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 |
|---|---|---|---|---|---|
|
Sentry Investment Management LLC
|
Nov 05, 2025 Q3 2025 |
878
shares
|
$429,298
0.28% of portfolio
|
Q3 2025
Reduced 46.2%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Nov 10, 2025 Q3 2025 |
878
shares
|
$429,298
0.03% of portfolio
|
Q3 2025
Added 248.41%
|
|
|
Onefund, LLC
Saint Petersburg, FL |
Nov 14, 2025 Q3 2025 |
873
shares
|
$426,853
0.28% of portfolio
|
Q3 2025
Added 3.8%
|
|
|
Amica Retiree Medical Trust
|
Nov 07, 2025 Q3 2025 |
871
shares
|
$425,875
0.58% of portfolio
|
Q1 2025
Reduced 19.28%
|
|
|
Matthew Goff Investment Advisor, LLC
|
Jan 14, 2026 Q4 2025 |
868
shares
|
$424,408
0.07% of portfolio
|
Q4 2025
Reduced 0.69%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Oct 06, 2025 Q3 2025 |
868
shares
|
$424,408
0.09% of portfolio
|
Q3 2025
Added 86.27%
|
|
|
Nwam LLC
Mercer Island, WA |
Oct 28, 2025 Q3 2025 |
866
shares
|
$423,430
0.03% of portfolio
|
Q3 2025
Reduced 14.43%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
863
shares
|
$421,963
0.28% of portfolio
|
Q2 2023
Reduced 18.74%
|
|
|
Joel Isaacson & Co., LLC
|
Oct 29, 2025 Q3 2025 |
862
shares
|
$421,474
0.02% of portfolio
|
Q1 2025
Added 4.74%
|
|
|
Tilia Fiduciary Partners, Inc.
|
Jan 12, 2026 Q4 2025 |
861
shares
|
$420,985
0.24% of portfolio
|
Q4 2025
Reduced 4.01%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Jan 12, 2026 Q4 2025 |
861
shares
|
$420,985
0.3% of portfolio
|
Q4 2025
Added 8.99%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
860
shares
|
$420,497
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Nov 05, 2025 Q3 2025 |
860
shares
|
$420,497
0.02% of portfolio
|
Q3 2025
Reduced 2.38%
|
|
|
Centerpoint Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
859
shares
|
$420,008
0.13% of portfolio
|
Q3 2025
Added 2.51%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
858
shares
|
$419,519
0.04% of portfolio
|
Q3 2023
Added 1.66%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Oct 24, 2025 Q3 2025 |
857
shares
|
$419,030
0.05% of portfolio
|
Q3 2025
Added 61.7%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Oct 14, 2025 Q3 2025 |
856
shares
|
$418,541
0.14% of portfolio
|
Q3 2025
Reduced 14.14%
|
|
|
Financial Consulate, Inc
|
Oct 20, 2025 Q3 2025 |
855
shares
|
$418,052
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
D.B. Root & Company, LLC
|
Nov 05, 2025 Q3 2025 |
855
shares
|
$418,052
0.12% of portfolio
|
Q3 2025
Reduced 18.88%
|
|
|
Meritage Portfolio Management
|
Oct 27, 2025 Q3 2025 |
855
shares
|
$418,052
0.03% of portfolio
|
Q3 2025
Reduced 8.65%
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Nov 13, 2025 Q3 2025 |
852
shares
|
$416,585
0.13% of portfolio
|
Q3 2025
Added 13.75%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Oct 21, 2025 Q3 2025 |
851
shares
|
$416,096
0.05% of portfolio
|
Q3 2025
Reduced 11.72%
|
|
|
Wakefield Asset Management Lllp
Englewood, CO |
Nov 13, 2025 Q3 2025 |
851
shares
|
$416,096
0.13% of portfolio
|
Q3 2025
Reduced 6.79%
|
|
|
Epic Trust Investment Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
850
shares
|
$415,607
0.45% of portfolio
|
Q2 2024
Added 3.91%
|
|
|
Pekin Hardy Strauss, Inc.
|
Nov 07, 2025 Q3 2025 |
849
shares
|
$415,118
0.04% of portfolio
|
Q3 2025
Added 6.52%
|
|