Position in GS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$10,525,327
+$2,736,298 QoQ
Shares Held
10,407
+13.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#641
of 3,125 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, 2026Horizon Investments, LLC holds $68,806,621 across 16 Capital Markets names. GS ranks #2 (15.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
149,606 | $13,804,145 | |
| 2 | GS |
Goldman Sachs Group Inc
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|
10,407 | $10,525,327 | |
| 3 | MS |
Morgan Stanley
|
49,564 | $10,360,858 | |
| 4 | EVR |
Evercore Inc.
|
24,521 | $8,372,450 | |
| 5 | SNEX |
StoneX Group Inc.
|
78,272 | $6,183,448 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
54,576 | $4,750,295 | |
| 7 | VIRT |
Virtu Financial, Inc.
|
71,343 | $4,249,902 | |
| 8 | BGC |
BGC Group, Inc.
|
369,782 | $3,952,969 |
All Filings in GS
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,525,327 | 10,407 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $7,789,029 | 9,207 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $13,452,216 | 15,304 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $6,802,421 | 8,542 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,573,480 | 6,462 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $4,411,838 | 8,076 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $4,556,337 | 7,957 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $3,883,642 | 7,844 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $3,846,076 | 8,503 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $3,439,677 | 8,235 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $3,198,033 | 8,290 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,082,974 | 9,528 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,095,093 | 9,596 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $3,004,505 | 9,185 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $3,056,768 | 8,902 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $3,455,938 | 11,793 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $831,656 | 2,800 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $3,234,649 | 9,799 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $5,154,478 | 13,474 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $7,556,063 | 19,988 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $4,654,935 | 12,265 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $3,298,776 | 10,088 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $3,194,319 | 12,113 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $523,124 | 2,603 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $911,423 | 4,612 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $453,412 | 2,933 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||