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 |
|---|---|---|---|---|---|
| DeDora Capital, Inc. | 4,210 | $3.98M | 1.15% | +102+2.5% | Added |
| Generali Investments CEE, investicni spolecnost, a.s. | 4,216 | $3.99M | 0.37% | −234−5.3% | Reduced |
| Everhart Financial Group, Inc. | 4,216 | $3.99M | 0.55% | +717+20.5% | Added |
| Cordatus Wealth Management LLC | 4,222 | $3.99M | 1.10% | +86+2.1% | Added |
| Naviter Wealth, LLC | 4,299 | $4.00M | 0.48% | +20+0.5% | Added |
| Warm Springs Advisors Inc. | 4,226 | $4.00M | 4.02% | +34+0.8% | Added |
| Monetary Management Group Inc | 4,230 | $4.00M | 1.08% | +15+0.4% | Added |
| Doheny Asset Management | 4,230 | $4.00M | 3.13% | +38+0.9% | Added |
| MWA Asset Management | 4,232 | $4.00M | 2.78% | +73+1.8% | Added |
| Norris Perne & French LLP | 4,240 | $4.01M | 0.30% | −670−13.6% | Reduced |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 4,245 | $4.01M | 0.65% | −105−2.4% | Reduced |
| Picton Mahoney Asset Management | 4,246 | $4.02M | 0.14% | +4,246 | New |
| RDA Financial Network | 4,261 | $4.03M | 1.20% | +249+6.2% | Added |
| Burney Co | 4,263 | $4.03M | 0.15% | +76+1.8% | Added |
| Illumine Investment Management, LLC | 4,282 | $4.05M | 3.32% | −56−1.3% | Reduced |
| Blodgett Wealth Advisors, LLC | 4,296 | $4.06M | 3.46% | −67−1.5% | Reduced |
| Jaffetilchin Investment Partners, LLC | 4,297 | $4.06M | 0.30% | +86+2.0% | Added |
| Legato Capital Management LLC | 4,300 | $4.07M | 0.55% | +2,057+91.7% | Added |
| Umpqua Bank | 4,305 | $4.07M | 1.41% | −202−4.5% | Reduced |
| Traynor Capital Management, Inc. | 4,307 | $4.07M | 0.34% | +195+4.7% | Added |
| Joel Isaacson & Co., LLC | 4,332 | $4.10M | 0.19% | +533+14.0% | Added |
| Burling Wealth Partners, LLC | 4,334 | $4.10M | 0.86% | +37+0.9% | Added |
| Simon Quick Advisors, LLC | 4,335 | $4.10M | 0.23% | +833+23.8% | Added |
| Bridgeway Capital Management, LLC | 4,350 | $4.11M | 0.10% | −1,220−21.9% | Reduced |
| Ironwood Investment Counsel, LLC | 4,356 | $4.12M | 0.71% | −265−5.7% | Reduced |
| Garrison Point Advisors, LLC | 4,359 | $4.12M | 2.00% | −123−2.7% | Reduced |
| Saturna Capital CORP | 4,362 | $4.13M | 0.06% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 4,363 | $4.13M | 1.76% | +8+0.2% | Added |
| W.H. Cornerstone Investments Inc. | 4,363 | $4.13M | 2.85% | −1,191−21.4% | Reduced |
| Edgestream Partners, L.P. | 4,364 | $4.13M | 0.14% | −996−18.6% | Reduced |
| TriaGen Wealth Management LLC | 4,372 | $4.13M | 1.46% | −5−0.1% | Reduced |
| Moser Wealth Advisors, LLC | 4,374 | $4.14M | 2.17% | +169+4.0% | Added |
| Newbridge Financial Services Group, Inc. | 4,377 | $4.14M | 1.00% | +135+3.2% | Added |
| Elyxium Wealth, LLC | 4,379 | $4.14M | 1.83% | +1,527+53.5% | Added |
| Strategic Advisors LLC | 4,392 | $4.15M | 0.80% | +13+0.3% | Added |
| Kathmere Capital Management, LLC | 4,393 | $4.15M | 0.35% | +16+0.4% | Added |
| Skye Global Management LP | 4,400 | $4.16M | 0.11% | 00.0% | Unchanged |
| Vickerman Investment Advisors, Inc. | 4,421 | $4.18M | 0.95% | −39−0.9% | Reduced |
| Essex Financial Services, Inc. | 4,422 | $4.18M | 0.30% | −160−3.5% | Reduced |
| Moss Adams Wealth Advisors LLC | 4,430 | $4.19M | 0.44% | +388+9.6% | Added |
| Red Cedar Investment Management, LLC | 4,431 | $4.19M | 0.58% | 00.0% | Unchanged |
| Stillwater Wealth Management Group | 4,439 | $4.20M | 3.64% | +177+4.2% | Added |
| Delta Financial Advisors LLC | 4,444 | $4.20M | 1.58% | +37+0.8% | Added |
| Mezzasalma Advisors, LLC | 4,456 | $4.21M | 1.46% | +335+8.1% | Added |
| MV Capital Management, Inc. | 4,460 | $4.22M | 0.45% | +176+4.1% | Added |
| Cigna Investments Inc | 4,462 | $4.22M | 0.79% | −76−1.7% | Reduced |
| Osprey Private Wealth LLC | 4,463 | $4.22M | 2.50% | +390+9.6% | Added |
| Berbice Capital Management LLC | 4,480 | $4.24M | 3.65% | +35+0.8% | Added |
| XML Financial, LLC | 4,484 | $4.24M | 0.40% | +249+5.9% | Added |
