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 |
|---|---|---|---|---|---|
| Paulson Wealth Management Inc. | 1,446 | $1.37M | 0.38% | −24−1.6% | Reduced |
| 3Chopt Investment Partners, LLC | 1,449 | $1.37M | 0.36% | +1,449 | New |
| Bender Robert & Associates | 1,451 | $1.37M | 0.35% | −31−2.1% | Reduced |
| Heritage Financial Services, LLC | 1,452 | $1.37M | 0.14% | −23−1.6% | Reduced |
| Forte Capital LLC | 1,452 | $1.37M | 0.16% | −1,028−41.5% | Reduced |
| Kestra Investment Management, LLC | 1,454 | $1.38M | 0.04% | +650+80.8% | Added |
| FLC Capital Advisors | 1,460 | $1.38M | 0.31% | +176+13.7% | Added |
| Mosaic Family Wealth Partners, LLC | 1,461 | $1.38M | 0.20% | −51−3.4% | Reduced |
| Norris Financial Group, LLC | 1,463 | $1.38M | 0.65% | −2,396−62.1% | Reduced |
| 1776 Wealth LLC | 1,463 | $1.38M | 0.64% | −24−1.6% | Reduced |
| Waldron Private Wealth LLC | 1,464 | $1.38M | 0.07% | −2,212−60.2% | Reduced |
| Signet Investment Advisory Group, Inc. | 1,464 | $1.38M | 0.70% | +29+2.0% | Added |
| Boltwood Capital Management | 1,464 | $1.38M | 0.42% | +204+16.2% | Added |
| First National Bank & Trust Co of Newtown | 1,465 | $1.39M | 0.29% | 00.0% | Unchanged |
| ORBA Wealth Advisors, L.L.C. | 1,465 | $1.39M | 0.70% | 00.0% | Unchanged |
| Putney Financial Group LLC | 1,468 | $1.39M | 1.46% | −2,015−57.9% | Reduced |
| Davis Capital Management | 1,469 | $1.39M | 1.11% | −3−0.2% | Reduced |
| BankPlus Trust Department | 1,470 | $1.39M | 0.46% | −7−0.5% | Reduced |
| SNS Financial Group, LLC | 1,470 | $1.39M | 0.14% | +31+2.2% | Added |
| Mission Financial Group, LLC | 1,395 | $1.39M | 1.29% | +1,395 | New |
| Creekmur Asset Management LLC | 1,473 | $1.39M | 0.29% | −611−29.3% | Reduced |
| Winthrop Capital Management, LLC | 1,474 | $1.39M | 0.38% | −155−9.5% | Reduced |
| Anfield Capital Management, LLC | 1,475 | $1.40M | 0.52% | −314−17.6% | Reduced |
| First Command Advisory Services, Inc. | 1,476 | $1.40M | 0.01% | −52−3.4% | Reduced |
| LBMC Investment Advisors, LLC | 1,481 | $1.40M | 0.11% | 00.0% | Unchanged |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 1,481 | $1.40M | 0.66% | +1,481 | New |
| Wrapmanager Inc | 1,481 | $1.40M | 0.37% | +45+3.1% | Added |
| LifeSteps Financial, Inc. | 1,483 | $1.40M | 1.14% | +5+0.3% | Added |
| Veracity Capital LLC | 1,484 | $1.40M | 0.55% | −21−1.4% | Reduced |
| BKD Wealth Advisors, LLC | 1,484 | $1.40M | 0.03% | +109+7.9% | Added |
| Tortoise Investment Management, LLC | 1,485 | $1.40M | 0.15% | −92−5.8% | Reduced |
| Weaver Consulting Group | 1,486 | $1.41M | 0.42% | +55+3.8% | Added |
| Chancellor Financial Group WB LP | 1,487 | $1.41M | 1.17% | −85−5.4% | Reduced |
| Wealth Architects, LLC | 1,488 | $1.41M | 0.16% | +197+15.3% | Added |
| RIA Advisory Group LLC | 1,489 | $1.41M | 0.46% | −77−4.9% | Reduced |
| Zhang Financial LLC | 1,490 | $1.41M | 0.07% | −37−2.4% | Reduced |
| Virtus Investment Advisers, Inc. | 1,491 | $1.41M | 0.38% | +1,491 | New |
| Radnor Capital Management, LLC | 1,492 | $1.41M | 0.24% | +50+3.5% | Added |
| Paragon Capital Management Inc | 1,492 | $1.41M | 1.14% | +1,492 | New |
| Fortis Capital Management LLC | 1,492 | $1.41M | 0.27% | −4,534−75.2% | Reduced |
| Hutchinson Capital Management | 1,493 | $1.41M | 0.27% | +1+0.1% | Added |
| Spectrum Asset Management, Inc. (NB/CA) | 1,494 | $1.41M | 0.63% | −554−27.1% | Reduced |
| Seeds Investor LLC | 1,497 | $1.42M | 0.40% | +13+0.9% | Added |
| GW Henssler & Associates Ltd | 1,500 | $1.42M | 0.08% | +4+0.3% | Added |
| Lazari Capital Management, Inc. | 1,500 | $1.42M | 0.58% | +655+77.5% | Added |
| Ewa, LLC | 1,502 | $1.42M | 0.53% | +31+2.1% | Added |
| Skyline Advisors, Inc. | 1,503 | $1.42M | 0.56% | −47−3.0% | Reduced |
| Orser Capital Management, LLC | 1,504 | $1.42M | 1.14% | +1,504 | New |
| David R. Rahn & Associates Inc. | 1,510 | $1.43M | 0.41% | 00.0% | Unchanged |
| Hoxton Planning & Management, LLC | 1,511 | $1.43M | 0.55% | −18−1.2% | Reduced |
