Position in INV
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$379,152
+$241,530 QoQ
Shares Held
96,970
+194.5% QoQ
Ownership
0.115%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in INV Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026GOLDMAN SACHS GROUP INC holds $8,339,351,148 across 102 Asset Management names. INV ranks #77 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
1,379,934 | $1,327,096,325 | |
| 2 | BX |
Blackstone Inc.
|
7,513,400 | $863,965,863 | |
| 3 | TROW |
Price T Rowe Group Inc
|
8,449,718 | $761,657,578 | |
| 4 | AMP |
Ameriprise Financial Inc
|
1,459,750 | $648,712,898 | |
| 5 | KKR |
KKR & Co. Inc.
|
5,485,461 | $507,405,142 | |
| 6 | APO |
Apollo Global Management, Inc.
|
4,129,256 | $460,081,702 | |
| 7 | BN |
BROOKFIELD Corp /ON/
|
9,689,050 | $392,115,852 | |
| 8 | NTRS |
Northern Trust Corp
|
2,796,862 | $390,358,028 |
All Filings in INV
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $379,152 | 96,970 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $137,622 | 32,924 | Shares | Defined | 2026-03-25 | |
| 2025-09-30 | $163,775 | 28,286 | Shares | Defined | 2025-11-14 | |
| 2025-03-31 | $852,672 | 110,593 | Shares | Defined | 2025-06-27 | |
| 2024-12-31 | $982,754 | 70,957 | Shares | Defined | 2025-02-11 | |
| No filing history on record for this holder in this stock. | ||||||