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 |
|---|---|---|---|---|---|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Nov 06, 2024 Q3 2024 |
4,244
shares
|
$2.19 Million
0.88% of portfolio
|
Q3 2024
Added 28.22%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
4,233
shares
|
$2.18 Million
0.12% of portfolio
|
Q3 2023
New holding
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jan 14, 2025 Q4 2024 |
4,205
shares
|
$2.17 Million
0.11% of portfolio
|
Q4 2024
Added 6.0%
|
|
|
Machina Capital S.A.S.
Paris, I0 |
Feb 06, 2025 Q4 2024 |
4,184
shares
|
$2.16 Million
0.92% of portfolio
|
Q4 2024
Reduced 12.52%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
4,181
shares
|
$2.15 Million
0.24% of portfolio
|
Q1 2024
New holding
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 12, 2024 Q3 2024 |
4,176
shares
|
$2.15 Million
0.34% of portfolio
|
Q3 2024
Reduced 3.56%
|
|
|
Lederer & Associates Investment Counsel
Long Beach, CA |
Jan 24, 2025 Q4 2024 |
4,171
shares
|
$2.15 Million
1.45% of portfolio
|
Q4 2024
Reduced 3.09%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
4,166
shares
|
$2.15 Million
0.16% of portfolio
|
Q3 2024
Added 1.39%
|
|
|
Milestones Administradora De Recursos Ltda.
Jaragua Do Sul, D5 |
Feb 05, 2025 Q4 2024 |
4,145
shares
|
$2.14 Million
1.05% of portfolio
|
Q4 2024
Added 77.9%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
4,140
shares
|
$2.13 Million
0.1% of portfolio
|
Q4 2024
Reduced 7.67%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
4,132
shares
|
$2.13 Million
0.1% of portfolio
|
Q2 2022
Added 65.15%
|
|
|
Lowell Blake & Associates Inc.
Boston, MA |
Nov 13, 2023 Q3 2023 |
4,112
shares
|
$2.12 Million
0.11% of portfolio
|
Q3 2023
Added 79.8%
|
|
|
Parsons Capital Management Inc
|
Jan 22, 2025 Q4 2024 |
4,101
shares
|
$2.11 Million
0.11% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Excalibur Management Corp
|
Nov 14, 2024 Q3 2024 |
4,081
shares
|
$2.1 Million
0.81% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
4,072
shares
|
$2.1 Million
0.97% of portfolio
|
Q2 2023
Reduced 1.43%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
4,069
shares
|
$2.1 Million
0.14% of portfolio
|
Q3 2024
Added 1.6%
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
4,063
shares
|
$2.09 Million
0.76% of portfolio
|
Q1 2024
Added 6.42%
|
|
|
Ov Management LLC
Minneapolis, MN |
Nov 12, 2024 Q3 2024 |
4,052
shares
|
$2.09 Million
0.99% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
4,030
shares
|
$2.08 Million
0.12% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Solidarilty Wealth, LLC
Lehi, UT |
Jan 16, 2025 Q4 2024 |
4,026
shares
|
$2.07 Million
0.53% of portfolio
|
Q4 2024
Reduced 2.42%
|
|
|
First Bank & Trust
|
Feb 03, 2025 Q4 2024 |
4,024
shares
|
$2.07 Million
0.4% of portfolio
|
Q4 2024
Added 3.87%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
4,017
shares
|
$2.07 Million
0.08% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Avitas Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
3,998
shares
|
$2.06 Million
0.28% of portfolio
|
Q4 2024
Reduced 0.67%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Feb 04, 2025 Q4 2024 |
3,998
shares
|
$2.06 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.97%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
3,976
shares
|
$2.05 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.75%
|