Position in GS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$16,453,977
+$3,163,476 QoQ
Shares Held
16,269
+3.6% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#499
of 3,076 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 83%
Shared 0%
None 17%
Common Shares in GS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026BROWN ADVISORY INC holds $972,510,436 across 11 Capital Markets names. GS ranks #4 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
9,318,993 | $859,863,483 | |
| 2 | MS |
Morgan Stanley
|
184,523 | $38,572,687 | |
| 3 | LCLN |
Lincoln International, Inc.
|
1,319,335 | $31,492,526 | |
| 4 | GS |
Goldman Sachs Group Inc
This page
|
16,269 | $16,453,977 | |
| 5 | HLI |
Houlihan Lokey, Inc.
|
118,776 | $15,931,424 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
49,151 | $4,928,862 | |
| 7 | SF |
Stifel Financial Corp
|
24,351 | $1,698,969 | |
| 8 | TW |
Tradeweb Markets Inc.
|
14,809 | $1,475,864 |
All Filings in GS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,453,977 | 16,269 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $13,290,501 | 15,710 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $12,494,985 | 14,215 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $10,120,014 | 12,708 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $8,476,721 | 11,977 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $6,988,140 | 12,792 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $7,196,687 | 12,568 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $6,012,119 | 12,143 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $5,529,611 | 12,225 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $4,882,377 | 11,689 | Shares | Defined | 2024-04-24 | |
| 2023-12-31 | $4,599,534 | 11,923 | Shares | Defined | 2024-02-08 | |
| 2023-09-30 | $4,355,897 | 13,462 | Shares | Defined | 2023-10-25 | |
| 2023-06-30 | $3,757,590 | 11,650 | Shares | Defined | 2023-07-31 | |
| 2023-03-31 | $3,935,786 | 12,032 | Shares | Defined | 2023-05-08 | |
| 2022-12-31 | $5,642,074 | 16,431 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $3,539,456 | 12,078 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $3,987,492 | 13,425 | Shares | Defined | 2022-11-14 | |
| 2022-03-31 | $3,907,721 | 11,838 | Shares | Defined | 2022-11-14 | |
| 2021-12-31 | $17,894,157 | 46,776 | Shares | Defined | 2022-01-27 | |
| 2021-09-30 | $4,600,245 | 12,169 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $4,885,688 | 12,873 | Shares | Defined | 2021-07-29 | |
| 2021-03-31 | $4,373,952 | 13,376 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $3,421,900 | 12,976 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $2,261,313 | 11,252 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $2,958,369 | 14,970 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $1,892,180 | 12,240 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||