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 |
|---|---|---|---|---|---|
| First Commonwealth Financial Corp | 1,294 | $1.22M | 0.29% | −50−3.7% | Reduced |
| Providence Wealth Advisors, LLC | 1,296 | $1.23M | 0.93% | +12+0.9% | Added |
| Buckhead Capital Management LLC | 1,298 | $1.23M | 0.39% | −143−9.9% | Reduced |
| Sentinus, LLC | 1,299 | $1.23M | 0.34% | +101+8.4% | Added |
| Wilson & Boucher Capital Management, LLC | 1,310 | $1.24M | 0.92% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 1,310 | $1.24M | 0.46% | −35−2.6% | Reduced |
| Smith Shellnut Wilson LLC | 1,312 | $1.24M | 0.57% | +41+3.2% | Added |
| Smith, Moore & Co. | 1,314 | $1.24M | 0.12% | −24−1.8% | Reduced |
| Gleason Group, Inc. | 1,316 | $1.25M | 0.22% | −54−3.9% | Reduced |
| Kennebec Savings Bank | 1,319 | $1.25M | 1.32% | +5+0.4% | Added |
| Evelyn Partners Investment Management Services Ltd | 1,322 | $1.25M | 0.21% | −231−14.9% | Reduced |
| Redmond Asset Management, LLC | 1,325 | $1.25M | 0.32% | 00.0% | Unchanged |
| Merrion Investment Management Co, LLC | 1,325 | $1.25M | 0.90% | +35+2.7% | Added |
| Granite Bay Wealth Management, LLC | 1,326 | $1.25M | 0.44% | 00.0% | Unchanged |
| Finward Bancorp | 1,326 | $1.25M | 1.09% | 00.0% | Unchanged |
| Stablepoint Partners, LLC | 1,327 | $1.26M | 0.23% | +2+0.2% | Added |
| Leo Wealth, LLC | 1,327 | $1.26M | 0.18% | −1,481−52.7% | Reduced |
| Values Added Financial LLC | 1,328 | $1.26M | 0.70% | +28+2.2% | Added |
| Stableford Capital II LLC | 1,267 | $1.26M | 0.53% | −41−3.1% | Reduced |
| Integrated Investment Consultants, LLC | 1,334 | $1.26M | 0.25% | +150+12.7% | Added |
| Maxele Advisors, LLC | 1,334 | $1.26M | 1.22% | +22+1.7% | Added |
| Resurgent Financial Advisors LLC | 1,334 | $1.26M | 0.76% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 1,338 | $1.27M | 0.11% | +108+8.8% | Added |
| Van Cleef Asset Management,Inc | 1,338 | $1.27M | 0.14% | 00.0% | Unchanged |
| Scientech Research LLC | 1,339 | $1.27M | 0.34% | −288−17.7% | Reduced |
| Vision Financial Markets LLC | 1,340 | $1.27M | 1.38% | +40+3.1% | Added |
| Cable Hill Partners, LLC | 1,274 | $1.27M | 0.12% | −7−0.5% | Reduced |
| CLG LLC | 1,341 | $1.27M | 0.44% | +100+8.1% | Added |
| WestHill Financial Advisors, Inc. | 1,343 | $1.27M | 0.29% | −90−6.3% | Reduced |
| Inscription Capital, LLC | 1,734 | $1.27M | 0.21% | +1,734 | New |
| YANKCOM Partnership | 1,345 | $1.27M | 0.70% | −41−3.0% | Reduced |
| Missouri Trust & Investment Co | 1,346 | $1.27M | 0.45% | +13+1.0% | Added |
| Capital Advisors, Ltd. LLC | 1,347 | $1.27M | 0.17% | +4+0.3% | Added |
| Fire Capital Management LLC | 1,350 | $1.28M | 0.94% | +15+1.1% | Added |
| Oarsman Capital, Inc. | 1,350 | $1.28M | 0.23% | +37+2.8% | Added |
| West Bancorporation Inc | 1,351 | $1.28M | 0.87% | −10−0.7% | Reduced |
| Helen Stephens Group, LLC | 1,353 | $1.28M | 0.36% | +20+1.5% | Added |
| Roxbury Financial LLC | 1,221 | $1.28M | 1.25% | −1−0.1% | Reduced |
| Sloy Dahl & Holst, LLC | 1,354 | $1.28M | 0.22% | −7−0.5% | Reduced |
| BSW Wealth Partners | 1,356 | $1.28M | 0.19% | −11−0.8% | Reduced |
| Duncan Williams Asset Management, LLC | 1,357 | $1.28M | 0.46% | +353+35.2% | Added |
| Sage Rhino Capital LLC | 1,361 | $1.29M | 0.30% | −10−0.7% | Reduced |
| Hofer & Associates. Inc | 1,361 | $1.29M | 0.87% | −1−0.1% | Reduced |
| Sentry Investment Management LLC | 1,418 | $1.29M | 0.87% | −270−16.0% | Reduced |
| Prudent Man Advisors, LLC | 1,364 | $1.29M | 0.47% | +64+4.9% | Added |
| Corundum Group, Inc. | 1,365 | $1.29M | 0.62% | −629−31.5% | Reduced |
| Cary Street Partner Investment Advisory LLC | 1,371 | $1.30M | 0.75% | +315+29.8% | Added |
| Biltmore Family Office, LLC | 1,372 | $1.30M | 0.22% | +82+6.4% | Added |
| Karani Asset Management LLC | 1,373 | $1.30M | 1.37% | −1,235−47.4% | Reduced |
