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S&P GLOBAL INC
S&P GLOBAL INC. Institutional holdings reported to the SEC.

Institutional Holders (2017Q1)
Portfolio Summary: 21 Institutional holders with a total value of $79,997,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 SCOUT INVESTMENTS, INC. 219,693 28,723,000 35.91%
2 VAUGHAN DAVID INVESTMENTS LLC/IL 169,747 22,193,000 27.74%
3 Avalon Investment & Advisory 64,635 8,450,000 10.56%
4 World Asset Management Inc 30,950 4,046,000 5.06%
5 BOSTON FAMILY OFFICE LLC 29,225 3,821,000 4.78%
6 Veritable, L.P. 15,754 2,060,000 2.58%
7 Ativo Capital Management LLC 13,400 1,752,000 2.19%
8 KCM INVESTMENT ADVISORS LLC 10,738 1,404,000 1.76%
9 J.P. Morgan Private Wealth Advisors LLC 10,143 1,325,000 1.66%
10 FOSTER DYKEMA CABOT & CO INC/MA 9,750 1,275,000 1.59%
11 NICHOLS & PRATT ADVISERS LLP /MA 8,300 1,085,000 1.36%
12 Reynders McVeigh Capital Management, LLC 5,300 693,000 0.87%
13 EXCALIBUR MANAGEMENT CORP 5,000 654,000 0.82%
14 ADVISOR PARTNERS LLC 4,147 542,000 0.68%
15 DARRELL & KING LLC 4,100 536,000 0.67%
16 Hamilton Point Investment Advisors, LLC 3,800 497,000 0.62%
17 Caprock Group, LLC 2,553 334,000 0.42%
18 Regent Investment Management LLC 2,342 306,000 0.38%
19 RADNOR CAPITAL MANAGEMENT, LLC 2,000 261,000 0.33%
20 C M BIDWELL & ASSOCIATES LTD 150 20,000 0.03%
21 QCI ASSET MANAGEMENT INC/NY 150 20,000 0.03%

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.