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 2,040 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 |
|---|---|---|---|---|---|
|
Mezzasalma Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
422
shares
|
$205,615
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Avalon Trust CO
Santa Fe, NM |
Aug 12, 2024 Q2 2024 |
422
shares
|
$205,615
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
422
shares
|
$205,615
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Koshinski Asset Management, Inc.
|
Oct 10, 2024 Q3 2024 |
418
shares
|
$203,666
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Blue Chip Partners, Inc.
|
Jul 29, 2024 Q2 2024 |
418
shares
|
$203,666
0.02% of portfolio
|
Q2 2024
Reduced 3.91%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Aug 12, 2024 Q2 2024 |
418
shares
|
$203,666
0.13% of portfolio
|
Q1 2024
Added 5.29%
|
|
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
Oct 24, 2024 Q3 2024 |
415
shares
|
$202,204
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Cairn Investment Group, Inc.
|
Oct 17, 2024 Q3 2024 |
414
shares
|
$201,717
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Family Firm, Inc.
|
Oct 17, 2024 Q3 2024 |
414
shares
|
$201,717
0.02% of portfolio
|
Q3 2024
Added 6.43%
|
|
|
Moody Lynn & Lieberson, LLC
|
Oct 23, 2024 Q3 2024 |
412
shares
|
$200,742
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
410
shares
|
$199,768
0.1% of portfolio
|
Q2 2022
Added 8.18%
|
|
|
Stage Harbor Financial, LLC
Needham, MA |
Oct 16, 2024 Q3 2024 |
407
shares
|
$198,306
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
1858 Wealth Management, LLC
Akron, OH |
Oct 21, 2024 Q3 2024 |
404
shares
|
$196,844
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Lake Street Financial LLC
|
Oct 22, 2024 Q3 2024 |
403
shares
|
$196,357
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Cadinha & CO LLC
|
Oct 08, 2024 Q3 2024 |
400
shares
|
$194,896
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Integris Wealth Management, LLC
Monterey, CA |
Oct 18, 2024 Q3 2024 |
399
shares
|
$194,408
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Oct 08, 2024 Q3 2024 |
399
shares
|
$194,408
0.08% of portfolio
|
Q2 2024
Added 4.18%
|
|
|
Aspiriant, LLC
|
Oct 17, 2024 Q3 2024 |
394
shares
|
$191,972
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
One River Asset Management, LLC
Stamford, CT |
Aug 13, 2024 Q2 2024 |
390
shares
|
$190,023
0.01% of portfolio
|
Q2 2024
Reduced 2.26%
|
|
|
Bcs Wealth Management
|
Oct 17, 2024 Q3 2024 |
389
shares
|
$189,536
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Oct 08, 2024 Q3 2024 |
385
shares
|
$187,587
0.04% of portfolio
|
Q3 2024
Added 20.69%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
381
shares
|
$185,638
0.02% of portfolio
|
Q2 2023
Added 988.57%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Aug 13, 2024 Q2 2024 |
380
shares
|
$185,151
0.01% of portfolio
|
Q2 2024
Reduced 60.5%
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Aug 14, 2024 Q2 2024 |
360
shares
|
$175,406
0.01% of portfolio
|
Q2 2024
Reduced 2.96%
|
|
|
Versant Capital Management, Inc
|
Oct 07, 2024 Q3 2024 |
350
shares
|
$170,534
0.04% of portfolio
|
Q3 2024
Added 7.03%
|