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 |
|---|---|---|---|---|---|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
4,132
shares
|
$2.14 Million
0.1% of portfolio
|
Q2 2022
Added 65.15%
|
|
|
Lowell Blake & Associates Inc.
Boston, MA |
Nov 13, 2023 Q3 2023 |
4,112
shares
|
$2.13 Million
0.11% of portfolio
|
Q3 2023
Added 79.8%
|
|
|
Parsons Capital Management Inc
|
Jan 22, 2025 Q4 2024 |
4,101
shares
|
$2.13 Million
0.11% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Excalibur Management Corp
|
Nov 14, 2024 Q3 2024 |
4,081
shares
|
$2.12 Million
0.81% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
4,072
shares
|
$2.11 Million
0.97% of portfolio
|
Q2 2023
Reduced 1.43%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
4,069
shares
|
$2.11 Million
0.14% of portfolio
|
Q3 2024
Added 1.6%
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
4,063
shares
|
$2.11 Million
0.76% of portfolio
|
Q1 2024
Added 6.42%
|
|
|
Ov Management LLC
Minneapolis, MN |
Nov 12, 2024 Q3 2024 |
4,052
shares
|
$2.1 Million
0.99% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
4,037
shares
|
$2.09 Million
0.04% of portfolio
|
Q3 2024
Added 148.28%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
4,030
shares
|
$2.09 Million
0.12% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Solidarilty Wealth, LLC
Lehi, UT |
Jan 16, 2025 Q4 2024 |
4,026
shares
|
$2.09 Million
0.53% of portfolio
|
Q4 2024
Reduced 2.42%
|
|
|
First Bank & Trust
|
Feb 03, 2025 Q4 2024 |
4,024
shares
|
$2.09 Million
0.4% of portfolio
|
Q4 2024
Added 3.87%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
4,017
shares
|
$2.08 Million
0.08% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Avitas Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
3,998
shares
|
$2.07 Million
0.28% of portfolio
|
Q4 2024
Reduced 0.67%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
3,976
shares
|
$2.06 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.75%
|
|
|
Madison Asset Management, LLC
Madison, WI |
Nov 12, 2024 Q3 2024 |
3,937
shares
|
$2.04 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.91%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
3,934
shares
|
$2.04 Million
0.11% of portfolio
|
Q4 2024
Added 3.77%
|
|
|
Citizens Financial Group Inc
|
Nov 08, 2024 Q3 2024 |
3,923
shares
|
$2.03 Million
0.04% of portfolio
|
Q3 2024
Added 5.17%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
3,922
shares
|
$2.03 Million
0.15% of portfolio
|
Q4 2024
Added 1.61%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Oct 31, 2024 Q3 2024 |
3,905
shares
|
$2.02 Million
0.2% of portfolio
|
Q3 2024
Reduced 6.04%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
Nov 12, 2024 Q3 2024 |
3,903
shares
|
$2.02 Million
0.2% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
3,858
shares
|
$2 Million
0.12% of portfolio
|
Q3 2024
Added 3.57%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Jan 27, 2025 Q4 2024 |
3,845
shares
|
$1.99 Million
0.73% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
3,836
shares
|
$1.99 Million
0.06% of portfolio
|
Q3 2024
Reduced 9.97%
|
|
|
Qtron Investments LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
3,829
shares
|
$1.98 Million
0.28% of portfolio
|
Q3 2024
Added 40.41%
|