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 |
|---|---|---|---|---|---|
|
Copperwynd Financial, LLC
|
Jul 23, 2025 Q2 2025 |
484
shares
|
$236,651
0.06% of portfolio
|
Q2 2025
Added 6.37%
|
|
|
Warwick Investment Management, Inc.
|
Jan 15, 2026 Q4 2025 |
483
shares
|
$236,162
0.04% of portfolio
|
Q4 2025
Added 5.23%
|
|
|
Yukon Wealth Management, Inc.
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
482
shares
|
$235,673
0.08% of portfolio
|
Q3 2025
Added 0.84%
|
|
|
Life Guide Financial Advisors, LLC
|
Jan 05, 2026 Q4 2025 |
480
shares
|
$234,696
0.11% of portfolio
|
Q4 2025
New holding
|
|
|
Hyperion Partners, LLC
Berwyn, PA |
Oct 08, 2024 Q3 2024 |
480
shares
|
$234,696
0.16% of portfolio
|
Q3 2024
Reduced 0.83%
|
|
|
Hendershot Investments Inc.
|
Nov 12, 2025 Q3 2025 |
478
shares
|
$233,718
0.03% of portfolio
|
Q3 2025
Reduced 9.3%
|
|
|
Essex Financial Services, Inc.
|
Nov 07, 2025 Q3 2025 |
478
shares
|
$233,718
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Smith Anglin Financial, LLC
|
Jul 17, 2025 Q2 2025 |
477
shares
|
$233,229
0.03% of portfolio
|
Q2 2025
Reduced 2.65%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 28, 2025 Q3 2025 |
476
shares
|
$232,740
0.04% of portfolio
|
Q3 2025
Added 2.59%
|
|
|
Security National Bank Of So Dak
Sioux City, IA |
Oct 14, 2025 Q3 2025 |
474
shares
|
$231,762
0.12% of portfolio
|
Q3 2025
Reduced 1.25%
|
|
|
Stokes Capital Advisors, LLC
|
Jan 12, 2026 Q4 2025 |
473
shares
|
$231,273
0.06% of portfolio
|
Q4 2025
Reduced 48.64%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jan 06, 2026 Q4 2025 |
473
shares
|
$231,273
0.03% of portfolio
|
Q4 2025
Reduced 1.05%
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
Nov 14, 2025 Q3 2025 |
472
shares
|
$230,784
0.09% of portfolio
|
Q2 2025
Reduced 1.67%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Nov 12, 2025 Q3 2025 |
472
shares
|
$230,784
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
One Ascent Investment Solutions LLC
Birmingham, AL |
Nov 03, 2025 Q3 2025 |
472
shares
|
$230,784
0.27% of portfolio
|
Q3 2025
Reduced 0.21%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Nov 18, 2025 Q3 2025 |
470
shares
|
$229,806
0.05% of portfolio
|
Q3 2025
Added 8.29%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jan 14, 2026 Q4 2025 |
470
shares
|
$229,806
0.08% of portfolio
|
Q4 2025
Reduced 56.68%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
467
shares
|
$228,339
0.07% of portfolio
|
Q3 2025
Reduced 0.43%
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
466
shares
|
$227,850
0.12% of portfolio
|
Q2 2024
New holding
|
|
|
Laffer Tengler Investments
Nashville, TN |
Nov 12, 2025 Q3 2025 |
463
shares
|
$226,383
0.04% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Oct 27, 2025 Q3 2025 |
463
shares
|
$226,383
0.07% of portfolio
|
Q3 2025
Reduced 50.9%
|
|
|
Tribridge Partners Financial LLC
Columbia, MD |
Oct 22, 2025 Q3 2025 |
463
shares
|
$226,383
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Axs Investments LLC
Port Chester, NY |
Nov 04, 2025 Q3 2025 |
462
shares
|
$225,894
0.1% of portfolio
|
Q3 2025
Reduced 35.11%
|
|
|
Darwin Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
461
shares
|
$225,405
0.08% of portfolio
|
Q3 2025
Added 5.01%
|
|
|
Sunpointe, LLC
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
461
shares
|
$225,405
0.08% of portfolio
|
Q3 2025
Added 0.66%
|
|