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 |
|---|---|---|---|---|---|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 14, 2025 Q3 2025 |
4,559
shares
|
$2.23 Million
0.16% of portfolio
|
Q3 2025
Reduced 0.68%
|
|
|
K.J. Harrison & Partners Inc
|
Nov 10, 2025 Q3 2025 |
4,530
shares
|
$2.21 Million
0.35% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Cypress Capital Group
|
Nov 03, 2025 Q3 2025 |
4,520
shares
|
$2.21 Million
0.27% of portfolio
|
Q3 2025
Reduced 6.36%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 31, 2025 Q3 2025 |
4,491
shares
|
$2.2 Million
0.11% of portfolio
|
Q2 2025
Added 14.83%
|
|
|
Cordatus Wealth Management LLC
Newtown, PA |
Oct 22, 2025 Q3 2025 |
4,485
shares
|
$2.19 Million
0.52% of portfolio
|
Q3 2025
Reduced 1.23%
|
|
|
Qtron Investments LLC
Boston, MA |
Nov 14, 2025 Q3 2025 |
4,475
shares
|
$2.19 Million
0.28% of portfolio
|
Q3 2025
Reduced 11.49%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Nov 12, 2025 Q3 2025 |
4,461
shares
|
$2.18 Million
0.24% of portfolio
|
Q3 2025
Added 1.48%
|
|
|
Welch & Forbes LLC
|
Nov 03, 2025 Q3 2025 |
4,434
shares
|
$2.17 Million
0.03% of portfolio
|
Q3 2025
Added 296.96%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jan 15, 2026 Q4 2025 |
4,401
shares
|
$2.15 Million
0.08% of portfolio
|
Q4 2025
Reduced 5.72%
|
|
|
Fieldview Capital Management, LLC
Niles, MI |
Nov 13, 2025 Q3 2025 |
4,400
shares
|
$2.15 Million
0.35% of portfolio
|
Q3 2025
New holding
|
|
|
Voleon Capital Management LP
Berkeley, CA |
Nov 14, 2025 Q3 2025 |
4,359
shares
|
$2.13 Million
0.05% of portfolio
|
Q3 2025
Reduced 31.35%
|
|
|
Ern LLC
|
Jul 13, 2022 Q2 2022 |
4,344
shares
|
$2.12 Million
1.64% of portfolio
|
Q2 2022
New holding
|
|
|
Inverness Counsel LLC
|
Oct 26, 2022 Q3 2022 |
4,340
shares
|
$2.12 Million
0.07% of portfolio
|
Q3 2022
Added 7.35%
|
|
|
Prosperity Consulting Group, LLC
|
Nov 14, 2025 Q3 2025 |
4,329
shares
|
$2.12 Million
0.11% of portfolio
|
Q3 2025
Reduced 18.37%
|
|
|
Rodgers Brothers Inc.
Harmony, PA |
Nov 12, 2025 Q3 2025 |
4,315
shares
|
$2.11 Million
0.28% of portfolio
|
Q1 2025
Reduced 5.48%
|
|
|
Decatur Capital Management, Inc.
Decatur, GA |
Nov 13, 2025 Q3 2025 |
4,289
shares
|
$2.1 Million
0.83% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Profund Advisors LLC
|
Nov 05, 2025 Q3 2025 |
4,288
shares
|
$2.1 Million
0.07% of portfolio
|
Q3 2025
Added 8.89%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 10, 2025 Q3 2025 |
4,286
shares
|
$2.1 Million
0.04% of portfolio
|
Q3 2025
Added 117.78%
|
|
|
Accurate Wealth Management, LLC
|
Jan 13, 2026 Q4 2025 |
4,254
shares
|
$2.08 Million
0.3% of portfolio
|
Q4 2025
Reduced 18.93%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
4,233
shares
|
$2.07 Million
0.12% of portfolio
|
Q3 2023
New holding
|
|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Feb 13, 2025 Q4 2024 |
4,209
shares
|
$2.06 Million
0.86% of portfolio
|
Q4 2024
Reduced 0.82%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Oct 28, 2025 Q3 2025 |
4,182
shares
|
$2.04 Million
0.05% of portfolio
|
Q3 2025
Added 11.67%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
4,181
shares
|
$2.04 Million
0.24% of portfolio
|
Q1 2024
New holding
|
|
|
Ims Capital Management
|
Nov 17, 2025 Q3 2025 |
4,167
shares
|
$2.04 Million
0.96% of portfolio
|
Q3 2025
Reduced 1.16%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
4,166
shares
|
$2.04 Million
0.16% of portfolio
|
Q3 2024
Added 1.39%
|
|