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 |
|---|---|---|---|---|---|
|
Ironwood Investment Management LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
1,755
shares
|
$909,756
0.46% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Founders Financial Securities LLC
|
Nov 12, 2024 Q3 2024 |
1,752
shares
|
$908,201
0.09% of portfolio
|
Q3 2024
Added 3.98%
|
|
|
Mendel Capital Management LLC
|
Nov 07, 2024 Q3 2024 |
1,739
shares
|
$901,462
0.55% of portfolio
|
Q3 2024
Added 2.47%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
1,739
shares
|
$901,462
0.52% of portfolio
|
Q4 2022
New holding
|
|
|
Bourgeon Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
1,734
shares
|
$898,870
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Griffin Asset Management, Inc.
|
Jan 22, 2025 Q4 2024 |
1,725
shares
|
$894,205
0.1% of portfolio
|
Q4 2024
Reduced 2.82%
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
1,721
shares
|
$892,131
0.23% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Trinity Point Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
1,719
shares
|
$891,095
0.13% of portfolio
|
Q3 2024
Reduced 7.68%
|
|
|
Sunflower Bank, N.A.
Denver, CO |
Jan 13, 2025 Q4 2024 |
1,708
shares
|
$885,393
0.24% of portfolio
|
Q4 2024
Added 2.71%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
1,704
shares
|
$883,319
0.04% of portfolio
|
Q3 2024
Reduced 5.39%
|
|
|
Waters Parkerson & Co., LLC
|
Nov 12, 2024 Q3 2024 |
1,700
shares
|
$881,246
0.04% of portfolio
|
Q2 2024
Reduced 0.87%
|
|
|
Israel Discount Bank Of New York
New York, NY |
Nov 08, 2024 Q3 2024 |
1,700
shares
|
$881,246
2.0% of portfolio
|
Q1 2023
Reduced 0.58%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Jan 30, 2025 Q4 2024 |
1,700
shares
|
$881,246
0.19% of portfolio
|
Q4 2024
Reduced 52.45%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
1,698
shares
|
$880,209
0.07% of portfolio
|
Q3 2022
Added 0.12%
|
|
|
Optas, LLC
|
Jan 24, 2025 Q4 2024 |
1,692
shares
|
$877,098
0.18% of portfolio
|
Q4 2024
Added 102.88%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,687
shares
|
$874,507
0.02% of portfolio
|
Q2 2020
Added 11.02%
|
|
|
Williamson Legacy Group, LLC
Carmel, IN |
Nov 12, 2024 Q3 2024 |
1,682
shares
|
$871,915
0.58% of portfolio
|
Q3 2024
New holding
|
|
|
Pds Planning, Inc
|
Oct 29, 2024 Q3 2024 |
1,681
shares
|
$871,396
0.08% of portfolio
|
Q3 2024
Added 4.22%
|
|
|
Claro Advisors LLC
Boston, MA |
Jan 13, 2025 Q4 2024 |
1,681
shares
|
$871,396
0.13% of portfolio
|
Q4 2024
Reduced 17.19%
|
|
|
Arcadia Investment Management Corp
|
Feb 03, 2025 Q4 2024 |
1,680
shares
|
$870,878
0.13% of portfolio
|
Q3 2017
New holding
|
|
|
Covenant Partners, LLC
|
Oct 24, 2024 Q3 2024 |
1,679
shares
|
$870,360
0.26% of portfolio
|
Q3 2024
Added 6.2%
|
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
Nov 13, 2024 Q3 2024 |
1,676
shares
|
$868,804
0.82% of portfolio
|
Q3 2024
Reduced 6.79%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Jan 15, 2025 Q4 2024 |
1,670
shares
|
$865,694
0.11% of portfolio
|
Q4 2024
Added 4.77%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
1,667
shares
|
$864,139
0.14% of portfolio
|
Q3 2024
Reduced 11.09%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 13, 2024 Q3 2024 |
1,657
shares
|
$858,955
0.03% of portfolio
|
Q3 2024
Added 1.22%
|