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 4 季 13F 持有人
Costco Wholesale Corp 在 2023/12/31 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
- 3,343
- 較 2023 年第 3 季 +324 家
- 持有股數
- 3.04 億
- 較 2023 年第 3 季 +428.2 萬 (+1.4%)
- 總市值
- $2,010 億
- 較 2023 年第 3 季 +$315.9 億 (+18.6%)
- 新進機構
- 407
- 另有 1,333 家加碼
- 清倉機構
- 83
- 另有 1,218 家減碼
另有 58 家機構在 2023 年第 3 季持有、還沒有申報 2023 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 |
2023 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 2023 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Legacy Wealth Management, LLC | 3,927 | $259.2 萬 | 1.25% | −9−0.2% | 減碼 |
| Monterey Private Wealth, Inc. | 3,928 | $259.3 萬 | 1.17% | −24−0.6% | 減碼 |
| WealthShield Partners, LLC | 3,846 | $259.6 萬 | 0.43% | +1,659+75.9% | 加碼 |
| Am Investment Strategies LLC | 3,935 | $259.8 萬 | 0.73% | +103+2.7% | 加碼 |
| O'Brien Greene & Co. Inc | 3,937 | $259.9 萬 | 0.91% | 00.0% | 不變 |
| IFG Advisory, LLC | 3,942 | $260.2 萬 | 0.19% | +237+6.4% | 加碼 |
| Accredited Investors Inc. | 3,943 | $260.3 萬 | 0.18% | −23−0.6% | 減碼 |
| Clear Creek Financial Management, LLC | 3,937 | $260.3 萬 | 0.41% | +86+2.2% | 加碼 |
| Aspire Capital Advisors LLC | 3,946 | $260.5 萬 | 1.06% | +10.0% | 加碼 |
| Sivia Capital Partners, LLC | 3,946 | $260.5 萬 | 1.98% | +3,946 | 新進 |
| Altman Advisors, Inc. | 3,961 | $261.5 萬 | 1.37% | +18+0.5% | 加碼 |
| KKM Financial LLC | 3,967 | $261.9 萬 | 1.65% | +3,967 | 新進 |
| Benedict Financial Advisors Inc | 3,970 | $262.1 萬 | 0.71% | −10−0.3% | 減碼 |
| Invst, LLC | 3,690 | $262.3 萬 | 0.34% | −8−0.2% | 減碼 |
| Beaton Management Co. Inc. | 3,980 | $262.7 萬 | 1.57% | −100−2.5% | 減碼 |
| Quadrant Private Wealth Management, LLC | 3,893 | $262.8 萬 | 0.73% | −34−0.9% | 減碼 |
| JPL Wealth Management, LLC | 3,984 | $263.0 萬 | 1.89% | +3,984 | 新進 |
| Prossimo Advisors, LLC | 3,984 | $263.0 萬 | 5.57% | −13−0.3% | 減碼 |
| Weaver Capital Management LLC | 3,985 | $263.0 萬 | 1.06% | +3,985 | 新進 |
| BancorpSouth Bank | 3,985 | $263.0 萬 | 0.21% | +119+3.1% | 加碼 |
| Hudson Canyon Capital Management | 3,987 | $263.2 萬 | 1.92% | −300−7.0% | 減碼 |
| Lake Street Advisors Group, LLC | 3,900 | $263.3 萬 | 0.13% | +3,900 | 新進 |
| Strategic Blueprint, LLC | 3,989 | $263.3 萬 | 0.22% | +202+5.3% | 加碼 |
| Marvin & Palmer Associates Inc | 3,990 | $263.4 萬 | 2.94% | +3,990 | 新進 |
| Essex Financial Services, Inc. | 3,991 | $263.5 萬 | 0.27% | +134+3.5% | 加碼 |
| DeDora Capital, Inc. | 3,996 | $263.8 萬 | 0.93% | +34+0.9% | 加碼 |
| Smith, Salley & Associates | 4,000 | $264.0 萬 | 0.17% | −341−7.9% | 減碼 |
| X-Square Capital, LLC | 4,002 | $264.1 萬 | 1.46% | −89−2.2% | 減碼 |
| Platform Technology Partners | 3,656 | $264.1 萬 | 1.03% | −23−0.6% | 減碼 |
| Garde Capital, Inc. | 4,003 | $264.2 萬 | 0.20% | +163+4.2% | 加碼 |
