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, 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.
| 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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Charter Research & Investment Group, Inc. | 547 | $517.3K | 0.40% | 00.0% | Unchanged |
| Lansing Street Advisors | 548 | $518.1K | 0.17% | +128+30.5% | Added |
| Peterson Wealth Advisors, LLC | 571 | $518.3K | 0.10% | +126+28.3% | Added |
| Everpar Advisors LLC | 549 | $519.2K | 0.28% | −6−1.1% | Reduced |
| North Berkeley Wealth Management, LLC | 549 | $519.4K | 0.54% | −40−6.8% | Reduced |
| Gitterman Wealth Management, LLC | 550 | $520.0K | 0.14% | −5−0.9% | Reduced |
| StoneCrest Wealth Management, Inc. | 550 | $520.2K | 0.33% | −46−7.7% | Reduced |
| Rothschild Capital Partners, LLC | 550 | $520.2K | 0.14% | 00.0% | Unchanged |
| Intact Investment Management Inc. | 550 | $520.2K | 0.02% | +260+89.7% | Added |
| Semus Wealth Partners LLC | 550 | $520.3K | 0.36% | +6+1.1% | Added |
| Swisher Financial Concepts, Inc. | 551 | $521.3K | 0.43% | −63−10.3% | Reduced |
| Ellenbecker Investment Group | 551 | $521.9K | 0.09% | +23+4.4% | Added |
| Sabal Trust CO | 553 | $523.0K | 0.03% | −8−1.4% | Reduced |
| Plan A Wealth LLC | 554 | $524.0K | 0.41% | +244+78.7% | Added |
| San Luis Wealth Advisors LLC | 554 | $524.0K | 0.12% | −955−63.3% | Reduced |
| Willner & Heller, LLC | 555 | $524.6K | 0.48% | −9−1.6% | Reduced |
| Independent Family Office, LLC | 555 | $524.9K | 0.28% | −15−2.6% | Reduced |
| LWM Advisory Services, LLC | 553 | $525.6K | 0.37% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 556 | $526.0K | 0.22% | −7−1.2% | Reduced |
| May Barnhard Investments LLC | 559 | $529.4K | 0.26% | +30+5.7% | Added |
| Beaird Harris Wealth Management, LLC | 561 | $530.1K | 0.05% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 561 | $530.6K | 0.21% | −29−4.9% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 562 | $531.5K | 0.06% | 00.0% | Unchanged |
| Lakeshore Financial Planning, Inc. | 562 | $531.7K | 0.22% | −106−15.9% | Reduced |
| Kingstone Capital Partners Texas, LLC | 563 | $532.0K | 0.43% | +1+0.2% | Added |
| Gradient Capital Advisors, LLC | 563 | $532.2K | 0.17% | +6+1.1% | Added |
| New Republic Capital, LLC | 563 | $532.8K | 0.23% | +21+3.9% | Added |
| Saxon Interests, Inc. | 564 | $533.0K | 0.25% | +3+0.5% | Added |
| Elite Financial, Inc. | 564 | $533.0K | 0.28% | 00.0% | Unchanged |
| Aletheian Wealth Advisors LLC | 564 | $533.4K | 0.30% | +48+9.3% | Added |
| Wingate Wealth Advisors, Inc. | 564 | $533.4K | 0.61% | 00.0% | Unchanged |
| MinichMacGregor Wealth Management, LLC | 565 | $534.7K | 0.12% | −13−2.2% | Reduced |
| Allen Capital Group, LLC | 566 | $535.3K | 0.06% | +56+11.0% | Added |
| Barnes Pettey Financial Advisors, LLC | 567 | $536.3K | 0.42% | +50+9.7% | Added |
| Wexford Capital LP | 567 | $536.3K | 0.14% | −107−15.9% | Reduced |
| Successful Portfolios LLC | 569 | $538.2K | 0.37% | −2−0.4% | Reduced |
| WMG Financial Advisors, LLC | 570 | $539.1K | 0.23% | +23+4.2% | Added |
| Saxony Capital Management, LLC | 572 | $541.0K | 0.47% | +15+2.7% | Added |
| Affiance Financial, LLC | 572 | $541.9K | 0.13% | −19−3.2% | Reduced |
| Matrix Asset Advisors Inc | 573 | $542.1K | 0.06% | −321−35.9% | Reduced |
| Three Bridge Wealth Advisors, LLC | 574 | $542.9K | 0.19% | 00.0% | Unchanged |
| Pacific Sun Financial Corp | 574 | $542.9K | 0.31% | +22+4.0% | Added |
| Severin Investments, LLC | 575 | $544.3K | 0.54% | +65+12.7% | Added |
| Creative Capital Management Investments LLC | 576 | $544.8K | 0.21% | +122+26.9% | Added |
| Horan Capital Advisors, LLC. | 577 | $545.7K | 0.18% | +148+34.5% | Added |
| Gilman Hill Asset Management, LLC | 578 | $547.0K | 0.10% | −35−5.7% | Reduced |
| Heritage Investment Group, Inc. | 579 | $547.7K | 0.10% | +21+3.8% | Added |
| Sierra Ocean, LLC | 579 | $548.3K | 0.43% | −9−1.5% | Reduced |
| Register Financial Advisors LLC | 580 | $548.7K | 0.29% | +148+34.3% | Added |
