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 |
|---|---|---|---|---|---|
| Finivi Inc. | 3,576 | $3.38M | 2.72% | +93+2.7% | Added |
| Fox Hill Wealth Management | 3,588 | $3.39M | 2.00% | −3,174−46.9% | Reduced |
| Fortitude Advisory Group L.L.C. | 3,508 | $3.39M | 2.44% | +217+6.6% | Added |
| FCG Investment Co | 3,597 | $3.40M | 2.14% | +434+13.7% | Added |
| Castle Rock Wealth Management, LLC | 3,578 | $3.41M | 0.92% | −322−8.3% | Reduced |
| Simplicity Wealth,LLC | 3,617 | $3.42M | 0.27% | +2,591+252.5% | Added |
| Princeton Capital Management LLC | 3,625 | $3.43M | 1.21% | +42+1.2% | Added |
| Condor Capital Management | 3,626 | $3.43M | 0.32% | −1,125−23.7% | Reduced |
| Jericho Financial, LLP | 3,628 | $3.43M | 2.49% | +176+5.1% | Added |
| Werlinich Asset Management, LLC | 3,628 | $3.43M | 2.18% | 00.0% | Unchanged |
| RMR Capital Management, LLC | 3,632 | $3.44M | 2.48% | 00.0% | Unchanged |
| First National Corp | 3,635 | $3.44M | 0.76% | +75+2.1% | Added |
| BlackDiamond Wealth Management Inc. | 3,415 | $3.44M | 2.33% | −52−1.5% | Reduced |
| Sand Hill Global Advisors, LLC | 3,642 | $3.44M | 0.14% | −36−1.0% | Reduced |
| Venturi Wealth Management, LLC | 3,650 | $3.45M | 0.18% | +66+1.8% | Added |
| Decatur Capital Management, Inc. | 3,650 | $3.45M | 1.79% | +7+0.2% | Added |
| Bell Asset Management Ltd | 3,662 | $3.46M | 0.64% | −61−1.6% | Reduced |
| Platform Technology Partners | 3,664 | $3.47M | 1.01% | −40−1.1% | Reduced |
| David Loasby | 3,598 | $3.47M | 0.34% | +76+2.2% | Added |
| GSB Wealth Management, LLC | 3,672 | $3.47M | 0.91% | −122−3.2% | Reduced |
| Beaton Management Co. Inc. | 3,680 | $3.48M | 1.81% | −50−1.3% | Reduced |
| Aviance Capital Partners, LLC | 3,685 | $3.49M | 0.49% | +25+0.7% | Added |
| Aries Wealth Management | 3,687 | $3.49M | 0.95% | +140+3.9% | Added |
| Sivia Capital Partners, LLC | 3,688 | $3.49M | 1.63% | −20−0.5% | Reduced |
| Norway Savings Bank | 3,693 | $3.49M | 1.99% | −14−0.4% | Reduced |
| Arrow Financial Corp | 3,700 | $3.50M | 0.39% | −1,430−27.9% | Reduced |
| Peloton Wealth Strategists | 3,703 | $3.50M | 1.46% | +32+0.9% | Added |
| GM Advisory Group, Inc. | 3,718 | $3.52M | 0.19% | +39+1.1% | Added |
| Arista Wealth Management, LLC | 3,729 | $3.53M | 0.85% | +170+4.8% | Added |
| Founders Financial Securities LLC | 3,607 | $3.53M | 0.30% | +51+1.4% | Added |
| Oxler Private Wealth LLC | 3,741 | $3.54M | 1.24% | +4+0.1% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,813 | $3.54M | 0.54% | +51+1.4% | Added |
| JGP Wealth Management, LLC | 3,749 | $3.55M | 0.47% | −20−0.5% | Reduced |
| Lindbrook Capital, LLC | 3,750 | $3.55M | 0.33% | −163−4.2% | Reduced |
| Nadler Financial Group, Inc. | 3,763 | $3.56M | 0.39% | +231+6.5% | Added |
| Callan Family Office, LLC | 3,784 | $3.58M | 0.27% | −9,070−70.6% | Reduced |
| NorthStar Asset Management LLC | 3,810 | $3.60M | 2.25% | +113+3.1% | Added |
| Hedeker Wealth, LLC | 3,811 | $3.60M | 0.97% | −65−1.7% | Reduced |
| Acas, LLC | 3,615 | $3.61M | 2.75% | +36+1.0% | Added |
| Bollard Group LLC | 3,832 | $3.62M | 0.10% | +4+0.1% | Added |
| Legacy Wealth Management, LLC | 3,833 | $3.63M | 1.18% | 00.0% | Unchanged |
| Moody Lynn & Lieberson, LLC | 3,840 | $3.63M | 0.23% | +67+1.8% | Added |
| Capstone Financial Advisors, Inc. | 3,840 | $3.63M | 0.23% | −173−4.3% | Reduced |
| Ironwood Financial, llc | 3,845 | $3.64M | 0.78% | −7−0.2% | Reduced |
| Cairn Investment Group, Inc. | 3,861 | $3.65M | 2.06% | −80−2.0% | Reduced |
| Aigen Investment Management, LP | 3,870 | $3.66M | 0.58% | +2,924+309.1% | Added |
| Wisconsin Capital Management LLC | 3,878 | $3.67M | 2.34% | −400−9.4% | Reduced |
| Compton Wealth Advisory Group, LLC | 3,880 | $3.67M | 1.02% | −311−7.4% | Reduced |
| Eads & Heald Wealth Management | 3,887 | $3.68M | 1.87% | −142−3.5% | Reduced |
| Coastal Bridge Advisors, LLC | 3,888 | $3.68M | 0.53% | +2,460+172.3% | Added |
