Institutional Ownership Goldman Sachs Group Inc (GS)
This table provides information about the institutional ownership of Goldman Sachs Group Inc (GS). We have compiled data on the 3,131 institutions that hold shares in the stock, with a total of 218 Million shares, which have been reported (via 13F filing form) to have a value of $169 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Clifford Swan Investment Counsel LLC
|
Nov 10, 2025 Q3 2025 |
13,970
shares
|
$10.8 Million
0.39% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
13,943
shares
|
$10.8 Million
0.17% of portfolio
|
Q3 2025
Added 24.39%
|
|
|
Crestwood Advisors Group LLC
|
Nov 07, 2025 Q3 2025 |
13,910
shares
|
$10.8 Million
0.19% of portfolio
|
Q3 2025
Added 0.96%
|
|
|
New Mexico Educational Retirement Board
|
Dec 15, 2025 Q3 2025 |
13,889
shares
|
$10.8 Million
0.34% of portfolio
|
Q3 2025
Reduced 5.45%
|
|
|
Park Avenue Securities LLC
|
Jan 05, 2026 Q4 2025 |
13,885
shares
|
$10.8 Million
0.1% of portfolio
|
Q4 2025
Added 5.67%
|
|
|
Bell & Brown Wealth Advisors, LLC
|
Nov 07, 2025 Q3 2025 |
13,847
shares
|
$10.7 Million
3.64% of portfolio
|
Q3 2025
Reduced 3.13%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Nov 10, 2025 Q3 2025 |
13,832
shares
|
$10.7 Million
0.26% of portfolio
|
Q3 2025
Added 8.85%
|
|
|
Pegasus Asset Management, Inc.
|
Nov 03, 2025 Q3 2025 |
13,828
shares
|
$10.7 Million
3.64% of portfolio
|
Q3 2025
Added 0.35%
|
|
|
Meritage Portfolio Management
|
Oct 27, 2025 Q3 2025 |
13,802
shares
|
$10.7 Million
0.75% of portfolio
|
Q3 2025
Reduced 9.2%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
13,782
shares
|
$10.7 Million
0.05% of portfolio
|
Q3 2025
Added 70.61%
|
|
|
Bard Financial Services, Inc.
|
Oct 17, 2025 Q3 2025 |
13,740
shares
|
$10.7 Million
1.24% of portfolio
|
Q3 2025
Reduced 1.79%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
13,729
shares
|
$10.6 Million
0.08% of portfolio
|
Q1 2025
Reduced 3.76%
|
|
|
Patton Albertson Miller Group, LLC
|
Nov 03, 2025 Q3 2025 |
13,616
shares
|
$10.6 Million
1.33% of portfolio
|
Q3 2025
Reduced 0.53%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
13,377
shares
|
$10.4 Million
1.92% of portfolio
|
Q3 2025
Reduced 0.48%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
13,369
shares
|
$10.4 Million
0.02% of portfolio
|
Q3 2025
Added 13.07%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
13,367
shares
|
$10.4 Million
0.18% of portfolio
|
Q3 2025
Reduced 1.18%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
13,341
shares
|
$10.3 Million
1.06% of portfolio
|
Q3 2022
Added 1.41%
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Jan 15, 2026 Q4 2025 |
13,245
shares
|
$10.3 Million
1.41% of portfolio
|
Q4 2025
Added 1.66%
|
|
|
Assenagon Asset Management S.A.
|
Jan 09, 2026 Q4 2025 |
13,215
shares
|
$10.2 Million
0.02% of portfolio
|
Q4 2025
Reduced 5.16%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
13,184
shares
|
$10.2 Million
0.06% of portfolio
|
Q2 2025
Added 95.12%
|
|
|
Adams Asset Advisors, LLC
|
Jan 14, 2026 Q4 2025 |
13,142
shares
|
$10.2 Million
1.59% of portfolio
|
Q3 2025
Reduced 12.19%
|
|
|
Equitable Trust CO
|
Nov 10, 2025 Q3 2025 |
13,140
shares
|
$10.2 Million
0.5% of portfolio
|
Q3 2025
Reduced 0.82%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Nov 03, 2025 Q3 2025 |
13,133
shares
|
$10.2 Million
1.59% of portfolio
|
Q3 2025
Added 1.37%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
13,119
shares
|
$10.2 Million
0.14% of portfolio
|
Q3 2025
Reduced 1.58%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
13,027
shares
|
$10.1 Million
0.14% of portfolio
|
Q3 2024
Reduced 1.93%
|
|