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 |
|---|---|---|---|---|---|
| Abacus Wealth Partners, LLC | 1,837 | $1.74M | 0.26% | 00.0% | Unchanged |
| Costello Asset Management, INC | 1,838 | $1.74M | 0.71% | +1,838 | New |
| Citizens National Bank Trust Department | 1,841 | $1.74M | 0.37% | −16−0.9% | Reduced |
| GeoWealth Management, LLC | 1,846 | $1.75M | 0.07% | −1,386−42.9% | Reduced |
| Vaughan David Investments LLC | 1,852 | $1.75M | 0.04% | −13−0.7% | Reduced |
| Red Wave Investments LLC | 1,853 | $1.75M | 0.63% | −26−1.4% | Reduced |
| Regent Peak Wealth Advisors LLC | 1,855 | $1.75M | 0.41% | +33+1.8% | Added |
| Safeguard Investment Advisory Group, LLC | 1,853 | $1.76M | 0.48% | +207+12.6% | Added |
| Pines Wealth Management, LLC | 1,932 | $1.76M | 0.81% | +14+0.7% | Added |
| Kavar Capital Partners Group, LLC | 1,864 | $1.76M | 0.29% | +185+11.0% | Added |
| RF&L Wealth Management, LLC | 1,865 | $1.76M | 1.26% | 00.0% | Unchanged |
| Orrstown Financial Services Inc | 1,868 | $1.77M | 0.42% | −163−8.0% | Reduced |
| Gould Asset Management LLC | 1,869 | $1.77M | 0.36% | +50+2.7% | Added |
| Chris Bulman Inc | 1,873 | $1.77M | 1.12% | +14+0.8% | Added |
| Bridgewater Advisors Inc. | 1,797 | $1.78M | 0.15% | +1,797 | New |
| Nicholson Wealth Management Group, LLC | 1,885 | $1.78M | 1.17% | +21+1.1% | Added |
| Legacy Edge Advisors, LLC | 1,885 | $1.78M | 0.28% | +50+2.7% | Added |
| General Partner, Inc. | 1,892 | $1.79M | 1.17% | 00.0% | Unchanged |
| L2 Asset Management, LLC | 1,894 | $1.79M | 0.37% | +200+11.8% | Added |
| Tempus Wealth Planning, LLC | 1,898 | $1.80M | 0.54% | +139+7.9% | Added |
| Camden Capital, LLC | 1,909 | $1.80M | 0.19% | −175−8.4% | Reduced |
| Ashton Thomas Securities, LLC | 1,900 | $1.80M | 0.50% | −13−0.7% | Reduced |
| Ontario Teachers Pension Plan Board | 1,904 | $1.80M | 0.03% | −341−15.2% | Reduced |
| Canandaigua National Bank & Trust Co | 1,906 | $1.80M | 0.18% | +47+2.5% | Added |
| Y-Intercept (Hong Kong) Ltd | 1,909 | $1.81M | 0.12% | −1,858−49.3% | Reduced |
| Mayflower Financial Advisors, LLC | 1,910 | $1.81M | 0.27% | −7−0.4% | Reduced |
| Oakworth Capital, Inc. | 1,910 | $1.81M | 0.13% | −27−1.4% | Reduced |
| Cross Staff Investments Inc | 1,910 | $1.81M | 1.36% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 1,910 | $1.81M | 0.77% | −353−15.6% | Reduced |
| Lineweaver Wealth Advisors, LLC | 1,904 | $1.81M | 0.31% | +116+6.5% | Added |
| Hudson Valley Investment Advisors Inc | 1,912 | $1.81M | 0.22% | −106−5.3% | Reduced |
| ERn Financial, LLC | 1,913 | $1.81M | 0.29% | −178−8.5% | Reduced |
| Fiduciary Family Office, LLC | 1,918 | $1.81M | 0.60% | +1,918 | New |
| Traphagen Investment Advisors LLC | 1,925 | $1.82M | 0.19% | +381+24.7% | Added |
| Herold Advisors, Inc. | 1,928 | $1.82M | 0.40% | +120+6.6% | Added |
| KWB Wealth | 1,990 | $1.82M | 0.22% | +249+14.3% | Added |
| Winton Group Ltd | 1,930 | $1.83M | 0.11% | −2,791−59.1% | Reduced |
| Birmingham Capital Management Co Inc | 1,930 | $1.83M | 0.69% | −20−1.0% | Reduced |
| Owen LaRue, LLC | 1,941 | $1.84M | 0.91% | +1,154+146.6% | Added |
| Arkfeld Wealth Strategies, L.L.C. | 1,904 | $1.84M | 0.80% | +6+0.3% | Added |
| ORG Wealth Partners, LLC | 1,925 | $1.84M | 0.57% | +1,762+1,081.0% | Added |
| Evelyn Partners Investment Management (Europe) Ltd | 1,950 | $1.84M | 0.69% | +209+12.0% | Added |
| Centennial Bank | 1,956 | $1.85M | 0.88% | −21−1.1% | Reduced |
| LCM Capital Management Inc | 1,958 | $1.85M | 1.09% | +53+2.8% | Added |
| United Community Bank | 1,960 | $1.85M | 0.69% | −61−3.0% | Reduced |
| Cidel Asset Management Inc | 1,962 | $1.86M | 0.12% | −32−1.6% | Reduced |
| MidWestOne Financial Group, Inc. | 1,963 | $1.86M | 0.26% | +27+1.4% | Added |
| Wealth Alliance Advisory Group, LLC | 1,964 | $1.86M | 0.39% | +618+45.9% | Added |
| Knights of Columbus Asset Advisors LLC | 1,968 | $1.86M | 0.13% | −18−0.9% | Reduced |
