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 |
|---|---|---|---|---|---|
| Sweeney & Michel, LLC | 2,843 | $258.4 萬 | 1.13% | +2,843 | 新進 |
| Ted Buchan & Co | 2,732 | $258.5 萬 | 1.22% | −115−4.0% | 減碼 |
| Claro Advisors LLC | 2,735 | $258.7 萬 | 0.35% | +99+3.8% | 加碼 |
| Wealth Group, Ltd. | 2,736 | $258.8 萬 | 1.68% | +282+11.5% | 加碼 |
| Trace Wealth Advisors, LLC | 2,744 | $259.5 萬 | 2.31% | −200−6.8% | 減碼 |
| U S Wealth Group, LLC. | 2,750 | $260.1 萬 | 2.06% | −162−5.6% | 減碼 |
| Sustainable Insight Capital Management, LLC | 2,760 | $261.0 萬 | 1.30% | +100+3.8% | 加碼 |
| Alpha Family Trust | 2,765 | $261.5 萬 | 1.53% | +490+21.5% | 加碼 |
| Aft, Forsyth & Sober, LLC | 2,775 | $262.5 萬 | 0.92% | 00.0% | 不變 |
| Old Second National Bank of Aurora | 2,776 | $262.5 萬 | 0.62% | −1,259−31.2% | 減碼 |
| Tradition Wealth Management, LLC | 2,777 | $262.7 萬 | 0.23% | +17+0.6% | 加碼 |
| Nvest Financial, LLC | 2,784 | $263.3 萬 | 1.41% | +34+1.2% | 加碼 |
| Proficio Capital Partners LLC | 2,775 | $263.3 萬 | 0.20% | +75+2.8% | 加碼 |
| ZWJ Investment Counsel Inc | 2,789 | $263.8 萬 | 0.11% | −390−12.3% | 減碼 |
| Castleark Management LLC | 2,800 | $264.8 萬 | 0.09% | 00.0% | 不變 |
| Concord Wealth Partners | 2,805 | $265.3 萬 | 0.44% | −1,510−35.0% | 減碼 |
| ARS Wealth Advisors Group, LLC | 2,809 | $265.6 萬 | 0.38% | +55+2.0% | 加碼 |
| Mitchell & Pahl Private Wealth, LLC | 2,810 | $265.8 萬 | 1.24% | −26−0.9% | 減碼 |
| FSM Wealth Advisors, LLC | 2,811 | $265.9 萬 | 0.60% | −337−10.7% | 減碼 |
| Michael B. Yongue | 2,813 | $266.0 萬 | 3.39% | −190−6.3% | 減碼 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 2,791 | $266.4 萬 | 0.21% | +414+17.4% | 加碼 |
| Commons Capital, LLC | 2,823 | $266.9 萬 | 2.45% | −55−1.9% | 減碼 |
| Strong Tower Advisory Services | 2,940 | $267.0 萬 | 0.66% | +68+2.4% | 加碼 |
| Ameriflex Group, Inc. | 2,825 | $267.1 萬 | 1.09% | +20+0.7% | 加碼 |
| Leonard Rickey Investment Advisors P.L.L.C. | 2,729 | $267.2 萬 | 0.58% | −313−10.3% | 減碼 |
| Camarda Financial Advisors, LLC | 2,827 | $267.4 萬 | 1.21% | −138−4.7% | 減碼 |
| Core Wealth Partners LLC | 2,828 | $267.4 萬 | 1.56% | +159+6.0% | 加碼 |
| Armis Advisers, LLC | 2,767 | $268.8 萬 | 0.25% | +1,806+187.9% | 加碼 |
| Vista Capital Partners, Inc. | 2,847 | $269.3 萬 | 0.33% | −35−1.2% | 減碼 |
| Grandview Asset Management LLC | 2,867 | $271.1 萬 | 1.03% | +22+0.8% | 加碼 |
| Main Street Financial Solutions, LLC | 2,870 | $271.4 萬 | 0.24% | −971−25.3% | 減碼 |
| WT Wealth Management | 2,872 | $271.6 萬 | 0.88% | −128−4.3% | 減碼 |
| Retirement Guys Formula LLC | 2,874 | $271.8 萬 | 1.35% | +236+8.9% | 加碼 |
