The Goldman Sachs Group, Inc.
MX ˙ BMV ˙ US38141G1040
SecurityMX:GS / The Goldman Sachs Group, Inc.
InstitutionSegment Wealth Management, LLC
Latest Disclosed Ownership21,878 shares
Latest Disclosed Value $ 18,508,661
Segment Wealth Management, LLC reports 9.23% increase in ownership of GS / The Goldman Sachs Group, Inc.

On April 20, 2026 - Segment Wealth Management, LLC filed a 13F-HR form disclosing ownership of 21,878 shares of The Goldman Sachs Group, Inc. (MX:GS) valued at $18,508,661 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 29, 2026 disclosing 20,030 shares of The Goldman Sachs Group, Inc.. This represents a change in shares of 9.23% 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)
2026-04-20 2026-03-31 13F GOLDMAN SACHS GROUP COM 38141G104 21,878 1,848 9.23 18,509 5.12 1.0859
2026-01-29 2025-12-31 13F GOLDMAN SACHS GROUP COM 38141G104 20,030 4 0.02 17,606 10.40 1.0211
2025-10-20 2025-09-30 13F GOLDMAN SACHS GROUP COM 38141G104 20,026 23 0.11 15,947 12.64 0.9557
2025-07-21 2025-06-30 13F GOLDMAN SACHS GROUP COM 38141G104 20,003 -486 -2.37 14,157 26.49 0.8985
2025-04-22 2025-03-31 13F GOLDMAN SACHS GROUP COM 38141G104 20,489 29 0.14 11,193 -4.46 0.7572
2025-01-17 2024-12-31 13F GOLDMAN SACHS GROUP COM 38141G104 20,460 -2 -0.01 11,716 15.65 0.7986
2024-10-22 2024-09-30 13F GOLDMAN SACHS GROUP COM 38141G104 20,462 38 0.19 10,131 9.66 0.6962
2024-07-23 2024-06-30 13F GOLDMAN SACHS GROUP COM 38141G104 20,424 15 0.07 9,238 8.38 0.6816
2024-04-24 2024-03-31 13F GOLDMAN SACHS GROUP COM 38141G104 20,409 734 3.73 8,524 12.31 0.6477
2024-01-26 2023-12-31 13F GOLDMAN SACHS GROUP COM 38141G104 19,675 379 1.96 7,590 21.58 0.6703
2023-10-25 2023-09-30 13F GOLDMAN SACHS GROUP COM 38141G104 19,296 657 3.52 6,244 3.86 0.6347
2023-08-22 2023-06-30 13F/A-1 GOLDMAN SACHS GROUP COM 38141G104 18,639 -139 -0.74 6,012 -2.13 0.6182
2023-07-21 2023-06-30 13F GOLDMAN SACHS GROUP COM 38141G104 18,639 -139 6,012 0.6241
2023-04-20 2023-03-31 13F GOLDMAN SACHS GROUP COM 38141G104 18,778 189 1.02 6,142 -3.78 0.6948
2023-01-13 2022-12-31 13F GOLDMAN SACHS GROUP COM 38141G104 18,589 -36 -0.19 6,383 16.95 0.7390
2022-10-24 2022-09-30 13F GOLDMAN SACHS GROUP COM 38141G104 18,625 824 4.63 5,458 3.23 0.6815
2022-07-20 2022-06-30 13F GOLDMAN SACHS GROUP COM 38141G104 17,801 1,028 6.13 5,287 -4.52 0.6711
2022-04-25 2022-03-31 13F GOLDMAN SACHS GROUP COM 38141G104 16,773 1,172 7.51 5,537 -7.22 0.5706
2022-01-24 2021-12-31 13F GOLDMAN SACHS GROUP COM 38141G104 15,601 54 0.35 5,968 1.55 0.6260
2021-10-19 2021-09-30 13F GOLDMAN SACHS GROUP COM 38141G104 15,547 -90 -0.58 5,877 -0.98 0.6975
2021-07-20 2021-06-30 13F GOLDMAN SACHS GROUP COM 38141G104 15,637 288 1.88 5,935 18.25 0.7043
2021-05-10 2021-03-31 13F GOLDMAN SACHS GROUP COM 38141G104 15,349 278 1.84 5,019 26.30 0.6656
2021-01-27 2020-12-31 13F GOLDMAN SACHS GROUP COM 38141G104 15,071 -722 -4.57 3,974 25.20 0.5737