| Arq Wealth Advisors, LLC | 581 | $549.5K | 0.20% | −138−19.2% | Reduced |
| First American Bank | 581 | $549.5K | 0.04% | 00.0% | Unchanged |
| Pennsylvania Capital Management Inc | 582 | $550.4K | 0.20% | −17−2.8% | Reduced |
| Tuttle Tactical Management | 582 | $550.4K | 2.42% | +55+10.4% | Added |
| Charles Schwab Trust Co | 583 | $551.4K | 0.05% | +239+69.5% | Added |
| Sonoma Private Wealth LLC | 584 | $552.3K | 0.77% | −508−46.5% | Reduced |
| Integris Wealth Management, LLC | 586 | $554.2K | 0.16% | −77−11.6% | Reduced |
| Icapital Wealth LLC | 587 | $555.2K | 0.34% | −368−38.5% | Reduced |
| Consilio Wealth Advisors, LLC | 587 | $555.6K | 0.23% | +16+2.8% | Added |
| Blue Investment Partners LLC | 588 | $555.7K | 0.21% | +1+0.2% | Added |
| Sulzberger Capital Advisors, Inc. | 588 | $556.1K | 0.73% | −291−33.1% | Reduced |
| Bingham Private Wealth, LLC | 588 | $556.3K | 0.57% | −1−0.2% | Reduced |
| Marietta Investment Partners LLC | 589 | $557.4K | 0.13% | +589 | New |
| LVM Capital Management Ltd | 590 | $558.0K | 0.06% | −22−3.6% | Reduced |
| Murphy & Mullick Capital Management Corp | 590 | $558.2K | 0.54% | +16+2.8% | Added |
| Calton & Associates, Inc. | 590 | $558.4K | 0.13% | +590 | New |
| Hamilton Capital, LLC | 592 | $559.9K | 0.03% | +13+2.2% | Added |
| Carmel Capital Partners, LLC | 592 | $560.0K | 0.22% | +13+2.2% | Added |
| Newman Dignan & Sheerar, Inc. | 593 | $560.8K | 0.15% | +8+1.4% | Added |
| Summit Wealth & Retirement Planning, Inc. | 595 | $562.7K | 0.17% | +68+12.9% | Added |
| Private Wealth Asset Management, LLC | 596 | $563.3K | 0.08% | +596 | New |
| Gordian Capital Singapore Pte Ltd | 601 | $563.6K | 0.35% | +500+495.0% | Added |
| Talon Private Wealth, LLC | 597 | $564.5K | 0.08% | −87−12.7% | Reduced |
| First Financial Bankshares Inc | 597 | $564.6K | 0.01% | +131+28.1% | Added |
| Parkside Advisors LLC | 598 | $565.6K | 0.14% | 00.0% | Unchanged |
| Lattice Capital Management, LLC | 600 | $567.5K | 0.59% | 00.0% | Unchanged |
| MRP Capital Investments, LLC | 600 | $567.5K | 0.53% | 00.0% | Unchanged |
| Capital Advisory Group Advisory Services, LLC | 600 | $567.5K | 0.22% | +48+8.7% | Added |
| R Squared Ltd | 600 | $567.5K | 0.61% | +600 | New |
| Mountain Capital Investment Advisors, Inc | 582 | $568.1K | 0.12% | +9+1.6% | Added |
| Optivise Advisory Services LLC | 601 | $568.3K | 0.32% | +4+0.7% | Added |
| Trust Co of the South | 601 | $568.4K | 0.12% | +75+14.3% | Added |
| Warren Street Wealth Advisors, LLC | 603 | $570.3K | 0.22% | +59+10.8% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 604 | $571.5K | 0.39% | −42−6.5% | Reduced |
| Phocas Financial Corp. | 606 | $573.1K | 0.09% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 607 | $573.8K | 0.05% | −14−2.3% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 607 | $574.4K | 0.09% | +54+9.8% | Added |
| Alaethes Wealth LLC | 608 | $575.0K | 0.21% | −15−2.4% | Reduced |
| Key Financial Inc | 608 | $575.0K | 0.13% | +20+3.4% | Added |
| Grant Private Wealth Management Inc | 610 | $576.9K | 0.62% | +61+11.1% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 613 | $580.1K | 0.32% | −39−6.0% | Reduced |
| Transcendent Capital Group LLC | 614 | $580.7K | 0.33% | −204−24.9% | Reduced |
| Aspen Grove Capital, LLC | 616 | $582.6K | 0.11% | +4+0.7% | Added |
| Farmers National Bank | 617 | $583.5K | 0.16% | +154+33.3% | Added |
| Curbstone Financial Management Corp | 618 | $584.5K | 0.12% | +180+41.1% | Added |
| J. L. Bainbridge & Co., Inc. | 621 | $587.5K | 0.06% | 00.0% | Unchanged |
| Philadelphia Trust Co | 622 | $588.0K | 0.05% | −352−36.1% | Reduced |
| SilverOak Wealth Management LLC | 622 | $588.3K | 0.13% | 00.0% | Unchanged |
| Chesapeake Wealth Management | 623 | $589.2K | 0.21% | −17−2.7% | Reduced |
| Vertex Planning Partners, LLC | 623 | $589.2K | 0.13% | +1+0.2% | Added |
| Paradigm Capital Management, LLC | 625 | $591.0K | 0.60% | 00.0% | Unchanged |