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Livermore
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Costco Wholesale Corp

COST
Exchange
Nasdaq
Industry
Retail-Variety Stores
SEC CIK
0000909832

No open-market purchases or sales by Costco Wholesale Corp insiders were filed in the last 90 days; 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
3,953
+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
1,605 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.

Institutional holdersQ1 2025: 3,953 institutions
Q1 2021: 2,359 institutionsQ2 2021: 2,394 institutionsQ3 2021: 2,463 institutionsQ4 2021: 2,823 institutionsQ1 2022: 2,863 institutionsQ2 2022: 2,785 institutionsQ3 2022: 2,826 institutionsQ4 2022: 2,939 institutionsQ1 2023: 2,944 institutionsQ2 2023: 3,042 institutionsQ3 2023: 3,078 institutionsQ4 2023: 3,344 institutionsQ1 2024: 3,420 institutionsQ2 2024: 3,527 institutionsQ3 2024: 3,591 institutionsQ4 2024: 3,942 institutionsQ1 2025: 3,953 institutionsQ2 2025: 4,012 institutionsQ3 2025: 3,942 institutionsQ4 2025: 4,139 institutionsQ1 2026: 4,275 institutionsQ2 2026: 4,261 institutions
Value heldQ1 2025: $287.8B
Q1 2021: $104.1BQ2 2021: $119.0BQ3 2021: $134.3BQ4 2021: $170.2BQ1 2022: $172.4BQ2 2022: $143.4BQ3 2022: $141.6BQ4 2022: $137.2BQ1 2023: $149.2BQ2 2023: $162.0BQ3 2023: $169.9BQ4 2023: $201.0BQ1 2024: $222.0BQ2 2024: $258.3BQ3 2024: $266.7BQ4 2024: $279.6BQ1 2025: $287.8BQ2 2025: $302.3BQ3 2025: $274.4BQ4 2025: $272.0BQ1 2026: $311.5BQ2 2026: $301.8B
Institutions holding COST and their total value by quarter
QuarterHoldersValue
Q2 20264,261$301.8B
Q1 20264,275$311.5B
Q4 20254,139$272.0B
Q3 20253,942$274.4B
Q2 20254,012$302.3B
Q1 20253,953$287.8B
Q4 20243,942$279.6B
Q3 20243,591$266.7B
Q2 20243,527$258.3B
Q1 20243,420$222.0B
Q4 20233,344$201.0B
Q3 20233,078$169.9B
Q2 20233,042$162.0B
Q1 20232,944$149.2B
Q4 20222,939$137.2B
Q3 20222,826$141.6B
Q2 20222,785$143.4B
Q1 20222,863$172.4B
Q4 20212,823$170.2B
Q3 20212,463$134.3B
Q2 20212,394$119.0B
Q1 20212,359$104.1B

Institutions, Q1 2025

Shares, value and share of portfolio for each institution holding Costco Wholesale Corp; share changes are against Q4 2024.

