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 |
|---|---|---|---|---|---|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
1,739
shares
|
$850,284
0.52% of portfolio
|
Q4 2022
New holding
|
|
|
Unigestion Holding Sa
|
Apr 10, 2025 Q1 2025 |
1,738
shares
|
$849,795
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Mendel Capital Management LLC
|
Oct 31, 2025 Q3 2025 |
1,737
shares
|
$849,306
0.45% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
1,737
shares
|
$849,306
0.13% of portfolio
|
Q4 2024
Added 1.05%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Nov 05, 2025 Q3 2025 |
1,730
shares
|
$845,883
0.33% of portfolio
|
Q3 2025
Reduced 1.03%
|
|
|
Griffin Asset Management, Inc.
|
Oct 16, 2025 Q3 2025 |
1,725
shares
|
$843,438
0.1% of portfolio
|
Q4 2024
Reduced 2.82%
|
|
|
Invera Wealth Advisors, LLC
Bend, OR |
Oct 29, 2025 Q3 2025 |
1,725
shares
|
$843,438
0.55% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Zega Investments, LLC
Palm Beach Gardens, FL |
Oct 27, 2025 Q3 2025 |
1,715
shares
|
$838,549
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Oct 22, 2025 Q3 2025 |
1,707
shares
|
$834,637
0.09% of portfolio
|
Q3 2025
Reduced 7.43%
|
|
|
Davidson Trust CO
|
Oct 20, 2025 Q3 2025 |
1,703
shares
|
$832,681
0.35% of portfolio
|
Q3 2025
Reduced 0.53%
|
|
|
Waters Parkerson & Co., LLC
|
Oct 28, 2025 Q3 2025 |
1,700
shares
|
$831,215
0.04% of portfolio
|
Q2 2025
Reduced 0.53%
|
|
|
Israel Discount Bank Of New York
New York, NY |
Nov 12, 2025 Q3 2025 |
1,700
shares
|
$831,215
2.52% of portfolio
|
Q1 2023
Reduced 0.58%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
1,698
shares
|
$830,237
0.07% of portfolio
|
Q3 2022
Added 0.12%
|
|
|
Fortis Capital Management LLC
|
Nov 10, 2025 Q3 2025 |
1,697
shares
|
$829,748
0.12% of portfolio
|
Q3 2025
Added 1.43%
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
1,691
shares
|
$826,814
0.06% of portfolio
|
Q4 2024
Added 2.55%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,687
shares
|
$824,858
0.02% of portfolio
|
Q2 2020
Added 11.02%
|
|
|
Iq Eq Fund Management (Ireland) LTD
|
Nov 05, 2025 Q3 2025 |
1,681
shares
|
$821,924
0.06% of portfolio
|
Q3 2025
Reduced 66.29%
|
|
|
Arcadia Investment Management Corp
|
Oct 27, 2025 Q3 2025 |
1,680
shares
|
$821,436
0.13% of portfolio
|
Q3 2017
New holding
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Oct 15, 2025 Q3 2025 |
1,674
shares
|
$818,502
0.18% of portfolio
|
Q3 2025
Added 52.74%
|
|
|
Permanent Capital Management, LP
Chicago, IL |
Jan 07, 2026 Q4 2025 |
1,667
shares
|
$815,079
0.17% of portfolio
|
Q4 2025
Reduced 1.83%
|
|
|
Jericho Financial, LLP
Westerville, OH |
Oct 29, 2025 Q3 2025 |
1,656
shares
|
$809,701
0.49% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Thomas White International LTD
Chicago, IL |
Aug 14, 2023 Q2 2023 |
1,649
shares
|
$806,278
0.14% of portfolio
|
Q2 2023
Reduced 21.36%
|
|
|
Sunflower Bank, N.A.
Denver, CO |
Jan 09, 2026 Q4 2025 |
1,642
shares
|
$802,855
0.24% of portfolio
|
Q4 2025
Reduced 4.81%
|
|
|
Jacobsen Capital Management
|
Oct 27, 2025 Q3 2025 |
1,641
shares
|
$802,366
0.27% of portfolio
|
Q3 2025
Reduced 0.06%
|
|
|
Alta Advisers LTD
|
Oct 31, 2025 Q3 2025 |
1,637
shares
|
$800,411
0.24% of portfolio
|
Q1 2025
Added 57.86%
|
|