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
- 3,953
- +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
- 1,605 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 | 4,275 | $311.5B |
| Q4 2025 | 4,139 | $272.0B |
| Q3 2025 | 3,942 | $274.4B |
| Q2 2025 | 4,012 | $302.3B |
| Q1 2025 | 3,953 | $287.8B |
| Q4 2024 | 3,942 | $279.6B |
| Q3 2024 | 3,591 | $266.7B |
| Q2 2024 | 3,527 | $258.3B |
| Q1 2024 | 3,420 | $222.0B |
| Q4 2023 | 3,344 | $201.0B |
| Q3 2023 | 3,078 | $169.9B |
| Q2 2023 | 3,042 | $162.0B |
| Q1 2023 | 2,944 | $149.2B |
| Q4 2022 | 2,939 | $137.2B |
| Q3 2022 | 2,826 | $141.6B |
| Q2 2022 | 2,785 | $143.4B |
| Q1 2022 | 2,863 | $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 |
|---|---|---|---|---|---|
| Litman Gregory Asset Management LLC | 218 | $206.2K | 0.02% | 00.0% | Unchanged |
| Tandem Financial, LLC | 218 | $206.3K | 0.22% | −2−0.9% | Reduced |
| Avid Wealth Partners LLC | 219 | $207.1K | 0.14% | +219 | New |
| Francis Financial, Inc. | 219 | $207.1K | 0.05% | +219 | New |
| Parker Financial LLC | 219 | $207.1K | 0.10% | +219 | New |
| Oldfather Financial Services, LLC | 219 | $207.3K | 0.08% | −7−3.1% | Reduced |
| Ami Investment Management Inc | 220 | $208.1K | 0.07% | −20−8.3% | Reduced |
| Westwood Wealth Management | 220 | $208.1K | 0.09% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 221 | $208.5K | 0.07% | −196−47.0% | Reduced |
| Confluence Investment Management LLC | 221 | $209.0K | 0.00% | −26−10.5% | Reduced |
| Sharpepoint LLC | 211 | $209.2K | 0.18% | +211 | New |
| Landing Point Financial Group, LLC | 222 | $210.0K | 0.16% | −10−4.3% | Reduced |
| LCNB Corp | 223 | $210.9K | 0.08% | −25−10.1% | Reduced |
| Palogic Value Management, L.P. | 223 | $210.9K | 0.09% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 223 | $210.9K | 0.09% | +3+1.4% | Added |
| AJ Advisors, LLC | 224 | $211.7K | 0.11% | +224 | New |
| Martel Wealth Advisors Inc | 224 | $211.9K | 0.04% | −83−27.0% | Reduced |
| D. Scott Neal, Inc. | 224 | $211.9K | 0.12% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 224 | $211.9K | 0.19% | +51+29.5% | Added |
| Old Point Trust & Financial Services N A | 225 | $212.8K | 0.07% | 00.0% | Unchanged |
| North Forty Two & Co. | 226 | $213.7K | 0.24% | −10−4.2% | Reduced |
| Keebeck Alpha, LP | 226 | $213.7K | 0.25% | +226 | New |
| Prospect Financial Group LLC | 226 | $213.7K | 0.27% | +226 | New |
| Gibbs Wealth Management | 226 | $213.7K | 0.05% | +226 | New |
| Grant Street Asset Management, Inc. | 226 | $213.7K | 0.05% | 00.0% | Unchanged |
| GK Wealth Management LLC | 226 | $213.9K | 0.27% | +226 | New |
| Harbor Advisory Corp | 227 | $214.7K | 0.07% | −46−16.8% | Reduced |
| Quest 10 Wealth Builders, Inc. | 228 | $215.3K | 0.23% | −50−18.0% | Reduced |
| Heritage Family Offices, LLP | 229 | $216.6K | 0.11% | 00.0% | Unchanged |
| Winslow Capital Management, LLC | 229 | $216.6K | 0.00% | −509−69.0% | Reduced |
| Requisite Capital Management, LLC | 229 | $216.6K | 0.05% | −277−54.7% | Reduced |
| Cabot Wealth Management Inc | 229 | $216.6K | 0.03% | −30−11.6% | Reduced |
| Tanglewood Legacy Advisors, LLC | 229 | $216.6K | 0.09% | 00.0% | Unchanged |
| Legacy Financial Strategies, LLC | 229 | $216.6K | 0.05% | −2−0.9% | Reduced |
| Midwest Capital Advisors, LLC | 229 | $216.8K | 0.13% | 00.0% | Unchanged |
| Vestia Personal Wealth Advisors | 230 | $217.5K | 0.17% | −3−1.3% | Reduced |
| Earnest Partners LLC | 230 | $217.5K | 0.00% | 00.0% | Unchanged |
| Founders Grove Wealth Partners, LLC | 230 | $217.5K | 0.06% | +1+0.4% | Added |
| Bestgate Wealth Advisors, LLC | 230 | $217.6K | 0.45% | −25−9.8% | Reduced |
| Ball & Co Wealth Management Inc. | 231 | $218.0K | 0.23% | −66−22.2% | Reduced |
| FMB Wealth Management | 231 | $218.5K | 0.12% | 00.0% | Unchanged |
| City National Bank of Florida | 232 | $219.4K | 0.20% | +232 | New |
| Kera Capital Partners, Inc. | 233 | $220.4K | 0.07% | +233 | New |
| Stanich Group LLC | 234 | $221.3K | 0.16% | 00.0% | Unchanged |
| TrueMark Investments, LLC | 234 | $221.3K | 0.06% | −2,798−92.3% | Reduced |
| Wealth Advisory Solutions, LLC | 234 | $221.3K | 0.06% | −204−46.6% | Reduced |
