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Livermore
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Costco Wholesale Corp

COST
Exchange
Nasdaq
Industry
Retail-Variety Stores
SEC CIK
0000909832

No open-market purchases or sales by Costco Wholesale Corp insiders were filed in the last 90 days; 4,261 institutions reported holding it in 13F filings for Q2 2026, worth $301.8B in total; 4 superinvestors hold it, including Markel Group and Gardner Russo & Quinn.

13F holders, Q4 2024

Institutional positions in Costco Wholesale Corp as of Dec 31, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
3,942
+422 vs. Q3 2024
Shares held
305.2M
−1.69M (−0.6%) vs. Q3 2024
Total value
$279.6B
+$14.4B (+5.4%) vs. Q3 2024
New holders
509
1,498 more added
Sold out
87
1,460 more reduced

71 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2024: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting COST on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ4 2024: 3,942 institutions
Q1 2021: 2,359 institutionsQ2 2021: 2,394 institutionsQ3 2021: 2,463 institutionsQ4 2021: 2,823 institutionsQ1 2022: 2,863 institutionsQ2 2022: 2,785 institutionsQ3 2022: 2,826 institutionsQ4 2022: 2,939 institutionsQ1 2023: 2,944 institutionsQ2 2023: 3,042 institutionsQ3 2023: 3,078 institutionsQ4 2023: 3,344 institutionsQ1 2024: 3,420 institutionsQ2 2024: 3,527 institutionsQ3 2024: 3,591 institutionsQ4 2024: 3,942 institutionsQ1 2025: 3,953 institutionsQ2 2025: 4,012 institutionsQ3 2025: 3,942 institutionsQ4 2025: 4,139 institutionsQ1 2026: 4,275 institutionsQ2 2026: 4,261 institutions
Value heldQ4 2024: $279.6B
Q1 2021: $104.1BQ2 2021: $119.0BQ3 2021: $134.3BQ4 2021: $170.2BQ1 2022: $172.4BQ2 2022: $143.4BQ3 2022: $141.6BQ4 2022: $137.2BQ1 2023: $149.2BQ2 2023: $162.0BQ3 2023: $169.9BQ4 2023: $201.0BQ1 2024: $222.0BQ2 2024: $258.3BQ3 2024: $266.7BQ4 2024: $279.6BQ1 2025: $287.8BQ2 2025: $302.3BQ3 2025: $274.4BQ4 2025: $272.0BQ1 2026: $311.5BQ2 2026: $301.8B
Institutions holding COST and their total value by quarter
QuarterHoldersValue
Q2 20264,261$301.8B
Q1 20264,275$311.5B
Q4 20254,139$272.0B
Q3 20253,942$274.4B
Q2 20254,012$302.3B
Q1 20253,953$287.8B
Q4 20243,942$279.6B
Q3 20243,591$266.7B
Q2 20243,527$258.3B
Q1 20243,420$222.0B
Q4 20233,344$201.0B
Q3 20233,078$169.9B
Q2 20233,042$162.0B
Q1 20232,944$149.2B
Q4 20222,939$137.2B
Q3 20222,826$141.6B
Q2 20222,785$143.4B
Q1 20222,863$172.4B
Q4 20212,823$170.2B
Q3 20212,463$134.3B
Q2 20212,394$119.0B
Q1 20212,359$104.1B

Institutions, Q4 2024

Shares, value and share of portfolio for each institution holding Costco Wholesale Corp; share changes are against Q3 2024.

