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 2,162 institutions that hold shares in the stock, with a total of 265 Million shares, which have been reported (via 13F filing form) to have a value of $138 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
3,922
shares
|
$2.04 Million
0.15% of portfolio
|
Q4 2024
Added 1.61%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Oct 31, 2024 Q3 2024 |
3,905
shares
|
$2.03 Million
0.2% of portfolio
|
Q3 2024
Reduced 6.04%
|
|
|
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
|
$2 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
|
$1.99 Million
0.28% of portfolio
|
Q3 2024
Added 40.41%
|
|
|
Trust Asset Management LLC
Houston, TX |
Jan 16, 2025 Q4 2024 |
3,825
shares
|
$1.99 Million
0.15% of portfolio
|
Q1 2023
Reduced 3.14%
|
|
|
Guyasuta Investment Advisors Inc
|
Jan 30, 2025 Q4 2024 |
3,823
shares
|
$1.98 Million
0.13% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
3,810
shares
|
$1.98 Million
0.27% of portfolio
|
Q4 2024
Reduced 19.97%
|
|
|
Hamilton Point Investment Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
3,808
shares
|
$1.98 Million
0.34% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Cullen Investment Group, Ltd.
Lafayette, LA |
Jan 13, 2025 Q4 2024 |
3,807
shares
|
$1.98 Million
0.28% of portfolio
|
Q4 2024
Added 1.74%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
3,780
shares
|
$1.96 Million
0.03% of portfolio
|
Q2 2024
Reduced 0.34%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
3,767
shares
|
$1.96 Million
0.25% of portfolio
|
Q2 2024
Added 0.45%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
3,755
shares
|
$1.95 Million
0.2% of portfolio
|
Q4 2024
Added 1.16%
|
|
|
Chilton Investment CO Inc.
Stamford, CT |
Nov 14, 2024 Q3 2024 |
3,740
shares
|
$1.94 Million
0.05% of portfolio
|
Q3 2024
Reduced 1.16%
|
|
|
Aafmaa Wealth Management & Trust LLC
|
Jan 13, 2025 Q4 2024 |
3,724
shares
|
$1.93 Million
0.83% of portfolio
|
Q4 2024
Added 3.82%
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
3,721
shares
|
$1.93 Million
0.19% of portfolio
|
Q1 2024
Added 1.14%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
Feb 06, 2025 Q4 2024 |
3,697
shares
|
$1.92 Million
0.19% of portfolio
|
Q4 2024
Reduced 5.28%
|
|
|
Transform Wealth, LLC
|
Jan 16, 2025 Q4 2024 |
3,690
shares
|
$1.92 Million
0.11% of portfolio
|
Q4 2024
Added 3.07%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
3,670
shares
|
$1.91 Million
0.19% of portfolio
|
Q4 2024
Added 17.29%
|
|
|
Meyer Handelman CO
|
Jan 14, 2025 Q4 2024 |
3,630
shares
|
$1.88 Million
0.06% of portfolio
|
Q4 2024
Reduced 19.06%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
3,607
shares
|
$1.87 Million
0.04% of portfolio
|
Q4 2024
Added 36.73%
|
|
|
Axq Capital, LP
Jersey City, NJ |
Nov 14, 2024 Q3 2024 |
3,599
shares
|
$1.87 Million
0.56% of portfolio
|
Q3 2024
New holding
|
|
|
Axs Investments LLC
Port Chester, NY |
Nov 13, 2024 Q3 2024 |
3,595
shares
|
$1.87 Million
0.52% of portfolio
|
Q3 2024
Reduced 19.59%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Feb 07, 2025 Q4 2024 |
3,591
shares
|
$1.86 Million
0.1% of portfolio
|
Q4 2024
Added 12.92%
|