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 |
|---|---|---|---|---|---|
| Abacus Wealth Partners, LLC | 1,837 | $173.7 萬 | 0.26% | 00.0% | 不變 |
| Costello Asset Management, INC | 1,838 | $173.8 萬 | 0.71% | +1,838 | 新進 |
| Citizens National Bank Trust Department | 1,841 | $174.1 萬 | 0.37% | −16−0.9% | 減碼 |
| GeoWealth Management, LLC | 1,846 | $174.6 萬 | 0.07% | −1,386−42.9% | 減碼 |
| Vaughan David Investments LLC | 1,852 | $175.2 萬 | 0.04% | −13−0.7% | 減碼 |
| Red Wave Investments LLC | 1,853 | $175.3 萬 | 0.63% | −26−1.4% | 減碼 |
| Regent Peak Wealth Advisors LLC | 1,855 | $175.5 萬 | 0.41% | +33+1.8% | 加碼 |
| Safeguard Investment Advisory Group, LLC | 1,853 | $175.5 萬 | 0.48% | +207+12.6% | 加碼 |
| Pines Wealth Management, LLC | 1,932 | $175.6 萬 | 0.81% | +14+0.7% | 加碼 |
| Kavar Capital Partners Group, LLC | 1,864 | $176.3 萬 | 0.29% | +185+11.0% | 加碼 |
| RF&L Wealth Management, LLC | 1,865 | $176.4 萬 | 1.26% | 00.0% | 不變 |
| Orrstown Financial Services Inc | 1,868 | $176.7 萬 | 0.42% | −163−8.0% | 減碼 |
| Gould Asset Management LLC | 1,869 | $176.8 萬 | 0.36% | +50+2.7% | 加碼 |
| Chris Bulman Inc | 1,873 | $177.1 萬 | 1.12% | +14+0.8% | 加碼 |
| Bridgewater Advisors Inc. | 1,797 | $178.2 萬 | 0.15% | +1,797 | 新進 |
| Nicholson Wealth Management Group, LLC | 1,885 | $178.3 萬 | 1.17% | +21+1.1% | 加碼 |
| Legacy Edge Advisors, LLC | 1,885 | $178.3 萬 | 0.28% | +50+2.7% | 加碼 |
| General Partner, Inc. | 1,892 | $178.9 萬 | 1.17% | 00.0% | 不變 |
| L2 Asset Management, LLC | 1,894 | $179.1 萬 | 0.37% | +200+11.8% | 加碼 |
| Tempus Wealth Planning, LLC | 1,898 | $179.5 萬 | 0.54% | +139+7.9% | 加碼 |
| Camden Capital, LLC | 1,909 | $179.8 萬 | 0.19% | −175−8.4% | 減碼 |
| Ashton Thomas Securities, LLC | 1,900 | $180.0 萬 | 0.50% | −13−0.7% | 減碼 |
| Ontario Teachers Pension Plan Board | 1,904 | $180.1 萬 | 0.03% | −341−15.2% | 減碼 |
| Canandaigua National Bank & Trust Co | 1,906 | $180.3 萬 | 0.18% | +47+2.5% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 1,909 | $180.5 萬 | 0.12% | −1,858−49.3% | 減碼 |
| Mayflower Financial Advisors, LLC | 1,910 | $180.6 萬 | 0.27% | −7−0.4% | 減碼 |
| Oakworth Capital, Inc. | 1,910 | $180.6 萬 | 0.13% | −27−1.4% | 減碼 |
| Cross Staff Investments Inc | 1,910 | $180.6 萬 | 1.36% | 00.0% | 不變 |
| Zullo Investment Group, Inc. | 1,910 | $180.7 萬 | 0.77% | −353−15.6% | 減碼 |
| Lineweaver Wealth Advisors, LLC | 1,904 | $180.8 萬 | 0.31% | +116+6.5% | 加碼 |
| Hudson Valley Investment Advisors Inc | 1,912 | $180.8 萬 | 0.22% | −106−5.3% | 減碼 |
| ERn Financial, LLC | 1,913 | $181.0 萬 | 0.29% | −178−8.5% | 減碼 |
