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 |
|---|---|---|---|---|---|
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 490 | $463.4K | 0.16% | +75+18.1% | Added |
| Lorne Steinberg Wealth Management Inc. | 491 | $464.4K | 0.14% | +140+39.9% | Added |
| Titleist Asset Management, LLC | 493 | $466.2K | 0.05% | −117−19.2% | Reduced |
| Schaeffer Financial LLC | 493 | $466.3K | 0.51% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 493 | $466.3K | 0.12% | +12+2.5% | Added |
| Wealth Advisors Northwest LLC | 494 | $467.7K | 0.30% | −18−3.5% | Reduced |
| Tower Wealth Partners, Inc. | 495 | $468.2K | 0.25% | +72+17.0% | Added |
| Gillespie Robinson & Grimm Inc | 496 | $469.1K | 0.04% | −45−8.3% | Reduced |
| Cornerstone Enterprises, LLC | 496 | $469.1K | 0.29% | +10+2.1% | Added |
| WealthCollab, LLC | 496 | $469.1K | 0.29% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 499 | $472.1K | 0.14% | +2+0.4% | Added |
| Avenir Corp | 500 | $472.9K | 0.05% | 00.0% | Unchanged |
| Poplar Forest Capital LLC | 500 | $472.9K | 0.08% | 00.0% | Unchanged |
| VERITY Wealth Advisors | 500 | $472.9K | 0.35% | 00.0% | Unchanged |
| Eight 31 Financial LLC | 500 | $472.9K | 0.30% | 00.0% | Unchanged |
| Dynamic Wealth Strategies, LLC | 500 | $472.9K | 0.39% | +1+0.2% | Added |
| Corient IA LLC | 500 | $472.9K | 0.34% | +500 | New |
| Geneva Partners, LLC | 500 | $472.9K | 0.24% | +46+10.1% | Added |
| Greenhouse Wealth Management, LLC | 500 | $473.1K | 0.35% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 516 | $473.6K | 0.16% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 501 | $473.7K | 0.28% | +116+30.1% | Added |
| Truepoint, Inc. | 501 | $473.8K | 0.01% | 00.0% | Unchanged |
| Walled Lake Planning & Wealth Management, LLC | 502 | $474.6K | 0.17% | −3−0.6% | Reduced |
| Northwest Bancshares, Inc. | 503 | $475.7K | 0.09% | 00.0% | Unchanged |
| Foguth Wealth Management, LLC. | 503 | $475.9K | 0.12% | +30+6.3% | Added |
| Edge Financial Advisors LLC | 504 | $476.3K | 0.30% | +46+10.0% | Added |
| SummitTX Capital, L.P. | 504 | $476.7K | 0.02% | +504 | New |
| Curated Wealth Partners LLC | 505 | $477.6K | 0.06% | +53+11.7% | Added |
| Campbell Newman Asset Management Inc | 505 | $477.6K | 0.04% | 00.0% | Unchanged |
| Auto-Owners Insurance Co | 4,147 | $477.9K | 0.01% | +3,717+864.4% | Added |
| HHM Wealth Advisors, LLC | 506 | $478.9K | 0.06% | +39+8.4% | Added |
| Aurora Private Wealth, Inc. | 507 | $479.0K | 0.38% | −201−28.4% | Reduced |
| CAP Partners, LLC | 507 | $479.3K | 0.35% | −9−1.7% | Reduced |
| Detalus Advisors, LLC | 507 | $479.7K | 0.15% | +10+2.0% | Added |
| Archvest Wealth Advisors, Inc. | 508 | $480.5K | 0.40% | +78+18.1% | Added |
| Maripau Wealth Management LLC | 509 | $481.5K | 0.28% | +509 | New |
| Brucke Financial, Inc. | 485 | $482.1K | 0.42% | +30+6.6% | Added |
| Acorn Wealth Advisors, LLC | 510 | $482.1K | 0.20% | +5+1.0% | Added |
| Shulman DeMeo Asset Management LLC | 510 | $482.6K | 0.14% | +6+1.2% | Added |
| Greenwood Capital Associates LLC | 511 | $483.3K | 0.07% | −15−2.9% | Reduced |
| Stewardship Advisors, LLC | 511 | $483.3K | 0.13% | −1−0.2% | Reduced |
| DAGCO, Inc. | 511 | $483.3K | 0.16% | +40+8.5% | Added |
| Yarbrough Capital, LLC | 515 | $487.1K | 0.02% | 00.0% | Unchanged |
| Granite Harbor Advisors, Inc. | 515 | $487.1K | 0.26% | +156+43.5% | Added |
| Summit X, LLC | 515 | $487.4K | 0.10% | −104−16.8% | Reduced |
| Wealthcare Capital Management LLC | 516 | $487.7K | 0.05% | −2−0.4% | Reduced |
| N.E.W. Advisory Services LLC | 518 | $489.9K | 0.04% | +132+34.2% | Added |
| Tumwater Wealth Management, LLC | 518 | $489.9K | 0.26% | 00.0% | Unchanged |
| Clay Northam Wealth Management, LLC | 519 | $490.9K | 0.34% | +53+11.4% | Added |