| Greatmark Investment Partners, Inc. | 1,376 | $1.30M | 0.18% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 1,378 | $1.30M | 1.03% | −82−5.6% | Reduced |
| Gateway Wealth Partners, LLC | 1,380 | $1.30M | 0.29% | +27+2.0% | Added |
| Ritter Daniher Financial Advisory LLC | 1,381 | $1.31M | 0.36% | −100−6.8% | Reduced |
| Cahaba Wealth Management, Inc. | 1,384 | $1.31M | 0.11% | +96+7.5% | Added |
| Eagle Global Advisors LLC | 1,387 | $1.31M | 0.05% | −5−0.4% | Reduced |
| Meadow Creek Wealth Advisors LLC | 1,387 | $1.31M | 0.98% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 1,387 | $1.31M | 0.00% | −5−0.4% | Reduced |
| Pasadena Private Wealth, LLC | 1,388 | $1.31M | 0.25% | +1,012+269.1% | Added |
| BXM Wealth LLC | 1,389 | $1.31M | 1.58% | +65+4.9% | Added |
| River Street Advisors LLC | 1,390 | $1.31M | 0.65% | −732−34.5% | Reduced |
| Burton Enright Welch | 1,391 | $1.32M | 0.27% | −1−0.1% | Reduced |
| Gratus Wealth Advisors, LLC | 1,393 | $1.32M | 0.22% | −39−2.7% | Reduced |
| Heritage Trust Co | 1,393 | $1.32M | 0.16% | −4−0.3% | Reduced |
| Argent Advisors, Inc. | 1,394 | $1.32M | 0.44% | +55+4.1% | Added |
| Elevated Capital Advisors, LLC | 1,395 | $1.32M | 0.37% | −45−3.1% | Reduced |
| Thompson Davis & Co., Inc. | 1,397 | $1.32M | 1.04% | +9+0.6% | Added |
| Scott Capital Advisors, LLC | 1,398 | $1.32M | 0.39% | +50+3.7% | Added |
| Smith Anglin Financial, LLC | 1,399 | $1.32M | 0.14% | +94+7.2% | Added |
| Garden State Investment Advisory Services LLC | 1,398 | $1.32M | 0.42% | +29+2.1% | Added |
| Hikari Tsushin, Inc. | 1,400 | $1.32M | 0.09% | 00.0% | Unchanged |
| First Nebraska Trust Co | 1,402 | $1.33M | 0.13% | +31+2.3% | Added |
| Custom Index Systems, LLC | 1,403 | $1.33M | 0.67% | +59+4.4% | Added |
| RVW Wealth, LLC | 1,404 | $1.33M | 0.12% | +698+98.9% | Added |
| Mathes Company, Inc. | 1,406 | $1.33M | 0.54% | −1,068−43.2% | Reduced |
| Brown Financial Advisors | 1,411 | $1.33M | 0.55% | +281+24.9% | Added |
| Berkshire Bank | 1,411 | $1.33M | 0.33% | +162+13.0% | Added |
| Coastwise Capital Group, LLC | 1,411 | $1.33M | 1.12% | −151−9.7% | Reduced |
| Sax Wealth Advisors, LLC | 1,412 | $1.34M | 0.10% | +87+6.6% | Added |
| Readystate Asset Management LP | 1,412 | $1.34M | 0.07% | +1,412 | New |
| Northern Oak Wealth Management Inc | 1,413 | $1.34M | 0.17% | −104−6.9% | Reduced |
| Baader Bank INC | 1,439 | $1.34M | 0.14% | +109+8.2% | Added |
| BIP Wealth, LLC | 1,419 | $1.34M | 0.09% | −76−5.1% | Reduced |
| Richard W. Paul & Associates, LLC | 1,420 | $1.34M | 0.53% | −135−8.7% | Reduced |
| Schulhoff & Co Inc | 1,420 | $1.34M | 0.59% | −24−1.7% | Reduced |
| JBR Co Financial Management Inc | 1,420 | $1.34M | 0.79% | 00.0% | Unchanged |
| Vestor Capital, LLC | 1,422 | $1.34M | 0.11% | −25−1.7% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 1,424 | $1.35M | 0.15% | −50−3.4% | Reduced |
| Clearwater Capital Advisors, LLC | 1,425 | $1.35M | 0.13% | +53+3.9% | Added |
| HBW Advisory Services LLC | 1,426 | $1.35M | 0.19% | −72−4.8% | Reduced |
| Sentry LLC | 1,428 | $1.35M | 0.26% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 1,430 | $1.35M | 0.21% | −19−1.3% | Reduced |
| Wood Tarver Financial Group, LLC | 1,434 | $1.36M | 0.44% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 1,438 | $1.36M | 0.20% | −219−13.2% | Reduced |
| Magnus Financial Group LLC | 1,438 | $1.36M | 0.13% | +96+7.2% | Added |
| Up Strategic Wealth Investment Advisors LLC | 1,442 | $1.36M | 1.21% | +91+6.7% | Added |
| Grimes & Company, Inc. | 1,442 | $1.36M | 0.04% | +33+2.3% | Added |
| Montag & Caldwell, LLC | 1,443 | $1.36M | 0.32% | 00.0% | Unchanged |
| Five Oceans Advisors | 1,444 | $1.37M | 0.65% | +2+0.1% | Added |
| Arlington Capital Management, Inc. | 1,445 | $1.37M | 1.04% | +44+3.1% | Added |
| Waypoint Wealth Partners Inc. | 1,446 | $1.37M | 0.38% | +98+7.3% | Added |