Institutional Ownership S&P Global Inc. (SPGI)
This table provides information about the institutional ownership of S&P Global Inc. (SPGI). We have compiled data on the 2,370 institutions that hold shares in the stock, with a total of 266 Million shares, which have been reported (via 13F filing form) to have a value of $130 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Strategic Capital Advisers, Inc.
|
Jul 18, 2022 Q2 2022 |
4,800
shares
|
$2.35 Million
1.34% of portfolio
|
Q3 2021
New holding
|
|
|
M&G PLC
London, X0 |
Nov 07, 2025 Q3 2025 |
4,786
shares
|
$2.34 Million
0.01% of portfolio
|
Q3 2025
Added 2.09%
|
|
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
Aug 15, 2025 Q2 2025 |
4,728
shares
|
$2.31 Million
0.35% of portfolio
|
Q2 2025
Reduced 0.76%
|
|
|
Enterprise Bank & Trust CO
|
Jul 07, 2025 Q2 2025 |
4,725
shares
|
$2.31 Million
0.94% of portfolio
|
Q1 2025
Reduced 0.61%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Oct 16, 2025 Q3 2025 |
4,719
shares
|
$2.31 Million
0.79% of portfolio
|
Q3 2025
Reduced 1.07%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
4,716
shares
|
$2.31 Million
0.03% of portfolio
|
Q2 2025
Reduced 12.34%
|
|
|
Walleye Trading LLC
Plymouth, MN |
Nov 14, 2025 Q3 2025 |
4,703
shares
|
$2.3 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 14, 2025 Q3 2025 |
4,673
shares
|
$2.28 Million
0.19% of portfolio
|
Q3 2025
Added 2.66%
|
|
|
Ridgecrest Wealth Partners, LLC
|
Oct 14, 2025 Q3 2025 |
4,664
shares
|
$2.28 Million
1.04% of portfolio
|
Q2 2025
Reduced 9.26%
|
|
|
Pitcairn CO
Jenkintown, PA |
Nov 12, 2025 Q3 2025 |
4,662
shares
|
$2.28 Million
0.18% of portfolio
|
Q3 2025
Reduced 39.53%
|
|
|
Gallo Partners, LP
Bloomfield, NJ |
Nov 14, 2025 Q3 2025 |
4,662
shares
|
$2.28 Million
1.69% of portfolio
|
Q3 2025
Added 612.84%
|
|
|
Mission Wealth Management, LP
|
Nov 04, 2025 Q3 2025 |
4,646
shares
|
$2.27 Million
0.05% of portfolio
|
Q3 2025
Added 1.57%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 13, 2026 Q4 2025 |
4,643
shares
|
$2.27 Million
0.02% of portfolio
|
Q4 2025
Reduced 6.77%
|
|
|
Alaethes Wealth LLC
Glenbrook, NV |
Nov 13, 2025 Q3 2025 |
4,631
shares
|
$2.26 Million
0.74% of portfolio
|
Q3 2025
Added 6.19%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 16, 2026 Q4 2025 |
4,630
shares
|
$2.26 Million
0.04% of portfolio
|
Q4 2025
Added 15.32%
|
|
|
Pettee Investors, Inc.
|
Nov 04, 2025 Q3 2025 |
4,629
shares
|
$2.26 Million
1.29% of portfolio
|
Q2 2025
Reduced 3.7%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
4,629
shares
|
$2.26 Million
0.04% of portfolio
|
Q3 2025
Added 19.95%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
4,625
shares
|
$2.26 Million
0.02% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
4,622
shares
|
$2.26 Million
0.06% of portfolio
|
Q2 2025
Reduced 57.78%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 12, 2026 Q4 2025 |
4,617
shares
|
$2.26 Million
0.19% of portfolio
|
Q4 2025
Added 23.25%
|
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
Oct 15, 2025 Q3 2025 |
4,613
shares
|
$2.26 Million
0.54% of portfolio
|
Q3 2025
Added 2.47%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Nov 05, 2025 Q3 2025 |
4,596
shares
|
$2.25 Million
0.11% of portfolio
|
Q3 2025
Reduced 14.72%
|
|
|
Valeo Financial Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
4,593
shares
|
$2.25 Million
0.05% of portfolio
|
Q3 2025
Reduced 3.02%
|
|
|
S Bank Fund Management LTD
Helsinki, H9 |
Oct 27, 2025 Q3 2025 |
4,580
shares
|
$2.24 Million
0.3% of portfolio
|
Q3 2025
Reduced 1.27%
|
|
|
Mmbg Investment Advisors Co.
|
Nov 07, 2025 Q3 2025 |
4,575
shares
|
$2.24 Million
0.2% of portfolio
|
Q1 2024
Reduced 7.76%
|
|