S&P Global Ownership 2024 | Who Owns S&P Global Now?
Institutional Ownership
86.31%
Insider Ownership
0.18%
Retail Ownership
13.51%
Institutional Holders
1.80K
S&P Global Institutional Shareholders
Institutional Shareholders by % of Total Shares
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
VANGUARD GROUP INC | 9.38% | 0.25% | 29,415,802 | 640,131 | 2.22% | 13,119,447,692 | Jun 30, 2024 |
BLACKROCK INC. | 8.22% | 0.26% | 25,771,976 | 1,435,430 | 5.90% | 11,494,301,054 | Jun 30, 2024 |
STATE STREET CORP | 4.49% | 0.27% | 14,078,819 | -8,531 | -0.06% | 6,279,121,011,000 | Jun 30, 2024 |
TCI FUND MANAGEMENT LTD | 3.32% | 11.33% | 10,400,077 | 1,367,466 | 15.14% | 4,638,434,342 | Jun 30, 2024 |
WELLINGTON MANAGEMENT GROUP LLP | 2.73% | 0.68% | 8,575,939 | 1,570,188 | 22.41% | 3,824,868,794 | Jun 30, 2024 |
GEODE CAPITAL MANAGEMENT, LLC | 2.03% | 0.25% | 6,360,628 | 83,327 | 1.33% | 2,827,890,779 | Jun 30, 2024 |
CAPITAL INTERNATIONAL INVESTORS | 1.88% | 0.54% | 5,903,671 | 109,920 | 1.90% | 2,633,056,441 | Jun 30, 2024 |
FMR LLC | 1.78% | 0.16% | 5,595,771 | -256,376 | -4.38% | 2,495,714,228 | Jun 30, 2024 |
MORGAN STANLEY | 1.69% | 0.18% | 5,296,359 | 55,846 | 1.07% | 2,362,177,591 | Jun 30, 2024 |
BANK OF AMERICA CORP /DE/ | 1.57% | 0.19% | 4,935,645 | 130,277 | 2.71% | 2,201,298,028 | Jun 30, 2024 |
NORGES BANK | 1.29% | 0.27% | 4,035,431 | 4,035,431 | 100.00% | 1,799,802,226 | Jun 30, 2024 |
EDGEWOOD MANAGEMENT LLC | 1.27% | 4.82% | 3,984,244 | 288,894 | 7.82% | 1,776,972,824 | Jun 30, 2024 |
INVESCO LTD. | 1.01% | 0.30% | 3,156,645 | 66,376 | 2.15% | 1,407,863,496 | Jun 30, 2024 |
NORTHERN TRUST CORP | 0.92% | 0.22% | 2,886,556 | -24,223 | -0.83% | 1,287,403,976,000 | Jun 30, 2024 |
LEGAL & GENERAL GROUP PLC | 0.90% | 0.28% | 2,826,597 | 29,227 | 1.04% | 1,260,664,587 | Jun 30, 2024 |
UBS ASSET MANAGEMENT AMERICAS INC | 0.86% | 0.34% | 2,685,159 | 688,081 | 34.45% | 1,197,580,914 | Jun 30, 2024 |
GOLDMAN SACHS GROUP INC | 0.86% | 0.20% | 2,682,573 | 317,104 | 13.41% | 1,196,427,755 | Jun 30, 2024 |
WELLS FARGO & COMPANY/MN | 0.84% | 0.28% | 2,621,302 | -16,300 | -0.62% | 1,169,100,480 | Jun 30, 2024 |
AMERIPRISE FINANCIAL INC | 0.80% | 0.30% | 2,516,811 | 298,645 | 13.46% | 1,115,697,136 | Jun 30, 2024 |
PARNASSUS INVESTMENTS, LLC | 0.76% | 2.31% | 2,380,667 | -21,928 | -0.91% | 1,061,777,482 | Jun 30, 2024 |
Institutional Shareholders by % of Total Assets
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
VALLEY FORGE CAPITAL MANAGEMENT, LP | 0.53% | 19.09% | 1,655,561 | - | - | 738,380,206 | Jun 30, 2024 |
ATALAN CAPITAL PARTNERS, LP | 0.13% | 16.84% | 405,000 | -5,000 | -1.22% | 180,630,000 | Jun 30, 2024 |
TOTEM POINT MANAGEMENT, LLC | 0.01% | 13.50% | 20,686 | -6,037 | -22.59% | 9,225,956 | Jun 30, 2024 |
TCI FUND MANAGEMENT LTD | 3.32% | 11.33% | 10,400,077 | 1,367,466 | 15.14% | 4,638,434,342 | Jun 30, 2024 |
ROTHSCHILD & CO WEALTH MANAGEMENT UK LTD | 0.41% | 9.83% | 1,293,564 | -78,391 | -5.71% | 576,929,544 | Jun 30, 2024 |
ROUND HILL ASSET MANAGEMENT | 0.01% | 9.74% | 34,238 | -693 | -1.98% | 15,270,148 | Jun 30, 2024 |
LIONSTONE CAPITAL MANAGEMENT LLC | 0.03% | 9.57% | 84,000 | - | - | 37,464,000 | Jun 30, 2024 |
LAURUS INVESTMENT COUNSEL INC. | 0.01% | 8.80% | 34,880 | - | - | 21,295,577 | Jun 30, 2024 |
UNISPHERE ESTABLISHMENT | 0.54% | 7.63% | 1,700,000 | - | - | 758,200,000 | Jun 30, 2024 |
JACKSON HILL ADVISORS, LLC | 0.01% | 7.34% | 30,000 | - | - | 13,380,000 | Jun 30, 2024 |
FULCRUM ASSET MANAGEMENT LLP | 0.00% | 6.95% | 6,165 | 6,165 | 100.00% | 2,233,450 | Jun 30, 2024 |
COALESCENCE PARTNERS INVESTMENT MANAGEMENT, LP | 0.01% | 6.77% | 18,490 | 18,490 | 100.00% | 8,246,540 | Jun 30, 2024 |
TIKEHAU INVESTMENT MANAGEMENT | 0.01% | 6.60% | 16,718 | 1,012 | 6.44% | 7,456,228 | Jun 30, 2024 |
HUDSON WAY CAPITAL MANAGEMENT LLC | 0.03% | 6.54% | 106,256 | 20,055 | 23.27% | 47,390,176 | Jun 30, 2024 |
CYPRESS FUNDS LLC | 0.03% | 6.32% | 105,613 | -46,579 | -30.61% | 47,103,398 | Jun 30, 2024 |
TYBOURNE CAPITAL MANAGEMENT (HK) LTD | 0.02% | 6.29% | 69,306 | -3,100 | -4.28% | 30,910,476 | Jun 30, 2024 |
BLUEMAR CAPITAL MANAGEMENT, LLC | 0.00% | 6.26% | 6,738 | -1,148 | -14.56% | 3,005,148 | Jun 30, 2024 |
BLS CAPITAL FONDSMAEGLERSELSKAB A/S | 0.15% | 6.16% | 461,696 | -25,915 | -5.31% | 205,916,416 | Jun 30, 2024 |
CANTILLON CAPITAL MANAGEMENT LLC | 0.61% | 5.71% | 1,914,339 | -157,193 | -7.59% | 853,795,194 | Jun 30, 2024 |
DELTA ASSET MANAGEMENT LLC/TN | 0.04% | 5.44% | 134,925 | -1,202 | -0.88% | 60,176,550 | Jun 30, 2024 |
Institutional Buyers
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
NORGES BANK | 1.29% | 0.27% | 4,035,431 | 4,035,431 | 100.00% | 1,799,802,226 | Jun 30, 2024 |
WELLINGTON MANAGEMENT GROUP LLP | 2.73% | 0.68% | 8,575,939 | 1,570,188 | 22.41% | 3,824,868,794 | Jun 30, 2024 |
BLACKROCK INC. | 8.22% | 0.26% | 25,771,976 | 1,435,430 | 5.90% | 11,494,301,054 | Jun 30, 2024 |
TCI FUND MANAGEMENT LTD | 3.32% | 11.33% | 10,400,077 | 1,367,466 | 15.14% | 4,638,434,342 | Jun 30, 2024 |
CAPITAL RESEARCH GLOBAL INVESTORS | 0.51% | 0.16% | 1,605,224 | 1,016,223 | 172.53% | 715,930,009 | Jun 30, 2024 |
UBS ASSET MANAGEMENT AMERICAS INC | 0.86% | 0.34% | 2,685,159 | 688,081 | 34.45% | 1,197,580,914 | Jun 30, 2024 |
VANGUARD GROUP INC | 9.38% | 0.25% | 29,415,802 | 640,131 | 2.22% | 13,119,447,692 | Jun 30, 2024 |
ASSENAGON ASSET MANAGEMENT S.A. | 0.15% | 0.46% | 463,383 | 360,909 | 352.20% | 206,668,818 | Jun 30, 2024 |
GOLDMAN SACHS GROUP INC | 0.86% | 0.20% | 2,682,573 | 317,104 | 13.41% | 1,196,427,755 | Jun 30, 2024 |
AMERIPRISE FINANCIAL INC | 0.80% | 0.30% | 2,516,811 | 298,645 | 13.46% | 1,115,697,136 | Jun 30, 2024 |
EDGEWOOD MANAGEMENT LLC | 1.27% | 4.82% | 3,984,244 | 288,894 | 7.82% | 1,776,972,824 | Jun 30, 2024 |
