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 2,112 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 $138 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mascoma Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
185
shares
|
$96,730
0.02% of portfolio
|
Q2 2024
Added 9.47%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Oct 15, 2024 Q3 2024 |
185
shares
|
$96,730
0.0% of portfolio
|
Q3 2024
Reduced 29.66%
|
|
|
Oakworth Capital, Inc.
|
Oct 21, 2024 Q3 2024 |
185
shares
|
$96,730
0.01% of portfolio
|
Q3 2024
Added 52.89%
|
|
|
Rise Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
184
shares
|
$96,208
0.05% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
178
shares
|
$93,070
0.02% of portfolio
|
Q3 2024
Reduced 11.44%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
170
shares
|
$88,887
0.0% of portfolio
|
Q4 2022
Added 11.84%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
170
shares
|
$88,887
0.0% of portfolio
|
Q3 2024
Added 1.19%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
168
shares
|
$87,842
0.19% of portfolio
|
Q2 2022
New holding
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Oct 17, 2024 Q3 2024 |
168
shares
|
$87,842
0.03% of portfolio
|
Q2 2024
Added 1020.0%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
167
shares
|
$87,319
0.03% of portfolio
|
Q4 2022
Reduced 20.1%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
163
shares
|
$85,227
0.02% of portfolio
|
Q3 2023
Added 26.36%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 24, 2024 Q3 2024 |
159
shares
|
$83,136
0.03% of portfolio
|
Q3 2024
Added 93.9%
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
158
shares
|
$82,613
0.02% of portfolio
|
Q3 2024
Added 36.21%
|
|
|
Atticus Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
154
shares
|
$80,521
0.03% of portfolio
|
Q4 2022
Reduced 8.33%
|
|
|
Goal Vest Advisory LLC
|
Nov 06, 2024 Q3 2024 |
153
shares
|
$79,999
0.02% of portfolio
|
Q3 2024
Added 18.6%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 04, 2024 Q3 2024 |
150
shares
|
$78,430
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
147
shares
|
$76,861
0.01% of portfolio
|
Q3 2024
Reduced 2.65%
|
|
|
Clean Yield Group
|
Oct 07, 2024 Q3 2024 |
146
shares
|
$76,339
0.03% of portfolio
|
Q3 2024
Added 9.77%
|
|
|
Hall Laurie J Trustee
|
Oct 08, 2024 Q3 2024 |
145
shares
|
$75,816
0.02% of portfolio
|
Q3 2021
New holding
|
|
|
Indiana Trust & Investment Management CO
|
Oct 16, 2024 Q3 2024 |
145
shares
|
$75,816
0.03% of portfolio
|
Q3 2024
Reduced 25.64%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
145
shares
|
$75,816
0.01% of portfolio
|
Q2 2024
Added 38.1%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Oct 30, 2024 Q3 2024 |
142
shares
|
$74,247
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
141
shares
|
$73,724
0.01% of portfolio
|
Q3 2024
Added 4600.0%
|
|
|
Spartan Planning & Wealth Management
Greensboro, NC |
Mar 12, 2024 Q4 2023 |
140
shares
|
$73,201
0.07% of portfolio
|
Q4 2023
Reduced 46.15%
|
|
|
State Of Wyoming
Cheyenne, WY |
Nov 14, 2024 Q3 2024 |
134
shares
|
$70,064
0.01% of portfolio
|
Q3 2024
Reduced 38.25%
|