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 |
|---|---|---|---|---|---|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
4,156
shares
|
$2.03 Million
0.07% of portfolio
|
Q3 2025
Added 17.47%
|
|
|
Exchange Traded Concepts, LLC
|
Jan 14, 2026 Q4 2025 |
4,145
shares
|
$2.03 Million
0.02% of portfolio
|
Q4 2025
Added 7.8%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
4,132
shares
|
$2.02 Million
0.1% of portfolio
|
Q2 2022
Added 65.15%
|
|
|
Lowell Blake & Associates Inc.
Boston, MA |
Nov 13, 2023 Q3 2023 |
4,112
shares
|
$2.01 Million
0.11% of portfolio
|
Q3 2023
Added 79.8%
|
|
|
Peloton Wealth Strategists
Indianapolis, IN |
Nov 17, 2025 Q3 2025 |
4,085
shares
|
$2 Million
0.81% of portfolio
|
Q3 2025
Reduced 7.16%
|
|
|
Excalibur Management Corp
|
Nov 07, 2025 Q3 2025 |
4,081
shares
|
$2 Million
0.73% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
4,072
shares
|
$1.99 Million
0.97% of portfolio
|
Q2 2023
Reduced 1.43%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
4,070
shares
|
$1.99 Million
0.05% of portfolio
|
Q3 2025
Added 0.89%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Nov 05, 2025 Q3 2025 |
4,065
shares
|
$1.99 Million
0.47% of portfolio
|
Q3 2025
Reduced 5.27%
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
4,063
shares
|
$1.99 Million
0.76% of portfolio
|
Q1 2024
Added 6.42%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
4,056
shares
|
$1.98 Million
0.09% of portfolio
|
Q3 2025
Added 2.22%
|
|
|
Ashford Capital Management Inc
Wilmington, DE |
Nov 14, 2025 Q3 2025 |
4,043
shares
|
$1.98 Million
0.26% of portfolio
|
Q3 2025
Reduced 7.82%
|
|
|
Bank Of Hawaii
Honolulu, HI |
Nov 13, 2025 Q3 2025 |
4,041
shares
|
$1.98 Million
0.1% of portfolio
|
Q3 2025
Reduced 2.25%
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
Oct 23, 2025 Q3 2025 |
4,016
shares
|
$1.96 Million
0.72% of portfolio
|
Q3 2025
Added 11.74%
|
|
|
Avitas Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
3,998
shares
|
$1.95 Million
0.28% of portfolio
|
Q4 2024
Reduced 0.67%
|
|
|
Alyeska Investment Group, L.P.
Chicago, IL |
Nov 14, 2025 Q3 2025 |
3,995
shares
|
$1.95 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Platform Technology Partners
|
Oct 29, 2025 Q3 2025 |
3,990
shares
|
$1.95 Million
0.5% of portfolio
|
Q3 2025
Added 8.1%
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
3,976
shares
|
$1.94 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Lvw Advisors, LLC
|
Jan 14, 2026 Q4 2025 |
3,972
shares
|
$1.94 Million
0.21% of portfolio
|
Q4 2025
Reduced 8.58%
|
|
|
Spire Wealth Management
|
Jan 14, 2026 Q4 2025 |
3,964
shares
|
$1.94 Million
0.07% of portfolio
|
Q4 2025
Added 25.88%
|
|
|
Lederer & Associates Investment Counsel
Long Beach, CA |
Oct 24, 2025 Q3 2025 |
3,961
shares
|
$1.94 Million
1.25% of portfolio
|
Q3 2025
Reduced 7.3%
|
|
|
Parsons Capital Management Inc
|
Jan 13, 2026 Q4 2025 |
3,954
shares
|
$1.93 Million
0.11% of portfolio
|
Q4 2025
Reduced 2.1%
|
|
|
Peak6 LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
3,946
shares
|
$1.93 Million
0.0% of portfolio
|
Q3 2025
Added 197200.0%
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
3,945
shares
|
$1.93 Million
0.06% of portfolio
|
Q3 2025
Added 62.55%
|
|
|
Flagship Harbor Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
3,942
shares
|
$1.93 Million
0.09% of portfolio
|
Q2 2024
Added 6.49%
|
|