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 |
|---|---|---|---|---|---|
|
Members Trust CO
|
Jan 15, 2026 Q4 2025 |
2,388
shares
|
$1.17 Million
0.04% of portfolio
|
Q4 2025
Added 0.42%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
2,370
shares
|
$1.16 Million
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
2,361
shares
|
$1.15 Million
0.03% of portfolio
|
Q3 2025
Reduced 3.99%
|
|
|
Congress Asset Management CO
|
Jan 09, 2026 Q4 2025 |
2,359
shares
|
$1.15 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.56%
|
|
|
Camden Capital, LLC
|
Nov 13, 2025 Q3 2025 |
2,357
shares
|
$1.15 Million
0.06% of portfolio
|
Q3 2025
Added 71.17%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Nov 04, 2025 Q3 2025 |
2,341
shares
|
$1.14 Million
0.15% of portfolio
|
Q3 2025
Added 5.59%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 06, 2025 Q3 2025 |
2,332
shares
|
$1.14 Million
0.05% of portfolio
|
Q3 2025
Added 42.54%
|
|
|
Btg Pactual Global Asset Management LTD
New York, NY |
May 15, 2024 Q1 2024 |
2,331
shares
|
$1.14 Million
0.17% of portfolio
|
Q1 2024
New holding
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Jan 08, 2026 Q4 2025 |
2,331
shares
|
$1.14 Million
0.31% of portfolio
|
Q4 2025
Added 1.13%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 30, 2025 Q3 2025 |
2,329
shares
|
$1.14 Million
0.09% of portfolio
|
Q3 2025
Added 35.8%
|
|
|
Avestar Capital, LLC
|
Nov 07, 2025 Q3 2025 |
2,321
shares
|
$1.13 Million
0.08% of portfolio
|
Q3 2025
Reduced 15.38%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
2,311
shares
|
$1.13 Million
0.03% of portfolio
|
Q4 2023
Added 0.78%
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
Nov 12, 2025 Q3 2025 |
2,297
shares
|
$1.12 Million
0.16% of portfolio
|
Q2 2024
Added 59.62%
|
|
|
Panagora Asset Management Inc
Boston, MA |
Nov 13, 2025 Q3 2025 |
2,282
shares
|
$1.12 Million
0.0% of portfolio
|
Q3 2025
Reduced 96.3%
|
|
|
Lincoln Capital LLC
|
Jan 08, 2026 Q4 2025 |
2,267
shares
|
$1.11 Million
0.21% of portfolio
|
Q4 2025
Reduced 0.22%
|
|
|
Howard Capital Management Inc.
|
Nov 03, 2025 Q3 2025 |
2,267
shares
|
$1.11 Million
0.01% of portfolio
|
Q3 2025
Added 3.09%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 04, 2025 Q3 2025 |
2,250
shares
|
$1.1 Million
0.08% of portfolio
|
Q3 2025
Added 1.81%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
2,240
shares
|
$1.1 Million
0.07% of portfolio
|
Q3 2025
Reduced 6.08%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
2,236
shares
|
$1.09 Million
0.41% of portfolio
|
Q3 2024
New holding
|
|
|
Finivi Inc.
Westborough, MA |
Dec 19, 2025 Q3 2025 |
2,230
shares
|
$1.09 Million
0.69% of portfolio
|
Q3 2025
Added 2.06%
|
|
|
Buttonwood Financial Advisors Inc.
|
Oct 21, 2025 Q3 2025 |
2,225
shares
|
$1.09 Million
0.39% of portfolio
|
Q3 2025
Added 56.25%
|
|
|
My Purposeful Wealth Corp.
Omaha, NE |
Oct 22, 2025 Q3 2025 |
2,225
shares
|
$1.09 Million
0.32% of portfolio
|
Q3 2025
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
2,224
shares
|
$1.09 Million
0.15% of portfolio
|
Q3 2025
Added 0.59%
|
|
|
Baker Avenue Asset Management, LP
|
Oct 30, 2025 Q3 2025 |
2,213
shares
|
$1.08 Million
0.02% of portfolio
|
Q3 2025
Reduced 5.31%
|
|
|
Legacy Wealth Asset Management, LLC
|
Jan 12, 2026 Q4 2025 |
2,203
shares
|
$1.08 Million
0.31% of portfolio
|
Q4 2025
Added 4.61%
|
|