Skip to content
Disclosery

SPGI S&P GLOBAL INC

Follow

COM (common), issuer CIK 64040

2,004 managers (2,046 13F filers) reported a position in SPGI shares at 2024-12-31, 269,599,985 shares in all. 112 filers opened a position and 115 filers sold out during the quarter.

Managers
2,004
13F filers
2,046
New
112
Added
724
Reduced
751
Sold out
115
Shares held by filers
269,599,985

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Realta Investment Advisors1,452$726K0.3%-35013F-HRTimeline
CoreFirst Bank & Trust1,455$725K0.43%-3513F-HRTimeline
New Hampshire Trust1,448$721K0.15%-113F-HRTimeline
One Wealth Advisors, LLC1,441$718K0.11%013F-HRTimeline
First Affirmative Financial Network1,441$718K0.41%-3813F-HRTimeline
Smart Money Group LLC1,434$714K0.25%+7413F-HRTimeline
Quotient Wealth Partners, LLC1,430$712K0.02%+2313F-HRTimeline
Chicago Partners Investment Group LLC1,435$712K0.02%+9013F-HRTimeline
Rossby Financial, LCC1,428$711K0.45%13F-HRTimeline
Sigma Planning Corp1,428$711K0.02%+16013F-HRTimeline
NAVELLIER & ASSOCIATES INC1,426$710K0.09%013F-HRTimeline
ICONIQ Capital, LLCin group ICONIQ Capital, LLC1,425$710K0.01%+60913F-HRTimelineGroup
Cynosure Group, LLC1,421$708K0.11%-17713F-HRTimeline
BSW Wealth Partners1,420$707K0.1%+8813F-HRTimeline
Global Retirement Partners, LLC1,413$704K0.02%+18913F-HRTimeline
J. W. Coons Advisors, LLC1,412$703K0.18%013F-HRTimeline
Ninepoint Partners LP1,406$700K0.11%013F-HRTimeline
EVERETT HARRIS & CO /CA/1,397$696K0.01%+5213F-HRTimeline
RiverPark Advisors, LLCin group RiverPark Advisors, LLC1,395$695K0.56%013F-HRTimelineGroup
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…1,395$695K0.03%-2113F-HRTimelineGroup
Beacon Bridge Wealth Partners, LLC1,393$694K0.29%+25113F-HRTimeline
Whalen Wealth Management Inc.1,390$692K0.48%new13F-HRTimeline
Richard W. Paul & Associates, LLC1,380$687K0.25%+3513F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC1,374$684K0.06%013F-HRTimeline
Caldwell Trust Co1,370$682K0.07%+8613F-HRTimeline
Verdence Capital Advisors LLC1,370$682K0.05%-3913F-HRTimeline
Buttonwood Financial Advisors Inc.1,368$681K0.3%-2113F-HRTimeline
WOODSTOCK CORP1,350$672K0.06%-8013F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV1,349$672K0.25%013F-HRTimeline
Kendall Capital Management1,344$669K0.2%-5613F-HRTimeline
CERTUITY, LLC1,344$669K0.07%+10713F-HRTimeline
Park Place Capital Corp1,327$661K0.19%-3513F-HRTimeline
Ameliora Wealth Management Ltd.1,326$660K0.25%013F-HRTimeline
Sovereign Investment Advisors, LLC1,325$660K0.2%new13F-HRTimeline
PAX Financial Group, LLC1,322$658K0.12%-8813F-HRTimeline
Legacy Financial Advisors, Inc.1,314$655K0.11%+7913F-HRTimeline
ORRSTOWN FINANCIAL SERVICES INC1,309$652K0.17%013F-HRTimeline
Mesirow Financial Investment Management…1,307$651K0.01%-4413F-HRTimeline
Mayflower Financial Advisors, LLC1,304$650K0.1%+32913F-HRTimeline
SFM, LLC d/b/a Sweeney Financial Adviso…1,301$648K0.46%+2613F-HRTimeline
Royal Capital Wealth Management, LLC1,300$647K0.45%013F-HRTimeline
Bank of Marin1,299$647K0.51%-3013F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC1,294$645K0.02%-1913F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…1,289$642K0.32%+24113F-HRTimelineGroup
ASAHI LIFE ASSET MANAGEMENT CO., LTD.1,288$641K0.39%+59513F-HRTimeline
Headlands Technologies LLC1,279$637K0.06%-3,42013F-HRTimeline
Mattern Wealth Management LLC1,274$634K0.14%-14813F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC1,273$634K0.12%+5013F-HRTimeline
Signet Investment Advisory Group, Inc.1,271$633K0.32%013F-HRTimeline
Nicholas Hoffman & Company, LLC.1,271$633K0.03%-1313F-HR/ATimelineThe filing omitted confidential holdings, a later amendment may add them.
