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 |
|---|---|---|---|---|---|
| Horizon Investment Services, LLC | 250 | $236.5K | 0.11% | −1−0.4% | Reduced |
| New World Advisors LLC | 251 | $237.3K | 0.05% | +1+0.4% | Added |
| Hobbs Wealth Management, LLC | 251 | $237.4K | 0.26% | −3−1.2% | Reduced |
| Asset Allocation Strategies LLC | 251 | $237.7K | 0.06% | −1−0.4% | Reduced |
| Well Done, LLC | 260 | $238.2K | 0.04% | +23+9.7% | Added |
| Innova Wealth Partners | 252 | $238.3K | 0.15% | +5+2.0% | Added |
| Dunhill Financial, LLC | 252 | $238.8K | 0.11% | −36−12.5% | Reduced |
| Oxinas Partners Wealth Management LLC | 253 | $238.9K | 0.14% | +8+3.3% | Added |
| Brass Tax Wealth Management, Inc | 253 | $239.0K | 0.05% | +13+5.4% | Added |
| Wallace Advisory Group, LLC | 261 | $239.1K | 0.17% | +8+3.2% | Added |
| BIP Alliance, LLC | 253 | $239.3K | 0.10% | +3+1.2% | Added |
| Vanguard Capital Wealth Advisors | 253 | $239.4K | 0.29% | −87−25.6% | Reduced |
| Meriwether Wealth & Planning, LLC | 254 | $240.2K | 0.16% | −25−9.0% | Reduced |
| Stapp Wealth Management, PLLC | 254 | $240.2K | 0.37% | 00.0% | Unchanged |
| Parkwoods Wealth Partners, LLC | 254 | $240.2K | 0.16% | +22+9.5% | Added |
| Baron Wealth Management LLC | 254 | $240.3K | 0.11% | −4−1.6% | Reduced |
| Buck Wealth Strategies, LLC | 255 | $241.0K | 0.04% | −13−4.9% | Reduced |
| Aldebaran Financial Inc. | 255 | $241.2K | 0.29% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 255 | $241.2K | 0.22% | 00.0% | Unchanged |
| Cedar Point Capital Partners, LLC | 255 | $241.2K | 0.16% | +5+2.0% | Added |
| Curat Global, LLC | 255 | $241.2K | 0.29% | +255 | New |
| Advyzon Investment Management, LLC | 255 | $241.2K | 0.09% | +255 | New |
| Charter Oak Capital Management, LLC | 255 | $241.3K | 0.02% | +17+7.1% | Added |
| Cornerstone Planning Group LLC | 247 | $241.4K | 0.06% | +138+126.6% | Added |
| Keynote Financial Services LLC | 256 | $242.1K | 0.17% | −10−3.8% | Reduced |
| Paul Damon & Associates, Inc. | 256 | $242.1K | 0.15% | +28+12.3% | Added |
| Andina Capital Management, LLC | 257 | $243.1K | 0.17% | +257 | New |
| LeConte Wealth Management, LLC | 257 | $243.1K | 0.15% | +257 | New |
| EnRich Financial Partners LLC | 258 | $244.0K | 0.08% | 00.0% | Unchanged |
| Intrepid Capital Management Inc | 258 | $244.0K | 0.12% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 259 | $245.0K | 0.03% | 00.0% | Unchanged |
| Cannon Financial Strategists, Inc. | 259 | $245.0K | 0.04% | 00.0% | Unchanged |
| Tobam | 259 | $245.0K | 0.10% | −130−33.4% | Reduced |
| Newport Capital Group, LLC | 260 | $246.1K | 0.18% | +40+18.2% | Added |
| Sky-Mountain Capital Management, Inc. | 261 | $246.7K | 0.21% | +261 | New |
| Royal Fund Management, LLC | 261 | $246.8K | 0.03% | −9−3.3% | Reduced |
| Awm Capital, LLC | 261 | $246.9K | 0.03% | 00.0% | Unchanged |
| Valued Retirements, Inc. | 261 | $247.1K | 0.32% | +261 | New |
| Crux Wealth Advisors | 261 | $247.2K | 0.13% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 262 | $247.5K | 0.08% | −115−30.5% | Reduced |
| Emerald Mutual Fund Advisers Trust | 262 | $247.8K | 0.02% | −29−10.0% | Reduced |
| Betterment LLC | 262 | $248.0K | 0.00% | +35+15.4% | Added |
| Cullen Investment Group, Ltd. | 263 | $248.9K | 0.04% | 00.0% | Unchanged |
| Watershed Private Wealth LLC | 264 | $249.3K | 0.10% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 264 | $249.7K | 0.13% | −96−26.7% | Reduced |
| Stone House Investment Management, LLC | 264 | $249.8K | 0.05% | +264 | New |
| J Hagan Capital, Inc. | 273 | $249.9K | 0.20% | +273 | New |
| McCarthy & Cox | 265 | $250.4K | 0.11% | −26−8.9% | Reduced |
| Arvest Investments, Inc. | 265 | $250.6K | 0.04% | 00.0% | Unchanged |
| Isthmus Partners, LLC | 265 | $250.6K | 0.03% | −100−27.4% | Reduced |
