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 |
|---|---|---|---|---|---|
|
Goldstream Capital Management LTD
|
Nov 13, 2025 Q3 2025 |
309
shares
|
$151,085
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
306
shares
|
$149,618
0.02% of portfolio
|
Q3 2025
Added 10.87%
|
|
|
High Mark Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
300
shares
|
$146,685
0.07% of portfolio
|
Q2 2023
Reduced 17.36%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
300
shares
|
$146,685
0.04% of portfolio
|
Q2 2024
Reduced 14.29%
|
|
|
Webster Bank, N. A.
|
Oct 23, 2025 Q3 2025 |
286
shares
|
$139,839
0.01% of portfolio
|
Q3 2025
Added 4.38%
|
|
|
Princeton Global Asset Management LLC
|
Oct 09, 2025 Q3 2025 |
284
shares
|
$138,861
0.02% of portfolio
|
Q2 2025
Added 42.0%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
281
shares
|
$137,394
0.05% of portfolio
|
Q3 2023
New holding
|
|
|
Hilltop National Bank
Casper, WY |
Jan 07, 2026 Q4 2025 |
279
shares
|
$136,417
0.04% of portfolio
|
Q4 2025
Added 0.36%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Oct 29, 2025 Q3 2025 |
274
shares
|
$133,972
0.1% of portfolio
|
Q3 2025
Added 0.37%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Nov 19, 2025 Q3 2025 |
272
shares
|
$132,994
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Jan 14, 2026 Q4 2025 |
270
shares
|
$132,016
0.02% of portfolio
|
Q4 2025
Reduced 22.41%
|
|
|
Goal Vest Advisory LLC
|
Jan 05, 2026 Q4 2025 |
262
shares
|
$128,104
0.03% of portfolio
|
Q4 2025
Added 16.96%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Oct 27, 2025 Q3 2025 |
258
shares
|
$126,149
0.14% of portfolio
|
Q3 2025
Added 7.5%
|
|
|
Evelyn Partners Asset Management LTD
London, |
Nov 14, 2025 Q3 2025 |
257
shares
|
$125,660
0.03% of portfolio
|
Q4 2024
Added 470.04%
|
|
|
Newfound Research LLC
|
Oct 13, 2022 Q3 2022 |
256
shares
|
$125,171
0.19% of portfolio
|
Q3 2022
Reduced 11.42%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Oct 28, 2025 Q3 2025 |
253
shares
|
$123,704
0.02% of portfolio
|
Q1 2025
Added 78.17%
|
|
|
Financial Management Professionals, Inc.
|
Oct 15, 2025 Q3 2025 |
247
shares
|
$120,770
0.01% of portfolio
|
Q3 2025
Added 2.49%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 30, 2025 Q3 2025 |
246
shares
|
$120,281
0.09% of portfolio
|
Q3 2025
Reduced 2.77%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 12, 2025 Q3 2025 |
245
shares
|
$119,792
0.03% of portfolio
|
Q3 2025
Reduced 4.3%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
244
shares
|
$119,303
0.11% of portfolio
|
Q4 2024
Reduced 4.69%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Oct 29, 2025 Q3 2025 |
238
shares
|
$116,370
0.01% of portfolio
|
Q3 2025
Reduced 2.86%
|
|
|
Promus Capital, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
236
shares
|
$115,392
0.07% of portfolio
|
Q1 2025
Added 72.46%
|
|
|
Yankcom Partnership
Yankton, SD |
Apr 29, 2025 Q1 2025 |
230
shares
|
$112,458
0.06% of portfolio
|
Q1 2025
Added 9.0%
|
|
|
Hanson & Doremus Investment Management
|
Oct 15, 2025 Q3 2025 |
224
shares
|
$109,524
0.01% of portfolio
|
Q3 2025
Added 9.8%
|
|
|
Ransom Advisory, LTD
Providence, RI |
Jan 06, 2026 Q4 2025 |
218
shares
|
$106,591
0.04% of portfolio
|
Q4 2025
Added 9.0%
|
|