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。
2025 年第 1 季 13F 持有人
Costco Wholesale Corp 在 2025/3/31 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
- 3,952
- 較 2024 年第 4 季 +81 家
- 持有股數
- 3.05 億
- 較 2024 年第 4 季 +357.5 萬 (+1.2%)
- 總市值
- $2,878 億
- 較 2024 年第 4 季 +$120.7 億 (+4.4%)
- 新進機構
- 203
- 另有 1,604 家加碼
- 清倉機構
- 122
- 另有 1,683 家減碼
另有 70 家機構在 2024 年第 4 季持有、還沒有申報 2025 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 |
2025 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 2024 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Cyrus J. Lawrence, LLC | 1,144 | $108.1 萬 | 4.09% | −17,389−93.8% | 減碼 |
| Lee Financial Co | 1,143 | $108.1 萬 | 0.17% | −109−8.7% | 減碼 |
| Dover Advisors, LLC | 1,143 | $108.1 萬 | 0.47% | +16+1.4% | 加碼 |
| Cascade Investment Group, Inc. | 1,148 | $108.6 萬 | 0.83% | −89−7.2% | 減碼 |
| Wolff Wiese Magana LLC | 1,148 | $108.6 萬 | 0.74% | +681+145.8% | 加碼 |
| Westside Investment Management, Inc. | 1,144 | $108.7 萬 | 0.23% | +18+1.6% | 加碼 |
| Builder Investment Group Inc | 1,150 | $108.8 萬 | 0.31% | 00.0% | 不變 |
| Fusion Capital, LLC | 1,152 | $108.9 萬 | 0.42% | −45−3.8% | 減碼 |
| Beverly Hills Private Wealth, LLC | 1,155 | $109.2 萬 | 0.22% | +33+2.9% | 加碼 |
| Evernest Financial Advisors, LLC | 1,155 | $109.3 萬 | 0.39% | +8+0.7% | 加碼 |
| Strengthening Families & Communities, LLC | 1,157 | $109.4 萬 | 0.67% | 00.0% | 不變 |
| Accurate Wealth Management, LLC | 1,136 | $109.4 萬 | 0.21% | +13+1.2% | 加碼 |
| Bond & Devick Financial Network, Inc. | 1,160 | $109.7 萬 | 0.40% | +58+5.3% | 加碼 |
| Morton Capital Management LLC | 1,162 | $109.9 萬 | 0.21% | −126−9.8% | 減碼 |
| Helium Advisors LLC | 1,164 | $110.1 萬 | 0.80% | −33−2.8% | 減碼 |
| Delap Wealth Advisory, LLC | 1,171 | $110.8 萬 | 0.62% | −13−1.1% | 減碼 |
| Crown Wealth Group, LLC | 1,175 | $111.1 萬 | 0.58% | +100+9.3% | 加碼 |
| Astoria Portfolio Advisors LLC. | 1,140 | $111.3 萬 | 0.38% | +314+38.0% | 加碼 |
| Acropolis Investment Management, LLC | 1,177 | $111.3 萬 | 0.07% | +10+0.9% | 加碼 |
| Onefund, LLC | 1,177 | $111.3 萬 | 1.14% | −12−1.0% | 減碼 |
| TPG Advisors LLC | 1,177 | $111.3 萬 | 0.88% | 00.0% | 不變 |
| PBMares Wealth Management LLC | 1,177 | $111.3 萬 | 0.22% | −18−1.5% | 減碼 |
| JT Stratford LLC | 1,179 | $111.5 萬 | 0.20% | −129−9.9% | 減碼 |
| Lawson Kroeker Investment Management Inc | 1,180 | $111.6 萬 | 0.21% | 00.0% | 不變 |
| Heartwood Wealth Advisors LLC | 1,180 | $111.6 萬 | 0.13% | +1+0.1% | 加碼 |
| Atala Financial Inc | 1,181 | $111.7 萬 | 0.84% | 00.0% | 不變 |
| Veritas Investment Partners (UK) Ltd. | 1,182 | $111.8 萬 | 0.02% | −200−14.5% | 減碼 |
| Evergreen Wealth Solutions, LLC | 1,184 | $112.0 萬 | 0.76% | −42−3.4% | 減碼 |
