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 |
|---|---|---|---|---|---|
| Crescent Sterling, Ltd. | 907 | $857.8K | 0.88% | +94+11.6% | Added |
| Gemmer Asset Management LLC | 907 | $857.9K | 0.09% | +59+7.0% | Added |
| Smith & Howard Wealth Management, LLC | 907 | $858.0K | 0.23% | −13−1.4% | Reduced |
| AA Financial Advisors, LLC | 909 | $859.8K | 0.21% | +35+4.0% | Added |
| Courage Miller Partners, LLC | 910 | $860.8K | 0.29% | 00.0% | Unchanged |
| Unique Wealth, LLC | 910 | $861.0K | 0.16% | +53+6.2% | Added |
| Miller Financial Services LLC | 910 | $861.1K | 1.24% | −638−41.2% | Reduced |
| Alpine Bank Wealth Management | 911 | $861.6K | 0.14% | +911 | New |
| Goldstone Financial Group, LLC | 911 | $861.8K | 0.13% | +315+52.9% | Added |
| Abbot Financial Management, Inc. | 913 | $863.3K | 0.45% | +2+0.2% | Added |
| Inspirion Wealth Advisors, LLC | 914 | $864.9K | 0.12% | +60+7.0% | Added |
| Lifeworks Advisors, LLC | 915 | $865.4K | 0.14% | +20+2.2% | Added |
| CFS Investment Advisory Services, LLC | 917 | $867.0K | 0.08% | +21+2.3% | Added |
| Benchmark Financial Wealth Advisors, LLC | 917 | $867.1K | 0.33% | −5−0.5% | Reduced |
| Sherman Asset Management, Inc. | 918 | $868.0K | 0.83% | 00.0% | Unchanged |
| Live Oak Private Wealth LLC | 919 | $869.2K | 0.14% | 00.0% | Unchanged |
| Austin Wealth Management, LLC | 892 | $870.1K | 0.17% | +118+15.2% | Added |
| Provident Investment Management, Inc. | 920 | $870.1K | 0.08% | 00.0% | Unchanged |
| Ssi Investment Management LLC | 921 | $871.1K | 0.07% | 00.0% | Unchanged |
| Shared Vision Wealth Group LLC | 921 | $871.4K | 0.48% | 00.0% | Unchanged |
| FIL Ltd | 922 | $872.0K | 0.00% | −135−12.8% | Reduced |
| Pekin Hardy Strauss, Inc. | 924 | $873.9K | 0.11% | +174+23.2% | Added |
| MFA Wealth Services | 925 | $874.5K | 0.72% | +1+0.1% | Added |
| Blue Zone Wealth Advisors, LLC | 925 | $874.8K | 0.24% | −359−28.0% | Reduced |
| McRae Capital Management Inc | 928 | $877.7K | 0.19% | −50−5.1% | Reduced |
| Rainier Family Wealth Inc | 928 | $877.7K | 1.03% | +47+5.3% | Added |
| Tanager Wealth Management LLP | 929 | $878.6K | 0.11% | +235+33.9% | Added |
| Strategic Wealth Designers | 930 | $879.4K | 1.53% | −40,065−97.7% | Reduced |
| Laidlaw Wealth Management LLC | 934 | $883.4K | 2.63% | −672−41.8% | Reduced |
| LVZ Advisors, Inc. | 935 | $884.4K | 0.12% | +66+7.6% | Added |
| Northwest Capital Management Inc | 936 | $885.2K | 0.36% | −124−11.7% | Reduced |
| Liberty Wealth Management LLC | 939 | $887.8K | 0.17% | +58+6.6% | Added |
| Mascoma Wealth Management LLC | 940 | $889.0K | 0.22% | 00.0% | Unchanged |
| Affinity Wealth Management LLC | 941 | $889.8K | 0.17% | +34+3.7% | Added |
| GFS Advisors, LLC | 941 | $890.0K | 0.18% | +321+51.8% | Added |
| Peoples Bank | 942 | $890.9K | 0.58% | −227−19.4% | Reduced |
| Winthrop Advisory Group LLC | 945 | $893.6K | 0.11% | −183−16.2% | Reduced |
| Poehling Capital Management, LLC | 945 | $893.8K | 0.23% | −108−10.3% | Reduced |
| Integrity Financial Corp | 945 | $893.8K | 0.51% | +178+23.2% | Added |
| Mraz, Amerine & Associates, Inc. | 962 | $894.3K | 0.15% | +1+0.1% | Added |
| Gladius Capital Management LP | 946 | $894.7K | 0.88% | −1,835−66.0% | Reduced |
| Quest Partners LLC | 947 | $895.7K | 0.10% | +947 | New |
| Argyle Capital Partners, LLC | 948 | $897.1K | 0.77% | −36−3.7% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 949 | $898.0K | 0.03% | +23+2.5% | Added |
| Vance Wealth, Inc. | 954 | $901.9K | 0.34% | +90+10.4% | Added |
| Clarity Wealth Development LLC | 907 | $902.2K | 1.01% | −9−1.0% | Reduced |
| Altus Wealth Group LLC | 955 | $903.2K | 0.42% | −9−0.9% | Reduced |
| Wealthstream Advisors, Inc. | 955 | $903.3K | 0.17% | −36−3.6% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 955 | $903.3K | 0.04% | +6+0.6% | Added |
| American Capital Advisory, LLC | 955 | $903.3K | 0.49% | +5+0.5% | Added |
