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 2,049 institutions that hold shares in the stock, with a total of 267 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 |
|---|---|---|---|---|---|
|
Btc Capital Management, Inc.
|
Oct 21, 2024 Q3 2024 |
11,257
shares
|
$5.47 Million
0.52% of portfolio
|
Q3 2024
Reduced 5.06%
|
|
|
Meridian Wealth Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
11,255
shares
|
$5.47 Million
1.08% of portfolio
|
Q3 2024
Added 2.46%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Aug 06, 2024 Q2 2024 |
11,249
shares
|
$5.47 Million
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Aug 13, 2024 Q2 2024 |
11,195
shares
|
$5.44 Million
0.18% of portfolio
|
Q2 2024
Added 3.84%
|
|
|
Eventide Asset Management, LLC
Boston, MA |
Aug 13, 2024 Q2 2024 |
11,162
shares
|
$5.43 Million
0.09% of portfolio
|
Q2 2024
Added 38.01%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 02, 2024 Q2 2024 |
11,142
shares
|
$5.42 Million
0.06% of portfolio
|
Q2 2024
Added 133.63%
|
|
|
Duncker Streett & CO Inc
|
Jul 31, 2024 Q2 2024 |
11,132
shares
|
$5.41 Million
0.96% of portfolio
|
Q2 2024
Added 0.29%
|
|
|
Everence Capital Management Inc
|
Oct 21, 2024 Q3 2024 |
11,124
shares
|
$5.41 Million
0.36% of portfolio
|
Q2 2024
Reduced 8.25%
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
11,115
shares
|
$5.41 Million
0.9% of portfolio
|
Q3 2023
Reduced 1.21%
|
|
|
Blue Zone Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
11,078
shares
|
$5.39 Million
1.9% of portfolio
|
Q3 2024
Added 3.07%
|
|
|
Financial Counselors Inc
|
Aug 01, 2024 Q2 2024 |
11,003
shares
|
$5.35 Million
0.08% of portfolio
|
Q2 2024
Reduced 0.79%
|
|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
Aug 15, 2024 Q2 2024 |
10,963
shares
|
$5.33 Million
0.48% of portfolio
|
Q2 2024
Reduced 5.47%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
10,922
shares
|
$5.31 Million
0.06% of portfolio
|
Q3 2024
Reduced 9.77%
|
|
|
Neos Investment Management LLC
Westport, CT |
Aug 14, 2024 Q2 2024 |
10,909
shares
|
$5.3 Million
0.2% of portfolio
|
Q2 2024
Added 39.09%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Jul 30, 2024 Q2 2024 |
10,867
shares
|
$5.28 Million
0.32% of portfolio
|
Q2 2024
Added 15.43%
|
|
|
Ws Portfolio Advisory, LLC
Snoqualmie Pass, WA |
Apr 22, 2024 Q1 2024 |
10,864
shares
|
$5.28 Million
0.69% of portfolio
|
Q1 2024
Reduced 18.04%
|
|
|
Cloverfields Capital Group, LP
Minneapolis, MN |
Aug 13, 2024 Q2 2024 |
10,800
shares
|
$5.25 Million
1.74% of portfolio
|
Q2 2024
Added 0.49%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 22, 2024 Q2 2024 |
10,725
shares
|
$5.22 Million
0.05% of portfolio
|
Q2 2024
Reduced 8.87%
|
|
|
Scholtz & Company, LLC
Stamford, CT |
Aug 08, 2024 Q2 2024 |
10,702
shares
|
$5.2 Million
2.04% of portfolio
|
Q2 2024
Added 9.47%
|
|
|
Provident Investment Management, Inc.
Novi, MI |
Aug 07, 2024 Q2 2024 |
10,682
shares
|
$5.19 Million
0.46% of portfolio
|
Q1 2024
Reduced 83.18%
|
|
|
First Western Trust Bank
Denver, CO |
Aug 02, 2024 Q2 2024 |
10,672
shares
|
$5.19 Million
0.23% of portfolio
|
Q2 2024
Reduced 16.32%
|
|
|
Advisory Services Network, LLC
|
Aug 13, 2024 Q2 2024 |
10,666
shares
|
$5.19 Million
0.1% of portfolio
|
Q2 2024
Added 4.33%
|
|
|
Palisade Capital Management LLC
Fort Lee, NJ |
Aug 14, 2024 Q2 2024 |
10,594
shares
|
$5.15 Million
0.15% of portfolio
|
Q2 2024
New holding
|
|
|
Rba Wealth Management, LLC
|
Oct 21, 2024 Q3 2024 |
10,567
shares
|
$5.14 Million
2.1% of portfolio
|
Q3 2024
Added 1.27%
|
|
|
Hickory Lane Capital Management LP
New York, NY |
May 01, 2023 Q1 2023 |
10,500
shares
|
$5.11 Million
4.43% of portfolio
|
Q1 2023
Added 5.0%
|