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 2,189 institutions that hold shares in the stock, with a total of 266 Million shares, which have been reported (via 13F filing form) to have a value of $141 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Avestar Capital, LLC
|
Jan 29, 2025 Q4 2024 |
2,306
shares
|
$1.23 Million
0.1% of portfolio
|
Q4 2024
Added 18.62%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Feb 13, 2025 Q4 2024 |
2,304
shares
|
$1.22 Million
0.21% of portfolio
|
Q4 2024
Reduced 0.69%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Jan 28, 2025 Q4 2024 |
2,304
shares
|
$1.22 Million
0.14% of portfolio
|
Q4 2024
Added 1.63%
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
2,297
shares
|
$1.22 Million
0.23% of portfolio
|
Q2 2024
Added 59.62%
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Jan 30, 2025 Q4 2024 |
2,286
shares
|
$1.22 Million
0.5% of portfolio
|
Q4 2024
Reduced 0.95%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Feb 06, 2025 Q4 2024 |
2,272
shares
|
$1.21 Million
0.03% of portfolio
|
Q4 2024
Reduced 21.3%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Feb 13, 2025 Q4 2024 |
2,271
shares
|
$1.21 Million
0.02% of portfolio
|
Q4 2024
Reduced 29.91%
|
|
|
Cvfg LLC
Shelbyville, IN |
Jan 15, 2025 Q4 2024 |
2,266
shares
|
$1.2 Million
1.03% of portfolio
|
Q4 2024
New holding
|
|
|
Carret Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
2,263
shares
|
$1.2 Million
0.13% of portfolio
|
Q4 2024
Added 13.72%
|
|
|
Motiv8 Investments LLC
Port St. Lucie, FL |
Feb 05, 2025 Q4 2024 |
2,246
shares
|
$1.19 Million
0.78% of portfolio
|
Q4 2024
Added 36.95%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
2,236
shares
|
$1.19 Million
0.41% of portfolio
|
Q3 2024
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Feb 12, 2025 Q4 2024 |
2,223
shares
|
$1.18 Million
0.1% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Davidson Trust CO
|
Jan 31, 2025 Q4 2024 |
2,221
shares
|
$1.18 Million
0.57% of portfolio
|
Q4 2024
Added 6.32%
|
|
|
Slate Stone Wealth, LLC
|
Feb 10, 2025 Q4 2024 |
2,219
shares
|
$1.18 Million
0.11% of portfolio
|
Q4 2024
Added 3.02%
|
|
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
Feb 11, 2025 Q4 2024 |
2,186
shares
|
$1.16 Million
0.22% of portfolio
|
Q4 2024
Added 180.26%
|
|
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
Feb 04, 2025 Q4 2024 |
2,179
shares
|
$1.16 Million
0.71% of portfolio
|
Q4 2024
Added 2.93%
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
2,175
shares
|
$1.16 Million
0.1% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Monterey Private Wealth, Inc.
|
Jan 16, 2025 Q4 2024 |
2,167
shares
|
$1.15 Million
0.36% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Members Trust CO
|
Jan 30, 2025 Q4 2024 |
2,166
shares
|
$1.15 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Kerrisdale Advisers, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
2,160
shares
|
$1.15 Million
0.42% of portfolio
|
Q3 2024
Reduced 81.22%
|
|
|
Bridgefront Capital, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
2,143
shares
|
$1.14 Million
0.44% of portfolio
|
Q3 2024
New holding
|
|
|
Foster Group, Inc.
|
Jan 22, 2025 Q4 2024 |
2,134
shares
|
$1.13 Million
0.04% of portfolio
|
Q4 2024
Reduced 1.34%
|
|
|
Andesa Financial Management Inc.
|
May 04, 2023 Q1 2023 |
2,134
shares
|
$1.13 Million
0.22% of portfolio
|
Q1 2023
Added 76.36%
|
|
|
Napa Wealth Management
Napa, CA |
Nov 07, 2024 Q3 2024 |
2,131
shares
|
$1.13 Million
0.52% of portfolio
|
Q3 2024
New holding
|
|
|
Values First Advisors, Inc.
|
Jan 29, 2025 Q4 2024 |
2,122
shares
|
$1.13 Million
0.6% of portfolio
|
Q4 2024
Added 222.98%
|