| Oxford Financial Group Ltd | 3,891 | $3.68M | 0.26% | −351−8.3% | Reduced |
| Beutel, Goodman & Co Ltd. | 3,892 | $3.68M | 0.02% | +3,892 | New |
| Pensionfund Sabic | 3,900 | $3.69M | 1.10% | −900−18.8% | Reduced |
| Peak Asset Management, LLC | 3,904 | $3.69M | 0.70% | −366−8.6% | Reduced |
| Synergy Financial Management, LLC | 3,906 | $3.69M | 0.47% | −3,521−47.4% | Reduced |
| Raiffeisen Bank International AG | 3,975 | $3.70M | 0.06% | −892−18.3% | Reduced |
| WSFS Capital Management, LLC | 3,917 | $3.71M | 0.22% | −4,012−50.6% | Reduced |
| Arete Wealth Advisors, LLC | 3,955 | $3.74M | 0.29% | −1,786−31.1% | Reduced |
| Jessup Wealth Management, Inc | 3,959 | $3.74M | 1.57% | −148−3.6% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 3,965 | $3.75M | 0.50% | +185+4.9% | Added |
| Strategy Asset Managers LLC | 3,980 | $3.76M | 0.78% | −286−6.7% | Reduced |
| Clare Market Investments LLC | 3,981 | $3.77M | 0.99% | +594+17.5% | Added |
| Aspire Capital Advisors LLC | 4,002 | $3.78M | 1.13% | −281−6.6% | Reduced |
| Huntleigh Advisors, Inc. | 4,017 | $3.80M | 0.63% | +158+4.1% | Added |
| Perennial Investment Advisors, LLC | 4,017 | $3.80M | 0.43% | +238+6.3% | Added |
| Jefferies Financial Group Inc. | 4,020 | $3.80M | 0.07% | −3,851−48.9% | Reduced |
| James Investment Research Inc | 4,022 | $3.80M | 0.48% | +13+0.3% | Added |
| Legacy Advisors, LLC | 4,029 | $3.81M | 0.40% | +133+3.4% | Added |
| Little House Capital LLC | 4,030 | $3.81M | 1.05% | +602+17.6% | Added |
| Monterey Private Wealth, Inc. | 4,036 | $3.82M | 1.12% | +50+1.3% | Added |
| IMS Capital Management | 4,037 | $3.82M | 1.93% | +312+8.4% | Added |
| Gallagher Capital Advisors, LLC | 4,048 | $3.83M | 2.92% | −10−0.2% | Reduced |
| BNC Wealth Management, LLC | 4,049 | $3.83M | 1.38% | −2,579−38.9% | Reduced |
| Garner Asset Management Corp | 4,049 | $3.83M | 1.68% | −543−11.8% | Reduced |
| Hager Investment Management Services, LLC | 4,055 | $3.84M | 2.68% | −123−2.9% | Reduced |
| Cypress Wealth Services, LLC | 4,055 | $3.84M | 0.78% | +162+4.2% | Added |
| Bank Ozk | 4,062 | $3.84M | 1.60% | +415+11.4% | Added |
| Oak Asset Management, LLC | 4,064 | $3.84M | 1.41% | −21−0.5% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 4,071 | $3.85M | 0.17% | −58−1.4% | Reduced |
| Garde Capital, Inc. | 4,084 | $3.86M | 0.22% | +20.0% | Added |
| Fairvoy Private Wealth, LLC | 4,085 | $3.86M | 1.06% | −341−7.7% | Reduced |
| MTM Investment Management, LLC | 4,052 | $3.87M | 1.50% | −45−1.1% | Reduced |
| Golden State Wealth Management, LLC | 4,099 | $3.88M | 0.58% | +31+0.8% | Added |
| Savvy Advisors, Inc. | 4,100 | $3.88M | 0.39% | +656+19.0% | Added |
| Capital Advisors Inc | 4,101 | $3.88M | 0.08% | +139+3.5% | Added |
| First Bank & Trust | 4,107 | $3.88M | 0.75% | 00.0% | Unchanged |
| SCS Capital Management LLC | 4,116 | $3.89M | 0.05% | +4,116 | New |
| Rational Advisors LLC | 4,117 | $3.89M | 0.39% | +448+12.2% | Added |
| Carret Asset Management, LLC | 4,134 | $3.91M | 0.44% | +5+0.1% | Added |
| ABLE Financial Group, LLC | 4,136 | $3.91M | 1.10% | −8−0.2% | Reduced |
| Equitable Trust Co | 4,139 | $3.91M | 0.22% | −98−2.3% | Reduced |
| Somerset Group LLC | 4,144 | $3.92M | 3.57% | +178+4.5% | Added |
| NTV Asset Management LLC | 4,155 | $3.93M | 0.52% | +3+0.1% | Added |
| OneAscent Financial Services LLC | 4,151 | $3.93M | 0.26% | +714+20.8% | Added |
| Counterweight Ventures, LLC | 4,167 | $3.94M | 2.82% | +82+2.0% | Added |
| Covenant Asset Management, LLC | 4,170 | $3.94M | 0.99% | −113−2.6% | Reduced |
| LGT Group Foundation | 4,179 | $3.95M | 0.05% | −12,991−75.7% | Reduced |
| Prossimo Advisors, LLC | 4,183 | $3.96M | 2.97% | −15−0.4% | Reduced |
| Financial Engines Advisors L.L.C. | 4,193 | $3.97M | 0.01% | +629+17.6% | Added |
| Capital Insight Partners, LLC | 4,202 | $3.97M | 0.69% | +2,746+188.6% | Added |