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 2,853 institutions that hold shares in the stock, with a total of 255 Million shares, which have been reported (via 13F filing form) to have a value of $180 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
50
shares
|
$35,292
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
50
shares
|
$35,292
0.01% of portfolio
|
Q1 2024
Reduced 3.85%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
50
shares
|
$35,292
0.01% of portfolio
|
Q2 2025
Reduced 13.79%
|
|
|
Avenir Tech LTD
Hong Kong, K3 |
May 15, 2025 Q1 2025 |
50
shares
|
$35,292
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Asset Planning,Inc
Cypress, CA |
May 08, 2025 Q1 2025 |
50
shares
|
$35,292
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
48
shares
|
$33,880
0.01% of portfolio
|
Q1 2025
Reduced 23.81%
|
|
|
Plante Moran Financial Advisors, LLC
|
May 08, 2025 Q1 2025 |
46
shares
|
$32,468
0.0% of portfolio
|
Q4 2024
Reduced 52.08%
|
|
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
May 13, 2025 Q1 2025 |
45
shares
|
$31,762
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
45
shares
|
$31,762
0.01% of portfolio
|
Q4 2024
Added 9.76%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
45
shares
|
$31,762
0.0% of portfolio
|
Q4 2024
Added 28.57%
|
|
|
Ogorek Anthony Joseph
|
May 09, 2025 Q1 2025 |
44
shares
|
$31,056
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Binnacle Investments Inc
Urbandale, IA |
May 13, 2025 Q1 2025 |
42
shares
|
$29,645
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
40
shares
|
$28,233
0.01% of portfolio
|
Q2 2025
Reduced 54.02%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
40
shares
|
$28,233
0.01% of portfolio
|
Q1 2025
Added 60.0%
|
|
|
Quest Partners LLC
New York, NY |
May 14, 2025 Q1 2025 |
40
shares
|
$28,233
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Compass Planning Associates Inc
Greenfield, MA |
Apr 14, 2025 Q1 2025 |
40
shares
|
$28,233
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
May 14, 2025 Q1 2025 |
38
shares
|
$26,821
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
38
shares
|
$26,821
0.01% of portfolio
|
Q2 2025
Added 1800.0%
|
|
|
Albion Financial Group
|
Jul 17, 2025 Q2 2025 |
37
shares
|
$26,116
0.0% of portfolio
|
Q4 2024
Added 12.12%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
36
shares
|
$25,410
0.02% of portfolio
|
Q1 2025
Added 28.57%
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
35
shares
|
$24,704
0.01% of portfolio
|
Q1 2021
New holding
|
|
|
Bay Harbor Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
35
shares
|
$24,704
0.01% of portfolio
|
Q1 2025
Added 20.69%
|
|
|
First Community Trust Na
|
Jul 07, 2025 Q2 2025 |
34
shares
|
$23,998
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Copeland Capital Management, LLC
|
Apr 24, 2025 Q1 2025 |
34
shares
|
$23,998
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Clean Yield Group
|
Jul 17, 2025 Q2 2025 |
34
shares
|
$23,998
0.01% of portfolio
|
Q2 2025
New holding
|