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 |
|---|---|---|---|---|---|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
98
shares
|
$47,917
0.01% of portfolio
|
Q2 2025
Added 3.16%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2026 Q4 2025 |
97
shares
|
$47,428
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
Nov 13, 2025 Q3 2025 |
96
shares
|
$46,939
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
95
shares
|
$46,450
0.01% of portfolio
|
Q3 2025
Added 13.1%
|
|
|
Kerr Financial Planning Corp
Fresno, CA |
Nov 25, 2025 Q3 2025 |
95
shares
|
$46,450
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
West Branch Capital LLC
|
Oct 20, 2025 Q3 2025 |
90
shares
|
$44,005
0.01% of portfolio
|
Q3 2025
Reduced 5.26%
|
|
|
Rational Advisors LLC
Huntington, NY |
Nov 12, 2025 Q3 2025 |
90
shares
|
$44,005
0.01% of portfolio
|
Q3 2025
Added 25.0%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Nov 07, 2025 Q3 2025 |
90
shares
|
$44,005
0.01% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Valley National Advisers Inc
|
Oct 17, 2025 Q3 2025 |
89
shares
|
$43,516
0.01% of portfolio
|
Q3 2025
Reduced 37.32%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
Sep 25, 2025 Q2 2025 |
88
shares
|
$43,027
0.43% of portfolio
|
Q2 2025
Reduced 92.02%
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
87
shares
|
$42,538
0.01% of portfolio
|
Q4 2024
Reduced 10.31%
|
|
|
Lavaca Capital LLC
Houston, TX |
Nov 13, 2025 Q3 2025 |
87
shares
|
$42,538
0.01% of portfolio
|
Q2 2025
Reduced 98.19%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Nov 14, 2025 Q3 2025 |
84
shares
|
$41,071
0.0% of portfolio
|
Q3 2025
Reduced 99.89%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
84
shares
|
$41,071
0.03% of portfolio
|
Q3 2024
Reduced 79.9%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 21, 2025 Q3 2025 |
83
shares
|
$40,582
0.01% of portfolio
|
Q3 2025
Added 937.5%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
82
shares
|
$40,093
0.0% of portfolio
|
Q4 2023
Added 34.43%
|
|
|
True Wealth Design, LLC
Akron, OH |
Jan 08, 2026 Q4 2025 |
82
shares
|
$40,093
0.01% of portfolio
|
Q4 2025
Reduced 45.33%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
80
shares
|
$39,116
0.0% of portfolio
|
Q3 2025
Added 1.27%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Oct 24, 2025 Q3 2025 |
80
shares
|
$39,116
0.01% of portfolio
|
Q2 2025
Added 37.93%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Nov 12, 2025 Q3 2025 |
80
shares
|
$39,116
0.06% of portfolio
|
Q3 2025
Reduced 54.29%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
78
shares
|
$38,138
0.0% of portfolio
|
Q1 2022
Added 7700.0%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
76
shares
|
$37,160
0.01% of portfolio
|
Q3 2025
Added 171.43%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
75
shares
|
$36,671
0.01% of portfolio
|
Q2 2021
Reduced 16.67%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
75
shares
|
$36,671
0.01% of portfolio
|
Q1 2025
Reduced 41.86%
|
|
|
First Pacific Financial
|
Oct 21, 2025 Q3 2025 |
74
shares
|
$36,182
0.01% of portfolio
|
Q3 2025
Added 51.02%
|
|