Balboa Wealth Partners1,269$632K0.14%-18713F-HRTimeline
HUB Investment Partners, LLC1,266$631K0.03%+16213F-HRTimeline
Circle Wealth Management, LLC1,260$628K0.01%+1713F-HRTimeline
Miller Financial Services LLC1,260$628K0.53%13F-HRTimeline
WESBANCO BANK INC1,258$627K0.02%+313F-HRTimeline
Aprio Wealth Management, LLC1,257$626K0.09%+20413F-HRTimeline
Heritage Trust Co1,252$624K0.07%13F-HRTimeline
STOCK YARDS BANK & TRUST CO1,251$623K0.02%-7,93613F-HRTimeline
111 Capital1,244$620K0.13%13F-HRTimeline
Proficio Capital Partners LLC1,244$619K0.05%+37313F-HR/ATimeline
GSA CAPITAL PARTNERS LLP1,243$619K0.05%-81713F-HRTimeline
SMITH SHELLNUT WILSON LLC /ADV1,241$618K0.27%+13613F-HRTimeline
COUNTRY CLUB BANK1,238$617K0.04%013F-HRTimeline
Principle Wealth Partners LLC1,237$616K0.04%013F-HRTimeline
Wambolt & Associates, LLC1,236$616K0.2%013F-HRTimeline
Kathmere Capital Management, LLC1,233$614K0.06%+9113F-HRTimeline
Joule Financial, LLC1,233$614K0.22%+713F-HRTimeline
L2 Asset Management, LLC1,231$613K0.13%-3913F-HRTimeline
Heritage Wealth Management, Inc./Texas1,214$605K0.36%-5013F-HRTimeline
Generali Investments, Management Co LLC1,212$604K0.16%13F-HRTimeline
ICW Investment Advisors LLC1,209$602K0.25%+7513F-HRTimeline
Catalyst Funds Management Pty Ltd1,200$598K0.15%013F-HRTimeline
Blueshift Asset Management, LLC1,199$597K0.22%new13F-HRTimeline
Trueblood Wealth Management, LLC1,197$596K0.29%+1613F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC1,180$588K0.01%-3113F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC1,173$584K0.01%-11713F-HRTimeline
Paulson Wealth Management Inc.1,172$584K0.16%+2713F-HRTimeline
LITTLE HOUSE CAPITAL LLC1,171$583K0.17%013F-HRTimeline
Bullock Wealth Management Group1,162$579K0.34%-6713F-HRTimeline
TILIA FIDUCIARY PARTNERS, INC.1,156$576K0.39%-1713F-HRTimeline
United Community Bankin group United Community Bank1,156$576K0.22%013F-HRTimelineGroup
Modera Wealth Management, LLC1,152$574K0.01%+18713F-HRTimeline
Welch & Forbes LLC1,149$572K0.01%+3213F-HRTimeline
TWINBEECH CAPITAL LP1,141$568K0.01%-50,51013F-HRTimeline
Gen-Wealth Partners Inc1,138$567K0.24%+3813F-HRTimeline
Wallace Advisory Group, LLC1,095$566K0.39%-4413F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,129$562K0.03%+48113F-HRTimelineGroup
DIVIDEND ASSETS CAPITAL, LLC1,118$557K0.11%013F-HRTimeline
Summit Global Investmentsin group Summit Global Investments1,114$555K0.03%+35413F-HRTimelineGroup
Heritage Family Offices, LLP1,112$554K0.28%+6313F-HRTimeline
SeaCrest Wealth Management, LLC1,109$552K0.06%+6913F-HRTimeline
DIVERSIFIED TRUST CO1,108$552K0.01%-58113F-HRTimeline
Callan Capital, LLC1,107$551K0.04%-7813F-HRTimeline
Capital A Wealth Management, LLC1,105$550K0.91%13F-HRTimeline
Park Edge Advisors, LLC1,102$549K0.16%new13F-HRTimeline
FLOW TRADERS U.S. LLC1,094$545K0.02%new13F-HRTimeline
McElhenny Sheffield Capital Management,…1,092$544K0.18%new13F-HRTimeline
CoreCap Advisors, LLC1,091$544K0.02%+5813F-HRTimeline
Shulman DeMeo Asset Management LLC1,089$542K0.15%+113F-HRTimeline