| Patrick Mauro Investment Advisor, INC. | 2,874 | $271.8 萬 | 1.49% | −89−3.0% | 減碼 |
| Guyasuta Investment Advisors Inc | 2,879 | $272.3 萬 | 0.18% | −3−0.1% | 減碼 |
| PDS Planning, Inc | 2,882 | $272.6 萬 | 0.23% | +238+9.0% | 加碼 |
| Independent Investors Inc | 2,890 | $273.3 萬 | 0.58% | 00.0% | 不變 |
| Bridge Creek Capital Management LLC | 2,896 | $273.9 萬 | 0.86% | −60−2.0% | 減碼 |
| TD Private Client Wealth LLC | 2,901 | $274.3 萬 | 0.08% | +96+3.4% | 加碼 |
| Drake & Associates, LLC | 2,901 | $274.4 萬 | 0.77% | +522+21.9% | 加碼 |
| My Legacy Advisors, LLC | 2,902 | $274.5 萬 | 1.06% | +309+11.9% | 加碼 |
| Kovack Advisors, Inc. | 2,906 | $274.9 萬 | 0.29% | −1,843−38.8% | 減碼 |
| D.B. Root & Company, LLC | 2,907 | $275.0 萬 | 0.89% | −92−3.1% | 減碼 |
| CNB Bank | 2,914 | $275.6 萬 | 1.40% | −69−2.3% | 減碼 |
| West Coast Financial LLC | 2,916 | $275.7 萬 | 0.31% | −599−17.0% | 減碼 |
| Concord Asset Management, LLC | 2,827 | $275.9 萬 | 0.61% | −1,496−34.6% | 減碼 |
| Greenline Partners, LLC | 2,937 | $277.8 萬 | 0.40% | +15+0.5% | 加碼 |
| Busey Wealth Management | 2,938 | $277.9 萬 | 0.09% | −145−4.7% | 減碼 |
| Chemistry Wealth Management LLC | 2,939 | $278.0 萬 | 0.65% | −22−0.7% | 減碼 |
| Financial Network Wealth Management LLC | 2,948 | $278.8 萬 | 0.98% | +10.0% | 加碼 |
| Graves-Light Private Wealth Management, Inc. | 2,950 | $279.0 萬 | 0.34% | −76−2.5% | 減碼 |
| Forza Wealth Management, LLC | 2,953 | $279.3 萬 | 1.26% | −127−4.1% | 減碼 |
| Cornell Pochily Investment Advisors, Inc. | 2,962 | $280.1 萬 | 0.98% | −3−0.1% | 減碼 |
| Channel Wealth LLC | 2,970 | $280.9 萬 | 0.87% | −42−1.4% | 減碼 |
| Icon Wealth Advisors, LLC | 2,970 | $280.9 萬 | 0.23% | +56+1.9% | 加碼 |
| Anb Bank | 2,978 | $281.7 萬 | 1.26% | −308−9.4% | 減碼 |
| Alerus Financial NA | 2,978 | $281.7 萬 | 0.23% | +2,178+272.3% | 加碼 |
| Wellspring Financial Advisors, LLC | 2,981 | $281.8 萬 | 0.31% | +71+2.4% | 加碼 |
| Exchange Capital Management, Inc. | 2,992 | $283.0 萬 | 0.46% | +527+21.4% | 加碼 |
| Roman Butler Fullerton & Co | 2,898 | $283.1 萬 | 1.10% | −84−2.8% | 減碼 |
| SevenBridge Financial Group, LLC | 2,786 | $283.1 萬 | 0.56% | +1,294+86.7% | 加碼 |
| Tower Trust & Investment Co | 2,847 | $283.1 萬 | 2.28% | +2,847 | 新進 |
| SRN Advisors, LLC | 2,995 | $283.3 萬 | 3.18% | −86−2.8% | 減碼 |
| Supplemental Annuity Collective Trust of NJ | 3,000 | $283.7 萬 | 0.89% | 00.0% | 不變 |
| Waycross Partners, LLC | 3,000 | $283.7 萬 | 0.32% | 00.0% | 不變 |
| Ballast, Inc. | 3,005 | $284.2 萬 | 0.80% | +54+1.8% | 加碼 |
| BBR Partners, LLC | 3,015 | $285.1 萬 | 0.20% | −151−4.8% | 減碼 |
