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 |
|---|---|---|---|---|---|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Nov 14, 2025 Q3 2025 |
10
shares
|
$4,889
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
10
shares
|
$4,889
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
South Plains Financial, Inc.
Lubbock, TX |
Nov 13, 2025 Q3 2025 |
10
shares
|
$4,889
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
9
shares
|
$4,400
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
9
shares
|
$4,400
0.0% of portfolio
|
Q1 2022
Added 28.57%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 13, 2025 Q3 2025 |
9
shares
|
$4,400
0.0% of portfolio
|
Q3 2025
Added 50.0%
|
|
|
Friedenthal Financial
|
Oct 15, 2025 Q3 2025 |
8
shares
|
$3,911
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Piscataqua Savings Bank
|
Jan 16, 2026 Q4 2025 |
8
shares
|
$3,911
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
8
shares
|
$3,911
0.0% of portfolio
|
Q3 2025
Reduced 77.14%
|
|
|
Horizon Financial Services, LLC
|
Jan 12, 2026 Q4 2025 |
8
shares
|
$3,911
0.0% of portfolio
|
Q4 2025
Reduced 42.86%
|
|
|
Proffitt & Goodson Inc
|
Oct 21, 2025 Q3 2025 |
8
shares
|
$3,911
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Core Alternative Capital
|
Nov 03, 2025 Q3 2025 |
8
shares
|
$3,911
0.0% of portfolio
|
Q1 2024
Reduced 93.22%
|
|
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
Oct 20, 2025 Q3 2025 |
8
shares
|
$3,911
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
8
shares
|
$3,911
0.0% of portfolio
|
Q2 2025
Added 166.67%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 31, 2025 Q3 2025 |
7
shares
|
$3,422
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 03, 2025 Q3 2025 |
7
shares
|
$3,422
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Oct 22, 2025 Q3 2025 |
7
shares
|
$3,422
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
6
shares
|
$2,933
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
6
shares
|
$2,933
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
6
shares
|
$2,933
0.0% of portfolio
|
Q3 2025
Reduced 45.45%
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Oct 21, 2025 Q3 2025 |
6
shares
|
$2,933
0.11% of portfolio
|
Q2 2025
Added 50.0%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Jan 15, 2026 Q4 2025 |
6
shares
|
$2,933
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jan 05, 2026 Q4 2025 |
6
shares
|
$2,933
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
5
shares
|
$2,444
0.0% of portfolio
|
Q3 2024
Reduced 91.94%
|
|
|
Sawyer & Company, Inc
|
Oct 07, 2025 Q3 2025 |
5
shares
|
$2,444
0.0% of portfolio
|
Q2 2025
New holding
|
|