MANNING & NAPIER ADVISORS LLC | 0.08% | 1.23% | 243,928 | 243,928 | 100.00% | 108,791,888 | Jun 30, 2024 |
COLONY GROUP, LLC | 0.08% | 0.36% | 240,397 | 233,466 | 3368.43% | 107,217,000 | Jun 30, 2024 |
CREDIT AGRICOLE S A | 0.08% | 0.60% | 250,832 | 230,965 | 1162.56% | 111,871,072 | Jun 30, 2024 |
CANADA PENSION PLAN INVESTMENT BOARD | 0.14% | 0.19% | 425,760 | 203,692 | 91.73% | 189,888,960 | Jun 30, 2024 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 0.08% | 0.43% | 261,993 | 177,687 | 210.76% | 116,848,878 | Jun 30, 2024 |
UBS GROUP AG | 0.47% | 0.16% | 1,464,838 | 151,737 | 11.56% | 653,317,748 | Jun 30, 2024 |
JUNTO CAPITAL MANAGEMENT LP | 0.05% | 1.38% | 151,673 | 151,673 | 100.00% | 67,646,158 | Jun 30, 2024 |
BNP PARIBAS ARBITRAGE, SNC | 0.14% | 0.16% | 452,047 | 150,131 | 49.73% | 201,612,962 | Jun 30, 2024 |
POINT72 ASSET MANAGEMENT, L.P. | 0.09% | 0.34% | 287,500 | 144,344 | 100.83% | 128,224,903 | Jun 30, 2024 |
Institutional Sellers
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
CAPITAL WORLD INVESTORS | 0.37% | 0.09% | 1,173,704 | -725,496 | -38.20% | 523,471,984 | Jun 30, 2024 |
QUBE RESEARCH & TECHNOLOGIES LTD | 0.06% | 0.13% | 178,955 | -651,019 | -78.44% | 79,813,930 | Jun 30, 2024 |
JPMORGAN CHASE & CO | 0.51% | 0.06% | 1,596,359 | -619,930 | -27.97% | 711,976,368 | Jun 30, 2024 |
BESSEMER GROUP INC | 0.20% | 0.49% | 627,384 | -415,159 | -39.82% | 279,812,000 | Jun 30, 2024 |
PRINCIPAL FINANCIAL GROUP INC | 0.11% | 0.09% | 350,281 | -385,691 | -52.41% | 156,226,137,000 | Jun 30, 2024 |
THIRD POINT LLC | - | - | - | -335,000 | -100.00% | - | Jun 30, 2024 |
DEUTSCHE BANK AG\ | 0.29% | 0.18% | 908,846 | -334,750 | -26.92% | 405,345,316 | Jun 30, 2024 |
PRICE T ROWE ASSOCIATES INC /MD/ | 0.73% | 0.12% | 2,298,550 | -315,302 | -12.06% | 1,025,154,000 | Jun 30, 2024 |
LAZARD ASSET MANAGEMENT LLC | 0.22% | 0.38% | 683,853 | -291,744 | -29.90% | 304,997,000 | Jun 30, 2024 |
ARTISAN PARTNERS LIMITED PARTNERSHIP | 0.24% | 0.50% | 748,918 | -275,190 | -26.87% | 334,017,428 | Jun 30, 2024 |
FMR LLC | 1.78% | 0.16% | 5,595,771 | -256,376 | -4.38% | 2,495,714,228 | Jun 30, 2024 |
PRUDENTIAL FINANCIAL INC | 0.12% | 0.26% | 389,670 | -218,159 | -35.89% | 173,793,016 | Jun 30, 2024 |
BANK OF MONTREAL /CAN/ | 0.27% | 0.11% | 838,368 | -193,736 | -18.77% | 376,510,988 | Jun 30, 2024 |
ORIBEL CAPITAL MANAGEMENT, LP | 0.03% | 0.06% | 86,400 | -167,600 | -65.98% | 444,960 | Jun 30, 2024 |
LONGVIEW PARTNERS (GUERNSEY) LTD | 0.39% | 4.09% | 1,235,634 | -164,020 | -11.72% | 551,092,764 | Jun 30, 2024 |
CANTILLON CAPITAL MANAGEMENT LLC | 0.61% | 5.71% | 1,914,339 | -157,193 | -7.59% | 853,795,194 | Jun 30, 2024 |
SQUAREPOINT OPS LLC | 0.00% | 0.01% | 8,675 | -152,227 | -94.61% | 3,869,050 | Jun 30, 2024 |
TWINBEECH CAPITAL LP | - | - | - | -142,460 | -100.00% | - | Jun 30, 2024 |
TWO SIGMA INVESTMENTS, LP | 0.10% | 0.33% | 322,663 | -132,458 | -29.10% | 143,907,698 | Jun 30, 2024 |
AMERICAN CENTURY COMPANIES INC | 0.33% | 0.28% | 1,027,725 | -130,243 | -11.25% | 458,365,798 | Jun 30, 2024 |
Institutional New positions
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
NORGES BANK | 1.29% | 0.27% | 4,035,431 | 4,035,431 | 100.00% | 1,799,802,226 | Jun 30, 2024 |
MANNING & NAPIER ADVISORS LLC | 0.08% | 1.23% | 243,928 | 243,928 | 100.00% | 108,791,888 | Jun 30, 2024 |
JUNTO CAPITAL MANAGEMENT LP | 0.05% | 1.38% | 151,673 | 151,673 | 100.00% | 67,646,158 | Jun 30, 2024 |
COREBRIDGE FINANCIAL, INC. | 0.03% | 0.23% | 92,685 | 92,685 | 100.00% | 41,337,510 | Jun 30, 2024 |
FJARDE AP-FONDEN (THE FOURTH SWEDISH NATIONAL PENSIONFUND) | 0.02% | 0.28% | 55,100 | 55,100 | 100.00% | 24,575,000 | Jun 30, 2024 |
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.01% | 0.04% | 40,479 | 40,479 | 100.00% | 18,054,105 | Jun 30, 2024 |
MIZUHO SECURITIES USA LLC | 0.01% | 0.24% | 24,682 | 24,682 | 100.00% | 11,008,172 | Jun 30, 2024 |
GREENWOOD CAPITAL ASSOCIATES LLC | 0.01% | 1.44% | 24,561 | 24,561 | 100.00% | 10,954,206 | Jun 30, 2024 |
ROYAL BANK OF CANADA | 0.01% | 0.00% | 22,400 | 22,400 | 100.00% | 9,990,000 | Jun 30, 2024 |
COALESCENCE PARTNERS INVESTMENT MANAGEMENT, LP | 0.01% | 6.77% | 18,490 | 18,490 | 100.00% | 8,246,540 | Jun 30, 2024 |
0.01% | 0.43% | 17,376 | 17,376 | 100.00% | 7,752,997 | Jun 30, 2024 | |
0.00% | 0.19% | 14,890 | 14,890 | 100.00% | 6,640,872 | Jun 30, 2024 | |
WILEY BROS.-AINTREE CAPITAL, LLC | 0.00% | 0.28% | 14,523 | 14,523 | 100.00% | 6,469,809 | Jun 30, 2024 |
FOSTER VICTOR WEALTH ADVISORS, LLC | 0.00% | 0.59% | 14,380 | 14,380 | 100.00% | 7,028,800 | Jun 30, 2024 |
STRATEGIC FINANCIAL CONCEPTS, LLC | 0.00% | 0.00% | 11,249 | 11,249 | 100.00% | 5,821,000 | Jun 30, 2024 |
PALISADE CAPITAL MANAGEMENT, LP | 0.00% | 0.13% | 10,594 | 10,594 | 100.00% | 4,724,924 | Jun 30, 2024 |
BDF-GESTION | 0.00% | 0.43% | 9,909 | 9,909 | 100.00% | 4,419,414 | Jun 30, 2024 |
ATLANTIC UNION BANKSHARES CORP | 0.00% | 0.25% | 8,916 | 8,916 | 100.00% | 3,976,536 | Jun 30, 2024 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 0.00% | 0.00% | 6,808 | 6,808 | 100.00% | 3,036,000 | Jun 30, 2024 |
BTG PACTUAL ASSET MANAGEMENT US LLC | 0.00% | 0.42% | 6,391 | 6,391 | 100.00% | 2,850,386 | Jun 30, 2024 |
FULCRUM ASSET MANAGEMENT LLP | 0.00% | 6.95% | 6,165 | 6,165 | 100.00% | 2,233,450 | Jun 30, 2024 |
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | 0.00% | 0.21% | 6,000 | 6,000 | 100.00% | 2,676,000 | Jun 30, 2024 |
SCIENCAST MANAGEMENT LP | 0.00% | 0.74% | 4,798 | 4,798 | 100.00% | 2,139,908 | Jun 30, 2024 |
IBEX WEALTH ADVISORS | 0.00% | 0.33% | 4,690 | 4,690 | 100.00% | 2,091,740 | Jun 30, 2024 |
GROUP ONE TRADING, L.P. | 0.00% | 0.01% | 4,526 | 4,526 | 100.00% | 2,018,596,000 | Jun 30, 2024 |
SILVERLAKE WEALTH MANAGEMENT LLC | 0.00% | 0.70% | 3,847 | 3,847 | 100.00% | 1,715,762 | Jun 30, 2024 |
