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S&P Global (SPGI) Institutional Ownership

S&P Global logo
$501.70 -3.46 (-0.69%)
As of 01/17/2025 03:59 PM Eastern
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Institutional Ownership Changes (13F Filings) for S&P Global (NYSE:SPGI)

Current
Institutional Ownership
Percentage
87.17%
Number of
Institutional Buyers
(last 12 months)
1100
Total
Institutional Inflows
(last 12 months)
$8.24B
Number of
Institutional Sellers
(last 12 months)
790
Total
Institutional Outflows
(last 12 months)
$6.31B
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SPGI Institutional Buying and Selling by Quarter

S&P Global Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/17/2025New Century Financial Group LLC790$395K0.2%-17.7%0.000%
1/17/2025Trust Co. of Oklahoma2,844$1.42M0.5%+4.2%0.001%
1/17/2025Whalen Wealth Management Inc.1,390$692K0.5%N/A0.000%
1/17/2025Teamwork Financial Advisors LLC7,235$3.60M0.5%+21.3%0.002%
1/17/2025D.B. Root & Company LLC517$257K0.1%-5.0%0.000%
1/17/2025Mutual Advisors LLC1,490$753K0.0%-7.2%0.000%
1/17/2025Riverbridge Partners LLC175,088$87.20M1.2%-3.4%0.056%
1/17/2025Independent Wealth Network Inc.554$276K0.1%+9.9%0.000%
1/17/2025Rothschild & Co Wealth Management UK Ltd1,012,898$504.45M8.9%-19.6%0.326%
1/17/2025Janney Montgomery Scott LLC84,320$41.99M0.1%+0.5%0.027%
1/17/2025Bartlett & CO. Wealth Management LLC118,577$59.06M0.9%-0.2%0.038%
1/17/2025GoalVest Advisory LLC129$64K0.0%-15.7%0.000%
1/17/2025Park Place Capital Corp1,327$661K0.2%-2.6%0.000%
1/17/2025Janney Capital Management LLC16,253$8.10M0.5%-1.2%0.005%
1/17/2025Daymark Wealth Partners LLC2,381$1.19M0.0%-2.8%0.001%
1/17/2025Albion Financial Group UT150$75K0.0%-21.1%0.000%
1/17/2025Sterling Investment Management LLC5,380$2.68M2.1%-1.3%0.002%
1/17/2025Barlow Wealth Partners Inc.2,427$1.21M0.2%-30.7%0.001%
1/17/2025XML Financial LLC779$388K0.0%+7.7%0.000%
1/17/2025Nisa Investment Advisors LLC80,790$40.24M0.2%+0.1%0.026%
1/17/2025Simon Quick Advisors LLC2,036$1.01M0.1%+6.8%0.001%
1/17/2025Red Spruce Capital LLC1,586$790K0.4%-9.2%0.001%
1/17/2025Bourgeon Capital Management LLC1,734$864K0.2%N/A0.001%
1/17/2025Mirabaud & Cie SA5,874$2.93M0.9%-5.1%0.002%
1/17/2025Atomi Financial Group Inc.1,615$804K0.0%+35.1%0.001%
1/17/2025Transform Wealth LLC3,690$1.84M0.1%+3.1%0.001%
1/17/2025Chesley Taft & Associates LLC11,820$5.89M0.3%-0.3%0.004%
1/17/2025Clear Harbor Asset Management LLC12,849$6.40M0.5%+0.7%0.004%
1/17/2025Segment Wealth Management LLC89,487$44.57M3.0%-5.2%0.029%
1/17/2025Perpetual Ltd158,826$79.10M0.9%+4.3%0.051%
1/16/2025Lmcg Investments LLC20,725$10.32M0.6%-6.0%0.007%
1/16/2025Solidarity Wealth LLC4,026$2.01M0.5%-2.4%0.001%
1/16/2025Aspiriant LLC490$244K0.0%+24.4%0.000%
1/16/2025Crossmark Global Holdings Inc.23,159$11.53M0.2%+10.7%0.007%
1/16/2025Reliant Investment Management LLC10,466$5.21M2.3%+2.2%0.003%
1/16/2025Ballentine Partners LLC6,710$3.34M0.1%-0.3%0.002%
1/16/2025Addenda Capital Inc.13,049$6.50M0.3%N/A0.004%
1/16/2025Central Bank & Trust Co.19,613$9.77M1.5%-11.1%0.006%
1/16/2025Mountain Pacific Investment Advisers LLC16,819$8.38M0.6%-3.5%0.005%
1/16/2025Harbor Investment Advisory LLC2,062$1.03M0.1%+71.3%0.001%
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1/16/2025MassMutual Private Wealth & Trust FSB13,942$6.94M0.2%-2.1%0.004%
1/16/2025UMB Bank n.a.7,834$3.90M0.1%+1.9%0.003%
1/16/2025Thrive Wealth Management LLC2,934$1.46M0.3%-1.9%0.001%
1/16/2025LVW Advisors LLC3,187$1.59M0.2%+1.4%0.001%
1/16/2025Smart Money Group LLC1,434$714K0.2%+5.4%0.000%
