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 |
|---|---|---|---|---|---|
|
Advanced Portfolio Management, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
2,572
shares
|
$1.33 Million
1.37% of portfolio
|
Q3 2024
Reduced 46.43%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Oct 25, 2024 Q3 2024 |
2,568
shares
|
$1.33 Million
0.16% of portfolio
|
Q3 2024
Added 4.22%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Jan 15, 2025 Q4 2024 |
2,557
shares
|
$1.33 Million
0.39% of portfolio
|
Q4 2024
Added 3.02%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Nov 12, 2024 Q3 2024 |
2,555
shares
|
$1.32 Million
0.27% of portfolio
|
Q3 2024
Reduced 18.68%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
2,548
shares
|
$1.32 Million
0.04% of portfolio
|
Q3 2024
Added 21.28%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Nov 08, 2024 Q3 2024 |
2,543
shares
|
$1.32 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.09%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
2,533
shares
|
$1.31 Million
0.11% of portfolio
|
Q4 2024
Reduced 18.16%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jan 27, 2025 Q4 2024 |
2,531
shares
|
$1.31 Million
0.11% of portfolio
|
Q4 2024
Added 159.32%
|
|
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
2,519
shares
|
$1.31 Million
0.0% of portfolio
|
Q3 2024
Reduced 6.04%
|
|
|
American Trust
Lexington, KY |
Nov 29, 2024 Q3 2024 |
2,518
shares
|
$1.31 Million
0.11% of portfolio
|
Q3 2024
Added 76.21%
|
|
|
Pinnacle Associates LTD
|
Oct 25, 2024 Q3 2024 |
2,517
shares
|
$1.3 Million
0.02% of portfolio
|
Q3 2024
Added 7.89%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 29, 2024 Q3 2024 |
2,505
shares
|
$1.3 Million
0.02% of portfolio
|
Q2 2024
Added 0.4%
|
|
|
Commerzbank Aktiengesellschaft
|
Oct 22, 2024 Q3 2024 |
2,503
shares
|
$1.3 Million
0.03% of portfolio
|
Q3 2024
Reduced 8.11%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jan 27, 2025 Q4 2024 |
2,498
shares
|
$1.29 Million
0.26% of portfolio
|
Q4 2024
Added 310.86%
|
|
|
Ctc Capital Management, LLC
|
May 05, 2023 Q1 2023 |
2,494
shares
|
$1.29 Million
1.82% of portfolio
|
Q1 2023
New holding
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
2,494
shares
|
$1.29 Million
0.08% of portfolio
|
Q4 2022
Reduced 1.77%
|
|
|
Congress Asset Management CO
|
Jan 30, 2025 Q4 2024 |
2,474
shares
|
$1.28 Million
0.01% of portfolio
|
Q4 2024
Reduced 36.15%
|
|
|
Sentry Investment Management LLC
|
Oct 30, 2024 Q3 2024 |
2,464
shares
|
$1.28 Million
0.54% of portfolio
|
Q3 2024
Added 6.48%
|
|
|
Steel Peak Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
2,457
shares
|
$1.27 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Clarius Group, LLC
Seattle, WA |
Jan 15, 2025 Q4 2024 |
2,440
shares
|
$1.26 Million
0.08% of portfolio
|
Q4 2024
Reduced 2.32%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Jan 30, 2025 Q4 2024 |
2,438
shares
|
$1.26 Million
0.16% of portfolio
|
Q4 2024
Added 15.65%
|
|
|
Barlow Wealth Partners, Inc.
Louisville, KY |
Jan 17, 2025 Q4 2024 |
2,427
shares
|
$1.26 Million
0.15% of portfolio
|
Q4 2024
Reduced 30.72%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Jan 28, 2025 Q4 2024 |
2,426
shares
|
$1.26 Million
0.41% of portfolio
|
Q4 2024
Reduced 1.3%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
2,422
shares
|
$1.26 Million
0.06% of portfolio
|
Q4 2024
Reduced 4.31%
|
|
|
Gryphon Financial Partners LLC
|
Nov 08, 2024 Q3 2024 |
2,404
shares
|
$1.25 Million
0.17% of portfolio
|
Q3 2024
Added 21.6%
|