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 2,174 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 |
|---|---|---|---|---|---|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
4,621
shares
|
$2.38 Million
0.33% of portfolio
|
Q4 2024
Reduced 0.65%
|
|
|
Svb Wealth LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
4,584
shares
|
$2.36 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
4,579
shares
|
$2.36 Million
0.05% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Mmbg Investment Advisors Co.
|
Nov 13, 2024 Q3 2024 |
4,575
shares
|
$2.36 Million
0.25% of portfolio
|
Q1 2024
Reduced 7.76%
|
|
|
Rodgers Brothers Inc.
Harmony, PA |
Nov 14, 2024 Q3 2024 |
4,571
shares
|
$2.36 Million
0.33% of portfolio
|
Q2 2024
Added 0.13%
|
|
|
K.J. Harrison & Partners Inc
|
Feb 04, 2025 Q4 2024 |
4,529
shares
|
$2.33 Million
0.38% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Vivid Wealth Management, LLC
West Des Moines, IA |
Jan 30, 2025 Q4 2024 |
4,529
shares
|
$2.33 Million
1.14% of portfolio
|
Q4 2024
Added 4.14%
|
|
|
Wedmont Private Capital
|
Jan 13, 2025 Q4 2024 |
4,519
shares
|
$2.33 Million
0.12% of portfolio
|
Q4 2024
Added 7.93%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
4,507
shares
|
$2.32 Million
0.06% of portfolio
|
Q4 2024
Reduced 3.37%
|
|
|
Banco Santander, S.A.
|
Feb 07, 2025 Q4 2024 |
4,453
shares
|
$2.29 Million
0.03% of portfolio
|
Q4 2024
Reduced 16.56%
|
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
Jan 15, 2025 Q4 2024 |
4,450
shares
|
$2.29 Million
0.63% of portfolio
|
Q4 2024
Reduced 1.11%
|
|
|
Valeo Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
4,444
shares
|
$2.29 Million
0.06% of portfolio
|
Q4 2024
Added 1.81%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Jan 29, 2025 Q4 2024 |
4,429
shares
|
$2.28 Million
0.28% of portfolio
|
Q4 2024
Reduced 1.77%
|
|
|
Pinnacle Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
4,415
shares
|
$2.28 Million
2.76% of portfolio
|
Q3 2024
New holding
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 12, 2024 Q3 2024 |
4,406
shares
|
$2.27 Million
0.16% of portfolio
|
Q3 2024
Reduced 3.08%
|
|
|
Chatham Capital Group, Inc.
|
Feb 06, 2025 Q4 2024 |
4,400
shares
|
$2.27 Million
0.37% of portfolio
|
Q4 2024
Reduced 2.24%
|
|
|
Evoke Wealth, LLC
|
Feb 10, 2025 Q4 2024 |
4,380
shares
|
$2.26 Million
0.06% of portfolio
|
Q4 2024
Added 3.89%
|
|
|
Mission Wealth Management, LP
|
Feb 06, 2025 Q4 2024 |
4,358
shares
|
$2.25 Million
0.05% of portfolio
|
Q4 2024
Added 14.41%
|
|
|
Ashford Capital Management Inc
Wilmington, DE |
Nov 15, 2024 Q3 2024 |
4,354
shares
|
$2.24 Million
0.31% of portfolio
|
Q3 2024
Reduced 6.24%
|
|
|
Ern LLC
|
Jul 13, 2022 Q2 2022 |
4,344
shares
|
$2.24 Million
1.64% of portfolio
|
Q2 2022
New holding
|
|
|
Inverness Counsel LLC
|
Oct 26, 2022 Q3 2022 |
4,340
shares
|
$2.24 Million
0.07% of portfolio
|
Q3 2022
Added 7.35%
|
|
|
Decatur Capital Management, Inc.
Decatur, GA |
Nov 26, 2024 Q3 2024 |
4,338
shares
|
$2.24 Million
1.03% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
4,296
shares
|
$2.21 Million
0.08% of portfolio
|
Q4 2024
Reduced 3.72%
|
|
|
Peloton Wealth Strategists
Indianapolis, IN |
Feb 05, 2025 Q4 2024 |
4,273
shares
|
$2.2 Million
0.88% of portfolio
|
Q3 2024
Reduced 1.16%
|
|
|
Ims Capital Management
|
Jan 29, 2025 Q4 2024 |
4,266
shares
|
$2.2 Million
1.0% of portfolio
|
Q4 2024
Added 0.23%
|