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 |
|---|---|---|---|---|---|
|
Valeo Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
4,365
shares
|
$2.12 Million
0.06% of portfolio
|
Q3 2024
Added 4.95%
|
|
|
Vivid Wealth Management, LLC
West Des Moines, IA |
Oct 24, 2024 Q3 2024 |
4,349
shares
|
$2.12 Million
1.17% of portfolio
|
Q3 2024
New holding
|
|
|
Ern LLC
|
Jul 13, 2022 Q2 2022 |
4,344
shares
|
$2.11 Million
1.64% of portfolio
|
Q2 2022
New holding
|
|
|
Inverness Counsel LLC
|
Oct 26, 2022 Q3 2022 |
4,340
shares
|
$2.11 Million
0.07% of portfolio
|
Q3 2022
Added 7.35%
|
|
|
Decatur Capital Management, Inc.
Decatur, GA |
Aug 14, 2024 Q2 2024 |
4,333
shares
|
$2.11 Million
0.94% of portfolio
|
Q2 2024
Added 2.75%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Aug 14, 2024 Q2 2024 |
4,330
shares
|
$2.11 Million
0.35% of portfolio
|
Q2 2024
Added 26.28%
|
|
|
Peloton Wealth Strategists
Indianapolis, IN |
Aug 15, 2024 Q2 2024 |
4,323
shares
|
$2.1 Million
0.81% of portfolio
|
Q2 2024
Reduced 2.98%
|
|
|
Lederer & Associates Investment Counsel
Long Beach, CA |
Oct 24, 2024 Q3 2024 |
4,304
shares
|
$2.09 Million
1.56% of portfolio
|
Q3 2024
Reduced 2.82%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2024 Q2 2024 |
4,261
shares
|
$2.07 Million
0.05% of portfolio
|
Q2 2024
Reduced 7.83%
|
|
|
Ims Capital Management
|
Aug 21, 2024 Q2 2024 |
4,256
shares
|
$2.07 Million
0.87% of portfolio
|
Q2 2024
Added 0.71%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
4,233
shares
|
$2.06 Million
0.12% of portfolio
|
Q3 2023
New holding
|
|
|
Atom Investors LP
Austin, TX |
Aug 14, 2024 Q2 2024 |
4,210
shares
|
$2.05 Million
0.19% of portfolio
|
Q2 2024
Reduced 19.7%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Aug 09, 2024 Q2 2024 |
4,209
shares
|
$2.05 Million
0.15% of portfolio
|
Q2 2024
Added 2.99%
|
|
|
Wedmont Private Capital
|
Oct 08, 2024 Q3 2024 |
4,187
shares
|
$2.04 Million
0.12% of portfolio
|
Q3 2024
Added 15.6%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
4,181
shares
|
$2.03 Million
0.24% of portfolio
|
Q1 2024
New holding
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Aug 02, 2024 Q2 2024 |
4,156
shares
|
$2.02 Million
0.19% of portfolio
|
Q2 2024
Added 4.08%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
4,132
shares
|
$2.01 Million
0.1% of portfolio
|
Q2 2022
Added 65.15%
|
|
|
Solidarilty Wealth, LLC
Lehi, UT |
Oct 25, 2024 Q3 2024 |
4,126
shares
|
$2.01 Million
0.58% of portfolio
|
Q3 2024
Reduced 22.53%
|
|
|
Parsons Capital Management Inc
|
Jul 19, 2024 Q2 2024 |
4,120
shares
|
$2 Million
0.13% of portfolio
|
Q2 2024
Reduced 1.27%
|
|
|
Lowell Blake & Associates Inc.
Boston, MA |
Nov 13, 2023 Q3 2023 |
4,112
shares
|
$2 Million
0.11% of portfolio
|
Q3 2023
Added 79.8%
|
|
|
Gyl Financial Synergies, LLC
|
Jul 23, 2024 Q2 2024 |
4,109
shares
|
$2 Million
0.14% of portfolio
|
Q2 2024
Added 4.4%
|
|
|
Excalibur Management Corp
|
Aug 09, 2024 Q2 2024 |
4,079
shares
|
$1.98 Million
0.74% of portfolio
|
Q2 2024
Added 1.27%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
4,072
shares
|
$1.98 Million
0.97% of portfolio
|
Q2 2023
Reduced 1.43%
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
4,063
shares
|
$1.98 Million
0.76% of portfolio
|
Q1 2024
Added 6.42%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Aug 07, 2024 Q2 2024 |
4,056
shares
|
$1.97 Million
0.03% of portfolio
|
Q2 2024
Added 13.65%
|