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 2,162 institutions that hold shares in the stock, with a total of 265 Million shares, which have been reported (via 13F filing form) to have a value of $138 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Trueblood Wealth Management, LLC
Lima, OH |
Jan 16, 2025 Q4 2024 |
1,197
shares
|
$621,422
0.29% of portfolio
|
Q4 2024
Added 1.35%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
1,183
shares
|
$614,154
0.08% of portfolio
|
Q1 2024
Reduced 26.29%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Jan 28, 2025 Q4 2024 |
1,180
shares
|
$612,597
0.01% of portfolio
|
Q4 2024
Reduced 2.56%
|
|
|
Amica Retiree Medical Trust
|
Nov 12, 2024 Q3 2024 |
1,173
shares
|
$608,962
0.5% of portfolio
|
Q3 2024
Reduced 29.21%
|
|
|
Little House Capital LLC
Braintree, MA |
Jan 30, 2025 Q4 2024 |
1,171
shares
|
$607,924
0.17% of portfolio
|
Q3 2024
Reduced 7.8%
|
|
|
Tilia Fiduciary Partners, Inc.
|
Jan 10, 2025 Q4 2024 |
1,156
shares
|
$600,137
0.4% of portfolio
|
Q4 2024
Reduced 1.45%
|
|
|
United Community Bank
Greenville, SC |
Feb 07, 2025 Q4 2024 |
1,156
shares
|
$600,137
0.22% of portfolio
|
Q3 2024
Reduced 7.67%
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
1,152
shares
|
$598,060
0.01% of portfolio
|
Q4 2024
Added 19.38%
|
|
|
Welch & Forbes LLC
|
Feb 06, 2025 Q4 2024 |
1,149
shares
|
$596,503
0.01% of portfolio
|
Q4 2024
Added 2.86%
|
|
|
Paulson Wealth Management Inc.
|
Nov 05, 2024 Q3 2024 |
1,145
shares
|
$594,426
0.16% of portfolio
|
Q1 2024
New holding
|
|
|
Maven Securities LTD
St Helier, Y9 |
Nov 13, 2024 Q3 2024 |
1,144
shares
|
$593,907
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
1,141
shares
|
$592,350
0.0% of portfolio
|
Q3 2024
Reduced 74.73%
|
|
|
Icw Investment Advisors LLC
Scottsdale, AZ |
Nov 12, 2024 Q3 2024 |
1,134
shares
|
$588,716
0.25% of portfolio
|
Q3 2024
Added 4.13%
|
|
|
Dividend Assets Capital, LLC
|
Feb 03, 2025 Q4 2024 |
1,118
shares
|
$580,409
0.11% of portfolio
|
Q3 2024
Reduced 2.61%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Jan 14, 2025 Q4 2024 |
1,112
shares
|
$577,294
0.28% of portfolio
|
Q4 2024
Added 6.01%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
1,109
shares
|
$575,737
0.06% of portfolio
|
Q4 2024
Added 6.63%
|
|
|
Diversified Trust CO
|
Jan 07, 2025 Q4 2024 |
1,108
shares
|
$575,218
0.02% of portfolio
|
Q4 2024
Reduced 34.4%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Feb 03, 2025 Q4 2024 |
1,107
shares
|
$574,699
0.04% of portfolio
|
Q4 2024
Reduced 6.58%
|
|
|
Smith Shellnut Wilson LLC
|
Oct 31, 2024 Q3 2024 |
1,105
shares
|
$573,660
0.26% of portfolio
|
Q3 2024
Reduced 0.81%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
1,104
shares
|
$573,141
0.03% of portfolio
|
Q3 2024
Added 1.47%
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Jan 21, 2025 Q4 2024 |
1,102
shares
|
$572,103
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 13, 2024 Q3 2024 |
1,100
shares
|
$571,065
0.23% of portfolio
|
Q3 2024
Reduced 3.25%
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Jan 13, 2025 Q4 2024 |
1,095
shares
|
$568,469
0.39% of portfolio
|
Q4 2024
Reduced 3.86%
|
|
|
Mc Elhenny Sheffield Capital Management, LLC
|
Jan 15, 2025 Q4 2024 |
1,092
shares
|
$566,911
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Shulman De Meo Asset Management LLC
|
Jan 14, 2025 Q4 2024 |
1,089
shares
|
$565,354
0.15% of portfolio
|
Q4 2024
Added 0.09%
|