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 |
|---|---|---|---|---|---|
|
Net Worth Advisory Group
Sandy, UT |
Oct 17, 2024 Q3 2024 |
586
shares
|
$305,546
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
585
shares
|
$305,024
0.04% of portfolio
|
Q3 2024
Added 8.74%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
584
shares
|
$304,503
0.03% of portfolio
|
Q2 2023
Reduced 2.18%
|
|
|
Mitchell Capital Management CO
|
Nov 12, 2024 Q3 2024 |
582
shares
|
$303,460
0.05% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
582
shares
|
$303,460
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Naviter Wealth, LLC
|
Oct 16, 2024 Q3 2024 |
581
shares
|
$302,939
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Napatree Capital LLC
Westerly, RI |
Nov 12, 2024 Q3 2024 |
581
shares
|
$302,939
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 24, 2024 Q3 2024 |
581
shares
|
$302,939
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Wrapmanager Inc
|
Nov 07, 2024 Q3 2024 |
580
shares
|
$302,417
0.08% of portfolio
|
Q3 2024
Reduced 11.59%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Nov 15, 2024 Q3 2024 |
579
shares
|
$301,896
0.01% of portfolio
|
Q3 2024
Added 2.66%
|
|
|
Vista Wealth Management Group, LLC
|
Jan 27, 2025 Q4 2024 |
576
shares
|
$300,332
0.02% of portfolio
|
Q4 2024
Added 5.69%
|
|
|
Bouchey Financial Group LTD
|
Oct 24, 2024 Q3 2024 |
576
shares
|
$300,332
0.03% of portfolio
|
Q3 2024
Added 2.13%
|
|
|
Strong Box Wealth, LLC
|
Jan 14, 2025 Q4 2024 |
575
shares
|
$299,810
0.13% of portfolio
|
Q1 2024
Reduced 1.71%
|
|
|
Stanley Laman Group, Ltd.
Berwyn, PA |
Jan 29, 2025 Q4 2024 |
571
shares
|
$297,725
0.04% of portfolio
|
Q4 2024
Added 29.77%
|
|
|
Forbes J M & CO LLP
|
Jan 28, 2025 Q4 2024 |
569
shares
|
$296,682
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Paragon Private Wealth Management, LLC
|
Nov 07, 2024 Q3 2024 |
568
shares
|
$296,160
0.15% of portfolio
|
Q3 2024
Added 18.09%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Jan 23, 2025 Q4 2024 |
565
shares
|
$294,596
0.08% of portfolio
|
Q4 2024
Added 0.53%
|
|
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
Feb 16, 2024 Q4 2023 |
565
shares
|
$294,596
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Nov 08, 2024 Q3 2024 |
565
shares
|
$294,596
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Jan 29, 2025 Q4 2024 |
564
shares
|
$294,075
0.18% of portfolio
|
Q4 2024
Added 6.62%
|
|
|
Amg National Trust Bank
|
Nov 07, 2024 Q3 2024 |
563
shares
|
$293,553
0.01% of portfolio
|
Q3 2024
Reduced 13.91%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Jan 21, 2025 Q4 2024 |
562
shares
|
$293,032
0.0% of portfolio
|
Q4 2024
Added 203.78%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Jan 14, 2025 Q4 2024 |
561
shares
|
$292,511
0.04% of portfolio
|
Q3 2023
Closed
|
|
|
Avantax Planning Partners, Inc.
|
Nov 13, 2024 Q3 2024 |
560
shares
|
$291,989
0.01% of portfolio
|
Q3 2024
Added 20.17%
|
|
|
Stegent Equity Advisors, Inc.
Houston, TX |
Oct 18, 2024 Q3 2024 |
557
shares
|
$290,425
0.37% of portfolio
|
Q3 2024
Reduced 14.04%
|