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 |
|---|---|---|---|---|---|
| Cyrus J. Lawrence, LLC | 1,144 | $1.08M | 4.09% | −17,389−93.8% | Reduced |
| Lee Financial Co | 1,143 | $1.08M | 0.17% | −109−8.7% | Reduced |
| Dover Advisors, LLC | 1,143 | $1.08M | 0.47% | +16+1.4% | Added |
| Cascade Investment Group, Inc. | 1,148 | $1.09M | 0.83% | −89−7.2% | Reduced |
| Wolff Wiese Magana LLC | 1,148 | $1.09M | 0.74% | +681+145.8% | Added |
| Westside Investment Management, Inc. | 1,144 | $1.09M | 0.23% | +18+1.6% | Added |
| Builder Investment Group Inc | 1,150 | $1.09M | 0.31% | 00.0% | Unchanged |
| Fusion Capital, LLC | 1,152 | $1.09M | 0.42% | −45−3.8% | Reduced |
| Beverly Hills Private Wealth, LLC | 1,155 | $1.09M | 0.22% | +33+2.9% | Added |
| Evernest Financial Advisors, LLC | 1,155 | $1.09M | 0.39% | +8+0.7% | Added |
| Strengthening Families & Communities, LLC | 1,157 | $1.09M | 0.67% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 1,136 | $1.09M | 0.21% | +13+1.2% | Added |
| Bond & Devick Financial Network, Inc. | 1,160 | $1.10M | 0.40% | +58+5.3% | Added |
| Morton Capital Management LLC | 1,162 | $1.10M | 0.21% | −126−9.8% | Reduced |
| Helium Advisors LLC | 1,164 | $1.10M | 0.80% | −33−2.8% | Reduced |
| Delap Wealth Advisory, LLC | 1,171 | $1.11M | 0.62% | −13−1.1% | Reduced |
| Crown Wealth Group, LLC | 1,175 | $1.11M | 0.58% | +100+9.3% | Added |
| Astoria Portfolio Advisors LLC. | 1,140 | $1.11M | 0.38% | +314+38.0% | Added |
| Acropolis Investment Management, LLC | 1,177 | $1.11M | 0.07% | +10+0.9% | Added |
| Onefund, LLC | 1,177 | $1.11M | 1.14% | −12−1.0% | Reduced |
| TPG Advisors LLC | 1,177 | $1.11M | 0.88% | 00.0% | Unchanged |
| PBMares Wealth Management LLC | 1,177 | $1.11M | 0.22% | −18−1.5% | Reduced |
| JT Stratford LLC | 1,179 | $1.12M | 0.20% | −129−9.9% | Reduced |
| Lawson Kroeker Investment Management Inc | 1,180 | $1.12M | 0.21% | 00.0% | Unchanged |
| Heartwood Wealth Advisors LLC | 1,180 | $1.12M | 0.13% | +1+0.1% | Added |
| Atala Financial Inc | 1,181 | $1.12M | 0.84% | 00.0% | Unchanged |
| Veritas Investment Partners (UK) Ltd. | 1,182 | $1.12M | 0.02% | −200−14.5% | Reduced |
| Evergreen Wealth Solutions, LLC | 1,184 | $1.12M | 0.76% | −42−3.4% | Reduced |
| Waters Parkerson & Co., LLC | 1,184 | $1.12M | 0.06% | +204+20.8% | Added |
| Aureus Asset Management, LLC | 1,189 | $1.12M | 0.08% | 00.0% | Unchanged |
| Milestone Asset Management Group, LLC | 1,191 | $1.13M | 1.02% | +7+0.6% | Added |
| KC Investment Advisors, LLC | 1,194 | $1.13M | 0.25% | −27−2.2% | Reduced |
| Gilliland Jeter Wealth Management LLC | 1,196 | $1.13M | 0.40% | +1+0.1% | Added |
| Claris Financial LLC | 1,234 | $1.13M | 0.74% | 00.0% | Unchanged |
| Hilltop Partners LLC | 1,200 | $1.13M | 0.38% | +88+7.9% | Added |
| Surience Private Wealth LLC | 1,200 | $1.13M | 1.98% | 00.0% | Unchanged |
| Northstar Financial Companies, Inc. | 1,200 | $1.14M | 1.23% | −732−37.9% | Reduced |
| Hallmark Capital Management Inc | 1,204 | $1.14M | 0.09% | +26+2.2% | Added |
| Henshaw Capital LLC | 1,207 | $1.14M | 0.05% | +1,207 | New |
| LifeWealth Investments, LLC | 1,207 | $1.14M | 0.25% | +752+165.3% | Added |
| Whelan Financial | 1,209 | $1.14M | 0.44% | +263+27.8% | Added |
| Marshall & Sullivan Inc | 1,210 | $1.14M | 0.58% | −136−10.1% | Reduced |
| Tyler-Stone Wealth Management | 1,215 | $1.15M | 0.21% | −43−3.4% | Reduced |
| Bedel Financial Consulting, Inc. | 1,139 | $1.15M | 0.17% | −22−1.9% | Reduced |
| Williamson Legacy Group, LLC | 1,218 | $1.15M | 1.09% | +6+0.5% | Added |
| Intelligent Financial Strategies | 1,221 | $1.15M | 0.60% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 1,222 | $1.16M | 0.03% | −354−22.5% | Reduced |
| Sachetta, LLC | 1,223 | $1.16M | 0.47% | −2−0.2% | Reduced |
| Wescott Financial Advisory Group, LLC | 1,224 | $1.16M | 0.12% | −5−0.4% | Reduced |
| Fairview Capital Investment Management, LLC | 1,225 | $1.16M | 0.06% | +389+46.5% | Added |
