Position in GS
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$53,826,122
+$6,806,844 QoQ
Shares Held
53,221
-4.2% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
1.53%
of 13F equity value
Holder Rank
#271
of 3,124 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, 2026HERITAGE INVESTORS MANAGEMENT CORP holds $97,766,120 across 2 Capital Markets names. GS ranks #1 (55.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
This page
|
53,221 | $53,826,122 | |
| 2 | MS |
Morgan Stanley
|
210,199 | $43,939,998 |
All Filings in GS
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $53,826,122 | 53,221 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $47,019,278 | 55,579 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $49,652,073 | 56,487 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $45,345,761 | 56,942 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $42,917,252 | 60,639 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $33,571,159 | 61,453 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $35,921,025 | 62,731 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $31,426,612 | 63,474 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $29,797,936 | 65,878 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $28,433,829 | 68,074 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $26,727,688 | 69,284 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $22,380,366 | 69,167 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $22,446,203 | 69,592 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $22,271,284 | 68,085 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $23,358,081 | 68,024 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $19,541,746 | 66,684 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $19,764,898 | 66,544 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $21,617,918 | 65,489 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $23,916,260 | 62,518 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $23,756,539 | 62,843 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $24,239,062 | 63,866 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $21,679,446 | 66,298 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $17,826,004 | 67,597 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $13,552,612 | 67,436 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $13,343,302 | 67,520 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $10,422,457 | 67,420 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||