Position in GS
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$295,788,304
+$50,246,475 QoQ
Shares Held
292,463
+0.8% QoQ
Ownership
0.100%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#84
of 3,136 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in GS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026ENVESTNET ASSET MANAGEMENT INC holds $1,919,177,389 across 31 Capital Markets names. GS ranks #3 (15.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
3,093,632 | $646,692,833 | |
| 2 | SCHW |
Schwab Charles Corp
|
5,571,968 | $514,125,487 | |
| 3 | GS |
Goldman Sachs Group Inc
This page
|
292,463 | $295,788,304 | |
| 4 | LPLA |
LPL Financial Holdings Inc.
|
290,125 | $81,722,410 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
937,891 | $81,634,032 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
531,618 | $53,310,653 | |
| 7 | SF |
Stifel Financial Corp
|
638,582 | $44,553,866 | |
| 8 | HLI |
Houlihan Lokey, Inc.
|
288,794 | $38,735,939 |
All Filings in GS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $295,788,304 | 292,463 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $245,541,829 | 290,242 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $236,603,067 | 269,173 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $220,719,551 | 277,164 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $208,055,144 | 293,967 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $174,621,052 | 319,649 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $197,323,134 | 344,597 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $167,655,633 | 338,623 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $194,374,568 | 429,728 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $156,518,049 | 374,723 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $196,388,948 | 509,083 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $146,531,910 | 452,860 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $118,569,897 | 367,613 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $114,359,185 | 2,390,752 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $115,921,654 | 337,590 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $94,941,459 | 323,977 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $90,203,488 | 303,695 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $90,680,450 | 274,706 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $103,400,204 | 270,292 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $89,482,347 | 236,707 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $84,549,036 | 222,773 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $69,683,046 | 213,098 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $26,143,418 | 99,137 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $16,523,150 | 82,217 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $36,807,120 | 186,252 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $23,604,656 | 152,692 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||