Costco Wholesale Corp

COST

Exchange: Nasdaq
Industry: Retail-Variety Stores
SEC CIK: 0000909832

SEC filings (opens in a new tab)

No open-market purchases or sales by Costco Wholesale Corp insiders were filed in the last 90 days; 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, Q1 2025

Institutional positions in Costco Wholesale Corp as of Mar 31, 2025. 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: 3,953; +81 vs. Q4 2024
Shares held: 304.6M; +3.58M (+1.2%) vs. Q4 2024
Total value: $287.8B; +$12.1B (+4.4%) vs. Q4 2024
New holders: 203; 1,605 more added
Sold out: 122; 1,683 more reduced

70 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2025: 3,953 institutions

Value heldQ1 2025: $287.8B

Institutions holding COST and their total value by quarter
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, Q1 2025

Shares, value and share of portfolio for each institution holding Costco Wholesale Corp; share changes are against Q4 2024.

Institutions holding COST in Q1 2025
Institution	Shares	Value	% of portfolio	Change in shares	Action
Campbell Capital Management Inc	1	$946	0.00%	00.0%	Unchanged
Bridge Generations Wealth Management LLC	1	$946	0.00%	+1	New
USA Financial Portformulas Corp	2	$1.89K	0.00%	−1,275−99.8%	Reduced
Investment Counsel Co of Nevada	2	$1.89K	0.00%	00.0%	Unchanged
Marquette Asset Management, LLC	2	$1.89K	0.00%	+2	New
PEAK6 LLC	3	$2.57K	0.00%	−12,591−100.0%	Reduced
Broadwater Capital Management LLC	3	$2.84K	0.00%	00.0%	Unchanged
Cohalo Advisory LLC	3	$2.84K	0.21%	+3	New
Fiduciary Advisors, Inc.	3	$2.84K	0.00%	00.0%	Unchanged
Horrell Capital Management, Inc.	3	$2.89K	0.00%	00.0%	Unchanged
Financial Connections Group, Inc.	4	$3.00K	0.00%	00.0%	Unchanged
Altshuler Shaham Ltd	4	$3.78K	0.00%	+4	New
HFM Investment Advisors, LLC	4	$3.78K	0.00%	+4	New
Burkett Financial Services, LLC	4	$3.79K	0.00%	00.0%	Unchanged
Bay Harbor Wealth Management, LLC	5	$4.73K	0.00%	+5	New
Parkworth Wealth Management, Inc.	5	$4.73K	0.00%	00.0%	Unchanged
Eq Wealth Advisors, LLC	5	$4.73K	0.00%	+5	New
Pineridge Advisors LLC	6	$5.67K	0.00%	−8−57.1%	Reduced
TD Capital Management LLC	7	$6.80K	0.00%	00.0%	Unchanged
Innovative Advisory Group, LLC	8	$7.57K	0.01%	00.0%	Unchanged
Lummis Asset Management, LP	10	$9.46K	0.01%	00.0%	Unchanged
Keener Financial Planning LLC	11	$10.0K	0.01%	00.0%	Unchanged
Prudent Man Investment Management, Inc.	11	$10.1K	0.01%	00.0%	Unchanged
PayPay Securities Corp	10	$10.3K	0.59%	−1−9.1%	Reduced
Morgan Dempsey Capital Management LLC	11	$10.4K	0.00%	00.0%	Unchanged
Clal Insurance Enterprises Holdings Ltd	12	$11.0K	0.00%	+10+500.0%	Added
Alaska Permanent Fund Corp	12	$11.9K	0.00%	00.0%	Unchanged
Dixon Mitchell Investment Counsel Inc.	13	$12.3K	0.00%	−50−79.4%	Reduced
Longfellow Investment Management Co LLC	13	$12.3K	0.00%	00.0%	Unchanged
Investment Management Corp	13	$12.7K	0.01%	−14−51.9%	Reduced
Principia Wealth Advisory, LLC	14	$13.5K	0.01%	+4+40.0%	Added
Kathleen S. Wright Associates Inc.	15	$14.2K	0.01%	00.0%	Unchanged
Redmont Wealth Advisors LLC	15	$14.2K	0.03%	+15	New
Hurley Capital, LLC	15	$14.4K	0.01%	00.0%	Unchanged
WestEnd Advisors, LLC	16	$15.1K	0.00%	+11+220.0%	Added
Perritt Capital Management Inc	16	$15.2K	0.01%	+8+100.0%	Added
Financial Freedom, LLC	17	$16.4K	0.01%	00.0%	Unchanged
1620 Investment Advisors, Inc.	19	$17.6K	0.01%	−11−36.7%	Reduced
Minot DeBlois Advisors LLC	19	$17.7K	0.02%	00.0%	Unchanged
Insight Financial Services	19	$18.0K	0.01%	00.0%	Unchanged
MJT & Associates Financial Advisory Group, Inc.	19	$18.0K	0.02%	+19	New