STEVENS CAPITAL MANAGEMENT LP | 0.00% | 0.54% | 3,610 | 3,610 | 100.00% | 1,610,000 | Jun 30, 2024 |
PLATFORM TECHNOLOGY PARTNERS | 0.00% | 0.53% | 3,422 | 3,422 | 100.00% | 1,526,364 | Jun 30, 2024 |
GOLDEN STATE EQUITY PARTNERS | 0.00% | 0.25% | 2,684 | 2,684 | 100.00% | 1,197,222 | Jun 30, 2024 |
BARDEN CAPITAL MANAGEMENT, INC. | 0.00% | 1.08% | 2,560 | 2,560 | 100.00% | 1,141,760 | Jun 30, 2024 |
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 0.00% | 0.34% | 2,449 | 2,449 | 100.00% | 1,092,349 | Jun 30, 2024 |
CTC ALTERNATIVE STRATEGIES, LTD. | 0.00% | 0.45% | 2,400 | 2,400 | 100.00% | 1,070,400 | Jun 30, 2024 |
M HOLDINGS SECURITIES, INC. | 0.00% | 0.14% | 2,386 | 2,386 | 100.00% | 1,064,000 | Jun 30, 2024 |
MILESTONES ADMINISTRADORA DE RECURSOS LTDA. | 0.00% | 0.44% | 2,330 | 2,330 | 100.00% | 1,039,180 | Jun 30, 2024 |
HSBC HOLDINGS PLC | 0.00% | 0.00% | 2,000 | 2,000 | 100.00% | 889,280 | Jun 30, 2024 |
FULLCIRCLE WEALTH LLC | 0.00% | 0.42% | 1,768 | 1,768 | 100.00% | 851,575 | Jun 30, 2024 |
ESCHLER ASSET MANAGEMENT LLP | 0.00% | 0.58% | 1,645 | 1,645 | 100.00% | 733,791 | Jun 30, 2024 |
J. SAFRA SARASIN HOLDING AG | 0.00% | 0.01% | 1,627 | 1,627 | 100.00% | 725,642 | Jun 30, 2024 |
BLUESPRUCE INVESTMENTS, LP | 0.00% | 0.01% | 1,511 | 1,511 | 100.00% | 673,906 | Jun 30, 2024 |
CAMPBELL CAPITAL MANAGEMENT INC | 0.00% | 0.29% | 1,500 | 1,500 | 100.00% | 669,171 | Jun 30, 2024 |
DARK FOREST CAPITAL MANAGEMENT LP | 0.00% | 0.10% | 1,197 | 1,197 | 100.00% | 533,862 | Jun 30, 2024 |
FJ CAPITAL MANAGEMENT LLC | 0.00% | 0.06% | 1,185 | 1,185 | 100.00% | 528,510 | Jun 30, 2024 |
STAMOS CAPITAL PARTNERS, L.P. | 0.00% | 0.11% | 1,170 | 1,170 | 100.00% | 521,820 | Jun 30, 2024 |
CABLE HILL PARTNERS, LLC | 0.00% | 0.05% | 1,127 | 1,127 | 100.00% | 502,642 | Jun 30, 2024 |
CARRET ASSET MANAGEMENT, LLC | 0.00% | 0.06% | 1,123 | 1,123 | 100.00% | 500,858 | Jun 30, 2024 |
HERITAGE FAMILY OFFICES, LLP | 0.00% | 0.27% | 1,076 | 1,076 | 100.00% | 479,930 | Jun 30, 2024 |
OCCUDO QUANTITATIVE STRATEGIES LP | 0.00% | 0.08% | 1,038 | 1,038 | 100.00% | 462,948 | Jun 30, 2024 |
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | 0.00% | 0.09% | 1,028 | 1,028 | 100.00% | 458,488 | Jun 30, 2024 |
0.00% | 0.26% | 987 | 987 | 100.00% | 440,202 | Jun 30, 2024 | |
JOEL ISAACSON & CO., LLC | 0.00% | 0.02% | 893 | 893 | 100.00% | 398,278 | Jun 30, 2024 |
FRISCH FINANCIAL GROUP, INC. | 0.00% | 0.12% | 882 | 882 | 100.00% | 394,000 | Jun 30, 2024 |
NIXON PEABODY TRUST CO | 0.00% | 0.03% | 854 | 854 | 100.00% | 380,884 | Jun 30, 2024 |
DEERFIELD MANAGEMENT COMPANY, L.P. (SERIES C) | 0.00% | 0.01% | 817 | 817 | 100.00% | 364,382 | Jun 30, 2024 |
CORNERSTONE WEALTH GROUP, LLC | 0.00% | 0.03% | 802 | 802 | 100.00% | 357,734 | Jun 30, 2024 |
PEGASUS PARTNERS LTD. | 0.00% | 0.03% | 750 | 750 | 100.00% | 334,500 | Jun 30, 2024 |
HARDY REED LLC | 0.00% | 0.03% | 697 | 697 | 100.00% | 310,862 | Jun 30, 2024 |
GALLAGHER FIDUCIARY ADVISORS, LLC | 0.00% | 0.06% | 639 | 639 | 100.00% | 284,921 | Jun 30, 2024 |
LVM CAPITAL MANAGEMENT LTD/MI | 0.00% | 0.03% | 638 | 638 | 100.00% | 285,000 | Jun 30, 2024 |
VISE TECHNOLOGIES, INC. | 0.00% | 0.05% | 626 | 626 | 100.00% | 279,196 | Jun 30, 2024 |
FINANCIAL NETWORK WEALTH ADVISORS LLC | 0.00% | 0.21% | 618 | 618 | 100.00% | 278,689 | Jun 30, 2024 |
SPC FINANCIAL, INC. | 0.00% | 0.03% | 616 | 616 | 100.00% | 274,736 | Jun 30, 2024 |
NVERSES CAPITAL, LLC | 0.00% | 0.16% | 600 | 600 | 100.00% | 267,600 | Jun 30, 2024 |
WAYFINDING FINANCIAL, LLC | 0.00% | 0.14% | 554 | 554 | 100.00% | 247,000 | Jun 30, 2024 |
RENASANT BANK | 0.00% | 0.17% | 553 | 553 | 100.00% | 246,638 | Jun 30, 2024 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 0.00% | 0.04% | 538 | 538 | 100.00% | 239,948 | Jun 30, 2024 |
MOSS ADAMS WEALTH ADVISORS LLC | 0.00% | 0.03% | 514 | 514 | 100.00% | 229,244 | Jun 30, 2024 |
GGM FINANCIALS LLC | 0.00% | 0.21% | 504 | 504 | 100.00% | 224,948 | Jun 30, 2024 |
CLARET ASSET MANAGEMENT CORP | 0.00% | 0.04% | 503 | 503 | 100.00% | 224,000 | Jun 30, 2024 |
TRADELINK CAPITAL LLC | 0.00% | 0.64% | 500 | 500 | 100.00% | 223,000 | Jun 30, 2024 |
PORTLAND GLOBAL ADVISORS LLC | 0.00% | 0.03% | 490 | 490 | 100.00% | 218,540 | Jun 30, 2024 |
COPPERWYND FINANCIAL, LLC | 0.00% | 0.08% | 488 | 488 | 100.00% | 236,551 | Jun 30, 2024 |
MONECO ADVISORS, LLC | 0.00% | 0.03% | 481 | 481 | 100.00% | 214,362 | Jun 30, 2024 |
PARAGON PRIVATE WEALTH MANAGEMENT, LLC | 0.00% | 0.12% | 481 | 481 | 100.00% | 214,526 | Jun 30, 2024 |
CONGRESS WEALTH MANAGEMENT LLC / DE / | 0.00% | 0.00% | 475 | 475 | 100.00% | 212,166 | Jun 30, 2024 |
CANAL CAPITAL MANAGEMENT, LLC | 0.00% | 0.04% | 469 | 469 | 100.00% | 209,174 | Jun 30, 2024 |
AVANTAX PLANNING PARTNERS, INC. | 0.00% | 0.01% | 466 | 466 | 100.00% | 207,836 | Jun 30, 2024 |
MGB WEALTH MANAGEMENT, LLC | 0.00% | 0.08% | 463 | 463 | 100.00% | 220,875 | Jun 30, 2024 |
ANGELES INVESTMENT ADVISORS, LLC | 0.00% | 0.01% | 462 | 462 | 100.00% | 206,052 | Jun 30, 2024 |
CORTON CAPITAL INC. | 0.00% | 0.11% | 462 | 462 | 100.00% | 206,052 | Jun 30, 2024 |
KEYES, STANGE & WOOTEN WEALTH MANAGEMENT, LLC | 0.00% | 0.14% | 458 | 458 | 100.00% | 204,268 | Jun 30, 2024 |
FUNDAMENTUM, LLC | 0.00% | 0.02% | 453 | 453 | 100.00% | 202,060 | Jun 30, 2024 |
NICOLET BANKSHARES INC | 0.00% | 0.05% | 453 | 453 | 100.00% | 202,038 | Jun 30, 2024 |
GITTERMAN WEALTH MANAGEMENT, LLC | 0.00% | 0.08% | 451 | 451 | 100.00% | 201,146 | Jun 30, 2024 |
ENTERPRISE FINANCIAL SERVICES CORP | 0.00% | 0.12% | 450 | 450 | 100.00% | 200,700 | Jun 30, 2024 |
FNY INVESTMENT ADVISERS, LLC | 0.00% | 0.13% | 430 | 430 | 100.00% | 191,000 | Jun 30, 2024 |
FAMILY FIRM, INC. | 0.00% | 0.04% | 389 | 389 | 100.00% | 173,438 | Jun 30, 2024 |
0.00% | 0.03% | 227 | 227 | 100.00% | 101,242 | Jun 30, 2024 | |
