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 |
|---|---|---|---|---|---|
| Brookwood Investment Group LLC | 3,143 | $2.97M | 0.51% | +3,143 | New |
| Obermeyer Wood Investment Counsel, LLLP | 3,149 | $2.98M | 0.16% | +374+13.5% | Added |
| IPG Investment Advisors LLC | 3,149 | $2.98M | 0.67% | −1,521−32.6% | Reduced |
| Aviso Wealth Management | 3,150 | $2.98M | 1.58% | +191+6.5% | Added |
| Global Assets Advisory, LLC | 3,160 | $2.98M | 0.56% | +2,084+193.7% | Added |
| Aaron Wealth Advisors | 3,153 | $2.98M | 0.34% | +158+5.3% | Added |
| SS&H Financial Advisors, Inc. | 3,155 | $2.98M | 1.11% | +10.0% | Added |
| Mainsail Financial Group, LLC | 3,158 | $2.99M | 1.69% | +111+3.6% | Added |
| Plancorp, LLC | 3,160 | $2.99M | 0.12% | +156+5.2% | Added |
| Washburn Capital Management, Inc. | 3,174 | $3.00M | 1.97% | +34+1.1% | Added |
| Jacobi Capital Management LLC | 3,182 | $3.01M | 0.22% | +13+0.4% | Added |
| Golden State Equity Partners | 3,187 | $3.01M | 0.60% | −28−0.9% | Reduced |
| Precision Wealth Strategies, LLC | 3,199 | $3.03M | 2.31% | +398+14.2% | Added |
| Inspire Trust Co, N.A. | 3,200 | $3.03M | 0.72% | +300+10.3% | Added |
| NVWM, LLC | 3,204 | $3.03M | 0.80% | +8+0.3% | Added |
| High Net Worth Advisory Group LLC | 3,209 | $3.04M | 0.86% | 00.0% | Unchanged |
| Walkner Condon Financial Advisors LLC | 3,217 | $3.04M | 0.62% | −112−3.4% | Reduced |
| Delta Financial Group, Inc. | 3,290 | $3.05M | 0.70% | +579+21.4% | Added |
| Capital Market Strategies LLC | 3,228 | $3.05M | 2.04% | −73−2.2% | Reduced |
| Night Squared LP | 3,230 | $3.05M | 1.81% | +3,230 | New |
| Bordeaux Wealth Advisors LLC | 3,236 | $3.06M | 0.57% | +132+4.3% | Added |
| Hendley & Co Inc | 3,243 | $3.07M | 1.07% | −15−0.5% | Reduced |
| Geneva Capital Management LLC | 3,248 | $3.07M | 0.06% | −56−1.7% | Reduced |
| Manchester Capital Management LLC | 3,251 | $3.08M | 0.38% | +126+4.0% | Added |
| Strategic Investment Solutions, Inc. | 3,251 | $3.08M | 0.89% | +2+0.1% | Added |
| Connable Office Inc | 3,255 | $3.08M | 0.33% | −534−14.1% | Reduced |
| B & T Capital Management DBA Alpha Capital Management | 3,256 | $3.08M | 0.59% | +2+0.1% | Added |
| Crawford Investment Counsel Inc | 3,262 | $3.08M | 0.05% | +105+3.3% | Added |
| Rockingstone Advisors LLC | 3,268 | $3.09M | 1.39% | +46+1.4% | Added |
| Tounjian Advisory Partners, LLC | 3,270 | $3.09M | 0.58% | +3,270 | New |
| Prosperity Financial Group, Inc. | 3,271 | $3.09M | 1.54% | +11+0.3% | Added |
| Winch Advisory Services, LLC | 3,271 | $3.09M | 0.82% | +36+1.1% | Added |
| Graybill Bartz & Assoc Ltd | 3,273 | $3.10M | 1.06% | +3,273 | New |
| Graypoint LLC | 3,278 | $3.10M | 0.19% | +59+1.8% | Added |
| Pointe Capital Management LLC | 3,285 | $3.11M | 1.82% | −166−4.8% | Reduced |
| Maven Securities LTD | 3,299 | $3.12M | 0.68% | +2,057+165.6% | Added |
| Westbourne Investments, Inc. | 3,308 | $3.13M | 1.89% | −114−3.3% | Reduced |
| Westhampton Capital, LLC | 3,312 | $3.13M | 1.71% | +79+2.4% | Added |
| Chatham Capital Group, Inc. | 3,319 | $3.14M | 0.52% | +1,518+84.3% | Added |
| Fortis Capital Advisors, LLC | 3,322 | $3.14M | 0.64% | −1,556−31.9% | Reduced |
| Soltis Investment Advisors LLC | 3,332 | $3.15M | 0.28% | +174+5.5% | Added |
| IFC Advisors LLC | 3,338 | $3.16M | 0.66% | −18−0.5% | Reduced |
| First County Bank | 3,342 | $3.16M | 1.75% | −12−0.4% | Reduced |
| ORG Partners LLC | 3,315 | $3.16M | 0.78% | −100−2.9% | Reduced |
| Premier Path Wealth Partners, LLC | 3,355 | $3.17M | 0.49% | −81−2.4% | Reduced |
| Prosperitas Financial LLC | 3,362 | $3.18M | 1.64% | +142+4.4% | Added |
| SFMG, LLC | 3,368 | $3.19M | 0.25% | −4−0.1% | Reduced |
| Malaga Cove Capital, LLC | 3,369 | $3.19M | 1.38% | +9+0.3% | Added |
| Insight Advisors, LLC | 3,371 | $3.19M | 0.56% | +86+2.6% | Added |
| Marvin & Palmer Associates Inc | 3,375 | $3.19M | 4.77% | −270−7.4% | Reduced |
