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。
2023 年第 1 季 13F 持有人
Costco Wholesale Corp 在 2023/3/31 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
- 2,943
- 較 2022 年第 4 季 +67 家
- 持有股數
- 3.49 億
- 較 2022 年第 4 季 +4,908 萬 (+16.4%)
- 總市值
- $1,492 億
- 較 2022 年第 4 季 +$121.9 億 (+8.9%)
- 新進機構
- 195
- 另有 1,254 家加碼
- 清倉機構
- 128
- 另有 1,084 家減碼
另有 62 家機構在 2022 年第 4 季持有、還沒有申報 2023 年第 1 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 |
2023 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Redwood Investments, LLC | 14,835 | $737.1 萬 | 0.94% | +339+2.3% | 加碼 |
| RKL Wealth Management LLC | 14,835 | $737.1 萬 | 0.93% | −397−2.6% | 減碼 |
| Hartford Financial Management Inc. | 14,788 | $734.8 萬 | 1.90% | −60.0% | 減碼 |
| Greenleaf Trust | 14,690 | $729.9 萬 | 0.08% | +915+6.6% | 加碼 |
| Raab & Moskowitz Asset Management LLC | 14,635 | $727.2 萬 | 2.65% | +587+4.2% | 加碼 |
| Integrated Advisors Network LLC | 14,619 | $726.4 萬 | 0.44% | −186−1.3% | 減碼 |
| Integrated Wealth Concepts LLC | 14,607 | $725.8 萬 | 0.15% | +3,548+32.1% | 加碼 |
| Kovitz Investment Group Partners, LLC | 14,594 | $725.1 萬 | 0.13% | −1,906−11.6% | 減碼 |
| Talbot Financial, LLC | 14,593 | $725.1 萬 | 1.35% | +38+0.3% | 加碼 |
| Tompkins Financial Corp | 14,423 | $716.6 萬 | 1.17% | −46−0.3% | 減碼 |
| Prospera Financial Services Inc | 14,345 | $713.4 萬 | 0.29% | −2,215−13.4% | 減碼 |
| FRG Family Wealth Advisors LLC | 14,332 | $712.1 萬 | 1.63% | +60.0% | 加碼 |
| Dynamic Advisor Solutions LLC | 14,308 | $710.9 萬 | 0.42% | +2,032+16.6% | 加碼 |
| Alapocas Investment Partners, Inc. | 14,255 | $708.3 萬 | 5.86% | −479−3.3% | 減碼 |
| Kanawha Capital Management LLC | 14,252 | $708.1 萬 | 0.68% | +658+4.8% | 加碼 |
| Bridges Investment Management Inc | 14,225 | $706.8 萬 | 0.25% | +796+5.9% | 加碼 |
| Conway Capital Management, Inc. | 14,156 | $703.3 萬 | 5.78% | 00.0% | 不變 |
| Verdence Capital Advisors LLC | 14,151 | $703.1 萬 | 0.85% | −197−1.4% | 減碼 |
| Webster Bank, N. A. | 14,111 | $701.1 萬 | 0.91% | −580−3.9% | 減碼 |
| S.E.E.D. Planning Group LLC | 14,089 | $700.0 萬 | 2.70% | +1,256+9.8% | 加碼 |
| Purus Wealth Management, LLC | 14,071 | $699.1 萬 | 5.52% | −57−0.4% | 減碼 |
| Covington Investment Advisors Inc. | 14,063 | $698.7 萬 | 1.54% | +75+0.5% | 加碼 |
| Wade G W & Inc | 14,027 | $696.9 萬 | 0.27% | +382+2.8% | 加碼 |
| Burns J W & Co Inc | 14,005 | $695.9 萬 | 1.18% | +249+1.8% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 13,948 | $693.0 萬 | 0.18% | +77+0.6% | 加碼 |
| WealthPlan Investment Management, LLC | 13,944 | $692.8 萬 | 1.19% | −13,122−48.5% | 減碼 |
| Perennial Advisors, LLC | 13,935 | $692.4 萬 | 1.98% | +88+0.6% | 加碼 |
| Baker Ellis Asset Management LLC | 13,916 | $691.4 萬 | 1.24% | +153+1.1% | 加碼 |
| Alps Advisors Inc | 13,912 | $691.2 萬 | 0.06% | −583−4.0% | 減碼 |
