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。
2024 年第 1 季 13F 持有人
Costco Wholesale Corp 在 2024/3/31 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
- 3,419
- 較 2023 年第 4 季 +125 家
- 持有股數
- 3.04 億
- 較 2023 年第 4 季 +113.9 萬 (+0.4%)
- 總市值
- $2,220 億
- 較 2023 年第 4 季 +$217.9 億 (+10.9%)
- 新進機構
- 226
- 另有 1,428 家加碼
- 清倉機構
- 101
- 另有 1,343 家減碼
另有 49 家機構在 2023 年第 4 季持有、還沒有申報 2024 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 |
2024 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 2023 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Harbour Capital Advisors, LLC | 8,028 | $571.0 萬 | 1.41% | +51+0.6% | 加碼 |
| NJ State Employees Deferred Compensation Plan | 7,800 | $571.5 萬 | 0.72% | 00.0% | 不變 |
| Paradigm Financial Partners, LLC | 7,820 | $572.9 萬 | 1.23% | +110+1.4% | 加碼 |
| Level Four Advisory Services, LLC | 8,732 | $576.4 萬 | 0.32% | 00.0% | 不變 |
| ClariVest Asset Management LLC | 7,880 | $577.3 萬 | 0.60% | −18,326−69.9% | 減碼 |
| Turtle Creek Wealth Advisors, LLC | 7,887 | $577.8 萬 | 1.42% | +613+8.4% | 加碼 |
| EFG Asset Management (North America) Corp. | 7,891 | $577.9 萬 | 1.00% | −1,103−12.3% | 減碼 |
| Capital Group Investment Management Pte. Ltd. | 7,893 | $578.3 萬 | 1.04% | +1,345+20.5% | 加碼 |
| Angeles Wealth Management, LLC | 7,926 | $580.7 萬 | 0.58% | +174+2.2% | 加碼 |
| Anchor Investment Management, LLC | 7,951 | $582.5 萬 | 0.61% | +24+0.3% | 加碼 |
| Glenview Trust Co | 8,002 | $586.3 萬 | 0.13% | +232+3.0% | 加碼 |
| Pine Valley Investments Ltd Liability Co | 8,007 | $586.6 萬 | 0.46% | +387+5.1% | 加碼 |
| Geneos Wealth Management Inc. | 8,009 | $586.8 萬 | 0.27% | −228−2.8% | 減碼 |
| Trust Co of Kansas | 8,012 | $587.0 萬 | 3.20% | −6,613−45.2% | 減碼 |
| Cassaday & Co Wealth Management LLC | 8,058 | $590.3 萬 | 0.19% | +72+0.9% | 加碼 |
| Fiduciary Group LLC | 8,063 | $590.7 萬 | 0.64% | +30+0.4% | 加碼 |
| Merriman Wealth Management, LLC | 8,097 | $593.2 萬 | 0.26% | +229+2.9% | 加碼 |
| HCR Wealth Advisors | 8,134 | $595.9 萬 | 0.90% | −2,317−22.2% | 減碼 |
| Bremer Bank National Association | 8,141 | $596.4 萬 | 1.10% | +12+0.1% | 加碼 |
| Spinnaker Trust | 8,167 | $598.3 萬 | 0.39% | −599−6.8% | 減碼 |
| Rockline Wealth Management, LLC | 8,202 | $600.9 萬 | 2.10% | +150+1.9% | 加碼 |
| Atomi Financial Group, Inc. | 8,216 | $601.9 萬 | 0.56% | +5,215+173.8% | 加碼 |
| Courier Capital LLC | 8,281 | $606.7 萬 | 0.44% | −280−3.3% | 減碼 |
| Agur Provident & Training Funds Management Ltd | 8,400 | $607.2 萬 | 1.85% | 00.0% | 不變 |
| William Allan, LLC | 8,331 | $610.4 萬 | 4.05% | −26−0.3% | 減碼 |
| Dorsey & Whitney Trust CO LLC | 8,365 | $612.8 萬 | 0.42% | −586−6.5% | 減碼 |
| Townsend Asset Management Corp | 8,390 | $614.7 萬 | 2.44% | +173+2.1% | 加碼 |
