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 |
|---|---|---|---|---|---|
| Red Mountain Financial, LLC | 1,607 | $1.52M | 1.85% | −40−2.4% | Reduced |
| MSH Capital Advisors LLC | 1,608 | $1.52M | 0.47% | +4+0.2% | Added |
| waypoint wealth counsel | 1,609 | $1.52M | 0.96% | +80+5.2% | Added |
| Camelot Portfolios, LLC | 1,612 | $1.52M | 0.95% | +1,376+583.1% | Added |
| Keystone Investors Pte Ltd | 1,615 | $1.53M | 0.21% | +1,615 | New |
| Bank of Hawaii | 1,616 | $1.53M | 0.09% | −14−0.9% | Reduced |
| Eqis Capital Management, Inc. | 1,616 | $1.53M | 0.13% | −84−4.9% | Reduced |
| Fortune 45 LLC | 1,617 | $1.53M | 1.00% | +523+47.8% | Added |
| Aprio Wealth Management, LLC | 1,621 | $1.53M | 0.19% | +28+1.8% | Added |
| Robinswood Financial LLC | 1,623 | $1.54M | 0.57% | +84+5.5% | Added |
| Amussen Hunsaker Associates LLC | 1,638 | $1.55M | 0.21% | −14−0.8% | Reduced |
| Beacon Capital Management, LLC | 1,645 | $1.56M | 0.21% | −20−1.2% | Reduced |
| Shira Ridge Wealth Management | 1,649 | $1.56M | 0.78% | +31+1.9% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 1,650 | $1.56M | 0.09% | −44−2.6% | Reduced |
| Copperwynd Financial, LLC | 1,651 | $1.56M | 0.43% | +34+2.1% | Added |
| Aventura Private Wealth, LLC | 1,651 | $1.56M | 0.82% | −157−8.7% | Reduced |
| Lodestone Wealth Management LLC | 1,654 | $1.56M | 0.83% | +13+0.8% | Added |
| Tilia Fiduciary Partners, Inc. | 1,654 | $1.56M | 1.04% | −1,416−46.1% | Reduced |
| Octavia Wealth Advisors, LLC | 1,657 | $1.57M | 0.19% | −137−7.6% | Reduced |
| Meyer Handelman Co | 1,658 | $1.57M | 0.05% | −45−2.6% | Reduced |
| Root Financial Partners, LLC | 1,659 | $1.57M | 0.17% | +166+11.1% | Added |
| Guardian Financial Partners, LLC | 1,667 | $1.58M | 0.75% | +31+1.9% | Added |
| RFP Financial Group LLC | 1,675 | $1.58M | 0.64% | +59+3.7% | Added |
| Hara Capital LLC | 1,677 | $1.59M | 1.07% | −10−0.6% | Reduced |
| Colonial River Wealth Management, LLC | 1,681 | $1.59M | 0.88% | −748−30.8% | Reduced |
| Petros Family Wealth, LLC | 1,689 | $1.60M | 1.77% | −8−0.5% | Reduced |
| Sander Capital Advisors Inc | 1,690 | $1.60M | 0.84% | +95+6.0% | Added |
| Quadcap Wealth Management, LLC | 1,691 | $1.60M | 0.23% | −36−2.1% | Reduced |
| Advisory Resource Group | 1,693 | $1.60M | 0.33% | +28+1.7% | Added |
| First International Bank & Trust | 1,695 | $1.60M | 0.51% | +365+27.4% | Added |
| WESPAC Advisors, LLC | 1,696 | $1.60M | 1.31% | −237−12.3% | Reduced |
| Rollins Financial Advisors, LLC | 1,703 | $1.61M | 0.28% | −74−4.2% | Reduced |
| Baron Silver Stevens Financial Advisors, LLC | 1,704 | $1.61M | 0.28% | +19+1.1% | Added |
| Shum Financial Group, Inc. | 1,705 | $1.61M | 1.40% | −8−0.5% | Reduced |
| Sciencast Management LP | 1,710 | $1.62M | 0.37% | +1,710 | New |
| Centurion Wealth Management LLC | 1,766 | $1.62M | 0.51% | 00.0% | Unchanged |
| Panoramic Capital Partners, LLC | 1,782 | $1.62M | 1.67% | −164−8.4% | Reduced |
| Toth Financial Advisory Corp | 1,714 | $1.62M | 0.20% | −98−5.4% | Reduced |
| Avidian Wealth Solutions, LLC | 1,717 | $1.62M | 0.07% | −192−10.1% | Reduced |
| Lodestar Private Asset Management LLC | 1,719 | $1.63M | 0.20% | −22−1.3% | Reduced |
| Impact Capital Partners LLC | 1,722 | $1.63M | 0.59% | +4+0.2% | Added |
| Moloney Securities Asset Management, LLC | 1,725 | $1.63M | 0.22% | −484−21.9% | Reduced |
| Cito Capital Group, LLC | 1,727 | $1.63M | 0.62% | 00.0% | Unchanged |
| Sovereign Financial Group, Inc. | 1,727 | $1.63M | 0.38% | +12+0.7% | Added |
| Portside Wealth Group, LLC | 1,727 | $1.63M | 0.27% | +235+15.8% | Added |
| London Co of Virginia | 1,730 | $1.64M | 0.01% | 00.0% | Unchanged |
| Pullen Investment Management, LLC | 1,731 | $1.64M | 1.03% | −203−10.5% | Reduced |
| MBM Wealth Consultants, LLC | 1,732 | $1.64M | 0.48% | +12+0.7% | Added |
| Legacy Financial Advisors, Inc. | 1,734 | $1.64M | 0.27% | +16+0.9% | Added |
