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 $131 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fulcrum Equity Management
|
Nov 21, 2024 Q3 2024 |
388
shares
|
$193,231
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Oct 08, 2024 Q3 2024 |
385
shares
|
$191,737
0.04% of portfolio
|
Q3 2024
Added 20.69%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
381
shares
|
$189,745
0.02% of portfolio
|
Q2 2023
Added 988.57%
|
|
|
Natixis Investment Managers International
Paris, I0 |
Nov 13, 2024 Q3 2024 |
375
shares
|
$186,757
0.01% of portfolio
|
Q3 2024
Reduced 13.59%
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
360
shares
|
$179,287
0.01% of portfolio
|
Q2 2024
Reduced 2.96%
|
|
|
Versant Capital Management, Inc
|
Oct 07, 2024 Q3 2024 |
350
shares
|
$174,307
0.04% of portfolio
|
Q3 2024
Added 7.03%
|
|
|
American National Bank
|
Oct 02, 2024 Q3 2024 |
348
shares
|
$173,310
0.02% of portfolio
|
Q3 2024
Reduced 2.25%
|
|
|
First Command Advisory Services, Inc.
|
Oct 25, 2024 Q3 2024 |
336
shares
|
$167,334
0.0% of portfolio
|
Q3 2024
Reduced 10.64%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 18, 2024 Q3 2024 |
336
shares
|
$167,334
0.01% of portfolio
|
Q3 2024
Reduced 2.89%
|
|
|
Security National Bank
|
Oct 07, 2024 Q3 2024 |
335
shares
|
$166,836
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Oct 25, 2024 Q3 2024 |
335
shares
|
$166,836
0.03% of portfolio
|
Q1 2024
Added 118.95%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
325
shares
|
$161,856
0.01% of portfolio
|
Q3 2023
Reduced 78.8%
|
|
|
Hilltop National Bank
Casper, WY |
Oct 15, 2024 Q3 2024 |
319
shares
|
$158,868
0.05% of portfolio
|
Q3 2024
Reduced 3.04%
|
|
|
Alpha Paradigm Partners, LLC
Chicago, IL |
Feb 13, 2023 Q4 2022 |
315
shares
|
$156,876
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Goldstream Capital Management LTD
|
Nov 14, 2024 Q3 2024 |
309
shares
|
$153,888
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
High Mark Wealth Management LLC
|
Oct 17, 2024 Q3 2024 |
300
shares
|
$149,406
0.08% of portfolio
|
Q2 2023
Reduced 17.36%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 25, 2024 Q3 2024 |
300
shares
|
$149,406
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
300
shares
|
$149,406
0.04% of portfolio
|
Q2 2024
Reduced 14.29%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
288
shares
|
$143,429
0.0% of portfolio
|
Q3 2024
Added 37.8%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
281
shares
|
$139,943
0.02% of portfolio
|
Q3 2024
Added 14.23%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
281
shares
|
$139,943
0.06% of portfolio
|
Q3 2023
New holding
|
|
|
Tompkins Financial Corp
|
Nov 01, 2024 Q3 2024 |
280
shares
|
$139,445
0.01% of portfolio
|
Q3 2023
Reduced 5.08%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 14, 2024 Q3 2024 |
280
shares
|
$139,445
0.04% of portfolio
|
Q3 2024
Reduced 38.6%
|
|
|
Webster Bank, N. A.
|
Oct 10, 2024 Q3 2024 |
274
shares
|
$136,457
0.02% of portfolio
|
Q1 2024
Added 9.6%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
264
shares
|
$131,477
0.11% of portfolio
|
Q3 2024
Reduced 14.01%
|