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 2,043 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 |
|---|---|---|---|---|---|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
5,161
shares
|
$2.51 Million
0.07% of portfolio
|
Q2 2023
New holding
|
|
|
Ridgecrest Wealth Partners, LLC
|
Aug 05, 2024 Q2 2024 |
5,142
shares
|
$2.5 Million
1.38% of portfolio
|
Q2 2024
Reduced 0.06%
|
|
|
Quest Partners LLC
New York, NY |
Aug 06, 2024 Q2 2024 |
5,100
shares
|
$2.48 Million
0.31% of portfolio
|
Q2 2024
Reduced 1.05%
|
|
|
Harrell Investment Partners, LLC
Austin, TX |
Oct 11, 2024 Q3 2024 |
5,077
shares
|
$2.47 Million
0.74% of portfolio
|
Q3 2024
Added 2.28%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
5,073
shares
|
$2.47 Million
0.19% of portfolio
|
Q3 2021
Added 0.19%
|
|
|
Dohj, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
5,008
shares
|
$2.44 Million
0.6% of portfolio
|
Q3 2024
Added 2.58%
|
|
|
Viking Fund Management LLC
|
Oct 11, 2024 Q3 2024 |
5,000
shares
|
$2.43 Million
0.43% of portfolio
|
Q4 2020
Added 35.14%
|
|
|
Jgp Global Gestao De Recursos Ltda.
|
Aug 02, 2024 Q2 2024 |
5,000
shares
|
$2.43 Million
3.79% of portfolio
|
Q2 2024
Added 66.67%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
4,994
shares
|
$2.43 Million
0.11% of portfolio
|
Q2 2024
Added 3.22%
|
|
|
Parallel Advisors, LLC
|
Aug 08, 2024 Q2 2024 |
4,983
shares
|
$2.42 Million
0.06% of portfolio
|
Q2 2024
Reduced 0.93%
|
|
|
Lake Street Advisors Group, LLC
|
Oct 23, 2024 Q3 2024 |
4,973
shares
|
$2.42 Million
0.12% of portfolio
|
Q3 2024
Added 5.23%
|
|
|
Waverton Investment Management LTD
|
Aug 05, 2024 Q2 2024 |
4,953
shares
|
$2.41 Million
0.04% of portfolio
|
Q2 2024
Reduced 1.9%
|
|
|
Point Break Capital Management, LLC
Miami, FL |
Aug 14, 2024 Q2 2024 |
4,939
shares
|
$2.4 Million
2.39% of portfolio
|
Q2 2024
Added 83.33%
|
|
|
American Money Management, LLC
|
Aug 13, 2024 Q2 2024 |
4,929
shares
|
$2.4 Million
0.47% of portfolio
|
Q2 2024
Reduced 4.53%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 14, 2024 Q2 2024 |
4,884
shares
|
$2.38 Million
0.14% of portfolio
|
Q2 2024
Added 136.17%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
4,850
shares
|
$2.36 Million
0.1% of portfolio
|
Q3 2024
Reduced 4.77%
|
|
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
Aug 15, 2024 Q2 2024 |
4,838
shares
|
$2.35 Million
0.38% of portfolio
|
Q2 2024
Added 15.27%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
4,825
shares
|
$2.35 Million
0.09% of portfolio
|
Q2 2024
Reduced 4.25%
|
|
|
Advanced Portfolio Management, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
4,801
shares
|
$2.34 Million
1.41% of portfolio
|
Q1 2024
New holding
|
|
|
Strategic Capital Advisers, Inc.
|
Jul 18, 2022 Q2 2022 |
4,800
shares
|
$2.34 Million
1.34% of portfolio
|
Q3 2021
New holding
|
|
|
Sciencast Management LP
|
Aug 13, 2024 Q2 2024 |
4,798
shares
|
$2.33 Million
0.75% of portfolio
|
Q2 2024
New holding
|
|
|
Profund Advisors LLC
|
Aug 13, 2024 Q2 2024 |
4,796
shares
|
$2.33 Million
0.08% of portfolio
|
Q2 2024
Reduced 2.54%
|
|
|
Fosun International LTD
|
Aug 08, 2024 Q2 2024 |
4,790
shares
|
$2.33 Million
2.4% of portfolio
|
Q1 2024
Added 42.56%
|
|
|
Enterprise Bank & Trust CO
|
Oct 08, 2024 Q3 2024 |
4,759
shares
|
$2.32 Million
0.8% of portfolio
|
Q2 2024
Reduced 0.42%
|
|
|
Ibex Wealth Advisors
Lebanon, NJ |
Aug 06, 2024 Q2 2024 |
4,690
shares
|
$2.28 Million
0.33% of portfolio
|
Q2 2024
New holding
|