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 |
|---|---|---|---|---|---|
|
Peterson Wealth Services
|
Jul 30, 2024 Q2 2024 |
596
shares
|
$290,019
0.09% of portfolio
|
Q2 2024
Added 1.36%
|
|
|
Courage Miller Partners, LLC
|
Oct 21, 2024 Q3 2024 |
595
shares
|
$289,532
0.1% of portfolio
|
Q1 2023
New holding
|
|
|
Kg&L Capital Management,Llc
|
Oct 29, 2024 Q3 2024 |
595
shares
|
$289,532
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Ml & R Wealth Management LLC
|
May 14, 2024 Q1 2024 |
594
shares
|
$289,046
0.06% of portfolio
|
Q3 2023
Added 0.17%
|
|
|
44 Wealth Management LLC
|
Oct 24, 2024 Q3 2024 |
593
shares
|
$288,559
0.11% of portfolio
|
Q3 2024
Added 1.02%
|
|
|
Spc Financial, Inc.
|
Oct 16, 2024 Q3 2024 |
593
shares
|
$288,559
0.03% of portfolio
|
Q3 2024
Reduced 3.73%
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Oct 28, 2024 Q3 2024 |
589
shares
|
$286,613
0.3% of portfolio
|
Q3 2024
Added 11.55%
|
|
|
Marco Investment Management LLC
|
Aug 07, 2024 Q2 2024 |
588
shares
|
$286,126
0.02% of portfolio
|
Q1 2024
Added 17.6%
|
|
|
Affinity Capital Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
587
shares
|
$285,640
0.06% of portfolio
|
Q2 2024
Reduced 0.17%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Aug 12, 2024 Q2 2024 |
586
shares
|
$285,153
0.06% of portfolio
|
Q2 2024
Added 1.21%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Oct 17, 2024 Q3 2024 |
586
shares
|
$285,153
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
584
shares
|
$284,180
0.03% of portfolio
|
Q2 2023
Reduced 2.18%
|
|
|
Ivc Wealth Advisors LLC
|
Oct 24, 2024 Q3 2024 |
582
shares
|
$283,207
0.17% of portfolio
|
Q2 2024
Added 2.65%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
582
shares
|
$283,207
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Naviter Wealth, LLC
|
Oct 16, 2024 Q3 2024 |
581
shares
|
$282,720
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Mitchell Capital Management CO
|
Aug 08, 2024 Q2 2024 |
581
shares
|
$282,720
0.05% of portfolio
|
Q2 2024
Reduced 40.9%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 24, 2024 Q3 2024 |
581
shares
|
$282,720
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
577
shares
|
$280,773
0.07% of portfolio
|
Q3 2024
Added 1.05%
|
|
|
Bouchey Financial Group LTD
|
Oct 24, 2024 Q3 2024 |
576
shares
|
$280,287
0.03% of portfolio
|
Q3 2024
Added 2.13%
|
|
|
Goodman Advisory Group, LLC
|
Aug 15, 2024 Q2 2024 |
576
shares
|
$280,287
0.08% of portfolio
|
Q2 2024
Reduced 12.2%
|
|
|
Strong Box Wealth, LLC
|
Aug 12, 2024 Q2 2024 |
575
shares
|
$279,800
0.12% of portfolio
|
Q1 2024
Reduced 1.71%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Oct 11, 2024 Q3 2024 |
573
shares
|
$278,827
0.29% of portfolio
|
Q3 2024
New holding
|
|
|
Forbes J M & CO LLP
|
Oct 24, 2024 Q3 2024 |
569
shares
|
$276,881
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
Feb 16, 2024 Q4 2023 |
565
shares
|
$274,934
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Aug 15, 2024 Q2 2024 |
564
shares
|
$274,448
0.01% of portfolio
|
Q1 2024
New holding
|