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 |
|---|---|---|---|---|---|
|
Venturi Wealth Management, LLC
Austin, TX |
Oct 23, 2025 Q3 2025 |
1,957
shares
|
$956,875
0.05% of portfolio
|
Q3 2025
Reduced 18.32%
|
|
|
Outlook Wealth Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
1,955
shares
|
$955,897
0.29% of portfolio
|
Q3 2025
Reduced 0.41%
|
|
|
Bridgewater Advisors Inc.
|
Nov 07, 2025 Q3 2025 |
1,955
shares
|
$955,897
0.07% of portfolio
|
Q3 2025
Added 1.77%
|
|
|
Pds Planning, Inc
|
Oct 21, 2025 Q3 2025 |
1,950
shares
|
$953,452
0.07% of portfolio
|
Q3 2025
Added 2.25%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Nov 10, 2025 Q3 2025 |
1,948
shares
|
$952,474
0.2% of portfolio
|
Q3 2025
Reduced 4.13%
|
|
|
Bruderman Asset Management, LLC
Locust Valley, NY |
Aug 15, 2022 Q2 2022 |
1,944
shares
|
$950,518
1.18% of portfolio
|
Q2 2022
Reduced 2.21%
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 14, 2025 Q3 2025 |
1,937
shares
|
$947,096
0.04% of portfolio
|
Q3 2025
Reduced 68.76%
|
|
|
Paragon Private Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
1,935
shares
|
$946,118
0.33% of portfolio
|
Q3 2025
Added 47.6%
|
|
|
Ov Management LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
1,931
shares
|
$944,162
0.8% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Seeds Investor LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
1,928
shares
|
$942,695
0.2% of portfolio
|
Q3 2025
Reduced 0.82%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
1,925
shares
|
$941,228
0.15% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
1,925
shares
|
$941,228
0.03% of portfolio
|
Q3 2025
Reduced 2.97%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
1,914
shares
|
$935,850
0.09% of portfolio
|
Q1 2025
Added 0.74%
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
Oct 09, 2025 Q3 2025 |
1,912
shares
|
$934,872
0.09% of portfolio
|
Q3 2025
Reduced 2.65%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Oct 15, 2025 Q3 2025 |
1,908
shares
|
$932,916
0.12% of portfolio
|
Q3 2025
Added 4.61%
|
|
|
Crestmont Private Wealth LLC
|
Nov 12, 2025 Q3 2025 |
1,897
shares
|
$927,538
0.31% of portfolio
|
Q3 2025
Added 12.78%
|
|
|
Values First Advisors, Inc.
|
Oct 21, 2025 Q3 2025 |
1,896
shares
|
$927,049
0.52% of portfolio
|
Q3 2025
Reduced 1.4%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
1,892
shares
|
$925,093
0.04% of portfolio
|
Q3 2025
Reduced 1.97%
|
|
|
Slate Stone Wealth, LLC
|
Nov 05, 2025 Q3 2025 |
1,892
shares
|
$925,093
0.08% of portfolio
|
Q3 2025
Added 0.91%
|
|
|
R Squared LTD
Central, K3 |
Nov 12, 2025 Q3 2025 |
1,887
shares
|
$922,648
0.4% of portfolio
|
Q3 2025
New holding
|
|
|
Roberts Capital Advisors, LLC
Denver, CO |
Nov 13, 2025 Q3 2025 |
1,874
shares
|
$916,292
1.05% of portfolio
|
Q1 2024
Reduced 6.72%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 07, 2025 Q3 2025 |
1,871
shares
|
$914,825
0.01% of portfolio
|
Q3 2025
Added 0.75%
|
|
|
Washington Trust Bank
|
Oct 24, 2025 Q3 2025 |
1,865
shares
|
$911,891
0.07% of portfolio
|
Q2 2025
Reduced 1.74%
|
|
|
River Park Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
1,865
shares
|
$911,891
0.75% of portfolio
|
Q3 2025
Reduced 1.58%
|
|
|
Machina Capital S.A.S.
Paris, I0 |
Nov 04, 2025 Q3 2025 |
1,858
shares
|
$908,469
0.17% of portfolio
|
Q3 2025
Reduced 58.9%
|
|