| Waters Parkerson & Co., LLC | 1,184 | $112.0 萬 | 0.06% | +204+20.8% | 加碼 |
| Aureus Asset Management, LLC | 1,189 | $112.5 萬 | 0.08% | 00.0% | 不變 |
| Milestone Asset Management Group, LLC | 1,191 | $112.7 萬 | 1.02% | +7+0.6% | 加碼 |
| KC Investment Advisors, LLC | 1,194 | $112.9 萬 | 0.25% | −27−2.2% | 減碼 |
| Gilliland Jeter Wealth Management LLC | 1,196 | $113.1 萬 | 0.40% | +1+0.1% | 加碼 |
| Claris Financial LLC | 1,234 | $113.1 萬 | 0.74% | 00.0% | 不變 |
| Hilltop Partners LLC | 1,200 | $113.5 萬 | 0.38% | +88+7.9% | 加碼 |
| Surience Private Wealth LLC | 1,200 | $113.5 萬 | 1.98% | 00.0% | 不變 |
| Northstar Financial Companies, Inc. | 1,200 | $113.5 萬 | 1.23% | −732−37.9% | 減碼 |
| Hallmark Capital Management Inc | 1,204 | $113.9 萬 | 0.09% | +26+2.2% | 加碼 |
| Henshaw Capital LLC | 1,207 | $114.2 萬 | 0.05% | +1,207 | 新進 |
| LifeWealth Investments, LLC | 1,207 | $114.2 萬 | 0.25% | +752+165.3% | 加碼 |
| Whelan Financial | 1,209 | $114.4 萬 | 0.44% | +263+27.8% | 加碼 |
| Marshall & Sullivan Inc | 1,210 | $114.5 萬 | 0.58% | −136−10.1% | 減碼 |
| Tyler-Stone Wealth Management | 1,215 | $114.9 萬 | 0.21% | −43−3.4% | 減碼 |
| Bedel Financial Consulting, Inc. | 1,139 | $115.1 萬 | 0.17% | −22−1.9% | 減碼 |
| Williamson Legacy Group, LLC | 1,218 | $115.2 萬 | 1.09% | +6+0.5% | 加碼 |
| Intelligent Financial Strategies | 1,221 | $115.5 萬 | 0.60% | 00.0% | 不變 |
| RMB Capital Management, LLC | 1,222 | $115.6 萬 | 0.03% | −354−22.5% | 減碼 |
| Sachetta, LLC | 1,223 | $115.7 萬 | 0.47% | −2−0.2% | 減碼 |
| Wescott Financial Advisory Group, LLC | 1,224 | $115.8 萬 | 0.12% | −5−0.4% | 減碼 |
| Fairview Capital Investment Management, LLC | 1,225 | $115.9 萬 | 0.06% | +389+46.5% | 加碼 |
| Parthenon LLC | 1,228 | $116.1 萬 | 0.14% | 00.0% | 不變 |
| Madison Wealth Partners, Inc | 1,228 | $116.2 萬 | 0.29% | 00.0% | 不變 |
| Heartland Bank & Trust Co | 1,230 | $116.3 萬 | 0.60% | +174+16.5% | 加碼 |
| Acorns Advisers, LLC | 1,231 | $116.4 萬 | 0.01% | +156+14.5% | 加碼 |
| Richard P Slaughter Associates Inc | 1,231 | $116.4 萬 | 0.27% | +1,231 | 新進 |
| Atlas Legacy Advisors, LLC | 1,233 | $116.6 萬 | 0.30% | −96−7.2% | 減碼 |
| Invera Wealth Advisors, LLC | 1,236 | $116.9 萬 | 0.76% | −523−29.7% | 減碼 |
| Brady Martz Wealth Solutions, LLC | 1,236 | $116.9 萬 | 0.26% | −14−1.1% | 減碼 |
| Creative Financial Designs Inc | 1,238 | $117.1 萬 | 0.09% | −35−2.7% | 減碼 |
| Phoenix Wealth Advisors | 1,238 | $117.1 萬 | 0.51% | +1+0.1% | 加碼 |
| West Paces Advisors Inc. | 1,239 | $117.2 萬 | 0.27% | −37−2.9% | 減碼 |
| Sharper & Granite LLC | 1,239 | $117.2 萬 | 0.48% | 00.0% | 不變 |
| Court Place Advisors, LLC | 1,240 | $117.3 萬 | 0.39% | +18+1.5% | 加碼 |
| Gill Capital Partners, LLC | 1,241 | $117.4 萬 | 0.41% | −29−2.3% | 減碼 |
