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 |
|---|---|---|---|---|---|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
3,573
shares
|
$1.75 Million
0.03% of portfolio
|
Q3 2025
Reduced 8.27%
|
|
|
Lecap Asset Management LTD
London, X0 |
Oct 23, 2025 Q3 2025 |
3,535
shares
|
$1.73 Million
0.6% of portfolio
|
Q3 2025
New holding
|
|
|
Trust Asset Management LLC
Houston, TX |
Jan 13, 2026 Q4 2025 |
3,533
shares
|
$1.73 Million
0.12% of portfolio
|
Q4 2025
Reduced 3.68%
|
|
|
Broadwater Capital Management LLC
Boston, MA |
Oct 30, 2025 Q3 2025 |
3,520
shares
|
$1.72 Million
1.25% of portfolio
|
Q4 2023
New holding
|
|
|
Main Street Financial Solutions, LLC
|
Nov 14, 2025 Q3 2025 |
3,485
shares
|
$1.7 Million
0.11% of portfolio
|
Q3 2025
Added 8.5%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
3,470
shares
|
$1.7 Million
0.14% of portfolio
|
Q3 2025
Added 17.03%
|
|
|
Barden Capital Management, Inc.
|
Jan 06, 2026 Q4 2025 |
3,469
shares
|
$1.7 Million
1.41% of portfolio
|
Q4 2025
Added 0.14%
|
|
|
Jacobi Capital Management LLC
|
Nov 07, 2025 Q3 2025 |
3,461
shares
|
$1.69 Million
0.11% of portfolio
|
Q3 2025
Added 3.25%
|
|
|
Virtus Investment Advisers, Inc.
Hartford, CT |
Nov 13, 2025 Q3 2025 |
3,451
shares
|
$1.69 Million
0.51% of portfolio
|
Q3 2025
Added 19.58%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
3,444
shares
|
$1.68 Million
1.11% of portfolio
|
Q1 2023
Added 5.32%
|
|
|
Boston Trust Walden Corp
|
Oct 17, 2025 Q3 2025 |
3,430
shares
|
$1.68 Million
0.01% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
Nov 04, 2025 Q3 2025 |
3,422
shares
|
$1.67 Million
0.98% of portfolio
|
Q3 2025
Added 6.11%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
3,408
shares
|
$1.67 Million
0.07% of portfolio
|
Q3 2022
New holding
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
3,406
shares
|
$1.67 Million
0.01% of portfolio
|
Q3 2025
Reduced 3.38%
|
|
|
Oak Thistle LLC
|
Oct 06, 2025 Q3 2025 |
3,351
shares
|
$1.64 Million
0.26% of portfolio
|
Q3 2025
Reduced 17.14%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 24, 2025 Q3 2025 |
3,338
shares
|
$1.63 Million
0.03% of portfolio
|
Q3 2025
Added 7.75%
|
|
|
Geneva Capital Management LLC
|
Nov 13, 2025 Q3 2025 |
3,331
shares
|
$1.63 Million
0.03% of portfolio
|
Q3 2025
Added 19.31%
|
|
|
Tealwood Asset Management Inc
|
Jan 07, 2026 Q4 2025 |
3,320
shares
|
$1.62 Million
0.78% of portfolio
|
Q4 2025
Reduced 0.51%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
3,283
shares
|
$1.61 Million
0.02% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Gryphon Financial Partners LLC
|
Jan 08, 2026 Q4 2025 |
3,277
shares
|
$1.6 Million
0.18% of portfolio
|
Q4 2025
Added 7.23%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Oct 23, 2025 Q3 2025 |
3,271
shares
|
$1.6 Million
0.13% of portfolio
|
Q3 2025
Reduced 3.14%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
3,247
shares
|
$1.59 Million
0.34% of portfolio
|
Q3 2023
Added 1.31%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Jan 09, 2026 Q4 2025 |
3,231
shares
|
$1.58 Million
0.38% of portfolio
|
Q4 2025
Added 0.15%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
3,226
shares
|
$1.58 Million
0.18% of portfolio
|
Q3 2025
Reduced 5.23%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 13, 2025 Q3 2025 |
3,223
shares
|
$1.58 Million
0.09% of portfolio
|
Q3 2025
Added 0.62%
|
|