GS · Company research
Goldman Sachs Group Inc. (GS): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
80records availableFinancial Services
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| Tompkins Financial Corporation | 1005817 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 500 | 450180000 | — | — | — | Oct 5, 2026 | SEC_13F_HR |
| Park National Corporation | 805676 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 474 | 426771000 | — | — | — | Oct 5, 2026 | SEC_13F_HR |
| First Financial Corporation Common Stock | 714562 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 23 | 20708 | — | — | — | Oct 13, 2026 | SEC_13F_HR |
| Orrstown Financial Services Inc | 826154 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 757 | 681573 | — | — | — | Oct 14, 2026 | SEC_13F_HR |
| First Financial Corporation | 714562 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 23 | 20708 | — | — | — | Oct 13, 2026 | SEC_13F_HR |
| City State Bank | 1910666 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1197 | 1210610 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| RH Tailwind Management, LLC | 2065331 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 30000 | 30341100 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Old Mission Investment Co LLC | 2149839 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1769 | 1788971 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Limestone Investment Advisors LP | 2075597 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11600 | 11731892 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| HALL CAPITAL MANAGEMENT CO INC | 1122490 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 277 | 280149 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| CHICAGO TRUST Co NA | 1601539 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 881 | 891016 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Sovereign Investment Advisors, LLC | 1908165 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 410 | 414662 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| BEACON FINANCIAL GROUP | 1591379 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 623 | 630084 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| PMG Family Office LLC | 2102299 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 204 | 206319 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Targeted Financial Services LLC | 1758288 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 391 | 395445 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Crossmark Global Holdings, Inc. | 1539204 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15056 | 15227187 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| State of Tennessee, Department of Treasury | 1587973 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 106910 | 108125567 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Beacon Financial Advisory LLC | 1800502 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2111 | 2135002 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| SMITH, MOORE & CO. | 200724 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1163 | 1175833 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| MinichMacGregor Wealth Management, LLC | 1744318 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 456 | 461302 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Princeton Global Asset Management LLC | 1767349 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2047 | 2070278 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| New Covenant Trust Company, N.A. | 2023097 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 470 | 475344 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Axxion S.A. | 2030181 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3596 | 3636887 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC | 885415 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 325 | 328695 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Imprint Wealth LLC | 1972653 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9 | 9102 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Davis Capital Management | 1811806 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7 | 7080 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Americana Partners, LLC | 1797678 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8785 | 8885043 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| VALICENTI ADVISORY SERVICES INC | 1080201 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3466 | 3505 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| TRAPHAGEN INVESTMENT ADVISORS LLC | 2023380 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10138 | 10253430 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| WBH ADVISORY INC | 1259671 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 980 | 991143 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Legacy Financial Advisors, Inc. | 1730810 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1757 | 1776916 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| LifeWealth Investments, LLC | 2033794 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 701 | 709000 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| PRELUDE CAPITAL MANAGEMENT, LLC | 1387508 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2448 | 2475834 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Larson Financial Group LLC | 1731061 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 300 | 3 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| HARTFORD INVESTMENT MANAGEMENT CO | 922439 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16317 | 16502524 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| INDEPENDENT FINANCIAL GROUP, LLC | 275484 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7150 | 7230841 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| Cohen Klingenstein LLC | 1453620 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3600 | 3640932 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| Laurion Capital Management LP | 1390202 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 26200 | 26497894 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| MONETA GROUP INVESTMENT ADVISORS LLC | 1120927 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4443 | 4493170 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Harvest Portfolios Group Inc. | 1923739 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5962 | 6029788 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| SHAKER INVESTMENTS LLC/OH | 1009005 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3620 | 3661159 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| Quantum Portfolio Management LLC | 2003672 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 385 | 389377 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| JPMORGAN CHASE & CO | 19617 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5416495 | 5525962806 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| First City Capital Management, Inc. | 1427350 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 818 | 827301 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Souders Financial Advisors | 1811240 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2485 | 2513281 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| XY Planning Network, Inc. | 1873438 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 205 | 206839 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| CDM FINANCIAL COUNSELING SERVICES, INC. | 2107537 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 434 | 438934 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| GODSEY & GIBB, INC | 887402 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20 | 20228 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| BARLOW WEALTH PARTNERS, LLC | 1999928 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 286 | 294477 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Cardinal Point Capital Management ULC | 1950841 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1414 | 1430077 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| CONWAY CAPITAL MANAGEMENT, INC. | 2044929 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 250 | 252843 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| LEE JOHNSON CAPITAL MANAGEMENT, LLC | 1674836 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5524 | 5586808 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Plancorp, LLC | 1599579 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1317 | 1377884 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| ANCHOR CAPITAL ADVISORS LLC | 813933 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 23938 | 24210161 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Pacific Center for Financial Services | 1698222 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 125 | 126342 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Gryphon Financial Partners LLC | 1729094 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1704 | 1723815 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | 1666613 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 500 | 505685 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| Auxano Advisors, LLC | 1811491 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 679 | 686721 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Legend Capital Advisors LLC | 2111719 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 587 | 593674 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| PATRON PARTNERS, LLC | 1841768 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1564 | 1581680 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Cohen Investment Advisors LLC | 1845081 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7959 | 8049494 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| SALEM INVESTMENT COUNSELORS INC | 884423 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6558 | 6632565 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| DekaBank Deutsche Girozentrale | 1456228 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 124880 | 105260 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Align Financial, LLC | 2089183 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4 | 4045 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| BLUE SQUARE ASSET MANAGEMENT, LLC | 1769578 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6979 | 7058441 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Hudson Capital Management LLC | 1727342 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 453 | 458151 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| KLINGENSTEIN FIELDS & CO LP | 859872 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 48713 | 49266867 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Wall Street Financial Group, Inc. | 2019337 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 385 | 389377 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Y-Intercept (Hong Kong) Ltd | 1772875 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20642 | 20876700 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Bragg Financial Advisors, Inc | 1327055 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2045 | 2068252 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| ORLEANS CAPITAL MANAGEMENT CORP/LA | 1013234 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5263 | 5322840 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Westside Investment Management, Inc. | 1538383 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 122 | 123387 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | 1367401 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 21521 | 21765694 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Cromwell Holdings LLC | 1894712 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 572 | 578504 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Trust Co | 1632554 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 52 | 52591 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| Lombard Odier Asset Management (Switzerland) SA | 1535660 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 26321 | 26620270 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| AVISO WEALTH MANAGEMENT | 2011802 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5252 | 5312621 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Birnam Oak Advisors, LP | 1997245 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1000 | 1011370 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Marble Harbor Investment Counsel, LLC | 1387130 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 671 | 678629 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| HCR Wealth Advisors | 1697715 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2413 | 2440630 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.