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 3,129 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 |
|---|---|---|---|---|---|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
381
shares
|
$295,488
0.16% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Kfa Private Wealth Group, LLC
|
Jan 07, 2026 Q4 2025 |
380
shares
|
$294,712
0.07% of portfolio
|
Q4 2025
Added 0.26%
|
|
|
Edge Wealth Management LLC
|
Jan 12, 2026 Q4 2025 |
380
shares
|
$294,712
0.06% of portfolio
|
Q4 2025
Added 0.26%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
380
shares
|
$294,712
0.06% of portfolio
|
Q4 2023
Added 26.67%
|
|
|
Innova Wealth Partners
|
Jan 07, 2026 Q4 2025 |
379
shares
|
$293,937
0.15% of portfolio
|
Q4 2025
New holding
|
|
|
Moller Financial Services
|
Jan 08, 2026 Q4 2025 |
379
shares
|
$293,937
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Abacus Planning Group, Inc.
|
Oct 21, 2025 Q3 2025 |
378
shares
|
$293,161
0.05% of portfolio
|
Q3 2025
Reduced 4.79%
|
|
|
Sky Oak Wealth, LLC
|
Oct 23, 2025 Q3 2025 |
378
shares
|
$293,161
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Traub Capital Management LLC
Needham, MA |
Oct 30, 2025 Q3 2025 |
376
shares
|
$291,610
0.3% of portfolio
|
Q3 2025
Reduced 25.4%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
375
shares
|
$290,835
0.2% of portfolio
|
Q4 2024
Reduced 42.31%
|
|
|
Massachusetts Wealth Management
North Andover, MA |
Oct 20, 2025 Q3 2025 |
375
shares
|
$290,835
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Wp Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
373
shares
|
$289,283
0.08% of portfolio
|
Q3 2025
Added 0.54%
|
|
|
Financial Consulate, Inc
|
Oct 20, 2025 Q3 2025 |
373
shares
|
$289,283
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
372
shares
|
$288,508
0.01% of portfolio
|
Q4 2023
Reduced 0.8%
|
|
|
Indiana Trust & Investment Management CO
|
Oct 17, 2025 Q3 2025 |
370
shares
|
$286,957
0.09% of portfolio
|
Q1 2025
Reduced 2.63%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
370
shares
|
$286,957
0.08% of portfolio
|
Q2 2022
Added 85.0%
|
|
|
Boston Family Office LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
370
shares
|
$286,957
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Howard Financial Services, Ltd.
|
Jan 12, 2026 Q4 2025 |
368
shares
|
$285,406
0.03% of portfolio
|
Q1 2025
Added 2.79%
|
|
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
Feb 14, 2025 Q4 2024 |
368
shares
|
$285,406
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Nov 10, 2025 Q3 2025 |
368
shares
|
$285,406
0.05% of portfolio
|
Q3 2025
Added 2.22%
|
|
|
Fusion Capital, LLC
|
Nov 05, 2025 Q3 2025 |
367
shares
|
$284,630
0.09% of portfolio
|
Q3 2025
Added 3.97%
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Oct 27, 2025 Q3 2025 |
365
shares
|
$283,079
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Howard Capital Management Group, LLC
|
Oct 16, 2025 Q3 2025 |
364
shares
|
$282,303
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Triumph Capital Management
|
Dec 23, 2025 Q3 2025 |
364
shares
|
$282,303
0.09% of portfolio
|
Q2 2025
Added 14.56%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
362
shares
|
$280,752
0.0% of portfolio
|
Q3 2025
Added 10.7%
|
|