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Livermore
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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.

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
Beacon Financial Strategies CORP299$274.0K0.18%00.0%Unchanged
Grace & White Inc300$274.9K0.05%00.0%Unchanged
Blue Rock Wealth Management LLC300$274.9K0.29%+300New
David Wealth Management LLC300$274.9K0.23%+300New
Bowman & Co S.C.300$275.3K0.14%00.0%Unchanged
Summit Wealth Partners, LLC301$275.9K0.06%+59+24.4%Added
CSM Advisors, LLC303$277.0K0.01%+66+27.8%Added
Hanlon Investment Management, Inc.303$277.6K0.08%+19+6.7%Added
Sterling Group Wealth Management, LLC304$278.5K0.14%00.0%Unchanged
Heritage Wealth Management, Inc.304$278.5K0.24%+304New
Baker Tilly Wealth Management, LLC304$278.6K0.11%−8−2.6%Reduced
Walker Financial Services, Inc.304$278.6K0.16%−2−0.7%Reduced
Conservest Capital Advisors, Inc.304$278.8K0.03%+304New
Coston, McIsaac & Partners306$280.0K0.08%−23−7.0%Reduced
Financial Avengers, Inc.307$281.1K0.13%+6+2.0%Added
Providence Capital Advisors, LLC307$281.3K0.06%+14+4.8%Added
Martel Wealth Advisors Inc307$281.3K0.05%00.0%Unchanged
WPG Advisers, LLC307$281.3K0.26%+307New
Beacon Bridge Wealth Partners, LLC307$281.5K0.12%+307New
Planning Directions Inc308$281.9K0.16%+17+5.8%Added
Potentia Wealth308$282.1K0.13%+308New
SWP Financial LLC309$283.1K0.17%−67−17.8%Reduced
Ameraudi Asset Management, Inc.309$283.1K0.16%00.0%Unchanged
Quilter Plc309$283.1K0.01%+309New
Mosley Wealth Management294$283.4K0.18%00.0%Unchanged
Merkkuri Wealth Advisors LLC310$284.0K0.22%−11−3.4%Reduced
Plan A Wealth LLC310$284.0K0.26%+310New
Capstone Wealth Management, LLC310$284.1K0.28%+310New
Phillips Financial Management, LLC310$284.1K0.02%+30+10.7%Added
Villere St Denis J & Co LLC312$285.9K0.03%00.0%Unchanged
Alpha Omega Group, Inc.312$285.9K0.34%00.0%Unchanged
White Lighthouse Investment Management Inc.314$287.7K0.05%00.0%Unchanged
Jackson Thornton Asset Management, LLC314$287.7K0.04%+314New
HughesLittle Investment Management Ltd.315$288.6K0.05%00.0%Unchanged
Burr Financial Services, LLC316$289.5K0.20%00.0%Unchanged
VisionPoint Advisory Group, LLC319$290.2K0.10%+319New
Talisman Wealth Advisors LLC317$290.3K0.31%00.0%Unchanged
Sharp Financial Services, LLC317$290.5K0.22%00.0%Unchanged
Madden Securities Corp317$290.5K0.12%00.0%Unchanged
Cahill Wealth Management, LLC317$290.6K0.15%00.0%Unchanged
Wagner Wealth Management, LLC318$291.6K0.08%−12−3.6%Reduced
Pension & Wealth Management Advisors, Inc.317$291.7K0.12%+53+20.1%Added
BlueChip Wealth Advisors LLC319$292.2K0.16%−555−63.5%Reduced
New Jersey Better Educational Savings Trust319$292.3K0.56%00.0%Unchanged
Blankinship & Foster, LLC320$293.2K0.07%−3−0.9%Reduced
Blue Bell Private Wealth Management, LLC321$294.1K0.06%00.0%Unchanged
Fiduciary Financial Group, LLC314$294.2K0.06%+34+12.1%Added
Permanent Capital Management, LP322$295.0K0.09%+322New
Sage Private Wealth Group, LLC322$295.3K0.22%−15−4.5%Reduced
