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 2,043 institutions that hold shares in the stock, with a total of 267 Million shares, which have been reported (via 13F filing form) to have a value of $130 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Roberts Capital Advisors, LLC
Denver, CO |
Aug 14, 2024 Q2 2024 |
1,874
shares
|
$911,907
0.81% of portfolio
|
Q1 2024
Reduced 6.72%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Oct 22, 2024 Q3 2024 |
1,873
shares
|
$911,420
0.28% of portfolio
|
Q3 2024
Added 1.68%
|
|
|
Baron Wealth Management LLC
Troy, MI |
Aug 13, 2024 Q2 2024 |
1,871
shares
|
$910,447
0.43% of portfolio
|
Q2 2024
Added 14.86%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Aug 14, 2024 Q2 2024 |
1,863
shares
|
$906,554
0.1% of portfolio
|
Q2 2024
Added 18.97%
|
|
|
Trinity Point Wealth, LLC
|
Jul 30, 2024 Q2 2024 |
1,862
shares
|
$906,067
0.13% of portfolio
|
Q2 2024
Added 0.65%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
1,848
shares
|
$899,255
0.05% of portfolio
|
Q3 2024
Reduced 1.81%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Oct 15, 2024 Q3 2024 |
1,846
shares
|
$898,282
0.15% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
Aug 09, 2024 Q2 2024 |
1,835
shares
|
$892,929
0.15% of portfolio
|
Q2 2024
Added 1.33%
|
|
|
Cx Institutional
|
Oct 11, 2024 Q3 2024 |
1,826
shares
|
$888,549
0.04% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
Leavell Investment Management, Inc.
|
Jul 17, 2024 Q2 2024 |
1,820
shares
|
$885,630
0.05% of portfolio
|
Q2 2024
Added 30.09%
|
|
|
Radnor Capital Management, LLC
|
Jul 12, 2024 Q2 2024 |
1,818
shares
|
$884,656
0.25% of portfolio
|
Q1 2023
Added 1.11%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
1,814
shares
|
$882,710
0.02% of portfolio
|
Q1 2024
Added 0.17%
|
|
|
Graypoint LLC
|
Jul 31, 2024 Q2 2024 |
1,809
shares
|
$880,277
0.06% of portfolio
|
Q2 2024
Added 15.3%
|
|
|
Trillium Asset Management, LLC
Boston, MA |
Aug 07, 2024 Q2 2024 |
1,806
shares
|
$878,817
0.02% of portfolio
|
Q1 2024
Reduced 12.16%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 29, 2024 Q3 2024 |
1,802
shares
|
$876,871
0.44% of portfolio
|
Q3 2024
New holding
|
|
|
Avestar Capital, LLC
|
Aug 08, 2024 Q2 2024 |
1,801
shares
|
$876,384
0.08% of portfolio
|
Q2 2024
Added 8.56%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
1,800
shares
|
$875,898
0.03% of portfolio
|
Q1 2024
Reduced 1.61%
|
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
Aug 12, 2024 Q2 2024 |
1,798
shares
|
$874,924
0.75% of portfolio
|
Q2 2024
Reduced 1.26%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Aug 09, 2024 Q2 2024 |
1,796
shares
|
$873,951
0.04% of portfolio
|
Q2 2024
Added 45.66%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Oct 29, 2024 Q3 2024 |
1,789
shares
|
$870,545
0.39% of portfolio
|
Q3 2024
Added 1.19%
|
|
|
Everhart Financial Group, Inc.
|
Jul 24, 2024 Q2 2024 |
1,781
shares
|
$866,652
0.21% of portfolio
|
Q2 2024
Added 19.85%
|
|
|
Chicago Trust CO Na
|
Oct 10, 2024 Q3 2024 |
1,778
shares
|
$865,192
0.2% of portfolio
|
Q3 2024
Reduced 0.73%
|
|
|
Griffin Asset Management, Inc.
|
Oct 15, 2024 Q3 2024 |
1,775
shares
|
$863,732
0.1% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Ironwood Investment Management LLC
Boston, MA |
Aug 16, 2024 Q2 2024 |
1,757
shares
|
$854,973
0.44% of portfolio
|
Q2 2024
Reduced 1.4%
|
|
|
Douglas Lane & Associates, LLC
|
Oct 10, 2024 Q3 2024 |
1,755
shares
|
$854,000
0.01% of portfolio
|
Q3 2024
Reduced 1.68%
|