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 |
|---|---|---|---|---|---|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Jan 16, 2026 Q4 2025 |
1,355
shares
|
$662,527
0.1% of portfolio
|
Q2 2025
Reduced 14.02%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
1,352
shares
|
$661,060
0.01% of portfolio
|
Q3 2025
Added 0.82%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
1,352
shares
|
$661,060
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Norden Group LLC
Provo, UT |
Jan 13, 2026 Q4 2025 |
1,349
shares
|
$659,593
0.07% of portfolio
|
Q4 2025
Added 1.97%
|
|
|
Forvis Wealth Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
1,341
shares
|
$655,681
0.01% of portfolio
|
Q3 2025
Reduced 9.45%
|
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
Nov 06, 2025 Q3 2025 |
1,341
shares
|
$655,681
0.23% of portfolio
|
Q3 2025
Added 23.71%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Jan 23, 2026 Q4 2025 |
1,341
shares
|
$655,681
0.21% of portfolio
|
Q4 2025
Reduced 10.54%
|
|
|
Sound Financial Strategies Group, LLC
|
Oct 23, 2025 Q3 2025 |
1,340
shares
|
$655,193
0.51% of portfolio
|
Q3 2025
Reduced 8.03%
|
|
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
Nov 13, 2025 Q3 2025 |
1,340
shares
|
$655,193
0.12% of portfolio
|
Q1 2025
Reduced 38.7%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Nov 04, 2025 Q3 2025 |
1,340
shares
|
$655,193
0.24% of portfolio
|
Q3 2025
Reduced 5.1%
|
|
|
Legacy Financial Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
1,339
shares
|
$654,704
0.11% of portfolio
|
Q3 2025
Reduced 2.62%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Nov 07, 2025 Q3 2025 |
1,333
shares
|
$651,770
0.01% of portfolio
|
Q3 2025
Reduced 2.56%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Jan 20, 2026 Q4 2025 |
1,333
shares
|
$651,770
0.27% of portfolio
|
Q4 2025
Reduced 3.96%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 13, 2026 Q4 2025 |
1,330
shares
|
$650,303
0.05% of portfolio
|
Q4 2025
Added 0.23%
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
1,329
shares
|
$649,814
0.07% of portfolio
|
Q3 2025
Reduced 1.63%
|
|
|
Wesbanco Bank Inc
|
Nov 06, 2025 Q3 2025 |
1,328
shares
|
$649,325
0.02% of portfolio
|
Q3 2025
Added 1.3%
|
|
|
Tilt Investment Management Holdings, Pbc
New York, NY |
Jan 31, 2024 Q4 2023 |
1,327
shares
|
$648,836
0.63% of portfolio
|
Q4 2023
Reduced 24.86%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
1,322
shares
|
$646,391
0.05% of portfolio
|
Q1 2022
Added 123.31%
|
|
|
Capital Advisors Inc
|
Jan 15, 2026 Q4 2025 |
1,316
shares
|
$643,458
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Boreal Capital Management LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
1,316
shares
|
$643,458
0.57% of portfolio
|
Q2 2025
New holding
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 23, 2026 Q4 2025 |
1,308
shares
|
$639,546
0.02% of portfolio
|
Q4 2025
Reduced 15.5%
|
|
|
First Affirmative Financial Network
|
Nov 20, 2025 Q3 2025 |
1,302
shares
|
$636,612
0.31% of portfolio
|
Q3 2025
Reduced 9.52%
|
|
|
Royal Capital Wealth Management, LLC
Carmel, IN |
Nov 14, 2025 Q3 2025 |
1,300
shares
|
$635,635
0.4% of portfolio
|
Q4 2021
New holding
|
|
|
Bank Of Marin
Novato, CA |
Nov 04, 2025 Q3 2025 |
1,299
shares
|
$635,146
0.47% of portfolio
|
Q4 2024
Reduced 2.26%
|
|
|
Principle Wealth Partners LLC
|
Nov 03, 2025 Q3 2025 |
1,285
shares
|
$628,300
0.04% of portfolio
|
Q3 2025
Reduced 0.93%
|
|