Institutional Ownership S&P Global Inc. (SPGI)
This table provides information about the institutional ownership of S&P Global Inc. (SPGI). We have compiled data on the 2,113 institutions that hold shares in the stock, with a total of 264 Million shares, which have been reported (via 13F filing form) to have a value of $133 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
4,072
shares
|
$2.06 Million
0.97% of portfolio
|
Q2 2023
Reduced 1.43%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
4,069
shares
|
$2.05 Million
0.14% of portfolio
|
Q3 2024
Added 1.6%
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
4,063
shares
|
$2.05 Million
0.76% of portfolio
|
Q1 2024
Added 6.42%
|
|
|
Ov Management LLC
Minneapolis, MN |
Nov 12, 2024 Q3 2024 |
4,052
shares
|
$2.05 Million
0.99% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
4,050
shares
|
$2.04 Million
0.14% of portfolio
|
Q3 2024
Added 45.68%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
4,037
shares
|
$2.04 Million
0.04% of portfolio
|
Q3 2024
Added 148.28%
|
|
|
Avitas Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
4,025
shares
|
$2.03 Million
0.3% of portfolio
|
Q3 2024
Reduced 1.11%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
4,017
shares
|
$2.03 Million
0.08% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
3,976
shares
|
$2.01 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.75%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
3,967
shares
|
$2 Million
0.13% of portfolio
|
Q3 2024
Added 2.59%
|
|
|
Madison Asset Management, LLC
Madison, WI |
Nov 12, 2024 Q3 2024 |
3,937
shares
|
$1.99 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.91%
|
|
|
Citizens Financial Group Inc
|
Nov 08, 2024 Q3 2024 |
3,923
shares
|
$1.98 Million
0.04% of portfolio
|
Q3 2024
Added 5.17%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Oct 31, 2024 Q3 2024 |
3,905
shares
|
$1.97 Million
0.2% of portfolio
|
Q3 2024
Reduced 6.04%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
Nov 12, 2024 Q3 2024 |
3,903
shares
|
$1.97 Million
0.2% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
3,897
shares
|
$1.97 Million
0.03% of portfolio
|
Q3 2024
Added 2.55%
|
|
|
Congress Asset Management CO
|
Oct 28, 2024 Q3 2024 |
3,875
shares
|
$1.96 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.13%
|
|
|
First Bank & Trust
|
Oct 24, 2024 Q3 2024 |
3,874
shares
|
$1.96 Million
0.39% of portfolio
|
Q3 2024
Added 1.87%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Nov 04, 2024 Q3 2024 |
3,860
shares
|
$1.95 Million
0.15% of portfolio
|
Q3 2024
Added 13.46%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
3,858
shares
|
$1.95 Million
0.12% of portfolio
|
Q3 2024
Added 3.57%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Oct 10, 2024 Q3 2024 |
3,847
shares
|
$1.94 Million
0.75% of portfolio
|
Q2 2024
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
3,836
shares
|
$1.94 Million
0.06% of portfolio
|
Q3 2024
Reduced 9.97%
|
|
|
Qtron Investments LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
3,829
shares
|
$1.93 Million
0.28% of portfolio
|
Q3 2024
Added 40.41%
|
|
|
Trust Asset Management LLC
Houston, TX |
Nov 13, 2024 Q3 2024 |
3,825
shares
|
$1.93 Million
0.16% of portfolio
|
Q1 2023
Reduced 3.14%
|
|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
3,809
shares
|
$1.92 Million
0.05% of portfolio
|
Q3 2024
Added 2.12%
|
|
|
Guyasuta Investment Advisors Inc
|
Nov 13, 2024 Q3 2024 |
3,807
shares
|
$1.92 Million
0.13% of portfolio
|
Q3 2024
Reduced 4.18%
|