| Boomfish Wealth Group, LLC | 4,016 | $265.1 萬 | 1.91% | +4,016 | 新進 |
| Chicago Trust Co NA | 4,039 | $266.6 萬 | 0.59% | −1,783−30.6% | 減碼 |
| Cognios Beta Neutral Large Cap Fund, LP | 4,039 | $266.6 萬 | 3.48% | −139−3.3% | 減碼 |
| Global Wealth Management Investment Advisory, Inc. | 4,041 | $266.7 萬 | 0.68% | +134+3.4% | 加碼 |
| Carret Asset Management, LLC | 4,059 | $267.9 萬 | 0.34% | +34+0.8% | 加碼 |
| Confluence Wealth Services, Inc. | 4,063 | $268.2 萬 | 0.29% | +221+5.8% | 加碼 |
| Atlas Brown,Inc. | 4,063 | $268.2 萬 | 1.11% | −26−0.6% | 減碼 |
| Blodgett Wealth Advisors, LLC | 4,073 | $268.9 萬 | 2.75% | −95−2.3% | 減碼 |
| Keystone Wealth Services, LLC | 4,077 | $269.1 萬 | 0.92% | +33+0.8% | 加碼 |
| Laidlaw Wealth Management LLC | 4,086 | $269.7 萬 | 0.98% | +285+7.5% | 加碼 |
| Cooper Financial Group | 4,087 | $269.8 萬 | 0.49% | +355+9.5% | 加碼 |
| Benedetti & Gucer, Inc. | 4,088 | $269.8 萬 | 1.41% | −183−4.3% | 減碼 |
| Hunter Perkins Capital Management, LLC | 4,000 | $270.0 萬 | 0.56% | 00.0% | 不變 |
| MeadowBrook Investment Advisors LLC | 4,092 | $270.1 萬 | 2.58% | +4,092 | 新進 |
| Livforsakringsbolaget Skandia, Omsesidigt | 4,025 | $270.6 萬 | 0.26% | +3,460+612.4% | 加碼 |
| Moser Wealth Advisors, LLC | 4,100 | $270.6 萬 | 1.73% | −45−1.1% | 減碼 |
| Laffer Tengler Investments | 4,105 | $271.0 萬 | 0.72% | +370+9.9% | 加碼 |
| Peak Financial Advisors LLC | 4,112 | $271.4 萬 | 1.81% | +155+3.9% | 加碼 |
| Delta Financial Advisors LLC | 4,121 | $272.0 萬 | 1.18% | +221+5.7% | 加碼 |
| Birinyi Associates Inc | 4,140 | $273.3 萬 | 0.97% | +4,140 | 新進 |
| Capstone Triton Financial Group, LLC | 4,156 | $274.3 萬 | 2.00% | −641−13.4% | 減碼 |
| GSB Wealth Management, LLC | 4,160 | $274.6 萬 | 0.84% | −39−0.9% | 減碼 |
| Parcion Private Wealth LLC | 4,163 | $274.8 萬 | 0.25% | +218+5.5% | 加碼 |
| Ledge Wealth Management, Inc. | 4,163 | $274.8 萬 | 1.07% | +275+7.1% | 加碼 |
| Foundations Investment Advisors, LLC | 3,909 | $275.4 萬 | 0.07% | +980+33.5% | 加碼 |
| Continuum Advisory, LLC | 4,174 | $275.6 萬 | 0.39% | −596−12.5% | 減碼 |
| First Bank & Trust | 4,177 | $275.7 萬 | 0.67% | +10.0% | 加碼 |
| Horizon Investments, LLC | 4,195 | $276.5 萬 | 0.08% | +949+29.2% | 加碼 |
| JSF Financial, LLC | 4,202 | $277.3 萬 | 0.96% | −255−5.7% | 減碼 |
| CIC Wealth, LLC | 4,218 | $278.4 萬 | 0.88% | +10+0.2% | 加碼 |
| ABLE Financial Group, LLC | 4,220 | $278.6 萬 | 1.20% | +98+2.4% | 加碼 |
| JGP Wealth Management, LLC | 4,223 | $278.8 萬 | 0.41% | −58−1.4% | 減碼 |
| MTM Investment Management, LLC | 4,255 | $280.8 萬 | 1.28% | +7+0.2% | 加碼 |
| ICICI Prudential Asset Management Co Ltd | 4,297 | $283.6 萬 | 0.33% | +351+8.9% | 加碼 |
| Nicholas Hoffman & Company, LLC. | 4,307 | $284.3 萬 | 0.17% | +154+3.7% | 加碼 |