Institutions holding COST in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Iron Horse Wealth Management, LLC87$79.7K0.03%00.0%Unchanged
Lowe Wealth Advisors, LLC88$80.6K0.03%+7+8.6%Added
Kentucky Trust Co90$82.5K0.05%+90New
Winnow Wealth LLC94$85.2K0.08%+94New
Bruce G. Allen Investments, LLC96$88.0K0.07%−2−2.0%Reduced
Proffitt & Goodson Inc99$90.7K0.02%−11−10.0%Reduced
Piscataqua Savings Bank100$91.6K0.08%00.0%Unchanged
DHJJ Financial Advisors, Ltd.100$91.6K0.04%00.0%Unchanged
Sellwood Investment Partners LLC100$91.6K0.05%+100New
Cordant, Inc.100$91.6K0.05%+100New
South Dakota Investment Council100$92.0K0.00%00.0%Unchanged
Kiely Wealth Advisory Group, Inc.87$92.4K0.06%00.0%Unchanged
Gordian Capital Singapore Pte Ltd101$92.5K0.05%+100+10,000.0%Added
Evelyn Partners Asset Management Ltd102$93.5K0.03%+102New
Financial Network Wealth Advisors LLC103$94.4K0.18%−182−63.9%Reduced
Operose Advisors LLC106$97.1K0.03%−175−62.3%Reduced
Halbert Hargrove Global Advisors, LLC111$101.6K0.01%+111New
Cranbrook Wealth Management, LLC112$102.6K0.02%00.0%Unchanged
Avion Wealth114$104.0K0.03%+15+15.2%Added
Cornerstone Planning Group LLC109$105.5K0.03%+2+1.9%Added
Luminist Capital LLC117$107.2K0.19%+117New
Covestor Ltd117$108.0K0.07%+3+2.6%Added
Manitou Investment Management Ltd.120$110.0K0.02%00.0%Unchanged
Fedenia Advisers LLC120$110.0K0.06%+120New
Acima Private Wealth, LLC121$110.9K0.04%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC122$111.9K0.02%00.0%Unchanged
Mendota Financial Group, LLC123$112.7K0.07%−127−50.8%Reduced
True Wealth Design, LLC125$114.3K0.04%−5−3.8%Reduced
E Fund Management (Hong Kong) Co., Ltd.126$115.0K0.09%+31+32.6%Added
MPWM Advisory Solutions, LLC128$117.0K0.09%+128New
New England Capital Financial Advisors LLC130$119.1K0.06%00.0%Unchanged
CBIZ Investment Advisory Services, LLC133$121.7K0.01%−8−5.7%Reduced
VSM Wealth Advisory, LLC134$123.2K0.04%+134New
PSI Advisors, LLC139$127.4K0.04%00.0%Unchanged
Richardson Capital Management LLC142$130.1K0.08%+11+8.4%Added
Cedar Wealth Management, LLC142$130.4K0.05%00.0%Unchanged
Wolverine Asset Management LLC143$131.0K0.00%+143New
Measured Risk Portfolios, Inc.143$131.1K0.15%+143New
Financial Gravity Companies, Inc.144$131.9K0.03%+7+5.1%Added
Ridgewood Investments LLC145$132.9K0.06%+10+7.4%Added
Atlantic Edge Private Wealth Management, LLC147$134.7K0.04%−10−6.4%Reduced
Private Wealth Management Group, LLC149$136.1K0.05%+1+0.7%Added
Graney & King, LLC149$136.5K0.10%+149New
Wiser Advisor Group LLC150$137.3K0.20%00.0%Unchanged
Ramirez Asset Management, Inc.150$137.4K0.03%00.0%Unchanged
JCIC Asset Management Inc.150$137.4K0.06%00.0%Unchanged
Mizuho Securities Co. Ltd.150$138.3K2.09%00.0%Unchanged
Bell Investment Advisors, Inc151$138.4K0.03%+19+14.4%Added
Jackson, Grant Investment Advisers, Inc.157$143.9K0.06%00.0%Unchanged
Mizuho Bank, Ltd.160$146.6K0.04%−10−5.9%Reduced
Adalta Capital Management LLC160$146.6K0.08%00.0%Unchanged
10Elms LLP160$146.6K0.15%+160New
Activest Wealth Management161$147.3K0.04%+3+1.9%Added
Redwood Park Advisors LLC162$148.9K0.13%+162New
Cherry Tree Wealth Management, LLC164$149.8K0.04%00.0%Unchanged
ORG Wealth Partners, LLC163$149.9K0.05%−13−7.4%Reduced
Cape Investment Advisory, Inc.166$151.7K0.06%+37+28.7%Added
Decker Retirement Planning Inc.166$152.1K0.09%+166New
Clark Wealth Partners166$152.5K0.12%+166New
Pin Oak Investment Advisors Inc173$153.0K0.14%00.0%Unchanged
Carolina Wealth Advisors, LLC169$154.8K0.08%−41−19.5%Reduced
Natixis Investment Managers International170$155.8K0.01%00.0%Unchanged
Consultiva Wealth Management, Corp.173$158.5K0.80%+173New
JDM Financial Group LLC173$158.5K0.08%−6−3.4%Reduced
Fairscale Capital, LLC173$158.5K0.14%00.0%Unchanged
Core Alternative Capital174$159.4K0.03%00.0%Unchanged
Kohmann Bosshard Financial Services, LLC175$160.4K0.02%+175New
Essex Investment Management Co LLC180$164.9K0.03%00.0%Unchanged
TruNorth Capital Management, LLC182$166.8K0.05%−1−0.5%Reduced
Quarry LP183$167.7K0.03%+156+577.8%Added
Noble Wealth Management PBC183$167.7K0.12%+183New
Longview Financial Advisors LLC184$168.6K0.11%+184New
SOA Wealth Advisors, LLC.188$172.3K0.03%+47+33.3%Added
WR Wealth Planners, LLC188$172.5K0.06%−30−13.8%Reduced
Rialto Wealth Management, LLC189$173.2K0.06%+189New
Family CFO Inc190$174.1K0.10%00.0%Unchanged
Byrne Asset Management LLC195$178.7K0.13%+4+2.1%Added
Valued Wealth Advisors LLC198$181.0K0.11%−1−0.5%Reduced
Belmont Capital, LLC200$183.3K0.03%−876−81.4%Reduced
Fairman Group, LLC200$183.3K0.15%00.0%Unchanged
Ogorek Anthony Joseph201$184.0K0.06%00.0%Unchanged
Financially Speaking Inc202$185.1K0.13%+202New
POM Investment Strategies, LLC206$188.8K0.14%00.0%Unchanged
Nkcfo LLC210$192.0K0.08%00.0%Unchanged
Dakota Community Bank & Trust NA214$196.1K0.93%+26+13.8%Added
Ravenstone Capital Management Inc.216$197.9K0.11%00.0%Unchanged
Litman Gregory Asset Management LLC218$199.7K0.02%+218New
Golden Road Advisors LLC219$200.7K0.15%−31−12.4%Reduced
Eagle Ridge Investment Management219$200.7K0.02%+219New
Bellwether Advisors, LLC219$200.7K0.04%+219New
Westwood Wealth Management220$201.6K0.07%+220New
VanderPol Investments L.L.C.220$201.6K0.44%+220New
Painted Porch Advisors LLC220$201.6K0.10%+10+4.8%Added
Tandem Financial, LLC220$201.7K0.21%+220New
Newport Capital Group, LLC220$201.7K0.15%−7−3.1%Reduced
McGowan Group Asset Management, Inc.221$202.3K0.03%+221New
G&S Capital LLC222$203.4K0.08%+222New
Palogic Value Management, L.P.223$204.3K0.08%+223New
Aquire Wealth Advisors, LLC223$204.3K0.06%+223New
GoalVest Advisory LLC224$205.2K0.06%−5−2.2%Reduced