| Axiom Financial Strategies, LLC | 265 | $250.6K | 0.15% | −3−1.1% | Reduced |
| Brown Wealth Management, LLC | 265 | $250.6K | 0.09% | +13+5.2% | Added |
| Park Capital Management, LLC | 265 | $250.6K | 0.29% | +21+8.6% | Added |
| HMS Capital Management, LLC | 276 | $250.6K | 0.14% | −70−20.2% | Reduced |
| Hanlon Investment Management, Inc. | 266 | $251.6K | 0.19% | −37−12.2% | Reduced |
| Hughes Financial Services, LLC | 264 | $252.1K | 0.05% | +5+1.9% | Added |
| Provenance Wealth Advisors, LLC | 267 | $252.5K | 0.04% | 00.0% | Unchanged |
| Monograph Wealth Advisors, LLC | 267 | $252.6K | 0.03% | −15−5.3% | Reduced |
| Tillman Hartley LLC | 268 | $253.5K | 0.07% | −95−26.2% | Reduced |
| PFS Partners, LLC | 268 | $253.7K | 0.14% | 00.0% | Unchanged |
| Merkkuri Wealth Advisors LLC | 269 | $254.0K | 0.22% | −41−13.2% | Reduced |
| Gables Capital Management Inc. | 269 | $254.4K | 0.13% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 270 | $254.9K | 0.15% | 00.0% | Unchanged |
| FSA Advisors, Inc. | 270 | $255.1K | 0.20% | +270 | New |
| Treasure Coast Financial Planning | 272 | $257.3K | 0.16% | +272 | New |
| Wealthedge Investment Advisors, LLC | 272 | $257.9K | 0.12% | −223−45.1% | Reduced |
| Ogorek Anthony Joseph | 272 | $258.0K | 0.08% | +71+35.3% | Added |
| Verus Wealth Management, LLC | 273 | $258.2K | 0.28% | +15+5.8% | Added |
| Reston Wealth Management LLC | 273 | $258.3K | 0.10% | +8+3.0% | Added |
| Greenberg Financial Group | 260 | $259.1K | 0.11% | +260 | New |
| D L Carlson Investment Group Inc | 276 | $261.0K | 0.05% | −1−0.4% | Reduced |
| Silver Coast Investments LLC | 276 | $261.0K | 0.10% | +276 | New |
| William Mack & Associates, Inc. | 276 | $261.3K | 0.22% | −85−23.5% | Reduced |
| BetterWealth, LLC | 277 | $261.9K | 0.07% | −9−3.1% | Reduced |
| PFG Private Wealth Management, LLC | 277 | $262.0K | 0.14% | +13+4.9% | Added |
| GoalVest Advisory LLC | 277 | $262.0K | 0.07% | +53+23.7% | Added |
| Waterway Wealth Management, LLC | 277 | $262.1K | 0.11% | +30+12.1% | Added |
| ProVise Management Group, LLC | 277 | $262.1K | 0.02% | −1−0.4% | Reduced |
| SwitchPoint Financial Planning, LLC | 277 | $262.3K | 0.25% | +5+1.8% | Added |
| Financial Enhancement Group LLC | 268 | $262.4K | 0.04% | +268 | New |
| Riverbend Wealth Management, LLC | 278 | $262.5K | 0.23% | +18+6.9% | Added |
| Advocate Group LLC | 278 | $262.9K | 0.05% | 00.0% | Unchanged |
| DMKC Advisory Services, LLC | 278 | $262.9K | 0.24% | 00.0% | Unchanged |
| Dupree Financial Group, LLC | 278 | $263.2K | 0.11% | −3−1.1% | Reduced |
| Triumph Capital Management | 280 | $264.4K | 0.09% | −3−1.1% | Reduced |
| Pinnacle Wealth Management Group, Inc. | 280 | $264.8K | 0.18% | +15+5.7% | Added |
| Stamos Capital Partners, L.P. | 280 | $264.8K | 0.07% | +280 | New |
| One Wealth Management Investment & Advisory Services, LLC | 281 | $265.8K | 0.44% | +57+25.4% | Added |
| Reliant Investment Management, LLC | 282 | $266.7K | 0.14% | −100−26.2% | Reduced |
| Fairfield, Bush & Co. | 282 | $266.8K | 0.17% | −15−5.1% | Reduced |
| Hurlow Wealth Management Group, Inc. | 283 | $267.7K | 0.08% | 00.0% | Unchanged |
| One Wealth Capital Management, LLC | 283 | $267.7K | 0.14% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 283 | $268.0K | 0.03% | +17+6.4% | Added |
| TPG Financial Advisors, LLC | 284 | $268.8K | 0.12% | −151−34.7% | Reduced |
| Kerntke Otto McGlone Wealth Management Group | 284 | $269.0K | 0.23% | +284 | New |
| OLIO Financial Planning | 285 | $269.9K | 0.09% | +6+2.2% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 286 | $270.5K | 0.53% | +1+0.4% | Added |
| Holistic Planning, LLC | 286 | $270.5K | 0.09% | +27+10.4% | Added |
| Core Wealth Advisors, Inc. | 287 | $271.9K | 0.09% | +287 | New |
| Beacon Financial Strategies CORP | 288 | $272.4K | 0.18% | −11−3.7% | Reduced |