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 |
|---|---|---|---|---|---|
|
First Trust Investment Solutions L.P.
Naples, FL |
Aug 14, 2024 Q2 2024 |
961
shares
|
$467,632
0.06% of portfolio
|
Q2 2024
Added 29.86%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Oct 18, 2024 Q3 2024 |
960
shares
|
$467,145
0.18% of portfolio
|
Q3 2024
Added 21.83%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Aug 07, 2024 Q2 2024 |
959
shares
|
$466,658
0.02% of portfolio
|
Q2 2024
Added 15.4%
|
|
|
Cornerstone Wealth Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
955
shares
|
$464,712
0.14% of portfolio
|
Q3 2022
Reduced 2.05%
|
|
|
D.B. Root & Company, LLC
|
Jul 15, 2024 Q2 2024 |
955
shares
|
$464,712
0.15% of portfolio
|
Q2 2024
Added 2.36%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 24, 2024 Q3 2024 |
950
shares
|
$462,279
0.27% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Aug 08, 2024 Q2 2024 |
945
shares
|
$459,846
0.05% of portfolio
|
Q2 2024
Reduced 0.53%
|
|
|
Bison Wealth, LLC
|
Jul 30, 2024 Q2 2024 |
939
shares
|
$456,926
0.07% of portfolio
|
Q1 2024
Reduced 3.49%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Aug 08, 2024 Q2 2024 |
937
shares
|
$455,953
0.21% of portfolio
|
Q2 2024
Reduced 9.64%
|
|
|
Riverwater Partners LLC
|
Oct 22, 2024 Q3 2024 |
935
shares
|
$454,980
0.27% of portfolio
|
Q2 2024
Added 13.2%
|
|
|
Marietta Investment Partners LLC
Milwaukee, WI |
Aug 14, 2024 Q2 2024 |
935
shares
|
$454,980
0.09% of portfolio
|
Q1 2024
Added 6.49%
|
|
|
Emerald Advisers, LLC
|
Oct 29, 2024 Q3 2024 |
932
shares
|
$453,520
0.02% of portfolio
|
Q3 2024
Reduced 2.31%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Oct 07, 2024 Q3 2024 |
931
shares
|
$453,033
0.08% of portfolio
|
Q3 2024
Added 81.48%
|
|
|
Tenon Financial LLC
Metuchen, NJ |
Oct 23, 2024 Q3 2024 |
928
shares
|
$451,574
0.32% of portfolio
|
Q1 2024
New holding
|
|
|
Cornerstone Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
923
shares
|
$449,141
0.03% of portfolio
|
Q3 2024
Added 6.09%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 14, 2024 Q2 2024 |
920
shares
|
$447,681
0.02% of portfolio
|
Q2 2024
Reduced 43.21%
|
|
|
Alpha Family Trust
Los Angeles, CA |
Aug 09, 2024 Q2 2024 |
920
shares
|
$447,681
0.24% of portfolio
|
Q1 2023
Reduced 11.54%
|
|
|
Howard Capital Management Group, LLC
|
Oct 16, 2024 Q3 2024 |
911
shares
|
$443,301
0.03% of portfolio
|
Q3 2024
Added 3.17%
|
|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Oct 11, 2024 Q3 2024 |
911
shares
|
$443,301
0.28% of portfolio
|
Q2 2024
Added 1.22%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 21, 2024 Q3 2024 |
909
shares
|
$442,328
0.03% of portfolio
|
Q3 2024
Reduced 19.41%
|
|
|
Lm Advisors LLC
San Diego, CA |
Aug 14, 2024 Q2 2024 |
905
shares
|
$440,382
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Alta Advisers LTD
|
Aug 08, 2024 Q2 2024 |
900
shares
|
$437,949
0.19% of portfolio
|
Q3 2022
New holding
|
|
|
N Verses Capital, LLC
Wellington, FL |
Oct 16, 2024 Q3 2024 |
900
shares
|
$437,949
0.21% of portfolio
|
Q3 2024
Added 50.0%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
888
shares
|
$432,109
0.03% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Aug 09, 2024 Q2 2024 |
882
shares
|
$429,190
0.12% of portfolio
|
Q2 2024
New holding
|