GOLDMAN SACHS GROUP INC (GS)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
147
Reporting holders
$756.2M
Reported value
0.1%
Calls
0.0%
Puts
-3,046
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| CACTI ASSET MANAGEMENT LLC | $187.6M | 204,728 | 9.90% | 32q | HELD |
| CONGRESS ASSET MANAGEMENT CO | $126.7M | 140,701 | 0.82% | 19q | -22.7%-$37.3M |
| Artemis Investment Management LLP | $88.9M | 98,708 | 0.78% | 12q | +3.2%+$2.8M |
| Gradient Investments LLC | $57.4M | 63,712 | 0.82% | 32q | -9.9%-$6.3M |
| ATWOOD & PALMER INC | $29.9M | 33,230 | 1.54% | 23q | -0.6%-$192.7K |
| NORTH POINT PORTFOLIO MANAGERS CORP/OH | $19.9M | 22,127 | 3.35% | 32q | -2.7%-$552.8K |
| SAPIENT CAPITAL LLC | $14.2M | 15,759 | 0.19% | 4q | -47.2%-$12.7M |
| Adams Asset Advisors, LLC | $13.0M | 14,407 | 1.32% | 31q | HELD |
| CYPRESS ASSET MANAGEMENT INC/TX | $12.9M | 14,327 | 2.55% | 32q | HELD |
| HWG Holdings LP | $12.0M | 13,274 | 2.76% | 4q | +55.5%+$4.3M |
| MassMutual Private Wealth & Trust, FSB | $11.8M | 13,082 | 0.31% | 32q | -3.6%-$437.6K |
| Farther Finance Advisors, LLC | $11.3M | 12,537 | 0.08% | 16q | +7.0%+$739.2K |
| GAMMA Investing LLC | $9.6M | 10,675 | 0.33% | 12q | +0.6%+$56.7K |
| Legacy Private Trust Co. | $9.3M | 10,308 | 0.51% | 19q | -1.4%-$133.3K |
| MFA WEALTH ADVISORS, LLC | $8.0M | 8,877 | 1.36% | 7q | -1.4%-$116.1K |
| Valeo Financial Advisors, LLC | $7.3M | 8,056 | 0.15% | 32q | +0.9%+$63.0K |
| CANANDAIGUA NATIONAL BANK & TRUST CO | $7.0M | 7,822 | 0.61% | 20q | -4.1%-$301.6K |
| Wedmont Private Capital | $6.6M | 7,523 | 0.16% | 20q | +26.6%+$1.4M |
| Venture Visionary Partners LLC | $5.2M | 5,720 | 0.13% | 23q | +11.3%+$524.9K |
| YHB Investment Advisors, Inc. | $5.1M | 5,716 | 0.32% | 32q | HELD |
| CHAPIN DAVIS, INC. | $5.1M | 5,619 | 0.97% | 16q | HELD |
| Violich Capital Management, Inc. | $4.5M | 5,050 | 0.49% | 10q | HELD |
| Mirador Capital Partners LP | $4.2M | 4,668 | 0.49% | 7q | +1.7%+$69.3K |
| ANB BANK | $3.4M | 3,750 | 1.20% | 8q | -2.7%-$94.5K |
| Everhart Financial Group, Inc. | $3.3M | 3,660 | 0.20% | 18q | +2.5%+$81.0K |
| Kessler Investment Group, LLC | $3.1M | 3,484 | 1.51% | 14q | -1.7%-$55.8K |
| GoalVest Advisory LLC | $3.1M | 17,586 | 0.53% | 11q | +431.6%+$2.5M |
| Coastline Trust Co | $2.7M | 2,961 | 0.25% | 24q | -8.0%-$231.4K |
| AVITY INVESTMENT MANAGEMENT INC. | $2.6M | 2,869 | 0.16% | 9q | HELD |
| Investment Partners Asset Management, Inc. | $2.5M | 2,767 | 1.34% | 12q | -0.6%-$15.3K |
| EASTERN BANK | $2.5M | 2,744 | 0.04% | 25q | -71.6%-$6.2M |
| Montecito Bank & Trust | $2.5M | 2,739 | 0.37% | 31q | HELD |
