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 |
|---|---|---|---|---|---|
| Planning Alternatives Ltd | 289 | $273.3K | 0.04% | +289 | New |
| Marshall Financial Group LLC | 289 | $273.8K | 0.06% | +20+7.4% | Added |
| OxenFree Capital LLC | 286 | $273.9K | 0.21% | −11−3.7% | Reduced |
| Moore Capital Management, LP | 290 | $274.3K | 0.01% | −999−77.5% | Reduced |
| Boston Research & Management Inc | 290 | $274.3K | 0.07% | 00.0% | Unchanged |
| George Kaiser Family Foundation | 291 | $275.2K | 0.04% | +291 | New |
| Summit Wealth Partners, LLC | 291 | $275.3K | 0.06% | −10−3.3% | Reduced |
| Carson Advisory Inc. | 291 | $275.6K | 0.19% | −38−11.6% | Reduced |
| WPG Advisers, LLC | 292 | $276.1K | 0.26% | −15−4.9% | Reduced |
| Seros Financial, LLC | 292 | $276.2K | 0.21% | −109−27.2% | Reduced |
| Sterling Financial Group, Inc. | 292 | $276.2K | 0.10% | 00.0% | Unchanged |
| Single Point Partners, LLC | 293 | $277.0K | 0.07% | +5+1.7% | Added |
| St. Louis Trust Co | 293 | $277.1K | 0.04% | +293 | New |
| Peak Planning Group, LLC | 294 | $277.7K | 0.12% | +7+2.4% | Added |
| Regimen Wealth, LLC | 294 | $278.1K | 0.09% | +8+2.8% | Added |
| Farnam Financial LLC | 295 | $279.0K | 0.28% | +295 | New |
| Stephens Consulting, LLC | 295 | $279.0K | 0.07% | +60+25.5% | Added |
| Hill Investment Group Partners, LLC | 296 | $280.0K | 0.04% | −152−33.9% | Reduced |
| REDW Wealth LLC | 296 | $280.0K | 0.10% | 00.0% | Unchanged |
| Mullooly Asset Management, Inc. | 296 | $280.0K | 0.13% | +296 | New |
| White Lighthouse Investment Management Inc. | 296 | $280.1K | 0.05% | −18−5.7% | Reduced |
| Rodgers Brothers Inc. | 297 | $280.9K | 0.04% | −85−22.3% | Reduced |
| Blue Square Asset Management, LLC | 297 | $280.9K | 0.15% | 00.0% | Unchanged |
| S&T Bank | 297 | $280.9K | 0.09% | +10+3.5% | Added |
| JNBA Financial Advisors | 297 | $280.9K | 0.03% | +15+5.3% | Added |
| Innovator Capital Management, LLC | 297 | $280.9K | 5.25% | +35+13.4% | Added |
| Waller Financial Planning Group, Inc | 297 | $281.4K | 0.08% | +297 | New |
| Pflug Koory, LLC | 298 | $281.8K | 0.16% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 298 | $281.8K | 0.10% | −80−21.2% | Reduced |
| Potentia Wealth | 298 | $281.9K | 0.13% | −10−3.2% | Reduced |
| Horizon Wealth Management, LLC | 298 | $281.9K | 0.05% | +30+11.2% | Added |
| Verde Capital Management | 298 | $282.0K | 0.08% | −874−74.6% | Reduced |
| Cherrydale Wealth Management, LLC | 298 | $282.2K | 0.11% | −59−16.5% | Reduced |
| Wealthspan Partners, LLC | 300 | $283.6K | 0.13% | +14+4.9% | Added |
| FORM Wealth Advisors, LLC | 300 | $283.7K | 0.04% | +300 | New |
| Alexander Labrunerie & Co., Inc. | 300 | $283.7K | 0.12% | −47−13.5% | Reduced |
| Blue Rock Wealth Management LLC | 300 | $283.7K | 0.24% | 00.0% | Unchanged |
| B&D White Capital Company, LLC | 300 | $283.7K | 0.04% | +6+2.0% | Added |
| David Wealth Management LLC | 300 | $283.8K | 0.24% | 00.0% | Unchanged |
| Bowman & Co S.C. | 301 | $284.5K | 0.14% | +1+0.3% | Added |
| Portland Global Advisors LLC | 301 | $284.7K | 0.04% | −127−29.7% | Reduced |
| Arcadia Wealth Management, LLC | 301 | $284.7K | 0.14% | +301 | New |
| Sunburst Financial Group, LLC | 301 | $284.7K | 0.07% | +9+3.1% | Added |
| CSM Advisors, LLC | 303 | $286.0K | 0.02% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 303 | $286.4K | 0.13% | +303 | New |
| GW&K Investment Management, LLC | 303 | $287.0K | 0.00% | +7+2.4% | Added |
| Sterling Group Wealth Management, LLC | 304 | $287.5K | 0.15% | 00.0% | Unchanged |
| Heritage Wealth Management, Inc. | 304 | $287.5K | 0.25% | 00.0% | Unchanged |
| Morris Retirement Advisors, LLC | 305 | $288.5K | 0.15% | −133−30.4% | Reduced |
| Coston, McIsaac & Partners | 306 | $289.0K | 0.08% | 00.0% | Unchanged |