| GLOBALT Investments LLC | 3,015 | $285.2 萬 | 0.12% | −695−18.7% | 減碼 |
| Mark Sheptoff Financial Planning, LLC | 3,016 | $285.2 萬 | 1.57% | 00.0% | 不變 |
| Advisor OS, LLC | 3,030 | $286.6 萬 | 0.33% | +224+8.0% | 加碼 |
| Commonwealth Financial Services, LLC | 3,031 | $286.7 萬 | 0.59% | −3−0.1% | 減碼 |
| CHB Investment Group, LLC | 3,033 | $286.9 萬 | 1.53% | +10+0.3% | 加碼 |
| Whitener Capital Management, Inc. | 3,040 | $287.5 萬 | 0.81% | +150+5.2% | 加碼 |
| FWL Investment Management, LLC | 3,054 | $288.8 萬 | 1.07% | −30−1.0% | 減碼 |
| New Millennium Group LLC | 3,058 | $289.2 萬 | 1.90% | −144−4.5% | 減碼 |
| GenTrust, LLC | 3,060 | $289.4 萬 | 0.14% | −106−3.3% | 減碼 |
| Money Concepts Capital Corp | 3,061 | $289.5 萬 | 0.22% | −64−2.0% | 減碼 |
| Linden Thomas Advisory Services, LLC | 3,062 | $289.6 萬 | 0.37% | +227+8.0% | 加碼 |
| Apella Capital, LLC | 3,005 | $290.1 萬 | 0.10% | +55+1.9% | 加碼 |
| Klingman & Associates, LLC | 3,068 | $290.2 萬 | 0.18% | −19−0.6% | 減碼 |
| Mitchell McLeod Pugh & Williams Inc | 3,071 | $290.5 萬 | 0.60% | +11+0.4% | 加碼 |
| Western Financial Corp | 3,072 | $290.5 萬 | 1.69% | +529+20.8% | 加碼 |
| BigSur Wealth Management LLC | 3,083 | $291.6 萬 | 0.79% | −427−12.2% | 減碼 |
| Lakeshore Capital Group, Inc. | 3,093 | $292.5 萬 | 2.82% | +68+2.2% | 加碼 |
| Capital Performance Advisors LLP | 3,094 | $292.6 萬 | 0.64% | +1,794+138.0% | 加碼 |
| Alberta Investment Management Corp | 3,100 | $293.2 萬 | 0.02% | +400+14.8% | 加碼 |
| Caldwell Sutter Capital, Inc. | 3,104 | $293.6 萬 | 1.40% | −113−3.5% | 減碼 |
| Truvestments Capital LLC | 3,105 | $293.7 萬 | 0.64% | −189−5.7% | 減碼 |
| Solidarilty Wealth, LLC | 3,108 | $293.9 萬 | 0.72% | +2,213+247.3% | 加碼 |
| Norden Group LLC | 3,111 | $294.3 萬 | 0.34% | −49−1.6% | 減碼 |
| NBC Securities, Inc. | 3,111 | $294.3 萬 | 0.25% | +3,108+103,600.0% | 加碼 |
| RNC Capital Management LLC | 3,114 | $294.5 萬 | 0.15% | −151−4.6% | 減碼 |
| Strategic Financial Services, Inc, | 3,116 | $294.7 萬 | 0.17% | +12+0.4% | 加碼 |
| Capital Investment Advisory Services, LLC | 3,118 | $294.9 萬 | 0.26% | +556+21.7% | 加碼 |
| Hudson Canyon Capital Management | 3,125 | $295.6 萬 | 2.08% | −228−6.8% | 減碼 |
| Natural Investments, LLC | 3,127 | $295.7 萬 | 0.84% | +50+1.6% | 加碼 |
| Seneschal Advisors, LLC | 3,131 | $296.1 萬 | 2.54% | −128−3.9% | 減碼 |
| Transcend Wealth Collective, LLC | 3,137 | $296.7 萬 | 0.21% | −30−0.9% | 減碼 |
| Wealth Management Partners, LLC | 3,139 | $296.9 萬 | 1.38% | +14+0.4% | 加碼 |
| Advisory Alpha, LLC | 3,141 | $297.1 萬 | 0.10% | +26+0.8% | 加碼 |