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 |
|---|---|---|---|---|---|
|
Bollard Group LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
3,091
shares
|
$1.59 Million
0.04% of portfolio
|
Q2 2024
Added 53.02%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
3,091
shares
|
$1.59 Million
0.08% of portfolio
|
Q3 2024
Reduced 5.1%
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
3,090
shares
|
$1.59 Million
0.09% of portfolio
|
Q4 2024
Reduced 1.21%
|
|
|
Aimz Investment Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
3,081
shares
|
$1.59 Million
0.54% of portfolio
|
Q4 2024
Reduced 1.31%
|
|
|
Ellevest, Inc.
|
Nov 13, 2024 Q3 2024 |
3,071
shares
|
$1.58 Million
0.09% of portfolio
|
Q2 2024
Added 4.31%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Nov 12, 2024 Q3 2024 |
3,064
shares
|
$1.58 Million
0.21% of portfolio
|
Q3 2024
Reduced 4.19%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jan 06, 2025 Q4 2024 |
3,064
shares
|
$1.58 Million
0.15% of portfolio
|
Q3 2024
Reduced 1.16%
|
|
|
Rmr Wealth Builders
|
Jan 14, 2025 Q4 2024 |
3,060
shares
|
$1.58 Million
0.16% of portfolio
|
Q4 2024
Added 6.58%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
3,045
shares
|
$1.57 Million
0.15% of portfolio
|
Q3 2024
Reduced 2.93%
|
|
|
H. L. Ormond & Company, LLC
Greenville, NC |
Nov 14, 2022 Q3 2022 |
3,042
shares
|
$1.57 Million
1.49% of portfolio
|
Q3 2022
Added 11.43%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Feb 04, 2025 Q4 2024 |
3,038
shares
|
$1.57 Million
0.09% of portfolio
|
Q4 2024
Reduced 4.74%
|
|
|
Wood Trust Financial Corp
|
Feb 06, 2025 Q4 2024 |
3,034
shares
|
$1.56 Million
0.21% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
3,023
shares
|
$1.56 Million
0.09% of portfolio
|
Q3 2022
Reduced 1.21%
|
|
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
Feb 06, 2025 Q4 2024 |
3,023
shares
|
$1.56 Million
0.08% of portfolio
|
Q4 2024
Added 6.9%
|
|
|
Nu Wave Investment Management, LLC
|
Oct 21, 2022 Q3 2022 |
3,001
shares
|
$1.55 Million
1.05% of portfolio
|
Q3 2022
New holding
|
|
|
First Hawaiian Bank
|
Jan 08, 2025 Q4 2024 |
2,983
shares
|
$1.54 Million
0.05% of portfolio
|
Q4 2024
Reduced 14.31%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
2,979
shares
|
$1.54 Million
0.16% of portfolio
|
Q3 2022
Reduced 1.16%
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
2,962
shares
|
$1.53 Million
0.13% of portfolio
|
Q3 2024
Reduced 53.65%
|
|
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
Feb 03, 2025 Q4 2024 |
2,948
shares
|
$1.52 Million
0.98% of portfolio
|
Q4 2024
Added 106.59%
|
|
|
Geneva Capital Management LLC
|
Feb 06, 2025 Q4 2024 |
2,935
shares
|
$1.51 Million
0.03% of portfolio
|
Q4 2024
Reduced 6.62%
|
|
|
Thrive Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
2,934
shares
|
$1.51 Million
0.26% of portfolio
|
Q4 2024
Reduced 1.94%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Nov 12, 2024 Q3 2024 |
2,923
shares
|
$1.51 Million
0.09% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
2,884
shares
|
$1.49 Million
0.02% of portfolio
|
Q3 2022
Added 54.31%
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
2,867
shares
|
$1.48 Million
0.11% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Commerzbank Aktiengesellschaft
|
Feb 06, 2025 Q4 2024 |
2,859
shares
|
$1.47 Million
0.03% of portfolio
|
Q4 2024
Added 14.22%
|