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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
One Wealth Management Investment & Advisory Services, LLC224$205.2K0.33%+224New
D. Scott Neal, Inc.224$205.2K0.11%+224New
Old Point Trust & Financial Services N A225$206.2K0.07%00.0%Unchanged
Bienville Capital Management, LLC225$206.2K0.05%+225New
Zuckerman Investment Group, LLC206$206.8K0.02%+206New
Crew Capital Management, Ltd.226$206.9K0.17%+226New
Blackston Financial Advisory Group, LLC226$207.1K0.10%+226New
Altus Wealth Management, LLC226$207.1K0.09%00.0%Unchanged
Grant Street Asset Management, Inc.226$207.1K0.05%00.0%Unchanged
Oldfather Financial Services, LLC226$207.2K0.08%00.0%Unchanged
Betterment LLC227$208.0K0.00%+227New
Holistic Financial Partners227$208.4K0.10%+227New
Corepath Wealth Partners LLC227$208.6K0.20%+227New
Members Wealth LLC196$208.7K0.16%+196New
Wulff, Hansen & Co.2,280$208.9K0.20%+80+3.6%Added
Cassady Schiller Wealth Management, LLC228$208.9K0.08%+23+11.2%Added
Paul Damon & Associates, Inc.228$208.9K0.13%+228New
Heritage Family Offices, LLP229$209.8K0.10%+229New
Tanglewood Legacy Advisors, LLC229$209.8K0.09%00.0%Unchanged
Founders Grove Wealth Partners, LLC229$209.8K0.06%+229New
Midwest Capital Advisors, LLC229$209.9K0.15%+229New
Well Done, LLC237$210.1K0.04%00.0%Unchanged
Legacy Financial Strategies, LLC231$210.2K0.05%+231New
Earnest Partners LLC230$210.7K0.00%00.0%Unchanged
Athena Investment Management230$210.8K0.12%−5−2.1%Reduced
Conscious Wealth Investments, LLC224$211.3K0.14%00.0%Unchanged
FMB Wealth Management231$211.7K0.12%−20−8.0%Reduced
Parkwoods Wealth Partners, LLC232$212.6K0.17%00.0%Unchanged
Woodward Diversified Capital, LLC233$213.5K0.16%−45−16.2%Reduced
Vestia Personal Wealth Advisors233$213.5K0.18%+233New
Intelligence Driven Advisers, LLC234$214.0K0.04%+234New
Stanich Group LLC234$214.4K0.16%+234New
Stephens Consulting, LLC235$215.3K0.05%00.0%Unchanged
Balentine LLC236$216.2K0.01%−1,559−86.9%Reduced
Camelot Portfolios, LLC236$216.2K0.23%00.0%Unchanged
North Forty Two & Co.236$216.2K0.25%+236New
Charter Oak Capital Management, LLC238$217.7K0.02%+238New
Opus Capital Group, LLC238$218.0K0.03%00.0%Unchanged
Cooper/Haims Advisors, LLC238$218.1K0.12%00.0%Unchanged
Seldon Capital LP238$218.1K0.09%00.0%Unchanged
Outlook Wealth Advisors, LLC238$218.1K0.06%+238New
Mystic Asset Management, Inc.238$218.1K0.06%+238New
Paragon Capital Management Ltd238$218.2K0.04%+1+0.4%Added
Mine & Arao Wealth Creation & Management, LLC.239$218.8K0.10%+1+0.4%Added
Parkshore Wealth Management, Inc.240$219.5K0.13%+240New
Giverny Capital Inc.SuperinvestorGiverny Capital240$219.9K0.01%00.0%Unchanged
Ami Investment Management Inc240$219.9K0.07%+1+0.4%Added
Genesis Wealth Advisors, LLC240$219.9K0.19%+240New
Brass Tax Wealth Management, Inc240$220.3K0.05%+13+5.7%Added
