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 |
|---|---|---|---|---|---|
| C2C Wealth Management, LLC | 329 | $311.2K | 0.29% | 00.0% | Unchanged |
| CWC Advisors, LLC. | 329 | $311.2K | 0.18% | +329 | New |
| Beddow Capital Management Inc | 330 | $312.0K | 0.12% | 00.0% | Unchanged |
| Gould Capital, LLC | 330 | $312.1K | 0.22% | +75+29.4% | Added |
| M. Kulyk & Associates, LLC | 330 | $312.2K | 0.07% | +71+27.4% | Added |
| Endeavor Private Wealth, Inc. | 330 | $312.6K | 0.17% | +294+816.7% | Added |
| Kondo Wealth Advisors, Inc. | 330 | $312.9K | 0.15% | +6+1.9% | Added |
| Armbruster Capital Management, Inc. | 331 | $313.1K | 0.06% | −34−9.3% | Reduced |
| A&I Financial Services, LLC | 331 | $313.1K | 0.21% | 00.0% | Unchanged |
| Northeast Financial Group, Inc. | 332 | $314.0K | 0.12% | +1+0.3% | Added |
| Transce3nd, LLC | 333 | $314.9K | 0.14% | −106−24.1% | Reduced |
| First Financial Bank - Trust Division | 333 | $314.9K | 0.03% | −19−5.4% | Reduced |
| Fidelity D & D Bancorp Inc | 334 | $315.9K | 0.21% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 334 | $315.9K | 0.04% | +6+1.8% | Added |
| Pension & Wealth Management Advisors, Inc. | 333 | $316.5K | 0.12% | +16+5.0% | Added |
| Cora Capital Advisors LLC | 336 | $317.8K | 0.15% | −1−0.3% | Reduced |
| GoalFusion Wealth Management, LLC | 336 | $317.8K | 0.17% | 00.0% | Unchanged |
| University of Texas/Texas Am Investment Managment Co | 337 | $318.7K | 0.05% | −47−12.2% | Reduced |
| West Michigan Advisors, LLC | 337 | $318.7K | 0.11% | −29−7.9% | Reduced |
| Madison Park Capital Advisors, LLC | 337 | $318.7K | 0.28% | +3+0.9% | Added |
| Wall Street Financial Group, Inc. | 337 | $318.7K | 0.33% | +45+15.4% | Added |
| Cahill Wealth Management, LLC | 337 | $318.9K | 0.16% | +20+6.3% | Added |
| New Insight Wealth Advisors | 338 | $319.2K | 0.14% | +42+14.2% | Added |
| Activest Wealth Management | 338 | $319.5K | 0.09% | +177+109.9% | Added |
| Raleigh Capital Management Inc. | 338 | $319.6K | 0.14% | −115−25.4% | Reduced |
| Syverson Strege & Co | 338 | $319.7K | 0.10% | +14+4.3% | Added |
| Martin Investment Management, LLC | 339 | $320.6K | 0.08% | −48−12.4% | Reduced |
| Great Diamond Partners, LLC | 340 | $321.6K | 0.09% | −6−1.7% | Reduced |
| Spectrum Planning & Advisory Services Inc. | 340 | $321.7K | 0.27% | 00.0% | Unchanged |
| Cornerstone Wealth Advisors, Inc. | 340 | $321.7K | 0.09% | 00.0% | Unchanged |
| Atlas Wealth Partners, LLC | 340 | $322.0K | 0.40% | 00.0% | Unchanged |
| TKG Advisors, LLC | 341 | $322.5K | 0.16% | +4+1.2% | Added |
| Lynx Investment Advisory | 341 | $322.6K | 0.22% | 00.0% | Unchanged |
| Gilbert & Cook, Inc. | 341 | $322.9K | 0.05% | −58−14.5% | Reduced |
| Latitude Advisors, LLC | 341 | $322.9K | 0.19% | +10+3.0% | Added |
| Sensible Money, LLC | 342 | $323.8K | 0.14% | 00.0% | Unchanged |
| Sutton Place Investors LLC | 344 | $325.3K | 0.22% | +48+16.2% | Added |
| Alliance Wealth Management Group | 344 | $325.6K | 0.09% | 00.0% | Unchanged |
| G2 Capital Management, LLC | 344 | $325.6K | 0.10% | +344 | New |
| Birchcreek Wealth Management, LLC | 345 | $326.3K | 0.21% | −29−7.8% | Reduced |
| Capital City Trust Co | 345 | $326.3K | 0.09% | −30−8.0% | Reduced |
| Retireful, LLC | 353 | $328.2K | 0.32% | +353 | New |
| Soundwatch Capital LLC | 347 | $328.2K | 0.15% | −27−7.2% | Reduced |
| Round Rock Advisors, LLC | 348 | $328.9K | 0.06% | −175−33.5% | Reduced |
| Wells Trecaso Financial Group, LLC | 348 | $329.1K | 0.11% | −21−5.7% | Reduced |
| Rather & Kittrell, Inc. | 348 | $329.1K | 0.07% | −19−5.2% | Reduced |
| Addison Advisors LLC | 348 | $329.1K | 0.09% | +13+3.9% | Added |
| Towercrest Capital Management | 348 | $329.4K | 0.06% | 00.0% | Unchanged |
| Seek First Inc. | 349 | $329.7K | 0.29% | +349 | New |