| Stiles Financial Services Inc | 8,412 | $615.1 萬 | 2.46% | +77+0.9% | 加碼 |
| Zevenbergen Capital Investments LLC | 8,426 | $617.3 萬 | 0.13% | −239−2.8% | 減碼 |
| Diamant Asset Management, Inc. | 8,435 | $618.0 萬 | 4.29% | 00.0% | 不變 |
| Cypress Capital Group | 8,440 | $618.3 萬 | 0.74% | −212−2.5% | 減碼 |
| Clarius Group, LLC | 8,442 | $618.5 萬 | 0.43% | +2,137+33.9% | 加碼 |
| Institute for Wealth Management, LLC. | 8,489 | $621.9 萬 | 0.81% | −37−0.4% | 減碼 |
| Good Life Advisors, LLC | 8,493 | $622.2 萬 | 0.55% | +128+1.5% | 加碼 |
| Motley Fool Wealth Management, LLC | 8,495 | $622.4 萬 | 0.32% | −11,675−57.9% | 減碼 |
| Choate Investment Advisors | 8,507 | $623.2 萬 | 0.17% | −213−2.4% | 減碼 |
| Empowered Funds, LLC | 8,507 | $623.2 萬 | 0.11% | +2,757+47.9% | 加碼 |
| Sandler Capital Management | 8,510 | $623.5 萬 | 0.76% | +8,510 | 新進 |
| Bull Street Advisors, LLC | 8,520 | $624.2 萬 | 2.99% | −62−0.7% | 減碼 |
| Sage Capital Advisors,llc | 8,534 | $625.2 萬 | 1.81% | +117+1.4% | 加碼 |
| Chronos Wealth Management, LLC | 8,538 | $625.5 萬 | 3.66% | −115−1.3% | 減碼 |
| CX Institutional | 8,540 | $625.7 萬 | 0.30% | −409−4.6% | 減碼 |
| Wolverine Trading, LLC | 8,545 | $626.0 萬 | 0.06% | −14,454−62.8% | 減碼 |
| Venture Visionary Partners LLC | 8,554 | $626.7 萬 | 0.30% | +304+3.7% | 加碼 |
| Steel Peak Wealth Management LLC | 8,555 | $626.8 萬 | 0.32% | −10,432−54.9% | 減碼 |
| One Capital Management, LLC | 8,566 | $627.6 萬 | 0.23% | −163−1.9% | 減碼 |
| Coastline Trust Co | 8,582 | $628.7 萬 | 0.76% | −77−0.9% | 減碼 |
| Schechter Investment Advisors, LLC | 8,584 | $628.9 萬 | 0.47% | +9+0.1% | 加碼 |
| Transamerica Financial Advisors, Inc. | 8,597 | $629.8 萬 | 0.64% | +5,898+218.5% | 加碼 |
| Lake Street Financial LLC | 8,605 | $630.4 萬 | 0.87% | +401+4.9% | 加碼 |
| Sumitomo Mitsui Financial Group, Inc. | 8,622 | $631.7 萬 | 0.20% | −345−3.8% | 減碼 |
| Colonial Trust Co | 8,658 | $634.3 萬 | 1.19% | −248−2.8% | 減碼 |
| Kovitz Investment Group Partners, LLC | 8,663 | $634.7 萬 | 0.08% | −1,751−16.8% | 減碼 |
| Griffin Asset Management, Inc. | 8,697 | $637.2 萬 | 0.76% | +308+3.7% | 加碼 |
| Edgestream Partners, L.P. | 8,704 | $637.7 萬 | 0.32% | +4,982+133.9% | 加碼 |
| Consolidated Capital Management, LLC | 8,712 | $638.2 萬 | 3.06% | −209−2.3% | 減碼 |
| Asset Dedication, LLC | 8,820 | $643.1 萬 | 0.48% | −570−6.1% | 減碼 |
| Howe & Rusling Inc | 8,795 | $644.4 萬 | 0.62% | +32+0.4% | 加碼 |
| Everence Capital Management Inc | 8,803 | $644.9 萬 | 0.43% | +1,080+14.0% | 加碼 |
| 180 Wealth Advisors, LLC | 8,825 | $646.5 萬 | 1.16% | +102+1.2% | 加碼 |
| Trust Co of Oklahoma | 8,841 | $647.7 萬 | 2.30% | +23+0.3% | 加碼 |
| Mountain Pacific Investment Advisers Inc | 8,843 | $647.9 萬 | 0.36% | −262−2.9% | 減碼 |
| Harbour Investments, Inc. | 8,878 | $650.4 萬 | 0.23% | +529+6.3% | 加碼 |
