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 |
|---|---|---|---|---|---|
| Fulcrum Equity Management | 429 | $405.8K | 0.44% | −43−9.1% | Reduced |
| Jacksonville Wealth Management, LLC | 430 | $406.8K | 0.40% | 00.0% | Unchanged |
| Worth Financial Advisory Group, LLC | 430 | $406.9K | 0.26% | +148+52.5% | Added |
| Abel Hall, LLC | 432 | $408.4K | 0.25% | −45−9.4% | Reduced |
| Crowley Wealth Management, Inc. | 432 | $408.6K | 0.39% | +3+0.7% | Added |
| Harmony Asset Management LLC | 433 | $409.6K | 0.17% | 00.0% | Unchanged |
| Cynosure Management, LLC | 433 | $410.0K | 0.06% | +22+5.4% | Added |
| Cascade Wealth Advisors, Inc | 420 | $410.3K | 0.28% | 00.0% | Unchanged |
| H&H Retirement Design & Management INC | 430 | $411.5K | 0.27% | +2+0.5% | Added |
| WESPAC Advisors SoCal, LLC | 435 | $411.8K | 0.11% | +435 | New |
| Bouchey Financial Group Ltd | 436 | $412.7K | 0.04% | +2+0.5% | Added |
| Grange Capital, LLC | 438 | $414.3K | 0.48% | −76−14.8% | Reduced |
| Cardinal Point Capital Management, ULC | 438 | $414.3K | 0.04% | +100+29.6% | Added |
| Scissortail Wealth Management, LLC | 439 | $415.2K | 0.11% | −90−17.0% | Reduced |
| Hickory Point Bank & Trust | 439 | $415.2K | 0.37% | +23+5.5% | Added |
| Jump Financial, LLC | 439 | $415.2K | 0.01% | −4,429−91.0% | Reduced |
| Cooper Capital Advisors LLC | 440 | $416.1K | 0.45% | −425−49.1% | Reduced |
| MBE Wealth Management, LLC | 440 | $416.4K | 0.20% | +146+49.7% | Added |
| Foster & Motley Inc | 441 | $417.0K | 0.03% | −28−6.0% | Reduced |
| Ironsides Asset Advisors, LLC | 441 | $417.1K | 0.12% | 00.0% | Unchanged |
| Next Level Wealth Planning, LLC | 441 | $417.3K | 0.32% | −5−1.1% | Reduced |
| Smith, Salley & Associates | 441 | $417.4K | 0.03% | −66−13.0% | Reduced |
| Paladin Advisory Group, LLC | 442 | $418.0K | 0.33% | 00.0% | Unchanged |
| Stordahl Capital Management, Inc. | 442 | $418.0K | 0.10% | +7+1.6% | Added |
| Fonville Wealth Management LLC | 442 | $418.2K | 0.12% | −50−10.2% | Reduced |
| Financial Advisors Network, Inc. | 443 | $418.9K | 0.07% | −44−9.0% | Reduced |
| Security Financial Services, INC. | 443 | $419.0K | 0.08% | +17+4.0% | Added |
| Schrum Private Wealth Management LLC | 443 | $419.0K | 0.37% | 00.0% | Unchanged |
| Nova Wealth Management, Inc. | 444 | $420.4K | 0.36% | +36+8.8% | Added |
| Cottonwood Capital Advisors, LLC | 445 | $420.9K | 0.31% | −26−5.5% | Reduced |
| S. R. Schill & Associates | 445 | $421.0K | 0.34% | +179+67.3% | Added |
| Flow Traders U.S. LLC | 445 | $421.0K | 0.02% | −284−39.0% | Reduced |
| Napatree Capital LLC | 446 | $421.8K | 0.24% | +83+22.9% | Added |
| Seaside Wealth Management, Inc. | 446 | $421.9K | 0.15% | +8+1.8% | Added |
| Next Level Private LLC | 447 | $422.9K | 0.16% | +192+75.3% | Added |
| Means Investment Co., Inc. | 447 | $423.0K | 0.04% | −15−3.2% | Reduced |
| Pennington Partners & Co., LLC | 448 | $424.2K | 0.24% | −177−28.3% | Reduced |
| Indie Asset Partners, LLC | 449 | $424.7K | 0.37% | −60−11.8% | Reduced |
| Saiph Capital, LLC | 449 | $424.7K | 0.20% | 00.0% | Unchanged |
| TABR Capital Management, LLC | 450 | $425.2K | 0.44% | −10−2.2% | Reduced |
| Scholtz & Company, LLC | 450 | $425.6K | 0.21% | −118−20.8% | Reduced |
| Cohen & Steers, Inc. | 450 | $426.0K | 0.00% | −68−13.1% | Reduced |
| Salomon & Ludwin, LLC | 451 | $426.5K | 0.05% | +99+28.1% | Added |
| Perissos Private Wealth Management, LLC | 451 | $426.6K | 0.39% | −2,305−83.6% | Reduced |
| Narus Financial Partners, LLC | 452 | $427.3K | 0.15% | +9+2.0% | Added |
| Sherbrooke Park Advisers LLC | 452 | $427.5K | 0.20% | +452 | New |
| Summitry LLC | 453 | $428.2K | 0.02% | +166+57.8% | Added |
| Drucker Wealth 3.0, LLC | 453 | $428.4K | 0.09% | +103+29.4% | Added |
| Gordian Advisors LLC | 454 | $429.4K | 0.34% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 455 | $430.3K | 0.18% | −52−10.3% | Reduced |