| Tabor Asset Management, LP | 1,242 | $117.5 萬 | 0.94% | +1,242 | 新進 |
| Lewis Asset Management, LLC | 1,242 | $117.5 萬 | 0.97% | −42−3.3% | 減碼 |
| Stevens Capital Management LP | 1,242 | $117.5 萬 | 0.29% | −2,921−70.2% | 減碼 |
| Martin & Co Inc | 1,244 | $117.7 萬 | 0.23% | −31−2.4% | 減碼 |
| Aristotle Capital Management, LLC | 1,245 | $117.7 萬 | 0.00% | 00.0% | 不變 |
| Summit Asset Management, LLC | 1,245 | $117.8 萬 | 0.20% | +6+0.5% | 加碼 |
| Houlihan Financial Resource Group, Ltd. | 1,246 | $117.8 萬 | 0.53% | −100−7.4% | 減碼 |
| Texas Capital Bancshares Inc | 1,246 | $117.8 萬 | 0.50% | −27−2.1% | 減碼 |
| WP Advisors, LLC | 1,247 | $117.9 萬 | 0.39% | −52−4.0% | 減碼 |
| Cardinal Strategic Wealth Guidance | 1,247 | $117.9 萬 | 0.38% | −223−15.2% | 減碼 |
| BluePath Capital Management, LLC | 1,248 | $118.1 萬 | 1.23% | −1,895−60.3% | 減碼 |
| CPA Asset Management LLC | 1,249 | $118.1 萬 | 0.52% | 00.0% | 不變 |
| Archer Investment Corp | 1,250 | $118.2 萬 | 0.31% | −40−3.1% | 減碼 |
| Seven Mile Advisory | 1,251 | $118.3 萬 | 0.79% | +36+3.0% | 加碼 |
| LaFleur & Godfrey LLC | 1,255 | $118.7 萬 | 0.16% | 00.0% | 不變 |
| Mendel Money Management | 1,256 | $118.8 萬 | 0.56% | +46+3.8% | 加碼 |
| Notis-McConarty Edward | 1,258 | $119.0 萬 | 0.61% | −210−14.3% | 減碼 |
| Keating Investment Counselors Inc | 1,260 | $119.2 萬 | 0.36% | −530−29.6% | 減碼 |
| Tevis Investment Management | 1,302 | $119.3 萬 | 0.89% | 00.0% | 不變 |
| Seelaus Asset Management LLC | 1,262 | $119.4 萬 | 1.14% | 00.0% | 不變 |
| Main Street Group, LTD | 1,264 | $119.4 萬 | 0.46% | −6−0.5% | 減碼 |
| Coordinated Financial Services, Inc. | 1,266 | $119.8 萬 | 0.92% | +1,266 | 新進 |
| Palisades Hudson Asset Management, L.P. | 1,268 | $119.9 萬 | 0.54% | −7−0.5% | 減碼 |
| Revolve Wealth Partners, LLC | 1,270 | $120.1 萬 | 0.17% | +147+13.1% | 加碼 |
| Motiv8 Investments LLC | 1,272 | $120.3 萬 | 0.80% | −40−3.0% | 減碼 |
| Keystone Financial Group | 1,274 | $120.5 萬 | 0.12% | +224+21.3% | 加碼 |
| Birinyi Associates Inc | 1,275 | $120.6 萬 | 0.39% | −3,500−73.3% | 減碼 |
| Brevan Howard Capital Management LP | 1,277 | $120.8 萬 | 0.03% | −1,638−56.2% | 減碼 |
| TCFG Wealth Management, LLC | 1,278 | $120.9 萬 | 0.61% | −6−0.5% | 減碼 |
| West Chester Capital Advisors, Inc | 1,282 | $121.2 萬 | 0.70% | −78−5.7% | 減碼 |
| Walleye Capital LLC | 1,283 | $121.3 萬 | 0.01% | −25,806−95.3% | 減碼 |
| Childress Capital Advisors, LLC | 1,283 | $121.3 萬 | 0.35% | +30+2.4% | 加碼 |
| Purkiss Capital Advisors LLC | 1,285 | $121.6 萬 | 0.92% | +730+131.5% | 加碼 |
| Formidable Asset Management, LLC | 1,286 | $121.7 萬 | 0.20% | −3−0.2% | 減碼 |
| Montgomery Investment Management Inc | 1,290 | $122.0 萬 | 0.49% | 00.0% | 不變 |
| Strategic Investment Advisors | 1,293 | $122.3 萬 | 0.13% | −25−1.9% | 減碼 |