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 3,110 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 |
|---|---|---|---|---|---|
|
Planned Solutions, Inc.
|
Oct 23, 2025 Q3 2025 |
600
shares
|
$465,335
0.18% of portfolio
|
Q2 2024
Reduced 20.0%
|
|
|
Unison Asset Management LLC
|
Nov 13, 2025 Q3 2025 |
600
shares
|
$465,335
0.22% of portfolio
|
Q4 2023
New holding
|
|
|
South Street Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
600
shares
|
$465,335
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
Nov 12, 2025 Q3 2025 |
600
shares
|
$465,335
0.16% of portfolio
|
Q2 2025
Reduced 57.14%
|
|
|
B&L Asset Management LLC
Boston, MA |
Oct 22, 2025 Q3 2025 |
600
shares
|
$465,335
0.24% of portfolio
|
Q2 2025
Added 20.0%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Nov 14, 2025 Q3 2025 |
598
shares
|
$463,784
0.03% of portfolio
|
Q3 2025
Added 2.05%
|
|
|
Marino, Stram & Associates LLC
|
Nov 03, 2025 Q3 2025 |
596
shares
|
$462,233
0.09% of portfolio
|
Q3 2025
Added 33.04%
|
|
|
Sharp Financial Services, LLC
Horsham, PA |
Oct 27, 2025 Q3 2025 |
595
shares
|
$461,458
0.26% of portfolio
|
Q3 2025
Reduced 7.75%
|
|
|
Portus Wealth Advisors, LLC
Charlotte, NC |
Nov 20, 2025 Q3 2025 |
593
shares
|
$459,907
0.47% of portfolio
|
Q3 2025
New holding
|
|
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
Nov 12, 2025 Q3 2025 |
590
shares
|
$457,580
0.14% of portfolio
|
Q3 2025
Added 2.25%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Nov 05, 2025 Q3 2025 |
590
shares
|
$457,580
0.32% of portfolio
|
Q2 2025
Added 1.2%
|
|
|
Hamilton Wealth, LLC
|
Nov 14, 2025 Q3 2025 |
589
shares
|
$456,804
0.11% of portfolio
|
Q2 2025
Added 5.37%
|
|
|
Old Point Trust & Financial Services N A
|
Oct 08, 2025 Q3 2025 |
588
shares
|
$456,029
0.15% of portfolio
|
Q4 2024
Reduced 1.67%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Oct 27, 2025 Q3 2025 |
588
shares
|
$456,029
0.02% of portfolio
|
Q3 2025
Added 2.98%
|
|
|
First Merchants Corp
|
Oct 22, 2025 Q3 2025 |
587
shares
|
$455,253
0.03% of portfolio
|
Q3 2025
Reduced 10.93%
|
|
|
Lyell Wealth Management, LP
|
Nov 06, 2025 Q3 2025 |
587
shares
|
$455,253
0.04% of portfolio
|
Q2 2025
Reduced 14.56%
|
|
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
Nov 13, 2025 Q3 2025 |
587
shares
|
$455,253
0.15% of portfolio
|
Q3 2025
Added 10.13%
|
|
|
Accent Capital Management, LLC
Dayton, OH |
Nov 12, 2025 Q3 2025 |
586
shares
|
$454,478
0.2% of portfolio
|
Q1 2025
Added 6.55%
|
|
|
Tfc Financial Management
|
Oct 24, 2025 Q3 2025 |
583
shares
|
$452,151
0.06% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
582
shares
|
$451,375
0.02% of portfolio
|
Q4 2022
Reduced 8.35%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
582
shares
|
$451,375
0.02% of portfolio
|
Q4 2022
Reduced 8.35%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
578
shares
|
$448,273
0.06% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Viawealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
577
shares
|
$447,498
0.25% of portfolio
|
Q3 2025
Added 9.07%
|
|
|
Waterway Wealth Management, LLC
The Woodlands, TX |
Nov 06, 2025 Q3 2025 |
576
shares
|
$446,722
0.11% of portfolio
|
Q2 2025
Reduced 26.25%
|
|
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
Nov 05, 2025 Q3 2025 |
576
shares
|
$446,722
0.3% of portfolio
|
Q2 2025
New holding
|
|