| WBI Investments | 306 | $289.4K | 0.08% | +306 | New |
| Manuka Financial, LLC | 306 | $289.7K | 0.19% | +25+8.9% | Added |
| Providence Capital Advisors, LLC | 307 | $290.4K | 0.06% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 307 | $290.4K | 0.11% | +17+5.9% | Added |
| Financial Avengers, Inc. | 307 | $290.5K | 0.15% | 00.0% | Unchanged |
| Quilter Plc | 309 | $292.2K | 0.01% | 00.0% | Unchanged |
| Ameraudi Asset Management, Inc. | 309 | $292.2K | 0.17% | 00.0% | Unchanged |
| SWP Financial LLC | 309 | $292.3K | 0.18% | 00.0% | Unchanged |
| Smith Thornton Advisors LLC | 310 | $293.2K | 0.18% | +16+5.4% | Added |
| Fiduciary Financial Group, LLC | 305 | $294.1K | 0.06% | −9−2.9% | Reduced |
| Villere St Denis J & Co LLC | 312 | $295.1K | 0.03% | 00.0% | Unchanged |
| Verus Financial Partners, Inc. | 303 | $296.2K | 0.03% | −35−10.4% | Reduced |
| Accredited Wealth Management, LLC | 314 | $296.9K | 0.25% | −17−5.1% | Reduced |
| Smithbridge Asset Management Inc | 314 | $297.0K | 0.06% | +314 | New |
| Meixler Investment Management, Ltd. | 314 | $297.3K | 0.21% | −27−7.9% | Reduced |
| Bridgewealth Advisory Group, LLC | 314 | $297.4K | 0.39% | −601−65.7% | Reduced |
| HughesLittle Investment Management Ltd. | 315 | $297.9K | 0.06% | 00.0% | Unchanged |
| Burr Financial Services, LLC | 316 | $298.9K | 0.23% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 316 | $298.9K | 0.07% | +134+73.6% | Added |
| Conservest Capital Advisors, Inc. | 316 | $299.1K | 0.03% | +12+3.9% | Added |
| Aspiring Ventures, LLC | 297 | $299.6K | 0.17% | +297 | New |
| Madden Securities Corp | 317 | $299.8K | 0.12% | 00.0% | Unchanged |
| Quartz Partners, LLC | 317 | $300.1K | 0.18% | +25+8.6% | Added |
| Koa Wealth Management, LLC | 318 | $300.6K | 0.24% | −10−3.0% | Reduced |
| Talisman Wealth Advisors LLC | 318 | $300.7K | 0.31% | +1+0.3% | Added |
| Twin Lakes Capital Management, LLC | 318 | $300.8K | 0.20% | −400−55.7% | Reduced |
| Sharp Financial Services, LLC | 318 | $300.8K | 0.23% | +1+0.3% | Added |
| Mayport, LLC | 318 | $300.9K | 0.08% | +318 | New |
| Capstone Wealth Management, LLC | 318 | $301.1K | 0.30% | +8+2.6% | Added |
| New Jersey Better Educational Savings Trust | 319 | $301.7K | 0.58% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 319 | $302.2K | 0.08% | +1+0.3% | Added |
| Oxford Asset Management LLP | 321 | $303.6K | 0.14% | +321 | New |
| New Covenant Trust Company, N.A. | 327 | $304.0K | 0.32% | −13−3.8% | Reduced |
| 1 North Wealth Services LLC | 324 | $306.4K | 0.14% | 00.0% | Unchanged |
| Johnson & White Wealth Management, LLC | 325 | $307.0K | 0.17% | 00.0% | Unchanged |
| Promethium Advisors,llc | 325 | $307.2K | 0.20% | −16−4.7% | Reduced |
| Westend Capital Management, LLC | 325 | $307.4K | 0.12% | 00.0% | Unchanged |
| Gold Investment Management Ltd. | 325 | $307.4K | 0.13% | 00.0% | Unchanged |
| CogentBlue Wealth Advisors, LLC | 325 | $307.6K | 0.27% | +325 | New |
| Sage Private Wealth Group, LLC | 325 | $307.8K | 0.23% | +3+0.9% | Added |
| Murphy Pohlad Asset Management LLC | 326 | $308.3K | 0.13% | 00.0% | Unchanged |
| Joel Adams & Associates, Inc. | 326 | $308.3K | 0.28% | 00.0% | Unchanged |
| Altus Wealth Management, LLC | 326 | $308.3K | 0.14% | +100+44.2% | Added |
| Riggs Asset Managment Co. Inc. | 326 | $308.3K | 0.09% | −63−16.2% | Reduced |
| BlueChip Wealth Advisors LLC | 327 | $309.2K | 0.15% | +8+2.5% | Added |
| Friedenthal Financial | 327 | $309.6K | 0.18% | +42+14.7% | Added |
| Schulz Wealth, LTD. | 328 | $310.2K | 0.24% | −2−0.6% | Reduced |
| Vantage Financial Partners, LLC | 329 | $311.0K | 0.08% | +1+0.3% | Added |
| Montz Harcus Wealth Management LLC | 329 | $311.0K | 0.17% | 00.0% | Unchanged |
| Strid Group, LLC | 329 | $311.2K | 0.05% | 00.0% | Unchanged |