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 $130 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Great Diamond Partners, LLC
|
Oct 25, 2024 Q3 2024 |
874
shares
|
$429,841
0.12% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Nov 01, 2024 Q3 2024 |
871
shares
|
$428,366
0.05% of portfolio
|
Q3 2024
Reduced 22.23%
|
|
|
Summitry LLC
Foster City, CA |
Nov 07, 2024 Q3 2024 |
865
shares
|
$425,415
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
863
shares
|
$424,432
0.28% of portfolio
|
Q2 2023
Reduced 18.74%
|
|
|
Triad Investment Management
|
Apr 12, 2024 Q1 2024 |
861
shares
|
$423,448
0.47% of portfolio
|
Q1 2024
Added 0.82%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
858
shares
|
$421,972
0.04% of portfolio
|
Q3 2023
Added 1.66%
|
|
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
Oct 23, 2024 Q3 2024 |
856
shares
|
$420,989
0.23% of portfolio
|
Q3 2024
Added 58.81%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Oct 31, 2024 Q3 2024 |
853
shares
|
$419,513
0.08% of portfolio
|
Q3 2024
Added 8.66%
|
|
|
Epic Trust Investment Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
850
shares
|
$418,038
0.45% of portfolio
|
Q2 2024
Added 3.91%
|
|
|
Taurus Asset Management, LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
846
shares
|
$416,071
0.04% of portfolio
|
Q3 2024
Added 10.44%
|
|
|
Blue Path Capital Management, LLC
Atlanta, GA |
Oct 29, 2024 Q3 2024 |
846
shares
|
$416,071
0.27% of portfolio
|
Q3 2024
Reduced 60.94%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Nov 14, 2024 Q3 2024 |
842
shares
|
$414,104
0.09% of portfolio
|
Q3 2024
Added 31.77%
|
|
|
Onefund, LLC
Saint Petersburg, FL |
Nov 13, 2024 Q3 2024 |
840
shares
|
$413,120
0.44% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
838
shares
|
$412,136
0.05% of portfolio
|
Q3 2024
Added 5.28%
|
|
|
Matthew Goff Investment Advisor, LLC
|
Oct 17, 2024 Q3 2024 |
836
shares
|
$411,153
0.08% of portfolio
|
Q1 2024
Reduced 3.69%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
836
shares
|
$411,153
0.01% of portfolio
|
Q3 2024
Reduced 70.14%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Nov 06, 2024 Q3 2024 |
836
shares
|
$411,153
0.02% of portfolio
|
Q3 2024
Reduced 12.83%
|
|
|
Bank Of Stockton
|
Oct 23, 2024 Q3 2024 |
834
shares
|
$410,169
0.13% of portfolio
|
Q3 2024
Reduced 3.58%
|
|
|
Optas, LLC
|
Oct 29, 2024 Q3 2024 |
834
shares
|
$410,169
0.1% of portfolio
|
Q3 2024
Added 3.6%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Nov 12, 2024 Q3 2024 |
826
shares
|
$406,235
0.14% of portfolio
|
Q2 2023
Reduced 2.59%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
824
shares
|
$405,251
0.02% of portfolio
|
Q3 2022
Reduced 2.14%
|
|
|
Joel Isaacson & Co., LLC
|
Oct 23, 2024 Q3 2024 |
823
shares
|
$404,759
0.02% of portfolio
|
Q3 2024
Reduced 7.84%
|
|
|
Cornerstone Wealth Group, LLC
|
Oct 25, 2024 Q3 2024 |
822
shares
|
$404,267
0.03% of portfolio
|
Q3 2024
Added 2.49%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Oct 17, 2024 Q3 2024 |
818
shares
|
$402,300
0.05% of portfolio
|
Q3 2024
Added 59.14%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
816
shares
|
$401,316
0.01% of portfolio
|
Q3 2024
New holding
|