| Paul R. Ried Financial Group, LLC | 1,735 | $1.64M | 1.14% | 00.0% | Unchanged |
| Ascent Wealth Partners, LLC | 1,736 | $1.64M | 0.22% | +49+2.9% | Added |
| Stonebridge Financial Planning Group, LLC | 1,737 | $1.64M | 0.75% | −75−4.1% | Reduced |
| Viewpoint Investment Partners Corp | 1,739 | $1.64M | 0.89% | +1,739 | New |
| Zions Bancorporation, National Association | 1,740 | $1.65M | 0.10% | +1,740 | New |
| Callan Capital, LLC | 1,741 | $1.65M | 0.12% | +246+16.5% | Added |
| Genus Capital Management Inc. | 1,743 | $1.65M | 0.24% | +1,743 | New |
| Signal Advisors Wealth, LLC | 1,744 | $1.65M | 0.16% | +603+52.8% | Added |
| Atwood & Palmer Inc | 1,754 | $1.66M | 0.12% | +177+11.2% | Added |
| Olistico Wealth, LLC | 1,754 | $1.66M | 1.03% | +35+2.0% | Added |
| Hexagon Capital Partners LLC | 1,756 | $1.66M | 0.31% | +33+1.9% | Added |
| Pacific Capital Wealth Advisors, Inc | 1,758 | $1.66M | 0.29% | 00.0% | Unchanged |
| DMG Group, LLC | 1,758 | $1.66M | 1.35% | −10−0.6% | Reduced |
| Great Waters Wealth Management | 1,761 | $1.67M | 0.23% | +25+1.4% | Added |
| Shikiar Asset Management Inc | 1,762 | $1.67M | 0.50% | −398−18.4% | Reduced |
| Associated Banc-Corp | 1,765 | $1.67M | 0.05% | −6−0.3% | Reduced |
| Gries Financial LLC | 1,765 | $1.67M | 0.32% | −9−0.5% | Reduced |
| Peddock Capital Advisors, LLC | 1,768 | $1.67M | 0.42% | +6+0.3% | Added |
| Heritage Wealth Management, Inc. | 1,771 | $1.67M | 0.57% | +39+2.3% | Added |
| MorganRosel Wealth Management, LLC | 1,774 | $1.68M | 0.51% | −13−0.7% | Reduced |
| Milestone Asset Management, LLC | 1,775 | $1.68M | 0.36% | +810+83.9% | Added |
| Sonata Capital Group Inc | 1,779 | $1.68M | 0.73% | −15−0.8% | Reduced |
| Opinicus Capital, Inc. | 1,786 | $1.69M | 1.49% | −50−2.7% | Reduced |
| Baker Boyer National Bank | 1,791 | $1.69M | 0.62% | −444−19.9% | Reduced |
| Sym Financial Corp | 1,795 | $1.70M | 0.21% | +266+17.4% | Added |
| Prudent Investors Network | 1,795 | $1.70M | 0.48% | 00.0% | Unchanged |
| Union Heritage Capital, LLC | 1,800 | $1.70M | 0.63% | +1,800 | New |
| Crewe Advisors LLC | 1,803 | $1.71M | 0.24% | −29−1.6% | Reduced |
| Matisse Capital | 1,806 | $1.71M | 0.90% | +50+2.8% | Added |
| Crews Bank & Trust | 1,808 | $1.71M | 0.29% | −12−0.7% | Reduced |
| Richwood Investment Advisors, LLC | 1,811 | $1.71M | 1.46% | −5−0.3% | Reduced |
| Texas Bank & Trust Co | 1,812 | $1.71M | 0.73% | +8+0.4% | Added |
| St. Johns Investment Management Company, LLC | 1,813 | $1.71M | 0.85% | −17−0.9% | Reduced |
| Horst & Graben Wealth Management LLC | 1,813 | $1.72M | 0.31% | +12+0.7% | Added |
| Cheviot Value Management, LLC | 1,690 | $1.72M | 0.21% | +557+49.2% | Added |
| Intrepid Financial Planning Group LLC | 1,815 | $1.72M | 0.80% | −190−9.5% | Reduced |
| Modus Advisors, LLC | 1,816 | $1.72M | 0.56% | +39+2.2% | Added |
| Essex Savings Bank | 1,816 | $1.72M | 0.42% | −21−1.1% | Reduced |
| Welch Group, LLC | 1,848 | $1.72M | 0.08% | −57−3.0% | Reduced |
| Central Pacific Bank - Trust Division | 1,821 | $1.72M | 0.24% | −174−8.7% | Reduced |
| Roberts Capital Advisors, LLC | 1,821 | $1.72M | 1.51% | 00.0% | Unchanged |
| Arbor Investment Advisors, LLC | 1,822 | $1.72M | 0.24% | −7−0.4% | Reduced |
| Alteri Wealth LLC | 1,824 | $1.73M | 0.76% | +23+1.3% | Added |
| UMA Financial Services, Inc. | 1,826 | $1.73M | 0.30% | +16+0.9% | Added |
| Navalign, LLC | 1,827 | $1.73M | 0.49% | +1,020+126.4% | Added |
| Traveka Wealth, LLC | 1,827 | $1.73M | 0.97% | +66+3.7% | Added |
| Abundance Wealth Counselors | 1,828 | $1.73M | 0.36% | +147+8.7% | Added |
| Evermay Wealth Management LLC | 1,828 | $1.73M | 0.23% | −36−1.9% | Reduced |
| Cascade Financial Partners, LLC | 1,829 | $1.73M | 0.22% | +14+0.8% | Added |
| BayBridge Capital Group, LLC | 1,829 | $1.73M | 1.24% | −35−1.9% | Reduced |
| Laraway Financial Inc | 1,837 | $1.74M | 1.38% | 00.0% | Unchanged |