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 |
|---|---|---|---|---|---|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 13, 2026 Q4 2025 |
2,192
shares
|
$1.07 Million
0.12% of portfolio
|
Q4 2025
Reduced 91.47%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jan 14, 2026 Q4 2025 |
2,190
shares
|
$1.07 Million
0.07% of portfolio
|
Q4 2025
Reduced 0.95%
|
|
|
Cooper Investors Pty LTD
Melbourne, Victoria, C3 |
Jan 14, 2026 Q4 2025 |
2,188
shares
|
$1.07 Million
0.38% of portfolio
|
Q4 2025
Added 27.21%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2025 Q3 2025 |
2,187
shares
|
$1.07 Million
0.03% of portfolio
|
Q3 2025
Added 15.65%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
2,183
shares
|
$1.07 Million
0.18% of portfolio
|
Q3 2025
Added 6.13%
|
|
|
Cvfg LLC
Shelbyville, IN |
Nov 10, 2025 Q3 2025 |
2,179
shares
|
$1.07 Million
0.77% of portfolio
|
Q3 2025
Reduced 0.23%
|
|
|
Peterson Wealth Services
|
Nov 04, 2025 Q3 2025 |
2,178
shares
|
$1.06 Million
0.25% of portfolio
|
Q3 2025
Added 193.93%
|
|
|
First Bank & Trust
|
Jan 12, 2026 Q4 2025 |
2,177
shares
|
$1.06 Million
0.18% of portfolio
|
Q4 2025
Reduced 2.42%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Nov 07, 2025 Q3 2025 |
2,175
shares
|
$1.06 Million
0.19% of portfolio
|
Q3 2025
Reduced 4.52%
|
|
|
Monterey Private Wealth, Inc.
|
May 14, 2025 Q1 2025 |
2,171
shares
|
$1.06 Million
0.33% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Ironwood Investment Counsel, LLC
|
Nov 05, 2025 Q3 2025 |
2,165
shares
|
$1.06 Million
0.16% of portfolio
|
Q3 2025
Reduced 97.08%
|
|
|
Paradigm Financial Partners, LLC
|
Nov 12, 2025 Q3 2025 |
2,151
shares
|
$1.05 Million
0.11% of portfolio
|
Q3 2025
Reduced 67.93%
|
|
|
Concentric Capital Strategies, LP
Stamford, CT |
Nov 14, 2025 Q3 2025 |
2,151
shares
|
$1.05 Million
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
2,150
shares
|
$1.05 Million
0.03% of portfolio
|
Q3 2025
Added 14.42%
|
|
|
Smart Money Group LLC
|
Nov 12, 2025 Q3 2025 |
2,136
shares
|
$1.04 Million
0.85% of portfolio
|
Q3 2025
Added 3.89%
|
|
|
Cwa Asset Management Group, LLC
|
Jan 07, 2026 Q4 2025 |
2,134
shares
|
$1.04 Million
0.04% of portfolio
|
Q4 2025
Reduced 12.72%
|
|
|
Andesa Financial Management Inc.
|
May 04, 2023 Q1 2023 |
2,134
shares
|
$1.04 Million
0.22% of portfolio
|
Q1 2023
Added 76.36%
|
|
|
Boothbay Fund Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
2,134
shares
|
$1.04 Million
0.02% of portfolio
|
Q3 2025
Added 130.95%
|
|
|
Allred Capital Management, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
2,130
shares
|
$1.04 Million
0.37% of portfolio
|
Q3 2025
Added 14.64%
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
2,128
shares
|
$1.04 Million
0.02% of portfolio
|
Q3 2025
Added 2.31%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
2,125
shares
|
$1.04 Million
0.03% of portfolio
|
Q3 2025
Reduced 21.64%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2025 Q3 2025 |
2,124
shares
|
$1.04 Million
0.06% of portfolio
|
Q3 2025
Added 12.38%
|
|
|
Jump Financial, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
2,123
shares
|
$1.04 Million
0.01% of portfolio
|
Q3 2025
Added 102.77%
|
|
|
First National Corp
|
Oct 27, 2025 Q3 2025 |
2,120
shares
|
$1.04 Million
0.2% of portfolio
|
Q3 2025
Reduced 8.78%
|
|
|
Gts Securities LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
2,117
shares
|
$1.04 Million
0.04% of portfolio
|
Q3 2025
Added 107.35%
|
|