Costco Wholesale Corp
COST- 交易所
- Nasdaq
- 產業
- Retail-Variety Stores
- SEC CIK
- 0000909832
近 90 天，Costco Wholesale Corp 內部人申報 0 筆公開市場買進、2 筆賣出；2026 年第 2 季末有 4,261 家機構在 13F 申報持有，市值合計 $3,018 億；馬克爾集團、Gardner Russo & Quinn等 4 位大師持有。
2022 年第 4 季 13F 持有人
Costco Wholesale Corp 在 2022/12/31 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 2,938
- 較 2022 年第 3 季 +180 家
- 持有股數
- 3.01 億
- 較 2022 年第 3 季 +357.1 萬 (+1.2%)
- 總市值
- $1,372 億
- 較 2022 年第 3 季 −$32.6 億 (−2.3%)
- 新進機構
- 303
- 另有 1,186 家加碼
- 清倉機構
- 123
- 另有 1,102 家減碼
另有 67 家機構在 2022 年第 3 季持有、還沒有申報 2022 年第 4 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 COST 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 4,261 | $3,018 億 |
| 2026 年第 1 季 | 4,274 | $3,115 億 |
| 2025 年第 4 季 | 4,138 | $2,720 億 |
| 2025 年第 3 季 | 3,941 | $2,744 億 |
| 2025 年第 2 季 | 4,011 | $3,023 億 |
| 2025 年第 1 季 | 3,952 | $2,878 億 |
| 2024 年第 4 季 | 3,941 | $2,796 億 |
| 2024 年第 3 季 | 3,590 | $2,667 億 |
| 2024 年第 2 季 | 3,526 | $2,583 億 |
| 2024 年第 1 季 | 3,419 | $2,220 億 |
| 2023 年第 4 季 | 3,343 | $2,010 億 |
| 2023 年第 3 季 | 3,077 | $1,699 億 |
| 2023 年第 2 季 | 3,041 | $1,620 億 |
| 2023 年第 1 季 | 2,943 | $1,492 億 |
| 2022 年第 4 季 | 2,938 | $1,372 億 |
| 2022 年第 3 季 | 2,825 | $1,416 億 |
| 2022 年第 2 季 | 2,784 | $1,434 億 |
| 2022 年第 1 季 | 2,862 | $1,724 億 |
| 2021 年第 4 季 | 2,823 | $1,702 億 |
| 2021 年第 3 季 | 2,463 | $1,343 億 |
| 2021 年第 2 季 | 2,394 | $1,190 億 |
| 2021 年第 1 季 | 2,359 | $1,041 億 |
2022 年第 4 季持有機構
每家機構持有 Costco Wholesale Corp 的股數、市值與佔組合比重；股數變化跟 2022 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Wealthcare Advisory Partners LLC | 3,425 | $156.4 萬 | 0.07% | +565+19.8% | 加碼 |
| BCM Advisors, LLC | 3,263 | $156.5 萬 | 0.43% | 00.0% | 不變 |
| Aspen Grove Capital, LLC | 3,431 | $156.6 萬 | 0.72% | +3,431 | 新進 |
| Symmetry Partners, LLC | 3,439 | $157.0 萬 | 0.09% | −225−6.1% | 減碼 |
| Columbia Trust Co 01012016 | 3,441 | $157.1 萬 | 0.88% | −4−0.1% | 減碼 |
| West Coast Financial LLC | 3,448 | $157.4 萬 | 0.27% | −29−0.8% | 減碼 |
| Pointe Capital Management LLC | 3,450 | $157.5 萬 | 1.22% | −100−2.8% | 減碼 |
| Investment Research & Advisory Group, Inc. | 3,454 | $157.7 萬 | 1.05% | −302−8.0% | 減碼 |
| Cim, LLC | 3,152 | $157.8 萬 | 0.31% | +101+3.3% | 加碼 |
| Western Financial Corp | 3,464 | $158.1 萬 | 1.02% | +3,464 | 新進 |
| Peak Financial Advisors LLC | 3,478 | $158.8 萬 | 1.45% | +3,478 | 新進 |
| Highline Wealth Partners LLC | 3,485 | $159.1 萬 | 1.17% | 00.0% | 不變 |
| Clark Capital Management Group, Inc. | 3,486 | $159.1 萬 | 0.01% | −195−5.3% | 減碼 |
| Comerica Securities,inc. | 3,489 | $159.3 萬 | 0.11% | +121+3.6% | 加碼 |
| Bassett Hargrove Investment Counsel, LLC | 3,495 | $159.6 萬 | 2.99% | −32−0.9% | 減碼 |
| Cooper Financial Group | 3,496 | $159.6 萬 | 0.49% | +224+6.8% | 加碼 |
| Hudson Valley Investment Advisors Inc | 3,500 | $159.8 萬 | 0.24% | −726−17.2% | 減碼 |
| Legato Capital Management LLC | 3,503 | $159.9 萬 | 0.31% | +3,503 | 新進 |
| Quadrant Private Wealth Management, LLC | 3,518 | $160.6 萬 | 0.54% | +3,518 | 新進 |
| Oxler Private Wealth LLC | 3,519 | $160.6 萬 | 0.86% | +13+0.4% | 加碼 |
