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 |
|---|---|---|---|---|---|
|
Smithfield Trust CO
Pittsburgh, PA |
Jul 31, 2024 Q2 2024 |
1,246
shares
|
$606,316
0.03% of portfolio
|
Q2 2024
Added 1.47%
|
|
|
Wambolt & Associates, LLC
|
Aug 07, 2024 Q2 2024 |
1,243
shares
|
$604,856
0.16% of portfolio
|
Q1 2024
Added 1.14%
|
|
|
Country Club Bank
|
Oct 23, 2024 Q3 2024 |
1,238
shares
|
$602,423
0.04% of portfolio
|
Q2 2023
Reduced 1.28%
|
|
|
Principle Wealth Partners LLC
|
Aug 13, 2024 Q2 2024 |
1,237
shares
|
$601,936
0.04% of portfolio
|
Q2 2024
Added 4.12%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Aug 13, 2024 Q2 2024 |
1,228
shares
|
$597,557
0.0% of portfolio
|
Q2 2024
Added 0.49%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
Aug 13, 2024 Q2 2024 |
1,227
shares
|
$597,070
0.17% of portfolio
|
Q2 2024
Added 11.24%
|
|
|
Joule Financial, LLC
|
Oct 17, 2024 Q3 2024 |
1,226
shares
|
$596,583
0.23% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
1,224
shares
|
$595,610
0.02% of portfolio
|
Q3 2024
Added 13.23%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Aug 09, 2024 Q2 2024 |
1,224
shares
|
$595,610
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Oct 25, 2024 Q3 2024 |
1,223
shares
|
$595,124
0.12% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Aug 14, 2024 Q2 2024 |
1,221
shares
|
$594,150
0.02% of portfolio
|
Q2 2024
Added 136.17%
|
|
|
Gyroscope Capital Management Group, LLC
|
Nov 13, 2023 Q3 2023 |
1,211
shares
|
$589,284
0.1% of portfolio
|
Q3 2023
Added 51.38%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 29, 2024 Q3 2024 |
1,205
shares
|
$586,365
0.34% of portfolio
|
Q3 2024
Added 117.9%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
1,204
shares
|
$585,878
0.05% of portfolio
|
Q3 2024
Reduced 0.82%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Oct 18, 2024 Q3 2024 |
1,197
shares
|
$582,472
0.01% of portfolio
|
Q3 2024
Reduced 1.56%
|
|
|
Dark Forest Capital Management LP
Weston, CT |
Aug 14, 2024 Q2 2024 |
1,197
shares
|
$582,472
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Oct 08, 2024 Q3 2024 |
1,195
shares
|
$581,498
0.04% of portfolio
|
Q3 2024
Added 13.59%
|
|
|
Legacy Financial Advisors, Inc.
|
Aug 13, 2024 Q2 2024 |
1,193
shares
|
$580,525
0.11% of portfolio
|
Q2 2024
Added 5.3%
|
|
|
Fj Capital Management LLC
Mclean, VA |
Aug 14, 2024 Q2 2024 |
1,185
shares
|
$576,632
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
1,183
shares
|
$575,659
0.08% of portfolio
|
Q1 2024
Reduced 26.29%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Oct 23, 2024 Q3 2024 |
1,181
shares
|
$574,686
0.31% of portfolio
|
Q3 2024
Reduced 1.25%
|
|
|
Tilia Fiduciary Partners, Inc.
|
Oct 08, 2024 Q3 2024 |
1,173
shares
|
$570,793
0.43% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Little House Capital LLC
Braintree, MA |
Oct 21, 2024 Q3 2024 |
1,171
shares
|
$569,820
0.17% of portfolio
|
Q3 2024
Reduced 7.8%
|
|
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
Aug 13, 2024 Q2 2024 |
1,170
shares
|
$569,333
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
Aug 02, 2024 Q2 2024 |
1,154
shares
|
$561,547
0.24% of portfolio
|
Q2 2024
Added 1.76%
|