Elgethun Capital Management1,083$540K0.13%013F-HRTimeline
1776 Wealth LLC1,082$539K0.25%013F-HRTimeline
WR Wealth Planners, LLC1,082$539K0.17%+413F-HRTimeline
Amica Retiree Medical Trust1,079$537K0.51%-9413F-HRTimeline
Cornell Pochily Investment Advisors, In…1,077$537K0.19%new13F-HRTimeline
Quent Capital, LLC1,072$534K0.06%+813F-HRTimeline
HARRIS ASSOCIATES L P1,071$533K<0.01%-3313F-HRTimeline
Atlas Legacy Advisors, LLC1,068$532K0.13%13F-HRTimeline
Cable Hill Partners, LLC1,067$531K0.05%-3813F-HRTimeline
Interchange Capital Partners, LLC1,066$531K0.19%-1413F-HRTimeline
Global X Japan Co., Ltd.1,055$525K0.07%+17913F-HRTimeline
Accel Wealth Management1,050$523K0.2%+113F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCgroup of 2 filers holding1,050$523K+106Timeline
Nilsine Partners, LLC1,041$518K0.06%+4813F-HRTimeline
Fulton Bank, N.A.1,040$518K0.02%-9113F-HRTimeline
Winthrop Capital Management, LLC1,039$517K0.14%+8413F-HRTimeline
Alta Advisers Ltdin group Alta Advisers Ltd1,037$516K0.33%+13713F-HRTimelineGroup
Regent Peak Wealth Advisors LLC1,036$516K0.12%+1813F-HR/ATimeline
Parkside Financial Bank & Trust1,034$515K0.07%+2013F-HRTimeline
Applied Capital LLC/FL1,032$514K0.4%013F-HRTimeline
Elm3 Financial Group, LLC1,030$513K0.44%13F-HRTimeline
W1M Investment Management Ltd1,028$513K0.01%-1,17013F-HRTimeline
Pinnacle Wealth Management Advisory Gro…1,028$512K0.05%-1213F-HRTimeline
FIRST NATIONAL BANK & TRUST CO OF NEWTO…1,028$512K0.11%013F-HRTimeline
ROSENBLUM SILVERMAN SUTTON S F INC /CA1,024$510K0.13%013F-HRTimeline
Ayrshire Capital Management LLC1,023$509K0.25%013F-HRTimeline
Signal Advisors Wealth, LLC1,022$509K0.06%+1813F-HRTimeline
NWAM LLC1,017$507K0.03%-3213F-HRTimeline
WMS Partners, LLC1,017$506K0.03%+23313F-HRTimeline
Provenance Wealth Advisors, LLC1,014$505K0.07%013F-HRTimeline
GC Wealth Management RIA, LLC1,009$503K0.09%-10213F-HRTimeline
CRUX WEALTH ADVISORS1,008$502K0.28%13F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…1,007$501K0.1%+16513F-HRTimelineGroup
Integrated Advisors Network LLC1,007$501K0.02%-613F-HRTimeline
LWM Advisory Services, LLC1,004$500K0.35%-1413F-HRTimeline
Carnegie Investment Counsel1,000$498K0.01%013F-HRTimeline
HEADINVEST, LLC997$497K0.09%013F-HRTimeline
Evelyn Partners Investment Management (…997$497K0.18%13F-HRTimeline
Embree Financial Group995$495K0.08%+113F-HRTimeline
West Family Investments, Inc.993$495K0.17%-16313F-HRTimeline
MERITAGE PORTFOLIO MANAGEMENT989$493K0.03%013F-HRTimeline
Cromwell Holdings LLC987$492K0.28%013F-HRTimeline
NORDEN GROUP LLC987$491K0.06%-2613F-HRTimeline
Fosun International Ltd985$491K0.15%-2,37513F-HRTimeline
Plotkin Financial Advisors, LLC984$490K0.29%013F-HRTimeline
WEST MICHIGAN ADVISORS, LLC979$488K0.15%+113F-HRTimeline
First Interstate Bank975$486K0.03%-1413F-HRTimeline
Global Financial Private Client, LLC975$486K0.18%-2413F-HRTimeline
Red Door Wealth Management, LLC969$483K0.07%013F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.969$482K0.34%+1913F-HRTimeline
