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 |
|---|---|---|---|---|---|
| Acorn Wealth Advisors, LLC | 505 | $463.0K | 0.19% | +9+1.8% | Added |
| Walled Lake Planning & Wealth Management, LLC | 505 | $463.1K | 0.17% | 00.0% | Unchanged |
| Requisite Capital Management, LLC | 506 | $463.6K | 0.09% | −100−16.5% | Reduced |
| Flagship Wealth Advisors, LLC | 507 | $464.5K | 0.27% | +507 | New |
| Smith, Salley & Associates | 507 | $464.6K | 0.03% | −155−23.4% | Reduced |
| Indie Asset Partners, LLC | 509 | $466.4K | 0.37% | 00.0% | Unchanged |
| Maia Wealth LLC | 483 | $466.6K | 0.10% | +65+15.6% | Added |
| Allen Capital Group, LLC | 510 | $467.3K | 0.06% | +33+6.9% | Added |
| Severin Investments, LLC | 510 | $467.7K | 0.47% | +510 | New |
| Farrell Financial LLC | 511 | $467.9K | 0.33% | 00.0% | Unchanged |
| Stewardship Advisors, LLC | 512 | $469.1K | 0.13% | −22−4.1% | Reduced |
| Wealth Advisors Northwest LLC | 512 | $469.6K | 0.32% | +512 | New |
| Grange Capital, LLC | 514 | $471.0K | 0.49% | +514 | New |
| RS Crum Inc. | 514 | $471.3K | 0.12% | +2+0.4% | Added |
| Yarbrough Capital, LLC | 515 | $471.9K | 0.02% | 00.0% | Unchanged |
| CAP Partners, LLC | 516 | $472.6K | 0.33% | +3+0.6% | Added |
| Aletheian Wealth Advisors LLC | 516 | $472.8K | 0.28% | +29+6.0% | Added |
| XY Capital Ltd | 516 | $472.8K | 0.53% | +423+454.8% | Added |
| Darwin Advisors, LLC | 516 | $473.6K | 0.16% | −389−43.0% | Reduced |
| Barnes Pettey Financial Advisors, LLC | 517 | $473.7K | 0.36% | 00.0% | Unchanged |
| Wealthcare Capital Management LLC | 518 | $474.3K | 0.05% | 00.0% | Unchanged |
| Tumwater Wealth Management, LLC | 518 | $474.6K | 0.25% | +518 | New |
| Cohen & Steers, Inc. | 518 | $475.0K | 0.00% | −7−1.3% | Reduced |
| Gunderson Capital Management Inc. | 519 | $475.2K | 0.23% | +84+19.3% | Added |
| Yeomans Consulting Group, Inc. | 519 | $475.5K | 0.18% | +35+7.2% | Added |
| Asset Allocation & Management Company, LLC | 520 | $476.0K | 0.26% | +520 | New |
| Morris Financial Concepts, Inc. | 520 | $476.7K | 0.20% | +62+13.5% | Added |
| South Plains Financial, Inc. | 521 | $477.4K | 0.36% | +521 | New |
| BluePointe Capital Management, LLC | 521 | $477.4K | 0.27% | +190+57.4% | Added |
| APCM Wealth Management for Individuals | 521 | $477.5K | 0.07% | +1+0.2% | Added |
| Fortress Financial Solutions, LLC | 522 | $477.9K | 0.68% | +522 | New |
| Rodgers & Associates, LTD | 522 | $478.3K | 0.06% | 00.0% | Unchanged |
| Black Diamond Financial, LLC | 522 | $478.5K | 0.07% | −70−11.8% | Reduced |
| Round Rock Advisors, LLC | 523 | $478.8K | 0.10% | +91+21.1% | Added |
| Planned Solutions, Inc. | 524 | $480.0K | 0.20% | −60−10.3% | Reduced |
| Diversified Enterprises, LLC | 524 | $480.2K | 0.05% | +44+9.2% | Added |
| Coerente Capital Management | 525 | $481.0K | 0.09% | 00.0% | Unchanged |
| Gray Wealth Management Inc. | 525 | $481.0K | 0.18% | −23−4.2% | Reduced |
| Elite Life Management LLC | 525 | $481.0K | 1.42% | 00.0% | Unchanged |
| Miramar Capital, LLC | 525 | $481.0K | 0.11% | +10+1.9% | Added |
| M1 Capital Management LLC | 525 | $481.0K | 0.26% | +525 | New |
| Clifford Group, LLC | 525 | $481.5K | 0.37% | +6+1.2% | Added |
| Greenwood Capital Associates LLC | 526 | $482.0K | 0.06% | −164−23.8% | Reduced |
| Trust Co of the South | 526 | $482.0K | 0.10% | −52−9.0% | Reduced |
| Summit Wealth & Retirement Planning, Inc. | 527 | $482.9K | 0.15% | +76+16.9% | Added |
| Tuttle Tactical Management | 527 | $482.9K | 2.48% | +136+34.8% | Added |
| Port Capital LLC | 527 | $483.0K | 0.02% | −2−0.4% | Reduced |
| Walker Asset Management, LLC | 527 | $483.1K | 0.30% | −10−1.9% | Reduced |
| Clarity Capital Partners LLC | 528 | $483.8K | 0.25% | −32−5.7% | Reduced |
| Ellenbecker Investment Group | 528 | $484.0K | 0.09% | +1+0.2% | Added |