| Victory Financial Group, LLC | 453 | $430.3K | 0.08% | +38+9.2% | Added |
| Hidden Cove Wealth Management, LLC | 455 | $430.8K | 0.34% | +53+13.2% | Added |
| Flaharty Asset Management, LLC | 456 | $431.3K | 0.06% | −20−4.2% | Reduced |
| Meritas Wealth Management, LLC | 456 | $431.3K | 0.25% | 00.0% | Unchanged |
| Birchbrook, Inc. | 456 | $431.3K | 0.24% | +11+2.5% | Added |
| Cloud Capital Management, LLC | 459 | $433.0K | 0.31% | +459 | New |
| Founders Capital Management | 458 | $433.2K | 0.28% | −8−1.7% | Reduced |
| Syntegra Private Wealth Group, LLC | 458 | $433.2K | 0.05% | +7+1.6% | Added |
| VisionPoint Advisory Group, LLC | 459 | $434.1K | 0.15% | +140+43.9% | Added |
| Monticello Wealth Management, LLC | 459 | $434.2K | 0.04% | −91−16.5% | Reduced |
| Optimize Financial Inc | 461 | $436.0K | 0.16% | −74−13.8% | Reduced |
| Alliance Wealth Advisors, LLC | 461 | $436.0K | 0.26% | +10+2.2% | Added |
| Cornerstone Capital, Inc. | 462 | $436.9K | 0.05% | +30+6.9% | Added |
| Motive Wealth Advisors | 463 | $437.9K | 0.23% | −3−0.6% | Reduced |
| Omnia Family Wealth, LLC | 463 | $437.9K | 0.18% | +129+38.6% | Added |
| Chiron Capital Management, LLC | 463 | $437.9K | 0.40% | +463 | New |
| Horizon Bancorp Inc | 463 | $438.0K | 0.25% | −153−24.8% | Reduced |
| Johnson Bixby & Associates, LLC | 466 | $440.3K | 0.07% | 00.0% | Unchanged |
| Armor Investment Advisors, LLC | 468 | $442.6K | 0.18% | −18−3.7% | Reduced |
| Austin Private Wealth, LLC | 468 | $442.9K | 0.04% | +18+4.0% | Added |
| Acorn Creek Capital LLC | 469 | $443.9K | 0.22% | +3+0.6% | Added |
| Bourgeon Capital Management LLC | 470 | $444.5K | 0.10% | −5−1.1% | Reduced |
| Port Capital LLC | 471 | $445.0K | 0.02% | −56−10.6% | Reduced |
| Jackson Thornton Asset Management, LLC | 448 | $445.5K | 0.06% | +134+42.7% | Added |
| Sharkey, Howes & Javer | 472 | $446.1K | 0.06% | +1+0.2% | Added |
| GSG Advisors LLC | 462 | $446.2K | 0.15% | +13+2.9% | Added |
| Sagace Wealth Management LLC | 473 | $447.4K | 0.34% | −6−1.3% | Reduced |
| Christensen, King & Associates Investment Services, Inc. | 481 | $447.5K | 0.21% | −64−11.7% | Reduced |
| Coerente Capital Management | 475 | $449.2K | 0.09% | −50−9.5% | Reduced |
| Westshore Wealth, LLC | 475 | $449.2K | 0.19% | +17+3.7% | Added |
| Townsend & Associates, Inc | 470 | $450.1K | 0.05% | +7+1.5% | Added |
| Financial Management Professionals, Inc. | 477 | $451.0K | 0.06% | −14−2.9% | Reduced |
| Precedent Wealth Partners, LLC | 478 | $452.1K | 0.13% | +44+10.1% | Added |
| Team Financial Group, LLC | 479 | $452.8K | 0.26% | +132+38.0% | Added |
| High Note Wealth, LLC | 479 | $453.0K | 0.11% | 00.0% | Unchanged |
| Summa Corp. | 481 | $454.9K | 0.26% | −50−9.4% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 466 | $455.4K | 0.21% | +4+0.9% | Added |
| Aspen Capital Management, LLC | 482 | $456.2K | 0.15% | +482 | New |
| Northwest Wealth Management, LLC | 483 | $456.9K | 0.09% | +1+0.2% | Added |
| E&G Advisors, LP | 485 | $458.7K | 0.13% | +100+26.0% | Added |
| Five Pine Wealth Management | 485 | $458.8K | 0.37% | −8−1.6% | Reduced |
| Ariadne Wealth Management, LP | 456 | $460.1K | 0.24% | +27+6.3% | Added |
| CGC Financial Services, LLC | 487 | $460.7K | 0.18% | +100+25.8% | Added |
| Financial Advisory Corp | 488 | $461.0K | 0.15% | +129+35.9% | Added |
| Plimoth Trust Co LLC | 488 | $461.5K | 0.12% | −143−22.7% | Reduced |
| Spectrum Wealth Advisory Group, LLC | 489 | $462.1K | 0.22% | +1+0.2% | Added |
| Planned Solutions, Inc. | 489 | $462.4K | 0.19% | −35−6.7% | Reduced |
| Centricity Wealth Management, LLC | 489 | $462.5K | 0.42% | +31+6.8% | Added |
| Cutter & CO Brokerage, Inc. | 490 | $463.0K | 0.11% | −51−9.4% | Reduced |
| RS Crum Inc. | 490 | $463.0K | 0.12% | −24−4.7% | Reduced |