2020-10-27 2020-09-30 13F GOLDMAN SACHS GROUP COM 38141G104 15,793 -9,076 -36.50 3,174 -35.42 0.5155
2020-07-15 2020-06-30 13F GOLDMAN SACHS GROUP COM 38141G104 24,869 425 1.74 4,915 30.06 0.9088
2020-04-24 2020-03-31 13F GOLDMAN SACHS GROUP COM 38141G104 24,444 3,378 16.04 3,779 -21.99 0.8419
2020-01-23 2019-12-31 13F GOLDMAN SACHS GROUP COM 38141G104 21,066 1,577 8.09 4,844 19.93 0.8180
2019-10-22 2019-09-30 13F GOLDMAN SACHS GROUP COM 38141G104 19,489 690 3.67 4,039 5.02 0.7902
2019-07-29 2019-06-30 13F GOLDMAN SACHS GROUP COM 38141G104 18,799 138 0.74 3,846 7.34 0.7824
2019-04-30 2019-03-31 13F GOLDMAN SACHS GROUP COM 38141G104 18,661 1,326 7.65 3,583 23.72 0.7590
2019-01-31 2018-12-31 13F GOLDMAN SACHS GROUP COM 38141G104 17,335 -2,480 -12.52 2,896 -34.83 0.7306
2018-11-07 2018-09-30 13F GOLDMAN SACHS GROUP COM 38141G104 19,815 602 3.13 4,444 4.86 0.9682
2018-07-17 2018-06-30 13F GOLDMAN SACHS GROUP COM 38141G104 19,213 185 0.97 4,238 -11.58 0.9996
2018-04-27 2018-03-31 13F GOLDMAN SACHS GROUP COM 38141G104 19,028 -251 -1.30 4,793 -2.42 1.1919
2018-01-22 2017-12-31 13F GOLDMAN SACHS GROUP COM 38141G104 19,279 210 1.10 4,912 8.58 1.1873
2017-10-26 2017-09-30 13F GOLDMAN SACHS GROUP COM 38141G104 19,069 280 1.49 4,524 8.49 1.2001
2017-08-11 2017-06-30 13F GOLDMAN SACHS GROUP COM 38141G104 18,789 761 4.22 4,170 0.70 1.1485
2017-05-08 2017-03-31 13F GOLDMAN SACHS GROUP COM 38141G104 18,028 1,689 10.34 4,141 5.85 4.1199
2017-02-06 2016-12-31 13F GOLDMAN SACHS GROUP COM 38141G104 16,339 357 2.23 3,912 51.80 1.4353
2016-10-26 2016-09-30 13F GOLDMAN SACHS GROUP COM 38141G104 15,982 -749 -4.48 2,577 3.66 1.0143
2016-08-09 2016-06-30 13F GOLDMAN SACHS GROUP COM 38141G104 16,731 -1,681 -9.13 2,486 -13.98 1.0261
2016-05-11 2016-03-31 13F GOLDMAN SACHS GROUP COM 38141G104 18,412 -402 -2.14 2,890 -14.77 1.0789
2016-02-08 2015-12-31 13F GOLDMAN SACHS GROUP COM 38141G104 18,814 -253 -1.33 3,391 2.35 1.2856
2015-10-23 2015-09-30 13F GOLDMAN SACHS GROUP COM 38141G104 19,067 1,125 6.27 3,313 -11.56 1.2665
2015-07-21 2015-06-30 13F GOLDMAN SACHS GROUP COM 38141G104 17,942 -56 -0.31 3,746 10.73 1.3007
2015-04-28 2015-03-31 13F GOLDMAN SACHS GROUP COM 38141G104 17,998 17,998 0.00 3,383 1.1302
2015-01-28 2014-12-31 13F GOLDMAN SACHS GROUP COM 38141G104 0 -16,120 -100.00 0 -100.00
2014-10-28 2014-09-30 13F GOLDMAN SACHS GROUP COM 38141G104 16,120 -187 -1.15 2,960 8.42 1.1308
2014-07-28 2014-06-30 13F GOLDMAN SACHS GROUP COM 38141G104 16,307 648 4.14 2,730 6.43 1.0569
2014-04-25 2014-03-31 13F GOLDMAN SACHS GROUP COM 38141G104 15,659 1,216 8.42 2,565 0.20 1.1926
2014-01-17 2013-12-31 13F GOLDMAN SACHS GROUP COM 38141G104 14,443 -86 -0.59 2,560 11.35 1.2627
2013-10-17 2013-09-30 13F GOLDMAN SACHS GROUP COM 38141G104 14,529 395 2.79 2,299 7.53 1.2516
2013-07-31 2013-06-30 13F GOLDMAN SACHS GROUP COM 38141G104 14,134 14,134 2,138 1.2792
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.