Position in WHG
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$202,086
+$3,431 QoQ
Shares Held
12,270
+6.3% QoQ
Ownership
0.129%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WHG 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. WHG ranks #86 (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 WHG
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $202,086 | 12,270 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $198,655 | 11,543 | Shares | Defined | 2026-03-25 | |
| 2025-03-31 | $212,997 | 13,148 | Shares | Defined | 2025-06-27 | |
| 2021-06-30 | $565,563 | 25,991 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $593,379 | 41,036 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $573,866 | 39,577 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $504,908 | 45,324 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $481,776 | 30,589 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $4,973,837 | 271,646 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||