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S&p Global shares owned by Nelson Roberts Investment Advisors

Quarter-by-quarter ownership of S&p Global (SPGI) shares owned by Nelson Roberts Investment Advisors from 13F filings

Historical chart of Nelson Roberts Investment Advisors investment in S&p Global

Tip: Access up to 7 years of quarterly data

All positions including S&p Global held by Nelson Roberts Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in S&p Global by Nelson Roberts Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.8M 9.9k 486.71
2025-06-30 $5.2M 9.8k 527.29
2025-03-31 $4.9M 9.7k 508.10
2024-12-31 $4.8M 9.6k 498.03
2024-09-30 $4.8M 9.2k 516.62

More positions owned by Nelson Roberts Investment Advisors

NVIDIA Corporation (NVDA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Microsoft Corporation (MSFT)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Apple (AAPL)
Spdr Series Trust Portfolio Sh Tsr (SPTS)
Select Sector Spdr Tr Indl (XLI)
Alphabet Cap Stk Cl C (GOOG)
Select Sector Spdr Tr Technology (XLK)
Vanguard Index Fds Small Cp Etf (VB)
JPMorgan Chase & Co. (JPM)
Amazon (AMZN)
Vanguard World Utilities Etf (VPU)
Visa Com Cl A (V)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Nelson Roberts Investment Advisors

Top funds holding S&p Global

Vanguard Group
BlackRock
State Street Corporation
TCI Fund Management
Morgan Stanley
Geode Capital Management
Wellington Management Company
FMR
Northern Trust
Ubs Global Asset Management Americas
Wells Fargo & Company
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
Lombard Odier Asset Management
Goldman Sachs Group
Invesco

View all funds holding S&p Global