E FUND MANAGEMENT (HONG KONG) CO., LTD. | 0.00% | 0.05% | 173 | 173 | 100.00% | 77,000 | Jun 30, 2024 |
Y.D. MORE INVESTMENTS LTD | 0.00% | - | 171 | 171 | 100.00% | 203 | Jun 30, 2024 |
MIGDAL INSURANCE & FINANCIAL HOLDINGS LTD. | - | 0.00% | 104 | 104 | 100.00% | 47,000 | Jun 30, 2024 |
ANFIELD CAPITAL MANAGEMENT, LLC | - | 0.02% | 86 | 86 | 100.00% | 38,356 | Jun 30, 2024 |
RIDGEWOOD INVESTMENTS LLC | - | 0.02% | 81 | 81 | 100.00% | 36,110 | Jun 30, 2024 |
PACIFIC CAPITAL WEALTH ADVISORS, INC | - | 0.01% | 76 | 76 | 100.00% | 33,896 | Jun 30, 2024 |
HOBBS GROUP ADVISORS, LLC | - | 0.01% | 70 | 70 | 100.00% | 31,220 | Jun 30, 2024 |
HALLMARK CAPITAL MANAGEMENT INC | - | 0.00% | 44 | 44 | 100.00% | 19,624 | Jun 30, 2024 |
PROFFITT & GOODSON INC | - | 0.00% | 30 | 30 | 100.00% | 13,380 | Jun 30, 2024 |
FWL INVESTMENT MANAGEMENT, LLC | - | 0.01% | 25 | 25 | 100.00% | 11,150 | Jun 30, 2024 |
NEW AGE ALPHA ADVISORS, LLC | - | 0.01% | 23 | 23 | 100.00% | 10,258 | Jun 30, 2024 |
REDWOOD WEALTH MANAGEMENT GROUP, LLC | - | 0.01% | 23 | 23 | 100.00% | 10,258 | Jun 30, 2024 |
COPPELL ADVISORY SOLUTIONS LLC | - | 0.00% | 21 | 21 | 100.00% | 9,366 | Jun 30, 2024 |
Institutional Sold Out
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
THIRD POINT LLC | - | - | - | -335,000 | -100.00% | - | Jun 30, 2024 |
TWINBEECH CAPITAL LP | - | - | - | -142,460 | -100.00% | - | Jun 30, 2024 |
GILLSON CAPITAL LP | - | - | - | -112,461 | -100.00% | - | Jun 30, 2024 |
AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -100,604 | -100.00% | - | Jun 30, 2024 |
PBCAY ONE RSC LTD | - | - | - | -86,500 | -100.00% | - | Jun 30, 2024 |
SAMLYN CAPITAL, LLC | - | - | - | -78,560 | -100.00% | - | Jun 30, 2024 |
SVENSKA HANDELSBANKEN AB (PUBL) | - | - | - | -76,909 | -100.00% | - | Jun 30, 2024 |
WAFRA INC. | - | - | - | -61,783 | -100.00% | - | Jun 30, 2024 |
NATIXIS | - | - | - | -45,910 | -100.00% | - | Jun 30, 2024 |
GLOBAL ASSETS ADVISORY, LLC | - | - | - | -43,581 | -100.00% | - | Jun 30, 2024 |
ADAMS DIVERSIFIED EQUITY FUND, INC. | - | - | - | -39,600 | -100.00% | - | Jun 30, 2024 |
TRB ADVISORS LP | - | - | - | -35,000 | -100.00% | - | Jun 30, 2024 |
POINT72 HONG KONG LTD | - | - | - | -31,817 | -100.00% | - | Jun 30, 2024 |
VERITY & VERITY, LLC | - | - | - | -31,128 | -100.00% | - | Jun 30, 2024 |
CUBIST SYSTEMATIC STRATEGIES, LLC | - | - | - | -30,960 | -100.00% | - | Jun 30, 2024 |
EXODUSPOINT CAPITAL MANAGEMENT, LP | - | - | - | -26,088 | -100.00% | - | Jun 30, 2024 |
CAPITAL FUND MANAGEMENT S.A. | - | - | - | -20,300 | -100.00% | - | Jun 30, 2024 |
BUCKINGHAM STRATEGIC WEALTH, LLC | - | - | - | -20,200 | -100.00% | - | Jun 30, 2024 |
DEUTSCHE BANK AG\ | - | - | - | -19,800 | -100.00% | - | Jun 30, 2024 |
MEAG MUNICH ERGO, KAPITALANLAGEGESELLSCHAFT MBH | - | - | - | -19,557 | -100.00% | - | Jun 30, 2024 |
QUANTBOT TECHNOLOGIES LP | - | - | - | -18,400 | -100.00% | - | Jun 30, 2024 |
MARSHALL WACE, LLP | - | - | - | -18,100 | -100.00% | - | Jun 30, 2024 |
POINT72 ASSET MANAGEMENT, L.P. | - | - | - | -15,900 | -100.00% | - | Jun 30, 2024 |
ROYAL BANK OF CANADA | - | - | - | -15,400 | -100.00% | - | Jun 30, 2024 |
QUBE RESEARCH & TECHNOLOGIES LTD | - | - | - | -15,000 | -100.00% | - | Jun 30, 2024 |
PALOMA PARTNERS MANAGEMENT CO | - | - | - | -13,647 | -100.00% | - | Jun 30, 2024 |
METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -12,960 | -100.00% | - | Jun 30, 2024 |
GENERATE INVESTMENT MANAGEMENT LTD | - | - | - | -10,864 | -100.00% | - | Jun 30, 2024 |
LMR PARTNERS LLP | - | - | - | -10,800 | -100.00% | - | Jun 30, 2024 |
VIRTU FINANCIAL LLC | - | - | - | -10,676 | -100.00% | - | Jun 30, 2024 |
BALYASNY ASSET MANAGEMENT L.P. | - | - | - | -10,000 | -100.00% | - | Jun 30, 2024 |
CENTIVA CAPITAL, LP | - | - | - | -9,275 | -100.00% | - | Jun 30, 2024 |
PARKWOOD LLC | - | - | - | -8,826 | -100.00% | - | Jun 30, 2024 |
SEVEN EIGHT CAPITAL, LP | - | - | - | -8,528 | -100.00% | - | Jun 30, 2024 |
CAMPBELL & CO INVESTMENT ADVISER LLC | - | - | - | -8,519 | -100.00% | - | Jun 30, 2024 |
NIPPON LIFE GLOBAL INVESTORS AMERICAS, INC. | - | - | - | -8,210 | -100.00% | - | Jun 30, 2024 |
AXQ CAPITAL, LP | - | - | - | -8,000 | -100.00% | - | Jun 30, 2024 |
JUPITER ASSET MANAGEMENT LTD | - | - | - | -7,234 | -100.00% | - | Jun 30, 2024 |
ARLINGTON PARTNERS LLC | - | - | - | -7,015 | -100.00% | - | Jun 30, 2024 |
SIMPLEX TRADING, LLC | - | - | - | -6,763 | -100.00% | - | Jun 30, 2024 |
ALBERTA INVESTMENT MANAGEMENT CORP | - | - | - | -6,600 | -100.00% | - | Jun 30, 2024 |
LIGHTHOUSE INVESTMENT PARTNERS, LLC | - | - | - | -6,100 | -100.00% | - | Jun 30, 2024 |
PETERSON FINANCIAL GROUP, INC. | - | - | - | -6,064 | -100.00% | - | Jun 30, 2024 |
REGENTS OF THE UNIVERSITY OF CALIFORNIA | - | - | - | -6,000 | -100.00% | - | Jun 30, 2024 |
HEADLANDS TECHNOLOGIES LLC | - | - | - | -5,944 | -100.00% | - | Jun 30, 2024 |
EVOKE WEALTH, LLC | - | - | - | -5,425 | -100.00% | - | Jun 30, 2024 |
QUADRATURE CAPITAL LTD | - | - | - | -5,262 | -100.00% | - | Jun 30, 2024 |
NEBULA RESEARCH & DEVELOPMENT LLC | - | - | - | -5,056 | -100.00% | - | Jun 30, 2024 |
EISLER CAPITAL (UK) LTD. | - | - | - | -5,000 | -100.00% | - | Jun 30, 2024 |
PEARL RIVER CAPITAL, LLC | - | - | - | -4,837 | -100.00% | - | Jun 30, 2024 |
TEAM HEWINS, LLC | - | - | - | -4,837 | -100.00% | - | Jun 30, 2024 |
ISAM FUNDS (UK) LTD | - | - | - | -4,697 | -100.00% | - | Jun 30, 2024 |
LLOYD ADVISORY SERVICES, LLC. | - | - | - | -4,116 | -100.00% | - | Jun 30, 2024 |
QSEMBLE CAPITAL MANAGEMENT, LP | - | - | - | -4,094 | -100.00% | - | Jun 30, 2024 |
XTX TOPCO LTD | - | - | - | -4,079 | -100.00% | - | Jun 30, 2024 |
DYNAMIC TECHNOLOGY LAB PRIVATE LTD | - | - | - | -4,071 | -100.00% | - | Jun 30, 2024 |
CAAS CAPITAL MANAGEMENT LP | - | - | - | -3,800 | -100.00% | - | Jun 30, 2024 |
