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 |
|---|---|---|---|---|---|
|
Dividend Assets Capital, LLC
|
Aug 02, 2024 Q2 2024 |
1,148
shares
|
$558,628
0.1% of portfolio
|
Q2 2024
Reduced 24.02%
|
|
|
Paulson Wealth Management Inc.
|
Jul 25, 2024 Q2 2024 |
1,145
shares
|
$557,168
0.15% of portfolio
|
Q1 2024
New holding
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Oct 15, 2024 Q3 2024 |
1,142
shares
|
$555,708
0.06% of portfolio
|
Q3 2024
Added 3.72%
|
|
|
1776 Wealth LLC
|
Aug 13, 2024 Q2 2024 |
1,140
shares
|
$554,735
0.24% of portfolio
|
Q2 2024
Added 1.24%
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Oct 04, 2024 Q3 2024 |
1,139
shares
|
$554,248
0.37% of portfolio
|
Q2 2024
Reduced 6.56%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Aug 13, 2024 Q2 2024 |
1,137
shares
|
$553,275
0.25% of portfolio
|
Q2 2024
Added 10.71%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 29, 2024 Q2 2024 |
1,134
shares
|
$551,815
0.02% of portfolio
|
Q2 2024
Added 1.25%
|
|
|
Meritage Portfolio Management
|
Aug 08, 2024 Q2 2024 |
1,132
shares
|
$550,842
0.03% of portfolio
|
Q2 2024
Reduced 3.99%
|
|
|
Fulton Bank, N.A.
|
Oct 07, 2024 Q3 2024 |
1,131
shares
|
$550,355
0.05% of portfolio
|
Q3 2024
Reduced 1.99%
|
|
|
Cable Hill Partners, LLC
Portland, OR |
Jul 22, 2024 Q2 2024 |
1,127
shares
|
$548,409
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Nwam LLC
Mercer Island, WA |
Jul 23, 2024 Q2 2024 |
1,123
shares
|
$546,463
0.15% of portfolio
|
Q2 2024
Added 7.67%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Jul 25, 2024 Q2 2024 |
1,120
shares
|
$545,003
0.05% of portfolio
|
Q2 2024
Reduced 6.59%
|
|
|
Smith Shellnut Wilson LLC
|
Jul 26, 2024 Q2 2024 |
1,114
shares
|
$542,083
0.24% of portfolio
|
Q4 2023
Reduced 2.02%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Jul 31, 2024 Q2 2024 |
1,113
shares
|
$541,596
0.1% of portfolio
|
Q2 2024
Reduced 13.99%
|
|
|
Welch & Forbes LLC
|
Aug 01, 2024 Q2 2024 |
1,112
shares
|
$541,110
0.01% of portfolio
|
Q2 2024
Added 14.88%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
1,098
shares
|
$534,297
0.01% of portfolio
|
Q2 2024
Added 43.91%
|
|
|
Assetmark, Inc
|
Aug 13, 2024 Q2 2024 |
1,090
shares
|
$530,404
0.0% of portfolio
|
Q2 2024
Reduced 87.01%
|
|
|
Icw Investment Advisors LLC
Scottsdale, AZ |
Aug 05, 2024 Q2 2024 |
1,089
shares
|
$529,918
0.23% of portfolio
|
Q2 2024
Reduced 0.46%
|
|
|
Shulman De Meo Asset Management LLC
|
Oct 15, 2024 Q3 2024 |
1,088
shares
|
$529,431
0.14% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Aug 09, 2024 Q2 2024 |
1,088
shares
|
$529,431
0.02% of portfolio
|
Q2 2024
Reduced 2.25%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 15, 2024 Q2 2024 |
1,088
shares
|
$529,431
0.05% of portfolio
|
Q2 2024
Reduced 3.97%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Oct 22, 2024 Q2 2024 |
1,084
shares
|
$527,485
0.04% of portfolio
|
Q1 2024
Reduced 2.21%
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
Aug 13, 2024 Q2 2024 |
1,083
shares
|
$526,998
0.13% of portfolio
|
Q3 2022
Reduced 0.18%
|
|
|
Interchange Capital Partners, LLC
|
Oct 28, 2024 Q3 2024 |
1,080
shares
|
$525,538
0.2% of portfolio
|
Q3 2024
Added 72.52%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
1,078
shares
|
$524,565
0.16% of portfolio
|
Q3 2024
Added 0.19%
|