Cooksen Wealth, LLC	25	$18.3K	0.02%	+25	New
Fairway Wealth LLC	21	$19.5K	0.01%	−8−27.6%	Reduced
Mechanics Financial Corp	21	$19.9K	0.01%	00.0%	Unchanged
ROSS\JOHNSON & Associates LLC	21	$19.9K	0.34%	+21	New
Resolute Partners Group	23	$21.8K	0.01%	−395−94.5%	Reduced
McClarren Financial Advisors, Inc.	1,909	$22.0K	0.01%	+1,886+8,200.0%	Added
Grayhawk Investment Strategies Inc.	24	$22.7K	0.05%	00.0%	Unchanged
North Ridge Wealth Advisors, Inc.	25	$23.6K	0.02%	−25−50.0%	Reduced
Brown Shipley& Co Ltd	25	$23.6K	0.01%	−10−28.6%	Reduced
Frazier Financial Advisors, LLC	25	$23.6K	0.02%	00.0%	Unchanged
Evergreen Private Wealth LLC	25	$23.6K	0.01%	00.0%	Unchanged
Financially Speaking Inc	26	$24.6K	0.02%	−176−87.1%	Reduced
Evolution Advisers, Inc.	28	$26.0K	0.01%	−8−22.2%	Reduced
Slocum, Gordon & Co LLP	28	$26.5K	0.02%	00.0%	Unchanged
Catherine Avery Investment Management LLC	28	$26.5K	0.02%	00.0%	Unchanged
Studio Investment Management LLC	29	$27.4K	0.01%	00.0%	Unchanged
C M Bidwell & Associates Ltd	30	$28.4K	0.02%	−380−92.7%	Reduced
DiNuzzo Private Wealth, Inc.	31	$29.3K	0.00%	−1−3.1%	Reduced
Heck Capital Advisors, LLC	33	$31.2K	0.00%	00.0%	Unchanged
Nalls Sherbakoff Group, LLC	35	$33.1K	0.03%	+35	New
Collier Financial	38	$35.9K	0.03%	00.0%	Unchanged
CarsonAllaria Wealth Management, Ltd.	39	$37.1K	0.02%	00.0%	Unchanged
Rocky Mountain Advisers, LLC	40	$37.8K	0.01%	00.0%	Unchanged
Anderson Financial Strategies, LLC	40	$37.8K	0.02%	+36+900.0%	Added
West Financial Advisors, LLC	41	$38.8K	0.01%	00.0%	Unchanged
Rogco, LP	41	$38.8K	0.02%	00.0%	Unchanged
Raffa Wealth Management, LLC	42	$39.7K	0.01%	00.0%	Unchanged
Holos Integrated Wealth LLC	43	$40.7K	0.03%	−29−40.3%	Reduced
Cornerstone National Bank & Trust Co	43	$40.7K	0.02%	00.0%	Unchanged
Stephenson National Bank & Trust	43	$40.7K	0.01%	+3+7.5%	Added
Barrett & Company, Inc.	43	$40.7K	0.02%	00.0%	Unchanged
Signature Resources Capital Management, LLC	43	$40.9K	0.04%	00.0%	Unchanged
Synergy Investment Management, LLC	44	$41.6K	0.02%	+10+29.4%	Added
PMV Capital Advisers, LLC	45	$42.6K	0.10%	00.0%	Unchanged
FSC Wealth Advisors, LLC	46	$43.5K	0.03%	+1+2.2%	Added
Ruedi Wealth Management, Inc.	47	$44.6K	0.01%	00.0%	Unchanged
Wolverine Asset Management LLC	48	$45.4K	0.00%	−95−66.4%	Reduced
Semmax Financial Advisors Inc.	45	$45.6K	0.01%	+3+7.1%	Added
SWAN Capital LLC	50	$47.3K	0.02%	00.0%	Unchanged
eCIO, Inc.	51	$48.2K	0.02%	+51	New
Morton Brown Family Wealth, LLC	51	$48.6K	0.02%	+6+13.3%	Added
Kiker Wealth Management, LLC	52	$49.1K	0.03%	+52	New
Chesapeake Asset Management LLC	52	$49.2K	0.05%	−2−3.7%	Reduced
Spectrum Wealth Counsel, LLC	54	$51.1K	0.01%	−32−37.2%	Reduced
Clear Investment Research, LLC	55	$52.2K	0.07%	00.0%	Unchanged
Aspect Partners, LLC	56	$53.0K	0.03%	+11+24.4%	Added
Your Advocates Ltd., LLP	59	$55.8K	0.02%	00.0%	Unchanged
ZynergyRetirementPlanningLLC	62	$56.8K	0.04%	00.0%	Unchanged
Lowe Wealth Advisors, LLC	64	$60.5K	0.03%	−24−27.3%	Reduced
Ransom Advisory, Ltd	64	$60.5K	0.03%	00.0%	Unchanged
Sarver Vrooman Wealth Advisors	65	$61.5K	0.04%	+65	New
Bank & Trust Co	65	$61.5K	0.05%	+11+20.4%	Added
Retirement Wealth Solutions LLC	65	$61.7K	0.05%	+6+10.2%	Added
Capital A Wealth Management, LLC	67	$63.4K	0.07%	+4+6.3%	Added
Barnes Dennig Private Wealth Management LLC	68	$64.3K	0.10%	+68	New
Reyes Financial Architecture, Inc.	71	$67.3K	0.05%	−1,218−94.5%	Reduced
Christopher J. Hasenberg, Inc	73	$69.7K	0.03%	00.0%	Unchanged
Pingora Partners LLC	74	$70.0K	0.05%	−10−11.9%	Reduced
Atlantic Private Wealth, LLC	75	$70.9K	0.05%	00.0%	Unchanged