Gilbert & Cook, Inc.965$481K0.07%-2313F-HRTimeline
TFB Advisors LLC965$481K0.14%-313F-HRTimeline
Compound Global Advisors, LLC961$479K1.95%13F-HRTimeline
CNB Bank960$478K0.22%-3913F-HRTimeline
Sunbelt Securities, Inc.959$478K0.04%-12213F-HRTimeline
Prestige Wealth Management Group LLC958$477K0.1%+3013F-HR/ATimeline
Cornerstone Wealth Advisors, Inc.955$476K0.13%013F-HRTimeline
Centerpoint Advisors, LLC952$474K0.17%-8313F-HRTimeline
LEVIN CAPITAL STRATEGIES, L.P.951$474K0.05%new13F-HRTimeline
Community Bank, N.A.951$474K0.06%-3013F-HRTimeline
Pinion Investment Advisors, LLC943$470K0.19%-2413F-HRTimeline
EMERALD ADVISERS, LLCin group EMERALD ADVISERS, LLC941$469K0.02%+913F-HRTimelineGroup
Riverwater Partners LLC937$467K0.23%+213F-HRTimeline
Petros Family Wealth, LLC934$465K0.5%13F-HRTimeline
Fiduciary Group, LLC929$463K0.05%013F-HRTimeline
DUDLEY CAPITAL MANAGEMENT, LLC926$461K0.24%+11813F-HRTimeline
Tenon Financial LLC928$460K0.3%013F-HRTimeline
Sivia Capital Partners, LLC922$459K0.23%+1113F-HRTimeline
Blackston Financial Advisory Group, LLC921$459K0.23%+6513F-HRTimeline
Alpha Family Trustin group Alpha Family Trust920$458K0.26%013F-HRTimelineGroup
S.E.E.D. Planning Group LLC919$458K0.15%new13F-HRTimeline
Howard Capital Management Group, LLC911$454K0.03%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.869$453K0.02%-40113F-HRTimelineGroup
LM Advisors LLC905$451K0.08%013F-HR/ATimeline
Cornerstone Wealth Management, LLC905$450K0.03%-1813F-HRTimeline
MITCHELL SINKLER & STARR/PA897$447K0.12%013F-HRTimeline
Moss Adams Wealth Advisors LLC895$446K0.05%+7713F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…897$444K0.04%-466,12713F-HRTimeline
Olde Wealth Management, LLC891$443K0.16%013F-HRTimeline
Argyle Capital Partners, LLC889$443K0.38%13F-HRTimeline
Private Portfolio Partners LLC885$441K0.08%013F-HRTimeline
Strategic Blueprint, LLC881$439K0.03%-713F-HRTimeline
Houlihan Financial Resource Group, Ltd.879$438K0.19%013F-HRTimeline
JACKSON SQUARE CAPITAL, LLC878$437K0.11%013F-HRTimeline
FDx Advisors, Inc.876$436K0.13%-1213F-HRTimeline
Azimuth Capital Investment Management L…875$436K0.02%013F-HRTimeline
Great Diamond Partners, LLC872$434K0.11%-213F-HRTimeline
Portside Wealth Group, LLC863$430K0.07%+1013F-HR/ATimeline
SUMMITRY LLC857$427K0.02%-813F-HRTimeline
AGH Wealth Advisors, LLC853$425K0.39%13F-HRTimeline
Matthew Goff Investment Advisor, LLC849$423K0.08%+1313F-HRTimeline
CYBER HORNET ETFs LLC848$422K0.41%+813F-HRTimeline
TAURUS ASSET MANAGEMENT, LLC846$421K0.04%013F-HRTimeline
ORG Partners LLC844$421K0.06%+17713F-HRTimeline
Convergence Financial, LLC842$419K0.08%-3713F-HRTimeline
NATURAL INVESTMENTS, LLC842$419K0.12%13F-HRTimeline
Capital Advisors, Ltd. LLC840$419K0.05%+213F-HRTimeline
Capital Asset Advisory Services LLC838$419K0.02%+2913F-HRTimeline
Hartford Funds Management Co LLC835$416K0.04%+6913F-HRTimeline
Scientech Research LLC833$415K0.12%new13F-HRTimeline
Linscomb Wealth, Inc.831$414K0.02%-513F-HRTimeline