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 |
|---|---|---|---|---|---|
|
Aurora Private Wealth, Inc.
|
Jan 22, 2025 Q4 2024 |
500
shares
|
$260,704
0.19% of portfolio
|
Q4 2023
New holding
|
|
|
Lsv Asset Management
Chicago, IL |
Nov 12, 2024 Q3 2024 |
500
shares
|
$260,704
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
Nov 13, 2024 Q3 2024 |
500
shares
|
$260,704
0.06% of portfolio
|
Q3 2024
Reduced 57.26%
|
|
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
Jan 06, 2025 Q4 2024 |
500
shares
|
$260,704
0.1% of portfolio
|
Q3 2024
Reduced 17.36%
|
|
|
Ewa, LLC
Pittsbugh, PA |
Nov 15, 2024 Q3 2024 |
498
shares
|
$259,662
0.09% of portfolio
|
Q3 2024
Added 4.18%
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Jan 22, 2025 Q4 2024 |
498
shares
|
$259,662
0.13% of portfolio
|
Q4 2024
Reduced 0.99%
|
|
|
Montecito Bank & Trust
|
Jan 17, 2025 Q4 2024 |
497
shares
|
$259,140
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
495
shares
|
$258,097
0.08% of portfolio
|
Q3 2024
Reduced 3.7%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Jan 14, 2025 Q4 2024 |
495
shares
|
$258,097
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Delta Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
492
shares
|
$256,533
0.06% of portfolio
|
Q3 2024
Reduced 91.24%
|
|
|
Grant
|
Jan 15, 2025 Q4 2024 |
490
shares
|
$255,490
0.14% of portfolio
|
Q1 2024
Reduced 77.63%
|
|
|
Aspiriant, LLC
|
Jan 16, 2025 Q4 2024 |
490
shares
|
$255,490
0.01% of portfolio
|
Q4 2024
Added 24.37%
|
|
|
Portland Global Advisors LLC
|
Nov 13, 2024 Q3 2024 |
490
shares
|
$255,490
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
487
shares
|
$253,926
0.06% of portfolio
|
Q4 2024
Reduced 15.6%
|
|
|
Hengehold Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
486
shares
|
$253,405
0.02% of portfolio
|
Q4 2024
Reduced 9.5%
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2025 Q4 2024 |
485
shares
|
$252,883
0.17% of portfolio
|
Q4 2024
Added 8.26%
|
|
|
Stephens Investment Management Group LLC
|
Jan 28, 2025 Q4 2024 |
482
shares
|
$251,319
0.0% of portfolio
|
Q3 2024
Reduced 7.13%
|
|
|
Copperwynd Financial, LLC
|
Nov 04, 2024 Q3 2024 |
481
shares
|
$250,798
0.08% of portfolio
|
Q3 2024
Reduced 1.43%
|
|
|
Hyperion Partners, LLC
Berwyn, PA |
Oct 08, 2024 Q3 2024 |
480
shares
|
$250,276
0.16% of portfolio
|
Q3 2024
Reduced 0.83%
|
|
|
Hendershot Investments Inc.
|
Jan 28, 2025 Q4 2024 |
478
shares
|
$249,233
0.03% of portfolio
|
Q4 2024
Added 1.7%
|
|
|
Avidian Wealth Solutions, LLC
|
Jan 29, 2025 Q4 2024 |
477
shares
|
$248,712
0.01% of portfolio
|
Q4 2024
Added 16.06%
|
|
|
West Bancorporation Inc
|
Jan 23, 2025 Q4 2024 |
476
shares
|
$248,191
0.16% of portfolio
|
Q4 2024
Reduced 3.25%
|
|
|
Uma Financial Services, Inc.
|
Oct 16, 2024 Q3 2024 |
476
shares
|
$248,191
0.04% of portfolio
|
Q3 2024
Reduced 13.77%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Oct 24, 2024 Q3 2024 |
476
shares
|
$248,191
0.03% of portfolio
|
Q3 2024
Reduced 1.04%
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
474
shares
|
$247,148
0.02% of portfolio
|
Q3 2024
Reduced 92.84%
|