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 |
|---|---|---|---|---|---|
|
Ml & R Wealth Management LLC
|
May 14, 2024 Q1 2024 |
594
shares
|
$292,135
0.06% of portfolio
|
Q3 2023
Added 0.17%
|
|
|
44 Wealth Management LLC
|
Oct 24, 2024 Q3 2024 |
593
shares
|
$291,643
0.11% of portfolio
|
Q3 2024
Added 1.02%
|
|
|
Spc Financial, Inc.
|
Oct 16, 2024 Q3 2024 |
593
shares
|
$291,643
0.03% of portfolio
|
Q3 2024
Reduced 3.73%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
591
shares
|
$290,659
0.01% of portfolio
|
Q3 2024
Added 11.72%
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Oct 28, 2024 Q3 2024 |
589
shares
|
$289,676
0.3% of portfolio
|
Q3 2024
Added 11.55%
|
|
|
Marco Investment Management LLC
|
Nov 12, 2024 Q3 2024 |
588
shares
|
$289,184
0.03% of portfolio
|
Q1 2024
Added 17.6%
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
Nov 14, 2024 Q3 2024 |
588
shares
|
$289,184
0.13% of portfolio
|
Q3 2024
Reduced 2.49%
|
|
|
Affinity Capital Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
587
shares
|
$288,692
0.06% of portfolio
|
Q2 2024
Reduced 0.17%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Oct 17, 2024 Q3 2024 |
586
shares
|
$288,200
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
585
shares
|
$287,708
0.04% of portfolio
|
Q3 2024
Added 8.74%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
584
shares
|
$287,217
0.03% of portfolio
|
Q2 2023
Reduced 2.18%
|
|
|
Ivc Wealth Advisors LLC
|
Oct 24, 2024 Q3 2024 |
582
shares
|
$286,233
0.17% of portfolio
|
Q2 2024
Added 2.65%
|
|
|
Mitchell Capital Management CO
|
Nov 12, 2024 Q3 2024 |
582
shares
|
$286,233
0.05% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
582
shares
|
$286,233
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Naviter Wealth, LLC
|
Oct 16, 2024 Q3 2024 |
581
shares
|
$285,741
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Napatree Capital LLC
Westerly, RI |
Nov 12, 2024 Q3 2024 |
581
shares
|
$285,741
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 24, 2024 Q3 2024 |
581
shares
|
$285,741
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Wrapmanager Inc
|
Nov 07, 2024 Q3 2024 |
580
shares
|
$285,249
0.08% of portfolio
|
Q3 2024
Reduced 11.59%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Nov 15, 2024 Q3 2024 |
579
shares
|
$284,757
0.01% of portfolio
|
Q3 2024
Added 2.66%
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
Nov 06, 2024 Q3 2024 |
578
shares
|
$284,266
0.07% of portfolio
|
Q3 2024
Added 5.28%
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
577
shares
|
$283,774
0.07% of portfolio
|
Q3 2024
Added 1.05%
|
|
|
Bouchey Financial Group LTD
|
Oct 24, 2024 Q3 2024 |
576
shares
|
$283,282
0.03% of portfolio
|
Q3 2024
Added 2.13%
|
|
|
Strong Box Wealth, LLC
|
Nov 12, 2024 Q3 2024 |
575
shares
|
$282,790
0.13% of portfolio
|
Q1 2024
Reduced 1.71%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Oct 11, 2024 Q3 2024 |
573
shares
|
$281,807
0.29% of portfolio
|
Q3 2024
New holding
|
|
|
Forbes J M & CO LLP
|
Oct 24, 2024 Q3 2024 |
569
shares
|
$279,839
0.03% of portfolio
|
Q2 2023
New holding
|