| Levin Capital Strategies, L.P. | 1,513 | $1.43M | 0.15% | −425−21.9% | Reduced |
| Cardiff Park Advisors, LLC | 1,513 | $1.43M | 0.14% | 00.0% | Unchanged |
| Continental Investors Services, Inc. | 1,516 | $1.43M | 2.85% | +13+0.9% | Added |
| Versant Capital Management, Inc | 1,517 | $1.43M | 0.24% | +890+141.9% | Added |
| Fulcrum Capital LLC | 1,518 | $1.44M | 0.32% | −340−18.3% | Reduced |
| Personal Cfo Solutions, LLC | 1,519 | $1.44M | 0.29% | +167+12.4% | Added |
| WJ Wealth Management, LLC | 1,522 | $1.44M | 0.51% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 1,523 | $1.44M | 0.39% | −36−2.3% | Reduced |
| Mount Yale Investment Advisors, LLC | 1,530 | $1.45M | 0.12% | +84+5.8% | Added |
| Allied Investment Advisors, LLC | 1,532 | $1.45M | 0.27% | −165−9.7% | Reduced |
| PAX Financial Group, LLC | 1,532 | $1.45M | 0.26% | +13+0.9% | Added |
| Sage Advisors, LLC | 1,532 | $1.45M | 1.02% | +68+4.6% | Added |
| Excalibur Management Corp | 1,533 | $1.45M | 0.57% | +2+0.1% | Added |
| Mount Lucas Management LP | 1,535 | $1.45M | 0.68% | −2,296−59.9% | Reduced |
| Nabity-Jensen Investment Management Inc | 1,535 | $1.45M | 1.15% | −3−0.2% | Reduced |
| Consilium Wealth Advisory, LLC | 1,536 | $1.45M | 0.73% | −37−2.4% | Reduced |
| LexAurum Advisors, LLC | 1,538 | $1.45M | 0.28% | +13+0.9% | Added |
| D'Orazio & Associates, Inc. | 1,539 | $1.46M | 0.22% | +48+3.2% | Added |
| DT Investment Partners, LLC | 1,543 | $1.46M | 0.14% | −126−7.5% | Reduced |
| Adirondack Trust Co | 1,545 | $1.46M | 0.57% | −15−1.0% | Reduced |
| Corps Capital Advisors, LLC | 1,547 | $1.46M | 1.54% | +10+0.7% | Added |
| Family Firm, Inc. | 1,547 | $1.46M | 0.33% | −4−0.3% | Reduced |
| MBL Wealth, LLC | 1,551 | $1.47M | 0.15% | +161+11.6% | Added |
| Financial Partners Group, LLC | 1,553 | $1.47M | 0.64% | −97−5.9% | Reduced |
| Stonebrook Private Inc. | 1,558 | $1.47M | 0.38% | +119+8.3% | Added |
| Sompo Asset Management Co., Ltd. | 1,560 | $1.48M | 0.27% | +50+3.3% | Added |
| United Advisor Group, LLC | 1,560 | $1.48M | 0.30% | −727−31.8% | Reduced |
| KLCM Advisors, Inc. | 1,565 | $1.48M | 0.17% | +2+0.1% | Added |
| Fullerton Fund Management Co Ltd. | 1,565 | $1.48M | 0.10% | +1,565 | New |
| Global Strategic Investment Solutions, LLC | 1,569 | $1.48M | 0.17% | 00.0% | Unchanged |
| Canvas Wealth Advisors, LLC | 1,516 | $1.48M | 0.38% | +79+5.5% | Added |
| Altfest L J & Co Inc | 1,570 | $1.49M | 0.19% | −2−0.1% | Reduced |
| Columbia Advisory Partners LLC | 1,573 | $1.49M | 1.29% | +48+3.1% | Added |
| Riverpark Capital Management LLC | 1,574 | $1.49M | 2.73% | 00.0% | Unchanged |
| Prentice Wealth Management LLC | 1,578 | $1.49M | 0.43% | −159−9.2% | Reduced |
| Northern Financial Advisors Inc | 1,581 | $1.50M | 1.23% | +3+0.2% | Added |
| Enclave Advisors LLC | 1,582 | $1.50M | 0.26% | +430+37.3% | Added |
| Ridgecrest Wealth Partners, LLC | 1,583 | $1.50M | 0.78% | +9+0.6% | Added |
| Investor's Fiduciary Advisor Network, LLC | 1,584 | $1.50M | 0.71% | −436−21.6% | Reduced |
| Flavin Financial Services, Inc. | 1,584 | $1.50M | 1.38% | −46−2.8% | Reduced |
| Pollock Investment Advisors, LLC | 1,590 | $1.50M | 1.22% | 00.0% | Unchanged |
| Hemenway Trust Co LLC | 1,591 | $1.50M | 0.12% | −36−2.2% | Reduced |
| CRA Financial Services, LLC | 1,594 | $1.51M | 0.26% | +184+13.0% | Added |
| Marathon Trading Investment Management LLC | 1,594 | $1.51M | 0.80% | +1,594 | New |
| Bernard Wealth Management Corp. | 1,594 | $1.51M | 0.74% | −2−0.1% | Reduced |
| Arbor Capital Management Inc | 1,565 | $1.51M | 1.46% | +19+1.2% | Added |
| Trueblood Wealth Management, LLC | 1,597 | $1.51M | 0.70% | +212+15.3% | Added |
| Financial & Tax Architects, LLC | 1,599 | $1.51M | 0.38% | −146−8.4% | Reduced |
| Heirloom Wealth Management | 1,604 | $1.52M | 0.43% | −80−4.8% | Reduced |
| Broadway Wealth Solutions, Inc. | 1,604 | $1.52M | 1.11% | −25−1.5% | Reduced |