| Financial Council Asset Management Inc | 349 | $330.1K | 0.18% | 00.0% | Unchanged |
| PUREfi Wealth, LLC | 349 | $330.1K | 0.33% | −26−6.9% | Reduced |
| Planning Directions Inc | 349 | $330.2K | 0.14% | +41+13.3% | Added |
| BOCHK Asset Management Ltd | 350 | $331.0K | 0.19% | −11,350−97.0% | Reduced |
| First Citizens Financial Corp | 350 | $331.0K | 0.19% | 00.0% | Unchanged |
| Chung Wu Investment Group, LLC | 350 | $331.0K | 0.40% | 00.0% | Unchanged |
| Topsail Wealth Management, LLC | 350 | $331.0K | 0.07% | +77+28.2% | Added |
| Per Stirling Capital Management, LLC. | 350 | $331.1K | 0.05% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 351 | $331.5K | 0.16% | +93+36.0% | Added |
| Cascade Investment Advisors, Inc. | 351 | $332.0K | 0.22% | 00.0% | Unchanged |
| Millennium Capital Advisors, LLC | 351 | $332.4K | 0.25% | −11−3.0% | Reduced |
| Richmond Investment Services, LLC | 352 | $332.6K | 0.18% | 00.0% | Unchanged |
| MBB Public Markets I LLC | 352 | $332.9K | 0.04% | +352 | New |
| Define Financial, LLC | 346 | $333.0K | 0.25% | +10+3.0% | Added |
| FSB Premier Wealth Management, Inc. | 352 | $333.2K | 0.13% | −1−0.3% | Reduced |
| Blue Bell Private Wealth Management, LLC | 353 | $333.9K | 0.06% | +32+10.0% | Added |
| Summit Financial Strategies, Inc. | 353 | $333.9K | 0.03% | 00.0% | Unchanged |
| Cottage Street Advisors LLC | 353 | $334.3K | 0.17% | +23+7.0% | Added |
| Avondale Wealth Management | 354 | $334.8K | 0.21% | +21+6.3% | Added |
| Penobscot Wealth Management | 354 | $335.3K | 0.14% | −3−0.8% | Reduced |
| Barnes Wealth Management Group, Inc | 357 | $337.6K | 0.22% | +2+0.6% | Added |
| United Bank | 358 | $338.6K | 0.04% | −123−25.6% | Reduced |
| Trust Co of Kansas | 360 | $340.0K | 0.18% | −3,905−91.6% | Reduced |
| Sawyer & Company, Inc | 360 | $340.0K | 0.14% | −280−43.8% | Reduced |
| Lynch & Associates | 360 | $340.5K | 0.07% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 360 | $340.5K | 0.13% | +56+18.4% | Added |
| JMG Financial Group, Ltd. | 360 | $340.9K | 0.01% | +360 | New |
| Cedar Mountain Advisors, LLC | 361 | $341.2K | 0.08% | −3−0.8% | Reduced |
| Revisor Wealth Management LLC | 362 | $342.7K | 0.15% | +362 | New |
| Harbor Group, Inc. | 363 | $343.3K | 0.07% | −50−12.1% | Reduced |
| DDFG, Inc | 363 | $343.5K | 0.10% | +12+3.4% | Added |
| Pinney & Scofield, Inc. | 364 | $344.3K | 0.25% | 00.0% | Unchanged |
| Intellectus Partners, LLC | 364 | $344.6K | 0.09% | 00.0% | Unchanged |
| WNY Asset Management, LLC | 365 | $344.9K | 0.04% | +34+10.3% | Added |
| LifePlan Investment Advisors, Inc. | 365 | $345.1K | 0.20% | −33−8.3% | Reduced |
| Diversified Portfolios, Inc. | 365 | $345.2K | 0.04% | −10−2.7% | Reduced |
| Hourglass Capital, LLC | 366 | $346.2K | 0.09% | +40+12.3% | Added |
| Global Wealth Strategies & Associates | 366 | $346.4K | 0.10% | +75+25.8% | Added |
| Novak & Powell Financial Services, Inc. | 367 | $346.9K | 0.22% | +1+0.3% | Added |
| Yeomans Consulting Group, Inc. | 368 | $348.0K | 0.13% | −151−29.1% | Reduced |
| Navis Wealth Advisors, LLC | 369 | $349.3K | 0.34% | 00.0% | Unchanged |
| Lincoln Capital Corp | 370 | $349.9K | 0.15% | −42−10.2% | Reduced |
| GatePass Capital, LLC | 371 | $350.9K | 0.26% | +109+41.6% | Added |
| Jackson Hole Capital Partners, LLC | 373 | $352.8K | 0.07% | 00.0% | Unchanged |
| Ferguson Shapiro LLC | 374 | $353.8K | 0.13% | −5−1.3% | Reduced |
| IAG Wealth Partners, LLC | 375 | $354.7K | 0.06% | +2+0.5% | Added |
| Everest Management Corp. | 376 | $355.6K | 0.32% | −37−9.0% | Reduced |
| Acute Investment Advisory, LLC | 377 | $356.6K | 1.79% | −30−7.4% | Reduced |
| Brogan Financial, Inc. | 378 | $357.7K | 0.17% | 00.0% | Unchanged |
| Tidemark, LLC | 378 | $357.9K | 0.13% | +7+1.9% | Added |
| OneAscent Wealth Management LLC | 379 | $358.0K | 0.16% | −256−40.3% | Reduced |