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 |
|---|---|---|---|---|---|
|
Paragon Private Wealth Management, LLC
|
Nov 07, 2024 Q3 2024 |
568
shares
|
$279,348
0.15% of portfolio
|
Q3 2024
Added 18.09%
|
|
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
Feb 16, 2024 Q4 2023 |
565
shares
|
$277,872
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Nov 08, 2024 Q3 2024 |
565
shares
|
$277,872
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Amg National Trust Bank
|
Nov 07, 2024 Q3 2024 |
563
shares
|
$276,889
0.01% of portfolio
|
Q3 2024
Reduced 13.91%
|
|
|
Grimes & Company, Inc.
|
Oct 22, 2024 Q3 2024 |
562
shares
|
$276,397
0.01% of portfolio
|
Q3 2024
Added 11.95%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Oct 23, 2024 Q3 2024 |
562
shares
|
$276,397
0.08% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 15, 2024 Q3 2024 |
562
shares
|
$276,397
0.01% of portfolio
|
Q3 2024
Added 0.9%
|
|
|
Avantax Planning Partners, Inc.
|
Nov 13, 2024 Q3 2024 |
560
shares
|
$275,413
0.01% of portfolio
|
Q3 2024
Added 20.17%
|
|
|
Stegent Equity Advisors, Inc.
Houston, TX |
Oct 18, 2024 Q3 2024 |
557
shares
|
$273,938
0.37% of portfolio
|
Q3 2024
Reduced 14.04%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2024 Q3 2024 |
554
shares
|
$272,462
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
Oct 11, 2024 Q3 2024 |
553
shares
|
$271,970
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Oct 15, 2024 Q3 2024 |
553
shares
|
$271,970
0.1% of portfolio
|
Q3 2024
Reduced 0.54%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
552
shares
|
$271,479
0.01% of portfolio
|
Q3 2024
Reduced 69.27%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
Nov 13, 2024 Q3 2024 |
552
shares
|
$271,479
0.12% of portfolio
|
Q3 2024
Added 3.37%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
552
shares
|
$271,479
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Convergence Investment Partners, LLC
|
Oct 29, 2024 Q3 2024 |
550
shares
|
$270,495
0.08% of portfolio
|
Q3 2024
Reduced 2.14%
|
|
|
Virtus Investment Advisers, Inc.
Hartford, CT |
Nov 14, 2024 Q3 2024 |
550
shares
|
$270,495
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Inscription Capital, LLC
Houston, TX |
Oct 24, 2024 Q3 2024 |
547
shares
|
$269,020
0.04% of portfolio
|
Q3 2024
Reduced 28.4%
|
|
|
Vista Wealth Management Group, LLC
|
Nov 06, 2024 Q3 2024 |
545
shares
|
$268,036
0.02% of portfolio
|
Q3 2024
Added 5.01%
|
|
|
D.B. Root & Company, LLC
|
Oct 31, 2024 Q3 2024 |
544
shares
|
$267,544
0.09% of portfolio
|
Q3 2024
Reduced 43.04%
|
|
|
Veritas Investment Partners (Uk) Ltd.
London, X0 |
Oct 18, 2024 Q3 2024 |
540
shares
|
$265,577
0.01% of portfolio
|
Q3 2024
Added 35.0%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Nov 12, 2024 Q3 2024 |
538
shares
|
$264,593
0.02% of portfolio
|
Q3 2024
Added 2.48%
|
|
|
Five Oceans Advisors
|
Oct 15, 2024 Q3 2024 |
537
shares
|
$264,101
0.15% of portfolio
|
Q3 2024
Added 4.88%
|
|
|
Hengehold Capital Management LLC
|
Oct 16, 2024 Q3 2024 |
537
shares
|
$264,101
0.03% of portfolio
|
Q3 2024
Added 10.49%
|
|
|
Liberty One Investment Management, LLC
|
Oct 31, 2024 Q3 2024 |
537
shares
|
$264,101
0.03% of portfolio
|
Q3 2024
Reduced 0.19%
|