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 |
|---|---|---|---|---|---|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
2,311
shares
|
$1.2 Million
0.03% of portfolio
|
Q4 2023
Added 0.78%
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Jan 13, 2025 Q4 2024 |
2,309
shares
|
$1.2 Million
0.36% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
2,308
shares
|
$1.2 Million
0.01% of portfolio
|
Q3 2024
Added 11.55%
|
|
|
Avestar Capital, LLC
|
Jan 29, 2025 Q4 2024 |
2,306
shares
|
$1.2 Million
0.1% of portfolio
|
Q4 2024
Added 18.62%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
2,304
shares
|
$1.19 Million
0.03% of portfolio
|
Q3 2024
Reduced 12.73%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Jan 28, 2025 Q4 2024 |
2,304
shares
|
$1.19 Million
0.14% of portfolio
|
Q4 2024
Added 1.63%
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
Nov 12, 2024 Q3 2024 |
2,297
shares
|
$1.19 Million
0.23% of portfolio
|
Q2 2024
Added 59.62%
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Jan 30, 2025 Q4 2024 |
2,286
shares
|
$1.19 Million
0.5% of portfolio
|
Q4 2024
Reduced 0.95%
|
|
|
Cvfg LLC
Shelbyville, IN |
Jan 15, 2025 Q4 2024 |
2,266
shares
|
$1.17 Million
1.03% of portfolio
|
Q4 2024
New holding
|
|
|
Intact Investment Management Inc.
Montreal, A8 |
Oct 29, 2024 Q3 2024 |
2,260
shares
|
$1.17 Million
0.04% of portfolio
|
Q2 2024
Added 41.25%
|
|
|
Fortis Capital Management LLC
|
Nov 05, 2024 Q3 2024 |
2,247
shares
|
$1.16 Million
0.23% of portfolio
|
Q3 2024
Added 15.23%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
2,236
shares
|
$1.16 Million
0.41% of portfolio
|
Q3 2024
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 08, 2024 Q3 2024 |
2,228
shares
|
$1.15 Million
0.1% of portfolio
|
Q3 2024
Reduced 5.67%
|
|
|
Davidson Trust CO
|
Jan 31, 2025 Q4 2024 |
2,221
shares
|
$1.15 Million
0.57% of portfolio
|
Q4 2024
Added 6.32%
|
|
|
Waverton Investment Management LTD
|
Nov 05, 2024 Q3 2024 |
2,198
shares
|
$1.14 Million
0.02% of portfolio
|
Q3 2024
Reduced 55.62%
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
2,178
shares
|
$1.13 Million
0.09% of portfolio
|
Q3 2024
Added 2.59%
|
|
|
Monterey Private Wealth, Inc.
|
Jan 16, 2025 Q4 2024 |
2,167
shares
|
$1.12 Million
0.36% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Members Trust CO
|
Jan 30, 2025 Q4 2024 |
2,166
shares
|
$1.12 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Kerrisdale Advisers, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
2,160
shares
|
$1.12 Million
0.42% of portfolio
|
Q3 2024
Reduced 81.22%
|
|
|
Slate Stone Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
2,154
shares
|
$1.12 Million
0.1% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Bridgefront Capital, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
2,143
shares
|
$1.11 Million
0.44% of portfolio
|
Q3 2024
New holding
|
|
|
Foster Group, Inc.
|
Jan 22, 2025 Q4 2024 |
2,134
shares
|
$1.11 Million
0.04% of portfolio
|
Q4 2024
Reduced 1.34%
|
|
|
Andesa Financial Management Inc.
|
May 04, 2023 Q1 2023 |
2,134
shares
|
$1.11 Million
0.22% of portfolio
|
Q1 2023
Added 76.36%
|
|
|
Napa Wealth Management
Napa, CA |
Nov 07, 2024 Q3 2024 |
2,131
shares
|
$1.1 Million
0.52% of portfolio
|
Q3 2024
New holding
|
|
|
Values First Advisors, Inc.
|
Jan 29, 2025 Q4 2024 |
2,122
shares
|
$1.1 Million
0.6% of portfolio
|
Q4 2024
Added 222.98%
|