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 |
|---|---|---|---|---|---|
| Sweeney & Michel, LLC | 2,843 | $2.58M | 1.13% | +2,843 | New |
| Ted Buchan & Co | 2,732 | $2.58M | 1.22% | −115−4.0% | Reduced |
| Claro Advisors LLC | 2,735 | $2.59M | 0.35% | +99+3.8% | Added |
| Wealth Group, Ltd. | 2,736 | $2.59M | 1.68% | +282+11.5% | Added |
| Trace Wealth Advisors, LLC | 2,744 | $2.60M | 2.31% | −200−6.8% | Reduced |
| U S Wealth Group, LLC. | 2,750 | $2.60M | 2.06% | −162−5.6% | Reduced |
| Sustainable Insight Capital Management, LLC | 2,760 | $2.61M | 1.30% | +100+3.8% | Added |
| Alpha Family Trust | 2,765 | $2.62M | 1.53% | +490+21.5% | Added |
| Aft, Forsyth & Sober, LLC | 2,775 | $2.62M | 0.92% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 2,776 | $2.63M | 0.62% | −1,259−31.2% | Reduced |
| Tradition Wealth Management, LLC | 2,777 | $2.63M | 0.23% | +17+0.6% | Added |
| Nvest Financial, LLC | 2,784 | $2.63M | 1.41% | +34+1.2% | Added |
| Proficio Capital Partners LLC | 2,775 | $2.63M | 0.20% | +75+2.8% | Added |
| ZWJ Investment Counsel Inc | 2,789 | $2.64M | 0.11% | −390−12.3% | Reduced |
| Castleark Management LLC | 2,800 | $2.65M | 0.09% | 00.0% | Unchanged |
| Concord Wealth Partners | 2,805 | $2.65M | 0.44% | −1,510−35.0% | Reduced |
| ARS Wealth Advisors Group, LLC | 2,809 | $2.66M | 0.38% | +55+2.0% | Added |
| Mitchell & Pahl Private Wealth, LLC | 2,810 | $2.66M | 1.24% | −26−0.9% | Reduced |
| FSM Wealth Advisors, LLC | 2,811 | $2.66M | 0.60% | −337−10.7% | Reduced |
| Michael B. Yongue | 2,813 | $2.66M | 3.39% | −190−6.3% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 2,791 | $2.66M | 0.21% | +414+17.4% | Added |
| Commons Capital, LLC | 2,823 | $2.67M | 2.45% | −55−1.9% | Reduced |
| Strong Tower Advisory Services | 2,940 | $2.67M | 0.66% | +68+2.4% | Added |
| Ameriflex Group, Inc. | 2,825 | $2.67M | 1.09% | +20+0.7% | Added |
| Leonard Rickey Investment Advisors P.L.L.C. | 2,729 | $2.67M | 0.58% | −313−10.3% | Reduced |
| Camarda Financial Advisors, LLC | 2,827 | $2.67M | 1.21% | −138−4.7% | Reduced |
| Core Wealth Partners LLC | 2,828 | $2.67M | 1.56% | +159+6.0% | Added |
| Armis Advisers, LLC | 2,767 | $2.69M | 0.25% | +1,806+187.9% | Added |
| Vista Capital Partners, Inc. | 2,847 | $2.69M | 0.33% | −35−1.2% | Reduced |
| Grandview Asset Management LLC | 2,867 | $2.71M | 1.03% | +22+0.8% | Added |
| Main Street Financial Solutions, LLC | 2,870 | $2.71M | 0.24% | −971−25.3% | Reduced |
| WT Wealth Management | 2,872 | $2.72M | 0.88% | −128−4.3% | Reduced |
| Retirement Guys Formula LLC | 2,874 | $2.72M | 1.35% | +236+8.9% | Added |
| Patrick Mauro Investment Advisor, INC. | 2,874 | $2.72M | 1.49% | −89−3.0% | Reduced |
| Guyasuta Investment Advisors Inc | 2,879 | $2.72M | 0.18% | −3−0.1% | Reduced |
| PDS Planning, Inc | 2,882 | $2.73M | 0.23% | +238+9.0% | Added |
| Independent Investors Inc | 2,890 | $2.73M | 0.58% | 00.0% | Unchanged |
| Bridge Creek Capital Management LLC | 2,896 | $2.74M | 0.86% | −60−2.0% | Reduced |
| TD Private Client Wealth LLC | 2,901 | $2.74M | 0.08% | +96+3.4% | Added |
| Drake & Associates, LLC | 2,901 | $2.74M | 0.77% | +522+21.9% | Added |
| My Legacy Advisors, LLC | 2,902 | $2.74M | 1.06% | +309+11.9% | Added |
| Kovack Advisors, Inc. | 2,906 | $2.75M | 0.29% | −1,843−38.8% | Reduced |
| D.B. Root & Company, LLC | 2,907 | $2.75M | 0.89% | −92−3.1% | Reduced |
| CNB Bank | 2,914 | $2.76M | 1.40% | −69−2.3% | Reduced |
| West Coast Financial LLC | 2,916 | $2.76M | 0.31% | −599−17.0% | Reduced |
| Concord Asset Management, LLC | 2,827 | $2.76M | 0.61% | −1,496−34.6% | Reduced |
| Greenline Partners, LLC | 2,937 | $2.78M | 0.40% | +15+0.5% | Added |
| Busey Wealth Management | 2,938 | $2.78M | 0.09% | −145−4.7% | Reduced |
| Chemistry Wealth Management LLC | 2,939 | $2.78M | 0.65% | −22−0.7% | Reduced |
| Financial Network Wealth Management LLC | 2,948 | $2.79M | 0.98% | +10.0% | Added |