1/16/2025City Holding Co.2,375$1.18M0.2%+1.1%0.001%
1/16/2025Grove Bank & Trust827$412K0.1%+13.8%0.000%
1/16/2025My Legacy Advisors LLC1,529$759K0.3%+1.7%0.000%
1/16/2025Liberty One Investment Management LLC610$304K0.0%+13.6%0.000%
1/16/2025SeaTown Holdings Pte. Ltd.19,690$9.81M6.7%-15.8%0.006%
1/16/2025Romano Brothers AND Company607$302K0.0%-4.9%0.000%
1/16/2025McElhenny Sheffield Capital Management LLC1,092$544K0.2%N/A0.000%
1/16/2025Clarius Group LLC2,440$1.22M0.1%-2.3%0.001%
1/15/2025 Aaron Wealth Advisors LLC3,221$1.60M0.2%+1.4%0.001%
1/15/2025 BNC Wealth Management LLC8,636$4.30M1.4%+10.8%0.003%
1/15/2025 Bowman & Co S.C.2,600$1.30M0.7%+13.1%0.001%
1/15/2025 Moss Adams Wealth Advisors LLC895$446K0.0%+9.4%0.000%
1/15/2025 Smith Salley Wealth Management37,079$18.47M1.2%+0.6%0.012%
1/15/2025 Raub Brock Capital Management LP37,311$18.58M3.9%+0.1%0.012%
1/15/2025 Ameritas Advisory Services LLC1,056$526K0.0%+96.6%0.000%
1/15/2025 HB Wealth Management LLC7,542$3.76M0.0%+22.6%0.002%
1/15/2025 Financial & Tax Architects LLC13,989$6.97M1.8%+4.2%0.005%
1/15/2025 Trust Co. of Vermont6,029$3.00M0.1%-3.8%0.002%
1/15/2025 Canoe Financial LP76,184$37.94M0.5%+6.0%0.025%
1/15/2025 Arthur M. Cohen & Associates LLC787$392K0.1%-66.4%0.000%
1/15/2025 Brooklyn Investment Group2,557$1.27M0.4%+3.0%0.001%
1/15/2025 Whitener Capital Management Inc.4,450$2.22M0.6%-1.1%0.001%
1/15/2025 Carderock Capital Management Inc.19,771$9.85M2.5%-0.8%0.006%
1/15/2025 Professional Advisory Services Inc.28,690$14.29M2.0%-0.5%0.009%
1/15/2025 Merit Financial Group LLC20,070$10.00M0.2%+11.0%0.006%
1/15/2025 Wedge Capital Management L L P NC532$265K0.0%+4.5%0.000%
1/15/2025 First National Bank of Mount Dora Trust Investment Services12,955$6.45M1.5%-1.2%0.004%
1/15/2025 Chemistry Wealth Management LLC4,766$2.37M0.6%+4.1%0.002%
1/15/2025 Relyea Zuckerberg Hanson LLC1,670$832K0.1%+4.8%0.001%
1/15/2025 CNB Bank960$478K0.2%-3.9%0.000%
1/15/2025 Wealthcare Advisory Partners LLC706$351K0.0%-3.4%0.000%
1/15/2025 Avanza Fonder AB22,918$11.41M0.3%N/A0.007%
1/15/2025 Procyon Advisors LLC3,166$1.58M0.1%+8.2%0.001%
1/15/2025 Tompkins Financial Corp405$202K0.0%+44.6%0.000%
1/15/2025 Woodstock Corp1,350$672K0.1%-5.6%0.000%
1/15/2025 Goldstone Financial Group LLC561$279K0.0%+10.0%0.000%
1/15/2025 Empirical Asset Management LLC6,755$3.36M0.1%N/A0.002%
1/15/2025 Cvfg LLC2,266$1.13M1.0%N/A0.001%
1/15/2025 Certified Advisory Corp6,314$3.15M0.3%-0.4%0.002%
1/15/2025 Ritholtz Wealth Management7,685$3.83M0.1%+2.6%0.002%
1/15/2025 Legacy Wealth Asset Management LLC1,600$797K0.2%-2.3%0.001%
1/15/2025 Gateway Investment Advisers LLC21,948$10.93M0.1%-0.7%0.007%
1/15/2025 West Coast Financial LLC17,452$8.69M1.0%+0.5%0.006%
1/15/2025 Dixon Mitchell Investment Counsel Inc.16,081$8.01M0.4%-0.8%0.005%
1/15/2025 Hennion & Walsh Asset Management Inc.14,796$7.37M0.3%-1.5%0.005%
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1/14/2025 Heritage Family Offices LLP1,112$554K0.3%+6.0%0.000%
1/14/2025 Flywheel Private Wealth LLC440$219K0.2%N/A0.000%
1/14/2025 Brady Family Wealth LLC7,213$3.59M1.1%-4.7%0.002%
1/14/2025 RMR Wealth Builders3,060$1.52M0.2%+6.6%0.001%
1/14/2025 USA Financial Formulas362$180K0.0%N/A0.000%
1/14/2025 ERn Financial LLC1,766$879K0.1%+3.6%0.001%
1/14/2025 BluePath Capital Management LLC806$389K0.2%-4.7%0.000%
1/14/2025 Armstrong Advisory Group Inc.65$32K0.0%-42.0%0.000%
1/14/2025 Rockingstone Advisors LLC6,737$3.36M1.5%-12.4%0.002%
1/14/2025 Campbell Newman Asset Management Inc.22,841$11.38M0.9%-6.0%0.007%
(Data available from 1/1/2016 forward)