| Michael B. Yongue | 3,526 | $161.0 萬 | 1.51% | +98+2.9% | 加碼 |
| Occudo Quantitative Strategies LP | 3,528 | $161.1 萬 | 0.19% | −10,809−75.4% | 減碼 |
| Strategic Wealth Partners, Ltd. | 3,549 | $162.0 萬 | 0.30% | +53+1.5% | 加碼 |
| Caliber Wealth Management, LLC | 3,555 | $162.3 萬 | 1.24% | −1,803−33.7% | 減碼 |
| Carl P. Sherr & Co., LLC | 3,555 | $162.3 萬 | 1.23% | +20+0.6% | 加碼 |
| Lakeview Capital Partners, LLC | 3,229 | $162.5 萬 | 0.52% | +36+1.1% | 加碼 |
| Princeton Capital Management LLC | 3,565 | $162.7 萬 | 0.72% | +229+6.9% | 加碼 |
| Insigneo Advisory Services, LLC | 3,573 | $163.1 萬 | 0.62% | +3,573 | 新進 |
| Synergy Financial Management, LLC | 3,579 | $163.4 萬 | 0.42% | +423+13.4% | 加碼 |
| Wambolt & Associates, LLC | 3,582 | $163.5 萬 | 0.63% | +259+7.8% | 加碼 |
| First Bank & Trust | 3,595 | $164.1 萬 | 0.46% | +674+23.1% | 加碼 |
| Headlands Technologies LLC | 3,597 | $164.2 萬 | 1.30% | +3,597 | 新進 |
| Transcend Wealth Collective, LLC | 3,602 | $164.4 萬 | 0.18% | +565+18.6% | 加碼 |
| J. W. Coons Advisors, LLC | 3,606 | $164.6 萬 | 0.49% | −5−0.1% | 減碼 |
| Forte Capital LLC | 3,614 | $165.0 萬 | 0.28% | +64+1.8% | 加碼 |
| Schear Investment Advisers, LLC | 3,628 | $165.6 萬 | 2.04% | +3,628 | 新進 |
| Rockingstone Advisors LLC | 3,651 | $166.7 萬 | 1.24% | +3,651 | 新進 |
| TriaGen Wealth Management LLC | 3,652 | $166.7 萬 | 0.93% | +73+2.0% | 加碼 |
| Columbia Asset Management | 3,653 | $166.8 萬 | 0.41% | −19−0.5% | 減碼 |
| Malaga Cove Capital, LLC | 3,656 | $166.9 萬 | 0.91% | +260+7.7% | 加碼 |
| Northeast Financial Group, Inc. | 3,665 | $167.3 萬 | 1.33% | −2,303−38.6% | 減碼 |
| Bollard Group LLC | 3,666 | $167.4 萬 | 0.06% | +4+0.1% | 加碼 |
| Clear Creek Financial Management, LLC | 3,669 | $167.5 萬 | 0.37% | +78+2.2% | 加碼 |
| Benedetti & Gucer, Inc. | 3,675 | $167.8 萬 | 1.23% | −305−7.7% | 減碼 |
| Great Lakes Advisors, LLC | 33,829 | $168.4 萬 | 0.10% | +2,617+8.4% | 加碼 |
| Allred Capital Management, LLC | 3,690 | $168.5 萬 | 0.92% | −19−0.5% | 減碼 |
| U S Global Investors Inc | 3,700 | $168.9 萬 | 0.10% | +3,700 | 新進 |
| WT Wealth Management | 3,704 | $169.1 萬 | 0.82% | +66+1.8% | 加碼 |
| Am Investment Strategies LLC | 3,708 | $169.3 萬 | 0.60% | 00.0% | 不變 |
| Mather Group, LLC. | 3,709 | $169.3 萬 | 0.03% | +621+20.1% | 加碼 |
| Ironwood Financial, llc | 3,721 | $169.9 萬 | 0.53% | 00.0% | 不變 |
| Strategic Investment Solutions, Inc. | 3,250 | $170.1 萬 | 0.84% | +3,250 | 新進 |
| Krilogy Financial LLC | 3,730 | $170.3 萬 | 0.16% | +8+0.2% | 加碼 |
| V Wealth Advisors LLC | 3,730 | $170.3 萬 | 0.35% | −18−0.5% | 減碼 |
| Matrix Trust Co | 3,730 | $170.3 萬 | 0.43% | +1,081+40.8% | 加碼 |
| Glassman Wealth Services | 3,743 | $170.9 萬 | 0.31% | +189+5.3% | 加碼 |
| Prossimo Advisors, LLC | 3,753 | $171.3 萬 | 3.96% | +3,753 | 新進 |
| Hotaling Investment Management, LLC | 3,755 | $171.4 萬 | 0.78% | +37+1.0% | 加碼 |
| Summit Trail Advisors, LLC | 3,756 | $171.5 萬 | 0.08% | −48−1.3% | 減碼 |
| River Wealth Advisors LLC | 3,774 | $172.3 萬 | 0.33% | +764+25.4% | 加碼 |
