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 |
|---|---|---|---|---|---|
|
Richardson Financial Services Inc.
Medway, MA |
Jan 24, 2025 Q4 2024 |
969
shares
|
$503,056
0.34% of portfolio
|
Q4 2024
Added 2.0%
|
|
|
Gilbert & Cook, Inc.
|
Jan 23, 2025 Q4 2024 |
965
shares
|
$500,979
0.07% of portfolio
|
Q4 2024
Reduced 2.33%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jan 29, 2025 Q4 2024 |
965
shares
|
$500,979
0.14% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
964
shares
|
$500,460
0.32% of portfolio
|
Q3 2023
Reduced 3.02%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
963
shares
|
$499,941
0.02% of portfolio
|
Q3 2022
Added 0.73%
|
|
|
Ws Portfolio Advisory, LLC
Snoqualmie Pass, WA |
Jan 29, 2025 Q4 2024 |
961
shares
|
$498,903
1.95% of portfolio
|
Q4 2024
Reduced 91.15%
|
|
|
Cnb Bank
Clearfield, PA |
Jan 15, 2025 Q4 2024 |
960
shares
|
$498,384
0.22% of portfolio
|
Q4 2024
Reduced 3.9%
|
|
|
Cornerstone Wealth Advisors, Inc.
|
Jan 21, 2025 Q4 2024 |
955
shares
|
$495,788
0.13% of portfolio
|
Q3 2022
Reduced 2.05%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Nov 04, 2024 Q3 2024 |
955
shares
|
$495,788
0.23% of portfolio
|
Q3 2024
Reduced 1.24%
|
|
|
Centerpoint Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
952
shares
|
$494,230
0.17% of portfolio
|
Q4 2024
Reduced 8.02%
|
|
|
Levin Capital Strategies, L.P.
New York, NY |
Feb 05, 2025 Q4 2024 |
951
shares
|
$493,711
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Eschler Asset Management LLP
Cambridge, X0 |
Nov 13, 2024 Q3 2024 |
951
shares
|
$493,711
0.8% of portfolio
|
Q3 2024
Reduced 42.19%
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
949
shares
|
$492,673
0.04% of portfolio
|
Q3 2024
Added 12.31%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Nov 08, 2024 Q3 2024 |
944
shares
|
$490,077
0.3% of portfolio
|
Q3 2024
Reduced 3.87%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Feb 06, 2025 Q4 2024 |
943
shares
|
$489,558
0.2% of portfolio
|
Q4 2024
Reduced 2.48%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
940
shares
|
$488,001
0.05% of portfolio
|
Q3 2024
Added 25.33%
|
|
|
Riverwater Partners LLC
|
Oct 22, 2024 Q3 2024 |
935
shares
|
$485,405
0.27% of portfolio
|
Q2 2024
Added 13.2%
|
|
|
Marietta Investment Partners LLC
Milwaukee, WI |
Nov 12, 2024 Q3 2024 |
935
shares
|
$485,405
0.1% of portfolio
|
Q1 2024
Added 6.49%
|
|
|
Emerald Advisers, LLC
|
Oct 29, 2024 Q3 2024 |
932
shares
|
$483,847
0.02% of portfolio
|
Q3 2024
Reduced 2.31%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Nov 13, 2024 Q3 2024 |
929
shares
|
$482,290
0.05% of portfolio
|
Q3 2024
Reduced 1.69%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 14, 2024 Q3 2024 |
928
shares
|
$481,771
0.1% of portfolio
|
Q3 2024
Reduced 47.12%
|
|
|
Tenon Financial LLC
Metuchen, NJ |
Jan 28, 2025 Q4 2024 |
928
shares
|
$481,771
0.3% of portfolio
|
Q1 2024
New holding
|
|
|
Centiva Capital, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
926
shares
|
$480,732
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
922
shares
|
$478,656
0.06% of portfolio
|
Q3 2024
Reduced 9.87%
|
|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Jan 13, 2025 Q4 2024 |
922
shares
|
$478,656
0.23% of portfolio
|
Q4 2024
Added 1.21%
|