| Weiss Asset Management LP | 13,900 | $690.6 萬 | 0.54% | +13,900 | 新進 |
| Capital Investment Advisors, LLC | 13,863 | $688.8 萬 | 0.20% | +115+0.8% | 加碼 |
| Marietta Wealth Management, LLC | 13,849 | $688.1 萬 | 1.46% | −232−1.6% | 減碼 |
| BFSG, LLC | 13,844 | $687.9 萬 | 1.27% | +14+0.1% | 加碼 |
| Broadleaf Partners, LLC | 13,835 | $687.4 萬 | 2.45% | +236+1.7% | 加碼 |
| Kingfisher Capital LLC | 13,810 | $686.2 萬 | 1.80% | +19+0.1% | 加碼 |
| Aptus Capital Advisors, LLC | 13,789 | $685.2 萬 | 0.20% | +3,131+29.4% | 加碼 |
| Boston Family Office LLC | 13,724 | $682.0 萬 | 0.55% | +3,742+37.5% | 加碼 |
| Empire Life Investments Inc. | 13,684 | $679.9 萬 | 0.48% | −143−1.0% | 減碼 |
| Ramsay, Stattman, Vela & Price, Inc. | 13,668 | $679.1 萬 | 1.47% | +1,283+10.4% | 加碼 |
| Innovis Asset Management LLC | 13,648 | $678.1 萬 | 2.75% | −372−2.7% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 13,565 | $674.0 萬 | 0.08% | +3,787+38.7% | 加碼 |
| Richard Bernstein Advisors LLC | 13,524 | $672.0 萬 | 0.14% | 00.0% | 不變 |
| Peachtree Investment Partners, LLC | 13,481 | $669.8 萬 | 4.19% | +333+2.5% | 加碼 |
| TLW Wealth Management, LLC | 13,463 | $668.9 萬 | 5.05% | −216−1.6% | 減碼 |
| FIL Ltd | 13,415 | $666.6 萬 | 0.01% | −2,701−16.8% | 減碼 |
| GPM Growth Investors, Inc. | 13,369 | $664.3 萬 | 3.85% | −132−1.0% | 減碼 |
| Stokes Capital Advisors, LLC | 13,210 | $656.4 萬 | 2.23% | +199+1.5% | 加碼 |
| Great Valley Advisor Group, Inc. | 13,185 | $655.1 萬 | 0.31% | −613−4.4% | 減碼 |
| WealthPLAN Partners, LLC | 13,147 | $653.2 萬 | 0.74% | −13,830−51.3% | 減碼 |
| Balyasny Asset Management LLC | 13,118 | $651.8 萬 | 0.02% | −31,986−70.9% | 減碼 |
| Gouws Capital LLC | 13,094 | $650.6 萬 | 5.82% | −113−0.9% | 減碼 |
| Hancock Whitney Corp | 13,073 | $649.6 萬 | 0.26% | +205+1.6% | 加碼 |
| SlateStone Wealth, LLC | 13,050 | $648.4 萬 | 1.34% | +1,149+9.7% | 加碼 |
| Valeo Financial Advisors, LLC | 13,045 | $648.2 萬 | 0.31% | +1,862+16.7% | 加碼 |
| Garrison Bradford & Associates Inc | 13,020 | $646.9 萬 | 8.01% | −285−2.1% | 減碼 |
| Alberta Investment Management Corp | 13,000 | $645.9 萬 | 0.06% | −16,367−55.7% | 減碼 |
| Gotham Asset Management, LLC | 12,941 | $643.0 萬 | 0.16% | −2,057−13.7% | 減碼 |
| Fayez Sarofim & Co | 12,886 | $640.3 萬 | 0.02% | +52+0.4% | 加碼 |
| 1st Source Bank | 12,881 | $640.0 萬 | 0.43% | −254−1.9% | 減碼 |
| Duncker Streett & Co Inc | 12,827 | $637.3 萬 | 1.52% | 00.0% | 不變 |
| Palisade Capital Management LLC | 12,775 | $634.7 萬 | 0.17% | −2,789−17.9% | 減碼 |
| Mitchell Capital Management Co | 12,681 | $630.1 萬 | 1.56% | +3,878+44.1% | 加碼 |
| Belpointe Asset Management LLC | 12,676 | $629.9 萬 | 0.34% | +2,099+19.8% | 加碼 |
| Trust Co of Virginia | 12,605 | $626.3 萬 | 0.70% | +551+4.6% | 加碼 |
| Moran Wealth Management, LLC | 12,583 | $625.2 萬 | 0.24% | +890+7.6% | 加碼 |
