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 |
|---|---|---|---|---|---|
| Ascent Capital Management, LLC | 1,009 | $954.2K | 0.96% | +14+1.4% | Added |
| Cetera Trust Company, N.A | 1,009 | $954.3K | 0.61% | −35−3.4% | Reduced |
| Blalock Williams, LLC | 1,011 | $956.2K | 1.07% | +50+5.2% | Added |
| Interchange Capital Partners, LLC | 1,012 | $957.0K | 0.27% | +24+2.4% | Added |
| KPP Advisory Services LLC | 1,012 | $957.2K | 0.18% | +32+3.3% | Added |
| Elwood & Goetz Wealth Advisory Group, LLC | 1,014 | $959.0K | 0.23% | −45−4.2% | Reduced |
| Foster Group, Inc. | 1,014 | $959.5K | 0.04% | +160+18.7% | Added |
| Renasant Bank | 1,015 | $960.0K | 0.64% | −32−3.1% | Reduced |
| Littlejohn Financial Services, Inc. | 1,015 | $960.1K | 0.76% | −62−5.8% | Reduced |
| Eclectic Associates Inc | 1,015 | $960.4K | 0.26% | −91−8.2% | Reduced |
| Rappaport Reiches Capital Management, LLC | 1,017 | $961.7K | 0.24% | +60+6.3% | Added |
| Carolinas Wealth Consulting LLC | 1,018 | $962.4K | 0.21% | +52+5.4% | Added |
| Patton Albertson Miller Group, LLC | 1,020 | $964.7K | 0.14% | +1+0.1% | Added |
| Diligent Investors, LLC | 1,021 | $966.1K | 0.24% | +131+14.7% | Added |
| New Age Alpha Advisors, LLC | 1,022 | $966.6K | 0.04% | −16,391−94.1% | Reduced |
| Barton Investment Management | 1,024 | $968.5K | 0.12% | 00.0% | Unchanged |
| Trinity Financial Advisors LLC | 1,003 | $970.1K | 0.35% | −10−1.0% | Reduced |
| Prairie Wealth Advisors, Inc. | 1,026 | $970.4K | 0.48% | +2+0.2% | Added |
| Fortress Financial Solutions, LLC | 1,031 | $974.8K | 1.41% | +509+97.5% | Added |
| CKW Financial Group | 1,022 | $975.0K | 0.12% | −1,388−57.6% | Reduced |
| First Financial Corp | 1,034 | $977.9K | 0.47% | −13−1.2% | Reduced |
| Profit Investment Management, LLC | 1,035 | $978.9K | 0.91% | 00.0% | Unchanged |
| Postrock Partners LLC | 1,038 | $981.7K | 0.49% | 00.0% | Unchanged |
| Silver Oak Advisory Group, Inc. | 1,040 | $983.0K | 0.52% | +1+0.1% | Added |
| Dominguez Wealth Management Solutions, Inc. | 1,040 | $983.5K | 0.72% | 00.0% | Unchanged |
| Leigh Baldwin & Co., LLC | 1,040 | $983.9K | 0.79% | −32−3.0% | Reduced |
| Independent Wealth Network Inc. | 1,042 | $985.9K | 0.39% | −197−15.9% | Reduced |
| Beach Investment Counsel Inc | 1,042 | $986.0K | 0.15% | −125−10.7% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 1,045 | $988.3K | 0.39% | −89−7.8% | Reduced |
| Park Place Capital Corp | 1,045 | $988.3K | 0.27% | −11−1.0% | Reduced |
| Bear Mountain Capital, Inc. | 998 | $989.2K | 0.38% | +451+82.4% | Added |
| PKS Advisory Services, LLC | 1,048 | $991.3K | 0.27% | +9+0.9% | Added |
| Portfolio Design Labs, LLC | 1,052 | $995.0K | 0.21% | +65+6.6% | Added |
| Vista Investment Partners LLC | 1,052 | $995.0K | 0.30% | +264+33.5% | Added |
| Embree Financial Group | 1,057 | $999.7K | 0.17% | +200+23.3% | Added |
| Trilogy Capital Inc. | 1,057 | $1.00M | 0.05% | +270+34.3% | Added |
| Aspen Investment Management Inc | 1,063 | $1.00M | 0.46% | +317+42.5% | Added |
| Conestoga Capital Advisors, LLC | 1,065 | $1.01M | 0.02% | 00.0% | Unchanged |
| Paces Ferry Wealth Advisors, LLC | 1,069 | $1.01M | 0.50% | −2−0.2% | Reduced |
| Sunbeam Capital Management, LLC | 1,069 | $1.01M | 0.96% | +1+0.1% | Added |
| Werba Rubin Papier Wealth Management | 1,072 | $1.01M | 0.22% | +7+0.7% | Added |
| First National Bank of Hutchinson | 1,074 | $1.02M | 0.67% | +50+4.9% | Added |
| Dale Q Rice Investment Management Ltd | 1,074 | $1.02M | 0.52% | 00.0% | Unchanged |
| Belmont Capital, LLC | 1,076 | $1.02M | 0.18% | +876+438.0% | Added |
| Armstrong Henry H Associates Inc | 1,076 | $1.02M | 0.10% | +45+4.4% | Added |
| Antonelli Financial Advisors, LLC | 1,077 | $1.02M | 0.82% | 00.0% | Unchanged |
| Clarus Wealth Advisors | 1,057 | $1.02M | 0.55% | +95+9.9% | Added |
| CFO4Life Group, LLC | 1,079 | $1.02M | 0.17% | +22+2.1% | Added |