| LS Investment Advisors, LLC | 8,885 | $650.9 萬 | 1.03% | +3,499+65.0% | 加碼 |
| Dana Investment Advisors, Inc. | 8,903 | $652.3 萬 | 0.22% | +203+2.3% | 加碼 |
| Great Lakes Retirement, Inc. | 8,952 | $655.8 萬 | 0.97% | +92+1.0% | 加碼 |
| Montecito Bank & Trust | 8,965 | $656.8 萬 | 1.31% | −530−5.6% | 減碼 |
| Hills Bank & Trust Co | 8,967 | $656.9 萬 | 0.56% | +135+1.5% | 加碼 |
| RAM Investment Partners, LLC | 8,979 | $657.8 萬 | 2.07% | +642+7.7% | 加碼 |
| Barr E S & Co | 8,987 | $658.4 萬 | 0.43% | 00.0% | 不變 |
| Oak Harbor Wealth Partners, LLC | 8,997 | $659.1 萬 | 2.05% | +5+0.1% | 加碼 |
| Pecaut & Co. | 9,003 | $659.6 萬 | 2.46% | −300−3.2% | 減碼 |
| Ballentine Partners, LLC | 9,008 | $660.0 萬 | 0.13% | −638−6.6% | 減碼 |
| Moneta Group Investment Advisors LLC | 9,015 | $660.5 萬 | 0.11% | +374+4.3% | 加碼 |
| Q Capital Solutions | 9,033 | $661.8 萬 | 2.88% | −1,067−10.6% | 減碼 |
| TFG Advisers LLC | 9,056 | $663.5 萬 | 2.60% | +20.0% | 加碼 |
| Gilder Gagnon Howe & Co LLC | 9,064 | $664.1 萬 | 0.08% | −65−0.7% | 減碼 |
| AMJ Financial Wealth Management | 9,095 | $666.3 萬 | 2.22% | +795+9.6% | 加碼 |
| Narwhal Capital Management | 9,097 | $666.5 萬 | 0.65% | −765−7.8% | 減碼 |
| We Are One Seven, LLC | 9,101 | $666.7 萬 | 0.35% | +648+7.7% | 加碼 |
| Moors & Cabot, Inc. | 9,114 | $667.7 萬 | 0.36% | −261−2.8% | 減碼 |
| GPS Wealth Strategies Group, LLC | 9,125 | $668.6 萬 | 1.08% | +335+3.8% | 加碼 |
| L & S Advisors Inc | 9,151 | $670.4 萬 | 0.76% | −192−2.1% | 減碼 |
| Jamison Private Wealth Management, Inc. | 9,197 | $673.8 萬 | 1.14% | +369+4.2% | 加碼 |
| Invesco, LLC | 9,212 | $674.9 萬 | 2.87% | +65+0.7% | 加碼 |
| American Trust | 9,230 | $676.2 萬 | 0.62% | −547−5.6% | 減碼 |
| Longbow Finance SA | 9,230 | $676.2 萬 | 0.68% | +9,230 | 新進 |
| Taikang Asset Management (Hong Kong) Co Ltd | 9,274 | $679.4 萬 | 1.43% | +586+6.7% | 加碼 |
| Balentine LLC | 9,277 | $679.6 萬 | 0.20% | +879+10.5% | 加碼 |
| Legacy Private Trust Co. | 9,294 | $680.9 萬 | 0.50% | −304−3.2% | 減碼 |
| Roffman Miller Associates Inc | 9,306 | $681.8 萬 | 0.46% | +9,306 | 新進 |
| Ayrshire Capital Management LLC | 9,322 | $682.9 萬 | 3.69% | −142−1.5% | 減碼 |
| Koss-Olinger Consulting, LLC | 9,322 | $682.9 萬 | 3.69% | +9,322 | 新進 |
| CFM Wealth Partners LLC | 9,344 | $684.6 萬 | 1.37% | +1,536+19.7% | 加碼 |
| Americana Partners, LLC | 9,365 | $686.1 萬 | 0.57% | +677+7.8% | 加碼 |
| Meritage Portfolio Management | 9,380 | $687.2 萬 | 0.44% | +8,941+2,036.7% | 加碼 |
| Banque Pictet & Cie SA | 9,414 | $689.7 萬 | 0.07% | +496+5.6% | 加碼 |
| Pavion Blue Capital, LLC | 9,432 | $691.0 萬 | 3.42% | 00.0% | 不變 |
| Howland Capital Management LLC | 9,445 | $692.0 萬 | 0.33% | −525−5.3% | 減碼 |
| EverSource Wealth Advisors, LLC | 9,582 | $692.7 萬 | 0.54% | +1,466+18.1% | 加碼 |