| Insight Wealth Partners, LLC | 234 | $221.3K | 0.13% | −46−16.4% | Reduced |
| Probity Advisors, Inc. | 234 | $221.3K | 0.04% | +234 | New |
| Waddell & Associates, LLC | 235 | $222.0K | 0.03% | −9−3.7% | Reduced |
| JDM Financial Group LLC | 235 | $222.3K | 0.11% | +62+35.8% | Added |
| Alliance Wealth Advisors, LLC | 235 | $222.3K | 0.06% | +235 | New |
| Paragon Capital Management Ltd | 235 | $222.7K | 0.05% | −3−1.3% | Reduced |
| Corepath Wealth Partners LLC | 228 | $222.9K | 0.21% | +1+0.4% | Added |
| Wedge Capital Management L L P | 237 | $224.2K | 0.00% | −5−2.1% | Reduced |
| Pitti Group Wealth Management, LLC | 237 | $224.3K | 0.23% | +237 | New |
| Hill Island Financial LLC | 237 | $224.5K | 0.07% | −16−6.3% | Reduced |
| Inspire Advisors, LLC | 238 | $224.8K | 0.03% | −15−5.9% | Reduced |
| Opus Capital Group, LLC | 238 | $225.0K | 0.03% | 00.0% | Unchanged |
| Seldon Capital LP | 238 | $225.1K | 0.14% | 00.0% | Unchanged |
| Mystic Asset Management, Inc. | 238 | $225.1K | 0.06% | 00.0% | Unchanged |
| Berry Wealth Group, LP | 238 | $225.1K | 0.18% | +238 | New |
| Conscious Wealth Investments, LLC | 224 | $225.8K | 0.16% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 239 | $226.1K | 0.11% | 00.0% | Unchanged |
| Parkshore Wealth Management, Inc. | 240 | $226.7K | 0.13% | 00.0% | Unchanged |
| Genesis Wealth Advisors, LLC | 240 | $227.0K | 0.18% | 00.0% | Unchanged |
| Giverny Capital Inc.SuperinvestorGiverny Capital | 240 | $227.0K | 0.01% | 00.0% | Unchanged |
| Outlook Wealth Advisors, LLC | 240 | $227.0K | 0.06% | +2+0.8% | Added |
| One Wealth Advisors, LLC | 241 | $227.9K | 0.03% | −40−14.2% | Reduced |
| DHK Financial Advisors, Inc. | 241 | $227.9K | 0.13% | 00.0% | Unchanged |
| McGowan Group Asset Management, Inc. | 241 | $227.9K | 0.03% | +20+9.0% | Added |
| First PREMIER Bank | 242 | $228.0K | 0.06% | 00.0% | Unchanged |
| Richard C. Young & CO., LTD. | 241 | $228.4K | 0.02% | 00.0% | Unchanged |
| East Coast Asset Management, LLC. | 242 | $228.9K | 0.08% | 00.0% | Unchanged |
| Haven Private, LLC | 242 | $228.9K | 0.13% | +242 | New |
| Total Investment Management Inc | 243 | $229.6K | 0.03% | −85−25.9% | Reduced |
| Spectrum Investment Advisors, Inc. | 243 | $229.6K | 0.15% | −30−11.0% | Reduced |
| Guardian Wealth Advisors, LLC | 243 | $229.8K | 0.15% | 00.0% | Unchanged |
| Crew Capital Management, Ltd. | 243 | $229.9K | 0.19% | +17+7.5% | Added |
| Fortress Wealth Group, LLC | 232 | $230.0K | 0.11% | −185−44.4% | Reduced |
| Alesco Advisors LLC | 244 | $230.8K | 0.01% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 359 | $230.8K | 0.14% | +115+47.1% | Added |
| Manitou Investment Management Ltd. | 245 | $231.7K | 0.05% | +125+104.2% | Added |
| Legacy Financial Group, Inc. | 245 | $231.7K | 0.07% | −4−1.6% | Reduced |
| Secured Retirement Advisors, LLC | 246 | $232.7K | 0.15% | −2,539−91.2% | Reduced |
| Dumont & Blake Investment Advisors LLC | 246 | $232.7K | 0.07% | 00.0% | Unchanged |
| Capasso Planning Partners LLC | 246 | $232.7K | 0.10% | 00.0% | Unchanged |
| Austin Asset Management Co Inc | 247 | $233.2K | 0.05% | +247 | New |
| Blue Oak Capital, LLC | 247 | $233.6K | 0.13% | −50−16.8% | Reduced |
| Woodward Diversified Capital, LLC | 247 | $233.6K | 0.17% | +14+6.0% | Added |
| Adamsbrown Wealth Consultants LLC | 247 | $233.7K | 0.07% | +247 | New |
| Old North State Wealth Management, LLC | 245 | $233.8K | 0.13% | +245 | New |
| Wealthquest Corp | 248 | $234.7K | 0.02% | −103−29.3% | Reduced |
| Holcombe Financial, Inc. | 249 | $235.3K | 0.20% | −22−8.1% | Reduced |
| Kelly Financial Services LLC | 249 | $235.4K | 0.08% | 00.0% | Unchanged |
| Holistic Financial Partners | 249 | $235.9K | 0.11% | +22+9.7% | Added |
| F&V Capital Management, LLC | 250 | $236.0K | 0.06% | +250 | New |
| Wittenberg Investment Management, Inc. | 250 | $236.4K | 0.11% | −75−23.1% | Reduced |
| Investment Management Associates Inc | 250 | $236.4K | 0.10% | 00.0% | Unchanged |
| Perkins Capital Management Inc | 250 | $236.4K | 0.25% | 00.0% | Unchanged |
| Tairen Capital Ltd | 250 | $236.4K | 0.02% | +250 | New |