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 |
|---|---|---|---|---|---|
|
Fiduciary Family Office, LLC
Boca Raton, FL |
Oct 29, 2025 Q3 2025 |
1,257
shares
|
$614,610
0.17% of portfolio
|
Q3 2025
Reduced 12.04%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Nov 12, 2025 Q3 2025 |
1,248
shares
|
$610,209
0.07% of portfolio
|
Q3 2025
Added 1.46%
|
|
|
Fukoku Mutual Life Insurance CO
|
Nov 12, 2025 Q3 2025 |
1,242
shares
|
$607,275
0.04% of portfolio
|
Q3 2025
Reduced 17.03%
|
|
|
Joule Financial, LLC
|
Nov 03, 2025 Q3 2025 |
1,233
shares
|
$602,875
0.18% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
1,228
shares
|
$600,430
0.05% of portfolio
|
Q1 2025
Added 10.93%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Jan 16, 2026 Q4 2025 |
1,225
shares
|
$598,963
0.13% of portfolio
|
Q4 2025
Reduced 7.34%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Nov 14, 2025 Q3 2025 |
1,223
shares
|
$597,985
0.0% of portfolio
|
Q3 2025
Reduced 1.77%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
1,218
shares
|
$595,541
0.03% of portfolio
|
Q3 2025
Reduced 2.25%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Jan 12, 2026 Q4 2025 |
1,215
shares
|
$594,074
0.01% of portfolio
|
Q4 2025
Reduced 1.38%
|
|
|
Gyroscope Capital Management Group, LLC
|
Nov 13, 2023 Q3 2023 |
1,211
shares
|
$592,118
0.1% of portfolio
|
Q3 2023
Added 51.38%
|
|
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
Nov 13, 2025 Q3 2025 |
1,211
shares
|
$592,118
0.12% of portfolio
|
Q3 2025
Reduced 26.52%
|
|
|
Stratos Wealth Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
1,205
shares
|
$589,184
0.03% of portfolio
|
Q3 2025
Added 21.11%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
1,204
shares
|
$588,695
0.01% of portfolio
|
Q4 2024
Reduced 1.01%
|
|
|
Country Club Bank
|
Oct 07, 2025 Q3 2025 |
1,200
shares
|
$586,740
0.04% of portfolio
|
Q3 2025
Reduced 0.5%
|
|
|
Signet Investment Advisory Group, Inc.
|
Nov 06, 2025 Q3 2025 |
1,200
shares
|
$586,740
0.28% of portfolio
|
Q1 2025
Reduced 5.59%
|
|
|
1248 Management, LLC
Kansas City, MO |
Nov 14, 2025 Q3 2025 |
1,195
shares
|
$584,295
0.33% of portfolio
|
Q3 2025
Reduced 28.61%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
1,183
shares
|
$578,427
0.08% of portfolio
|
Q1 2024
Reduced 26.29%
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
1,178
shares
|
$575,983
0.06% of portfolio
|
Q4 2025
Reduced 15.37%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 08, 2025 Q3 2025 |
1,177
shares
|
$575,494
0.04% of portfolio
|
Q3 2025
Added 0.77%
|
|
|
Paulson Wealth Management Inc.
|
Nov 03, 2025 Q3 2025 |
1,172
shares
|
$573,049
0.14% of portfolio
|
Q4 2024
Added 2.36%
|
|
|
Aegon Asset Management Uk PLC
|
Oct 31, 2025 Q3 2025 |
1,164
shares
|
$569,137
0.01% of portfolio
|
Q3 2025
Added 120.45%
|
|
|
Smith Shellnut Wilson LLC
|
Oct 27, 2025 Q3 2025 |
1,160
shares
|
$567,182
0.22% of portfolio
|
Q3 2025
New holding
|
|
|
Woodstock Corp
|
Jan 14, 2026 Q4 2025 |
1,149
shares
|
$561,803
0.05% of portfolio
|
Q4 2025
Added 0.26%
|
|
|
Red Door Wealth Management, LLC
|
Oct 10, 2025 Q3 2025 |
1,149
shares
|
$561,803
0.06% of portfolio
|
Q2 2025
Added 3.7%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
1,143
shares
|
$558,869
0.18% of portfolio
|
Q3 2025
Reduced 3.05%
|
|