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 |
|---|---|---|---|---|---|
|
Dudley Capital Management, LLC
Middleburg, VA |
Oct 29, 2025 Q3 2025 |
848
shares
|
$414,629
0.19% of portfolio
|
Q3 2025
Added 0.59%
|
|
|
Taurus Asset Management, LLC
New York, NY |
May 13, 2025 Q1 2025 |
846
shares
|
$413,651
0.05% of portfolio
|
Q3 2024
Added 10.44%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Nov 07, 2025 Q3 2025 |
845
shares
|
$413,162
0.06% of portfolio
|
Q3 2025
Added 8.47%
|
|
|
Cooper Financial Group
|
Jan 07, 2026 Q4 2025 |
842
shares
|
$411,695
0.05% of portfolio
|
Q4 2025
Added 6.85%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 14, 2026 Q4 2025 |
842
shares
|
$411,695
0.01% of portfolio
|
Q4 2025
Added 11.23%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 14, 2025 Q3 2025 |
841
shares
|
$411,206
0.06% of portfolio
|
Q3 2025
Reduced 2.55%
|
|
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
Nov 14, 2025 Q3 2025 |
840
shares
|
$410,718
0.02% of portfolio
|
Q2 2025
Reduced 8.2%
|
|
|
Optimize Financial Inc
Laguna Hills, CA |
Nov 04, 2025 Q3 2025 |
838
shares
|
$409,740
0.21% of portfolio
|
Q3 2025
Added 15.91%
|
|
|
Lm Advisors LLC
San Diego, CA |
Nov 13, 2025 Q3 2025 |
834
shares
|
$407,784
0.06% of portfolio
|
Q2 2025
Reduced 8.45%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Nov 07, 2025 Q3 2025 |
832
shares
|
$406,806
0.06% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Elm3 Financial Group, LLC
Alpharetta, GA |
Oct 21, 2025 Q3 2025 |
831
shares
|
$406,317
0.33% of portfolio
|
Q3 2025
Reduced 5.68%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Nov 13, 2025 Q3 2025 |
829
shares
|
$405,339
0.05% of portfolio
|
Q3 2025
Reduced 50.48%
|
|
|
Wambolt & Associates, LLC
|
Aug 12, 2025 Q2 2025 |
828
shares
|
$404,850
0.15% of portfolio
|
Q2 2025
Reduced 28.74%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Oct 31, 2025 Q3 2025 |
827
shares
|
$404,361
0.07% of portfolio
|
Q3 2025
Added 84.19%
|
|
|
Biltmore Family Office, LLC
|
Oct 31, 2025 Q3 2025 |
826
shares
|
$403,872
0.06% of portfolio
|
Q3 2025
Added 7.41%
|
|
|
George Kaiser Family Foundation
|
Nov 12, 2025 Q3 2025 |
826
shares
|
$403,872
0.06% of portfolio
|
Q2 2025
Added 50.46%
|
|
|
Prescott Group Capital Management, L.L.C.
Tulsa, OK |
Nov 06, 2025 Q3 2025 |
826
shares
|
$403,872
0.05% of portfolio
|
Q2 2025
Added 50.46%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Jan 15, 2026 Q4 2025 |
826
shares
|
$403,872
0.13% of portfolio
|
Q2 2023
Reduced 2.59%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
824
shares
|
$402,894
0.02% of portfolio
|
Q3 2022
Reduced 2.14%
|
|
|
Byrne Asset Management LLC
|
Jan 12, 2026 Q4 2025 |
823
shares
|
$402,405
0.27% of portfolio
|
Q4 2025
Added 5.78%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 12, 2026 Q4 2025 |
819
shares
|
$400,450
0.02% of portfolio
|
Q4 2025
Added 11.89%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
817
shares
|
$399,472
0.04% of portfolio
|
Q2 2025
Reduced 3.08%
|
|
|
Chicago Trust CO Na
|
Oct 10, 2025 Q3 2025 |
816
shares
|
$398,983
0.07% of portfolio
|
Q3 2025
Added 0.37%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
815
shares
|
$398,494
0.02% of portfolio
|
Q3 2025
Reduced 15.72%
|
|
|
Legato Capital Management LLC
|
Nov 12, 2025 Q3 2025 |
813
shares
|
$397,516
0.05% of portfolio
|
Q2 2025
Added 0.62%
|
|