| Fiduciary Family Office, LLC | 1,918 | $181.4 萬 | 0.60% | +1,918 | 新進 |
| Traphagen Investment Advisors LLC | 1,925 | $182.0 萬 | 0.19% | +381+24.7% | 加碼 |
| Herold Advisors, Inc. | 1,928 | $182.3 萬 | 0.40% | +120+6.6% | 加碼 |
| KWB Wealth | 1,990 | $182.3 萬 | 0.22% | +249+14.3% | 加碼 |
| Winton Group Ltd | 1,930 | $182.5 萬 | 0.11% | −2,791−59.1% | 減碼 |
| Birmingham Capital Management Co Inc | 1,930 | $182.5 萬 | 0.69% | −20−1.0% | 減碼 |
| Owen LaRue, LLC | 1,941 | $183.6 萬 | 0.91% | +1,154+146.6% | 加碼 |
| Arkfeld Wealth Strategies, L.L.C. | 1,904 | $183.8 萬 | 0.80% | +6+0.3% | 加碼 |
| ORG Wealth Partners, LLC | 1,925 | $184.3 萬 | 0.57% | +1,762+1,081.0% | 加碼 |
| Evelyn Partners Investment Management (Europe) Ltd | 1,950 | $184.4 萬 | 0.69% | +209+12.0% | 加碼 |
| Centennial Bank | 1,956 | $185.0 萬 | 0.88% | −21−1.1% | 減碼 |
| LCM Capital Management Inc | 1,958 | $185.2 萬 | 1.09% | +53+2.8% | 加碼 |
| United Community Bank | 1,960 | $185.4 萬 | 0.69% | −61−3.0% | 減碼 |
| Cidel Asset Management Inc | 1,962 | $185.6 萬 | 0.12% | −32−1.6% | 減碼 |
| MidWestOne Financial Group, Inc. | 1,963 | $185.7 萬 | 0.26% | +27+1.4% | 加碼 |
| Wealth Alliance Advisory Group, LLC | 1,964 | $185.8 萬 | 0.39% | +618+45.9% | 加碼 |
| Knights of Columbus Asset Advisors LLC | 1,968 | $186.1 萬 | 0.13% | −18−0.9% | 減碼 |
| St. Clair Advisors, LLC | 1,975 | $186.8 萬 | 0.52% | 00.0% | 不變 |
| Providence First Trust Co | 1,980 | $187.3 萬 | 0.76% | +1,980 | 新進 |
| Cercano Management LLC | 1,985 | $187.7 萬 | 0.06% | +1,273+178.8% | 加碼 |
| Bolthouse Investments, LLC | 1,989 | $188.1 萬 | 1.96% | −77−3.7% | 減碼 |
| Baring Financial LLC | 1,991 | $188.3 萬 | 1.58% | −13−0.6% | 減碼 |
| CVA Family Office, LLC | 1,995 | $188.7 萬 | 0.29% | +84+4.4% | 加碼 |
| United Asset Strategies, Inc. | 1,997 | $188.9 萬 | 0.18% | −263−11.6% | 減碼 |
| EPG Wealth Management LLC | 1,997 | $188.9 萬 | 0.53% | +15+0.8% | 加碼 |
| Ledyard National Bank | 1,998 | $189.0 萬 | 0.19% | −173−8.0% | 減碼 |
| Prescott Group Capital Management, L.L.C. | 1,999 | $189.1 萬 | 0.27% | +291+17.0% | 加碼 |
| Burke & Herbert Bank & Trust Co | 1,999 | $189.1 萬 | 0.45% | −69−3.3% | 減碼 |
| Lee Danner & Bass Inc | 2,000 | $189.2 萬 | 0.15% | −518−20.6% | 減碼 |
| Disciplined Investors, L.L.C. | 2,000 | $189.2 萬 | 1.71% | 00.0% | 不變 |
| Pinnacle West Asset Management, Inc. | 2,000 | $189.2 萬 | 1.37% | 00.0% | 不變 |
| Sandbox Financial Partners, LLC | 2,002 | $189.4 萬 | 0.67% | +15+0.8% | 加碼 |
| Trust Point Inc. | 2,008 | $189.9 萬 | 0.17% | −806−28.6% | 減碼 |
| Allegheny Financial Group LTD | 2,011 | $190.3 萬 | 0.49% | +9+0.4% | 加碼 |