| Graves-Light Private Wealth Management, Inc. | 2,950 | $2.79M | 0.34% | −76−2.5% | Reduced |
| Forza Wealth Management, LLC | 2,953 | $2.79M | 1.26% | −127−4.1% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 2,962 | $2.80M | 0.98% | −3−0.1% | Reduced |
| Channel Wealth LLC | 2,970 | $2.81M | 0.87% | −42−1.4% | Reduced |
| Icon Wealth Advisors, LLC | 2,970 | $2.81M | 0.23% | +56+1.9% | Added |
| Anb Bank | 2,978 | $2.82M | 1.26% | −308−9.4% | Reduced |
| Alerus Financial NA | 2,978 | $2.82M | 0.23% | +2,178+272.3% | Added |
| Wellspring Financial Advisors, LLC | 2,981 | $2.82M | 0.31% | +71+2.4% | Added |
| Exchange Capital Management, Inc. | 2,992 | $2.83M | 0.46% | +527+21.4% | Added |
| Roman Butler Fullerton & Co | 2,898 | $2.83M | 1.10% | −84−2.8% | Reduced |
| SevenBridge Financial Group, LLC | 2,786 | $2.83M | 0.56% | +1,294+86.7% | Added |
| Tower Trust & Investment Co | 2,847 | $2.83M | 2.28% | +2,847 | New |
| SRN Advisors, LLC | 2,995 | $2.83M | 3.18% | −86−2.8% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 3,000 | $2.84M | 0.89% | 00.0% | Unchanged |
| Waycross Partners, LLC | 3,000 | $2.84M | 0.32% | 00.0% | Unchanged |
| Ballast, Inc. | 3,005 | $2.84M | 0.80% | +54+1.8% | Added |
| BBR Partners, LLC | 3,015 | $2.85M | 0.20% | −151−4.8% | Reduced |
| GLOBALT Investments LLC | 3,015 | $2.85M | 0.12% | −695−18.7% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 3,016 | $2.85M | 1.57% | 00.0% | Unchanged |
| Advisor OS, LLC | 3,030 | $2.87M | 0.33% | +224+8.0% | Added |
| Commonwealth Financial Services, LLC | 3,031 | $2.87M | 0.59% | −3−0.1% | Reduced |
| CHB Investment Group, LLC | 3,033 | $2.87M | 1.53% | +10+0.3% | Added |
| Whitener Capital Management, Inc. | 3,040 | $2.88M | 0.81% | +150+5.2% | Added |
| FWL Investment Management, LLC | 3,054 | $2.89M | 1.07% | −30−1.0% | Reduced |
| New Millennium Group LLC | 3,058 | $2.89M | 1.90% | −144−4.5% | Reduced |
| GenTrust, LLC | 3,060 | $2.89M | 0.14% | −106−3.3% | Reduced |
| Money Concepts Capital Corp | 3,061 | $2.90M | 0.22% | −64−2.0% | Reduced |
| Linden Thomas Advisory Services, LLC | 3,062 | $2.90M | 0.37% | +227+8.0% | Added |
| Apella Capital, LLC | 3,005 | $2.90M | 0.10% | +55+1.9% | Added |
| Klingman & Associates, LLC | 3,068 | $2.90M | 0.18% | −19−0.6% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 3,071 | $2.90M | 0.60% | +11+0.4% | Added |
| Western Financial Corp | 3,072 | $2.91M | 1.69% | +529+20.8% | Added |
| BigSur Wealth Management LLC | 3,083 | $2.92M | 0.79% | −427−12.2% | Reduced |
| Lakeshore Capital Group, Inc. | 3,093 | $2.93M | 2.82% | +68+2.2% | Added |
| Capital Performance Advisors LLP | 3,094 | $2.93M | 0.64% | +1,794+138.0% | Added |
| Alberta Investment Management Corp | 3,100 | $2.93M | 0.02% | +400+14.8% | Added |
| Caldwell Sutter Capital, Inc. | 3,104 | $2.94M | 1.40% | −113−3.5% | Reduced |
| Truvestments Capital LLC | 3,105 | $2.94M | 0.64% | −189−5.7% | Reduced |
| Solidarilty Wealth, LLC | 3,108 | $2.94M | 0.72% | +2,213+247.3% | Added |
| Norden Group LLC | 3,111 | $2.94M | 0.34% | −49−1.6% | Reduced |
| NBC Securities, Inc. | 3,111 | $2.94M | 0.25% | +3,108+103,600.0% | Added |
| RNC Capital Management LLC | 3,114 | $2.94M | 0.15% | −151−4.6% | Reduced |
| Strategic Financial Services, Inc, | 3,116 | $2.95M | 0.17% | +12+0.4% | Added |
| Capital Investment Advisory Services, LLC | 3,118 | $2.95M | 0.26% | +556+21.7% | Added |
| Hudson Canyon Capital Management | 3,125 | $2.96M | 2.08% | −228−6.8% | Reduced |
| Natural Investments, LLC | 3,127 | $2.96M | 0.84% | +50+1.6% | Added |
| Seneschal Advisors, LLC | 3,131 | $2.96M | 2.54% | −128−3.9% | Reduced |
| Transcend Wealth Collective, LLC | 3,137 | $2.97M | 0.21% | −30−0.9% | Reduced |
| Wealth Management Partners, LLC | 3,139 | $2.97M | 1.38% | +14+0.4% | Added |
| Advisory Alpha, LLC | 3,141 | $2.97M | 0.10% | +26+0.8% | Added |