GOLDMAN SACHS GROUP INC | - | - | - | -3,700 | -100.00% | - | Jun 30, 2024 |
GUARDIAN CAPITAL LP | - | - | - | -3,590 | -100.00% | - | Jun 30, 2024 |
TEALWOOD ASSET MANAGEMENT INC | - | - | - | -3,519 | -100.00% | - | Jun 30, 2024 |
READYSTATE ASSET MANAGEMENT LP | - | - | - | -3,271 | -100.00% | - | Jun 30, 2024 |
TEZA CAPITAL MANAGEMENT LLC | - | - | - | -3,244 | -100.00% | - | Jun 30, 2024 |
ABUNDANCE WEALTH COUNSELORS | - | - | - | -3,206 | -100.00% | - | Jun 30, 2024 |
CSS LLC/IL | - | - | - | -3,000 | -100.00% | - | Jun 30, 2024 |
LEVERAGE PARTNERS ABSOLUTE RETURN FUND SPC | - | - | - | -3,000 | -100.00% | - | Jun 30, 2024 |
BALENTINE LLC | - | - | - | -2,903 | -100.00% | - | Jun 30, 2024 |
BARCLAYS PLC | - | - | - | -2,900 | -100.00% | - | Jun 30, 2024 |
ENTROPY TECHNOLOGIES, LP | - | - | - | -2,893 | -100.00% | - | Jun 30, 2024 |
RELATIVE VALUE PARTNERS GROUP, LLC | - | - | - | -2,884 | -100.00% | - | Jun 30, 2024 |
LECAP ASSET MANAGEMENT LTD | - | - | - | -2,837 | -100.00% | - | Jun 30, 2024 |
HOHIMER WEALTH MANAGEMENT, LLC | - | - | - | -2,721 | -100.00% | - | Jun 30, 2024 |
LOMBARD ODIER ASSET MANAGEMENT (USA) CORP | - | - | - | -2,600 | -100.00% | - | Jun 30, 2024 |
FOX RUN MANAGEMENT, L.L.C. | - | - | - | -2,564 | -100.00% | - | Jun 30, 2024 |
SONNIPE LTD | - | - | - | -2,138 | -100.00% | - | Jun 30, 2024 |
BRIDGEFRONT CAPITAL, LLC | - | - | - | -2,022 | -100.00% | - | Jun 30, 2024 |
LINCOLN NATIONAL CORP | - | - | - | -1,935 | -100.00% | - | Jun 30, 2024 |
MEZZASALMA ADVISORS, LLC | - | - | - | -1,930 | -100.00% | - | Jun 30, 2024 |
EOS MANAGEMENT, L.P. | - | - | - | -1,722 | -100.00% | - | Jun 30, 2024 |
TUDOR INVESTMENT CORP ET AL | - | - | - | -1,700 | -100.00% | - | Jun 30, 2024 |
SCIENTECH RESEARCH LLC | - | - | - | -1,518 | -100.00% | - | Jun 30, 2024 |
MQS MANAGEMENT LLC | - | - | - | -1,516 | -100.00% | - | Jun 30, 2024 |
GRAHAM CAPITAL MANAGEMENT, L.P. | - | - | - | -1,500 | -100.00% | - | Jun 30, 2024 |
SHAY CAPITAL LLC | - | - | - | -1,500 | -100.00% | - | Jun 30, 2024 |
CM WEALTH ADVISORS LLC | - | - | - | -1,459 | -100.00% | - | Jun 30, 2024 |
MAVEN SECURITIES LTD | - | - | - | -1,426 | -100.00% | - | Jun 30, 2024 |
BLUESHIFT ASSET MANAGEMENT, LLC | - | - | - | -1,377 | -100.00% | - | Jun 30, 2024 |
S.E.E.D. PLANNING GROUP LLC | - | - | - | -1,171 | -100.00% | - | Jun 30, 2024 |
OAK THISTLE LLC | - | - | - | -1,161 | -100.00% | - | Jun 30, 2024 |
LEVIN CAPITAL STRATEGIES, L.P. | - | - | - | -1,141 | -100.00% | - | Jun 30, 2024 |
INDUSTRIAL ALLIANCE INVESTMENT MANAGEMENT INC. | - | - | - | -1,130 | -100.00% | - | Jun 30, 2024 |
JEFFERIES FINANCIAL GROUP INC. | - | - | - | -1,100 | -100.00% | - | Jun 30, 2024 |
MAINSTREET INVESTMENT ADVISORS LLC | - | - | - | -1,043 | -100.00% | - | Jun 30, 2024 |
ABBREA CAPITAL, LLC | - | - | - | -1,027 | -100.00% | - | Jun 30, 2024 |
KOSS-OLINGER CONSULTING, LLC | - | - | - | -1,000 | -100.00% | - | Jun 30, 2024 |
ASPIRIANT, LLC | - | - | - | -934 | -100.00% | - | Jun 30, 2024 |
AIGEN INVESTMENT MANAGEMENT, LP | - | - | - | -902 | -100.00% | - | Jun 30, 2024 |
PRIVATE PORTFOLIO PARTNERS LLC | - | - | - | -885 | -100.00% | - | Jun 30, 2024 |
SQUAREPOINT OPS LLC | - | - | - | -800 | -100.00% | - | Jun 30, 2024 |
SIGNAL ADVISORS WEALTH, LLC | - | - | - | -773 | -100.00% | - | Jun 30, 2024 |
TRADEWINDS, LLC. | - | - | - | -691 | -100.00% | - | Jun 30, 2024 |
S&P Global Mutual Fund Holders
Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
---|---|---|---|---|---|
NORTHQUEST CAPITAL FUND INC | 2.59% | 800 | - | - | Mar 31, 2024 |
BlackRock Private Investments Fund | 2.43% | 4,000,000 | - | - | Mar 31, 2024 |
BlackRock Private Investments Fund | 2.43% | 4,000,000 | - | - | Mar 31, 2024 |
VANGUARD VALLEY FORGE FUNDS | 2.30% | 1,200,000 | - | - | Mar 31, 2024 |
VANGUARD VALLEY FORGE FUNDS | 2.30% | 1,200,000 | - | - | Mar 31, 2024 |
VANGUARD VALLEY FORGE FUNDS | 1.92% | 1,000,000 | - | - | Mar 31, 2024 |
VANGUARD VALLEY FORGE FUNDS | 1.92% | 1,000,000 | - | - | Mar 31, 2024 |
VANGUARD VALLEY FORGE FUNDS | 1.92% | 1,000,000 | - | - | Mar 31, 2024 |
VANGUARD VALLEY FORGE FUNDS | 1.92% | 1,000,000 | - | - | Mar 31, 2024 |
VANGUARD VALLEY FORGE FUNDS | 1.73% | 900,000 | - | - | Mar 31, 2024 |
VANGUARD VALLEY FORGE FUNDS | 1.73% | 900,000 | - | - | Mar 31, 2024 |
VANGUARD VALLEY FORGE FUNDS | 1.73% | 900,000 | - | - | Mar 31, 2024 |
VANGUARD VALLEY FORGE FUNDS | 1.73% | 900,000 | - | - | Mar 31, 2024 |
VANGUARD VALLEY FORGE FUNDS | 1.53% | 800,000 | - | - | Mar 31, 2024 |
VANGUARD VALLEY FORGE FUNDS | 1.53% | 800,000 | - | - | Mar 31, 2024 |
Fiera Capital Series Trust | 1.34% | 26,599 | -1,218 | -4.38% | Jun 30, 2023 |
VOYAGEUR MUTUAL FUNDS III | 1.22% | 11,984 | -514 | -4.11% | Jan 31, 2024 |
Natixis ETF Trust | 1.20% | 245,000 | - | - | Mar 31, 2024 |
VANGUARD VALLEY FORGE FUNDS | 0.96% | 500,000 | - | - | Mar 31, 2024 |
BlackRock Capital Appreciation Fund, Inc. | 0.85% | 136,831 | -7,763 | -5.37% | Feb 29, 2024 |
Emles Trust | 0.78% | 86,000 | - | - | Sep 30, 2022 |
VANGUARD VALLEY FORGE FUNDS | 0.77% | 400,000 | - | - | Mar 31, 2024 |
YCG Funds | 0.76% | 34,240 | - | - | Feb 29, 2024 |
Eaton Vance Tax-Managed Diversified Equity Income Fund | 0.70% | 80,544 | - | - | Jan 31, 2024 |
SCHWARTZ INVESTMENT TRUST | 0.63% | 3,675,000 | - | - | Mar 31, 2024 |
SPARROW FUNDS | 0.58% | 2,055 | 70 | 3.53% | Feb 29, 2024 |
BNY MELLON APPRECIATION FUND, INC. | 0.56% | 127,832 | -960 | -0.75% | Mar 31, 2024 |
ALGER FUNDS II | 0.52% | 118,857 | 2,566 | 2.21% | Jan 31, 2024 |
PARNASSUS INCOME FUNDS | 0.52% | 3,000,000 | - | - | Mar 31, 2024 |
SCHWARTZ INVESTMENT TRUST | 0.51% | 3,000,000 | - | - | Mar 31, 2024 |
VANGUARD VALLEY FORGE FUNDS | 0.48% | 250,000 | - | - | Mar 31, 2024 |
MASTER FOCUS GROWTH LLC | 0.46% | 161,105 | - | - | Nov 30, 2020 |
