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 |
|---|---|---|---|---|---|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
455
shares
|
$237,241
0.19% of portfolio
|
Q3 2024
Reduced 26.38%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
453
shares
|
$236,198
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Jan 21, 2025 Q4 2024 |
453
shares
|
$236,198
0.08% of portfolio
|
Q2 2024
Reduced 9.94%
|
|
|
Systematic Alpha Investments, LLC
Princeton, NJ |
Nov 13, 2024 Q3 2024 |
452
shares
|
$235,677
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Jan 29, 2025 Q4 2024 |
451
shares
|
$235,155
0.03% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Rock Point Advisors, LLC
Burlington, VT |
Nov 13, 2024 Q3 2024 |
450
shares
|
$234,634
0.06% of portfolio
|
Q3 2024
Reduced 10.0%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
450
shares
|
$234,634
0.08% of portfolio
|
Q3 2024
Added 33.93%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
449
shares
|
$234,113
0.01% of portfolio
|
Q4 2024
Reduced 30.5%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Oct 17, 2024 Q3 2024 |
448
shares
|
$233,591
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
Nov 12, 2024 Q3 2024 |
448
shares
|
$233,591
0.14% of portfolio
|
Q3 2024
Reduced 2.18%
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Jan 17, 2025 Q4 2024 |
447
shares
|
$233,070
0.17% of portfolio
|
Q4 2024
Reduced 1.97%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
447
shares
|
$233,070
0.18% of portfolio
|
Q1 2023
Added 11.75%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
446
shares
|
$232,548
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Longboard Asset Management, LP
Phoenix, AZ |
Jan 24, 2025 Q4 2024 |
445
shares
|
$232,027
0.59% of portfolio
|
Q4 2024
New holding
|
|
|
Moody National Bank Trust Division
|
Jan 13, 2025 Q4 2024 |
444
shares
|
$231,506
0.02% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Cottonwood Capital Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
444
shares
|
$231,506
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
General Partner, Inc.
Pittsburgh, PA |
Jan 03, 2025 Q4 2024 |
443
shares
|
$230,984
0.13% of portfolio
|
Q2 2024
Added 0.45%
|
|
|
Blue Investment Partners LLC
Alamo, CA |
Nov 13, 2024 Q3 2024 |
443
shares
|
$230,984
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jan 27, 2025 Q4 2024 |
442
shares
|
$230,463
0.01% of portfolio
|
Q4 2024
Reduced 0.67%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Nov 14, 2024 Q3 2024 |
441
shares
|
$229,941
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
Oct 29, 2024 Q3 2024 |
441
shares
|
$229,941
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Flywheel Private Wealth LLC
Los Altos, CA |
Jan 14, 2025 Q4 2024 |
440
shares
|
$229,420
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Jan 14, 2025 Q4 2024 |
438
shares
|
$228,377
0.04% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jan 27, 2025 Q4 2024 |
436
shares
|
$227,334
0.06% of portfolio
|
Q4 2024
Reduced 9.92%
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Jan 21, 2025 Q4 2024 |
435
shares
|
$226,813
0.06% of portfolio
|
Q4 2024
Reduced 11.59%
|