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 |
|---|---|---|---|---|---|
|
West Family Investments, Inc.
Carlsbad, CA |
Nov 10, 2025 Q3 2025 |
1,535
shares
|
$750,538
0.17% of portfolio
|
Q3 2025
Added 1.25%
|
|
|
My Legacy Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
1,527
shares
|
$746,626
0.3% of portfolio
|
Q2 2025
Reduced 3.6%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 27, 2025 Q3 2025 |
1,524
shares
|
$745,159
0.25% of portfolio
|
Q3 2025
Reduced 0.59%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Nov 04, 2025 Q3 2025 |
1,522
shares
|
$744,181
0.19% of portfolio
|
Q3 2025
Added 7.87%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Nov 17, 2025 Q3 2025 |
1,513
shares
|
$739,781
0.02% of portfolio
|
Q3 2025
Added 32.95%
|
|
|
Nova R Wealth, Inc.
|
Jan 14, 2026 Q4 2025 |
1,508
shares
|
$737,336
0.29% of portfolio
|
Q3 2025
Added 1.07%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 12, 2025 Q3 2025 |
1,506
shares
|
$736,358
0.02% of portfolio
|
Q3 2025
Reduced 5.46%
|
|
|
Aprio Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
1,504
shares
|
$735,380
0.08% of portfolio
|
Q3 2025
Added 2.17%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Oct 27, 2025 Q3 2025 |
1,504
shares
|
$735,380
0.04% of portfolio
|
Q3 2025
Reduced 60.06%
|
|
|
Petros Family Wealth, LLC
Bloomington, MN |
Jan 14, 2026 Q4 2025 |
1,501
shares
|
$733,913
0.52% of portfolio
|
Q4 2025
Added 37.45%
|
|
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
Nov 10, 2025 Q3 2025 |
1,500
shares
|
$733,425
0.37% of portfolio
|
Q3 2025
New holding
|
|
|
New Hampshire Trust
Concord, NH |
Oct 16, 2025 Q3 2025 |
1,500
shares
|
$733,425
0.14% of portfolio
|
Q3 2025
Added 1.42%
|
|
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
Nov 12, 2025 Q3 2025 |
1,500
shares
|
$733,425
0.11% of portfolio
|
Q3 2025
Added 56.25%
|
|
|
Csenge Advisory Group
|
Oct 28, 2025 Q3 2025 |
1,499
shares
|
$732,936
0.04% of portfolio
|
Q3 2025
Reduced 43.71%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Oct 28, 2025 Q3 2025 |
1,499
shares
|
$732,936
0.23% of portfolio
|
Q3 2025
Reduced 29.99%
|
|
|
Conestoga Capital Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
1,496
shares
|
$731,469
0.01% of portfolio
|
Q1 2025
Added 1.36%
|
|
|
Fedenia Advisers LLC
Madison, WI |
Nov 04, 2025 Q3 2025 |
1,495
shares
|
$730,980
0.29% of portfolio
|
Q3 2025
Added 28.77%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
Nov 13, 2025 Q3 2025 |
1,494
shares
|
$730,491
0.11% of portfolio
|
Q3 2025
Added 8.65%
|
|
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
Nov 13, 2025 Q3 2025 |
1,484
shares
|
$725,601
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Oct 17, 2025 Q3 2025 |
1,466
shares
|
$716,800
0.08% of portfolio
|
Q3 2025
Added 35.12%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Oct 10, 2025 Q3 2025 |
1,465
shares
|
$716,311
0.02% of portfolio
|
Q3 2025
Reduced 1.35%
|
|
|
J. W. Coons Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
1,462
shares
|
$714,844
0.18% of portfolio
|
Q2 2025
Added 3.54%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Nov 10, 2025 Q3 2025 |
1,461
shares
|
$714,355
0.09% of portfolio
|
Q3 2025
Added 1.04%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jan 15, 2026 Q4 2025 |
1,458
shares
|
$712,889
0.07% of portfolio
|
Q4 2025
Added 17.58%
|
|
|
Regent Investment Management LLC
|
Jan 26, 2023 Q4 2022 |
1,455
shares
|
$711,422
0.13% of portfolio
|
Q4 2022
Added 61.67%
|
|