Anchor Pointe Wealth Management, LLC239$220.4K0.29%+239New
DHK Financial Advisors, Inc.241$220.8K0.13%00.0%Unchanged
First PREMIER Bank242$221.0K0.06%−297−55.1%Reduced
Richard C. Young & CO., LTD.241$221.0K0.02%+241New
East Coast Asset Management, LLC.242$221.7K0.07%00.0%Unchanged
Wedge Capital Management L L P242$221.7K0.00%+2+0.8%Added
Guardian Wealth Advisors, LLC243$222.7K0.14%00.0%Unchanged
Waddell & Associates, LLC244$223.2K0.02%+9+3.8%Added
Alesco Advisors LLC244$223.6K0.01%00.0%Unchanged
Park Capital Management, LLC244$223.6K0.27%+244New
Whipplewood Advisors, LLC244$223.6K0.13%+244New
Eaton Financial Holdings Company, LLC244$223.6K0.09%00.0%Unchanged
Oxinas Partners Wealth Management LLC245$224.0K0.13%−34−12.2%Reduced
Wallace Advisory Group, LLC253$224.3K0.16%+253New
XTX Topco Ltd245$224.5K0.02%−821−77.0%Reduced
Dumont & Blake Investment Advisors LLC246$225.4K0.06%+6+2.5%Added
Capasso Planning Partners LLC246$225.4K0.09%−68−21.7%Reduced
Innova Wealth Partners247$226.3K0.14%−1,079−81.4%Reduced
Confluence Investment Management LLC247$226.3K0.00%00.0%Unchanged
Waterway Wealth Management, LLC247$226.4K0.10%+247New
LCNB Corp248$227.2K0.08%+6+2.5%Added
Grey Fox Wealth Advisors, LLC248$227.3K0.06%00.0%Unchanged
Kelly Financial Services LLC249$228.0K0.08%+1+0.4%Added
Legacy Financial Group, Inc.249$228.2K0.07%−2−0.8%Reduced
Compass Investment Advisers LLC249$228.2K0.66%+249New
Tennessee Valley Asset Management Partners249$228.4K0.04%−54−17.8%Reduced
New World Advisors LLC250$228.8K0.06%−5−2.0%Reduced
AlphaMark Advisors, LLC250$229.0K0.10%+115+85.2%Added
Perkins Capital Management Inc250$229.1K0.20%−50−16.7%Reduced
Investment Management Associates Inc250$229.1K0.10%00.0%Unchanged
Cedar Point Capital Partners, LLC250$229.1K0.16%+5+2.0%Added
BIP Alliance, LLC250$229.1K0.10%+250New
Horizon Investment Services, LLC251$230.9K0.10%+251New
Brown Wealth Management, LLC252$230.9K0.08%+3+1.2%Added
Inspire Advisors, LLC253$231.5K0.03%+12+5.0%Added
Hill Island Financial LLC253$232.2K0.07%+19+8.1%Added
Stapp Wealth Management, PLLC254$232.7K0.36%−5−1.9%Reduced
Hobbs Wealth Management, LLC254$232.7K0.27%+254New
Next Level Private LLC255$233.5K0.09%00.0%Unchanged
IMG Wealth Management, Inc.255$233.6K0.22%+255New
Gould Capital, LLC255$233.7K0.16%−62−19.6%Reduced
Bestgate Wealth Advisors, LLC255$233.7K0.47%+255New
Aldebaran Financial Inc.255$235.2K0.27%+5+2.0%Added
EnRich Financial Partners LLC258$236.4K0.08%+76+41.8%Added
Verus Wealth Management, LLC258$236.4K0.27%+258New
Intrepid Capital Management Inc258$236.4K0.12%00.0%Unchanged
Baron Wealth Management LLC258$236.5K0.11%−39−13.1%Reduced
Fourth Dimension Wealth, LLC258$236.8K0.12%+258New
Cabot Wealth Management Inc259$237.3K0.03%−18−6.5%Reduced
IMA Wealth, Inc.259$237.3K0.03%00.0%Unchanged
Cannon Financial Strategists, Inc.259$237.3K0.04%+10+4.0%Added