SCHWARTZ INVESTMENT TRUST | 0.44% | 2,600,000 | - | - | Mar 31, 2024 |
ALGER INSTITUTIONAL FUNDS | 0.44% | 115,210 | -352 | -0.30% | Jan 31, 2024 |
VANGUARD VALLEY FORGE FUNDS | 0.42% | 220,506 | - | - | Mar 31, 2024 |
BRIDGES INVESTMENT FUND INC | 0.40% | 12,000 | -1,000 | -7.69% | Dec 31, 2022 |
SunAmerica Specialty Series | 0.38% | 203,599 | - | - | Apr 30, 2021 |
SCHWARTZ INVESTMENT TRUST | 0.38% | 2,200,000 | - | - | Mar 31, 2024 |
Stock Portfolio | 0.37% | 22,836 | - | - | Mar 31, 2024 |
BlackRock Unconstrained Equity Fund | 0.36% | 68,723 | 15,505 | 29.13% | Jan 31, 2024 |
Transparent Value Trust | 0.36% | 5,754 | 5,597 | 3564.97% | Dec 31, 2023 |
Value Line Select Growth Fund, Inc. | 0.35% | 39,573 | -2,000 | -4.81% | Mar 31, 2024 |
Federated Hermes Investment Series Funds, Inc. | 0.35% | 3,985,000 | - | - | Feb 29, 2024 |
Federated Hermes Investment Series Funds, Inc. | 0.35% | 3,985,000 | - | - | Feb 29, 2024 |
PARNASSUS INCOME FUNDS | 0.29% | 1,656,539 | -32,580 | -1.93% | Mar 31, 2024 |
Eaton Vance Tax-Managed Buy-Write Income Fund | 0.28% | 9,075 | - | - | Mar 31, 2024 |
Eaton Vance Enhanced Equity Income Fund II | 0.26% | 20,908 | -4,678 | -18.28% | Mar 31, 2024 |
AMERICAN CENTURY GROWTH FUNDS, INC. | 0.25% | 38,861 | -5,488 | -12.37% | Jan 31, 2024 |
T. Rowe Price Fixed Income Series, Inc. | 0.25% | 510,000 | - | - | Mar 31, 2024 |
T. Rowe Price Fixed Income Series, Inc. | 0.25% | 510,000 | - | - | Mar 31, 2024 |
PUTNAM FUNDS TRUST | 0.25% | 52,994,000 | - | - | Jan 31, 2024 |
ADAMS DIVERSIFIED EQUITY FUND, INC. | 0.24% | 78,700 | - | - | Dec 31, 2023 |
Federated Hermes Equity Income Fund, Inc. | 0.23% | 34,075 | - | - | Feb 29, 2024 |
Tax-Managed Multi-Cap Growth Portfolio | 0.22% | 5,966 | - | - | Jan 31, 2024 |
PARNASSUS FUNDS | 0.22% | 333,366 | 337 | 0.10% | Mar 31, 2024 |
Eaton Vance Enhanced Equity Income Fund | 0.22% | 27,519 | - | - | Mar 31, 2024 |
PFM Multi-Manager Series Trust | 0.21% | 177,000 | - | - | Dec 31, 2023 |
JOHN HANCOCK CAPITAL SERIES | 0.21% | 217,464 | -23,019 | -9.57% | Jan 31, 2024 |
T. Rowe Price Corporate Income Fund, Inc. | 0.21% | 1,210,000 | - | - | Feb 29, 2024 |
Gabelli ESG Fund, Inc. | 0.20% | 1,645 | -235 | -12.50% | Dec 29, 2023 |
LAUDUS TRUST | 0.20% | 102,065 | - | - | Mar 31, 2024 |
Eaton Vance Tax-Managed Buy-Write Opportunities Fund | 0.20% | 23,175 | -2,000 | -7.94% | Mar 31, 2024 |
LORD ABBETT RESEARCH FUND INC | 0.19% | 187,954 | -4,515 | -2.35% | Feb 29, 2024 |
Eaton Vance Risk-Managed Diversified Equity Income Fund | 0.19% | 20,734 | -2,771 | -11.79% | Mar 31, 2024 |
GABELLI INTERNATIONAL GROWTH FUND, INC | 0.19% | 579 | - | - | Dec 29, 2023 |
SCHWARTZ INVESTMENT TRUST | 0.19% | 1,115,000 | - | - | Mar 31, 2024 |
FEDERATED HERMES INSURANCE SERIES | 0.19% | 845,000 | - | - | Mar 31, 2024 |
Milliman Variable Insurance Trust | 0.19% | 78 | 1 | 1.30% | Mar 31, 2024 |
BNY Mellon Worldwide Growth Fund, Inc. | 0.18% | 48,572 | -510 | -1.04% | Jan 31, 2024 |
FEDERATED HERMES INSURANCE SERIES | 0.18% | 805,000 | - | - | Mar 31, 2024 |
BLACKROCK LARGE CAP FOCUS GROWTH FUND, INC. | 0.17% | 65,997 | -2,052 | -3.02% | Feb 29, 2024 |
T. Rowe Price Short-Term Bond Fund, Inc. | 0.16% | 14,680,000 | - | - | Feb 29, 2024 |
T. Rowe Price Short-Term Bond Fund, Inc. | 0.16% | 14,680,000 | - | - | Feb 29, 2024 |
JANUS ASPEN SERIES | 0.16% | 7,071,000 | - | - | Dec 31, 2023 |
PFM Multi-Manager Series Trust | 0.16% | 130,000 | - | - | Dec 31, 2023 |
BLACKROCK SUSTAINABLE BALANCED FUND, INC. | 0.16% | 1,135,000 | - | - | Feb 29, 2024 |
ELFUN TRUSTS | 0.16% | 171,800 | 9,100 | 5.59% | Mar 31, 2024 |
GABELLI ASSET FUND | 0.16% | 55,930 | -6,950 | -11.05% | Dec 29, 2023 |
OSI ETF Trust | 0.14% | 25,120 | 1,407 | 5.93% | Mar 31, 2022 |
Procure ETF Trust I | 0.14% | 50 | -16 | -24.24% | Jan 31, 2022 |
BLACKROCK SUSTAINABLE BALANCED FUND, INC. | 0.14% | 1,000,000 | - | - | Feb 29, 2024 |
BLACKROCK SUSTAINABLE BALANCED FUND, INC. | 0.14% | 1,000,000 | - | - | Feb 29, 2024 |
GENERAL ELECTRIC RSP U.S. EQUITY FUND | 0.14% | 68,946 | -66,240 | -49.00% | Mar 31, 2021 |
FIDELITY MAGELLAN FUND | 0.14% | 1,076,978 | -93,247 | -7.97% | Mar 31, 2024 |
HIGHLAND FUNDS II | 0.14% | 2,000 | - | - | Dec 31, 2023 |
T. Rowe Price Growth Stock Fund, Inc. | 0.13% | 827,954 | - | - | Mar 31, 2024 |
JANUS ASPEN SERIES | 0.13% | 5,835,000 | - | - | Dec 31, 2023 |
BNY Mellon Large Cap Securities Fund, Inc. | 0.13% | 54,922 | - | - | Mar 31, 2024 |
LORD ABBETT AFFILIATED FUND INC | 0.13% | 184,757 | 36,271 | 24.43% | Jan 31, 2024 |
JP MORGAN MUTUAL FUND INVESTMENT TRUST | 0.13% | 491,339 | -487 | -0.10% | Dec 31, 2023 |
Gabelli ETFs Trust | 0.13% | 1,680 | -60 | -3.45% | Dec 29, 2023 |
STERLING CAPITAL FUNDS | 0.13% | 2,684,000 | - | - | Mar 28, 2024 |
Impact Shares Trust I | 0.13% | 1,332 | -21 | -1.55% | Mar 31, 2024 |
BNY MELLON RESEARCH GROWTH FUND, INC. | 0.13% | 78,537 | - | - | Aug 31, 2023 |
Eaton Vance Tax-Managed Buy-Write Strategy Fund | 0.12% | 1,352 | - | - | Mar 31, 2023 |
Nuveen S&P 500 Dynamic Overwrite Fund | 0.11% | 3,398 | - | - | Mar 31, 2024 |
VANGUARD WELLINGTON FUND | 0.11% | 46,560,000 | - | - | Feb 29, 2024 |
Guardian Variable Products Trust | 0.11% | 1,800,000 | - | - | Mar 31, 2024 |
INVESTMENT CO OF AMERICA | 0.11% | 1,661,061 | -16,400 | -0.98% | Mar 31, 2024 |
T. Rowe Price Tax-Efficient Funds, Inc. | 0.11% | 9,937 | -3,500 | -26.05% | Feb 29, 2024 |
S&P Global Institutional Ownership Trends
Institutional Holdings Trend
Date | Holdings | Change % |
---|---|---|
30 Jun, 24 | 1,797 | -4.11% |
31 Mar, 24 | 1,874 | 4.28% |
31 Dec, 23 | 1,797 | 8.06% |
30 Sep, 23 | 1,663 | 1.03% |
30 Jun, 23 | 1,646 | 1.79% |
31 Mar, 23 | 1,617 | 0.62% |
31 Dec, 22 | 1,607 | 4.35% |
30 Sep, 22 | 1,540 | -3.99% |
30 Jun, 22 | 1,604 | -5.65% |