Johnson & White Wealth Management, LLC325$296.0K0.18%+6+1.9%Added
Syverson Strege & Co324$296.8K0.10%+41+14.5%Added
Blueshift Asset Management, LLC324$296.9K0.11%−449−58.1%Reduced
Next Capital Management LLC324$296.9K0.12%+76+30.6%Added
1 North Wealth Services LLC324$296.9K0.13%+324New
Kondo Wealth Advisors, Inc.324$297.5K0.15%+324New
Grand Jean Capital Management Inc325$297.8K0.07%00.0%Unchanged
Westend Capital Management, LLC325$297.8K0.09%00.0%Unchanged
Almanack Investment Partners, LLC.325$297.8K0.05%00.0%Unchanged
Wittenberg Investment Management, Inc.325$297.8K0.12%00.0%Unchanged
Gold Investment Management Ltd.325$297.8K0.13%00.0%Unchanged
Hourglass Capital, LLC326$298.7K0.08%00.0%Unchanged
Murphy Pohlad Asset Management LLC326$298.7K0.13%00.0%Unchanged
Joel Adams & Associates, Inc.326$298.7K0.27%+326New
Paragon Private Wealth Management, LLC326$298.9K0.14%+90+38.1%Added
Evolution Wealth Advisors, LLC326$299.1K0.05%+20+6.5%Added
Total Investment Management Inc328$300.1K0.04%+89+37.2%Added
Koa Wealth Management, LLC328$300.4K0.25%−33−9.1%Reduced
Center for Financial Planning, Inc.328$300.5K0.04%+17+5.5%Added
Vantage Financial Partners, LLC328$300.7K0.08%−4−1.2%Reduced
Montz Harcus Wealth Management LLC329$301.1K0.17%−20−5.7%Reduced
Warwick Investment Management, Inc.329$301.2K0.06%+2+0.6%Added
C2C Wealth Management, LLC329$301.5K0.28%+54+19.6%Added
Strid Group, LLC329$301.5K0.05%+329New
Carson Advisory Inc.329$301.8K0.21%00.0%Unchanged
Beddow Capital Management Inc330$302.0K0.12%−10−2.9%Reduced
Cottage Street Advisors LLC330$302.3K0.16%+30+10.0%Added
Schulz Wealth, LTD.330$302.4K0.23%+4+1.2%Added
WNY Asset Management, LLC331$302.9K0.04%−9−2.6%Reduced
Accredited Wealth Management, LLC331$303.2K0.27%+331New
A&I Financial Services, LLC331$303.3K0.30%+331New
Latitude Advisors, LLC331$303.5K0.17%−4−1.2%Reduced
Northeast Financial Group, Inc.331$304.1K0.12%00.0%Unchanged
Avondale Wealth Management333$305.1K0.20%+255+326.9%Added
Madison Park Capital Advisors, LLC334$306.0K0.24%−2,355−87.6%Reduced
Omnia Family Wealth, LLC334$306.0K0.13%+9+2.8%Added
Fidelity D & D Bancorp Inc334$306.0K0.20%+75+29.0%Added
Addison Advisors LLC335$307.0K0.09%+2+0.6%Added
GoalFusion Wealth Management, LLC336$307.9K0.17%00.0%Unchanged
Define Financial, LLC336$308.0K0.23%+336New
Aspire Growth Partners LLC337$308.7K0.30%+337New
Cora Capital Advisors LLC337$308.8K0.15%−1−0.3%Reduced
Cardinal Point Capital Management, ULC338$309.7K0.05%+73+27.5%Added
Spectrum Planning & Advisory Services Inc.340$311.4K0.27%+21+6.6%Added
Cornerstone Wealth Advisors, Inc.340$311.7K0.09%00.0%Unchanged
Atlas Wealth Partners, LLC340$312.0K0.39%00.0%Unchanged
Vanguard Capital Wealth Advisors340$312.0K0.34%00.0%Unchanged
Lynx Investment Advisory341$312.2K0.21%00.0%Unchanged
Promethium Advisors,llc341$312.3K0.21%−10−2.8%Reduced
Meixler Investment Management, Ltd.341$312.6K0.23%−20−5.5%Reduced
New Covenant Trust Company, N.A.340$313.6K0.31%−13−3.7%Reduced