| Morris Financial Concepts, Inc. | 520 | $491.6K | 0.21% | 00.0% | Unchanged |
| SLT Holdings LLC | 520 | $491.8K | 0.46% | +17+3.4% | Added |
| Asset Allocation & Management Company, LLC | 520 | $492.0K | 0.25% | 00.0% | Unchanged |
| Gunderson Capital Management Inc. | 522 | $493.4K | 0.32% | +3+0.6% | Added |
| Farrell Financial LLC | 522 | $493.4K | 0.36% | +11+2.2% | Added |
| M1 Capital Management LLC | 522 | $493.7K | 0.31% | −3−0.6% | Reduced |
| Opal Wealth Advisors, LLC | 522 | $493.7K | 0.15% | −56−9.7% | Reduced |
| Cache Advisors, LLC | 523 | $494.6K | 0.19% | +100+23.6% | Added |
| Dark Forest Capital Management LP | 523 | $494.6K | 0.02% | +240+84.8% | Added |
| Capital Wealth Planning, LLC | 523 | $494.6K | 0.00% | +262+100.4% | Added |
| Inceptionr LLC | 523 | $494.6K | 0.15% | +523 | New |
| Nicollet Investment Management, Inc. | 524 | $495.0K | 0.17% | +98+23.0% | Added |
| Cambridge Financial Group, LLC | 525 | $495.1K | 0.21% | +76+16.9% | Added |
| MAS Advisors LLC | 524 | $495.6K | 0.76% | −37−6.6% | Reduced |
| Turning Point Benefit Group, Inc. | 546 | $495.8K | 0.46% | +202+58.7% | Added |
| Valtinson Bruner Financial Planning LLC | 525 | $496.3K | 0.17% | −109−17.2% | Reduced |
| Miramar Capital, LLC | 525 | $496.5K | 0.12% | 00.0% | Unchanged |
| PCG Wealth Advisors, LLC | 525 | $496.5K | 0.17% | +75+16.7% | Added |
| Rodgers & Associates, LTD | 525 | $496.6K | 0.06% | +3+0.6% | Added |
| Clifford Group, LLC | 525 | $497.0K | 0.46% | 00.0% | Unchanged |
| Pine Harbor Wealth Management, LLC | 526 | $498.0K | 0.20% | −57−9.8% | Reduced |
| QTR Family Wealth, LLC | 527 | $498.6K | 0.38% | +527 | New |
| Walker Asset Management, LLC | 528 | $499.1K | 0.30% | +1+0.2% | Added |
| Strata Wealth Advisors, LLC | 528 | $499.4K | 0.16% | −72−12.0% | Reduced |
| Black Diamond Financial, LLC | 529 | $500.6K | 0.08% | +7+1.3% | Added |
| Alpha Zero LLC | 530 | $501.3K | 0.38% | +1+0.2% | Added |
| Mullaney, Keating & Wright, Inc. | 530 | $501.3K | 0.34% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 532 | $503.2K | 0.02% | −95−15.2% | Reduced |
| Unconventional Investor, LLC | 532 | $503.2K | 0.30% | 00.0% | Unchanged |
| Asahi Life Asset Management Co., Ltd. | 533 | $504.1K | 0.33% | −335−38.6% | Reduced |
| G&S Capital LLC | 533 | $504.1K | 0.21% | +311+140.1% | Added |
| Elite Life Management LLC | 534 | $505.0K | 1.58% | +9+1.7% | Added |
| Permanent Capital Management, LP | 534 | $505.0K | 0.14% | +212+65.8% | Added |
| SMART Wealth LLC | 535 | $506.0K | 0.18% | −198−27.0% | Reduced |
| Lockerman Financial Group, Inc. | 536 | $506.9K | 0.77% | +36+7.2% | Added |
| Sunpointe, LLC | 538 | $508.6K | 0.27% | −285−34.6% | Reduced |
| Maia Wealth LLC | 519 | $508.7K | 0.12% | +36+7.5% | Added |
| Clarity Capital Partners LLC | 538 | $508.8K | 0.21% | +10+1.9% | Added |
| Willis Johnson & Associates, Inc. | 539 | $509.6K | 0.04% | −285−34.6% | Reduced |
| Symphony Financial Services, Inc. | 539 | $509.6K | 0.33% | −14−2.5% | Reduced |
| Accretive Wealth Partners, LLC | 505 | $509.9K | 0.18% | +142+39.1% | Added |
| Rahlfs Capital, LLC | 540 | $510.7K | 0.51% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 538 | $510.7K | 0.42% | +3+0.6% | Added |
| Magnolia Capital Advisors LLC | 541 | $511.7K | 0.14% | −30−5.3% | Reduced |
| Burford Brothers, Inc. | 542 | $512.2K | 0.25% | +7+1.3% | Added |
| Wick Capital Partners, LLC | 542 | $512.5K | 0.15% | −172−24.1% | Reduced |
| Landaas & Co | 542 | $513.0K | 0.14% | 00.0% | Unchanged |
| South Plains Financial, Inc. | 544 | $514.5K | 0.40% | +23+4.4% | Added |
| Kidder Stephen W | 544 | $514.5K | 0.16% | +275+102.2% | Added |
| Hopwood Financial Services, Inc. | 545 | $515.5K | 0.40% | −62−10.2% | Reduced |
| Security National Bank of So Dak | 546 | $516.4K | 0.29% | +69+14.5% | Added |