| Am Investment Strategies LLC | 3,378 | $3.19M | 0.78% | +5+0.1% | Added |
| Triasima Portfolio Management inc. | 3,389 | $3.21M | 0.63% | −149−4.2% | Reduced |
| Brown, Lisle/Cummings, Inc. | 3,391 | $3.21M | 0.93% | +98+3.0% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 3,393 | $3.21M | 0.26% | +33+1.0% | Added |
| Fort Point Capital Partners LLC | 3,399 | $3.21M | 0.36% | +98+3.0% | Added |
| Fairbanks Capital Management, Inc. | 3,406 | $3.22M | 2.07% | −16−0.5% | Reduced |
| Terra Nova Asset Management LLC | 3,408 | $3.22M | 2.54% | +32+0.9% | Added |
| Verus Capital Partners, LLC | 3,408 | $3.22M | 0.32% | +319+10.3% | Added |
| Glen Eagle Advisors, LLC | 3,414 | $3.23M | 0.53% | −280−7.6% | Reduced |
| Wealth Alliance | 3,417 | $3.23M | 0.39% | +2,122+163.9% | Added |
| Aft, Forsyth & Company, Inc. | 3,421 | $3.24M | 1.75% | 00.0% | Unchanged |
| Hodges Capital Management Inc. | 3,423 | $3.24M | 0.33% | +1,173+52.1% | Added |
| Capital Planning LLC | 3,427 | $3.24M | 0.91% | −329−8.8% | Reduced |
| Centre Asset Management, LLC | 3,431 | $3.25M | 0.83% | +3,431 | New |
| West Branch Capital LLC | 3,432 | $3.25M | 1.08% | +433+14.4% | Added |
| Sava Infond d.o.o. | 3,440 | $3.25M | 0.62% | −385−10.1% | Reduced |
| Gryphon Financial Partners LLC | 3,444 | $3.26M | 0.47% | +298+9.5% | Added |
| Westmount Partners, LLC | 3,454 | $3.27M | 1.00% | −427−11.0% | Reduced |
| MeadowBrook Investment Advisors LLC | 3,458 | $3.27M | 3.05% | −4−0.1% | Reduced |
| Baer Investment Advisory LLC | 2,421 | $3.27M | 4.91% | +1,050+76.6% | Added |
| Fortis Group Advisors, LLC | 3,460 | $3.27M | 0.64% | −1,241−26.4% | Reduced |
| 44 Wealth Management LLC | 3,463 | $3.27M | 1.23% | −25−0.7% | Reduced |
| Peak Financial Advisors LLC | 3,464 | $3.28M | 1.67% | −13−0.4% | Reduced |
| Coastal Investment Advisors, Inc. | 3,469 | $3.28M | 1.50% | −122−3.4% | Reduced |
| KKM Financial LLC | 3,470 | $3.28M | 1.39% | −587−14.5% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 3,470 | $3.28M | 0.66% | +214+6.6% | Added |
| Shepherd Financial Partners LLC | 3,478 | $3.29M | 0.39% | +131+3.9% | Added |
| Eisler Capital Management Ltd. | 3,480 | $3.29M | 0.10% | +1,094+45.9% | Added |
| Deltec Asset Management LLC | 3,485 | $3.30M | 0.71% | 00.0% | Unchanged |
| SoundView Advisors Inc. | 3,495 | $3.31M | 1.36% | −2,441−41.1% | Reduced |
| Sculati Wealth Management, LLC | 3,497 | $3.31M | 1.34% | −109−3.0% | Reduced |
| Allred Capital Management, LLC | 3,510 | $3.32M | 1.33% | −22−0.6% | Reduced |
| WealthShield Partners, LLC | 3,511 | $3.32M | 0.43% | −667−16.0% | Reduced |
| HM Payson & Co | 3,517 | $3.33M | 0.06% | +43+1.2% | Added |
| Clarkston Capital Partners, LLC | 3,527 | $3.34M | 0.07% | −172−4.6% | Reduced |
| Figure 8 Investment Strategies LLC | 3,528 | $3.34M | 3.49% | −906−20.4% | Reduced |
| Wulff, Hansen & Co. | 3,529 | $3.34M | 3.04% | +1,249+54.8% | Added |
| BancorpSouth Bank | 3,529 | $3.34M | 0.24% | −86−2.4% | Reduced |
| Benedict Financial Advisors Inc | 3,537 | $3.35M | 0.78% | −213−5.7% | Reduced |
| Elmwood Wealth Management, Inc. | 3,545 | $3.35M | 1.38% | −123−3.4% | Reduced |
| Enhancing Capital LLC | 3,545 | $3.35M | 2.68% | +4+0.1% | Added |
| Carl P. Sherr & Co., LLC | 3,555 | $3.36M | 1.84% | 00.0% | Unchanged |
| BCM Advisors, LLC | 3,335 | $3.36M | 0.76% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 3,557 | $3.36M | 1.10% | +100+2.9% | Added |
| Centric Wealth Management | 3,564 | $3.37M | 0.89% | +619+21.0% | Added |
| Roehl & Yi Investment Advisors, LLC | 145,871 | $3.37M | 1.83% | +142,461+4,177.7% | Added |
| Nicholas Hoffman & Company, LLC. | 3,568 | $3.37M | 0.13% | −102−2.8% | Reduced |
| O'Brien Greene & Co. Inc | 3,568 | $3.37M | 1.13% | −18−0.5% | Reduced |
| Dohj, LLC | 3,575 | $3.38M | 0.77% | −2−0.1% | Reduced |
| Turn8 Private Wealth Inc. | 3,576 | $3.38M | 2.64% | −32−0.9% | Reduced |