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 |
|---|---|---|---|---|---|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jan 24, 2025 Q4 2024 |
1,251
shares
|
$652,283
0.02% of portfolio
|
Q4 2024
Reduced 86.38%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Nov 14, 2024 Q3 2024 |
1,249
shares
|
$651,241
0.01% of portfolio
|
Q3 2024
Added 1.71%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
Nov 14, 2024 Q3 2024 |
1,243
shares
|
$648,112
0.01% of portfolio
|
Q3 2024
Reduced 10.96%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
1,240
shares
|
$646,548
0.02% of portfolio
|
Q3 2024
Added 180.97%
|
|
|
Country Club Bank
|
Jan 27, 2025 Q4 2024 |
1,238
shares
|
$645,505
0.04% of portfolio
|
Q2 2023
Reduced 1.28%
|
|
|
Principle Wealth Partners LLC
|
Jan 29, 2025 Q4 2024 |
1,237
shares
|
$644,984
0.05% of portfolio
|
Q2 2024
Added 4.12%
|
|
|
Wambolt & Associates, LLC
|
Nov 08, 2024 Q3 2024 |
1,236
shares
|
$644,462
0.17% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
|
Legacy Financial Advisors, Inc.
|
Nov 13, 2024 Q3 2024 |
1,235
shares
|
$643,941
0.12% of portfolio
|
Q3 2024
Added 3.52%
|
|
|
Joule Financial, LLC
|
Jan 15, 2025 Q4 2024 |
1,233
shares
|
$642,898
0.22% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 14, 2025 Q4 2024 |
1,233
shares
|
$642,898
0.06% of portfolio
|
Q4 2024
Added 7.97%
|
|
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
Jan 17, 2025 Q4 2024 |
1,214
shares
|
$632,991
0.36% of portfolio
|
Q4 2024
Reduced 3.96%
|
|
|
Gyroscope Capital Management Group, LLC
|
Nov 13, 2023 Q3 2023 |
1,211
shares
|
$631,427
0.1% of portfolio
|
Q3 2023
Added 51.38%
|
|
|
Magellan Asset Management LTD
Sydney, C3 |
Nov 14, 2024 Q3 2024 |
1,211
shares
|
$631,427
0.01% of portfolio
|
Q3 2024
Reduced 7.84%
|
|
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
Nov 14, 2024 Q3 2024 |
1,200
shares
|
$625,692
0.14% of portfolio
|
Q2 2024
Reduced 75.0%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Jan 16, 2025 Q4 2024 |
1,197
shares
|
$624,127
0.29% of portfolio
|
Q4 2024
Added 1.35%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Nov 12, 2024 Q3 2024 |
1,185
shares
|
$617,870
0.04% of portfolio
|
Q3 2024
Added 9.32%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
1,183
shares
|
$616,828
0.08% of portfolio
|
Q1 2024
Reduced 26.29%
|
|
|
Y Intercept (Hong Kong) LTD
|
Nov 15, 2024 Q3 2024 |
1,182
shares
|
$616,306
0.04% of portfolio
|
Q3 2024
Added 90.95%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Jan 28, 2025 Q4 2024 |
1,180
shares
|
$615,263
0.01% of portfolio
|
Q4 2024
Reduced 2.56%
|
|
|
Amica Retiree Medical Trust
|
Nov 12, 2024 Q3 2024 |
1,173
shares
|
$611,613
0.5% of portfolio
|
Q3 2024
Reduced 29.21%
|
|
|
Little House Capital LLC
Braintree, MA |
Jan 30, 2025 Q4 2024 |
1,171
shares
|
$610,571
0.17% of portfolio
|
Q3 2024
Reduced 7.8%
|
|
|
Tilia Fiduciary Partners, Inc.
|
Jan 10, 2025 Q4 2024 |
1,156
shares
|
$602,749
0.4% of portfolio
|
Q4 2024
Reduced 1.45%
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
Nov 08, 2024 Q3 2024 |
1,156
shares
|
$602,749
0.21% of portfolio
|
Q3 2024
Added 11.15%
|
|
|
United Community Bank
Greenville, SC |
Oct 30, 2024 Q3 2024 |
1,156
shares
|
$602,749
0.23% of portfolio
|
Q3 2024
Reduced 7.67%
|
|
|
Paulson Wealth Management Inc.
|
Nov 05, 2024 Q3 2024 |
1,145
shares
|
$597,014
0.16% of portfolio
|
Q1 2024
New holding
|