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 2,111 institutions that hold shares in the stock, with a total of 264 Million shares, which have been reported (via 13F filing form) to have a value of $136 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Zega Financial, LLC
Palm Beach Gardens, FL |
Nov 14, 2024 Q3 2024 |
413
shares
|
$212,471
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Moody Lynn & Lieberson, LLC
|
Oct 23, 2024 Q3 2024 |
412
shares
|
$211,957
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2024 Q3 2024 |
411
shares
|
$211,443
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Oct 31, 2024 Q3 2024 |
411
shares
|
$211,443
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
410
shares
|
$210,928
0.1% of portfolio
|
Q2 2022
Added 8.18%
|
|
|
Seven Mile Advisory
Ewing, NJ |
Nov 13, 2024 Q3 2024 |
410
shares
|
$210,928
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Blue Chip Partners, Inc.
|
Nov 04, 2024 Q3 2024 |
409
shares
|
$210,414
0.02% of portfolio
|
Q3 2024
Reduced 2.15%
|
|
|
Stage Harbor Financial, LLC
Needham, MA |
Oct 16, 2024 Q3 2024 |
407
shares
|
$209,385
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Lgl Partners, LLC
West Conshohocken, PA |
Nov 12, 2024 Q3 2024 |
405
shares
|
$208,356
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
1858 Wealth Management, LLC
Akron, OH |
Oct 21, 2024 Q3 2024 |
404
shares
|
$207,841
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Lake Street Financial LLC
|
Oct 22, 2024 Q3 2024 |
403
shares
|
$207,327
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Glenn Greenberg
Brave Warrior Advisors, LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
401
shares
|
$206,298
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cadinha & CO LLC
|
Oct 08, 2024 Q3 2024 |
400
shares
|
$205,784
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 12, 2024 Q3 2024 |
399
shares
|
$205,269
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Auxier Asset Management
Aurora, OR |
Nov 14, 2024 Q3 2024 |
399
shares
|
$205,269
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 12, 2024 Q3 2024 |
399
shares
|
$205,269
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Integris Wealth Management, LLC
Monterey, CA |
Oct 18, 2024 Q3 2024 |
399
shares
|
$205,269
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Oct 08, 2024 Q3 2024 |
399
shares
|
$205,269
0.08% of portfolio
|
Q2 2024
Added 4.18%
|
|
|
Plancorp, LLC
|
Nov 12, 2024 Q3 2024 |
396
shares
|
$203,726
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
396
shares
|
$203,726
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Aspiriant, LLC
|
Oct 17, 2024 Q3 2024 |
394
shares
|
$202,697
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Investment Partners, Ltd.
|
Nov 04, 2024 Q3 2024 |
394
shares
|
$202,697
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Bcs Wealth Management
|
Oct 17, 2024 Q3 2024 |
389
shares
|
$200,124
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Fulcrum Equity Management
|
Nov 21, 2024 Q3 2024 |
388
shares
|
$199,610
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Oct 08, 2024 Q3 2024 |
385
shares
|
$198,067
0.04% of portfolio
|
Q3 2024
Added 20.69%
|