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 2,143 institutions that hold shares in the stock, with a total of 263 Million shares, which have been reported (via 13F filing form) to have a value of $137 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wedmont Private Capital
|
Jan 13, 2025 Q4 2024 |
4,519
shares
|
$2.34 Million
0.12% of portfolio
|
Q4 2024
Added 7.93%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
4,507
shares
|
$2.34 Million
0.06% of portfolio
|
Q4 2024
Reduced 3.37%
|
|
|
Chatham Capital Group, Inc.
|
Oct 15, 2024 Q3 2024 |
4,501
shares
|
$2.33 Million
0.39% of portfolio
|
Q2 2024
Added 0.47%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
4,462
shares
|
$2.31 Million
0.09% of portfolio
|
Q3 2024
Reduced 3.71%
|
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
Jan 15, 2025 Q4 2024 |
4,450
shares
|
$2.31 Million
0.63% of portfolio
|
Q4 2024
Reduced 1.11%
|
|
|
Valeo Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
4,444
shares
|
$2.3 Million
0.06% of portfolio
|
Q4 2024
Added 1.81%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Jan 29, 2025 Q4 2024 |
4,429
shares
|
$2.3 Million
0.28% of portfolio
|
Q4 2024
Reduced 1.77%
|
|
|
Pinnacle Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
4,415
shares
|
$2.29 Million
2.76% of portfolio
|
Q3 2024
New holding
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 12, 2024 Q3 2024 |
4,406
shares
|
$2.28 Million
0.16% of portfolio
|
Q3 2024
Reduced 3.08%
|
|
|
Ashford Capital Management Inc
Wilmington, DE |
Nov 15, 2024 Q3 2024 |
4,354
shares
|
$2.26 Million
0.31% of portfolio
|
Q3 2024
Reduced 6.24%
|
|
|
Ern LLC
|
Jul 13, 2022 Q2 2022 |
4,344
shares
|
$2.25 Million
1.64% of portfolio
|
Q2 2022
New holding
|
|
|
Inverness Counsel LLC
|
Oct 26, 2022 Q3 2022 |
4,340
shares
|
$2.25 Million
0.07% of portfolio
|
Q3 2022
Added 7.35%
|
|
|
Decatur Capital Management, Inc.
Decatur, GA |
Nov 26, 2024 Q3 2024 |
4,338
shares
|
$2.25 Million
1.03% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
4,291
shares
|
$2.22 Million
0.03% of portfolio
|
Q3 2024
Added 5.79%
|
|
|
Peloton Wealth Strategists
Indianapolis, IN |
Nov 15, 2024 Q3 2024 |
4,273
shares
|
$2.22 Million
0.9% of portfolio
|
Q3 2024
Reduced 1.16%
|
|
|
Ims Capital Management
|
Jan 29, 2025 Q4 2024 |
4,266
shares
|
$2.21 Million
1.0% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Nov 06, 2024 Q3 2024 |
4,244
shares
|
$2.2 Million
0.88% of portfolio
|
Q3 2024
Added 28.22%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
4,233
shares
|
$2.19 Million
0.12% of portfolio
|
Q3 2023
New holding
|
|
|
Evoke Wealth, LLC
|
Nov 13, 2024 Q3 2024 |
4,216
shares
|
$2.19 Million
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jan 14, 2025 Q4 2024 |
4,205
shares
|
$2.18 Million
0.11% of portfolio
|
Q4 2024
Added 6.0%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
4,181
shares
|
$2.17 Million
0.24% of portfolio
|
Q1 2024
New holding
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 12, 2024 Q3 2024 |
4,176
shares
|
$2.16 Million
0.34% of portfolio
|
Q3 2024
Reduced 3.56%
|
|
|
Lederer & Associates Investment Counsel
Long Beach, CA |
Jan 24, 2025 Q4 2024 |
4,171
shares
|
$2.16 Million
1.45% of portfolio
|
Q4 2024
Reduced 3.09%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
4,166
shares
|
$2.16 Million
0.16% of portfolio
|
Q3 2024
Added 1.39%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
4,140
shares
|
$2.15 Million
0.1% of portfolio
|
Q4 2024
Reduced 7.67%
|