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
- 3,952
- +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
- 1,604 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 | 4,274 | $311.5B |
| Q4 2025 | 4,138 | $272.0B |
| Q3 2025 | 3,941 | $274.4B |
| Q2 2025 | 4,011 | $302.3B |
| Q1 2025 | 3,952 | $287.8B |
| Q4 2024 | 3,941 | $279.6B |
| Q3 2024 | 3,590 | $266.7B |
| Q2 2024 | 3,526 | $258.3B |
| Q1 2024 | 3,419 | $222.0B |
| Q4 2023 | 3,343 | $201.0B |
| Q3 2023 | 3,077 | $169.9B |
| Q2 2023 | 3,041 | $162.0B |
| Q1 2023 | 2,943 | $149.2B |
| Q4 2022 | 2,938 | $137.2B |
| Q3 2022 | 2,825 | $141.6B |
| Q2 2022 | 2,784 | $143.4B |
| Q1 2022 | 2,862 | $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 |
|---|---|---|---|---|---|
| Sunflower Bank, N.A. | 700 | $662.0K | 0.19% | +13+1.9% | Added |
| Apeiron RIA LLC | 703 | $664.7K | 0.20% | +30+4.5% | Added |
| White Pine Capital LLC | 705 | $666.8K | 0.23% | +34+5.1% | Added |
| EdgeRock Capital LLC | 706 | $668.0K | 0.48% | −20−2.8% | Reduced |
| Strategic Family Wealth Counselors, L.L.C. | 708 | $669.7K | 0.22% | +1+0.1% | Added |
| First Community Trust NA | 709 | $670.6K | 0.59% | 00.0% | Unchanged |
| Oder Investment Management, LLC | 710 | $671.3K | 0.57% | +20+2.9% | Added |
| Jupiter Wealth Management LLC | 649 | $671.3K | 0.41% | +71+12.3% | Added |
| Culbertson A N & Co Inc | 710 | $671.5K | 0.11% | −17−2.3% | Reduced |
| TigerOak Management, L.L.C. | 710 | $671.5K | 0.26% | −11−1.5% | Reduced |
| Prasad Wealth Partners, LLC | 711 | $672.7K | 0.22% | +175+32.6% | Added |
| Clean Yield Group | 711 | $672.9K | 0.22% | +6+0.9% | Added |
| Copia Wealth Management | 712 | $673.4K | 0.62% | +300+72.8% | Added |
| Legacy Capital Group California, Inc. | 713 | $674.6K | 0.23% | −1,483−67.5% | Reduced |
| BOS Asset Management, LLC | 714 | $675.3K | 0.23% | +37+5.5% | Added |
| Lakeridge Wealth Management LLC | 714 | $675.4K | 0.34% | −37−4.9% | Reduced |
| Convergence Investment Partners, LLC | 715 | $675.9K | 0.19% | −143−16.7% | Reduced |
| Palisade Asset Management, LLC | 715 | $676.2K | 0.07% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 716 | $677.2K | 0.47% | 00.0% | Unchanged |
| Carr Financial Group Corp | 719 | $680.1K | 0.22% | +88+13.9% | Added |
| RFG - Bristol Wealth Advisors, LLC | 720 | $680.6K | 0.23% | +6+0.8% | Added |
| Exeter Financial, LLC | 720 | $680.8K | 0.31% | 00.0% | Unchanged |
| Chapin Davis, Inc. | 721 | $681.9K | 0.23% | −76−9.5% | Reduced |
| Royal Capital Wealth Management, LLC | 721 | $682.0K | 0.48% | 00.0% | Unchanged |
| Williams & Novak, LLC | 715 | $682.4K | 0.67% | +280+64.4% | Added |
| Echo45 Advisors LLC | 722 | $682.7K | 0.46% | +34+4.9% | Added |
| Mindset Wealth Management, LLC | 723 | $683.8K | 0.27% | +58+8.7% | Added |
