Goldman Sachs stock: Institutional holdings rise as funds add shares

Rowan Ashford

Published: March 8, 2026 11:17 AM ET

Goldman Sachs stock: Institutional holdings rise as funds add shares

New SEC filings mean goldman sachs investors are getting a clearer read on who is adding exposure and by how much, with multiple firms increasing their stakes in The Goldman Sachs Group. As of 9: 30 a. m. ET Friday, the disclosures also put fresh focus on institutional ownership levels, recent insider sales, and an upcoming dividend schedule.

Vinva Investment Management Ltd boosts The Goldman Sachs Group stake to $19. 57 million

Vinva Investment Management Ltd increased its holdings in shares of The Goldman Sachs Group, Inc. by 14. 0% in the third quarter, based on its most recent filing with the Securities and Exchange Commission. The fund reported owning 24, 339 shares after buying an additional 2, 984 shares during the period.

Vinva Investment Management Ltd’s holdings in The Goldman Sachs Group were valued at $19, 571, 000 at the end of the most recent quarter cited in the filing. The same filing also described other firms taking new positions during the period, including Harbor Capital Advisors Inc. (about $26, 000), First PREMIER Bank (about $28, 000), Corundum Trust Company INC (about $29, 000), Clearstead Trust LLC (about $31, 000), and Elevation Wealth Partners LLC, which reported raising its stake by 100. 0% to 40 shares.

Across these filings, the immediate consequence for the market is more granularity on how ownership is shifting among institutions, which collectively were cited as owning 71. 21% of the company’s stock.

Blair William & Co. IL lifts holdings as Goldman Sachs shares trade lower

Blair William & Co. IL reported a 2. 1% increase in its stake in The Goldman Sachs Group, Inc. during the third quarter, also citing its most recent 13F filing with the SEC. The firm reported owning 153, 206 shares after acquiring an additional 3, 190 shares during the quarter, representing 0. 05% of the company.

At the end of the most recent reporting period cited, Blair William & Co. IL’s position was valued at $122, 006, 000. The same set of disclosures also listed other position changes, including Hartline Investment Corp (up 153. 3% to 1, 421 shares), Meridian Wealth Management LLC (up 39. 4% to 2, 332 shares), and AlTi Global Inc. (up 87. 3% to 29, 770 shares valued at $23, 707, 000). New positions were also cited for A4 Wealth Advisors LLC (about $940, 000) and Stevens Capital Management LP (about $1, 392, 000).

Trading levels included in the disclosure snapshot showed GS stock opening at $820. 95 on Friday and described the stock as down 1. 7%. The filing summary also listed company metrics including a market capitalization of $243. 62 billion, a P/E ratio of 16. 01, a PEG ratio of 1. 03, and a beta of 1. 34, as well as a 1-year low of $439. 38 and a 1-year high of $984. 70.

For shareholders, a near-term calendar item also stands out: the company disclosed a quarterly dividend that will be paid on Monday, March 30, to stockholders of record on Monday, March 2, with an ex-dividend date of Monday, March 2. The dividend was listed as $4. 50 per share, or $18. 00 on an annualized basis, with a stated dividend yield of 2. 2%.

Orion Porfolio Solutions LLC adds shares as insiders Alex S. Golten and Carey Halio sell

Orion Porfolio Solutions LLC reported increasing its holdings in The Goldman Sachs Group, Inc. by 8. 5% during the third quarter in its most recent 13F filing with the SEC. The institutional investor reported owning 17, 026 shares after purchasing an additional 1, 331 shares during the period, with the position valued at $13, 558, 000 as of the filing.

Other position changes cited alongside that filing included Brighton Jones LLC (up 17. 1% in the fourth quarter to 3, 474 shares), Revolve Wealth Partners LLC (up 7. 0% in the fourth quarter to 888 shares), Sivia Capital Partners LLC (up 90. 1% in the second quarter to 1, 551 shares), Schnieders Capital Management LLC. (up 9. 3% in the second quarter to 821 shares), and Moors & Cabot Inc. (up 10. 9% in the second quarter to 4, 667 shares). The filing summary again cited institutional and hedge fund ownership at 71. 21%.

Alongside the institutional activity, separate SEC-referenced disclosures in the same context flagged insider transactions. Insider Alex S. Golten sold 1, 092 shares on Monday, February 9 at an average price of $936. 89, for a total value of $1, 023, 083. 88. Treasurer Carey Halio sold 2, 846 shares on Tuesday, January 27 at an average price of $927. 17, for a total value of $2, 638, 725. 82. Following that transaction, the filing summary stated Halio owned 2, 017 shares, valued at about $1, 870, 101. 89, and described the trade as a 58. 52% decrease in the position.

Over the last three months covered by the disclosure summary, insiders sold a total of 117, 283 shares worth $112, 016, 033. The same summary stated that 0. 55% of the stock is owned by company insiders.

For now, the next concrete milestones for investors tracking goldman sachs through these filings are the Monday, March 2 ex-dividend and record date and the Monday, March 30 dividend payment. If those dates hold, shareholders who own shares through Monday, March 2 would be positioned for the scheduled quarterly payout later in March.