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 |
|---|---|---|---|---|---|
| Options Solutions, LLC | 625 | $591.5K | 0.28% | −11−1.7% | Reduced |
| Verum Partners LLC | 626 | $591.9K | 0.16% | +125+25.0% | Added |
| Evanson Asset Management, LLC | 627 | $593.0K | 0.04% | −120−16.1% | Reduced |
| Virginia Wealth Management Group, Inc. | 630 | $595.8K | 0.37% | −286−31.2% | Reduced |
| Financial Advisory Partners, LLC | 630 | $595.8K | 0.20% | −40−6.0% | Reduced |
| Full Sail Capital, LLC | 630 | $595.8K | 0.04% | −13−2.0% | Reduced |
| Intrua Financial, LLC | 633 | $598.9K | 0.09% | −7−1.1% | Reduced |
| Novem Group | 633 | $599.0K | 0.08% | −43−6.4% | Reduced |
| MN Wealth Advisors, LLC | 634 | $599.7K | 0.35% | −69−9.8% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 634 | $599.7K | 0.10% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 646 | $600.6K | 0.02% | −11,897−94.8% | Reduced |
| Triangle Securities Wealth Management | 635 | $600.6K | 0.15% | +27+4.4% | Added |
| Unified Investment Management | 636 | $601.5K | 0.71% | −75−10.5% | Reduced |
| Pictet North America Advisors SA | 637 | $602.5K | 0.06% | 00.0% | Unchanged |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 637 | $602.5K | 0.09% | 00.0% | Unchanged |
| Elevatus Welath Management | 637 | $602.5K | 0.34% | −82−11.4% | Reduced |
| APCM Wealth Management for Individuals | 637 | $602.6K | 0.09% | +116+22.3% | Added |
| Lantz Financial LLC | 638 | $603.8K | 0.17% | −7−1.1% | Reduced |
| Total Clarity Wealth Management, Inc. | 659 | $604.0K | 0.20% | 00.0% | Unchanged |
| West Family Investments, Inc. | 639 | $604.4K | 0.23% | −1,338−67.7% | Reduced |
| Cyr Financial Inc. | 639 | $604.4K | 0.54% | +35+5.8% | Added |
| CoreFirst Bank & Trust | 641 | $606.2K | 0.39% | −4−0.6% | Reduced |
| Taylor Financial Group, Inc. | 641 | $606.2K | 0.42% | −4−0.6% | Reduced |
| Paradigm, Strategies in Wealth Management, LLC | 641 | $606.4K | 0.41% | +77+13.7% | Added |
| Boomfish Wealth Group, LLC | 642 | $606.9K | 0.39% | −65−9.2% | Reduced |
| Harvey Capital Management Inc | 643 | $608.1K | 0.16% | −227−26.1% | Reduced |
| Torray LLC | 643 | $608.1K | 0.09% | 00.0% | Unchanged |
| Phillips Wealth Planners LLC | 633 | $609.8K | 0.64% | −16−2.5% | Reduced |
| Floyd Financial Group LLC | 647 | $611.9K | 0.55% | +18+2.9% | Added |
| Leith Wheeler Investment Counsel Ltd. | 647 | $611.9K | 0.04% | +647 | New |
| Thompson Investment Management, Inc. | 648 | $612.9K | 0.09% | 00.0% | Unchanged |
| Canal Capital Management, LLC | 649 | $613.5K | 0.10% | +45+7.5% | Added |
| Paragon Private Wealth Management, LLC | 649 | $614.0K | 0.29% | +323+99.1% | Added |
| Reliant Investment Partners, LLC | 650 | $614.8K | 0.63% | −2−0.3% | Reduced |
| J.Safra Asset Management Corp | 651 | $615.8K | 0.05% | +124+23.5% | Added |
| Presidio Capital Management, LLC | 651 | $616.1K | 0.26% | 00.0% | Unchanged |
| Bullseye Investment Management, LLC | 651 | $616.1K | 0.37% | −40−5.8% | Reduced |
| Dempze Nancy E | 653 | $617.6K | 0.37% | 00.0% | Unchanged |
| Southland Equity Partners LLC | 653 | $617.7K | 0.14% | +22+3.5% | Added |
| Affinity Capital Advisors, LLC | 641 | $618.0K | 0.12% | +43+7.2% | Added |
| KFA Private Wealth Group, LLC | 654 | $618.2K | 0.22% | +173+36.0% | Added |
| Selective Wealth Management, Inc. | 642 | $618.2K | 0.27% | +4+0.6% | Added |
| MCF Advisors LLC | 654 | $618.6K | 0.04% | +20+3.2% | Added |
| Firestone Capital Management | 654 | $618.9K | 0.16% | −69−9.5% | Reduced |
| Beech Hill Advisors, Inc. | 655 | $619.5K | 0.25% | −50−7.1% | Reduced |
| BNP Paribas | 426 | $621.3K | 0.03% | −275−39.2% | Reduced |
| Citizens Business Bank | 657 | $621.4K | 0.13% | +374+132.2% | Added |
| Elefante Mark B | 658 | $622.3K | 0.49% | −40−5.7% | Reduced |
| Insight Inv LLC | 14,814 | $625.1K | 0.43% | +14,100+1,974.8% | Added |
