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 |
|---|---|---|---|---|---|
| Aspire Growth Partners LLC | 356 | $358.7K | 0.32% | +19+5.6% | Added |
| Capco Asset Management, LLC | 380 | $359.4K | 0.09% | 00.0% | Unchanged |
| Retirement Income Solutions, Inc | 380 | $359.4K | 0.08% | 00.0% | Unchanged |
| Morling Financial Advisors, LLC | 380 | $359.4K | 0.12% | +380 | New |
| IMZ Advisory Inc | 380 | $359.6K | 0.16% | +380 | New |
| Wealthstar Advisors, LLC | 382 | $360.9K | 0.17% | +3+0.8% | Added |
| Caliber Wealth Management, LLC | 382 | $361.7K | 0.05% | +382 | New |
| Montis Financial, LLC | 382 | $361.7K | 0.11% | 00.0% | Unchanged |
| Spartan Planning & Wealth Management | 383 | $362.2K | 0.35% | −452−54.1% | Reduced |
| Better Money Decisions, LLC | 383 | $362.2K | 0.24% | +20+5.5% | Added |
| Kure Advisory, LLC | 383 | $362.4K | 0.27% | +383 | New |
| Elgethun Capital Management | 384 | $362.8K | 0.08% | −10−2.5% | Reduced |
| Lathrop Investment Management Corp | 384 | $363.0K | 0.07% | 00.0% | Unchanged |
| Phillips Financial Management, LLC | 384 | $363.6K | 0.03% | +74+23.9% | Added |
| Silver Lake Advisory, LLC | 385 | $364.0K | 0.16% | +1+0.3% | Added |
| Trust Co | 386 | $365.1K | 0.04% | −117−23.3% | Reduced |
| Family Office Research LLC | 387 | $366.3K | 0.18% | +2+0.5% | Added |
| HF Advisory Group, LLC | 388 | $366.8K | 0.16% | +1+0.3% | Added |
| Libra Wealth LLC | 388 | $367.0K | 0.14% | 00.0% | Unchanged |
| MPS Loria Financial Planners, LLC | 389 | $367.7K | 0.11% | 00.0% | Unchanged |
| Summit Investment Advisors, Inc. | 364 | $368.0K | 0.33% | 00.0% | Unchanged |
| Stonehearth Capital Management, LLC | 391 | $369.8K | 0.15% | 00.0% | Unchanged |
| Defined Financial Planning LLC | 388 | $370.3K | 0.38% | +92+31.1% | Added |
| Syntax Research, Inc. | 392 | $370.7K | 0.26% | 00.0% | Unchanged |
| Summit Financial Wealth Advisors, LLC | 394 | $372.6K | 0.07% | +13+3.4% | Added |
| SGL Investment Advisors, Inc. | 370 | $373.1K | 0.19% | +4+1.1% | Added |
| Three Seasons Wealth, LLC | 395 | $373.6K | 0.19% | −1−0.3% | Reduced |
| Clark Asset Management, LLC | 395 | $373.6K | 0.06% | +7+1.8% | Added |
| Center For Asset Management LLC | 396 | $374.5K | 0.23% | +30+8.2% | Added |
| Firethorn Wealth Partners, LLC | 397 | $375.4K | 0.18% | +37+10.3% | Added |
| CenterBook Partners LP | 397 | $375.5K | 0.02% | +397 | New |
| USAdvisors Wealth Management, LLC | 397 | $376.0K | 0.13% | −11−2.7% | Reduced |
| Davidson Kahn Capital Management, LLC | 398 | $376.4K | 0.29% | +10+2.6% | Added |
| Hoey Investments, Inc | 398 | $376.4K | 0.07% | −355−47.1% | Reduced |
| FSA Wealth Management LLC | 398 | $376.5K | 0.16% | +4+1.0% | Added |
| Eldridge Investment Advisors, Inc. | 399 | $377.6K | 0.09% | 00.0% | Unchanged |
| Ion Asset Management Ltd. | 400 | $378.3K | 0.03% | −90−18.4% | Reduced |
| Seed Wealth Management, Inc. | 400 | $378.3K | 0.31% | 00.0% | Unchanged |
| Granite Group Advisors, LLC | 400 | $378.3K | 0.26% | +23+6.1% | Added |
| Grace & White Inc | 400 | $378.3K | 0.07% | +100+33.3% | Added |
| Warwick Investment Management, Inc. | 401 | $379.1K | 0.08% | +72+21.9% | Added |
| Quantum Private Wealth, LLC | 401 | $379.2K | 0.14% | −43−9.7% | Reduced |
| Denver Wealth Management, Inc. | 401 | $379.2K | 0.17% | 00.0% | Unchanged |
| Farmers Trust Co | 401 | $379.3K | 0.07% | −8−2.0% | Reduced |
| Jeppson Wealth Management, LLC | 401 | $379.3K | 0.14% | 00.0% | Unchanged |
| Ring Mountain Capital, LLC | 401 | $379.4K | 0.28% | +41+11.4% | Added |
| Heritage Wealth Partners, LLC | 402 | $380.2K | 0.58% | −7−1.7% | Reduced |
| Cascades Capital Asset Management, LLC | 404 | $381.7K | 0.21% | +23+6.0% | Added |
| Investment Advisory Group, LLC | 404 | $382.1K | 0.13% | −82−16.9% | Reduced |
| 4J Wealth Management LLC | 404 | $382.1K | 0.30% | −2−0.5% | Reduced |
