The Goldman Sachs Group, Inc.
MX ˙ BMV ˙ US38141G1040
SecurityMX:GS / The Goldman Sachs Group, Inc.
InstitutionAptus Capital Advisors, LLC
Latest Disclosed Ownership25,612 shares
Latest Disclosed Value $ 21,667,496
Aptus Capital Advisors, LLC reports 73.12% increase in ownership of GS / The Goldman Sachs Group, Inc.

On May 11, 2026 - Aptus Capital Advisors, LLC filed a 13F-HR form disclosing ownership of 25,612 shares of The Goldman Sachs Group, Inc. (MX:GS) valued at $21,667,496 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 14,794 shares of The Goldman Sachs Group, Inc.. This represents a change in shares of 73.12% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-11 2026-03-31 13F GOLDMAN SACHS GROUP COM 38141G104 25,612 10,818 73.12 21,667 66.63 0.1702
2026-02-13 2025-12-31 13F GOLDMAN SACHS GROUP COM 38141G104 14,794 485 3.39 13,004 14.12 0.0931
2025-11-12 2025-09-30 13F GOLDMAN SACHS GROUP COM 38141G104 14,309 213 1.51 11,395 14.21 0.0829
2025-08-11 2025-06-30 13F GOLDMAN SACHS GROUP COM 38141G104 14,096 1,939 15.95 9,976 50.22 0.0813
2025-05-13 2025-03-31 13F GOLDMAN SACHS GROUP COM 38141G104 12,157 4,305 54.83 6,641 47.71 0.0684
2025-02-14 2024-12-31 13F GOLDMAN SACHS GROUP COM 38141G104 7,852 3,461 78.82 4,496 106.81 0.0471
2024-11-05 2024-09-30 13F GOLDMAN SACHS GROUP COM 38141G104 4,391 66 1.53 2,174 11.15 0.0324
2024-07-31 2024-06-30 13F GOLDMAN SACHS GROUP COM 38141G104 4,325 149 3.57 1,956 12.16 0.0344
2024-05-15 2024-03-31 13F GOLDMAN SACHS GROUP COM 38141G104 4,176 845 25.37 1,744 35.72 0.0324
2024-02-13 2023-12-31 13F GOLDMAN SACHS GROUP COM 38141G104 3,331 -34 -1.01 1,285 18.11 0.0351
2023-11-08 2023-09-30 13F GOLDMAN SACHS GROUP COM 38141G104 3,365 1,060 45.99 1,089 46.43 0.0297
2023-08-11 2023-06-30 13F GOLDMAN SACHS GROUP COM 38141G104 2,305 -583 -20.19 743 -21.29 0.0178
2023-05-09 2023-03-31 13F GOLDMAN SACHS GROUP COM 38141G104 2,888 -1,511 -34.35 945 -37.48 0.0254
2023-02-13 2022-12-31 13F GOLDMAN SACHS GROUP COM 38141G104 4,399 92 2.14 1,511 19.65 0.0464
2022-11-02 2022-09-30 13F GOLDMAN SACHS GROUP COM 38141G104 4,307 -11,383 -72.55 1,262 -72.92 0.0304
2022-07-29 2022-06-30 13F GOLDMAN SACHS GROUP COM 38141G104 15,690 1,998 14.59 4,660 3.10 0.1212
2022-05-04 2022-03-31 13F GOLDMAN SACHS GROUP COM 38141G104 13,692 1,384 11.24 4,520 -4.01 0.1125
2022-02-02 2021-12-31 13F GOLDMAN SACHS GROUP COM 38141G104 12,308 10,754 692.02 4,709 702.21 0.1414
2021-10-27 2021-09-30 13F GOLDMAN SACHS GROUP COM 38141G104 1,554 23 1.50 587 1.03 0.0151
2021-07-27 2021-06-30 13F GOLDMAN SACHS GROUP COM 38141G104 1,531 36 2.41 581 18.81 0.0170
2021-05-06 2021-03-31 13F GOLDMAN SACHS GROUP COM 38141G104 1,495 -4 -0.27 489 23.80 0.0175
2021-02-10 2020-12-31 13F GOLDMAN SACHS GROUP COM 38141G104 1,499 -2 -0.13 395 31.23 0.0181
2020-10-19 2020-09-30 13F GOLDMAN SACHS GROUP COM 38141G104 1,501 0 0.00 301 1.69 0.0160
2020-07-22 2020-06-30 13F GOLDMAN SACHS GROUP COM 38141G104 1,501 -20 -1.31 296 25.96 0.0186
2020-05-07 2020-03-31 13F GOLDMAN SACHS GROUP COM 38141G104 1,521 -13,194 -89.66 235 -93.05 0.0203
2020-02-10 2019-12-31 13F GOLDMAN SACHS GROUP COM 38141G104 14,715 11,516 359.99 3,383 411.03 0.2399
2019-11-14 2019-09-30 13F/A-1 GOLDMAN SACHS GROUP COM 38141G104 3,199 287 9.86 662 11.26 0.0370
2019-11-12 2019-09-30 13F GOLDMAN SACHS GROUP COM 38141G104 3,199 287 662 0.0369
2019-08-13 2019-06-30 13F GOLDMAN SACHS GROUP COM 38141G104 2,912 687 30.88 595 39.34 0.0837
2019-05-15 2019-03-31 13F GOLDMAN SACHS GROUP COM 38141G104 2,225 2,225 427 0.0729
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.