| KWMG, LLC | 723 | $684.0K | 0.07% | +5+0.7% | Added |
| Blankinship & Foster, LLC | 724 | $684.7K | 0.17% | +404+126.3% | Added |
| Riverstone Advisors, LLC | 724 | $684.8K | 0.41% | +35+5.1% | Added |
| KilterHowling LLC | 680 | $685.6K | 0.44% | +680 | New |
| SkyOak Wealth, LLC | 725 | $685.7K | 0.15% | 00.0% | Unchanged |
| Centerpoint Advisory Group | 726 | $686.6K | 0.68% | +13+1.8% | Added |
| Sterling Financial Planning, Inc. | 726 | $686.9K | 0.25% | +14+2.0% | Added |
| Jacobsen Capital Management | 728 | $688.5K | 0.30% | +54+8.0% | Added |
| Asio Capital, LLC | 729 | $689.5K | 0.13% | −2−0.3% | Reduced |
| Veridan Wealth LLC | 729 | $689.8K | 0.31% | +355+94.9% | Added |
| Foundation Wealth Management, LLC | 734 | $694.0K | 0.54% | −192−20.7% | Reduced |
| Voya Financial Advisors, Inc. | 747 | $694.5K | 0.08% | −88−10.5% | Reduced |
| Greenspring Advisors, LLC | 736 | $696.2K | 0.17% | −40−5.2% | Reduced |
| Mason & Associates Inc | 740 | $700.3K | 0.17% | +17+2.4% | Added |
| Catalina Capital Group, LLC | 742 | $702.0K | 0.47% | −1,682−69.4% | Reduced |
| Old Port Advisors | 742 | $702.2K | 0.21% | −119−13.8% | Reduced |
| Martin Worley Group | 743 | $702.7K | 0.40% | −49−6.2% | Reduced |
| Blossom Wealth Management | 745 | $704.3K | 1.42% | +14+1.9% | Added |
| Wealth Effects LLC | 746 | $705.3K | 0.30% | −90−10.8% | Reduced |
| LRI Investments, LLC | 746 | $705.4K | 0.07% | +7+0.9% | Added |
| von Borstel & Associates, Inc. | 747 | $706.0K | 0.21% | +747 | New |
| DRW Securities, LLC | 747 | $706.5K | 0.06% | −1,262−62.8% | Reduced |
| Hendershot Investments Inc. | 747 | $706.5K | 0.10% | +34+4.8% | Added |
| KFG Wealth Management, LLC | 748 | $707.6K | 0.13% | −101−11.9% | Reduced |
| Red Lighthouse Investment Management, LLC | 967 | $708.5K | 0.29% | −2−0.2% | Reduced |
| New England Research & Management, Inc. | 750 | $709.0K | 0.36% | −165−18.0% | Reduced |
| Thrive Wealth Management, LLC | 750 | $709.2K | 0.14% | −15−2.0% | Reduced |
| Aua Capital Management, LLC | 750 | $709.3K | 0.46% | 00.0% | Unchanged |
| Private Client Services, LLC | 751 | $709.8K | 0.35% | −115−13.3% | Reduced |
| Fragasso Group Inc. | 752 | $711.1K | 0.05% | +38+5.3% | Added |
| Collective Family Office LLC | 752 | $711.2K | 0.19% | −134−15.1% | Reduced |
| Legacy Capital Wealth Partners, LLC | 752 | $711.6K | 0.18% | +57+8.2% | Added |
| Strategic Planning, Inc. | 753 | $712.0K | 0.40% | +753 | New |
| AIMZ Investment Advisors, LLC | 755 | $714.1K | 0.25% | 00.0% | Unchanged |
| Concorde Asset Management, LLC | 741 | $714.9K | 0.38% | −6−0.8% | Reduced |
| Sandy Cove Advisors, LLC | 756 | $715.0K | 0.29% | +40+5.6% | Added |
| Washington Trust Advisors, Inc. | 758 | $716.9K | 0.06% | 00.0% | Unchanged |
