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 2,162 institutions that hold shares in the stock, with a total of 265 Million shares, which have been reported (via 13F filing form) to have a value of $138 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Balboa Wealth Partners
Newport Beach, CA |
Nov 06, 2024 Q3 2024 |
1,456
shares
|
$755,882
0.19% of portfolio
|
Q3 2024
Added 1.68%
|
|
|
Regent Investment Management LLC
|
Jan 26, 2023 Q4 2022 |
1,455
shares
|
$755,363
0.13% of portfolio
|
Q4 2022
Added 61.67%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jan 28, 2025 Q4 2024 |
1,452
shares
|
$753,805
0.31% of portfolio
|
Q4 2024
Reduced 19.42%
|
|
|
New Hampshire Trust
Concord, NH |
Jan 16, 2025 Q4 2024 |
1,448
shares
|
$751,729
0.15% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
First Affirmative Financial Network
|
Jan 23, 2025 Q4 2024 |
1,441
shares
|
$748,095
0.43% of portfolio
|
Q4 2024
Reduced 2.57%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jan 24, 2025 Q4 2024 |
1,441
shares
|
$748,095
0.11% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
1,435
shares
|
$744,980
0.03% of portfolio
|
Q4 2024
Added 6.69%
|
|
|
Smart Money Group LLC
|
Jan 16, 2025 Q4 2024 |
1,434
shares
|
$744,461
0.28% of portfolio
|
Q4 2024
Added 5.44%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Jan 28, 2025 Q4 2024 |
1,430
shares
|
$742,384
0.02% of portfolio
|
Q4 2024
Added 1.63%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
1,428
shares
|
$741,346
0.02% of portfolio
|
Q4 2024
Added 12.62%
|
|
|
Navellier & Associates Inc
Reno, NV |
Feb 03, 2025 Q4 2024 |
1,426
shares
|
$740,307
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
1,426
shares
|
$740,307
0.07% of portfolio
|
Q3 2024
Reduced 23.46%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Jan 22, 2025 Q4 2024 |
1,420
shares
|
$737,193
0.1% of portfolio
|
Q4 2024
Added 6.61%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
1,416
shares
|
$735,116
0.03% of portfolio
|
Q3 2024
Added 2.16%
|
|
|
Allred Capital Management, LLC
Dallas, TX |
Nov 13, 2024 Q3 2024 |
1,414
shares
|
$734,078
0.29% of portfolio
|
Q3 2024
Added 5.13%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
1,413
shares
|
$733,558
0.02% of portfolio
|
Q4 2024
Added 15.44%
|
|
|
J. W. Coons Advisors, LLC
|
Feb 04, 2025 Q4 2024 |
1,412
shares
|
$733,039
0.18% of portfolio
|
Q3 2024
Reduced 2.15%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Nov 13, 2024 Q3 2024 |
1,410
shares
|
$732,001
0.14% of portfolio
|
Q3 2024
Reduced 6.81%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
1,410
shares
|
$732,001
0.03% of portfolio
|
Q3 2024
Added 53.26%
|
|
|
Ninepoint Partners LP
|
Nov 07, 2024 Q3 2024 |
1,406
shares
|
$729,924
0.11% of portfolio
|
Q3 2024
Reduced 12.13%
|
|
|
Everett Harris & CO
|
Jan 23, 2025 Q4 2024 |
1,397
shares
|
$725,252
0.01% of portfolio
|
Q4 2024
Added 3.87%
|
|
|
River Park Advisors, LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
1,395
shares
|
$724,214
0.6% of portfolio
|
Q3 2024
Added 0.72%
|
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
Feb 04, 2025 Q4 2024 |
1,393
shares
|
$723,175
0.29% of portfolio
|
Q4 2024
Added 21.98%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Aug 12, 2024 Q2 2024 |
1,390
shares
|
$721,618
0.08% of portfolio
|
Q2 2024
Reduced 35.41%
|
|
|
Whalen Wealth Management Inc.
Las Vegas, NV |
Jan 17, 2025 Q4 2024 |
1,390
shares
|
$721,618
0.48% of portfolio
|
Q4 2024
New holding
|