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 |
|---|---|---|---|---|---|
|
True Wealth Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
753
shares
|
$370,332
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
752
shares
|
$369,841
0.03% of portfolio
|
Q1 2024
Reduced 7.39%
|
|
|
Violich Capital Management, Inc.
|
Oct 18, 2024 Q3 2024 |
750
shares
|
$368,857
0.05% of portfolio
|
Q3 2020
Reduced 11.76%
|
|
|
Advisor Os, LLC
|
Nov 04, 2024 Q3 2024 |
750
shares
|
$368,857
0.04% of portfolio
|
Q3 2024
Added 15.38%
|
|
|
Somerset Group LLC
Wayzata, MN |
Nov 12, 2024 Q3 2024 |
750
shares
|
$368,857
0.36% of portfolio
|
Q3 2021
New holding
|
|
|
Lb Partners LLC
Charlottesville, VA |
Oct 21, 2024 Q3 2024 |
750
shares
|
$368,857
0.34% of portfolio
|
Q4 2023
New holding
|
|
|
Destination Wealth Management
|
Nov 25, 2024 Q3 2024 |
749
shares
|
$368,365
0.01% of portfolio
|
Q3 2024
Reduced 1.71%
|
|
|
Integrated Investment Consultants, LLC
|
Nov 12, 2024 Q3 2024 |
741
shares
|
$364,431
0.01% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Biltmore Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
737
shares
|
$362,463
0.07% of portfolio
|
Q3 2024
Added 6.5%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Nov 01, 2024 Q3 2024 |
736
shares
|
$361,972
0.11% of portfolio
|
Q3 2024
Added 3.37%
|
|
|
Busey Wealth Management
|
Oct 23, 2024 Q3 2024 |
735
shares
|
$361,480
0.01% of portfolio
|
Q3 2024
Added 20.69%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 05, 2024 Q3 2024 |
733
shares
|
$360,496
0.05% of portfolio
|
Q3 2024
Added 2.81%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
732
shares
|
$360,004
0.08% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Arrow Mark Colorado Holdings LLC
Denver, CO |
Nov 14, 2024 Q3 2024 |
731
shares
|
$359,513
0.01% of portfolio
|
Q2 2022
Reduced 24.87%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
731
shares
|
$359,513
0.01% of portfolio
|
Q3 2024
Reduced 14.9%
|
|
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
Nov 13, 2023 Q3 2023 |
730
shares
|
$359,021
0.43% of portfolio
|
Q3 2023
New holding
|
|
|
Shufro Rose & CO LLC
|
Nov 12, 2024 Q3 2024 |
727
shares
|
$357,545
0.03% of portfolio
|
Q2 2024
Added 9.0%
|
|
|
Grove Bank & Trust
|
Oct 11, 2024 Q3 2024 |
727
shares
|
$357,545
0.06% of portfolio
|
Q3 2024
Added 7.7%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
726
shares
|
$357,054
0.11% of portfolio
|
Q3 2024
Reduced 26.67%
|
|
|
Osborne Partners Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
725
shares
|
$356,562
0.02% of portfolio
|
Q2 2023
Reduced 6.33%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
725
shares
|
$356,562
0.07% of portfolio
|
Q2 2024
Reduced 16.86%
|
|
|
Anchor Capital Advisors LLC
|
Oct 31, 2024 Q3 2024 |
724
shares
|
$356,070
0.01% of portfolio
|
Q3 2024
Reduced 2.03%
|
|
|
Xml Financial, LLC
|
Nov 01, 2024 Q3 2024 |
723
shares
|
$355,578
0.03% of portfolio
|
Q3 2024
Added 9.88%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
723
shares
|
$355,578
0.1% of portfolio
|
Q3 2022
Added 3.88%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
721
shares
|
$354,595
0.1% of portfolio
|
Q2 2022
Added 3.0%
|