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 |
|---|---|---|---|---|---|
|
Principal Street Partners, LLC
Memphis, TN |
Nov 14, 2025 Q3 2025 |
581
shares
|
$284,079
0.05% of portfolio
|
Q3 2025
Reduced 50.0%
|
|
|
Independent Wealth Network Inc.
|
Oct 15, 2025 Q3 2025 |
580
shares
|
$283,591
0.1% of portfolio
|
Q3 2025
Added 0.35%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Aug 15, 2025 Q2 2025 |
579
shares
|
$283,102
0.01% of portfolio
|
Q3 2024
Added 2.66%
|
|
|
Cornerstone Wealth Group, LLC
|
Oct 30, 2025 Q3 2025 |
577
shares
|
$282,124
0.02% of portfolio
|
Q2 2025
Added 8.05%
|
|
|
Marietta Investment Partners LLC
Milwaukee, WI |
Nov 12, 2025 Q3 2025 |
576
shares
|
$281,635
0.06% of portfolio
|
Q3 2025
Added 1.05%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
576
shares
|
$281,635
0.05% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Strong Box Wealth, LLC
|
Oct 07, 2025 Q3 2025 |
575
shares
|
$281,146
0.1% of portfolio
|
Q1 2024
Reduced 1.71%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 09, 2026 Q4 2025 |
575
shares
|
$281,146
0.01% of portfolio
|
Q3 2025
Reduced 3.52%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 12, 2025 Q3 2025 |
574
shares
|
$280,657
0.01% of portfolio
|
Q3 2025
Added 7.49%
|
|
|
Patten & Patten Inc
|
Oct 31, 2025 Q3 2025 |
573
shares
|
$280,168
0.02% of portfolio
|
Q2 2025
Reduced 4.5%
|
|
|
Amg National Trust Bank
|
Nov 07, 2025 Q3 2025 |
573
shares
|
$280,168
0.01% of portfolio
|
Q2 2025
Reduced 1.72%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jan 14, 2026 Q4 2025 |
573
shares
|
$280,168
0.06% of portfolio
|
Q4 2025
Added 3.99%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
571
shares
|
$279,190
0.02% of portfolio
|
Q1 2025
Reduced 0.87%
|
|
|
Occidental Asset Management, LLC
|
Jan 07, 2026 Q4 2025 |
571
shares
|
$279,190
0.03% of portfolio
|
Q4 2025
Added 2.15%
|
|
|
Keynote Financial Services LLC
Vernon, CT |
Oct 31, 2025 Q3 2025 |
570
shares
|
$278,701
0.17% of portfolio
|
Q2 2025
Reduced 10.94%
|
|
|
Kg&L Capital Management,Llc
|
Oct 22, 2025 Q3 2025 |
568
shares
|
$277,723
0.07% of portfolio
|
Q3 2025
Reduced 9.12%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Nov 06, 2025 Q3 2025 |
566
shares
|
$276,745
0.01% of portfolio
|
Q3 2025
Added 12.3%
|
|
|
Elyxium Wealth, LLC
San Mateo, CA |
Nov 05, 2025 Q3 2025 |
566
shares
|
$276,745
0.1% of portfolio
|
Q3 2025
Added 1.98%
|
|
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
Feb 16, 2024 Q4 2023 |
565
shares
|
$276,256
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Net Worth Advisory Group
Sandy, UT |
Jan 13, 2026 Q4 2025 |
564
shares
|
$275,767
0.06% of portfolio
|
Q4 2025
Added 2.17%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Nov 05, 2025 Q3 2025 |
563
shares
|
$275,278
0.02% of portfolio
|
Q3 2025
Reduced 16.47%
|
|
|
Mjp Associates Inc
|
Nov 07, 2025 Q3 2025 |
562
shares
|
$274,789
0.04% of portfolio
|
Q3 2025
Reduced 27.95%
|
|
|
Counterpoint Mutual Funds LLC
|
Nov 10, 2025 Q3 2025 |
560
shares
|
$273,812
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Triad Investment Management
|
Jan 15, 2026 Q4 2025 |
557
shares
|
$272,345
0.32% of portfolio
|
Q4 2025
Reduced 35.31%
|
|
|
Attessa Capital LLC
Tucson, AZ |
Jan 06, 2026 Q4 2025 |
556
shares
|
$271,856
0.16% of portfolio
|
Q4 2025
Reduced 2.63%
|
|