| MOODY NATIONAL BANK TRUST DIVISION | $2.4M | 2,643 | 0.20% | 32q | -8.4%-$217.0K |
| Apella Capital, LLC | $2.0M | 2,289 | 0.03% | 6q | +117.6%+$1.1M |
| Cooper Financial Group | $2.0M | 2,202 | 0.16% | 24q | -17.5%-$419.6K |
| Allen Mooney & Barnes Investment Advisors LLC | $1.9M | 2,074 | 0.28% | 19q | +0.7%+$13.5K |
| Meadowbrook Wealth Management, LLC | $1.8M | 1,994 | 1.88% | 5q | -10.7%-$214.3K |
| Galvin, Gaustad & Stein, LLC | $1.8M | 1,952 | 0.13% | 11q | +2.8%+$48.6K |
| First Citizens Financial Corp | $1.7M | 1,923 | 0.73% | 27q | HELD |
| Bank of New Hampshire | $1.7M | 1,881 | 0.37% | 19q | +83.9%+$772.5K |
| Castle Rock Wealth Management, LLC | $1.7M | 1,866 | 0.32% | 6q | -39.5%-$1.1M |
| Bangor Savings Bank | $1.7M | 1,843 | 0.13% | 10q | -4.7%-$81.0K |
| FIRST FINANCIAL BANK - TRUST DIVISION | $1.7M | 1,835 | 0.12% | 32q | -1.1%-$18.9K |
| FELL CAPITAL MANAGEMENT /ADV | $1.5M | 1,702 | 1.32% | 4q | -7.9%-$130.6K |
| Parrish Capital LLC | $1.4M | 1,602 | 1.41% | 4q | -7.3%-$113.4K |
| Olistico Wealth, LLC | $1.4M | 1,576 | 0.59% | 16q | HELD |
| Versant Capital Management, Inc | $1.3M | 1,457 | 0.11% | 32q | HELD |
| Crumly & Associates Inc. | $1.2M | 1,349 | 0.22% | 8q | -1.5%-$18.9K |
| TITLEIST ASSET MANAGEMENT, LLC | $1.2M | 1,345 | 0.08% | 10q | +2.8%+$32.4K |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $1.1M | 1,241 | 0.01% | 14q | +8.6%+$88.2K |
| RVW Wealth, LLC | $1.1M | 1,199 | 0.07% | 11q | +1.0%+$10.8K |
| Central Pacific Bank - Trust Division | $1.1M | 1,198 | 0.11% | 11q | -61.1%-$1.7M |
| Quintet Private Bank (Europe) S.A. | $1.1M | 1,170 | 0.05% | 16q | +47.4%+$338.5K |
| Rosenberg Matthew Hamilton | $1.0M | 1,165 | 0.19% | 27q | +5.1%+$51.3K |
| Athena Wealth Management, LLC | $1.0M | 1,123 | 0.73% | 4q | +9.8%+$90.0K |
| Breakwater Capital Group | $941.8K | 1,046 | 0.11% | 13q | +10.6%+$90.0K |
| Sound Income Strategies, LLC | $936.1K | 1,061 | 0.04% | 29q | +88.5%+$439.4K |
| CenterStar Asset Management, LLC | $900.4K | options only | 0.21% | new | OPTIONS |
| Kearns & Associates LLC | $900.4K | 1,000 | 0.41% | 16q | HELD |
| First Heartland Consultants, Inc. | $863.1K | 959 | 0.06% | 16q | +11.8%+$90.9K |
| Douglas Lane & Associates, LLC | $851.2K | 945 | 0.01% | 23q | -3.1%-$27.0K |
| Boltwood Capital Management | $847.2K | 941 | 0.19% | 9q | +14.3%+$106.2K |
| Avidian Wealth Enterprises, LLC | $846.2K | 940 | 0.02% | 6q | -0.6%-$5.4K |
| CoreCap Advisors, LLC | $835.9K | 928 | 0.02% | 11q | -40.2%-$561.1K |
| Atlas Brown,Inc. | $819.7K | 910 | 0.22% | 10q | +27.1%+$174.7K |
| FINANCIAL MANAGEMENT NETWORK INC | $785.6K | 870 | 0.11% | 12q | -1.2%-$9.9K |
