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 3 季 13F 持有人
Costco Wholesale Corp 在 2024/9/30 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
- 3,590
- 較 2024 年第 2 季 +107 家
- 持有股數
- 3.09 億
- 較 2024 年第 2 季 +3,804 萬 (+14.1%)
- 總市值
- $2,667 億
- 較 2024 年第 2 季 +$371.4 億 (+16.2%)
- 新進機構
- 191
- 另有 1,483 家加碼
- 清倉機構
- 84
- 另有 1,440 家減碼
另有 43 家機構在 2024 年第 2 季持有、還沒有申報 2024 年第 3 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 3 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 2024 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Phoenix Wealth Advisors | 1,216 | $107.8 萬 | 0.50% | −100−7.6% | 減碼 |
| Founders Financial Alliance, LLC | 1,216 | $107.8 萬 | 0.30% | +9+0.7% | 加碼 |
| Evernest Financial Advisors, LLC | 1,217 | $107.9 萬 | 0.29% | −38−3.0% | 減碼 |
| Fusion Capital, LLC | 1,219 | $108.0 萬 | 0.46% | +1+0.1% | 加碼 |
| Wealth Alliance | 1,219 | $108.1 萬 | 0.13% | −49−3.9% | 減碼 |
| Sugarloaf Wealth Management, LLC | 1,219 | $108.1 萬 | 0.20% | +30+2.5% | 加碼 |
| Intelligent Financial Strategies | 1,221 | $108.2 萬 | 0.60% | −1−0.1% | 減碼 |
| Capital Insight Partners, LLC | 1,221 | $108.2 萬 | 0.19% | +39+3.3% | 加碼 |
| WBI Investments | 1,226 | $108.7 萬 | 0.26% | +252+25.9% | 加碼 |
| Childress Capital Advisors, LLC | 1,227 | $108.8 萬 | 0.29% | +13+1.1% | 加碼 |
| Parthenon LLC | 1,228 | $108.9 萬 | 0.13% | 00.0% | 不變 |
| Headinvest, LLC | 1,228 | $108.9 萬 | 0.20% | −31−2.5% | 減碼 |
| Sage Capital Management, LLC | 1,229 | $108.9 萬 | 0.52% | +2+0.2% | 加碼 |
| Smith Shellnut Wilson LLC | 1,230 | $109.0 萬 | 0.49% | +31+2.6% | 加碼 |
| Madison Wealth Partners, Inc | 1,232 | $109.2 萬 | 0.32% | +227+22.6% | 加碼 |
| KC Investment Advisors, LLC | 1,235 | $109.5 萬 | 0.46% | −120−8.9% | 減碼 |
| Cascade Investment Group, Inc. | 1,235 | $109.5 萬 | 0.80% | −85−6.4% | 減碼 |
| Sharper & Granite LLC | 1,239 | $109.8 萬 | 0.49% | −18−1.4% | 減碼 |
| Up Strategic Wealth Investment Advisors LLC | 1,239 | $109.8 萬 | 1.23% | +102+9.0% | 加碼 |
| Zions Bancorporation, N.A. | 1,241 | $110.0 萬 | 0.08% | −259−17.3% | 減碼 |
| Advisory Resource Group | 1,244 | $110.3 萬 | 0.24% | −70−5.3% | 減碼 |
| Richardson Financial Services Inc. | 1,298 | $110.3 萬 | 0.70% | +2+0.2% | 加碼 |
| Aristotle Capital Management, LLC | 1,245 | $110.4 萬 | 0.00% | 00.0% | 不變 |
| CPA Asset Management LLC | 1,249 | $110.7 萬 | 0.53% | 00.0% | 不變 |
| Ridgecrest Wealth Partners, LLC | 1,249 | $110.7 萬 | 0.58% | −100−7.4% | 減碼 |
| Main Street Group, LTD | 1,249 | $110.7 萬 | 0.44% | +19+1.5% | 加碼 |
| Magnus Financial Group LLC | 1,253 | $111.1 萬 | 0.11% | +156+14.2% | 加碼 |
| Sachetta, LLC | 1,253 | $111.1 萬 | 0.44% | −6−0.5% | 減碼 |
| LaFleur & Godfrey LLC | 1,253 | $111.1 萬 | 0.15% | −3−0.2% | 減碼 |