31 Mar, 22 | 1,700 | 7.87% |
31 Dec, 21 | 1,576 | 8.02% |
30 Sep, 21 | 1,459 | 4.66% |
30 Jun, 21 | 1,394 | 5.29% |
31 Mar, 21 | 1,324 | 0.53% |
31 Dec, 20 | 1,317 | 5.36% |
30 Sep, 20 | 1,250 | 3.48% |
30 Jun, 20 | 1,208 | 5.59% |
31 Mar, 20 | 1,144 | -0.44% |
31 Dec, 19 | 1,149 | 9.64% |
30 Sep, 19 | 1,048 | 4.38% |
30 Jun, 19 | 1,004 | 4.15% |
31 Mar, 19 | 964 | 5.36% |
31 Dec, 18 | 915 | -2.14% |
30 Sep, 18 | 935 | 1.41% |
30 Jun, 18 | 922 | 0.88% |
31 Mar, 18 | 914 | 6.28% |
31 Dec, 17 | 860 | 10.68% |
30 Sep, 17 | 777 | 0.65% |
30 Jun, 17 | 772 | 7.22% |
31 Mar, 17 | 720 | 4.35% |
31 Dec, 16 | 690 | 7.48% |
30 Sep, 16 | 642 | 10.88% |
30 Jun, 16 | 579 | 2417.39% |
31 Mar, 16 | 23 | - |
30 Sep, 11 | 1 | - |
30 Sep, 06 | 1 | - |
Shares Outstanding Trend
Date | Shares Outstanding | Change % |
---|---|---|
30 Jun, 24 | 270,664,074 | 1.51% |
31 Mar, 24 | 266,643,480 | -2.75% |
31 Dec, 23 | 274,172,739 | 1.81% |
30 Sep, 23 | 269,303,558 | -2.39% |
30 Jun, 23 | 275,904,308 | -3.38% |
31 Mar, 23 | 285,557,355 | 1.89% |
31 Dec, 22 | 280,262,893 | -1.84% |
30 Sep, 22 | 285,514,158 | -2.89% |
30 Jun, 22 | 294,021,020 | -5.76% |
31 Mar, 22 | 311,979,037 | 37.52% |
31 Dec, 21 | 226,863,914 | 1.46% |
30 Sep, 21 | 223,592,626 | 0.66% |
30 Jun, 21 | 222,126,083 | 3.70% |
31 Mar, 21 | 214,192,257 | 4.49% |
31 Dec, 20 | 204,987,476 | 2.58% |
30 Sep, 20 | 199,841,516 | -0.58% |
30 Jun, 20 | 200,998,235 | -0.57% |
31 Mar, 20 | 202,144,806 | -0.19% |
31 Dec, 19 | 202,525,837 | -0.86% |
30 Sep, 19 | 204,284,027 | -0.81% |
30 Jun, 19 | 205,961,112 | -1.09% |
31 Mar, 19 | 208,230,918 | -0.35% |
31 Dec, 18 | 208,959,120 | -0.90% |
30 Sep, 18 | 210,849,659 | -1.12% |
30 Jun, 18 | 213,238,906 | -1.91% |
31 Mar, 18 | 217,388,615 | 0.13% |
31 Dec, 17 | 217,100,817 | -0.84% |
30 Sep, 17 | 218,936,810 | -0.95% |
30 Jun, 17 | 221,039,385 | -0.78% |
31 Mar, 17 | 222,765,841 | 0.50% |
31 Dec, 16 | 221,649,041 | -2.52% |
30 Sep, 16 | 227,370,380 | 0.71% |
30 Jun, 16 | 225,757,127 | 1233.69% |
31 Mar, 16 | 16,927,314 | - |
30 Sep, 11 | 3,030 | - |
30 Sep, 06 | 3,400 | - |
Institutional Ownership Trend
Date | Ownership % | Change % |
---|---|---|
30 Jun, 24 | 86.31% | 1.19% |
31 Mar, 24 | 85.03% | 1.15% |
31 Dec, 23 | 86.11% | 1.20% |
30 Sep, 23 | 84.82% | 1.14% |
30 Jun, 23 | 86.41% | 1.09% |
31 Mar, 23 | 88.88% | 1.14% |
31 Dec, 22 | 88.44% | 1.18% |
30 Sep, 22 | 86.62% | 1.14% |
30 Jun, 22 | 86.99% | 0.68% |
31 Mar, 22 | 113.36% | 1.28% |
31 Dec, 21 | 94.13% | 1.09% |
30 Sep, 21 | 92.82% | 1.09% |
30 Jun, 21 | 92.25% | 1.16% |
31 Mar, 21 | 89.02% | 1.23% |
31 Dec, 20 | 85.23% | 1.24% |
30 Sep, 20 | 83.06% | 1.19% |
30 Jun, 20 | 83.44% | 1.20% |
31 Mar, 20 | 83.50% | 1.21% |
31 Dec, 19 | 83.00% | 1.19% |
30 Sep, 19 | 83.38% | 1.19% |
30 Jun, 19 | 83.69% | 1.17% |
31 Mar, 19 | 84.41% | 1.20% |
31 Dec, 18 | 83.92% | 1.19% |
30 Sep, 18 | 83.90% | 1.16% |
30 Jun, 18 | 84.92% | 1.14% |
31 Mar, 18 | 86.13% | 1.20% |
31 Dec, 17 | 84.71% | 1.15% |
30 Sep, 17 | 85.69% | 1.16% |
30 Jun, 17 | 85.91% | 1.15% |
31 Mar, 17 | 86.28% | 1.21% |
31 Dec, 16 | 84.34% | 1.13% |
30 Sep, 16 | 86.49% | 1.19% |
30 Jun, 16 | 85.35% | 209.18% |
31 Mar, 16 | 6.39% | - |
30 Sep, 11 | 0.00% | - |
30 Sep, 06 | 0.00% | - |
Institutional Increased Positions Trend
Date | Increased Positions | Change % |
---|---|---|
30 Jun, 24 | 847 | -2.19% |
31 Mar, 24 | 866 | -2.48% |
31 Dec, 23 | 888 | 17.77% |
30 Sep, 23 | 754 | 0.80% |
30 Jun, 23 | 748 | 0.13% |
31 Mar, 23 | 747 | 5.21% |
31 Dec, 22 | 710 | 8.90% |
30 Sep, 22 | 652 | -4.82% |
30 Jun, 22 | 685 | -40.38% |
31 Mar, 22 | 1,149 | 35.50% |
31 Dec, 21 | 848 | 22.19% |
30 Sep, 21 | 694 | 1.76% |
30 Jun, 21 | 682 | 2.71% |
31 Mar, 21 | 664 | -0.75% |
31 Dec, 20 | 669 | 28.16% |
30 Sep, 20 | 522 | -0.19% |
30 Jun, 20 | 523 | -2.06% |
31 Mar, 20 | 534 | -2.55% |
31 Dec, 19 | 548 | 24.55% |
30 Sep, 19 | 440 | 1.15% |
30 Jun, 19 | 435 | -1.36% |
31 Mar, 19 | 441 | 12.50% |
31 Dec, 18 | 392 | -7.11% |
30 Sep, 18 | 422 | 9.90% |
30 Jun, 18 | 384 | -6.57% |
31 Mar, 18 | 411 | -0.24% |
31 Dec, 17 | 412 | 30.79% |
30 Sep, 17 | 315 | -5.97% |
30 Jun, 17 | 335 | 9.48% |
31 Mar, 17 | 306 | 3.73% |
31 Dec, 16 | 295 | -1.99% |
30 Sep, 16 | 301 | -45.67% |
30 Jun, 16 | 554 | 2308.70% |
31 Mar, 16 | 23 | - |
30 Sep, 11 | 1 | - |
30 Sep, 06 | 1 | - |
Institutional Reduced Positions Trend
Date | Reduced Positions | Change % |
---|---|---|
30 Jun, 24 | 622 | -10.12% |
31 Mar, 24 | 692 | 10.72% |
31 Dec, 23 | 625 | 4.52% |
30 Sep, 23 | 598 | -0.99% |
30 Jun, 23 | 604 | 4.32% |
31 Mar, 23 | 579 | -7.06% |
31 Dec, 22 | 623 | 2.98% |
30 Sep, 22 | 605 | -5.32% |
30 Jun, 22 | 639 | 96.01% |
31 Mar, 22 | 326 | -22.01% |
31 Dec, 21 | 418 | -6.49% |
30 Sep, 21 | 447 | 7.45% |
30 Jun, 21 | 416 | 2.21% |
31 Mar, 21 | 407 | -3.10% |
31 Dec, 20 | 420 | -13.04% |
30 Sep, 20 | 483 | 3.43% |
30 Jun, 20 | 467 | 7.60% |
31 Mar, 20 | 434 | 15.12% |
31 Dec, 19 | 377 | -2.58% |
30 Sep, 19 | 387 | 6.91% |
30 Jun, 19 | 362 | 7.42% |
31 Mar, 19 | 337 | -5.07% |
31 Dec, 18 | 355 | 16.39% |
30 Sep, 18 | 305 | -7.58% |
30 Jun, 18 | 330 | 5.10% |
31 Mar, 18 | 314 | 20.77% |
31 Dec, 17 | 260 | -4.41% |
30 Sep, 17 | 272 | 3.42% |
30 Jun, 17 | 263 | -6.41% |
31 Mar, 17 | 281 | 8.49% |
31 Dec, 16 | 259 | 25.73% |
30 Sep, 16 | 206 | 2188.89% |
30 Jun, 16 | 9 | - |
31 Mar, 16 | - | - |
30 Sep, 11 | - | - |
30 Sep, 06 | - | - |
All Institutional Ownership Trend Data
Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
---|---|---|---|---|---|---|---|---|---|---|
30 Jun, 24 | 1,797 | -4.11% | 270,664,074 | 1.51% | 86.31% | 1.19% | 847 | -2.19% | 622 | -10.12% |
31 Mar, 24 | 1,874 | 4.28% | 266,643,480 | -2.75% | 85.03% | 1.15% | 866 | -2.48% | 692 | 10.72% |
31 Dec, 23 | 1,797 | 8.06% | 274,172,739 | 1.81% | 86.11% | 1.20% | 888 | 17.77% | 625 | 4.52% |
