Costco Wholesale Corp
COST- Exchange
- Nasdaq
- Industry
- Retail-Variety Stores
- SEC CIK
- 0000909832
In the last 90 days, Costco Wholesale Corp insiders filed 0 open-market purchases and 2 sales; 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 4,261 | $301.8B |
| Q1 2026 | 4,275 | $311.5B |
| Q4 2025 | 4,139 | $272.0B |
| Q3 2025 | 3,942 | $274.4B |
| Q2 2025 | 4,012 | $302.3B |
| Q1 2025 | 3,953 | $287.8B |
| Q4 2024 | 3,942 | $279.6B |
| Q3 2024 | 3,591 | $266.7B |
| Q2 2024 | 3,527 | $258.3B |
| Q1 2024 | 3,420 | $222.0B |
| Q4 2023 | 3,344 | $201.0B |
| Q3 2023 | 3,078 | $169.9B |
| Q2 2023 | 3,042 | $162.0B |
| Q1 2023 | 2,944 | $149.2B |
| Q4 2022 | 2,939 | $137.2B |
| Q3 2022 | 2,826 | $141.6B |
| Q2 2022 | 2,785 | $143.4B |
| Q1 2022 | 2,863 | $172.4B |
| Q4 2021 | 2,823 | $170.2B |
| Q3 2021 | 2,463 | $134.3B |
| Q2 2021 | 2,394 | $119.0B |
| Q1 2021 | 2,359 | $104.1B |
Institutions, Q4 2024
Shares, value and share of portfolio for each institution holding Costco Wholesale Corp; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Holistic Planning, LLC | 259 | $237.3K | 0.09% | +30+13.1% | Added |
| M. Kulyk & Associates, LLC | 259 | $237.4K | 0.05% | +26+11.2% | Added |
| Hughes Financial Services, LLC | 259 | $237.4K | 0.05% | +259 | New |
| Westfuller Advisors, LLC | 260 | $238.0K | 0.15% | −8−3.0% | Reduced |
| ASB Consultores, LLC | 260 | $238.2K | 0.10% | 00.0% | Unchanged |
| Capital Wealth Planning, LLC | 261 | $239.1K | 0.00% | −154−37.1% | Reduced |
| Awm Capital, LLC | 261 | $239.2K | 0.03% | +4+1.6% | Added |
| Crux Wealth Advisors | 261 | $239.2K | 0.13% | +261 | New |
| Innovator Capital Management, LLC | 262 | $240.1K | 4.73% | +262 | New |
| GatePass Capital, LLC | 262 | $240.1K | 0.26% | +262 | New |
| Cullen Investment Group, Ltd. | 263 | $241.2K | 0.04% | +6+2.3% | Added |
| Watershed Private Wealth LLC | 264 | $241.5K | 0.09% | +1+0.4% | Added |
| PFG Private Wealth Management, LLC | 264 | $241.9K | 0.14% | +7+2.7% | Added |
| Reston Wealth Management LLC | 265 | $242.7K | 0.09% | −66−19.9% | Reduced |
| Arvest Investments, Inc. | 265 | $242.8K | 0.04% | −51−16.1% | Reduced |
| Pinnacle Wealth Management Group, Inc. | 265 | $242.8K | 0.15% | +265 | New |
| Keynote Financial Services LLC | 266 | $243.7K | 0.19% | −9−3.3% | Reduced |
| Canandaigua National Trust Co of Florida | 266 | $243.7K | 0.19% | +266 | New |
| S. R. Schill & Associates | 266 | $243.8K | 0.20% | +20+8.1% | Added |
| Rockbridge Investment Management, LCC | 266 | $243.9K | 0.03% | −127−32.3% | Reduced |
| Provenance Wealth Advisors, LLC | 267 | $244.6K | 0.03% | 00.0% | Unchanged |
| Horizon Wealth Management, LLC | 268 | $245.5K | 0.04% | 00.0% | Unchanged |
| Axiom Financial Strategies, LLC | 268 | $245.6K | 0.14% | +6+2.3% | Added |
| Buck Wealth Strategies, LLC | 268 | $245.6K | 0.05% | −85−24.1% | Reduced |
