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 2,139 institutions that hold shares in the stock, with a total of 263 Million shares, which have been reported (via 13F filing form) to have a value of $137 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
Oct 31, 2024 Q3 2024 |
627
shares
|
$326,924
0.05% of portfolio
|
Q3 2024
Reduced 6.42%
|
|
|
Family Wealth Group, LLC
Lexington, KY |
Nov 14, 2024 Q3 2024 |
625
shares
|
$325,881
0.35% of portfolio
|
Q3 2024
Reduced 4.14%
|
|
|
Compass Ion Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
616
shares
|
$321,188
0.04% of portfolio
|
Q3 2024
Added 1.48%
|
|
|
Capital Market Strategies LLC
|
Jan 06, 2025 Q4 2024 |
612
shares
|
$319,102
0.18% of portfolio
|
Q4 2024
Added 0.99%
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Oct 23, 2024 Q3 2024 |
612
shares
|
$319,102
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
610
shares
|
$318,060
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Liberty One Investment Management, LLC
|
Jan 16, 2025 Q4 2024 |
610
shares
|
$318,060
0.03% of portfolio
|
Q4 2024
Added 13.59%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Nov 12, 2024 Q3 2024 |
608
shares
|
$317,017
0.07% of portfolio
|
Q3 2024
Reduced 4.7%
|
|
|
Romano Brothers And Company
Evanston, IL |
Jan 15, 2025 Q4 2024 |
607
shares
|
$316,495
0.04% of portfolio
|
Q4 2024
Reduced 4.86%
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Jan 17, 2025 Q4 2024 |
606
shares
|
$315,974
0.29% of portfolio
|
Q4 2024
Added 2.89%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
604
shares
|
$314,931
0.01% of portfolio
|
Q4 2024
Added 22.27%
|
|
|
Ted Buchan & CO
San Diego, CA |
Nov 01, 2024 Q3 2024 |
604
shares
|
$314,931
0.15% of portfolio
|
Q2 2024
New holding
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
601
shares
|
$313,367
0.14% of portfolio
|
Q4 2023
New holding
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
601
shares
|
$313,367
0.02% of portfolio
|
Q1 2023
Reduced 22.55%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
601
shares
|
$313,367
0.02% of portfolio
|
Q1 2023
Reduced 22.55%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Nov 07, 2024 Q3 2024 |
598
shares
|
$311,803
0.06% of portfolio
|
Q3 2024
Reduced 4.17%
|
|
|
Benchmark Investment Advisors LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
596
shares
|
$310,760
0.22% of portfolio
|
Q3 2024
Reduced 53.55%
|
|
|
Courage Miller Partners, LLC
|
Jan 16, 2025 Q4 2024 |
595
shares
|
$310,238
0.1% of portfolio
|
Q1 2023
New holding
|
|
|
Ml & R Wealth Management LLC
|
May 14, 2024 Q1 2024 |
594
shares
|
$309,717
0.06% of portfolio
|
Q3 2023
Added 0.17%
|
|
|
44 Wealth Management LLC
|
Oct 24, 2024 Q3 2024 |
593
shares
|
$309,196
0.11% of portfolio
|
Q3 2024
Added 1.02%
|
|
|
Spc Financial, Inc.
|
Oct 16, 2024 Q3 2024 |
593
shares
|
$309,196
0.03% of portfolio
|
Q3 2024
Reduced 3.73%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
591
shares
|
$308,153
0.01% of portfolio
|
Q3 2024
Added 11.72%
|
|
|
Marco Investment Management LLC
|
Nov 12, 2024 Q3 2024 |
588
shares
|
$306,589
0.03% of portfolio
|
Q1 2024
Added 17.6%
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
Nov 14, 2024 Q3 2024 |
588
shares
|
$306,589
0.13% of portfolio
|
Q3 2024
Reduced 2.49%
|
|
|
Affinity Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
587
shares
|
$306,067
0.06% of portfolio
|
Q2 2024
Reduced 0.17%
|