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 |
|---|---|---|---|---|---|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Nov 13, 2025 Q3 2025 |
986
shares
|
$482,104
0.19% of portfolio
|
Q3 2025
Reduced 0.3%
|
|
|
Fosun International LTD
|
Nov 14, 2025 Q3 2025 |
985
shares
|
$481,615
0.7% of portfolio
|
Q4 2024
Reduced 70.68%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
983
shares
|
$480,637
0.01% of portfolio
|
Q3 2025
Added 24.9%
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
Nov 13, 2025 Q3 2025 |
983
shares
|
$480,637
0.09% of portfolio
|
Q2 2025
Reduced 9.23%
|
|
|
Prudent Man Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
982
shares
|
$480,148
0.18% of portfolio
|
Q3 2025
Reduced 50.05%
|
|
|
Gilbert & Cook, Inc.
|
Jan 07, 2026 Q4 2025 |
978
shares
|
$478,193
0.06% of portfolio
|
Q4 2025
Reduced 1.61%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Nov 06, 2025 Q3 2025 |
978
shares
|
$478,193
0.05% of portfolio
|
Q3 2025
Reduced 59.87%
|
|
|
Cnb Bank
Clearfield, PA |
Oct 30, 2025 Q3 2025 |
971
shares
|
$474,770
0.2% of portfolio
|
Q3 2025
Reduced 0.82%
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
964
shares
|
$471,347
0.32% of portfolio
|
Q3 2023
Reduced 3.02%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
963
shares
|
$470,858
0.02% of portfolio
|
Q3 2022
Added 0.73%
|
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
Dec 08, 2025 Q3 2025 |
963
shares
|
$470,858
0.44% of portfolio
|
Q2 2025
Reduced 9.41%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Nov 14, 2025 Q3 2025 |
962
shares
|
$470,369
0.02% of portfolio
|
Q3 2025
Reduced 12.23%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Nov 04, 2025 Q3 2025 |
957
shares
|
$467,925
0.09% of portfolio
|
Q3 2025
Added 1.81%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
957
shares
|
$467,925
0.03% of portfolio
|
Q3 2025
Added 0.84%
|
|
|
Cornerstone Wealth Advisors, Inc.
|
Jan 14, 2026 Q4 2025 |
955
shares
|
$466,947
0.11% of portfolio
|
Q2 2025
Reduced 0.42%
|
|
|
3 Chopt Investment Partners, LLC
Richmond, VA |
Oct 20, 2025 Q3 2025 |
955
shares
|
$466,947
0.11% of portfolio
|
Q3 2025
Added 6.58%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Oct 21, 2025 Q3 2025 |
955
shares
|
$466,947
0.04% of portfolio
|
Q3 2025
Added 1.92%
|
|
|
Accel Wealth Management
|
Jan 20, 2026 Q4 2025 |
952
shares
|
$465,480
0.13% of portfolio
|
Q3 2025
Reduced 9.51%
|
|
|
Zacks Investment Management
Chicago, IL |
Nov 14, 2025 Q3 2025 |
952
shares
|
$465,480
0.0% of portfolio
|
Q3 2025
Added 98.75%
|
|
|
Summitry LLC
Foster City, CA |
Nov 07, 2025 Q3 2025 |
949
shares
|
$464,013
0.02% of portfolio
|
Q3 2025
Added 7.47%
|
|
|
Dividend Assets Capital, LLC
|
Nov 12, 2025 Q3 2025 |
946
shares
|
$462,546
0.08% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Clear Trail Advisors, LLC
Houston, TX |
Jan 09, 2026 Q4 2025 |
945
shares
|
$462,057
0.11% of portfolio
|
Q4 2025
New holding
|
|
|
44 Wealth Management LLC
|
Nov 14, 2025 Q3 2025 |
943
shares
|
$461,079
0.16% of portfolio
|
Q3 2025
Added 1.18%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Jan 20, 2026 Q4 2025 |
943
shares
|
$461,079
0.06% of portfolio
|
Q4 2025
Added 10.04%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
940
shares
|
$459,613
0.05% of portfolio
|
Q3 2024
Added 25.33%
|
|