Who Owns Costco Wholesale Corp (DFEV)? -- Institutional Holders (2026-06-30)

304 institutions reported holding $1.55B of Costco Wholesale Corp (DFEV) in SEC 13F filings for 2026-06-30. Largest institutional holders: JONES FINANCIAL COMPANIES LLLP ($120.6M), Asset Dedication, LLC ($105.4M), RITHOLTZ WEALTH MANAGEMENT ($62.3M), Root Financial Partners, LLC ($54.1M), Vise Technologies, Inc. ($53.8M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1JONES FINANCIAL COMPANIES LLLP$120.6M2.9MAdded
2Asset Dedication, LLC$105.4M2.5MTrimmed
3RITHOLTZ WEALTH MANAGEMENT$62.3M1.5MAdded
4Root Financial Partners, LLC$54.1M1.3MAdded
5Vise Technologies, Inc.$53.8M1.3MAdded
6Savant Capital, LLC$43.9M1.1MAdded
7RAYMOND JAMES FINANCIAL INC$43.7M1.0MAdded
8HighTower Advisors, LLC$41.7M978,026Added
9B&D White Capital Company, LLC$34.5M807,853Added
10Beacon Pointe Advisors, LLC$32.1M751,387Added
11Sensible Money, LLC$31.9M748,053Trimmed
12FMR LLC$29.9M701,652Trimmed
13True Wealth Design, LLC$29.6M694,242Trimmed
14Marquette Asset Management, LLC$28.7M673,678Trimmed
15Family Investment Center, Inc.$25.8M604,094Added
16Janney Montgomery Scott LLC$25.2M590,477Added
17Evanson Financial, LLC$24.7M579,631New
18NorthAvenue LLC$23.0M538,310Trimmed
19Cambridge Financial Group, LLC$21.6M505,917Trimmed
20Index Fund Advisors, Inc.$21.4M501,178Added
21EAGLE WEALTH STRATEGIES LLC$20.6M483,697Trimmed
22Alesco Advisors LLC$19.9M467,149Added
23Strata Wealth Advisors, LLC$19.4M455,010Added
24Penserra Capital Management LLC$17.6M411,618Trimmed
25Royal Bank of Canada$15.8M370,885Added

来源：SEC 13F 申报文件 · 截至 2026-06-30