| St. Clair Advisors, LLC | 1,975 | $1.87M | 0.52% | 00.0% | Unchanged |
| Providence First Trust Co | 1,980 | $1.87M | 0.76% | +1,980 | New |
| Cercano Management LLC | 1,985 | $1.88M | 0.06% | +1,273+178.8% | Added |
| Bolthouse Investments, LLC | 1,989 | $1.88M | 1.96% | −77−3.7% | Reduced |
| Baring Financial LLC | 1,991 | $1.88M | 1.58% | −13−0.6% | Reduced |
| CVA Family Office, LLC | 1,995 | $1.89M | 0.29% | +84+4.4% | Added |
| United Asset Strategies, Inc. | 1,997 | $1.89M | 0.18% | −263−11.6% | Reduced |
| EPG Wealth Management LLC | 1,997 | $1.89M | 0.53% | +15+0.8% | Added |
| Ledyard National Bank | 1,998 | $1.89M | 0.19% | −173−8.0% | Reduced |
| Prescott Group Capital Management, L.L.C. | 1,999 | $1.89M | 0.27% | +291+17.0% | Added |
| Burke & Herbert Bank & Trust Co | 1,999 | $1.89M | 0.45% | −69−3.3% | Reduced |
| Lee Danner & Bass Inc | 2,000 | $1.89M | 0.15% | −518−20.6% | Reduced |
| Disciplined Investors, L.L.C. | 2,000 | $1.89M | 1.71% | 00.0% | Unchanged |
| Pinnacle West Asset Management, Inc. | 2,000 | $1.89M | 1.37% | 00.0% | Unchanged |
| Sandbox Financial Partners, LLC | 2,002 | $1.89M | 0.67% | +15+0.8% | Added |
| Trust Point Inc. | 2,008 | $1.90M | 0.17% | −806−28.6% | Reduced |
| Allegheny Financial Group LTD | 2,011 | $1.90M | 0.49% | +9+0.4% | Added |
| Two Sigma Securities, LLC | 2,014 | $1.90M | 0.29% | +632+45.7% | Added |
| Ables, Iannone, Moore & Associates, Inc. | 2,015 | $1.91M | 1.30% | −10.0% | Reduced |
| Quintet Private Bank (Europe) S.A. | 2,020 | $1.91M | 0.11% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 2,026 | $1.92M | 0.14% | −106−5.0% | Reduced |
| MJP Associates Inc | 2,026 | $1.92M | 0.35% | +304+17.7% | Added |
| Smithfield Trust Co | 2,027 | $1.92M | 0.10% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 2,035 | $1.92M | 1.74% | +11+0.5% | Added |
| Ullmann Financial Group, Inc. | 2,036 | $1.93M | 0.26% | +26+1.3% | Added |
| Relyea Zuckerberg Hanson LLC | 2,037 | $1.93M | 0.26% | +84+4.3% | Added |
| Fermata Advisors, LLC | 2,037 | $1.93M | 0.35% | −78−3.7% | Reduced |
| Mitchell Sinkler & Starr | 2,040 | $1.93M | 0.54% | +53+2.7% | Added |
| Lebenthal Global Advisors, LLC | 2,041 | $1.93M | 0.36% | +706+52.9% | Added |
| Atlas Private Wealth Advisors | 2,044 | $1.93M | 0.27% | −92−4.3% | Reduced |
| Sterling Investment Counsel, LLC | 2,044 | $1.93M | 0.66% | +676+49.4% | Added |
| IFG Advisory, LLC | 2,045 | $1.93M | 0.11% | −107−5.0% | Reduced |
| Vivaldi Capital Management, LLC | 2,048 | $1.94M | 0.31% | +874+74.4% | Added |
| Hazlett, Burt & Watson, Inc. | 2,053 | $1.95M | 0.88% | +48+2.4% | Added |
| AAFMAA Wealth Management & Trust LLC | 2,061 | $1.95M | 0.88% | −179−8.0% | Reduced |
| Griffith & Werner, Inc. | 2,064 | $1.95M | 1.21% | −91−4.2% | Reduced |
| Lederer & Associates Investment Counsel | 2,065 | $1.95M | 1.43% | +32+1.6% | Added |
| AlTi Global, Inc. | 2,063 | $1.95M | 0.05% | −1,515−42.3% | Reduced |
| Wealth Advisors of Iowa, LLC | 2,067 | $1.95M | 0.84% | −5−0.2% | Reduced |
| Vista Private Wealth Partners. LLC | 2,068 | $1.96M | 0.70% | +2,067+206,700.0% | Added |
| Evoke Wealth, LLC | 2,070 | $1.96M | 0.05% | +107+5.5% | Added |
| Kennedy Investment Group | 2,071 | $1.96M | 0.91% | +241+13.2% | Added |
| Northside Capital Management, LLC | 2,075 | $1.96M | 0.32% | −83−3.8% | Reduced |
| Edmond de Rothschild Holding S.A. | 2,082 | $1.97M | 0.03% | −330−13.7% | Reduced |
| Bearing Point Capital, LLC | 2,082 | $1.97M | 0.42% | +173+9.1% | Added |
| Pinnacle Wealth Planning Services, Inc. | 2,087 | $1.97M | 0.30% | +49+2.4% | Added |
| Marble Harbor Investment Counsel, LLC | 2,090 | $1.98M | 0.22% | −30−1.4% | Reduced |
| LVW Advisors, LLC | 2,090 | $1.98M | 0.24% | +90+4.5% | Added |
| Guerra Advisors Inc | 2,094 | $1.98M | 1.11% | +388+22.7% | Added |
| Avalon Trust Co | 2,096 | $1.98M | 0.16% | −70−3.2% | Reduced |
| Investment Partners, Ltd. | 2,098 | $1.98M | 0.82% | +77+3.8% | Added |