Institutions holding COST in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Centiva Capital, LP75$70.9K0.00%+75New
Iron Horse Wealth Management, LLC78$73.8K0.02%−9−10.3%Reduced
Marshall Investment Management, LLC79$74.7K0.05%00.0%Unchanged
Wealth Advisors of Tampa Bay, LLC81$76.6K0.03%+81New
Breakwater Investment Management81$76.6K0.03%00.0%Unchanged
Country Trust Bank84$79.4K0.00%−2−2.3%Reduced
Kings Path Partners LLC84$79.4K0.04%00.0%Unchanged
Lavaca Capital LLC85$80.4K0.04%00.0%Unchanged
WealthTrak Capital Management LLC87$82.3K0.07%+14+19.2%Added
Kentucky Trust Co90$85.1K0.05%00.0%Unchanged
Bruce G. Allen Investments, LLC96$90.8K0.07%00.0%Unchanged
Winnow Wealth LLC98$92.0K0.08%+4+4.3%Added
Pin Oak Investment Advisors Inc173$93.0K0.07%00.0%Unchanged
Columbia River Financial Group, LLC98$93.0K0.06%+98New
North Capital, Inc.99$93.6K0.09%+99New
Proffitt & Goodson Inc99$93.6K0.02%00.0%Unchanged
Binnacle Investments Inc100$94.6K0.07%+100New
Mitsubishi UFJ Asset Management (UK) Ltd.100$95.0K0.05%−300−75.0%Reduced
Nkcfo LLC100$95.0K0.04%−110−52.4%Reduced
Vega Investment Solutions104$98.4K0.02%+104New
Core Alternative Capital107$101.2K0.02%−67−38.5%Reduced
Avion Wealth114$104.0K0.03%00.0%Unchanged
Smallwood Wealth Investment Management, LLC111$105.0K0.07%+111New
Cranbrook Wealth Management, LLC112$106.0K0.02%00.0%Unchanged
Mendota Financial Group, LLC113$106.9K0.12%−10−8.1%Reduced
Operose Advisors LLC115$108.8K0.04%+9+8.5%Added
Carolina Wealth Advisors, LLC116$109.7K0.06%−53−31.4%Reduced
Acima Private Wealth, LLC121$114.4K0.04%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC122$115.5K0.02%00.0%Unchanged
DHJJ Financial Advisors, Ltd.124$117.3K0.05%+24+24.0%Added
Ramirez Asset Management, Inc.125$118.2K0.02%−25−16.7%Reduced
Evelyn Partners Asset Management Ltd125$118.2K0.03%+23+22.5%Added
Covestor Ltd126$119.0K0.08%+9+7.7%Added
MPWM Advisory Solutions, LLC128$120.8K0.09%00.0%Unchanged
Halbert Hargrove Global Advisors, LLC128$121.0K0.01%+17+15.3%Added
Proathlete Wealth Management LLC127$121.2K0.04%+127New
Luminist Capital LLC128$122.2K0.13%+11+9.4%Added
New England Capital Financial Advisors LLC130$123.1K0.06%00.0%Unchanged
PSI Advisors, LLC131$123.9K0.04%−8−5.8%Reduced
Cutler Capital Management, LLC132$124.8K0.04%+132New
VSM Wealth Advisory, LLC134$127.2K0.05%00.0%Unchanged
Richardson Capital Management LLC142$134.3K0.08%00.0%Unchanged
Cedar Wealth Management, LLC142$134.6K0.05%00.0%Unchanged
Private Wealth Management Group, LLC144$135.8K0.05%−5−3.4%Reduced
Nexus Investment Management ULC100$136.0K0.02%+100New
Sofos Investments, Inc.147$139.0K0.03%+147New
Ridgewood Investments LLC148$140.0K0.07%+3+2.1%Added
JCIC Asset Management Inc.150$141.9K0.06%00.0%Unchanged
True Wealth Design, LLC151$142.6K0.05%+26+20.8%Added
Bell Investment Advisors, Inc153$144.7K0.03%+2+1.3%Added
Migdal Insurance & Financial Holdings Ltd.153$145.0K0.00%+153New
Focused Wealth Management, Inc154$145.3K0.02%+154New
Inlight Wealth Management, LLC155$146.6K0.09%+155New
Jackson, Grant Investment Advisers, Inc.157$148.5K0.06%00.0%Unchanged
NewSquare Capital LLC159$150.6K0.01%+124+354.3%Added
Adalta Capital Management LLC160$151.3K0.08%00.0%Unchanged
10Elms LLP160$151.3K0.15%00.0%Unchanged
Atlantic Edge Private Wealth Management, LLC162$153.2K0.05%+15+10.2%Added
Graney & King, LLC162$153.2K0.11%+13+8.7%Added
Cape Investment Advisory, Inc.163$153.8K0.06%−3−1.8%Reduced
Cherry Tree Wealth Management, LLC164$154.6K0.04%00.0%Unchanged
Wiser Advisor Group LLC164$155.1K0.23%+14+9.3%Added
Clark Wealth Partners167$157.6K0.12%+1+0.6%Added
Byrne Asset Management LLC167$157.9K0.12%−28−14.4%Reduced
Stonebridge Financial Group, LLC168$158.9K0.02%−254−60.2%Reduced
Redwood Park Advisors LLC173$163.2K0.14%+11+6.8%Added
CBIZ Investment Advisory Services, LLC173$163.5K0.01%+40+30.1%Added
Consultiva Wealth Management, Corp.173$163.6K0.56%00.0%Unchanged
Aster Capital Management (DIFC) Ltd157$164.6K0.03%−1,024−86.7%Reduced
Piscataqua Savings Bank175$165.5K0.15%+75+75.0%Added
Saudi Central Bank175$165.5K0.88%+175New
Financial Network Wealth Advisors LLC179$169.4K0.22%+76+73.8%Added
Essex Investment Management Co LLC180$170.2K0.04%00.0%Unchanged
Fiduciary Wealth Partners, LLC180$170.2K0.15%+180New
Noble Wealth Management PBC183$173.1K0.12%00.0%Unchanged
Longview Financial Advisors LLC184$174.0K0.11%00.0%Unchanged
Valued Wealth Advisors LLC185$174.7K0.10%−13−6.6%Reduced
Valley Forge Investment Consultants Inc Adv188$177.8K0.06%+188New
Family CFO Inc190$179.7K0.10%00.0%Unchanged
Rialto Wealth Management, LLC195$184.4K0.06%+6+3.2%Added
Pandora Wealth, Inc.200$189.2K0.12%+200New
POM Investment Strategies, LLC206$194.8K0.23%00.0%Unchanged
E Fund Management (Hong Kong) Co., Ltd.208$197.0K0.18%+82+65.1%Added
Bellwether Advisors, LLC209$197.7K0.04%−10−4.6%Reduced
South Dakota Investment Council210$199.0K0.00%+110+110.0%Added
Breed's Hill Capital LLC212$200.8K0.11%+212New
One + One Wealth Management, LLC213$201.5K0.11%−200−48.4%Reduced
M Wealth Management, LLC214$202.0K0.19%+214New
Chemung Canal Trust Co214$202.4K0.04%−72−25.2%Reduced
Dakota Community Bank & Trust NA214$202.4K0.98%00.0%Unchanged
Grove Street Fiduciary, LLC214$202.4K0.10%+214New
Kohmann Bosshard Financial Services, LLC214$202.5K0.02%+39+22.3%Added
SOA Wealth Advisors, LLC.20,580$202.9K0.04%+20,392+10,846.8%Added
Golden Road Advisors LLC215$203.3K0.16%−4−1.8%Reduced
Prelude Capital Management, LLC216$204.3K0.02%−1,452−87.1%Reduced
Ravenstone Capital Management Inc.216$204.3K0.12%00.0%Unchanged
Intrinsic Value Partners, LLC217$205.2K0.20%+217New
Noesis Capital Mangement Corp217$205.6K0.04%+217New
Freedom Financial Partners LLC218$205.9K0.10%+218New
Cooper/Haims Advisors, LLC218$206.2K0.11%−20−8.4%Reduced