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 2,947 institutions that hold shares in the stock, with a total of 254 Million shares, which have been reported (via 13F filing form) to have a value of $202 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Aries Wealth Management
|
Jul 28, 2025 Q2 2025 |
644
shares
|
$511,477
0.12% of portfolio
|
Q3 2022
New holding
|
|
|
Optimize Financial Inc
Laguna Hills, CA |
Aug 13, 2025 Q2 2025 |
643
shares
|
$510,683
0.28% of portfolio
|
Q2 2025
Reduced 0.62%
|
|
|
1 St Source Bank
|
Aug 07, 2025 Q2 2025 |
642
shares
|
$509,889
0.03% of portfolio
|
Q2 2025
Reduced 1.68%
|
|
|
Tsfg, LLC
|
Aug 05, 2025 Q2 2025 |
641
shares
|
$509,095
0.08% of portfolio
|
Q2 2025
Reduced 3.61%
|
|
|
3 Chopt Investment Partners, LLC
Richmond, VA |
Jul 24, 2025 Q2 2025 |
640
shares
|
$508,300
0.11% of portfolio
|
Q2 2025
Added 5.79%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Aug 13, 2025 Q2 2025 |
638
shares
|
$506,712
0.02% of portfolio
|
Q2 2025
Reduced 4.2%
|
|
|
Nelson Capital Management, LLC
|
Jul 23, 2025 Q2 2025 |
637
shares
|
$505,918
0.06% of portfolio
|
Q2 2025
Reduced 7.28%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jul 16, 2025 Q2 2025 |
636
shares
|
$505,123
0.19% of portfolio
|
Q2 2025
Added 10.03%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Aug 04, 2025 Q2 2025 |
635
shares
|
$504,329
0.06% of portfolio
|
Q2 2025
Added 4.96%
|
|
|
Berry Wealth Group, LP
Granbury, TX |
Aug 13, 2025 Q2 2025 |
634
shares
|
$503,535
0.31% of portfolio
|
Q2 2025
Reduced 7.04%
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
633
shares
|
$502,741
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Bingham Private Wealth, LLC
San Francisco, CA |
Jul 23, 2025 Q2 2025 |
633
shares
|
$502,741
0.43% of portfolio
|
Q2 2025
Reduced 5.38%
|
|
|
Meadow Creek Wealth Advisors LLC
|
Jul 30, 2025 Q2 2025 |
632
shares
|
$501,947
0.31% of portfolio
|
Q2 2025
Added 6.04%
|
|
|
Baron Wealth Management LLC
Troy, MI |
Jul 09, 2025 Q2 2025 |
632
shares
|
$501,947
0.16% of portfolio
|
Q2 2025
Added 27.94%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
631
shares
|
$501,152
0.08% of portfolio
|
Q2 2025
Added 4.64%
|
|
|
Bank Ozk
|
Aug 12, 2025 Q2 2025 |
631
shares
|
$501,152
0.18% of portfolio
|
Q4 2024
Reduced 9.21%
|
|
|
Oxler Private Wealth LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
631
shares
|
$501,152
0.16% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
B Long Financial, LLC
Memphis, TN |
Aug 13, 2025 Q2 2025 |
630
shares
|
$500,358
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jul 14, 2025 Q2 2025 |
629
shares
|
$499,564
0.13% of portfolio
|
Q2 2025
Added 17.35%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Aug 11, 2025 Q2 2025 |
629
shares
|
$499,564
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Abbot Financial Management, Inc.
North Andover, MA |
Aug 14, 2025 Q2 2025 |
628
shares
|
$498,770
0.21% of portfolio
|
Q2 2025
Added 5.02%
|
|
|
Birch Hill Investment Advisors LLC
|
Jul 30, 2025 Q2 2025 |
625
shares
|
$496,387
0.02% of portfolio
|
Q2 2024
Reduced 0.79%
|
|
|
Prudent Man Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
625
shares
|
$496,387
0.14% of portfolio
|
Q2 2025
Added 31.86%
|
|
|
W Advisors, LLC
Germantown, TN |
Aug 07, 2025 Q2 2025 |
624
shares
|
$495,593
0.26% of portfolio
|
Q1 2025
Reduced 2.04%
|
|
|
Spartan Planning & Wealth Management
Greensboro, NC |
Jul 17, 2025 Q2 2025 |
623
shares
|
$494,799
0.39% of portfolio
|
Q2 2025
New holding
|