| PFS Partners, LLC | 268 | $245.8K | 0.13% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 269 | $246.5K | 0.12% | 00.0% | Unchanged |
| Kidder Stephen W | 269 | $246.5K | 0.07% | +28+11.6% | Added |
| Marshall Financial Group LLC | 269 | $246.8K | 0.06% | −9−3.2% | Reduced |
| Koesten, Hirschmann & Crabtree, INC. | 270 | $246.9K | 0.14% | 00.0% | Unchanged |
| Royal Fund Management, LLC | 270 | $247.4K | 0.03% | −252−48.3% | Reduced |
| Landing Point Financial Group, LLC | 232 | $247.5K | 0.19% | +232 | New |
| Riverbend Wealth Management, LLC | 260 | $247.7K | 0.22% | +260 | New |
| Holcombe Financial, Inc. | 271 | $248.1K | 0.20% | +271 | New |
| SwitchPoint Financial Planning, LLC | 272 | $249.5K | 0.24% | +272 | New |
| Harbor Advisory Corp | 273 | $250.1K | 0.08% | 00.0% | Unchanged |
| Topsail Wealth Management, LLC | 273 | $250.1K | 0.05% | +273 | New |
| Spectrum Investment Advisors, Inc. | 273 | $250.4K | 0.17% | +37+15.7% | Added |
| Authentikos Wealth Advisory, LLC | 274 | $251.4K | 0.25% | +238+661.1% | Added |
| D L Carlson Investment Group Inc | 277 | $253.8K | 0.05% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 278 | $254.3K | 0.25% | +278 | New |
| Advocate Group LLC | 278 | $254.7K | 0.05% | 00.0% | Unchanged |
| DMKC Advisory Services, LLC | 278 | $254.7K | 0.23% | +278 | New |
| ProVise Management Group, LLC | 278 | $254.8K | 0.02% | −3−1.1% | Reduced |
| Campbell Wealth Management | 278 | $255.0K | 0.02% | +9+3.3% | Added |
| Meriwether Wealth & Planning, LLC | 279 | $255.6K | 0.18% | +279 | New |
| OLIO Financial Planning | 279 | $255.9K | 0.09% | +279 | New |
| Insight Wealth Partners, LLC | 280 | $256.6K | 0.16% | −100−26.3% | Reduced |
| One Wealth Advisors, LLC | 281 | $257.5K | 0.04% | −12−4.1% | Reduced |
| Manuka Financial, LLC | 281 | $257.7K | 0.17% | +281 | New |
| Dupree Financial Group, LLC | 281 | $257.7K | 0.12% | −5,134−94.8% | Reduced |
| Objective Capital Management, LLC | 282 | $258.1K | 0.17% | −65−18.7% | Reduced |
| JNBA Financial Advisors | 282 | $258.4K | 0.03% | 00.0% | Unchanged |
| Monograph Wealth Advisors, LLC | 282 | $258.4K | 0.03% | +15+5.6% | Added |
| Impact Partnership Wealth, LLC | 282 | $258.4K | 0.05% | +282 | New |
| Worth Financial Advisory Group, LLC | 282 | $258.5K | 0.16% | −85−23.2% | Reduced |
| Triumph Capital Management | 283 | $258.9K | 0.09% | +7+2.5% | Added |
| Dark Forest Capital Management LP | 283 | $259.3K | 0.04% | −838−74.8% | Reduced |
| Hurlow Wealth Management Group, Inc. | 283 | $259.3K | 0.08% | 00.0% | Unchanged |
| One Wealth Capital Management, LLC | 283 | $259.3K | 0.13% | +283 | New |
| Friedenthal Financial | 285 | $261.1K | 0.15% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 285 | $261.1K | 0.51% | +220+338.5% | Added |
| Regimen Wealth, LLC | 286 | $261.8K | 0.09% | +1+0.4% | Added |