| Consolidated Portfolio Review Corp | 1,080 | $1.02M | 0.16% | −2,131−66.4% | Reduced |
| American Institute for Advanced Investment Management, LLP | 1,080 | $1.02M | 0.78% | −10−0.9% | Reduced |
| Pachira Investments Inc. | 1,099 | $1.02M | 0.72% | −14−1.3% | Reduced |
| Paradigm Asset Management Co LLC | 1,081 | $1.02M | 0.27% | 00.0% | Unchanged |
| 1248 Management, LLC | 1,082 | $1.02M | 0.44% | −875−44.7% | Reduced |
| Midwest Financial Group LLC | 1,084 | $1.02M | 0.60% | +259+31.4% | Added |
| Enzi Wealth | 1,052 | $1.03M | 0.42% | +5+0.5% | Added |
| Souders Financial Advisors | 1,085 | $1.03M | 0.14% | −236−17.9% | Reduced |
| Peoples Financial Services Corp. | 1,086 | $1.03M | 0.49% | 00.0% | Unchanged |
| Kapstone Financial Advisors LLC | 1,086 | $1.03M | 0.58% | 00.0% | Unchanged |
| IFG Advisors, LLC | 1,087 | $1.03M | 0.20% | 00.0% | Unchanged |
| Smart Money Group LLC | 1,093 | $1.03M | 0.35% | +217+24.8% | Added |
| MEMBERS Trust Co | 1,095 | $1.04M | 0.04% | −32−2.8% | Reduced |
| Cahill Financial Advisors Inc | 1,096 | $1.04M | 0.14% | −41−3.6% | Reduced |
| Gen-Wealth Partners Inc | 1,097 | $1.04M | 0.43% | +99+9.9% | Added |
| Nixon Peabody Trust Co | 1,098 | $1.04M | 0.09% | +62+6.0% | Added |
| Clearview Wealth Advisors LLC | 1,098 | $1.04M | 0.78% | 00.0% | Unchanged |
| Sage Capital Management, LLC | 1,099 | $1.04M | 0.56% | 00.0% | Unchanged |
| Lane Generational LLC | 1,100 | $1.04M | 1.18% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 1,100 | $1.04M | 0.33% | +75+7.3% | Added |
| GR Financial Group, LLC | 1,100 | $1.04M | 0.16% | −24−2.1% | Reduced |
| Long Island Wealth Management, Inc. | 1,101 | $1.04M | 0.63% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 1,102 | $1.04M | 0.14% | +12+1.1% | Added |
| Capital Wealth Alliance, LLC | 1,105 | $1.05M | 0.62% | −23−2.0% | Reduced |
| Optima Capital LLC | 1,106 | $1.05M | 0.67% | −129−10.4% | Reduced |
| Novus Advisors, LLC | 1,106 | $1.05M | 1.06% | +22+2.0% | Added |
| Elevate Capital Advisors, LLC | 1,106 | $1.05M | 0.97% | −105−8.7% | Reduced |
| Founders Financial Alliance, LLC | 1,108 | $1.05M | 0.25% | +17+1.6% | Added |
| Bennett Selby Investments LP | 1,109 | $1.05M | 0.41% | +165+17.5% | Added |
| Hemington Wealth Management | 1,111 | $1.05M | 0.16% | +13+1.2% | Added |
| Wisconsin Wealth Advisors, LLC | 1,111 | $1.05M | 1.51% | +50+4.7% | Added |
| Addison Capital Co | 1,114 | $1.05M | 0.41% | 00.0% | Unchanged |
| Obsidian Personal Planning Solutions LLC | 1,060 | $1.05M | 0.47% | −2−0.2% | Reduced |
| Synergy Financial Group, LTD | 1,116 | $1.06M | 0.95% | −4−0.4% | Reduced |
| Howard Wealth Management, LLC | 1,118 | $1.06M | 0.59% | 00.0% | Unchanged |
| Kaizen Financial Strategies | 1,119 | $1.06M | 0.61% | +207+22.7% | Added |
| Financial Perspectives, Inc | 1,120 | $1.06M | 0.36% | +305+37.4% | Added |
| Leonteq Securities AG | 1,122 | $1.06M | 0.08% | −835−42.7% | Reduced |
| Buttonwood Financial Advisors Inc. | 1,121 | $1.06M | 0.47% | −235−17.3% | Reduced |
| TFB Advisors LLC | 1,121 | $1.06M | 0.31% | +25+2.3% | Added |
| Chaney Capital Management, Inc. | 1,121 | $1.06M | 0.47% | 00.0% | Unchanged |
| LongView Wealth Management | 1,123 | $1.06M | 0.32% | +3+0.3% | Added |
| Breakwater Capital Group | 1,129 | $1.07M | 0.19% | +137+13.8% | Added |
| Brandywine Oak Private Wealth LLC | 1,131 | $1.07M | 0.10% | −145−11.4% | Reduced |
| American State Bank (Iowa) | 1,132 | $1.07M | 0.65% | +13+1.2% | Added |
| Northern Capital Management, Inc. | 1,133 | $1.07M | 0.70% | +30+2.7% | Added |
| Biltmore Wealth Management, LLC | 1,133 | $1.07M | 0.45% | +15+1.3% | Added |
| Cromwell Holdings LLC | 1,134 | $1.07M | 0.69% | −10−0.9% | Reduced |
| TSFG, LLC | 1,140 | $1.08M | 0.22% | +155+15.7% | Added |
| Destiny Capital Corp | 1,141 | $1.08M | 0.74% | +25+2.2% | Added |
| Castle Wealth Management LLC | 1,141 | $1.08M | 0.42% | +96+9.2% | Added |
| Essex LLC | 1,143 | $1.08M | 0.23% | +312+37.5% | Added |