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S&p Global shares owned by Perennial Investment Advisors

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

Historical chart of Perennial Investment Advisors investment in S&p Global

Tip: Access up to 7 years of quarterly data

All positions including S&p Global held by Perennial 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 Perennial Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $224k 460 487.10
2025-06-30 $234k 443 527.66
2025-03-31 $220k 432 508.24
2024-12-31 $201k 403 498.28

More positions owned by Perennial Investment Advisors

NVIDIA Corporation (NVDA)
Tesla Motors (TSLA)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Spdr Series Trust Msci Usa Strtgic (QUS)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Apple (AAPL)
Ishares Tr Rus Tp200 Gr Etf (IWY)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Ishares Tr U.s. Tech Etf (IYW)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation Call Option (MSFT)
Amazon (AMZN)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Perennial Investment Advisors

Top funds holding S&p Global

Vanguard Group
BlackRock
State Street Corporation
TCI Fund Management
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
Edgewood Management

View all funds holding S&p Global