| Wealthspan Partners, LLC | 286 | $261.9K | 0.13% | +7+2.5% | Added |
| BetterWealth, LLC | 286 | $262.0K | 0.07% | +286 | New |
| Chemung Canal Trust Co | 286 | $262.1K | 0.05% | −20−6.5% | Reduced |
| Peak Planning Group, LLC | 287 | $262.6K | 0.11% | 00.0% | Unchanged |
| Summitry LLC | 287 | $262.8K | 0.01% | −260−47.5% | Reduced |
| S&T Bank | 287 | $263.0K | 0.08% | +12+4.4% | Added |
| Atlas Financial Advisors, Inc. | 288 | $263.9K | 0.41% | −376−56.6% | Reduced |
| Dunhill Financial, LLC | 288 | $263.9K | 0.12% | +48+20.0% | Added |
| Single Point Partners, LLC | 288 | $264.0K | 0.06% | 00.0% | Unchanged |
| Intact Investment Management Inc. | 290 | $265.7K | 0.01% | −150−34.1% | Reduced |
| Global Financial Private Client, LLC | 290 | $265.7K | 0.10% | +6+2.1% | Added |
| Boston Research & Management Inc | 290 | $265.7K | 0.06% | 00.0% | Unchanged |
| McCarthy & Cox | 291 | $266.4K | 0.09% | −5−1.7% | Reduced |
| Emerald Mutual Fund Advisers Trust | 291 | $266.6K | 0.02% | −13−4.3% | Reduced |
| Pacific Wealth Strategies Group, Inc. | 291 | $266.6K | 0.19% | 00.0% | Unchanged |
| Kades & Cheifetz LLC | 291 | $266.8K | 0.14% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 291 | $266.8K | 0.08% | +60+26.0% | Added |
| Quartz Partners, LLC | 292 | $267.3K | 0.16% | −2−0.7% | Reduced |
| Sterling Financial Group, Inc. | 292 | $267.6K | 0.10% | +3+1.0% | Added |
| Wall Street Financial Group, Inc. | 292 | $267.6K | 0.26% | +15+5.4% | Added |
| Sunburst Financial Group, LLC | 292 | $267.6K | 0.07% | −1−0.3% | Reduced |
| Asset Allocation Strategies LLC | 252 | $268.4K | 0.06% | 00.0% | Unchanged |
| Running Point Capital Advisors, LLC | 293 | $268.6K | 0.09% | +293 | New |
| B&D White Capital Company, LLC | 294 | $269.4K | 0.05% | −800−73.1% | Reduced |
| Smith Thornton Advisors LLC | 294 | $269.4K | 0.17% | +294 | New |
| MBE Wealth Management, LLC | 294 | $269.6K | 0.15% | −9−3.0% | Reduced |
| GW&K Investment Management, LLC | 296 | $271.0K | 0.00% | +10+3.5% | Added |
| REDW Wealth LLC | 296 | $271.2K | 0.09% | −768−72.2% | Reduced |
| Sutton Place Investors LLC | 296 | $271.2K | 0.16% | +35+13.4% | Added |
| Defined Financial Planning LLC | 296 | $271.2K | 0.29% | +296 | New |
| New Insight Wealth Advisors | 296 | $271.7K | 0.14% | −1−0.3% | Reduced |
| Ball & Co Wealth Management Inc. | 297 | $272.0K | 0.22% | +297 | New |
| OxenFree Capital LLC | 297 | $272.1K | 0.20% | −1−0.3% | Reduced |
| Blue Square Asset Management, LLC | 297 | $272.1K | 0.14% | 00.0% | Unchanged |
| Blue Oak Capital, LLC | 297 | $272.1K | 0.17% | +297 | New |
| Fairfield, Bush & Co. | 297 | $272.3K | 0.16% | 00.0% | Unchanged |
| Pflug Koory, LLC | 298 | $273.0K | 0.14% | −7−2.3% | Reduced |
| Private Capital Management, LLC | 298 | $273.4K | 0.03% | −3−1.0% | Reduced |