| Davidson Investment Advisors | 760 | $718.6K | 0.04% | −8−1.0% | Reduced |
| Diversified Enterprises, LLC | 760 | $718.8K | 0.06% | +236+45.0% | Added |
| HRC Wealth Management, LLC | 761 | $719.3K | 0.45% | +3+0.4% | Added |
| Windsor Capital Management, LLC | 762 | $720.7K | 0.22% | −249−24.6% | Reduced |
| Fi3 FINANCIAL ADVISORS, LLC | 763 | $721.2K | 0.29% | +57+8.1% | Added |
| Tandem Wealth Advisors LLC | 763 | $721.6K | 0.38% | −149−16.3% | Reduced |
| Seizert Capital Partners, LLC | 763 | $721.6K | 0.03% | 00.0% | Unchanged |
| SFM, LLC | 763 | $721.6K | 0.53% | +169+28.5% | Added |
| Cadent Capital Advisors, LLC | 764 | $722.5K | 0.27% | +1+0.1% | Added |
| BluePointe Capital Management, LLC | 765 | $723.5K | 0.28% | +244+46.8% | Added |
| Anson Funds Management LP | 768 | $726.4K | 0.17% | +40+5.5% | Added |
| Empire Financial Management Company, LLC | 770 | $728.3K | 0.23% | −20−2.5% | Reduced |
| Caitlin John, LLC | 770 | $728.5K | 0.71% | −1,026−57.1% | Reduced |
| Templeton & Phillips Capital Management, LLC | 771 | $729.2K | 0.52% | 00.0% | Unchanged |
| Warther Private Wealth, LLC | 772 | $730.1K | 0.24% | +32+4.3% | Added |
| MGO Private Wealth, LLC | 773 | $731.1K | 0.52% | −15−1.9% | Reduced |
| Hamilton Wealth, LLC | 774 | $731.6K | 0.18% | −17−2.1% | Reduced |
| Penserra Capital Management LLC | 780 | $736.0K | 0.01% | −382−32.9% | Reduced |
| Petrus Trust Company, LTA | 779 | $736.8K | 0.07% | +779 | New |
| Transatlantique Private Wealth LLC | 780 | $737.7K | 0.29% | −6−0.8% | Reduced |
| Rise Advisors, LLC | 781 | $738.8K | 0.33% | +39+5.3% | Added |
| Triad Wealth Partners, LLC | 782 | $739.1K | 0.23% | +63+8.8% | Added |
| Concentrum Wealth Management | 782 | $739.8K | 0.27% | +410+110.2% | Added |
| Ruggaard & Associates LLC | 783 | $740.5K | 0.32% | −52−6.2% | Reduced |
| Kaufman Rossin Wealth, LLC | 783 | $740.5K | 0.53% | +250+46.9% | Added |
| Emerald Advisers, LLC | 784 | $741.5K | 0.03% | −192−19.7% | Reduced |
| Berkshire Money Management, Inc. | 785 | $742.5K | 0.08% | +158+25.2% | Added |
| Aveo Capital Partners, LLC | 738 | $743.5K | 0.12% | −939−56.0% | Reduced |
| Peak Financial Management, Inc. | 787 | $744.3K | 0.22% | −2−0.3% | Reduced |
| Abound Wealth Management | 787 | $744.3K | 0.25% | +10+1.3% | Added |
| LeClair Wealth Partners LLC | 788 | $745.3K | 0.54% | 00.0% | Unchanged |
| Paladin Wealth, LLC | 788 | $745.3K | 0.67% | +84+11.9% | Added |
| First City Capital Management, Inc. | 789 | $746.2K | 0.45% | −129−14.1% | Reduced |
| Perpetual Ltd | 789 | $746.2K | 0.01% | +72+10.0% | Added |
| National Wealth Management Group, LLC | 790 | $746.8K | 0.49% | −462−36.9% | Reduced |
| Prospect Financial Services LLC | 790 | $747.0K | 0.41% | −28−3.4% | Reduced |