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 |
|---|---|---|---|---|---|
|
Mjp Associates Inc
|
Nov 12, 2024 Q3 2024 |
690
shares
|
$358,213
0.07% of portfolio
|
Q3 2024
Reduced 7.75%
|
|
|
Gen Trust, LLC
|
Feb 04, 2025 Q4 2024 |
689
shares
|
$357,694
0.02% of portfolio
|
Q4 2024
Added 29.76%
|
|
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
Nov 12, 2024 Q3 2024 |
689
shares
|
$357,694
0.25% of portfolio
|
Q3 2024
New holding
|
|
|
180 Wealth Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
688
shares
|
$357,175
0.05% of portfolio
|
Q4 2024
Reduced 1.15%
|
|
|
Patten & Patten Inc
|
Nov 04, 2024 Q3 2024 |
683
shares
|
$354,579
0.02% of portfolio
|
Q2 2024
Reduced 6.82%
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
Feb 07, 2025 Q4 2024 |
683
shares
|
$354,579
0.26% of portfolio
|
Q4 2024
Reduced 2.57%
|
|
|
J. L. Bainbridge & Co., Inc.
|
Nov 12, 2024 Q3 2024 |
682
shares
|
$354,060
0.03% of portfolio
|
Q2 2024
Reduced 4.88%
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
Jan 23, 2025 Q4 2024 |
679
shares
|
$352,502
0.07% of portfolio
|
Q4 2024
Added 17.47%
|
|
|
Crewe Advisors LLC
|
Jan 27, 2025 Q4 2024 |
678
shares
|
$351,983
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Veracity Capital LLC
|
Jan 17, 2025 Q4 2024 |
674
shares
|
$349,907
0.12% of portfolio
|
Q4 2024
Reduced 2.46%
|
|
|
Personal Cfo Solutions, LLC
|
Feb 07, 2025 Q4 2024 |
674
shares
|
$349,907
0.07% of portfolio
|
Q4 2024
Added 3.06%
|
|
|
Clarendon Private LLC
Boston, MA |
Jan 21, 2025 Q4 2024 |
671
shares
|
$348,349
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
Jan 17, 2025 Q4 2024 |
670
shares
|
$347,830
0.05% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
666
shares
|
$345,753
0.25% of portfolio
|
Q3 2024
Reduced 4.58%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Jan 21, 2025 Q4 2024 |
666
shares
|
$345,753
0.06% of portfolio
|
Q2 2024
Added 1.52%
|
|
|
Financial Insights, Inc.
|
Oct 22, 2024 Q3 2024 |
665
shares
|
$345,234
0.11% of portfolio
|
Q3 2024
Reduced 50.45%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
660
shares
|
$342,639
0.06% of portfolio
|
Q3 2024
Added 12.63%
|
|
|
Impact Investors, Inc
San Francisco, CA |
Feb 04, 2025 Q4 2024 |
659
shares
|
$342,119
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Jan 31, 2025 Q4 2024 |
653
shares
|
$339,004
0.07% of portfolio
|
Q4 2022
New holding
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Jan 21, 2025 Q4 2024 |
653
shares
|
$339,004
0.08% of portfolio
|
Q4 2022
New holding
|
|
|
David R. Rahn & Associates Inc.
|
Feb 04, 2025 Q4 2024 |
652
shares
|
$338,485
0.11% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Lafayette Investments, Inc.
|
Oct 22, 2024 Q3 2024 |
652
shares
|
$338,485
0.07% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Tfc Financial Management
|
Jan 29, 2025 Q4 2024 |
652
shares
|
$338,485
0.05% of portfolio
|
Q3 2024
Added 3.16%
|
|
|
Ifrah Financial Services, Inc.
|
Jan 31, 2025 Q4 2024 |
649
shares
|
$336,928
0.09% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
648
shares
|
$336,409
0.02% of portfolio
|
Q3 2024
Added 46.94%
|