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 |
|---|---|---|---|---|---|
|
Security National Bank
|
Oct 07, 2024 Q3 2024 |
335
shares
|
$174,672
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Oakworth Capital, Inc.
|
Jan 27, 2025 Q4 2024 |
335
shares
|
$174,672
0.01% of portfolio
|
Q4 2024
Added 81.08%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jan 23, 2025 Q4 2024 |
335
shares
|
$174,672
0.03% of portfolio
|
Q1 2024
Added 118.95%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
326
shares
|
$169,979
0.01% of portfolio
|
Q4 2024
Reduced 2.98%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
325
shares
|
$169,458
0.01% of portfolio
|
Q3 2023
Reduced 78.8%
|
|
|
Alpha Paradigm Partners, LLC
Chicago, IL |
Feb 13, 2023 Q4 2022 |
315
shares
|
$164,244
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Goldstream Capital Management LTD
|
Nov 14, 2024 Q3 2024 |
309
shares
|
$161,115
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
301
shares
|
$156,944
0.05% of portfolio
|
Q4 2024
Reduced 5.64%
|
|
|
High Mark Wealth Management LLC
|
Jan 31, 2025 Q4 2024 |
300
shares
|
$156,423
0.09% of portfolio
|
Q2 2023
Reduced 17.36%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 25, 2024 Q3 2024 |
300
shares
|
$156,423
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
300
shares
|
$156,423
0.04% of portfolio
|
Q2 2024
Reduced 14.29%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
288
shares
|
$150,166
0.0% of portfolio
|
Q3 2024
Added 37.8%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Jan 30, 2025 Q4 2024 |
285
shares
|
$148,601
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
281
shares
|
$146,516
0.02% of portfolio
|
Q3 2024
Added 14.23%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
281
shares
|
$146,516
0.06% of portfolio
|
Q3 2023
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 14, 2024 Q3 2024 |
280
shares
|
$145,994
0.04% of portfolio
|
Q3 2024
Reduced 38.6%
|
|
|
Webster Bank, N. A.
|
Jan 22, 2025 Q4 2024 |
274
shares
|
$142,866
0.01% of portfolio
|
Q1 2024
Added 9.6%
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
263
shares
|
$137,130
0.03% of portfolio
|
Q4 2024
Added 10.04%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jan 10, 2025 Q4 2024 |
263
shares
|
$137,130
0.11% of portfolio
|
Q4 2024
Reduced 0.38%
|
|
|
Newfound Research LLC
|
Oct 13, 2022 Q3 2022 |
256
shares
|
$133,480
0.19% of portfolio
|
Q3 2022
Reduced 11.42%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
256
shares
|
$133,480
0.11% of portfolio
|
Q3 2024
Reduced 89.81%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
252
shares
|
$131,395
0.03% of portfolio
|
Q4 2024
Reduced 0.79%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Jan 24, 2025 Q4 2024 |
245
shares
|
$127,745
0.02% of portfolio
|
Q4 2024
Added 2.94%
|
|
|
Boyd Watterson Asset Management LLC
|
Oct 22, 2024 Q3 2024 |
233
shares
|
$121,488
0.03% of portfolio
|
Q3 2024
Reduced 14.96%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
232
shares
|
$120,967
0.01% of portfolio
|
Q4 2024
New holding
|