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 |
|---|---|---|---|---|---|
|
Abound Wealth Management
Franklin, TN |
Nov 04, 2024 Q3 2024 |
69
shares
|
$35,497
0.01% of portfolio
|
Q3 2024
Added 16.95%
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 14, 2024 Q3 2024 |
67
shares
|
$34,468
0.02% of portfolio
|
Q3 2024
Added 1240.0%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Nov 08, 2024 Q3 2024 |
66
shares
|
$33,954
0.01% of portfolio
|
Q3 2024
Added 11.86%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
64
shares
|
$32,925
0.01% of portfolio
|
Q3 2024
Added 52.38%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Nov 05, 2024 Q3 2024 |
63
shares
|
$32,410
0.01% of portfolio
|
Q3 2024
Added 65.79%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 25, 2024 Q3 2024 |
62
shares
|
$31,896
0.01% of portfolio
|
Q3 2024
Added 77.14%
|
|
|
Pacifica Partners Inc.
|
Oct 07, 2024 Q3 2024 |
61
shares
|
$31,382
0.01% of portfolio
|
Q3 2023
Reduced 53.44%
|
|
|
Sage Private Wealth Group, LLC
|
Nov 08, 2022 Q3 2022 |
60
shares
|
$30,867
0.02% of portfolio
|
Q2 2022
Reduced 98.69%
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
59
shares
|
$30,353
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
59
shares
|
$30,353
0.01% of portfolio
|
Q3 2024
Added 1.72%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
56
shares
|
$28,809
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
Nov 12, 2024 Q3 2024 |
56
shares
|
$28,809
0.02% of portfolio
|
Q3 2024
Added 143.48%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
55
shares
|
$28,295
0.01% of portfolio
|
Q3 2024
Added 17.02%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
53
shares
|
$27,266
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Oct 15, 2024 Q3 2024 |
53
shares
|
$27,266
0.0% of portfolio
|
Q3 2024
Reduced 30.26%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
50
shares
|
$25,723
0.0% of portfolio
|
Q2 2022
Reduced 68.75%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2024 Q3 2024 |
50
shares
|
$25,723
0.02% of portfolio
|
Q3 2024
Reduced 26.47%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
44
shares
|
$22,636
0.01% of portfolio
|
Q2 2024
Added 144.44%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Oct 28, 2024 Q3 2024 |
43
shares
|
$22,121
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Bfsg, LLC
|
Oct 16, 2024 Q3 2024 |
42
shares
|
$21,607
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Altshuler Shaham LTD
|
Nov 14, 2024 Q3 2024 |
42
shares
|
$21,607
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Dsm Capital Partners LLC
Palm Beach Gardens, FL |
Nov 14, 2024 Q3 2024 |
42
shares
|
$21,607
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Prairie View Partners, LLC
|
Oct 18, 2024 Q3 2024 |
41
shares
|
$21,092
0.0% of portfolio
|
Q3 2022
Reduced 34.92%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Nov 01, 2024 Q3 2024 |
41
shares
|
$21,092
0.0% of portfolio
|
Q1 2022
Reduced 66.12%
|
|
|
Silicon Valley Capital Partners
|
Oct 29, 2024 Q3 2024 |
40
shares
|
$20,578
0.0% of portfolio
|
Q2 2023
New holding
|