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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
Stonehearth Capital Management, LLC391$358.3K0.14%00.0%Unchanged
Riggs Asset Managment Co. Inc.389$358.7K0.10%+10+2.6%Added
Syntax Research, Inc.392$359.2K0.26%00.0%Unchanged
Wealthcare Capital Partners, LLC392$359.4K0.19%+392New
Elgethun Capital Management394$360.9K0.09%+29+7.9%Added
FSA Wealth Management LLC394$361.1K0.15%−56−12.4%Reduced
Three Seasons Wealth, LLC396$362.8K0.18%−295−42.7%Reduced
LifePlan Investment Advisors, Inc.398$364.5K0.23%+7+1.8%Added
Gilbert & Cook, Inc.399$365.9K0.05%−10−2.4%Reduced
Eldridge Investment Advisors, Inc.399$366.0K0.09%00.0%Unchanged
Hudson Capital Management LLC400$366.5K0.11%00.0%Unchanged
Seed Wealth Management, Inc.400$366.5K0.30%00.0%Unchanged
Mitsubishi UFJ Asset Management (UK) Ltd.400$367.0K0.16%00.0%Unchanged
Denver Wealth Management, Inc.401$367.1K0.17%+1+0.3%Added
Jeppson Wealth Management, LLC401$367.5K0.13%−4−1.0%Reduced
Hidden Cove Wealth Management, LLC402$368.7K0.30%+402New
SP Asset Management LLC403$369.2K0.03%+1+0.2%Added
Tacita Capital Inc404$370.2K0.26%+26+6.9%Added
tru Independence LLC404$370.2K0.12%+404New
Guidance Point Advisors, LLC406$371.9K0.10%+1+0.2%Added
4J Wealth Management LLC406$372.0K0.30%−12−2.9%Reduced
Acute Investment Advisory, LLC407$372.9K0.41%00.0%Unchanged
Nova Wealth Management, Inc.408$373.5K0.32%+408New
Flywheel Private Wealth LLC408$373.8K0.34%+408New
Meridian Wealth Partners, LLC408$373.8K0.06%+2+0.5%Added
USAdvisors Wealth Management, LLC408$374.0K0.12%+39+10.6%Added
Long Road Investment Counsel, LLC408$374.0K0.15%00.0%Unchanged
Heritage Wealth Partners, LLC409$374.5K0.47%+1+0.2%Added
Braun-Bostich & Associates Inc.409$374.8K0.27%−22−5.1%Reduced
Israel Discount Bank of New York409$374.8K0.27%+3+0.7%Added
Farmers Trust Co409$374.8K0.07%+163+66.3%Added
Widmann Financial Services, Inc.410$375.5K0.29%00.0%Unchanged
Ledgewood Wealth Advisors, LLC410$375.7K0.24%−125−23.4%Reduced
C M Bidwell & Associates Ltd410$375.7K0.23%−10−2.4%Reduced
Veridan Wealth LLC374$375.9K0.18%+374New
Cynosure Management, LLC411$377.0K0.06%−225−35.4%Reduced
Goldstream Capital Management Ltd412$377.5K0.16%−385−48.3%Reduced
Lincoln Capital Corp412$377.5K0.16%+19+4.8%Added
Copia Wealth Management412$377.5K0.36%+412New
NCM Capital Management, LLC413$378.4K0.17%−20−4.6%Reduced
One + One Wealth Management, LLC413$378.4K0.22%00.0%Unchanged
Everest Management Corp.413$378.4K0.33%+413New
Harbor Group, Inc.413$378.4K0.09%00.0%Unchanged
Meridian Financial Partners LLC414$379.0K0.20%00.0%Unchanged
Cathy Pareto & Associates, Inc415$379.8K0.35%+415New
Towarzystwo Funduszy Inwestycyjnych Pzu SA415$380.3K0.13%+33+8.6%Added
Victory Financial Group, LLC415$380.3K0.10%+415New
Mason Investment Advisory Services, Inc.416$380.9K0.02%−4−1.0%Reduced
Code Waechter LLC416$381.2K0.33%−1−0.2%Reduced
