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 2,386 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 |
|---|---|---|---|---|---|
|
Regent Investment Management LLC
|
Jan 26, 2023 Q4 2022 |
1,455
shares
|
$711,422
0.13% of portfolio
|
Q4 2022
Added 61.67%
|
|
|
Mqs Management LLC
|
Nov 06, 2025 Q3 2025 |
1,447
shares
|
$707,510
0.41% of portfolio
|
Q3 2025
New holding
|
|
|
Red Spruce Capital, LLC
|
Oct 06, 2025 Q3 2025 |
1,444
shares
|
$706,043
0.3% of portfolio
|
Q2 2025
Reduced 1.5%
|
|
|
True Wealth Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
1,436
shares
|
$702,132
0.23% of portfolio
|
Q4 2025
Added 5.43%
|
|
|
Whalen Wealth Management Inc.
Las Vegas, NV |
Jan 20, 2026 Q4 2025 |
1,432
shares
|
$700,176
0.4% of portfolio
|
Q4 2025
Added 83.12%
|
|
|
Icw Investment Advisors LLC
Scottsdale, AZ |
Nov 06, 2025 Q3 2025 |
1,429
shares
|
$698,709
0.26% of portfolio
|
Q3 2025
Added 10.86%
|
|
|
Navellier & Associates Inc
Reno, NV |
Nov 06, 2025 Q3 2025 |
1,426
shares
|
$697,242
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Caldwell Trust CO
Venice, FL |
Oct 23, 2025 Q3 2025 |
1,426
shares
|
$697,242
0.06% of portfolio
|
Q3 2025
Reduced 6.12%
|
|
|
Alpha Cubed Investments, LLC
|
Nov 03, 2025 Q3 2025 |
1,425
shares
|
$696,753
0.02% of portfolio
|
Q3 2025
Reduced 0.7%
|
|
|
Little House Capital LLC
Braintree, MA |
Nov 03, 2025 Q3 2025 |
1,425
shares
|
$696,753
0.17% of portfolio
|
Q3 2025
Reduced 5.44%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Nov 14, 2025 Q3 2025 |
1,409
shares
|
$688,930
0.25% of portfolio
|
Q3 2025
Added 7.07%
|
|
|
Alpine Woods Capital Investors, LLC
|
Oct 15, 2025 Q3 2025 |
1,408
shares
|
$688,441
0.15% of portfolio
|
Q3 2025
Added 10.43%
|
|
|
Blueshift Asset Management, LLC
Red Bank, NJ |
Nov 13, 2025 Q3 2025 |
1,407
shares
|
$687,952
0.22% of portfolio
|
Q3 2025
Added 165.47%
|
|
|
Waldron Private Wealth LLC
|
Jan 14, 2026 Q4 2025 |
1,396
shares
|
$682,574
0.03% of portfolio
|
Q4 2025
Reduced 10.23%
|
|
|
Dara Capital Us, Inc.
Miami, FL |
Jan 23, 2026 Q4 2025 |
1,395
shares
|
$682,085
0.65% of portfolio
|
Q4 2025
New holding
|
|
|
Lee Johnson Capital Management, LLC
|
Jan 12, 2026 Q4 2025 |
1,387
shares
|
$678,173
0.26% of portfolio
|
Q4 2025
Reduced 6.91%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
1,385
shares
|
$677,195
0.02% of portfolio
|
Q3 2025
Reduced 14.61%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Jan 12, 2026 Q4 2025 |
1,380
shares
|
$674,751
0.25% of portfolio
|
Q4 2025
Reduced 44.4%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 10, 2025 Q3 2025 |
1,379
shares
|
$674,262
0.01% of portfolio
|
Q3 2025
Reduced 4.37%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
1,376
shares
|
$672,795
0.02% of portfolio
|
Q3 2025
Reduced 18.96%
|
|
|
Cyrus J. Lawrence, LLC
|
May 15, 2025 Q1 2025 |
1,370
shares
|
$669,861
2.64% of portfolio
|
Q1 2025
Reduced 93.71%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Oct 09, 2025 Q3 2025 |
1,363
shares
|
$666,438
0.16% of portfolio
|
Q3 2025
Added 17.2%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Nov 03, 2025 Q3 2025 |
1,362
shares
|
$665,949
0.02% of portfolio
|
Q3 2025
Reduced 1.73%
|
|
|
Jericho Financial, LLP
Westerville, OH |
Jan 21, 2026 Q4 2025 |
1,360
shares
|
$664,972
0.43% of portfolio
|
Q4 2025
Reduced 17.87%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 14, 2025 Q3 2025 |
1,355
shares
|
$662,527
0.01% of portfolio
|
Q3 2025
Added 2.42%
|
|