| Lee Financial Co | 1,255 | $111.2 萬 | 0.16% | −212−14.5% | 減碼 |
| Gill Capital Partners, LLC | 1,259 | $111.6 萬 | 0.40% | +26+2.1% | 加碼 |
| Sentinus, LLC | 1,260 | $111.7 萬 | 0.42% | −34−2.6% | 減碼 |
| Northwest Capital Management Inc | 1,261 | $111.8 萬 | 0.40% | −13−1.0% | 減碼 |
| Close Asset Management Ltd | 1,264 | $112.0 萬 | 0.03% | −331−20.8% | 減碼 |
| Synergy Financial Group, LTD | 1,264 | $112.0 萬 | 1.06% | −12−0.9% | 減碼 |
| Smith Anglin Financial, LLC | 1,266 | $112.2 萬 | 0.11% | 00.0% | 不變 |
| Camden Capital, LLC | 1,269 | $112.5 萬 | 0.12% | −321−20.2% | 減碼 |
| Drive Wealth Management, LLC | 1,271 | $112.7 萬 | 0.29% | +37+3.0% | 加碼 |
| Texas Capital Bancshares Inc | 1,273 | $112.9 萬 | 0.46% | −2−0.2% | 減碼 |
| Palisades Hudson Asset Management, L.P. | 1,275 | $113.1 萬 | 0.48% | −48−3.6% | 減碼 |
| Providence Wealth Advisors, LLC | 1,260 | $113.5 萬 | 0.84% | −24−1.9% | 減碼 |
| Capital Performance Advisors LLP | 1,281 | $113.6 萬 | 0.35% | +320+33.3% | 加碼 |
| Granite Bay Wealth Management, LLC | 1,284 | $113.8 萬 | 0.64% | +50+4.1% | 加碼 |
| Verity & Verity, LLC | 1,285 | $113.9 萬 | 0.11% | −245−16.0% | 減碼 |
| Lewis Asset Management, LLC | 1,286 | $114.0 萬 | 0.83% | +178+16.1% | 加碼 |
| Merrion Investment Management Co, LLC | 1,290 | $114.4 萬 | 0.75% | +100+8.4% | 加碼 |
| Montgomery Investment Management Inc | 1,290 | $114.4 萬 | 0.41% | 00.0% | 不變 |
| Brandywine Oak Private Wealth LLC | 1,291 | $114.4 萬 | 0.11% | +5+0.4% | 加碼 |
| Tevis Investment Management | 1,292 | $114.5 萬 | 0.85% | +47+3.8% | 加碼 |
| Formidable Asset Management, LLC | 1,292 | $114.5 萬 | 0.18% | −36−2.7% | 減碼 |
| FLC Capital Advisors | 1,293 | $114.6 萬 | 0.26% | +176+15.8% | 加碼 |
| TCFG Wealth Management, LLC | 1,293 | $114.6 萬 | 0.58% | +1,293 | 新進 |
| WP Advisors, LLC | 1,298 | $115.1 萬 | 0.42% | −206−13.7% | 減碼 |
| OneAscent Financial Services LLC | 1,298 | $115.1 萬 | 0.83% | +2+0.2% | 加碼 |
| Morton Capital Management LLC | 1,300 | $115.2 萬 | 0.23% | +121+10.3% | 加碼 |
| Resurgent Financial Advisors LLC | 1,301 | $115.3 萬 | 0.67% | −82−5.9% | 減碼 |
| Summit Asset Management, LLC | 1,301 | $115.3 萬 | 0.22% | −3−0.2% | 減碼 |
| Guidance Capital, Inc | 1,298 | $115.5 萬 | 0.36% | −26−2.0% | 減碼 |
| Sax Wealth Advisors, LLC | 1,304 | $115.6 萬 | 0.10% | +131+11.2% | 加碼 |
| Personal Cfo Solutions, LLC | 1,305 | $115.7 萬 | 0.16% | −63−4.6% | 減碼 |
| Strategic Investment Advisors | 1,306 | $115.7 萬 | 0.13% | +219+20.1% | 加碼 |
| Oarsman Capital, Inc. | 1,309 | $116.0 萬 | 0.21% | −62−4.5% | 減碼 |
| Custom Index Systems, LLC | 1,310 | $116.1 萬 | 0.63% | −377−22.3% | 減碼 |
| Values Added Financial LLC | 1,312 | $116.3 萬 | 0.73% | +59+4.7% | 加碼 |
