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 |
|---|---|---|---|---|---|
|
United Asset Strategies, Inc.
Garden City, NY |
Jan 22, 2025 Q4 2024 |
3,202
shares
|
$1.66 Million
0.15% of portfolio
|
Q4 2024
Added 5.02%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Nov 04, 2024 Q3 2024 |
3,189
shares
|
$1.65 Million
0.09% of portfolio
|
Q3 2024
Added 2.11%
|
|
|
Lvw Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
3,187
shares
|
$1.65 Million
0.2% of portfolio
|
Q4 2024
Added 1.37%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 12, 2024 Q3 2024 |
3,180
shares
|
$1.65 Million
0.09% of portfolio
|
Q3 2024
Added 6.93%
|
|
|
Canandaigua National Corp
|
Feb 07, 2023 Q4 2022 |
3,176
shares
|
$1.65 Million
0.18% of portfolio
|
Q4 2022
Reduced 21.17%
|
|
|
Brighton Jones LLC
|
Jan 17, 2025 Q4 2024 |
3,176
shares
|
$1.65 Million
0.05% of portfolio
|
Q4 2024
Added 4.71%
|
|
|
Old National Bancorp
|
Jan 23, 2025 Q4 2024 |
3,172
shares
|
$1.64 Million
0.04% of portfolio
|
Q4 2024
Reduced 3.06%
|
|
|
Procyon Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
3,166
shares
|
$1.64 Million
0.1% of portfolio
|
Q4 2024
Added 8.24%
|
|
|
Handelsinvest Investeringsforvaltning
|
Apr 19, 2024 Q1 2024 |
3,162
shares
|
$1.64 Million
0.65% of portfolio
|
Q1 2024
Reduced 15.3%
|
|
|
Boston Trust Walden Corp
|
Jan 24, 2025 Q4 2024 |
3,159
shares
|
$1.64 Million
0.01% of portfolio
|
Q4 2024
Reduced 11.98%
|
|
|
Citrine Capital LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
3,151
shares
|
$1.63 Million
1.16% of portfolio
|
Q4 2024
New holding
|
|
|
Geneva Capital Management LLC
|
Nov 05, 2024 Q3 2024 |
3,143
shares
|
$1.63 Million
0.03% of portfolio
|
Q3 2024
Reduced 7.99%
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
Nov 14, 2024 Q3 2024 |
3,142
shares
|
$1.63 Million
0.18% of portfolio
|
Q3 2024
Reduced 7.86%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
3,129
shares
|
$1.62 Million
0.19% of portfolio
|
Q3 2024
Added 35.45%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
3,128
shares
|
$1.62 Million
0.02% of portfolio
|
Q2 2023
Added 35.06%
|
|
|
Aimz Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
3,122
shares
|
$1.62 Million
0.56% of portfolio
|
Q1 2024
New holding
|
|
|
Thomasville National Bank
|
Jan 13, 2025 Q4 2024 |
3,121
shares
|
$1.62 Million
0.12% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Cadence Bank
Tupelo, MS |
Nov 13, 2024 Q3 2024 |
3,104
shares
|
$1.61 Million
0.11% of portfolio
|
Q3 2024
Reduced 3.33%
|
|
|
Bollard Group LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
3,091
shares
|
$1.6 Million
0.04% of portfolio
|
Q2 2024
Added 53.02%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
3,091
shares
|
$1.6 Million
0.08% of portfolio
|
Q3 2024
Reduced 5.1%
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
3,090
shares
|
$1.6 Million
0.09% of portfolio
|
Q4 2024
Reduced 1.21%
|
|
|
Ellevest, Inc.
|
Nov 13, 2024 Q3 2024 |
3,071
shares
|
$1.59 Million
0.09% of portfolio
|
Q2 2024
Added 4.31%
|
|
|
Barden Capital Management, Inc.
|
Oct 18, 2024 Q3 2024 |
3,067
shares
|
$1.59 Million
1.41% of portfolio
|
Q3 2024
Added 19.8%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Nov 12, 2024 Q3 2024 |
3,064
shares
|
$1.59 Million
0.21% of portfolio
|
Q3 2024
Reduced 4.19%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jan 06, 2025 Q4 2024 |
3,064
shares
|
$1.59 Million
0.15% of portfolio
|
Q3 2024
Reduced 1.16%
|