| Tradewinds, LLC. | 956 | $904.2K | 0.26% | −11−1.1% | Reduced |
| ZRC Wealth Management, LLC | 956 | $904.5K | 0.39% | −64−6.3% | Reduced |
| Altiora Financial Group, LLC | 957 | $905.1K | 0.19% | 00.0% | Unchanged |
| Menard Financial Group LLC | 897 | $906.4K | 0.60% | +20+2.3% | Added |
| Pacific Center for Financial Services | 958 | $906.5K | 0.24% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 959 | $907.1K | 0.15% | −28−2.8% | Reduced |
| Eagle Harbor Asset Management Inc | 962 | $909.8K | 0.92% | −37−3.7% | Reduced |
| Capital Advantage, Inc. | 993 | $909.9K | 0.17% | 00.0% | Unchanged |
| RiverFront Investment Group, LLC | 963 | $910.8K | 0.02% | +131+15.7% | Added |
| KG&L Capital Management,LLC | 964 | $911.7K | 0.30% | +964 | New |
| Investmark Advisory Group LLC | 966 | $914.3K | 0.45% | −1−0.1% | Reduced |
| One Charles Private Wealth Services, LLC | 967 | $915.0K | 0.30% | +3+0.3% | Added |
| LJI Wealth Management, LLC | 968 | $915.5K | 0.18% | 00.0% | Unchanged |
| Quantum Financial Advisors, LLC | 969 | $916.8K | 0.14% | −330−25.4% | Reduced |
| Nestegg Advisors, Inc. | 970 | $917.4K | 0.98% | 00.0% | Unchanged |
| Oak Hill Wealth Advisors, LLC | 970 | $917.5K | 0.21% | +3+0.3% | Added |
| Private Management Group Inc | 976 | $923.1K | 0.03% | −503−34.0% | Reduced |
| Waycross Investment Management Co | 978 | $924.8K | 1.04% | +8+0.8% | Added |
| Weinberger Asset Management, Inc | 980 | $927.2K | 0.40% | +95+10.7% | Added |
| Ellevest, Inc. | 983 | $929.4K | 0.06% | −77−7.3% | Reduced |
| Pettinga Financial Advisors, LLC | 984 | $930.6K | 0.22% | +1+0.1% | Added |
| Capital Square, LLC | 984 | $930.6K | 0.55% | +38+4.0% | Added |
| NFP Retirement, Inc. | 985 | $931.1K | 0.07% | +5+0.5% | Added |
| Petra Financial Advisors Inc | 985 | $931.3K | 0.76% | −897−47.7% | Reduced |
| Sound Income Strategies, LLC | 986 | $932.2K | 0.06% | +80+8.8% | Added |
| Verity & Verity, LLC | 986 | $932.5K | 0.08% | −299−23.3% | Reduced |
| Carrera Capital Advisors | 989 | $935.8K | 0.21% | +171+20.9% | Added |
| Principal Street Partners, LLC | 990 | $936.4K | 0.17% | −13−1.3% | Reduced |
| Bangor Savings Bank | 994 | $940.2K | 0.09% | −109−9.9% | Reduced |
| Strategic Financial Concepts, LLC | 996 | $941.7K | 0.18% | −62−5.9% | Reduced |
| Vista Wealth Management Group, LLC | 996 | $941.8K | 0.06% | +26+2.7% | Added |
| Flynn Zito Capital Management, LLC | 997 | $942.5K | 0.43% | −3−0.3% | Reduced |
| PrairieView Partners, LLC | 998 | $943.0K | 0.10% | +1+0.1% | Added |
| Brown Miller Wealth Management, LLC | 998 | $943.6K | 0.33% | +126+14.4% | Added |
| Riverview Trust Co | 998 | $943.9K | 0.93% | −9−0.9% | Reduced |
| Greenwich Wealth Management LLC | 998 | $944.0K | 0.07% | −199−16.6% | Reduced |
| Grant/GrossMendelsohn, LLC | 965 | $944.4K | 0.53% | −2−0.2% | Reduced |
| Bridgefront Capital, LLC | 999 | $944.8K | 0.27% | −7−0.7% | Reduced |
| Parvin Asset Management, LLC | 1,000 | $945.8K | 1.06% | 00.0% | Unchanged |
| Balentine LLC | 1,000 | $945.8K | 0.04% | +764+323.7% | Added |
| UBS Oconnor LLC | 1,000 | $945.8K | 0.02% | +1,000 | New |
| Armstrong Advisory Group, Inc | 1,033 | $946.5K | 0.08% | 00.0% | Unchanged |
| Meridian Investment Counsel Inc. | 1,001 | $946.7K | 0.28% | 00.0% | Unchanged |
| Hunter Associates Investment Management LLC | 1,006 | $950.0K | 0.15% | −15−1.5% | Reduced |
| Deseret Mutual Benefit Administrators | 1,005 | $950.5K | 0.47% | 00.0% | Unchanged |
| Riversedge Advisors, LLC | 1,006 | $951.0K | 0.21% | +89+9.7% | Added |
| Magnolia Capital Management Ltd | 1,008 | $953.0K | 0.82% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 1,008 | $953.4K | 0.73% | −15−1.5% | Reduced |
| One Day In July LLC | 1,008 | $953.6K | 0.10% | +65+6.9% | Added |
| Marks Group Wealth Management, Inc | 1,009 | $953.9K | 0.09% | +7+0.7% | Added |