SPGI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SPGI shares?

During the previous two years, 1,916 institutional investors and hedge funds held shares of S&P Global. The most heavily invested institutionals were Vanguard Group Inc. ($12.24B), BlackRock Inc. ($9.95B), State Street Corp ($7.22B), Wellington Management Group LLP ($4.58B), TCI Fund Management Ltd. ($3.98B), Geode Capital Management LLC ($3.33B), and FMR LLC ($3.08B).Learn more on SPGI's institutional investors.

What percentage of S&P Global stock is owned by institutional investors?

87.17% of S&P Global stock is owned by institutional investors. Learn more on SPGI's institutional investor holdings.

Which institutional investors have been buying S&P Global stock?

Of the 1,617 institutional investors that purchased S&P Global stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bank Julius Baer & Co. Ltd Zurich ($635.39M), Norges Bank ($3.75M), Okabena Investment Services Inc. ($1.69M), Sustainable Growth Advisers LP ($1.41M), Newport Trust Co ($1.20M), Mackenzie Financial Corp ($1.19M), and Wellington Management Group LLP ($1.17M).

How much institutional buying is happening at S&P Global?

Institutional investors have bought a total of 679,049,045 shares in the last 24 months. This purchase volume represents approximately $272.20B in transactions.

Which S&P Global major shareholders have been selling company stock?

Of the 1,176 institutional investors that sold S&P Global stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: OFI Invest Asset Management ($9.69M), Jennison Associates LLC ($2.54M), Clearbridge Investments LLC ($1.09M), The Manufacturers Life Insurance Company ($1.04M), BlackRock Inc. ($936.63K), Principal Financial Group Inc. ($935.66K), and Capital World Investors ($919.53K).

How much institutional selling is happening at S&P Global?

Institutional investors have sold a total of 44,912,055 shares in the last 24 months. This volume of shares sold represents approximately $17.92B in transactions.


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This page (NYSE:SPGI) was last updated on 1/20/2025 by MarketBeat.com Staff
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