| Parthenon LLC | 1,228 | $1.16M | 0.14% | 00.0% | Unchanged |
| Madison Wealth Partners, Inc | 1,228 | $1.16M | 0.29% | 00.0% | Unchanged |
| Heartland Bank & Trust Co | 1,230 | $1.16M | 0.60% | +174+16.5% | Added |
| Acorns Advisers, LLC | 1,231 | $1.16M | 0.01% | +156+14.5% | Added |
| Richard P Slaughter Associates Inc | 1,231 | $1.16M | 0.27% | +1,231 | New |
| Atlas Legacy Advisors, LLC | 1,233 | $1.17M | 0.30% | −96−7.2% | Reduced |
| Invera Wealth Advisors, LLC | 1,236 | $1.17M | 0.76% | −523−29.7% | Reduced |
| Brady Martz Wealth Solutions, LLC | 1,236 | $1.17M | 0.26% | −14−1.1% | Reduced |
| Creative Financial Designs Inc | 1,238 | $1.17M | 0.09% | −35−2.7% | Reduced |
| Phoenix Wealth Advisors | 1,238 | $1.17M | 0.51% | +1+0.1% | Added |
| West Paces Advisors Inc. | 1,239 | $1.17M | 0.27% | −37−2.9% | Reduced |
| Sharper & Granite LLC | 1,239 | $1.17M | 0.48% | 00.0% | Unchanged |
| Court Place Advisors, LLC | 1,240 | $1.17M | 0.39% | +18+1.5% | Added |
| Gill Capital Partners, LLC | 1,241 | $1.17M | 0.41% | −29−2.3% | Reduced |
| Tabor Asset Management, LP | 1,242 | $1.17M | 0.94% | +1,242 | New |
| Lewis Asset Management, LLC | 1,242 | $1.17M | 0.97% | −42−3.3% | Reduced |
| Stevens Capital Management LP | 1,242 | $1.18M | 0.29% | −2,921−70.2% | Reduced |
| Martin & Co Inc | 1,244 | $1.18M | 0.23% | −31−2.4% | Reduced |
| Aristotle Capital Management, LLC | 1,245 | $1.18M | 0.00% | 00.0% | Unchanged |
| Summit Asset Management, LLC | 1,245 | $1.18M | 0.20% | +6+0.5% | Added |
| Houlihan Financial Resource Group, Ltd. | 1,246 | $1.18M | 0.53% | −100−7.4% | Reduced |
| Texas Capital Bancshares Inc | 1,246 | $1.18M | 0.50% | −27−2.1% | Reduced |
| WP Advisors, LLC | 1,247 | $1.18M | 0.39% | −52−4.0% | Reduced |
| Cardinal Strategic Wealth Guidance | 1,247 | $1.18M | 0.38% | −223−15.2% | Reduced |
| BluePath Capital Management, LLC | 1,248 | $1.18M | 1.23% | −1,895−60.3% | Reduced |
| CPA Asset Management LLC | 1,249 | $1.18M | 0.52% | 00.0% | Unchanged |
| Archer Investment Corp | 1,250 | $1.18M | 0.31% | −40−3.1% | Reduced |
| Seven Mile Advisory | 1,251 | $1.18M | 0.79% | +36+3.0% | Added |
| LaFleur & Godfrey LLC | 1,255 | $1.19M | 0.16% | 00.0% | Unchanged |
| Mendel Money Management | 1,256 | $1.19M | 0.56% | +46+3.8% | Added |
| Notis-McConarty Edward | 1,258 | $1.19M | 0.61% | −210−14.3% | Reduced |
| Keating Investment Counselors Inc | 1,260 | $1.19M | 0.36% | −530−29.6% | Reduced |
| Tevis Investment Management | 1,302 | $1.19M | 0.89% | 00.0% | Unchanged |
| Seelaus Asset Management LLC | 1,262 | $1.19M | 1.14% | 00.0% | Unchanged |
| Main Street Group, LTD | 1,264 | $1.19M | 0.46% | −6−0.5% | Reduced |
| Coordinated Financial Services, Inc. | 1,266 | $1.20M | 0.92% | +1,266 | New |
| Palisades Hudson Asset Management, L.P. | 1,268 | $1.20M | 0.54% | −7−0.5% | Reduced |
| Revolve Wealth Partners, LLC | 1,270 | $1.20M | 0.17% | +147+13.1% | Added |
| Motiv8 Investments LLC | 1,272 | $1.20M | 0.80% | −40−3.0% | Reduced |
| Keystone Financial Group | 1,274 | $1.21M | 0.12% | +224+21.3% | Added |
| Birinyi Associates Inc | 1,275 | $1.21M | 0.39% | −3,500−73.3% | Reduced |
| Brevan Howard Capital Management LP | 1,277 | $1.21M | 0.03% | −1,638−56.2% | Reduced |
| TCFG Wealth Management, LLC | 1,278 | $1.21M | 0.61% | −6−0.5% | Reduced |
| West Chester Capital Advisors, Inc | 1,282 | $1.21M | 0.70% | −78−5.7% | Reduced |
| Walleye Capital LLC | 1,283 | $1.21M | 0.01% | −25,806−95.3% | Reduced |
| Childress Capital Advisors, LLC | 1,283 | $1.21M | 0.35% | +30+2.4% | Added |
| Purkiss Capital Advisors LLC | 1,285 | $1.22M | 0.92% | +730+131.5% | Added |
| Formidable Asset Management, LLC | 1,286 | $1.22M | 0.20% | −3−0.2% | Reduced |
| Montgomery Investment Management Inc | 1,290 | $1.22M | 0.49% | 00.0% | Unchanged |
| Strategic Investment Advisors | 1,293 | $1.22M | 0.13% | −25−1.9% | Reduced |