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 |
|---|---|---|---|---|---|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Oct 30, 2025 Q3 2025 |
932
shares
|
$455,701
0.01% of portfolio
|
Q3 2025
Reduced 1.17%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Jan 16, 2026 Q4 2025 |
932
shares
|
$455,701
0.08% of portfolio
|
Q4 2025
Reduced 1.69%
|
|
|
Lafayette Investments, Inc.
|
Nov 06, 2025 Q3 2025 |
931
shares
|
$455,212
0.09% of portfolio
|
Q3 2025
Added 11.23%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Nov 12, 2025 Q3 2025 |
930
shares
|
$454,723
0.04% of portfolio
|
Q3 2025
Added 2.09%
|
|
|
Tenon Financial LLC
Metuchen, NJ |
Jan 16, 2026 Q4 2025 |
928
shares
|
$453,745
0.2% of portfolio
|
Q1 2024
New holding
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Nov 13, 2025 Q3 2025 |
925
shares
|
$452,278
0.12% of portfolio
|
Q3 2025
Reduced 1.49%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
922
shares
|
$450,811
0.06% of portfolio
|
Q3 2024
Reduced 9.87%
|
|
|
Napatree Capital LLC
Westerly, RI |
May 02, 2025 Q1 2025 |
922
shares
|
$450,811
0.26% of portfolio
|
Q1 2025
Added 32.09%
|
|
|
Xml Financial, LLC
|
Oct 20, 2025 Q3 2025 |
921
shares
|
$450,322
0.04% of portfolio
|
Q2 2025
Added 5.74%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 10, 2025 Q3 2025 |
920
shares
|
$449,834
0.09% of portfolio
|
Q3 2025
Added 0.88%
|
|
|
Alpha Family Trust
Los Angeles, CA |
Nov 12, 2025 Q3 2025 |
920
shares
|
$449,834
0.21% of portfolio
|
Q1 2023
Reduced 11.54%
|
|
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
Oct 31, 2025 Q3 2025 |
920
shares
|
$449,834
0.21% of portfolio
|
Q3 2025
New holding
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Oct 15, 2025 Q3 2025 |
916
shares
|
$447,878
0.39% of portfolio
|
Q3 2025
Reduced 5.66%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 14, 2025 Q3 2025 |
915
shares
|
$447,389
0.15% of portfolio
|
Q3 2025
Reduced 7.58%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Jan 12, 2026 Q4 2025 |
913
shares
|
$446,411
0.09% of portfolio
|
Q4 2025
Reduced 19.06%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Nov 04, 2025 Q3 2025 |
913
shares
|
$446,411
0.08% of portfolio
|
Q3 2025
Added 9.08%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
909
shares
|
$444,455
0.02% of portfolio
|
Q3 2025
Added 0.55%
|
|
|
Riverwater Partners LLC
|
Oct 31, 2025 Q3 2025 |
901
shares
|
$440,543
0.21% of portfolio
|
Q3 2025
Added 8.16%
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
Nov 05, 2025 Q3 2025 |
893
shares
|
$436,632
0.08% of portfolio
|
Q3 2025
Reduced 13.47%
|
|
|
Alhambra Investment Partners LLC
|
Jan 15, 2026 Q4 2025 |
886
shares
|
$433,209
0.21% of portfolio
|
Q4 2025
New holding
|
|
|
Svb Wealth LLC
Boston, MA |
Nov 06, 2025 Q3 2025 |
886
shares
|
$433,209
0.02% of portfolio
|
Q3 2025
Reduced 10.6%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
885
shares
|
$432,720
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Howard Capital Management Group, LLC
|
Jan 16, 2026 Q4 2025 |
883
shares
|
$431,742
0.03% of portfolio
|
Q1 2025
Reduced 3.07%
|
|
|
Mitchell Sinkler & Starr
|
Nov 04, 2025 Q3 2025 |
882
shares
|
$431,253
0.2% of portfolio
|
Q3 2025
Reduced 1.67%
|
|
|
Symphony Financial, Ltd. Co.
|
Oct 31, 2025 Q3 2025 |
880
shares
|
$430,276
0.05% of portfolio
|
Q3 2025
Reduced 73.23%
|
|