| Harfst & Associates, Inc. | 4,484 | $4.24M | 0.98% | −104−2.3% | Reduced |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 4,488 | $4.24M | 1.06% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 4,405 | $4.25M | 0.22% | +81+1.9% | Added |
| Allen Investment Management LLC | 4,498 | $4.25M | 0.05% | +2,880+178.0% | Added |
| Skopos Labs, Inc. | 4,500 | $4.26M | 0.92% | +1,235+37.8% | Added |
| Monetta Financial Services Inc | 4,500 | $4.26M | 3.77% | 00.0% | Unchanged |
| First Business Financial Services, Inc. | 4,508 | $4.26M | 0.42% | +328+7.8% | Added |
| Cornerstone Wealth Management, LLC | 4,518 | $4.27M | 0.29% | −89−1.9% | Reduced |
| Smith Chas P & Associates Pa Cpas | 4,520 | $4.27M | 0.25% | −42,378−90.4% | Reduced |
| Constitution Capital LLC | 4,525 | $4.28M | 2.37% | +1,364+43.2% | Added |
| Connective Capital Management, LLC | 4,526 | $4.28M | 3.94% | +1,955+76.0% | Added |
| Martin Capital Advisors, LLP | 4,527 | $4.28M | 3.05% | −199−4.2% | Reduced |
| Sheets Smith Wealth Management | 4,536 | $4.29M | 0.53% | −4−0.1% | Reduced |
| Wayfinding Financial, LLC | 4,536 | $4.29M | 1.88% | −9−0.2% | Reduced |
| Guardian Investment Management | 4,543 | $4.30M | 3.67% | −662−12.7% | Reduced |
| Wambolt & Associates, LLC | 4,503 | $4.30M | 1.46% | −403−8.2% | Reduced |
| Freedom Day Solutions, LLC | 4,552 | $4.31M | 1.32% | −443−8.9% | Reduced |
| Brady Family Wealth, LLC | 4,552 | $4.31M | 1.38% | −76−1.6% | Reduced |
| one8zero8, LLC | 4,561 | $4.31M | 1.02% | +297+7.0% | Added |
| Investment Research & Advisory Group, Inc. | 4,590 | $4.34M | 1.83% | +134+3.0% | Added |
| Ignite Planners, LLC | 4,352 | $4.35M | 0.85% | +318+7.9% | Added |
| Alta Wealth Advisors LLC | 4,599 | $4.35M | 2.00% | −8−0.2% | Reduced |
| Perkins Coie Trust Co | 4,605 | $4.36M | 0.99% | −18−0.4% | Reduced |
| Field & Main Bank | 4,616 | $4.37M | 1.54% | −218−4.5% | Reduced |
| Processus Wealth & Capital Management, LLC | 4,629 | $4.38M | 3.73% | +54+1.2% | Added |
| SOL Capital Management CO | 4,634 | $4.38M | 0.48% | +276+6.3% | Added |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 4,637 | $4.39M | 0.05% | −760−14.1% | Reduced |
| Atlas Brown,Inc. | 4,638 | $4.39M | 1.54% | +4+0.1% | Added |
| Gs Investments, Inc. | 4,652 | $4.40M | 2.07% | −480−9.4% | Reduced |
| Byrne Financial Freedom, LLC | 4,658 | $4.41M | 2.50% | +34+0.7% | Added |
| Grandfield & Dodd, LLC | 4,662 | $4.41M | 0.27% | −35−0.7% | Reduced |
| First Pacific Financial | 4,678 | $4.42M | 0.90% | −452−8.8% | Reduced |
| Columbia Asset Management | 4,682 | $4.43M | 0.90% | −222−4.5% | Reduced |
| Balboa Wealth Partners | 4,690 | $4.44M | 1.07% | −134−2.8% | Reduced |
| Telligent Fund, LP | 4,700 | $4.45M | 4.94% | +200+4.4% | Added |
| Aire Advisors, LLC | 4,702 | $4.45M | 0.94% | −17−0.4% | Reduced |
| Susquehanna Fundamental Investments, LLC | 4,703 | $4.45M | 0.07% | −3,560−43.1% | Reduced |
| JSF Financial, LLC | 4,715 | $4.46M | 1.18% | +309+7.0% | Added |
| Ostrum Asset Management | 4,720 | $4.46M | 0.23% | +1,633+52.9% | Added |
| Ardent Capital Management, Inc. | 4,774 | $4.52M | 1.95% | +491+11.5% | Added |
| National Philanthropic Trust | 4,775 | $4.52M | 0.07% | −17−0.4% | Reduced |
| Ambassador Advisors, LLC | 4,784 | $4.52M | 0.79% | −114−2.3% | Reduced |
| Cypress Capital Management LLC (WY) | 4,786 | $4.53M | 5.41% | −121−2.5% | Reduced |
| Schear Investment Advisers, LLC | 4,794 | $4.53M | 2.61% | +19+0.4% | Added |
| RMR Wealth Builders | 4,794 | $4.53M | 0.48% | +8+0.2% | Added |
| J. W. Coons Advisors, LLC | 4,805 | $4.54M | 1.20% | −120−2.4% | Reduced |
| Laffer Tengler Investments | 4,811 | $4.55M | 0.97% | −1,369−22.2% | Reduced |
| Nichols & Pratt Advisers LLP | 4,814 | $4.55M | 0.31% | −370−7.1% | Reduced |
| AMG National Trust Bank | 4,818 | $4.56M | 0.13% | +369+8.3% | Added |
| LM Advisors LLC | 4,820 | $4.56M | 0.82% | −17−0.4% | Reduced |
| West Oak Capital, LLC | 4,821 | $4.56M | 1.76% | −492−9.3% | Reduced |