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See Which Recent 13F Filers Hold GS

At Holdings Channel, we have reviewed the latest batch of the 118 most recent 13F filings for the 06/30/2026 reporting period, and noticed that Goldman Sachs Group Inc (Symbol: GS) was held by 36 of these funds. When hedge fund managers appear to be thinking alike, we find it is a good idea to take a closer look.

Before we proceed, it is important to point out that 13F filings do not tell the whole story, because these funds are only required to disclose their long positions with the SEC, but are not required to disclose their short positions. A fund making a bearish bet against a stock by shorting calls, for example, might also be long some amount of stock as they trade around their overall bearish position. This long component could show up in a 13F filing and everyone might assume the fund is bullish, but this tells only part of the story because the bearish/short side of the position is not seen.

Having given that caveat, we believe that looking at groups of 13F filings can be revealing, especially when comparing one holding period to another. Below, let's take a look at the change in GS positions, for this latest batch of 13F filers:

FundNew Position?Change In Share CountChange In Market Value ($ in 1000's)
WealthCare Investment Partners LLC NEW +36+$36
Kearns & Associates LLC Existing UNCH+$165
Performance Wealth Partners LLC Existing +1,659+$24,705
Czech National Bank Existing +2,286+$15,821
Zullo Investment Group Inc. Existing -196+$237
Lauterbach Financial Advisors LLC Existing +4+$155
Covestor Ltd Existing -21-$8
Morton Brown Family Wealth LLC Existing +3+$13
West Michigan Advisors LLC Existing -45+$137
Archvest Wealth Advisors Inc. Existing -7+$64
GHE LLC Existing -155+$9
Chemistry Wealth Management LLC Existing +251+$428
Paradigm Capital Management LLC NV Existing UNCH+$167
Intrinsic Value Partners LLC Existing UNCH+$62
Next Level Private LLC Existing -10+$110
Kellett Wealth Advisors LLC NEW +272+$275
Joseph Group Capital Management Existing +40+$50
Guerra Pan Advisors LLC Existing UNCH+$59
Prosperity Consulting Group LLC Existing +201+$522
Confluence Wealth Services Inc. Existing +186+$286
Horizon Family Wealth Inc. Existing +96+$262
City State Bank Existing -5+$194
KRS Capital Management LLC Existing +35+$256
Benchmark Investment Advisors LLC Existing -7+$36
5th Street Advisors LLC Existing UNCH+$41
Axxcess Wealth Management LLC Existing -79+$2,008
Pursue Wealth Partners LLC Existing UNCH+$219
LGT Group Foundation Existing -4,526+$3,634
LGT Fund Management Co Ltd. Existing -140+$68
Advisors Asset Management Inc. Existing -179-$1,114
Byrne Asset Management LLC Existing +8+$50
Intergy Private Wealth LLC NEW +198+$200
Mendel Capital Management LLC Existing +5+$312
Nicholas Wealth LLC. Existing -2+$234
Eagle Rock Investment Company LLC NEW +200+$202
O ROURKE & COMPANY Inc Existing -3+$534
Aggregate Change: +105+$50,429

In terms of shares owned, we count 12 of the above funds having increased existing GS positions from 03/31/2026 to 06/30/2026, with 14 having decreased their positions and 4 new positions.

Looking beyond these particular funds in this one batch of most recent filers, we tallied up the GS share count in the aggregate among all of the funds which held GS at the 06/30/2026 reporting period (out of the 8,826 we looked at in total). We then compared that number to the sum total of GS shares those same funds held back at the 03/31/2026 period, to see how the aggregate share count held by hedge funds has moved for GS. We found that between these two periods, funds reduced their holdings by 29,289,843 shares in the aggregate, from 213,215,944 down to 183,926,101 for a share count decline of approximately -13.74%. The overall top three funds holding GS on 06/30/2026 were:

»FundShares of GS Held
1.State Street Corp 18,830,464
2.Vanguard Capital Management LLC 18,425,670
3.JPMorgan Chase & Co. 8,039,070
4-10Find out the full Top 10 Hedge Funds Holding GS»

We'll keep following the latest 13F filings by hedge fund managers and bring you interesting stories derived from a look at the aggregate information across groups of managers between filing periods. While looking at individual 13F filings can sometimes be misleading due to the long-only nature of the information, the sum total across groups of funds from one reporting period to another can be a lot more revealing and relevant, providing interesting stock ideas that merit further research, like Goldman Sachs Group Inc (Symbol: GS).

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Further GS Research:

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