Position in GS
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$143,430,835
-$1,926,758 QoQ
Shares Held
169,542
+2.5% QoQ
Ownership
0.057%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 77.18521272095677.ToString("F0")%
Shared 2.4688192993475444.ToString("F0")%
None 20.345967979695693.ToString("F0")%
Common Shares in GS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026Corient Private Wealth LLC holds $562,985,352 across 33 Capital Markets names. GS ranks #2 (25.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
1,685,994 | $277,464,031 | |
| 2 | GS |
Goldman Sachs Group Inc
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|
169,542 | $143,430,835 | |
| 3 | SCHW |
Schwab Charles Corp
|
805,140 | $75,667,057 | |
| 4 | EVR |
Evercore Inc.
|
43,669 | $13,035,632 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
|
32,562 | $9,795,625 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
118,302 | $7,934,514 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
79,474 | $5,507,547 | |
| 8 | HLI |
Houlihan Lokey, Inc.
|
33,604 | $4,826,206 |
All Filings in GS
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $143,430,835 | 169,542 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $145,357,593 | 165,367 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $117,636,819 | 147,720 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $103,558,686 | 146,321 | Shares | Defined | 2025-09-26 | |
| 2025-03-31 | $79,814,607 | 146,103 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $87,061,716 | 152,041 | Shares | Other | 2025-02-10 | |
| 2024-09-30 | $74,694,769 | 150,865 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $68,675,744 | 151,830 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $64,851,384 | 155,262 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $58,210,377 | 150,894 | Shares | Other | 2024-02-09 | |
| 2023-09-30 | $48,939,962 | 151,250 | Shares | Other | 2023-11-03 | |
| 2023-06-30 | $47,686,248 | 147,846 | Shares | Other | 2023-08-10 | |
| 2023-03-31 | $44,492,520 | 136,017 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $41,023,265 | 119,469 | Shares | Other | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||