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 2,139 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 |
|---|---|---|---|---|---|
|
Harbert Fund Advisors, Inc.
Birmingham, AL |
Nov 13, 2024 Q3 2024 |
2,000
shares
|
$1.04 Million
0.61% of portfolio
|
Q3 2024
Reduced 14.89%
|
|
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
Nov 12, 2024 Q3 2024 |
1,991
shares
|
$1.03 Million
0.05% of portfolio
|
Q3 2024
Added 13.45%
|
|
|
Carret Asset Management, LLC
|
Oct 24, 2024 Q3 2024 |
1,990
shares
|
$1.03 Million
0.11% of portfolio
|
Q3 2024
Added 77.2%
|
|
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
Jan 30, 2025 Q4 2024 |
1,987
shares
|
$1.03 Million
0.67% of portfolio
|
Q4 2024
Reduced 31.41%
|
|
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
Nov 14, 2024 Q3 2024 |
1,985
shares
|
$1.03 Million
0.2% of portfolio
|
Q3 2024
Added 91.23%
|
|
|
Waldron Private Wealth LLC
|
Jan 23, 2025 Q4 2024 |
1,978
shares
|
$1.03 Million
0.04% of portfolio
|
Q4 2024
Added 4.6%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jan 27, 2025 Q4 2024 |
1,975
shares
|
$1.02 Million
0.07% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
Boothbay Fund Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
1,969
shares
|
$1.02 Million
0.03% of portfolio
|
Q3 2024
Added 17.06%
|
|
|
Outlook Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
1,955
shares
|
$1.01 Million
0.34% of portfolio
|
Q3 2024
Reduced 22.57%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Nov 12, 2024 Q3 2024 |
1,952
shares
|
$1.01 Million
0.27% of portfolio
|
Q3 2024
Added 3.83%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
1,951
shares
|
$1.01 Million
0.01% of portfolio
|
Q4 2024
Added 29.63%
|
|
|
Bruderman Asset Management, LLC
Locust Valley, NY |
Aug 15, 2022 Q2 2022 |
1,944
shares
|
$1.01 Million
1.18% of portfolio
|
Q2 2022
Reduced 2.21%
|
|
|
Fj Capital Management LLC
Mclean, VA |
Nov 14, 2024 Q3 2024 |
1,943
shares
|
$1.01 Million
0.11% of portfolio
|
Q3 2024
Added 63.97%
|
|
|
Dimension Capital Management LLC
Coral Gables, FL |
Nov 14, 2024 Q3 2024 |
1,943
shares
|
$1.01 Million
0.19% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Prudent Man Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
1,932
shares
|
$1 Million
0.34% of portfolio
|
Q3 2024
Added 20.37%
|
|
|
Howard Capital Management Inc.
|
Nov 12, 2024 Q3 2024 |
1,928
shares
|
$999,436
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
1,925
shares
|
$997,881
0.15% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Jan 27, 2025 Q4 2024 |
1,911
shares
|
$990,624
0.13% of portfolio
|
Q4 2024
Reduced 91.87%
|
|
|
Center Book Partners LP
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
1,911
shares
|
$990,624
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Marcum Wealth, LLC
|
Jan 13, 2025 Q4 2024 |
1,900
shares
|
$984,922
0.08% of portfolio
|
Q4 2024
Added 0.74%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
1,900
shares
|
$984,922
0.04% of portfolio
|
Q4 2024
Reduced 25.55%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
1,884
shares
|
$976,627
0.02% of portfolio
|
Q3 2024
Reduced 8.81%
|
|
|
Roberts Capital Advisors, LLC
Denver, CO |
Nov 14, 2024 Q3 2024 |
1,874
shares
|
$971,444
0.84% of portfolio
|
Q1 2024
Reduced 6.72%
|
|
|
Forte Capital LLC
|
Feb 03, 2025 Q4 2024 |
1,872
shares
|
$970,407
0.11% of portfolio
|
Q4 2024
Reduced 3.95%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jan 13, 2025 Q4 2024 |
1,872
shares
|
$970,407
0.29% of portfolio
|
Q4 2024
Reduced 0.05%
|