| Gibson Capital, LLC | 662 | $626.1K | 0.13% | −384−36.7% | Reduced |
| Hillsdale Investment Management Inc. | 663 | $627.1K | 0.03% | −270−28.9% | Reduced |
| V2 Financial group LLC | 663 | $627.1K | 0.40% | +1+0.2% | Added |
| Green Square Capital Advisors LLC | 663 | $627.3K | 0.10% | −27−3.9% | Reduced |
| Y.D. More Investments Ltd | 836 | $629.4K | 0.06% | +91+12.2% | Added |
| Arvest Bank Trust Division | 668 | $631.8K | 0.04% | +221+49.4% | Added |
| Hartmann Taylor Wealth Management, LLC | 668 | $631.8K | 0.57% | +668 | New |
| Frisch Financial Group, Inc. | 668 | $632.0K | 0.18% | +10+1.5% | Added |
| Delta Investment Management, LLC | 669 | $633.2K | 0.13% | +95+16.6% | Added |
| Marex Group plc | 670 | $633.7K | 0.01% | −39,631−98.3% | Reduced |
| Greystone Financial Group, LLC | 671 | $634.6K | 0.12% | +671 | New |
| Whitaker-Myers Wealth Managers, LTD. | 671 | $634.7K | 0.18% | +142+26.8% | Added |
| Winslow Asset Management Inc | 671 | $635.0K | 0.14% | 00.0% | Unchanged |
| Rossby Financial, LCC | 650 | $635.2K | 0.27% | +40+6.6% | Added |
| Shufro Rose & Co LLC | 672 | $635.6K | 0.05% | −2−0.3% | Reduced |
| Bank of Jackson Hole Trust | 607 | $636.5K | 0.41% | −56−8.4% | Reduced |
| EWG Elevate Inc. | 673 | $636.5K | 0.24% | −11−1.6% | Reduced |
| Financial Alternatives, Inc | 673 | $636.5K | 0.45% | 00.0% | Unchanged |
| Reuter James Wealth Management, LLC | 674 | $637.5K | 0.11% | +5+0.7% | Added |
| Edgemoor Investment Advisors, Inc. | 674 | $638.1K | 0.06% | +4+0.6% | Added |
| Hirtle Callaghan & Co LLC | 675 | $638.4K | 0.02% | −92−12.0% | Reduced |
| Bigelow Investment Advisors, LLC | 675 | $638.4K | 0.30% | +3+0.4% | Added |
| Nemes Rush Group LLC | 675 | $638.8K | 0.08% | +5+0.7% | Added |
| Accel Wealth Management | 676 | $639.0K | 0.23% | −19−2.7% | Reduced |
| Family Management Corp | 676 | $639.3K | 0.11% | −30−4.2% | Reduced |
| Lowe Brockenbrough & Co Inc | 676 | $639.3K | 0.04% | +3+0.4% | Added |
| Accelerate Investment Advisors LLC | 679 | $642.6K | 0.54% | +83+13.9% | Added |
| Runnymede Capital Advisors, Inc. | 680 | $643.1K | 0.62% | +6+0.9% | Added |
| Hiley Hunt Wealth Management | 675 | $643.8K | 0.35% | +1+0.1% | Added |
| Scarborough Advisors, LLC | 681 | $644.5K | 0.09% | +35+5.4% | Added |
| Facet Wealth, Inc. | 635 | $644.8K | 0.02% | +13+2.1% | Added |
| BankPlus Wealth Management LLC | 681 | $645.5K | 0.47% | −20−2.9% | Reduced |
| Occidental Asset Management, LLC | 684 | $646.6K | 0.10% | +332+94.3% | Added |
| Altrafin AG | 684 | $646.9K | 0.25% | −4,297−86.3% | Reduced |
| Tributary Capital Management, LLC | 685 | $647.9K | 0.06% | −155−18.5% | Reduced |
| Correct Capital Wealth Management | 685 | $647.9K | 0.13% | +4+0.6% | Added |
| Van Strum & Towne Inc. | 687 | $649.6K | 0.22% | −40−5.5% | Reduced |
| Orin Green Financial, LLC | 679 | $649.8K | 0.31% | – | – |
| KRS Capital Management, LLC | 688 | $650.4K | 0.52% | 00.0% | Unchanged |
| Samalin Investment Counsel, LLC | 688 | $650.7K | 0.26% | +66+10.6% | Added |
| Darden Wealth Group Inc | 688 | $650.7K | 0.50% | +23+3.5% | Added |
| Claudia M.P. Batlle, CRP (R) LLC | 690 | $652.6K | 0.16% | +690 | New |
| BCS Wealth Management | 693 | $655.0K | 0.17% | −193−21.8% | Reduced |
| Yarger Wealth Strategies, LLC | 693 | $655.8K | 0.38% | +1+0.1% | Added |
| Victrix Investment Advisors | 685 | $657.2K | 0.35% | −19−2.7% | Reduced |
| Old Mission Investment Co LLC | 695 | $657.3K | 0.20% | −44−6.0% | Reduced |
| Community Bank & Trust, Waco, Texas | 696 | $658.0K | 0.15% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 697 | $659.0K | 0.55% | 00.0% | Unchanged |
| Callahan Advisors, LLC | 698 | $660.4K | 0.06% | −50−6.7% | Reduced |
| Rosenberg Matthew Hamilton | 699 | $661.1K | 0.17% | +25+3.7% | Added |
| Archetype Wealth Partners | 700 | $662.0K | 0.10% | +63+9.9% | Added |