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 2,117 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 $135 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
27
shares
|
$13,795
0.0% of portfolio
|
Q3 2024
Added 17.39%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
26
shares
|
$13,284
0.0% of portfolio
|
Q3 2023
Added 160.0%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Nov 14, 2024 Q3 2024 |
26
shares
|
$13,284
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
25
shares
|
$12,774
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
25
shares
|
$12,774
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Fwl Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
25
shares
|
$12,774
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2024 Q3 2024 |
24
shares
|
$12,263
0.0% of portfolio
|
Q2 2023
Added 308.33%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 13, 2024 Q3 2024 |
23
shares
|
$11,752
0.01% of portfolio
|
Q3 2024
Added 76.92%
|
|
|
Cedar Mountain Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
22
shares
|
$11,241
0.0% of portfolio
|
Q4 2024
Reduced 15.38%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jan 14, 2025 Q4 2024 |
22
shares
|
$11,241
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Nov 12, 2024 Q3 2024 |
21
shares
|
$10,730
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Oct 18, 2024 Q3 2024 |
21
shares
|
$10,730
0.0% of portfolio
|
Q3 2024
Reduced 38.24%
|
|
|
Gables Capital Management Inc.
|
Oct 24, 2024 Q3 2024 |
18
shares
|
$9,197
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
18
shares
|
$9,197
0.0% of portfolio
|
Q3 2024
Added 5.88%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Oct 22, 2024 Q3 2024 |
17
shares
|
$8,686
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
16
shares
|
$8,175
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
First Premier Bank
|
Jan 17, 2025 Q4 2024 |
14
shares
|
$7,153
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 13, 2024 Q3 2024 |
14
shares
|
$7,153
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Oct 31, 2024 Q3 2024 |
14
shares
|
$7,153
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
13
shares
|
$6,642
0.0% of portfolio
|
Q1 2024
Reduced 35.0%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 10, 2025 Q4 2024 |
13
shares
|
$6,642
0.0% of portfolio
|
Q4 2024
Reduced 7.14%
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
12
shares
|
$6,131
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Jnba Financial Advisors
|
Oct 30, 2024 Q3 2024 |
12
shares
|
$6,131
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2024 Q3 2024 |
12
shares
|
$6,131
0.0% of portfolio
|
Q1 2023
Added 200.0%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Oct 16, 2024 Q3 2024 |
12
shares
|
$6,131
0.0% of portfolio
|
Q4 2022
New holding
|