Filing Research | SPGI - S&P Global Inc Institutional Holdings

Snapshot holdings

50 / 549 loaded

#		Instrument	quantity
1	Ninety One UK Ltd	Shares	971.3KSH	$395.6M
2	Swedbank AB	Shares	823.0KSH	$335.2M
3	PineStone Asset Management Inc.	Shares	661.2KSH	$269.3M
4	Rathbones Group PLC	Shares	482.7KSH	$196.6M
5	Alecta Tjanstepension Omsesidigt	Shares	483.6KSH	$186.0M
6	COMGEST GLOBAL INVESTORS S.A.S.	Shares	440.0KSH	$179.2M
7	ABN AMRO INVESTMENT SOLUTIONS	Shares	395.2KSH	$160.9M
8	Egerton Capital (UK) LLP	Shares	351.9KSH	$143.3M
9	Quilter Plc	Shares	216.4KSH	$88.1M
10	D.A. DAVIDSON & CO.	Shares	199.0KSH	$81.0M
11	CONFLUENCE INVESTMENT MANAGEMENT LLC	Shares	141.6KSH	$57.7M
12	RIVERBRIDGE PARTNERS LLC	Shares	129.8KSH	$52.9M
13	HM PAYSON & CO	Shares	120.6KSH	$49.1M
14	FENIMORE ASSET MANAGEMENT INC	Shares	120.0KSH	$48.9M
15	Vest Financial, LLC	Shares	116.2KSH	$47.3M
16	Birch Hill Investment Advisors LLC	Shares	102.5KSH	$41.7M
17	HOWLAND CAPITAL MANAGEMENT LLC	Shares	99.5KSH	$40.5M
18	BARTLETT & CO. WEALTH MANAGEMENT LLC	Shares	98.8KSH	$40.2M
19	JIA INVESTMENT ALLIANCE PTE. LTD.	Shares	91.8KSH	$37.4M
20	ASR Vermogensbeheer N.V.	Shares	87.4KSH	$35.6M
21	JOHNSON INVESTMENT COUNSEL INC	Shares	87.2KSH	$35.5M
22	Czech National Bank	Shares	86.3KSH	$35.1M
23	Robeco Institutional Asset Management B.V.	Shares	83.7KSH	$34.1M
24	BENJAMIN EDWARDS INC	Shares	78.5KSH	$32.0M
25	GREENLEAF TRUST	Shares	76.5KSH	$31.1M
26	Union Bancaire Privee, UBP SA	Shares	63.3KSH	$30.0M
27	Fisher Funds Management LTD	Shares	71.6KSH	$29.2M
28	IFM Investors Pty Ltd	Shares	70.7KSH	$28.8M
29	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	70.6KSH	$28.8M
30	Mirae Asset Global Investments Co., Ltd.	Shares	74.3KSH	$28.6M
31	Mediolanum International Funds Ltd	Shares	69.4KSH	$28.4M
32	Ninety One North America, Inc.	Shares	68.0KSH	$27.7M
33	WestEnd Advisors, LLC	Shares	67.4KSH	$27.5M
34	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	67.0KSH	$27.3M
35	LBP AM SA	Shares	65.2KSH	$26.6M
36	PensionDanmark Pensionsforsikringsaktieselskab	Shares	60.2KSH	$24.5M
37	EASTERN BANK	Shares	56.2KSH	$22.9M
38	ROCKLAND TRUST CO	Shares	55.2KSH	$22.5M
39	Segment Wealth Management, LLC	Shares	53.7KSH	$21.9M
40	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	53.1KSH	$21.4M
41	Canoe Financial LP	Shares	48.1KSH	$19.6M
42	QRG CAPITAL MANAGEMENT, INC.	Shares	44.7KSH	$18.2M
43	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	44.3KSH	$18.0M
44	Police & Firemen's Retirement System of New Jersey	Shares	44.2KSH	$18.0M
45	FACTORY MUTUAL INSURANCE CO	Shares	43.6KSH	$17.8M
46	PBU - The Pension Fund of Early Childhood & Youth Educators	Shares	42.2KSH	$17.2M
47	COMMUNITY TRUST & INVESTMENT CO	Shares	40.2KSH	$16.4M
48	MEITAV INVESTMENT HOUSE LTD	Shares	39.3KSH	$16.0M
49	Apollon Wealth Management, LLC	Shares	39.1KSH	$15.9M
50	Smith Salley Wealth Management	Shares	38.9KSH	$15.8M

