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 $131 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
2,304
shares
|
$1.15 Million
0.03% of portfolio
|
Q3 2024
Reduced 12.73%
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Nov 01, 2024 Q3 2024 |
2,302
shares
|
$1.15 Million
0.39% of portfolio
|
Q3 2024
Added 1.54%
|
|
|
Bowman & CO S.C.
|
Nov 07, 2024 Q3 2024 |
2,298
shares
|
$1.14 Million
0.64% of portfolio
|
Q3 2024
Added 10.8%
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
Nov 12, 2024 Q3 2024 |
2,297
shares
|
$1.14 Million
0.23% of portfolio
|
Q2 2024
Added 59.62%
|
|
|
Lebenthal Global Advisors, LLC
|
Oct 28, 2024 Q3 2024 |
2,272
shares
|
$1.13 Million
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Oct 28, 2024 Q3 2024 |
2,267
shares
|
$1.13 Million
0.14% of portfolio
|
Q3 2024
Reduced 4.39%
|
|
|
Intact Investment Management Inc.
Montreal, A8 |
Oct 29, 2024 Q3 2024 |
2,260
shares
|
$1.13 Million
0.04% of portfolio
|
Q2 2024
Added 41.25%
|
|
|
Fortis Capital Management LLC
|
Nov 05, 2024 Q3 2024 |
2,247
shares
|
$1.12 Million
0.23% of portfolio
|
Q3 2024
Added 15.23%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
2,236
shares
|
$1.11 Million
0.41% of portfolio
|
Q3 2024
New holding
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
2,228
shares
|
$1.11 Million
0.03% of portfolio
|
Q3 2024
Added 4.45%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 08, 2024 Q3 2024 |
2,228
shares
|
$1.11 Million
0.1% of portfolio
|
Q3 2024
Reduced 5.67%
|
|
|
Waverton Investment Management LTD
|
Nov 05, 2024 Q3 2024 |
2,198
shares
|
$1.1 Million
0.02% of portfolio
|
Q3 2024
Reduced 55.62%
|
|
|
Cwa Asset Management Group, LLC
|
Nov 01, 2024 Q3 2024 |
2,188
shares
|
$1.09 Million
0.06% of portfolio
|
Q3 2024
Added 2.39%
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
2,178
shares
|
$1.09 Million
0.09% of portfolio
|
Q3 2024
Added 2.59%
|
|
|
Everhart Financial Group, Inc.
|
Nov 04, 2024 Q3 2024 |
2,172
shares
|
$1.08 Million
0.25% of portfolio
|
Q3 2024
Added 21.95%
|
|
|
Monterey Private Wealth, Inc.
|
Oct 03, 2024 Q3 2024 |
2,169
shares
|
$1.08 Million
0.38% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Members Trust CO
|
Oct 15, 2024 Q3 2024 |
2,168
shares
|
$1.08 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Foster Group, Inc.
|
Oct 07, 2024 Q3 2024 |
2,163
shares
|
$1.08 Million
0.04% of portfolio
|
Q3 2024
Reduced 3.44%
|
|
|
Kerrisdale Advisers, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
2,160
shares
|
$1.08 Million
0.42% of portfolio
|
Q3 2024
Reduced 81.22%
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2024 Q3 2024 |
2,158
shares
|
$1.08 Million
0.24% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Slate Stone Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
2,154
shares
|
$1.07 Million
0.1% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Bridgefront Capital, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
2,143
shares
|
$1.07 Million
0.44% of portfolio
|
Q3 2024
New holding
|
|
|
Andesa Financial Management Inc.
|
May 04, 2023 Q1 2023 |
2,134
shares
|
$1.06 Million
0.22% of portfolio
|
Q1 2023
Added 76.36%
|
|
|
Napa Wealth Management
Napa, CA |
Nov 07, 2024 Q3 2024 |
2,131
shares
|
$1.06 Million
0.52% of portfolio
|
Q3 2024
New holding
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Oct 23, 2024 Q3 2024 |
2,120
shares
|
$1.06 Million
0.19% of portfolio
|
Q3 2024
Reduced 2.53%
|