| Wealth Enhancement Trust Services, Inc. | $781.5K | 868 | 0.08% | 4q | -53.3%-$892.3K |
| Canandaigua National Trust Co of Florida | $781.5K | 868 | 0.43% | 8q | +31.1%+$185.5K |
| Private Capital Advisors, Inc. | $774.3K | 860 | 0.07% | 32q | HELD |
| Whalen Wealth Management Inc. | $735.6K | 817 | 0.31% | 4q | HELD |
| General Partner, Inc. | $732.0K | 813 | 0.39% | 16q | HELD |
| Grove Bank & Trust | $717.6K | 797 | 0.07% | 16q | -3.9%-$28.8K |
| Marathon Mission, Inc. | $702.3K | 780 | 0.35% | 7q | HELD |
| DIVERSIFIED MANAGEMENT INC | $680.7K | 756 | 0.12% | 4q | +4.7%+$30.6K |
| Tactive Advisors, LLC | $678.1K | 753 | 0.16% | 7q | -2.7%-$18.9K |
| RIVERSEDGE ADVISORS, LLC | $651.5K | 724 | 0.08% | 6q | +46.6%+$207.0K |
| Vann Equity Management LLC | $625.6K | 695 | 0.37% | 3q | +6.8%+$39.6K |
| TrueWealth Advisors, LLC | $617.0K | 685 | 0.14% | 2q | +116.1%+$331.5K |
| Acropolis Investment Management, LLC | $585.3K | 650 | 0.02% | 12q | -48.5%-$550.2K |
| Balefire, LLC | $576.3K | 640 | 0.09% | 6q | +0.6%+$3.6K |
| Monument Capital Management | $575.7K | 639 | 0.12% | 6q | HELD |
| RHODES INVESTMENT ADVISORS INC /ADV | $572.6K | 636 | 0.41% | 2q | +43.6%+$173.8K |
| Bullock Wealth Management Group | $567.4K | 633 | 0.24% | 11q | -3.2%-$18.8K |
| Weaver Consulting Group | $560.0K | 622 | 0.11% | 12q | HELD |
| Worth Asset Management, LLC | $547.6K | 608 | 0.16% | 5q | +8.8%+$44.1K |
| Castleview Partners, LLC | $532.1K | 591 | 0.23% | 21q | +2.6%+$13.5K |
| ARMSTRONG ADVISORY GROUP, INC | $513.8K | 571 | 0.03% | 16q | +1.4%+$7.2K |
| ROCKLAND TRUST CO | $510.5K | 567 | 0.02% | 29q | +3.1%+$15.3K |
| BAKER TILLY WEALTH MANAGEMENT, LLC | $503.1K | 559 | 0.10% | 4q | +37.0%+$135.9K |
| New Covenant Trust Company, N.A. | $474.5K | 527 | 0.33% | 11q | +12.1%+$51.3K |
| Byrne Asset Management LLC | $460.0K | 513 | 0.26% | 20q | +97.3%+$226.9K |
| M.E. ALLISON & CO., INC. | $456.5K | 507 | 0.26% | 8q | -2.9%-$13.5K |
| TOMPKINS FINANCIAL CORP | $450.2K | 500 | 0.03% | 27q | HELD |
| ABLES, IANNONE, MOORE & ASSOCIATES, INC. | $448.4K | 498 | 0.23% | 12q | HELD |
| Bath Savings Trust Co | $443.9K | 493 | 0.05% | 11q | -8.7%-$42.3K |
| EPIQ PARTNERS, LLC | $441.2K | 490 | 0.19% | 11q | HELD |
| PARK NATIONAL CORP /OH/ | $426.8K | 474 | 0.01% | 8q | +45.0%+$132.4K |
| LEGACY SOLUTIONS, LLC | $410.8K | 456 | 0.31% | 8q | -7.9%-$35.1K |
| ACT WEALTH MANAGEMENT, LLC | $405.9K | 451 | 0.12% | 12q | -0.7%-$2.7K |
| Trinity Financial Advisors LLC | $389.0K | 432 | 0.10% | 14q | -28.4%-$154.0K |
Showing the largest 100 of 154 reported holders.
