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 |
|---|---|---|---|---|---|
| Sensible Money, LLC | 342 | $313.6K | 0.14% | 00.0% | Unchanged |
| Charles Schwab Trust Co | 344 | $315.2K | 0.03% | −18−5.0% | Reduced |
| Alliance Wealth Management Group | 344 | $315.3K | 0.08% | −3−0.9% | Reduced |
| Turning Point Benefit Group, Inc. | 344 | $315.6K | 0.30% | +344 | New |
| TKG Advisors, LLC | 337 | $316.7K | 0.15% | +337 | New |
| Verus Financial Partners, Inc. | 338 | $316.8K | 0.04% | −8−2.3% | Reduced |
| HMS Capital Management, LLC | 346 | $317.0K | 0.15% | −55−13.7% | Reduced |
| Great Diamond Partners, LLC | 346 | $317.0K | 0.08% | −33−8.7% | Reduced |
| Alexander Labrunerie & Co., Inc. | 347 | $317.9K | 0.14% | +8+2.4% | Added |
| Team Financial Group, LLC | 347 | $318.3K | 0.18% | 00.0% | Unchanged |
| Towercrest Capital Management | 348 | $319.0K | 0.05% | −3−0.9% | Reduced |
| Financial Council Asset Management Inc | 349 | $319.8K | 0.16% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 349 | $319.8K | 0.00% | +232+198.3% | Added |
| Drucker Wealth 3.0, LLC | 350 | $320.5K | 0.07% | +21+6.4% | Added |
| First Citizens Financial Corp | 350 | $320.7K | 0.17% | 00.0% | Unchanged |
| Chung Wu Investment Group, LLC | 350 | $320.7K | 0.32% | +350 | New |
| Per Stirling Capital Management, LLC. | 350 | $320.7K | 0.05% | −23−6.2% | Reduced |
| Lorne Steinberg Wealth Management Inc. | 351 | $321.6K | 0.09% | 00.0% | Unchanged |
| Cascade Investment Advisors, Inc. | 351 | $321.6K | 0.21% | 00.0% | Unchanged |
| Wealthquest Corp | 351 | $321.7K | 0.03% | +20+6.0% | Added |
| DDFG, Inc | 351 | $321.7K | 0.09% | −150−29.9% | Reduced |
| Richmond Investment Services, LLC | 352 | $322.2K | 0.18% | +352 | New |
| Salomon & Ludwin, LLC | 352 | $322.5K | 0.03% | −413−54.0% | Reduced |
| First Financial Bank - Trust Division | 352 | $322.5K | 0.03% | 00.0% | Unchanged |
| Bosman Wealth Management, LLC | 352 | $322.5K | 0.31% | +352 | New |
| Occidental Asset Management, LLC | 352 | $322.8K | 0.05% | +4+1.1% | Added |
| Summit Financial Strategies, Inc. | 353 | $323.5K | 0.04% | −5−1.4% | Reduced |
| FSB Premier Wealth Management, Inc. | 353 | $323.6K | 0.13% | +16+4.7% | Added |
| Barnes Wealth Management Group, Inc | 355 | $325.3K | 0.22% | +355 | New |
| Penobscot Wealth Management | 357 | $327.0K | 0.15% | +12+3.5% | Added |
| Cherrydale Wealth Management, LLC | 357 | $327.5K | 0.13% | +55+18.2% | Added |
| Parkside Investments, LLC | 359 | $328.6K | 0.05% | +46+14.7% | Added |
| Granite Harbor Advisors, Inc. | 359 | $328.9K | 0.18% | 00.0% | Unchanged |
| Financial Advisory Corp | 359 | $329.0K | 0.12% | +55+18.1% | Added |
| Firethorn Wealth Partners, LLC | 360 | $329.6K | 0.16% | +2+0.6% | Added |
| Lynch & Associates | 360 | $329.9K | 0.07% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 360 | $329.9K | 0.13% | +64+21.6% | Added |
| Ring Mountain Capital, LLC | 360 | $330.0K | 0.22% | +360 | New |
| William Mack & Associates, Inc. | 361 | $331.0K | 0.35% | +361 | New |
| Peirce Capital Management, LLC | 362 | $331.7K | 0.17% | +362 | New |
| Millennium Capital Advisors, LLC | 362 | $332.1K | 0.23% | +16+4.6% | Added |
| Tillman Hartley LLC | 363 | $332.6K | 0.10% | −34−8.6% | Reduced |
| Accretive Wealth Partners, LLC | 363 | $332.6K | 0.14% | 00.0% | Unchanged |
| Better Money Decisions, LLC | 363 | $332.6K | 0.23% | 00.0% | Unchanged |
| Napatree Capital LLC | 363 | $332.6K | 0.20% | +104+40.2% | Added |
| Cedar Mountain Advisors, LLC | 364 | $333.2K | 0.07% | +38+11.7% | Added |
| Pinney & Scofield, Inc. | 364 | $333.5K | 0.26% | +364 | New |
| Intellectus Partners, LLC | 364 | $333.8K | 0.07% | 00.0% | Unchanged |
| Isthmus Partners, LLC | 365 | $334.4K | 0.04% | −5−1.4% | Reduced |
