Dark
Light
System
Security
S&P GLOBAL INC
S&P GLOBAL INC. Institutional holdings reported to the SEC.

Institutional Holders (2016Q2)
Portfolio Summary: 20 Institutional holders with a total value of $130,978,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 DF DENT & CO INC 686,609 73,646,000 56.23%
2 VAUGHAN DAVID INVESTMENTS LLC/IL 187,856 20,149,000 15.38%
3 CRAWFORD INVESTMENT COUNSEL INC 150,655 16,159,000 12.34%
4 J.P. Morgan Private Wealth Advisors LLC 40,087 4,299,000 3.28%
5 World Asset Management Inc 32,802 3,518,000 2.69%
6 BOSTON FAMILY OFFICE LLC 30,095 3,228,000 2.46%
7 Veritable, L.P. 15,031 1,612,000 1.23%
8 Ativo Capital Management LLC 14,600 1,566,000 1.20%
9 KCM INVESTMENT ADVISORS LLC 10,401 1,116,000 0.85%
10 FOSTER DYKEMA CABOT & CO INC/MA 9,750 1,046,000 0.80%
11 NICHOLS & PRATT ADVISERS LLP /MA 9,326 1,000,000 0.76%
12 HIGH POINTE CAPITAL MANAGEMENT LLC 8,950 960,000 0.73%
13 Reynders McVeigh Capital Management, LLC 5,900 633,000 0.48%
14 EXCALIBUR MANAGEMENT CORP 5,000 536,000 0.41%
15 DARRELL & KING LLC 4,400 472,000 0.36%
16 Hamilton Point Investment Advisors, LLC 3,800 408,000 0.31%
17 Caprock Group, LLC 2,981 320,000 0.24%
18 ADVISOR PARTNERS LLC 2,558 274,000 0.21%
19 C M BIDWELL & ASSOCIATES LTD 185 20,000 0.02%
20 QCI ASSET MANAGEMENT INC/NY 150 16,000 0.01%

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.