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-05-06 | Ruemmler Kathryn H. | Chief Legal Officer, GC | Sold | 14,292 | $13.4M ×9 |
| 2026-05-01 | FREDMAN SHEARA J | Chief Accounting Officer | Sold | 10,301 | $9.6M ×2 |
| 2026-05-14 | COLEMAN DENIS P. | Chief Financial Officer | Sold | 6,857 | $6.7M ×4 |
| 2026-05-01 | SOLOMON DAVID M | Chairman of the Board and CEO | Sold | 3,470 | $3.2M ×2 |
| 2026-04-23 | GOLTEN ALEX S | CHIEF RISK OFFICER | Sold | 1,116 | $1.0M ×2 |
| 2026-04-17 | GOLTEN ALEX S | CHIEF RISK OFFICER | Sold | 1,115 | $1.0M ×2 |
| 2026-05-01 | Ruemmler Kathryn H. | Chief Legal Officer, GC | Sold | 683 | $634.9K ×3 |
| 2026-08-28 | LESLIE ERICKA T | Chief Administrative Officer | Sold | 600 | $620.3K |
| 2026-07-15 | LESLIE ERICKA T | Chief Administrative Officer | Sold | 250 | $288.0K ×2 |
| 2026-08-04 | LESLIE ERICKA T | Chief Administrative Officer | Sold | 175 | $184.4K ×3 |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 147 | $756.2M | 849,645 | 5 | 55 | 47 | 0.1% |
| Q2 2026 | 3,193 | $284.9B | 241,101,461 | 265 | 1,129 | 1,042 | 14.8% |
| Q1 2026 | 3,004 | $208.8B | 215,785,897 | 149 | 1,065 | 1,119 | 12.7% |
| Q4 2025 | 3,038 | $219.3B | 223,510,055 | 205 | 1,034 | 943 | 11.4% |
| Q3 2025 | 2,765 | $198.1B | 224,297,982 | 229 | 960 | 910 | 10.0% |
| Q2 2025 | 2,633 | $174.5B | 222,745,229 | 258 | 970 | 862 | 9.7% |
| Q1 2025 | 2,504 | $133.7B | 224,160,475 | 191 | 1,023 | 762 | 8.5% |
| Q4 2024 | 2,480 | $142.9B | 227,710,097 | 213 | 828 | 725 | 8.9% |
| Q3 2024 | 2,223 | $126.5B | 232,545,157 | 170 | 744 | 747 | 8.9% |
| Q2 2024 | 2,146 | $116.5B | 234,459,374 | 185 | 709 | 709 | 8.9% |
| Q1 2024 | 2,064 | $116.6B | 252,299,058 | 174 | 726 | 653 | 9.7% |
| Q4 2023 | 1,992 | $104.6B | 239,693,974 | 178 | 596 | 710 | 11.7% |
| Q3 2023 | 1,811 | $93.0B | 259,411,561 | 101 | 593 | 658 | 9.8% |
| Q2 2023 | 1,830 | $84.3B | 231,729,520 | 110 | 582 | 674 | 11.3% |
| Q1 2023 | 1,822 | $86.3B | 236,733,061 | 106 | 607 | 644 | 11.1% |
| Q4 2022 | 1,893 | $93.7B | 242,276,589 | 158 | 596 | 649 | 11.4% |
| Q3 2022 | 1,749 | $78.0B | 238,141,550 | 85 | 667 | 573 | 10.6% |
| Q2 2022 | 1,780 | $77.7B | 236,787,404 | 97 | 741 | 551 | 9.5% |
| Q1 2022 | 1,845 | $86.7B | 238,660,706 | 146 | 785 | 555 | 9.1% |
| Q4 2021 | 1,897 | $106.2B | 243,716,756 | 120 | 728 | 482 | 12.3% |
| Q3 2021 | 1,747 | $102.2B | 240,452,755 | 112 | 634 | 579 | 11.0% |
| Q2 2021 | 1,721 | $100.2B | 241,152,807 | 156 | 640 | 541 | 8.7% |
| Q1 2021 | 1,661 | $87.5B | 244,418,221 | 197 | 563 | 537 | 8.7% |
| Q4 2020 | 1,549 | $73.4B | 245,168,740 | 192 | 549 | 424 | 11.7% |
| Q3 2020 | 1,347 | $52.8B | 238,364,800 | 122 | 507 | 436 | 9.4% |
| Q2 2020 | 1,308 | $51.1B | 238,703,196 | 159 | 453 | 466 | 7.7% |
| Q1 2020 | 1,269 | $39.2B | 236,978,041 | 106 | 496 | 447 | 6.6% |
| Q4 2019 | 1,381 | $61.9B | 248,228,037 | 104 | 415 | 470 | 7.7% |
| Q3 2019 | 1,286 | $55.7B | 249,899,457 | 100 | 395 | 467 | 7.0% |
| Q2 2019 | 1,280 | $56.7B | 251,556,473 | 90 | 401 | 462 | 9.3% |
| Q1 2019 | 1,295 | $52.9B | 253,822,181 | 123 | 434 | 458 | 7.9% |
| Q4 2018 | 1,278 | $47.3B | 262,246,461 | 13 | 16 | 31 | 7.7% |