30 Sep, 23 | 1,663 | 1.03% | 269,303,558 | -2.39% | 84.82% | 1.14% | 754 | 0.80% | 598 | -0.99% |
30 Jun, 23 | 1,646 | 1.79% | 275,904,308 | -3.38% | 86.41% | 1.09% | 748 | 0.13% | 604 | 4.32% |
31 Mar, 23 | 1,617 | 0.62% | 285,557,355 | 1.89% | 88.88% | 1.14% | 747 | 5.21% | 579 | -7.06% |
31 Dec, 22 | 1,607 | 4.35% | 280,262,893 | -1.84% | 88.44% | 1.18% | 710 | 8.90% | 623 | 2.98% |
30 Sep, 22 | 1,540 | -3.99% | 285,514,158 | -2.89% | 86.62% | 1.14% | 652 | -4.82% | 605 | -5.32% |
30 Jun, 22 | 1,604 | -5.65% | 294,021,020 | -5.76% | 86.99% | 0.68% | 685 | -40.38% | 639 | 96.01% |
31 Mar, 22 | 1,700 | 7.87% | 311,979,037 | 37.52% | 113.36% | 1.28% | 1,149 | 35.50% | 326 | -22.01% |
31 Dec, 21 | 1,576 | 8.02% | 226,863,914 | 1.46% | 94.13% | 1.09% | 848 | 22.19% | 418 | -6.49% |
30 Sep, 21 | 1,459 | 4.66% | 223,592,626 | 0.66% | 92.82% | 1.09% | 694 | 1.76% | 447 | 7.45% |
30 Jun, 21 | 1,394 | 5.29% | 222,126,083 | 3.70% | 92.25% | 1.16% | 682 | 2.71% | 416 | 2.21% |
31 Mar, 21 | 1,324 | 0.53% | 214,192,257 | 4.49% | 89.02% | 1.23% | 664 | -0.75% | 407 | -3.10% |
31 Dec, 20 | 1,317 | 5.36% | 204,987,476 | 2.58% | 85.23% | 1.24% | 669 | 28.16% | 420 | -13.04% |
30 Sep, 20 | 1,250 | 3.48% | 199,841,516 | -0.58% | 83.06% | 1.19% | 522 | -0.19% | 483 | 3.43% |
30 Jun, 20 | 1,208 | 5.59% | 200,998,235 | -0.57% | 83.44% | 1.20% | 523 | -2.06% | 467 | 7.60% |
31 Mar, 20 | 1,144 | -0.44% | 202,144,806 | -0.19% | 83.50% | 1.21% | 534 | -2.55% | 434 | 15.12% |
31 Dec, 19 | 1,149 | 9.64% | 202,525,837 | -0.86% | 83.00% | 1.19% | 548 | 24.55% | 377 | -2.58% |
30 Sep, 19 | 1,048 | 4.38% | 204,284,027 | -0.81% | 83.38% | 1.19% | 440 | 1.15% | 387 | 6.91% |
30 Jun, 19 | 1,004 | 4.15% | 205,961,112 | -1.09% | 83.69% | 1.17% | 435 | -1.36% | 362 | 7.42% |
31 Mar, 19 | 964 | 5.36% | 208,230,918 | -0.35% | 84.41% | 1.20% | 441 | 12.50% | 337 | -5.07% |
31 Dec, 18 | 915 | -2.14% | 208,959,120 | -0.90% | 83.92% | 1.19% | 392 | -7.11% | 355 | 16.39% |
30 Sep, 18 | 935 | 1.41% | 210,849,659 | -1.12% | 83.90% | 1.16% | 422 | 9.90% | 305 | -7.58% |
30 Jun, 18 | 922 | 0.88% | 213,238,906 | -1.91% | 84.92% | 1.14% | 384 | -6.57% | 330 | 5.10% |
31 Mar, 18 | 914 | 6.28% | 217,388,615 | 0.13% | 86.13% | 1.20% | 411 | -0.24% | 314 | 20.77% |
31 Dec, 17 | 860 | 10.68% | 217,100,817 | -0.84% | 84.71% | 1.15% | 412 | 30.79% | 260 | -4.41% |
30 Sep, 17 | 777 | 0.65% | 218,936,810 | -0.95% | 85.69% | 1.16% | 315 | -5.97% | 272 | 3.42% |
30 Jun, 17 | 772 | 7.22% | 221,039,385 | -0.78% | 85.91% | 1.15% | 335 | 9.48% | 263 | -6.41% |
31 Mar, 17 | 720 | 4.35% | 222,765,841 | 0.50% | 86.28% | 1.21% | 306 | 3.73% | 281 | 8.49% |
31 Dec, 16 | 690 | 7.48% | 221,649,041 | -2.52% | 84.34% | 1.13% | 295 | -1.99% | 259 | 25.73% |
30 Sep, 16 | 642 | 10.88% | 227,370,380 | 0.71% | 86.49% | 1.19% | 301 | -45.67% | 206 | 2188.89% |
30 Jun, 16 | 579 | 2417.39% | 225,757,127 | 1233.69% | 85.35% | 209.18% | 554 | 2308.70% | 9 | - |
31 Mar, 16 | 23 | - | 16,927,314 | - | 6.39% | - | 23 | - | - | - |
30 Sep, 11 | 1 | - | 3,030 | - | 0.00% | - | 1 | - | - | - |
30 Sep, 06 | 1 | - | 3,400 | - | 0.00% | - | 1 | - | - | - |
S&P Global Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
---|
Insider Sells
All Insider Owners Trades
S&P Global Insider Ownership Trends
All Insider Trades Trend
Date | Buy | Sell | Buy/Sell Ratio |
---|---|---|---|
Q3 2024 | - | 30 | - |
Q2 2024 | 1 | 7 | 14.29% |
Q1 2024 | 36 | 17 | 211.76% |
Q4 2023 | 33 | 70 | 47.14% |
Q3 2023 | 2 | 21 | 9.52% |
Q2 2023 | 2 | 11 | 18.18% |
Q1 2023 | 39 | 34 | 114.71% |
Q4 2022 | 36 | 72 | 50.00% |
Q3 2022 | 1 | 18 | 5.56% |
Q2 2022 | 8 | 6 | 133.33% |
Q1 2022 | 47 | 30 | 156.67% |
Q4 2021 | 36 | 72 | 50.00% |
Q3 2021 | 1 | 2 | 50.00% |
Q2 2021 | 16 | 7 | 228.57% |
Q1 2021 | 28 | 18 | 155.56% |
Q4 2020 | 38 | 80 | 47.50% |
Q3 2020 | 6 | 28 | 21.43% |
Q2 2020 | 16 | 2 | 800.00% |
Q1 2020 | 26 | 13 | 200.00% |
Q4 2019 | 46 | 96 | 47.92% |
Open Market Insider Trades Trend
Date | Buy | Sell | Buy/Sell Ratio |
---|---|---|---|
Q3 2024 | - | 26 | - |
Q2 2024 | - | 5 | - |
Q1 2024 | - | 3 | - |
Q4 2023 | - | 4 | - |
Q3 2023 | - | 15 | - |
Q2 2023 | - | 10 | - |
Q1 2023 | - | 17 | - |
Q4 2022 | - | 4 | - |
Q3 2022 | - | 15 | - |
Q2 2022 | - | 2 | - |
Q1 2022 | - | 4 | - |
Q4 2021 | - | - | - |
Q3 2021 | - | - | - |
Q2 2021 | - | 3 | - |
Q1 2021 | - | 3 | - |
Q4 2020 | - | 5 | - |
Q3 2020 | - | 18 | - |
Q2 2020 | - | - | - |
Q1 2020 | - | - | - |
Q4 2019 | - | 4 | - |
SPGI Ownership FAQ
Who Owns S&P Global?
S&P Global is owned by institutional shareholders (86.31%), insiders (0.18%), and public (13.51%). The largest institutional shareholder of S&P Global is VANGUARD GROUP INC (9.38% of total shares) and the top mutual fund owner is NORTHQUEST CAPITAL FUND INC (2.59% of total shares).
Who are the major institutional shareholders of S&P Global?
S&P Global's major institutional shareholders are VANGUARD GROUP INC, BLACKROCK INC., STATE STREET CORP, TCI FUND MANAGEMENT LTD, and WELLINGTON MANAGEMENT GROUP LLP. The top five shareholders own together 28.14% of the company's share outstanding.
How many S&P Global shareholders are there?
As of Jun 2024, there are 1,797 institutional shareholders of S&P Global.
What percentage of S&P Global is owned by VANGUARD GROUP INC?
VANGUARD GROUP INC owns 29.42M shares of S&P Global, representing 9.38% of the company's total shares outstanding, valued at $13.12B (as of Jun 2024).
What percentage of S&P Global is owned by BLACKROCK INC?
As of Jun 2024, BLACKROCK INC holds 25.77M shares of S&P Global (SPGI), compromising 8.22% of the company, valued at $11.49B.
What percentage of S&P Global is owned by STATE STREET CORP?
STATE STREET CORP is the third largest holder of S&P Global. The company owns 14.08M of the company's shares outstanding (worth $6.28T).