| Werlinich Asset Management, LLC | 3,785 | $172.8 萬 | 1.60% | +43+1.1% | 加碼 |
| Benedict Financial Advisors Inc | 3,810 | $173.9 萬 | 0.52% | +168+4.6% | 加碼 |
| CoreCap Advisors, LLC | 3,810 | $174.0 萬 | 0.12% | +238+6.7% | 加碼 |
| Choate Investment Advisors | 3,814 | $174.1 萬 | 0.11% | +71+1.9% | 加碼 |
| My Legacy Advisors, LLC | 3,384 | $174.2 萬 | 0.74% | +175+5.5% | 加碼 |
| Financial Architects, Inc | 3,820 | $174.4 萬 | 0.29% | +47+1.2% | 加碼 |
| Fullerton Fund Management Co Ltd. | 3,825 | $174.6 萬 | 0.13% | −11,929−75.7% | 減碼 |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 3,832 | $174.9 萬 | 0.90% | +213+5.9% | 加碼 |
| KMG Fiduciary Partners, LLC | 3,831 | $174.9 萬 | 0.29% | −86−2.2% | 減碼 |
| Ascension Asset Management LLC | 3,850 | $175.8 萬 | 1.27% | 00.0% | 不變 |
| Analyst IMS Investment Management Services Ltd. | 3,860 | $176.2 萬 | 0.15% | 00.0% | 不變 |
| Ardent Capital Management, Inc. | 3,861 | $176.3 萬 | 1.37% | +3,861 | 新進 |
| Great Lakes Retirement, Inc. | 3,866 | $176.5 萬 | 0.45% | +3,866 | 新進 |
| Leonard Rickey Investment Advisors P.L.L.C. | 3,867 | $176.5 萬 | 0.75% | +2,372+158.7% | 加碼 |
| Capital Advisors Wealth Management, LLC | 3,871 | $176.7 萬 | 0.54% | −36−0.9% | 減碼 |
| Lee Johnson Capital Management, LLC | 3,873 | $176.8 萬 | 3.30% | +71+1.9% | 加碼 |
| Aries Wealth Management | 3,887 | $177.4 萬 | 0.76% | +135+3.6% | 加碼 |
| Monterey Private Wealth, Inc. | 3,888 | $177.5 萬 | 0.96% | +45+1.2% | 加碼 |
| Eqis Capital Management, Inc. | 3,891 | $177.6 萬 | 0.20% | +187+5.0% | 加碼 |
| Seelaus Asset Management LLC | 3,895 | $177.8 萬 | 1.33% | 00.0% | 不變 |
| Zeke Capital Advisors, LLC | 3,898 | $177.9 萬 | 0.12% | +1,348+52.9% | 加碼 |
| Rehmann Capital Advisory Group | 3,905 | $178.3 萬 | 0.18% | +981+33.5% | 加碼 |
| O'Brien Greene & Co. Inc | 3,937 | $179.7 萬 | 0.68% | −8,063−67.2% | 減碼 |
| Delta Financial Advisors LLC | 3,942 | $179.9 萬 | 0.87% | +10.0% | 加碼 |
| HWG Holdings LP | 3,946 | $180.1 萬 | 1.17% | +708+21.9% | 加碼 |
| Capstone Financial Advisors, Inc. | 3,970 | $181.2 萬 | 0.15% | 00.0% | 不變 |
| Conning Inc. | 3,972 | $181.3 萬 | 0.06% | −27−0.7% | 減碼 |
| GSB Wealth Management, LLC | 3,976 | $181.5 萬 | 0.65% | −673−14.5% | 減碼 |
| Legacy Wealth Management, LLC | 3,977 | $181.6 萬 | 1.08% | −23−0.6% | 減碼 |
| Alta Wealth Advisors LLC | 3,979 | $181.6 萬 | 1.23% | +68+1.7% | 加碼 |
| Dana Investment Advisors, Inc. | 3,980 | $181.7 萬 | 0.10% | −280−6.6% | 減碼 |
| Sheaff Brock Investment Advisors, LLC | 3,996 | $182.4 萬 | 0.20% | +18+0.5% | 加碼 |
| PDT Partners, LLC | 4,000 | $182.6 萬 | 0.30% | −1,400−25.9% | 減碼 |
| Hunter Perkins Capital Management, LLC | 4,000 | $182.6 萬 | 0.42% | 00.0% | 不變 |
| Invst, LLC | 3,574 | $182.7 萬 | 0.28% | −62−1.7% | 減碼 |
| XTX Topco Ltd | 4,017 | $183.4 萬 | 0.39% | +697+21.0% | 加碼 |
| Darwin Advisors, LLC | 3,785 | $183.7 萬 | 0.48% | −396−9.5% | 減碼 |
| Regent Investment Management LLC | 4,057 | $185.2 萬 | 0.50% | +2,352+137.9% | 加碼 |
| Keystone Wealth Services, LLC | 4,068 | $185.7 萬 | 0.81% | +191+4.9% | 加碼 |
| Beaton Management Co. Inc. | 4,080 | $186.3 萬 | 1.25% | −12−0.3% | 減碼 |