| AMG National Trust Bank | 4,313 | $284.7 萬 | 0.09% | −20.0% | 減碼 |
| Monetary Management Group Inc | 4,315 | $284.8 萬 | 0.89% | −20−0.5% | 減碼 |
| Garrison Point Advisors, LLC | 4,318 | $285.0 萬 | 2.01% | −103−2.3% | 減碼 |
| Coppell Advisory Solutions LLC | 4,319 | $285.1 萬 | 0.57% | +4,179+2,985.0% | 加碼 |
| Semper Augustus Investments Group LLC大師Semper Augustus | 4,341 | $286.5 萬 | 0.60% | +357+9.0% | 加碼 |
| Centaurus Financial, Inc. | 4,343 | $286.7 萬 | 0.22% | +454+11.7% | 加碼 |
| Saturna Capital CORP | 4,359 | $287.7 萬 | 0.04% | −54−1.2% | 減碼 |
| Coastal Investment Advisors, Inc. | 4,362 | $287.9 萬 | 0.65% | +45+1.0% | 加碼 |
| Glen Eagle Advisors, LLC | 4,368 | $288.3 萬 | 0.60% | −46−1.0% | 減碼 |
| Oak Asset Management, LLC | 4,373 | $288.7 萬 | 1.15% | −10−0.2% | 減碼 |
| Mirador Capital Partners LP | 4,383 | $289.3 萬 | 0.61% | +119+2.8% | 加碼 |
| Caliber Wealth Management, LLC | 4,398 | $290.3 萬 | 1.71% | −87−1.9% | 減碼 |
| Centre Asset Management, LLC | 4,405 | $290.8 萬 | 0.70% | −558−11.2% | 減碼 |
| Bamco Inc | 4,412 | $291.2 萬 | 0.01% | +422+10.6% | 加碼 |
| Peak Asset Management, LLC | 4,425 | $292.1 萬 | 0.64% | +3+0.1% | 加碼 |
| Rehmann Capital Advisory Group | 4,435 | $292.8 萬 | 0.24% | +86+2.0% | 加碼 |
| Columbia Asset Management | 4,446 | $293.5 萬 | 0.60% | +50+1.1% | 加碼 |
| Lakeview Capital Partners, LLC | 4,449 | $293.7 萬 | 0.52% | +153+3.6% | 加碼 |
| Investment Research & Advisory Group, Inc. | 4,458 | $294.3 萬 | 1.51% | +28+0.6% | 加碼 |
| Martin Capital Advisors, LLP | 4,480 | $295.7 萬 | 2.50% | −19−0.4% | 減碼 |
| Old Second National Bank of Aurora | 4,483 | $295.9 萬 | 0.81% | −67−1.5% | 減碼 |
| Strategic Advisors LLC | 4,491 | $296.4 萬 | 0.56% | +43+1.0% | 加碼 |
| Clarkston Capital Partners, LLC | 4,492 | $296.5 萬 | 0.05% | −893−16.6% | 減碼 |
| Monetta Financial Services Inc | 4,500 | $297.0 萬 | 2.83% | 00.0% | 不變 |
| E Fund Management Co., Ltd. | 4,509 | $297.6 萬 | 0.19% | −367−7.5% | 減碼 |
| Rational Advisors LLC | 4,512 | $297.8 萬 | 0.30% | +113+2.6% | 加碼 |
| Manhattan West Asset Management, LLC | 4,513 | $297.9 萬 | 0.84% | +3,398+304.8% | 加碼 |
| Point72 Hong Kong Ltd | 4,521 | $298.4 萬 | 0.18% | +4,521 | 新進 |
| Mount Lucas Management LP | 4,524 | $298.6 萬 | 1.05% | +4,524 | 新進 |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 4,431 | $298.9 萬 | 0.59% | −3,133−41.4% | 減碼 |
| Financial Insights, Inc. | 4,548 | $300.2 萬 | 0.94% | +74+1.7% | 加碼 |
| Analyst IMS Investment Management Services Ltd. | 4,557 | $300.8 萬 | 0.16% | +375+9.0% | 加碼 |
| TriaGen Wealth Management LLC | 4,558 | $300.9 萬 | 1.43% | +2,207+93.9% | 加碼 |
| Fifth Third Wealth Advisors LLC | 4,566 | $301.4 萬 | 0.98% | +67+1.5% | 加碼 |
| B & T Capital Management DBA Alpha Capital Management | 4,572 | $301.8 萬 | 0.62% | −184−3.9% | 減碼 |