DecisionMap Wealth Management, LLC416$381.2K0.30%+416New
Hickory Point Bank & Trust416$381.2K0.34%+416New
Tucker Asset Management LLC417$381.6K0.04%+47+12.7%Added
Staley Capital Advisers Inc418$383.0K0.02%00.0%Unchanged
Resolute Partners Group418$383.0K0.08%+418New
Summit Financial Wealth Advisors, LLC381$383.2K0.07%−20−5.0%Reduced
Mayfair Advisory Group, LLC419$384.0K0.23%00.0%Unchanged
Lansing Street Advisors420$384.5K0.13%+81+23.9%Added
Cascade Wealth Advisors, Inc420$384.8K0.26%00.0%Unchanged
Fearless Solutions, LLC dba Best Invest421$385.4K0.29%+421New
Integrity Wealth Solutions LLC421$385.7K0.22%+150+55.4%Added
Vicus Capital421$385.8K0.03%−88−17.3%Reduced
Stonebridge Financial Group, LLC422$386.7K0.04%+422New
Eagle Bay Advisors LLC423$387.2K0.24%−68−13.8%Reduced
Tower Wealth Partners, Inc.423$387.6K0.20%+25+6.3%Added
Voleon Capital Management LP423$387.6K0.03%+423New
Cache Advisors, LLC423$387.6K0.16%+423New
Seascape Capital Management423$388.0K0.14%+5+1.2%Added
RBA Wealth Management, LLC424$388.5K0.15%−21−4.7%Reduced
Vawter Financial, Ltd.424$388.5K0.23%+4+1.0%Added
Family Investment Center, Inc.425$389.6K0.10%−27−6.0%Reduced
Nicollet Investment Management, Inc.426$390.0K0.13%+1+0.2%Added
SGL Investment Advisors, Inc.366$390.1K0.20%+9+2.5%Added
Security Financial Services, INC.426$390.3K0.08%+28+7.0%Added
Moulton Wealth Management, Inc427$391.1K0.30%+1+0.2%Added
Guerra Pan Advisors, LLC427$391.2K0.28%00.0%Unchanged
AGH Wealth Advisors, LLC427$391.2K0.36%+427New
Summit Investment Advisors, Inc.364$391.9K0.35%+364New
Portland Global Advisors LLC428$392.2K0.05%+1+0.2%Added
Horan Capital Advisors, LLC.429$393.1K0.13%−319−42.6%Reduced
Crowley Wealth Management, Inc.429$393.1K0.35%+429New
Jacksonville Wealth Management, LLC430$393.9K0.37%+430New
Auto-Owners Insurance Co430$394.0K0.01%−200−31.7%Reduced
Dock Street Asset Management Inc430$394.0K0.05%00.0%Unchanged
Archvest Wealth Advisors, Inc.430$394.0K0.29%+20+4.9%Added
Breakthru Advisory Services, LLC431$394.9K0.36%+431New
Cornerstone Capital, Inc.432$395.8K0.04%−10−2.3%Reduced
Register Financial Advisors LLC432$396.0K0.20%+174+67.4%Added
Rooted Wealth Advisors, Inc.430$396.0K0.15%+6+1.4%Added
Harmony Asset Management LLC433$396.8K0.16%−110−20.3%Reduced
Viawealth, LLC433$397.1K0.24%+5+1.2%Added
Precedent Wealth Partners, LLC434$397.7K0.13%+34+8.5%Added
Bouchey Financial Group Ltd434$398.0K0.03%+434New
Capula Management Ltd435$398.6K0.00%−49,237−99.1%Reduced
Williams & Novak, LLC435$398.6K0.38%−41−8.6%Reduced
Stordahl Capital Management, Inc.435$398.6K0.09%00.0%Unchanged
TPG Financial Advisors, LLC435$398.8K0.17%+137+46.0%Added
Legacy Investment Solutions, LLC383$399.8K0.26%+3+0.8%Added
Legacy Wealth Managment, LLC383$399.8K0.26%+3+0.8%Added
Wealth Advisory Solutions, LLC438$401.3K0.11%+38+9.5%Added
Curbstone Financial Management Corp438$401.3K0.08%+438New