| Armbruster Capital Management, Inc. | 365 | $334.4K | 0.07% | +14+4.0% | Added |
| West Michigan Advisors, LLC | 366 | $335.4K | 0.10% | +63+20.8% | Added |
| Center For Asset Management LLC | 366 | $335.4K | 0.22% | +97+36.1% | Added |
| Novak & Powell Financial Services, Inc. | 366 | $335.8K | 0.20% | −3−0.8% | Reduced |
| Rather & Kittrell, Inc. | 367 | $336.3K | 0.08% | −1−0.3% | Reduced |
| XY Planning Network, Inc. | 368 | $337.5K | 0.25% | +368 | New |
| Wells Trecaso Financial Group, LLC | 369 | $338.1K | 0.11% | 00.0% | Unchanged |
| Navis Wealth Advisors, LLC | 369 | $338.4K | 0.37% | 00.0% | Unchanged |
| Tidemark, LLC | 371 | $340.2K | 0.13% | +54+17.0% | Added |
| Advance Capital Management, Inc. | 371 | $340.3K | 0.02% | +119+47.2% | Added |
| Seros Financial, LLC | 401 | $340.8K | 0.31% | +401 | New |
| Concentrum Wealth Management | 372 | $341.1K | 0.12% | +104+38.8% | Added |
| IAG Wealth Partners, LLC | 373 | $341.8K | 0.06% | +100+36.6% | Added |
| Jackson Hole Capital Partners, LLC | 373 | $341.8K | 0.07% | 00.0% | Unchanged |
| Birchcreek Wealth Management, LLC | 374 | $342.6K | 0.22% | −127−25.3% | Reduced |
| Soundwatch Capital LLC | 374 | $342.7K | 0.04% | +27+7.8% | Added |
| Capital City Trust Co | 375 | $343.6K | 0.09% | −19−4.8% | Reduced |
| Diversified Portfolios, Inc. | 375 | $343.6K | 0.04% | +375 | New |
| PUREfi Wealth, LLC | 375 | $343.6K | 0.34% | +375 | New |
| Pasadena Private Wealth, LLC | 376 | $344.9K | 0.07% | +6+1.6% | Added |
| Pathway Financial Advisers, LLC | 377 | $344.9K | 0.12% | −338,558−99.9% | Reduced |
| Granite Group Advisors, LLC | 377 | $345.4K | 0.22% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 378 | $346.0K | 0.11% | 00.0% | Unchanged |
| Brogan Financial, Inc. | 378 | $346.1K | 0.17% | +1+0.3% | Added |
| Barings LLC | 379 | $347.3K | 0.01% | +61+19.2% | Added |
| True Link Financial Advisors, LLC | 379 | $347.3K | 0.03% | +379 | New |
| Ferguson Shapiro LLC | 379 | $347.3K | 0.13% | −26−6.4% | Reduced |
| Wealth Dimensions Group, Ltd. | 379 | $347.6K | 0.09% | +379 | New |
| Wealthstar Advisors, LLC | 379 | $347.6K | 0.15% | +379 | New |
| Capco Asset Management, LLC | 380 | $348.2K | 0.08% | 00.0% | Unchanged |
| Retirement Income Solutions, Inc | 380 | $348.2K | 0.07% | +13+3.5% | Added |
| Cascades Capital Asset Management, LLC | 381 | $348.7K | 0.19% | +1+0.3% | Added |
| Reliant Investment Management, LLC | 382 | $350.0K | 0.15% | −36−8.6% | Reduced |
| Rodgers Brothers Inc. | 382 | $350.0K | 0.05% | 00.0% | Unchanged |
| Montis Financial, LLC | 382 | $350.4K | 0.11% | −1−0.3% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 384 | $351.8K | 0.04% | 00.0% | Unchanged |
| Lathrop Investment Management Corp | 384 | $352.0K | 0.07% | 00.0% | Unchanged |
| Silver Lake Advisory, LLC | 384 | $352.2K | 0.15% | +27+7.6% | Added |
| HighMark Wealth Management LLC | 385 | $352.6K | 0.20% | +2+0.5% | Added |
| E&G Advisors, LP | 385 | $352.8K | 0.10% | −106−21.6% | Reduced |
| Family Office Research LLC | 385 | $353.0K | 0.15% | +385 | New |
| N.E.W. Advisory Services LLC | 386 | $354.3K | 0.03% | −46−10.6% | Reduced |
| Martin Investment Management, LLC | 387 | $354.6K | 0.10% | −90−18.9% | Reduced |
| CGC Financial Services, LLC | 387 | $354.6K | 0.14% | +55+16.6% | Added |
| HF Advisory Group, LLC | 387 | $355.0K | 0.16% | +16+4.3% | Added |
| Tobias Financial Advisors, Inc. | 387 | $355.0K | 0.07% | +28+7.8% | Added |
| Libra Wealth LLC | 388 | $355.5K | 0.14% | −2−0.5% | Reduced |
| Davidson Kahn Capital Management, LLC | 388 | $355.5K | 0.33% | +388 | New |
| Clark Asset Management, LLC | 388 | $355.7K | 0.07% | −58−13.0% | Reduced |
| Tobam | 389 | $356.0K | 0.11% | −64−14.1% | Reduced |
| MPS Loria Financial Planners, LLC | 389 | $356.3K | 0.11% | 00.0% | Unchanged |