| Scissortail Wealth Management, LLC | 529 | $484.7K | 0.12% | +518+4,709.1% | Added |
| Alpha Zero LLC | 529 | $484.7K | 0.37% | +529 | New |
| Whitaker-Myers Wealth Managers, LTD. | 529 | $484.8K | 0.14% | +120+29.3% | Added |
| May Barnhard Investments LLC | 529 | $485.1K | 0.23% | 00.0% | Unchanged |
| Mullaney, Keating & Wright, Inc. | 530 | $485.6K | 0.33% | +10+1.9% | Added |
| J.Safra Asset Management Corp | 527 | $486.0K | 0.04% | +132+33.4% | Added |
| Summa Corp. | 531 | $486.5K | 0.24% | −392−42.5% | Reduced |
| Unconventional Investor, LLC | 532 | $487.5K | 0.29% | 00.0% | Unchanged |
| Kaufman Rossin Wealth, LLC | 533 | $488.4K | 0.50% | +533 | New |
| Optimize Financial Inc | 535 | $490.2K | 0.37% | +535 | New |
| Burford Brothers, Inc. | 535 | $490.6K | 0.24% | −23−4.1% | Reduced |
| Prasad Wealth Partners, LLC | 536 | $491.4K | 0.16% | +536 | New |
| Wealth Watch Advisors, INC | 535 | $493.4K | 0.31% | +535 | New |
| Rahlfs Capital, LLC | 540 | $494.8K | 0.49% | +540 | New |
| Gillespie Robinson & Grimm Inc | 541 | $495.7K | 0.04% | −10−1.8% | Reduced |
| Cutter & CO Brokerage, Inc. | 541 | $496.1K | 0.12% | −10−1.8% | Reduced |
| New Republic Capital, LLC | 542 | $496.9K | 0.32% | +61+12.7% | Added |
| Landaas & Co | 542 | $497.0K | 0.14% | 00.0% | Unchanged |
| Semus Wealth Partners LLC | 544 | $498.0K | 0.33% | +74+15.7% | Added |
| Warren Street Wealth Advisors, LLC | 544 | $498.5K | 0.20% | +60+12.4% | Added |
| MGB Wealth Management, LLC | 544 | $498.7K | 0.15% | +184+51.1% | Added |
| Charter Research & Investment Group, Inc. | 547 | $501.2K | 0.38% | 00.0% | Unchanged |
| WMG Financial Advisors, LLC | 547 | $501.2K | 0.22% | +113+26.0% | Added |
| Grant Private Wealth Management Inc | 549 | $503.0K | 0.54% | +549 | New |
| Rothschild Capital Partners, LLC | 550 | $503.9K | 0.12% | +550 | New |
| Monticello Wealth Management, LLC | 550 | $504.3K | 0.04% | −62−10.1% | Reduced |
| LWM Advisory Services, LLC | 553 | $504.8K | 0.35% | +16+3.0% | Added |
| Pacific Sun Financial Corp | 552 | $505.8K | 0.28% | 00.0% | Unchanged |
| Capital Advisory Group Advisory Services, LLC | 552 | $505.8K | 0.18% | +50+10.0% | Added |
| McGlone Suttner Wealth Management, Inc. | 553 | $506.5K | 0.08% | −3−0.5% | Reduced |
| Gitterman Wealth Management, LLC | 555 | $508.3K | 0.21% | −47−7.8% | Reduced |
| Everpar Advisors LLC | 555 | $508.5K | 0.26% | +16+3.0% | Added |
| Purkiss Capital Advisors LLC | 555 | $508.7K | 0.44% | +555 | New |
| Symphony Financial Services, Inc. | 553 | $509.7K | 0.41% | −311−36.0% | Reduced |
| Gradient Capital Advisors, LLC | 557 | $510.1K | 0.16% | −6−1.1% | Reduced |
| Saxony Capital Management, LLC | 557 | $510.4K | 0.45% | −1−0.2% | Reduced |
| Heritage Investment Group, Inc. | 558 | $511.3K | 0.10% | 00.0% | Unchanged |
| CWS Financial Advisors, LLC | 560 | $512.9K | 0.17% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 561 | $513.6K | 0.04% | +14+2.6% | Added |
| MAS Advisors LLC | 561 | $514.0K | 0.86% | 00.0% | Unchanged |
| Sabal Trust CO | 561 | $514.0K | 0.03% | +196+53.7% | Added |
| Covenant Partners, LLC | 561 | $514.0K | 0.16% | +16+2.9% | Added |
| Saxon Interests, Inc. | 561 | $514.5K | 0.23% | +5+0.9% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 562 | $514.9K | 0.05% | 00.0% | Unchanged |
| Kingstone Capital Partners Texas, LLC | 562 | $515.0K | 0.42% | +562 | New |
| Bear Mountain Capital, Inc. | 547 | $515.4K | 0.20% | +5+0.9% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 563 | $516.0K | 0.14% | +46+8.9% | Added |
| Elite Financial, Inc. | 564 | $516.0K | 0.28% | +564 | New |
| Wingate Wealth Advisors, Inc. | 564 | $516.8K | 0.51% | +564 | New |
| Paradigm, Strategies in Wealth Management, LLC | 564 | $516.8K | 0.34% | −1−0.2% | Reduced |