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 |
|---|---|---|---|---|---|
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
Nov 12, 2024 Q3 2024 |
689
shares
|
$338,857
0.25% of portfolio
|
Q3 2024
New holding
|
|
|
Patten & Patten Inc
|
Nov 04, 2024 Q3 2024 |
683
shares
|
$335,906
0.02% of portfolio
|
Q2 2024
Reduced 6.82%
|
|
|
J. L. Bainbridge & Co., Inc.
|
Nov 12, 2024 Q3 2024 |
682
shares
|
$335,414
0.03% of portfolio
|
Q2 2024
Reduced 4.88%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
682
shares
|
$335,414
0.06% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Oct 08, 2024 Q3 2024 |
673
shares
|
$330,988
0.18% of portfolio
|
Q3 2024
Added 7.34%
|
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
Nov 12, 2024 Q3 2024 |
671
shares
|
$330,004
0.05% of portfolio
|
Q3 2024
Added 0.75%
|
|
|
Peterson Wealth Services
|
Nov 06, 2024 Q3 2024 |
669
shares
|
$329,020
0.11% of portfolio
|
Q3 2024
Added 12.25%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 11, 2024 Q3 2024 |
667
shares
|
$328,037
0.06% of portfolio
|
Q3 2024
Reduced 41.39%
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
666
shares
|
$327,545
0.28% of portfolio
|
Q3 2024
Reduced 4.58%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Oct 11, 2024 Q3 2024 |
666
shares
|
$327,545
0.06% of portfolio
|
Q2 2024
Added 1.52%
|
|
|
Financial Insights, Inc.
|
Oct 22, 2024 Q3 2024 |
665
shares
|
$327,053
0.11% of portfolio
|
Q3 2024
Reduced 50.45%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
660
shares
|
$324,594
0.06% of portfolio
|
Q3 2024
Added 12.63%
|
|
|
Values First Advisors, Inc.
|
Oct 23, 2024 Q3 2024 |
657
shares
|
$323,119
0.19% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Personal Cfo Solutions, LLC
|
Nov 14, 2024 Q3 2024 |
654
shares
|
$321,643
0.05% of portfolio
|
Q3 2024
Added 2.03%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Nov 08, 2024 Q3 2024 |
653
shares
|
$321,151
0.08% of portfolio
|
Q4 2022
New holding
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Oct 16, 2024 Q3 2024 |
653
shares
|
$321,151
0.08% of portfolio
|
Q4 2022
New holding
|
|
|
David R. Rahn & Associates Inc.
|
Nov 13, 2024 Q3 2024 |
652
shares
|
$320,660
0.1% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Lafayette Investments, Inc.
|
Oct 22, 2024 Q3 2024 |
652
shares
|
$320,660
0.07% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Tfc Financial Management
|
Oct 24, 2024 Q3 2024 |
652
shares
|
$320,660
0.05% of portfolio
|
Q3 2024
Added 3.16%
|
|
|
Ifrah Financial Services, Inc.
|
Oct 31, 2024 Q3 2024 |
652
shares
|
$320,660
0.09% of portfolio
|
Q3 2024
Reduced 2.69%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
652
shares
|
$320,660
0.0% of portfolio
|
Q3 2024
Reduced 2.98%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
648
shares
|
$318,692
0.02% of portfolio
|
Q3 2024
Added 46.94%
|
|
|
Financial Alternatives, Inc
La Jolla, CA |
Nov 14, 2024 Q3 2024 |
648
shares
|
$318,692
0.24% of portfolio
|
Q3 2024
Added 18.25%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
646
shares
|
$317,709
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Keynote Financial Services LLC
Vernon, CT |
Oct 31, 2024 Q3 2024 |
640
shares
|
$314,758
0.25% of portfolio
|
Q3 2024
Reduced 16.88%
|