Position in GS
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$593,331,334
+$449,900,499 QoQ
Shares Held
586,661
+246.0% QoQ
Ownership
0.201%
of shares outstanding
% of Portfolio
1.06%
of 13F equity value
Holder Rank
#53
of 3,125 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 6%
Shared 3%
None 91%
Common Shares in GS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Corient Private Wealth LLC holds $1,095,519,663 across 35 Capital Markets names. GS ranks #1 (54.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
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|
586,661 | $593,331,334 | |
| 2 | MS |
Morgan Stanley
|
11,610,190 | $352,379,569 | |
| 3 | SCHW |
Schwab Charles Corp
|
730,794 | $67,430,362 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
276,833 | $24,095,544 | |
| 5 | EVR |
Evercore Inc.
|
38,173 | $13,033,789 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
30,811 | $8,678,842 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
72,676 | $7,287,949 | |
| 8 | HLI |
Houlihan Lokey, Inc.
|
31,873 | $4,275,125 |
All Filings in GS
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $161,476,344 | 159,661 | Shares | Other | 2026-08-17 | |
| 2026-06-30 | $431,854,990 | 427,000 | Principal | Sole | 2026-08-17 | |
| 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. | ||||||