We are live on ! Find out more
COST icon

Costco

Name Holding Trade Value Shares
Change
Change in
Stake
TFA
2001
Transamerica Financial Advisors
Florida
$1K +$297 +1 New
AIA
2002
Arcadia Investment Advisors
Idaho
$813
SHWM
2003
Silicon Hills Wealth Management
Texas
$28 +$892 +3 New
PI
2004
PGGM Investments
Netherlands
-$141M -491,000 Closed
Balyasny Asset Management
2005
Balyasny Asset Management
Illinois
-$25.1M -87,235 Closed
Arrowstreet Capital
2006
Arrowstreet Capital
Massachusetts
-$17.4M -60,275 Closed
JIM
2007
Jupiter Investment Management
United Kingdom
-$15.3M -53,212 Closed
VCM
2008
Voleon Capital Management
California
-$11.5M -40,000 Closed
SCM
2009
Stevens Capital Management
Pennsylvania
-$11.4M -39,560 Closed
TI
2010
Trexquant Investment
Connecticut
-$7.91M -27,441 Closed
BCM
2011
Bayesian Capital Management
New York
-$5.74M -19,930 Closed
Alyeska Investment Group
2012
Alyeska Investment Group
Illinois
-$4.76M -16,507 Closed
MSDF
2013
Michael & Susan Dell Foundation
New York
-$3.43M -11,891 Closed
TSS
2014
Two Sigma Securities
New York
-$3.53M -11,890 Closed
TCM
2015
Tuttle Capital Management
Connecticut
-$3.44M -11,684 Closed
SC
2016
Samlyn Capital
New York
-$3.03M -10,520 Closed
DF
2017
Donoghue Forlines
Massachusetts
-$2.4M -8,346 Closed
BCM
2018
Bridgeway Capital Management
Texas
-$2.36M -8,200 Closed
HF
2019
HRT Financial
New York
-$1.51M -5,258 Closed
USAA
2020
United Services Automobile Association
Texas
-$1.21M -4,187 Closed
GSWM
2021
Golden State Wealth Management
California
-$1.11M -3,866 Closed
FMT
2022
First Mercantile Trust
Tennessee
-$1.09M -3,792 Closed
VAS
2023
Vestmark Advisory Solutions
Massachusetts
-$952K -3,304 Closed
NMC
2024
Nine Masts Capital
Hong Kong
-$946K -3,184 Closed
TA
2025
Thor Advisors
New York
-$791K -2,744 Closed