The Goldman Sachs Group, Inc.
MX ˙ BMV ˙ US38141G1040
SecurityMX:GS / The Goldman Sachs Group, Inc.
InstitutionLegacy Advisors, LLC
Latest Disclosed Ownership479 shares
Latest Disclosed Value $ 405,613
Legacy Advisors, LLC reports 0.84% increase in ownership of GS / The Goldman Sachs Group, Inc.

On May 5, 2026 - Legacy Advisors, LLC filed a 13F-HR form disclosing ownership of 479 shares of The Goldman Sachs Group, Inc. (MX:GS) valued at $405,613 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 475 shares of The Goldman Sachs Group, Inc.. This represents a change in shares of 0.84% 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)
2026-05-05 2026-03-31 13F GOLDMAN SACHS GROUP COM 38141G104 479 4 0.84 406 -2.88 0.0478
2026-01-27 2025-12-31 13F GOLDMAN SACHS GROUP COM 38141G104 475 -229 -32.53 417 -25.54 0.0448
2025-11-13 2025-09-30 13F GOLDMAN SACHS GROUP COM 38141G104 704 704 561 0.0692
2025-08-07 2025-06-30 13F GOLDMAN SACHS GROUP COM 38141G104 0 -2,065 -100.00 0 -100.00
2025-04-23 2025-03-31 13F GOLDMAN SACHS GROUP COM 38141G104 2,065 376 22.26 1,128 16.65 0.1161
2025-02-14 2024-12-31 13F GOLDMAN SACHS GROUP COM 38141G104 1,689 -143 -7.81 967 6.62 0.0938
2024-11-13 2024-09-30 13F GOLDMAN SACHS GROUP COM 38141G104 1,832 -162 -8.12 907 0.67 0.0982
2024-07-30 2024-06-30 13F GOLDMAN SACHS GROUP COM 38141G104 1,994 253 14.53 902 23.93 0.1096
2024-04-30 2024-03-31 13F GOLDMAN SACHS GROUP COM 38141G104 1,741 -388 -18.22 727 -11.45 0.0919
2024-02-12 2023-12-31 13F GOLDMAN SACHS GROUP COM 38141G104 2,129 1,083 103.54 821 142.90 0.1058
2023-11-14 2023-09-30 13F GOLDMAN SACHS GROUP COM 38141G104 1,046 37 3.67 338 4.00 0.0545
2023-07-20 2023-06-30 13F GOLDMAN SACHS GROUP COM 38141G104 1,009 41 4.24 325 2.85 0.0483
2023-05-01 2023-03-31 13F GOLDMAN SACHS GROUP COM 38141G104 968 32 3.42 317 -1.56 0.0584
2023-02-01 2022-12-31 13F GOLDMAN SACHS GROUP Common Stock 38141G104 936 6 0.65 321 17.58 0.0588
2022-11-09 2022-09-30 13F GOLDMAN SACHS GROUP COM 38141G104 930 -534 -36.48 273 -37.24 0.0603
2022-07-25 2022-06-30 13F GOLDMAN SACHS GROUP COM 38141G104 1,464 788 116.57 435 95.07 0.0915
2022-05-11 2022-03-31 13F GOLDMAN SACHS GROUP COM 38141G104 676 676 223 0.0433
2020-04-15 2020-03-31 13F GOLDMAN SACHS GROUP COM 38141G104 0 -1,700 -100.00 0 -100.00
2020-01-21 2019-12-31 13F GOLDMAN SACHS GROUP COM 38141G104 1,700 1,700 391 0.2481
2019-07-15 2019-06-30 13F GOLDMAN SACHS GROUP INC COM COM 38141G104 0 -52 -100.00 0 -100.00
2019-04-08 2019-03-31 13F GOLDMAN SACHS GROUP INC COM COM 38141G104 52 52 10 0.0062
2019-01-14 2018-12-31 13F GOLDMAN SACHS GROUP INC COM COM 38141G104 0 -108 -100.00 0 -100.00
2018-10-18 2018-09-30 13F GOLDMAN SACHS GROUP INC COM COM 38141G104 108 0 0.00 24 0.00 0.0118
2018-07-19 2018-06-30 13F GOLDMAN SACHS GROUP INC COM COM 38141G104 108 56 107.69 24 84.62 0.0179
2018-04-17 2018-03-31 13F GOLDMAN SACHS GROUP INC COM COM 38141G104 52 0 0.00 13 0.00 0.0096
2018-01-26 2017-12-31 13F GOLDMAN SACHS GROUP INC COM COM 38141G104 52 0 0.00 13 8.33 0.0127
2017-11-03 2017-09-30 13F/A-1 Goldman Sachs Group Inc The COM 38141G104 52 52 12 0.0134
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.