| Strategic Wealth Designers | 12,583 | $625.2 萬 | 1.16% | +1,972+18.6% | 加碼 |
| Vision Capital Management, Inc. | 12,563 | $624.2 萬 | 1.13% | −283−2.2% | 減碼 |
| Osborne Partners Capital Management, LLC | 12,544 | $623.3 萬 | 0.46% | +63+0.5% | 加碼 |
| Country Club Bank | 12,673 | $622.9 萬 | 0.51% | +354+2.9% | 加碼 |
| Kercheville Advisors, LLC | 12,525 | $622.3 萬 | 4.27% | −270−2.1% | 減碼 |
| Merit Financial Group, LLC | 12,518 | $622.0 萬 | 0.23% | −1,254−9.1% | 減碼 |
| Navellier & Associates Inc | 12,509 | $621.5 萬 | 1.31% | −729−5.5% | 減碼 |
| Bell Asset Management Ltd | 12,475 | $619.8 萬 | 1.13% | −41−0.3% | 減碼 |
| Montag A & Associates Inc | 12,456 | $618.9 萬 | 0.40% | −60−0.5% | 減碼 |
| Trifecta Capital Advisors, LLC | 12,399 | $616.1 萬 | 2.17% | +316+2.6% | 加碼 |
| Empirical Finance, LLC | 12,395 | $615.9 萬 | 0.58% | +620+5.3% | 加碼 |
| Rinkey Investments | 12,383 | $615.3 萬 | 3.22% | +2,853+29.9% | 加碼 |
| Nelson Capital Management, LLC | 12,376 | $614.9 萬 | 1.75% | −88−0.7% | 減碼 |
| Sterling Investment Advisors, Ltd. | 12,285 | $610.4 萬 | 2.06% | +1,178+10.6% | 加碼 |
| Tower Research Capital LLC (TRC) | 12,278 | $610.0 萬 | 0.19% | −4,593−27.2% | 減碼 |
| SeaCrest Wealth Management, LLC | 12,276 | $610.0 萬 | 0.83% | −72−0.6% | 減碼 |
| Univest Financial Corp | 12,268 | $609.6 萬 | 1.90% | +590+5.1% | 加碼 |
| American Money Management, LLC | 12,202 | $606.3 萬 | 1.61% | −80−0.7% | 減碼 |
| Keeler Thomas Management LLC | 12,186 | $605.5 萬 | 2.85% | −5,482−31.0% | 減碼 |
| Bensler, LLC | 12,119 | $602.2 萬 | 1.22% | −133−1.1% | 減碼 |
| Stillwater Investment Management, LLC | 12,076 | $600.0 萬 | 1.61% | −31−0.3% | 減碼 |
| Global Retirement Partners, LLC | 12,186 | $597.2 萬 | 0.32% | +919+8.2% | 加碼 |
| Resources Investment Advisors, LLC. | 11,975 | $595.0 萬 | 0.14% | +1,905+18.9% | 加碼 |
| Sowell Financial Services LLC | 11,948 | $593.7 萬 | 0.46% | −1,466−10.9% | 減碼 |
| Hoffman, Alan N Investment Management | 11,940 | $593.3 萬 | 4.20% | +470+4.1% | 加碼 |
| Bradley & Co. Private Wealth Management, LLC | 11,860 | $589.3 萬 | 6.46% | −1,013−7.9% | 減碼 |
| Occudo Quantitative Strategies LP | 11,783 | $585.5 萬 | 0.53% | +8,255+234.0% | 加碼 |
| Whalerock Point Partners, LLC | 11,757 | $584.2 萬 | 2.17% | +212+1.8% | 加碼 |
| Baugh & Associates, LLC | 11,544 | $583.5 萬 | 3.73% | −224−1.9% | 減碼 |
| Wesbanco Bank Inc | 11,708 | $581.8 萬 | 0.25% | −20.0% | 減碼 |
| Financial Advocates Investment Management | 11,680 | $580.4 萬 | 0.44% | +665+6.0% | 加碼 |
| Caldwell Trust Co | 11,660 | $579.4 萬 | 0.80% | +236+2.1% | 加碼 |
| Gladstone Institutional Advisory LLC | 11,658 | $579.2 萬 | 0.38% | +4,638+66.1% | 加碼 |
| Quantbot Technologies LP | 11,648 | $578.8 萬 | 0.41% | −14,200−54.9% | 減碼 |
| Veriti Management LLC | 11,639 | $578.3 萬 | 0.69% | −31−0.3% | 減碼 |