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 |
|---|---|---|---|---|---|
|
Hamilton Point Investment Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
3,800
shares
|
$1.92 Million
0.35% of portfolio
|
Q4 2022
Reduced 0.63%
|
|
|
Flagship Harbor Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
3,791
shares
|
$1.91 Million
0.11% of portfolio
|
Q3 2024
Reduced 13.15%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
3,780
shares
|
$1.91 Million
0.03% of portfolio
|
Q2 2024
Reduced 0.34%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
3,767
shares
|
$1.9 Million
0.25% of portfolio
|
Q2 2024
Added 0.45%
|
|
|
Mount Yale Investment Advisors, LLC
|
Oct 23, 2024 Q3 2024 |
3,744
shares
|
$1.89 Million
0.19% of portfolio
|
Q3 2024
Reduced 4.47%
|
|
|
Cullen Investment Group, Ltd.
Lafayette, LA |
Oct 04, 2024 Q3 2024 |
3,742
shares
|
$1.89 Million
0.29% of portfolio
|
Q3 2024
Added 2.13%
|
|
|
Chilton Investment CO Inc.
Stamford, CT |
Nov 14, 2024 Q3 2024 |
3,740
shares
|
$1.89 Million
0.05% of portfolio
|
Q3 2024
Reduced 1.16%
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
3,721
shares
|
$1.88 Million
0.19% of portfolio
|
Q1 2024
Added 1.14%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
3,712
shares
|
$1.87 Million
0.2% of portfolio
|
Q3 2024
Reduced 1.01%
|
|
|
Souders Financial Advisors
|
Nov 05, 2024 Q3 2024 |
3,689
shares
|
$1.86 Million
0.28% of portfolio
|
Q3 2024
Added 2.67%
|
|
|
Quest Partners LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
3,652
shares
|
$1.84 Million
0.17% of portfolio
|
Q3 2024
Reduced 28.39%
|
|
|
Axq Capital, LP
Jersey City, NJ |
Nov 14, 2024 Q3 2024 |
3,599
shares
|
$1.82 Million
0.56% of portfolio
|
Q3 2024
New holding
|
|
|
Axs Investments LLC
Port Chester, NY |
Nov 13, 2024 Q3 2024 |
3,595
shares
|
$1.81 Million
0.52% of portfolio
|
Q3 2024
Reduced 19.59%
|
|
|
Boston Trust Walden Corp
|
Oct 24, 2024 Q3 2024 |
3,589
shares
|
$1.81 Million
0.01% of portfolio
|
Q3 2024
Added 1.16%
|
|
|
Aafmaa Wealth Management & Trust LLC
|
Oct 16, 2024 Q3 2024 |
3,587
shares
|
$1.81 Million
0.83% of portfolio
|
Q3 2024
Reduced 2.45%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
3,583
shares
|
$1.81 Million
0.1% of portfolio
|
Q4 2023
Reduced 1.75%
|
|
|
Transform Wealth, LLC
|
Oct 15, 2024 Q3 2024 |
3,580
shares
|
$1.81 Million
0.13% of portfolio
|
Q2 2024
Reduced 0.06%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Nov 04, 2024 Q3 2024 |
3,575
shares
|
$1.8 Million
0.32% of portfolio
|
Q3 2024
Added 86.0%
|
|
|
Portfolio Design Labs, LLC
Encino, CA |
Nov 08, 2024 Q3 2024 |
3,557
shares
|
$1.8 Million
0.51% of portfolio
|
Q3 2024
New holding
|
|
|
Tealwood Asset Management Inc
|
Oct 08, 2024 Q3 2024 |
3,553
shares
|
$1.79 Million
0.8% of portfolio
|
Q3 2024
New holding
|
|
|
Barlow Wealth Partners, Inc.
Louisville, KY |
Oct 08, 2024 Q3 2024 |
3,503
shares
|
$1.77 Million
0.23% of portfolio
|
Q2 2024
Reduced 90.75%
|
|
|
First Hawaiian Bank
|
Oct 04, 2024 Q3 2024 |
3,481
shares
|
$1.76 Million
0.06% of portfolio
|
Q3 2024
Reduced 6.48%
|
|
|
Platform Technology Partners
|
Nov 04, 2024 Q3 2024 |
3,448
shares
|
$1.74 Million
0.57% of portfolio
|
Q3 2024
Added 0.76%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
3,444
shares
|
$1.74 Million
1.11% of portfolio
|
Q1 2023
Added 5.32%
|
|
|
Reynders Mc Veigh Capital Management, LLC
|
Nov 14, 2024 Q3 2024 |
3,430
shares
|
$1.73 Million
0.09% of portfolio
|
Q1 2024
New holding
|