| Tacita Capital Inc | 404 | $382.1K | 0.28% | 00.0% | Unchanged |
| SP Asset Management LLC | 404 | $382.5K | 0.03% | +1+0.2% | Added |
| Guidance Point Advisors, LLC | 406 | $384.0K | 0.11% | 00.0% | Unchanged |
| Tobias Financial Advisors, Inc. | 407 | $384.5K | 0.07% | +20+5.2% | Added |
| Compagnie Lombard Odier SCmA | 407 | $384.9K | 0.00% | +58+16.6% | Added |
| Summit Financial Consulting LLC | 407 | $384.9K | 0.36% | +407 | New |
| Long Road Investment Counsel, LLC | 408 | $385.9K | 0.15% | 00.0% | Unchanged |
| Flywheel Private Wealth LLC | 408 | $385.9K | 0.35% | 00.0% | Unchanged |
| Hudson Capital Management LLC | 408 | $385.9K | 0.12% | +8+2.0% | Added |
| Wealthcare Capital Partners, LLC | 408 | $386.3K | 0.20% | +16+4.1% | Added |
| Dock Street Asset Management Inc | 409 | $386.8K | 0.05% | −21−4.9% | Reduced |
| Code Waechter LLC | 409 | $387.0K | 0.32% | −7−1.7% | Reduced |
| Westfuller Advisors, LLC | 409 | $387.1K | 0.26% | +149+57.3% | Added |
| Wealth Dimensions Group, Ltd. | 409 | $387.3K | 0.09% | +30+7.9% | Added |
| Widmann Financial Services, Inc. | 410 | $387.6K | 0.30% | 00.0% | Unchanged |
| Ledgewood Wealth Advisors, LLC | 410 | $387.8K | 0.25% | 00.0% | Unchanged |
| Viawealth, LLC | 411 | $389.2K | 0.24% | −22−5.1% | Reduced |
| Staley Capital Advisers Inc | 412 | $389.7K | 0.02% | −6−1.4% | Reduced |
| Goldstream Capital Management Ltd | 412 | $389.7K | 0.26% | 00.0% | Unchanged |
| CVFG LLC | 412 | $389.7K | 0.35% | −169−29.1% | Reduced |
| Meridian Wealth Partners, LLC | 412 | $389.7K | 0.06% | +4+1.0% | Added |
| NCM Capital Management, LLC | 413 | $390.6K | 0.18% | 00.0% | Unchanged |
| Masso Torrence Wealth Management Inc. | 413 | $390.6K | 0.21% | +413 | New |
| AGH Wealth Advisors, LLC | 413 | $390.6K | 0.38% | −14−3.3% | Reduced |
| Cathy Pareto & Associates, Inc | 415 | $392.4K | 0.35% | 00.0% | Unchanged |
| Vicus Capital | 415 | $392.7K | 0.04% | −6−1.4% | Reduced |
| Alpine Woods Capital Investors, LLC | 416 | $393.4K | 0.10% | −1,140−73.3% | Reduced |
| Braun-Bostich & Associates Inc. | 416 | $393.4K | 0.29% | +7+1.7% | Added |
| Legacy Wealth Managment, LLC | 416 | $393.4K | 0.29% | +33+8.6% | Added |
| Mason Investment Advisory Services, Inc. | 416 | $393.6K | 0.02% | 00.0% | Unchanged |
| Advance Capital Management, Inc. | 417 | $394.8K | 0.02% | +46+12.4% | Added |
| Bluesphere Advisors, LLC | 418 | $394.9K | 0.23% | +418 | New |
| WCM Investment Management, LLC | 425 | $395.1K | 0.00% | +425 | New |
| Foster Victor Wealth Advisors, LLC | 410 | $395.4K | 0.03% | −61−13.0% | Reduced |
| Meridian Financial Partners LLC | 419 | $396.0K | 0.20% | +5+1.2% | Added |
| Goodman Advisory Group, LLC | 419 | $396.3K | 0.12% | +419 | New |
| Mayfair Advisory Group, LLC | 419 | $396.6K | 0.23% | 00.0% | Unchanged |
| Covenant Partners, LLC | 420 | $397.2K | 0.13% | −141−25.1% | Reduced |
| DecisionMap Wealth Management, LLC | 421 | $398.2K | 0.30% | +5+1.2% | Added |
| Eagle Bay Advisors LLC | 423 | $399.6K | 0.34% | 00.0% | Unchanged |
| Running Point Capital Advisors, LLC | 423 | $399.6K | 0.13% | +130+44.4% | Added |
| Fearless Solutions, LLC dba Best Invest | 423 | $399.8K | 0.31% | +2+0.5% | Added |
| Integrity Wealth Solutions LLC | 423 | $400.2K | 0.22% | +2+0.5% | Added |
| Seascape Capital Management | 424 | $401.0K | 0.14% | +1+0.2% | Added |
| RBA Wealth Management, LLC | 424 | $401.0K | 0.16% | 00.0% | Unchanged |
| Guerra Pan Advisors, LLC | 427 | $403.8K | 0.32% | 00.0% | Unchanged |
| Vawter Financial, Ltd. | 427 | $403.8K | 0.23% | +3+0.7% | Added |
| Moulton Wealth Management, Inc | 427 | $404.2K | 0.31% | 00.0% | Unchanged |
| Rooted Wealth Advisors, Inc. | 441 | $404.2K | 0.17% | +11+2.6% | Added |
| 626 Financial, LLC | 429 | $405.7K | 0.21% | −59−12.1% | Reduced |