| JT Stratford LLC | 1,314 | $116.5 萬 | 0.20% | −103−7.3% | 減碼 |
| Berkshire Bank | 1,319 | $116.9 萬 | 0.27% | −30−2.2% | 減碼 |
| Coastal Bridge Advisors, LLC | 1,323 | $117.3 萬 | 0.29% | +23+1.8% | 加碼 |
| Trueblood Wealth Management, LLC | 1,324 | $117.4 萬 | 0.59% | −109−7.6% | 減碼 |
| Arlington Capital Management, Inc. | 1,326 | $117.6 萬 | 0.97% | +25+1.9% | 加碼 |
| Innova Wealth Partners | 1,326 | $117.6 萬 | 0.97% | +1,079+436.8% | 加碼 |
| Clearwater Capital Advisors, LLC | 1,327 | $117.7 萬 | 0.11% | +1,327 | 新進 |
| Van Cleef Asset Management,Inc | 1,327 | $117.7 萬 | 0.13% | +701+112.0% | 加碼 |
| Capital Advisors, Ltd. LLC | 1,329 | $117.8 萬 | 0.15% | +1+0.1% | 加碼 |
| Missouri Trust & Investment Co | 1,330 | $117.9 萬 | 0.41% | −10−0.7% | 減碼 |
| Archer Investment Corp | 1,332 | $118.0 萬 | 0.32% | −48−3.5% | 減碼 |
| Helen Stephens Group, LLC | 1,332 | $118.1 萬 | 0.36% | +17+1.3% | 加碼 |
| Astoria Portfolio Advisors LLC. | 1,331 | $118.4 萬 | 0.40% | −21−1.6% | 減碼 |
| Scott Capital Advisors, LLC | 1,337 | $118.5 萬 | 0.34% | +33+2.5% | 加碼 |
| Stableford Capital II LLC | 1,335 | $118.7 萬 | 0.47% | −44−3.2% | 減碼 |
| waypoint wealth counsel | 1,341 | $118.9 萬 | 0.81% | +52+4.0% | 加碼 |
| Wealth Architects, LLC | 1,341 | $118.9 萬 | 0.13% | +126+10.4% | 加碼 |
| Redwood Investment Management, LLC | 1,341 | $118.9 萬 | 0.11% | −94−6.6% | 減碼 |
| Brown Financial Advisors | 1,343 | $119.0 萬 | 0.49% | −220−14.1% | 減碼 |
| Marshall & Sullivan Inc | 1,343 | $119.1 萬 | 0.57% | 00.0% | 不變 |
| Houlihan Financial Resource Group, Ltd. | 1,346 | $119.3 萬 | 0.49% | 00.0% | 不變 |
| Safeguard Investment Advisory Group, LLC | 1,345 | $119.4 萬 | 0.34% | −26−1.9% | 減碼 |
| West Paces Advisors Inc. | 1,348 | $119.5 萬 | 0.29% | −23−1.7% | 減碼 |
| Martin & Co Inc | 1,350 | $119.7 萬 | 0.28% | −24−1.7% | 減碼 |
| Argent Advisors, Inc. | 1,352 | $119.9 萬 | 0.45% | +11+0.8% | 加碼 |
| Northeast Financial Consultants Inc | 1,354 | $120.0 萬 | 0.05% | +22+1.7% | 加碼 |
| Buttonwood Financial Advisors Inc. | 1,356 | $120.2 萬 | 0.52% | −27−2.0% | 減碼 |
| Zhang Financial LLC | 1,356 | $120.2 萬 | 0.08% | +332+32.4% | 加碼 |
| Centerpoint Advisors, LLC | 1,360 | $120.6 萬 | 0.42% | −50−3.5% | 減碼 |
| World Equity Group, Inc. | 1,364 | $120.9 萬 | 0.44% | +176+14.8% | 加碼 |
| Corundum Group, Inc. | 1,367 | $121.2 萬 | 0.55% | −689−33.5% | 減碼 |
| BSW Wealth Partners | 1,367 | $121.2 萬 | 0.18% | +21+1.6% | 加碼 |
| Cable Hill Partners, LLC | 1,369 | $121.4 萬 | 0.12% | +182+15.3% | 加碼 |
| Seeds Investor LLC | 1,369 | $121.4 萬 | 0.45% | +329+31.6% | 加碼 |
| Sage Rhino Capital LLC | 1,370 | $121.5 萬 | 0.27% | +6+0.4% | 加碼 |
| First Nebraska Trust Co | 1,371 | $121.5 萬 | 0.12% | 00.0% | 不變 |