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 |
|---|---|---|---|---|---|
|
Lvm Capital Management LTD
|
Oct 03, 2024 Q3 2024 |
638
shares
|
$313,774
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Romano Brothers And Company
Evanston, IL |
Oct 22, 2024 Q3 2024 |
638
shares
|
$313,774
0.04% of portfolio
|
Q2 2024
Reduced 2.0%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Oct 24, 2024 Q3 2024 |
635
shares
|
$312,299
0.05% of portfolio
|
Q3 2024
Added 9.29%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
633
shares
|
$311,315
0.03% of portfolio
|
Q3 2024
Reduced 3.36%
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
Oct 31, 2024 Q3 2024 |
627
shares
|
$308,364
0.05% of portfolio
|
Q3 2024
Reduced 6.42%
|
|
|
Vera Bank, N.A.
|
Nov 04, 2024 Q3 2024 |
626
shares
|
$307,873
0.1% of portfolio
|
Q4 2022
New holding
|
|
|
Family Wealth Group, LLC
Lexington, KY |
Nov 14, 2024 Q3 2024 |
625
shares
|
$307,381
0.35% of portfolio
|
Q3 2024
Reduced 4.14%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Oct 09, 2024 Q3 2024 |
620
shares
|
$304,922
0.07% of portfolio
|
Q3 2024
Added 4.2%
|
|
|
Compass Ion Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
616
shares
|
$302,954
0.04% of portfolio
|
Q3 2024
Added 1.48%
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Oct 23, 2024 Q3 2024 |
612
shares
|
$300,987
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Oct 18, 2024 Q3 2024 |
611
shares
|
$300,495
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
610
shares
|
$300,004
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
610
shares
|
$300,004
0.01% of portfolio
|
Q3 2024
Added 23.23%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Nov 12, 2024 Q3 2024 |
608
shares
|
$299,020
0.07% of portfolio
|
Q3 2024
Reduced 4.7%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Oct 25, 2024 Q3 2024 |
608
shares
|
$299,020
0.07% of portfolio
|
Q3 2024
Added 1.0%
|
|
|
Capital Market Strategies LLC
|
Oct 03, 2024 Q3 2024 |
606
shares
|
$298,036
0.2% of portfolio
|
Q3 2024
Added 5.39%
|
|
|
Ted Buchan & CO
San Diego, CA |
Nov 01, 2024 Q3 2024 |
604
shares
|
$297,053
0.15% of portfolio
|
Q2 2024
New holding
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
601
shares
|
$295,577
0.14% of portfolio
|
Q4 2023
New holding
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
601
shares
|
$295,577
0.02% of portfolio
|
Q1 2023
Reduced 22.55%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
601
shares
|
$295,577
0.02% of portfolio
|
Q1 2023
Reduced 22.55%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 22, 2024 Q3 2024 |
598
shares
|
$294,102
0.01% of portfolio
|
Q3 2024
Reduced 17.86%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Nov 07, 2024 Q3 2024 |
598
shares
|
$294,102
0.06% of portfolio
|
Q3 2024
Reduced 4.17%
|
|
|
Benchmark Investment Advisors LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
596
shares
|
$293,118
0.22% of portfolio
|
Q3 2024
Reduced 53.55%
|
|
|
Courage Miller Partners, LLC
|
Oct 21, 2024 Q3 2024 |
595
shares
|
$292,626
0.1% of portfolio
|
Q1 2023
New holding
|
|
|
Kg&L Capital Management,Llc
|
Oct 29, 2024 Q3 2024 |
595
shares
|
$292,626
0.1% of portfolio
|
Q3 2024
New holding
|