| Two Sigma Securities, LLC | 2,014 | $190.5 萬 | 0.29% | +632+45.7% | 加碼 |
| Ables, Iannone, Moore & Associates, Inc. | 2,015 | $190.6 萬 | 1.30% | −10.0% | 減碼 |
| Quintet Private Bank (Europe) S.A. | 2,020 | $191.0 萬 | 0.11% | 00.0% | 不變 |
| Fukoku Mutual Life Insurance Co | 2,026 | $191.6 萬 | 0.14% | −106−5.0% | 減碼 |
| MJP Associates Inc | 2,026 | $191.6 萬 | 0.35% | +304+17.7% | 加碼 |
| Smithfield Trust Co | 2,027 | $192.2 萬 | 0.10% | 00.0% | 不變 |
| Western Pacific Wealth Management, LP | 2,035 | $192.5 萬 | 1.74% | +11+0.5% | 加碼 |
| Ullmann Financial Group, Inc. | 2,036 | $192.6 萬 | 0.26% | +26+1.3% | 加碼 |
| Relyea Zuckerberg Hanson LLC | 2,037 | $192.7 萬 | 0.26% | +84+4.3% | 加碼 |
| Fermata Advisors, LLC | 2,037 | $192.7 萬 | 0.35% | −78−3.7% | 減碼 |
| Mitchell Sinkler & Starr | 2,040 | $192.9 萬 | 0.54% | +53+2.7% | 加碼 |
| Lebenthal Global Advisors, LLC | 2,041 | $193.0 萬 | 0.36% | +706+52.9% | 加碼 |
| Atlas Private Wealth Advisors | 2,044 | $193.3 萬 | 0.27% | −92−4.3% | 減碼 |
| Sterling Investment Counsel, LLC | 2,044 | $193.4 萬 | 0.66% | +676+49.4% | 加碼 |
| IFG Advisory, LLC | 2,045 | $193.4 萬 | 0.11% | −107−5.0% | 減碼 |
| Vivaldi Capital Management, LLC | 2,048 | $193.7 萬 | 0.31% | +874+74.4% | 加碼 |
| Hazlett, Burt & Watson, Inc. | 2,053 | $194.7 萬 | 0.88% | +48+2.4% | 加碼 |
| AAFMAA Wealth Management & Trust LLC | 2,061 | $194.9 萬 | 0.88% | −179−8.0% | 減碼 |
| Griffith & Werner, Inc. | 2,064 | $195.2 萬 | 1.21% | −91−4.2% | 減碼 |
| Lederer & Associates Investment Counsel | 2,065 | $195.3 萬 | 1.43% | +32+1.6% | 加碼 |
| AlTi Global, Inc. | 2,063 | $195.3 萬 | 0.05% | −1,515−42.3% | 減碼 |
| Wealth Advisors of Iowa, LLC | 2,067 | $195.5 萬 | 0.84% | −5−0.2% | 減碼 |
| Vista Private Wealth Partners. LLC | 2,068 | $195.6 萬 | 0.70% | +2,067+206,700.0% | 加碼 |
| Evoke Wealth, LLC | 2,070 | $195.7 萬 | 0.05% | +107+5.5% | 加碼 |
| Kennedy Investment Group | 2,071 | $195.9 萬 | 0.91% | +241+13.2% | 加碼 |
| Northside Capital Management, LLC | 2,075 | $196.2 萬 | 0.32% | −83−3.8% | 減碼 |
| Edmond de Rothschild Holding S.A. | 2,082 | $196.9 萬 | 0.03% | −330−13.7% | 減碼 |
| Bearing Point Capital, LLC | 2,082 | $196.9 萬 | 0.42% | +173+9.1% | 加碼 |
| Pinnacle Wealth Planning Services, Inc. | 2,087 | $197.4 萬 | 0.30% | +49+2.4% | 加碼 |
| Marble Harbor Investment Counsel, LLC | 2,090 | $197.6 萬 | 0.22% | −30−1.4% | 減碼 |
| LVW Advisors, LLC | 2,090 | $197.7 萬 | 0.24% | +90+4.5% | 加碼 |
| Guerra Advisors Inc | 2,094 | $198.1 萬 | 1.11% | +388+22.7% | 加碼 |
| Avalon Trust Co | 2,096 | $198.2 萬 | 0.16% | −70−3.2% | 減碼 |
| Investment Partners, Ltd. | 2,098 | $198.5 萬 | 0.82% | +77+3.8% | 加碼 |