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 |
|---|---|---|---|---|---|
|
Lwm Advisory Services, LLC
Plantation, FL |
Nov 25, 2025 Q3 2025 |
1,088
shares
|
$531,977
0.35% of portfolio
|
Q3 2025
Reduced 5.47%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
1,082
shares
|
$529,043
0.18% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Fulton Bank, N.A.
|
Jan 08, 2026 Q4 2025 |
1,079
shares
|
$527,577
0.04% of portfolio
|
Q4 2025
Added 10.67%
|
|
|
Shulman De Meo Asset Management LLC
|
Jan 14, 2026 Q4 2025 |
1,078
shares
|
$527,088
0.12% of portfolio
|
Q4 2025
Added 0.09%
|
|
|
Concord Wealth Partners
|
Nov 05, 2025 Q3 2025 |
1,078
shares
|
$527,088
0.07% of portfolio
|
Q3 2025
Added 4.46%
|
|
|
Quent Capital, LLC
|
Oct 27, 2025 Q3 2025 |
1,078
shares
|
$527,088
0.05% of portfolio
|
Q3 2025
Reduced 0.37%
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
1,076
shares
|
$526,110
0.27% of portfolio
|
Q2 2024
Reduced 8.27%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 20, 2026 Q4 2025 |
1,075
shares
|
$525,621
0.03% of portfolio
|
Q4 2025
Reduced 10.79%
|
|
|
Headinvest, LLC
Portland, ME |
Nov 14, 2025 Q3 2025 |
1,072
shares
|
$524,154
0.11% of portfolio
|
Q3 2025
Added 9.16%
|
|
|
Waddell & Associates, LLC
|
Nov 10, 2025 Q3 2025 |
1,071
shares
|
$523,665
0.04% of portfolio
|
Q2 2025
Added 34.38%
|
|
|
Sadoff Investment Management LLC
|
Oct 28, 2022 Q3 2022 |
1,063
shares
|
$519,753
0.03% of portfolio
|
Q3 2022
Added 0.95%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Oct 29, 2025 Q3 2025 |
1,063
shares
|
$519,753
0.03% of portfolio
|
Q3 2025
Added 3.81%
|
|
|
United Community Bank
Greenville, SC |
Nov 04, 2025 Q3 2025 |
1,063
shares
|
$519,753
0.16% of portfolio
|
Q3 2025
Added 7.48%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Jan 12, 2026 Q4 2025 |
1,058
shares
|
$517,309
0.25% of portfolio
|
Q4 2025
Reduced 6.78%
|
|
|
Grove Bank & Trust
|
Jan 08, 2026 Q4 2025 |
1,057
shares
|
$516,820
0.06% of portfolio
|
Q4 2025
Added 16.67%
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
Nov 14, 2025 Q3 2025 |
1,057
shares
|
$516,820
0.25% of portfolio
|
Q2 2025
Added 4.76%
|
|
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
1,056
shares
|
$516,331
0.0% of portfolio
|
Q3 2025
Reduced 15.11%
|
|
|
Clarendon Private LLC
Boston, MA |
Nov 03, 2025 Q3 2025 |
1,053
shares
|
$514,864
0.46% of portfolio
|
Q3 2025
Reduced 5.39%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 20, 2025 Q3 2025 |
1,044
shares
|
$510,463
0.04% of portfolio
|
Q3 2025
Reduced 5.26%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
1,038
shares
|
$507,530
0.02% of portfolio
|
Q3 2025
Reduced 35.73%
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Jan 08, 2026 Q4 2025 |
1,037
shares
|
$507,041
0.1% of portfolio
|
Q4 2025
Added 1.07%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jan 14, 2026 Q4 2025 |
1,036
shares
|
$506,552
0.02% of portfolio
|
Q4 2025
Reduced 40.25%
|
|
|
Dark Forest Capital Management LP
Weston, CT |
Nov 17, 2025 Q3 2025 |
1,032
shares
|
$504,596
0.02% of portfolio
|
Q3 2025
Reduced 89.7%
|
|
|
Evelyn Partners Investment Management (Europe) LTD
Dublin, |
Nov 14, 2025 Q3 2025 |
1,027
shares
|
$502,151
0.17% of portfolio
|
Q4 2024
Reduced 2.92%
|
|
|
Cambria Investment Management, L.P.
|
Dec 01, 2025 Q3 2025 |
1,025
shares
|
$501,173
0.03% of portfolio
|
Q3 2025
New holding
|
|