Position in GS
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$17,161,937
+$5,439,900 QoQ
Shares Held
16,969
+22.5% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#498
of 3,146 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 80%
Shared 0%
None 20%
Common Shares in GS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026FLPUTNAM INVESTMENT MANAGEMENT CO holds $145,420,302 across 9 Capital Markets names. GS ranks #4 (11.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
248,624 | $51,972,360 | |
| 2 | SCHW |
Schwab Charles Corp
|
278,750 | $25,720,262 | |
| 3 | EVR |
Evercore Inc.
|
73,592 | $25,127,252 | |
| 4 | GS |
Goldman Sachs Group Inc
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|
16,969 | $17,161,937 | |
| 5 | HLI |
Houlihan Lokey, Inc.
|
109,973 | $14,750,678 | |
| 6 | PJT |
PJT Partners Inc.
|
66,276 | $10,003,699 | |
| 7 | TW |
Tradeweb Markets Inc.
|
2,910 | $290,010 | |
| 8 | XP |
XP Inc.
|
15,340 | $249,428 |
All Filings in GS
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,161,937 | 16,969 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $11,722,037 | 13,856 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $11,480,619 | 13,061 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $871,206 | 1,094 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $784,187 | 1,108 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $637,520 | 1,167 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $645,915 | 1,128 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $513,924 | 1,038 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $396,684 | 877 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $360,466 | 863 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $340,634 | 883 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $344,278 | 1,064 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $373,178 | 1,157 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $315,006 | 963 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $432,658 | 1,260 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $311,805 | 1,064 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $331,177 | 1,115 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $386,547 | 1,171 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $482,013 | 1,260 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $444,941 | 1,177 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $426,212 | 1,123 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $300,513 | 919 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $242,349 | 919 | Shares | Sole | 2021-02-02 | |
| No filing history on record for this holder in this stock. | ||||||