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 |
|---|---|---|---|---|---|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
2,529
shares
|
$1.24 Million
0.12% of portfolio
|
Q1 2025
Added 16.28%
|
|
|
Tranquility Partners, LLC
|
Oct 30, 2025 Q3 2025 |
2,529
shares
|
$1.24 Million
0.42% of portfolio
|
Q3 2025
Reduced 1.33%
|
|
|
Heartland Bank & Trust CO
|
Nov 10, 2025 Q3 2025 |
2,523
shares
|
$1.23 Million
0.52% of portfolio
|
Q3 2025
Reduced 0.28%
|
|
|
Exchange Capital Management, Inc.
|
Jul 21, 2025 Q2 2025 |
2,516
shares
|
$1.23 Million
0.22% of portfolio
|
Q2 2025
Reduced 3.23%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 12, 2026 Q4 2025 |
2,514
shares
|
$1.23 Million
0.04% of portfolio
|
Q4 2025
Reduced 11.13%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Nov 12, 2025 Q3 2025 |
2,512
shares
|
$1.23 Million
0.15% of portfolio
|
Q3 2025
Added 7.95%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
2,498
shares
|
$1.22 Million
0.04% of portfolio
|
Q3 2025
Reduced 5.66%
|
|
|
Marshall Financial Group LLC
|
Jan 08, 2026 Q4 2025 |
2,497
shares
|
$1.22 Million
0.27% of portfolio
|
Q3 2025
Reduced 0.99%
|
|
|
Ctc Capital Management, LLC
|
May 05, 2023 Q1 2023 |
2,494
shares
|
$1.22 Million
1.82% of portfolio
|
Q1 2023
New holding
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
2,494
shares
|
$1.22 Million
0.08% of portfolio
|
Q4 2022
Reduced 1.77%
|
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Nov 10, 2025 Q3 2025 |
2,492
shares
|
$1.22 Million
0.33% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
Stenger Family Office, LLC
Naperville, IL |
Oct 29, 2025 Q3 2025 |
2,487
shares
|
$1.22 Million
0.25% of portfolio
|
Q3 2025
Added 17.31%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 03, 2025 Q3 2025 |
2,470
shares
|
$1.21 Million
0.33% of portfolio
|
Q3 2025
Added 14.4%
|
|
|
Aafmaa Wealth Management & Trust LLC
|
Jan 07, 2026 Q4 2025 |
2,469
shares
|
$1.21 Million
0.46% of portfolio
|
Q4 2025
Added 14.62%
|
|
|
Stance Capital LLC
Boston, MA |
Nov 18, 2025 Q3 2025 |
2,469
shares
|
$1.21 Million
0.44% of portfolio
|
Q3 2025
Reduced 4.93%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 13, 2025 Q3 2025 |
2,457
shares
|
$1.2 Million
0.08% of portfolio
|
Q3 2025
Added 1.87%
|
|
|
Deltec Asset Management LLC
|
Oct 24, 2025 Q3 2025 |
2,450
shares
|
$1.2 Million
0.22% of portfolio
|
Q2 2025
New holding
|
|
|
Channing Global Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
2,445
shares
|
$1.2 Million
0.91% of portfolio
|
Q3 2025
Reduced 19.09%
|
|
|
Procyon Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
2,443
shares
|
$1.19 Million
0.02% of portfolio
|
Q4 2025
Added 6.22%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Nov 06, 2025 Q3 2025 |
2,422
shares
|
$1.18 Million
0.12% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Nov 12, 2025 Q3 2025 |
2,412
shares
|
$1.18 Million
0.04% of portfolio
|
Q3 2025
Added 17.09%
|
|
|
Sageworth Trust CO
|
Nov 07, 2025 Q3 2025 |
2,411
shares
|
$1.18 Million
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Nov 18, 2025 Q3 2025 |
2,410
shares
|
$1.18 Million
0.05% of portfolio
|
Q3 2025
Reduced 11.07%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
2,396
shares
|
$1.17 Million
0.01% of portfolio
|
Q3 2023
Added 10.11%
|
|
|
Spearhead Capital Advisors, LLC
Wellington, FL |
Nov 08, 2022 Q3 2022 |
2,392
shares
|
$1.17 Million
0.79% of portfolio
|
Q3 2022
Reduced 89.94%
|
|