Scroll to load more

Manager changes2026-06-30 vs 2026-03-31

50 / 624 loaded

#		Instrument
1	Egerton Capital (UK) LLP new	Shares	+351.9K	+$143.3M	$143.3M
2	ABN AMRO INVESTMENT SOLUTIONS added	Shares	+183.7K	+$71.0M	$160.9M
3	PineStone Asset Management Inc. added	Shares	+128.8K	+$42.8M	$269.3M
4	Fisher Funds Management LTD added	Shares	+62.9K	+$25.5M	$29.2M
5	Mediolanum International Funds Ltd added	Shares	+28.4K	+$11.2M	$28.4M
6	United Asset Strategies, Inc. added	Shares	+27.6K	+$11.2M	$12.6M
7	Douglas Lane & Associates, LLC added	Shares	+26.4K	+$10.7M	$11.5M
8	ZWJ INVESTMENT COUNSEL INC new	Shares	+25.9K	+$10.5M	$10.5M
9	BRIGHT ROCK CAPITAL MANAGEMENT, LLC new	Shares	+22.5K	+$9.2M	$9.2M
10	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+22.3K	+$9.0M	$10.5M
11	LBP AM SA added	Shares	+15.7K	+$5.5M	$26.6M
12	Curated Wealth Partners LLC added	Shares	+3.5M	+$5.4M	$5.7M
13	Quilter Plc added	Shares	+20.6K	+$4.9M	$88.1M
14	Milestones Administradora de Recursos Ltda. added	Shares	+9.5K	+$3.7M	$6.4M
15	Ninety One SA (PTY) Ltd added	Shares	+9.6K	+$3.7M	$10.7M
16	Vest Financial, LLC added	Shares	+11.8K	+$2.9M	$47.3M
17	Sava Infond d.o.o. added	Shares	+6.8K	+$2.6M	$5.5M
18	Ayrshire Capital Management LLC added	Shares	+6.5K	+$2.6M	$4.1M
19	Brookstone Capital Management added	Shares	+6.5K	+$2.3M	$10.5M
20	EASTERLY INVESTMENT PARTNERS LLC new	Shares	+5.4K	+$2.2M	$2.2M
21	Pictet North America Advisors SA added	Shares	+6.1K	+$1.9M	$15.2M
22	PFW Advisors LLC added	Shares	+4.3K	+$1.7M	$2.0M
23	PFG Investments, LLC added	Shares	+4.5K	+$1.7M	$4.4M
24	FENIMORE ASSET MANAGEMENT INC added	Shares	+9.0K	+$1.6M	$48.9M
25	Fiduciary Alliance LLC added	Shares	+4.1K	+$1.6M	$3.2M
26	ROCKLAND TRUST CO added	Shares	+5.6K	+$1.4M	$22.5M
27	DAVENPORT & Co LLC added	Shares	+4.7K	+$1.4M	$6.2M
28	PensionDanmark Pensionsforsikringsaktieselskab added	Shares	+5.7K	+$1.3M	$24.5M
29	SECURED RETIREMENT ADVISORS, LLC new	Shares	+3.4K	+$1.3M	$1.3M
30	Trust Asset Management LLC added	Shares	+3.3K	+$1.1M	$2.6M
31	Unique Wealth Strategies, LLC new	Shares	+2.5K	+$1.0M	$1.0M
32	Triad Investment Management added	Shares	+2.2K	+$840.5K	$2.4M
33	IFM Investors Pty Ltd added	Shares	+4.9K	+$822.1K	$28.8M
34	Capricorn Fund Managers Ltd new	Shares	+2.0K	+$814.5K	$814.5K
35	CRUX WEALTH ADVISORS new	Shares	+2.0K	+$805.8K	$805.8K
36	Snider Financial Group added	Shares	+2.2K	+$762.2K	$4.0M
37	YHB Investment Advisors, Inc. added	Shares	+1.9K	+$752.3K	$1.3M
38	Perpetual Ltd added	Shares	+1.8K	+$716.3K	$1.2M
39	Sierra Legacy Group new	Shares	+1.6K	+$665.5K	$665.5K
40	MEITAV INVESTMENT HOUSE LTD added	Shares	+3.1K	+$652.7K	$16.0M
41	Waterway Wealth Management, LLC added	Shares	+1.7K	+$643.8K	$2.2M
42	Intesa Sanpaolo Wealth Management added	Shares	+2.0K	+$604.0K	$5.7M
43	CONFLUENCE INVESTMENT MANAGEMENT LLC added	Shares	+7.3K	+$556.4K	$57.7M
44	RDA Financial Network new	Shares	+1.3K	+$537.7K	$537.7K
45	MATTERN CAPITAL MANAGEMENT, LLC added	Shares	+2.3K	+$536.1K	$9.8M
46	FARMERS & MERCHANTS INVESTMENTS INC added	Shares	+1.8K	+$535.2K	$5.2M
47	Tailwinds Wealth, LLC added	Shares	+1.3K	+$526.6K	$842.3K
48	SPWM Advisors LLC new	Shares	+1.1K	+$516.2K	$516.2K
49	Leelyn Smith, LLC added	Shares	+1.5K	+$461.5K	$3.8M
50	Fideuram Asset Management (Ireland) dac added	Shares	+2.3K	+$439.7K	$6.3M

Scroll to load more