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 |
|---|---|---|---|---|---|
|
My Legacy Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
1,529
shares
|
$797,235
0.3% of portfolio
|
Q4 2024
Added 1.73%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Nov 06, 2024 Q3 2024 |
1,529
shares
|
$797,235
0.23% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Jan 24, 2025 Q4 2024 |
1,529
shares
|
$797,235
0.25% of portfolio
|
Q4 2024
Added 2.27%
|
|
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
Jan 31, 2025 Q4 2024 |
1,525
shares
|
$795,150
0.55% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Jan 24, 2025 Q4 2024 |
1,509
shares
|
$786,807
0.39% of portfolio
|
Q4 2024
Added 1.14%
|
|
|
Sageworth Trust CO
|
Jan 28, 2025 Q4 2024 |
1,500
shares
|
$782,115
0.05% of portfolio
|
Q4 2024
Reduced 42.35%
|
|
|
Fukoku Mutual Life Insurance CO
|
Nov 06, 2024 Q3 2024 |
1,497
shares
|
$780,550
0.06% of portfolio
|
Q3 2024
Reduced 11.94%
|
|
|
Hwg Holdings LP
Houston, TX |
Oct 23, 2024 Q3 2024 |
1,496
shares
|
$780,029
0.27% of portfolio
|
Q3 2024
New holding
|
|
|
Nova R Wealth, Inc.
|
Jan 30, 2025 Q4 2024 |
1,492
shares
|
$777,943
0.39% of portfolio
|
Q4 2021
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
1,490
shares
|
$776,900
0.02% of portfolio
|
Q4 2024
Reduced 7.17%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 14, 2024 Q3 2024 |
1,488
shares
|
$775,858
0.01% of portfolio
|
Q3 2024
Reduced 7.35%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
1,479
shares
|
$771,165
0.04% of portfolio
|
Q3 2024
Added 18.7%
|
|
|
Conestoga Capital Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
1,476
shares
|
$769,601
0.01% of portfolio
|
Q3 2024
Reduced 28.0%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
1,471
shares
|
$766,994
0.02% of portfolio
|
Q4 2024
Reduced 3.73%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jan 24, 2025 Q4 2024 |
1,466
shares
|
$764,387
0.05% of portfolio
|
Q4 2024
Added 4.42%
|
|
|
Alpha Cubed Investments, LLC
|
Jan 16, 2025 Q4 2024 |
1,464
shares
|
$763,344
0.03% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Nov 05, 2024 Q3 2024 |
1,463
shares
|
$762,822
0.04% of portfolio
|
Q2 2024
Added 46.01%
|
|
|
Crestmont Private Wealth LLC
|
Jan 14, 2025 Q4 2024 |
1,461
shares
|
$761,780
0.33% of portfolio
|
Q4 2024
Reduced 6.29%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Nov 06, 2024 Q3 2024 |
1,456
shares
|
$759,172
0.19% of portfolio
|
Q3 2024
Added 1.68%
|
|
|
Regent Investment Management LLC
|
Jan 26, 2023 Q4 2022 |
1,455
shares
|
$758,651
0.13% of portfolio
|
Q4 2022
Added 61.67%
|
|
|
Forvis Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
1,453
shares
|
$757,608
0.02% of portfolio
|
Q3 2024
Reduced 0.68%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jan 28, 2025 Q4 2024 |
1,452
shares
|
$757,087
0.31% of portfolio
|
Q4 2024
Reduced 19.42%
|
|
|
New Hampshire Trust
Concord, NH |
Jan 16, 2025 Q4 2024 |
1,448
shares
|
$755,001
0.15% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
First Affirmative Financial Network
|
Jan 23, 2025 Q4 2024 |
1,441
shares
|
$751,351
0.43% of portfolio
|
Q4 2024
Reduced 2.57%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jan 24, 2025 Q4 2024 |
1,441
shares
|
$751,351
0.11% of portfolio
|
Q3 2024
Reduced 0.55%
|