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 |
|---|---|---|---|---|---|
|
University Of Chicago
Chicago, IL |
Nov 06, 2025 Q3 2025 |
650
shares
|
$317,817
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Mattern Wealth Management LLC
|
Jan 16, 2026 Q4 2025 |
649
shares
|
$317,328
0.07% of portfolio
|
Q3 2025
Reduced 7.94%
|
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
Nov 07, 2025 Q3 2025 |
649
shares
|
$317,328
0.04% of portfolio
|
Q3 2025
Reduced 3.28%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Jan 21, 2026 Q4 2025 |
649
shares
|
$317,328
0.01% of portfolio
|
Q4 2025
Added 50.58%
|
|
|
Versant Capital Management, Inc
|
Jan 08, 2026 Q4 2025 |
648
shares
|
$316,839
0.04% of portfolio
|
Q4 2025
Reduced 35.97%
|
|
|
Index Fund Advisors, Inc.
|
Oct 22, 2025 Q3 2025 |
646
shares
|
$315,861
0.02% of portfolio
|
Q3 2025
Reduced 0.15%
|
|
|
Bouchey Financial Group LTD
|
Jan 16, 2026 Q4 2025 |
643
shares
|
$314,394
0.03% of portfolio
|
Q4 2025
Added 11.05%
|
|
|
Fort Washington Investment Advisors Inc
|
Jan 13, 2026 Q4 2025 |
643
shares
|
$314,394
0.0% of portfolio
|
Q4 2025
Added 14.82%
|
|
|
Sgl Investment Advisors, Inc.
Missoula, MT |
Nov 04, 2025 Q3 2025 |
640
shares
|
$312,928
0.13% of portfolio
|
Q3 2025
Reduced 1.54%
|
|
|
Third View Private Wealth, LLC
Westport, CT |
Jan 23, 2026 Q4 2025 |
640
shares
|
$312,928
0.05% of portfolio
|
Q4 2025
New holding
|
|
|
Benchmark Investment Advisors LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
638
shares
|
$311,950
0.19% of portfolio
|
Q3 2025
Reduced 76.68%
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Jan 08, 2026 Q4 2025 |
633
shares
|
$309,505
0.13% of portfolio
|
Q4 2025
Reduced 6.08%
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Jan 20, 2026 Q4 2025 |
632
shares
|
$309,016
0.06% of portfolio
|
Q4 2025
Added 3.27%
|
|
|
Campbell Wealth Management
|
Jan 30, 2025 Q4 2024 |
630
shares
|
$308,038
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Jan 23, 2026 Q4 2025 |
630
shares
|
$308,038
0.05% of portfolio
|
Q4 2025
Reduced 7.49%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 08, 2026 Q4 2025 |
630
shares
|
$308,038
0.05% of portfolio
|
Q2 2025
Added 1.12%
|
|
|
Veracity Capital LLC
|
Oct 07, 2025 Q3 2025 |
628
shares
|
$307,060
0.1% of portfolio
|
Q3 2025
Reduced 2.94%
|
|
|
Forbes J M & CO LLP
|
Jan 21, 2026 Q4 2025 |
627
shares
|
$306,571
0.02% of portfolio
|
Q3 2025
Added 3.47%
|
|
|
Compass Ion Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
622
shares
|
$304,126
0.03% of portfolio
|
Q3 2025
Reduced 0.48%
|
|
|
Isthmus Partners, LLC
Madison, WI |
Nov 10, 2025 Q3 2025 |
622
shares
|
$304,126
0.04% of portfolio
|
Q3 2025
Added 6.87%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
622
shares
|
$304,126
0.09% of portfolio
|
Q3 2025
Added 1.97%
|
|
|
180 Wealth Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
621
shares
|
$303,637
0.04% of portfolio
|
Q4 2025
Reduced 1.74%
|
|
|
Advisor Os, LLC
|
Nov 10, 2025 Q3 2025 |
619
shares
|
$302,660
0.03% of portfolio
|
Q3 2025
Reduced 25.69%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
618
shares
|
$302,171
0.0% of portfolio
|
Q3 2025
Added 2.66%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Nov 12, 2025 Q3 2025 |
618
shares
|
$302,171
0.01% of portfolio
|
Q3 2025
Reduced 2.22%
|
|