Who Owns GOLDMAN SACHS (GMUB)? -- Institutional Holders (2026-06-30)

70 institutions reported holding $297.0M of GOLDMAN SACHS (GMUB) in SEC 13F filings for 2026-06-30. Largest institutional holders: Betterment LLC ($51.7M), Miracle Mile Advisors, LLC ($43.9M), Heartwood Wealth Advisors LLC ($25.6M), STIFEL FINANCIAL CORP ($18.6M), GoalVest Advisory LLC ($17.9M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Betterment LLC$51.7M1.0MAdded
2Miracle Mile Advisors, LLC$43.9M854,388Added
3Heartwood Wealth Advisors LLC$25.6M497,558Added
4STIFEL FINANCIAL CORP$18.6M362,252Added
5GoalVest Advisory LLC$17.9M348,570Added
6ENVESTNET ASSET MANAGEMENT INC$14.8M288,016Added
7UNITED CAPITAL FINANCIAL ADVISORS, LLC$14.5M282,139Added
8Asio Capital, LLC$11.3M220,569Added
9JPMORGAN CHASE & CO$9.0M174,326Added
10Private Advisor Group, LLC$8.8M171,806New
11Capital Advisors Wealth Management, LLC$8.2M159,690Added
12Pinion Investment Advisors, LLC$8.1M157,167Added
13Retirement Planning Group, LLC$7.5M145,529Added
14GENTRY PRIVATE WEALTH, LLC$5.7M111,366Added
15GOLDMAN SACHS GROUP INC$5.1M98,419Added
16Berger Financial Group, Inc$3.8M74,142Added
17Sowell Financial Services LLC$3.7M71,742Added
18Farther Finance Advisors, LLC$3.6M69,085Added
19FIRST AMERICAN TRUST, FSB$3.5M67,742Added
20LPL Financial LLC$3.3M64,226Added
21Integrated Wealth Concepts LLC$2.6M50,301New
22Fourth Dimension Wealth, LLC$2.4M45,776New
23GGM Financials LLC$2.3M44,732Added
24Syntegra Private Wealth Group, LLC$1.4M27,121New
25WealthPlan Investment Management, LLC$1.4M26,848Added

来源：SEC 13F 申报文件 · 截至 2026-06-30