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 |
|---|---|---|---|---|---|
|
Security National Bank
|
Oct 20, 2025 Q3 2025 |
335
shares
|
$163,798
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Nov 04, 2025 Q3 2025 |
335
shares
|
$163,798
0.02% of portfolio
|
Q1 2024
Added 118.95%
|
|
|
Saranac Partners LTD
London, |
Dec 05, 2025 Q3 2025 |
330
shares
|
$161,353
0.03% of portfolio
|
Q2 2025
Added 45.45%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 10, 2025 Q3 2025 |
326
shares
|
$159,397
0.03% of portfolio
|
Q3 2025
Reduced 23.83%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
325
shares
|
$158,908
0.01% of portfolio
|
Q3 2023
Reduced 78.8%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
318
shares
|
$155,486
0.01% of portfolio
|
Q3 2025
Reduced 20.5%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
317
shares
|
$154,997
0.03% of portfolio
|
Q3 2025
Added 1.6%
|
|
|
Addison Advisors LLC
|
Nov 07, 2025 Q3 2025 |
316
shares
|
$154,508
0.04% of portfolio
|
Q3 2025
Reduced 0.63%
|
|
|
Alpha Paradigm Partners, LLC
Chicago, IL |
Feb 13, 2023 Q4 2022 |
315
shares
|
$154,019
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Goldstream Capital Management LTD
|
Nov 13, 2025 Q3 2025 |
309
shares
|
$151,085
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Webster Bank, N. A.
|
Jan 23, 2026 Q4 2025 |
308
shares
|
$150,596
0.01% of portfolio
|
Q4 2025
Added 7.69%
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
306
shares
|
$149,618
0.02% of portfolio
|
Q3 2025
Added 10.87%
|
|
|
High Mark Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
300
shares
|
$146,685
0.07% of portfolio
|
Q2 2023
Reduced 17.36%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
300
shares
|
$146,685
0.04% of portfolio
|
Q2 2024
Reduced 14.29%
|
|
|
Princeton Global Asset Management LLC
|
Jan 20, 2026 Q4 2025 |
284
shares
|
$138,861
0.02% of portfolio
|
Q2 2025
Added 42.0%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 22, 2026 Q4 2025 |
281
shares
|
$137,394
0.05% of portfolio
|
Q3 2023
New holding
|
|
|
Hilltop National Bank
Casper, WY |
Jan 07, 2026 Q4 2025 |
279
shares
|
$136,417
0.04% of portfolio
|
Q4 2025
Added 0.36%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Oct 29, 2025 Q3 2025 |
274
shares
|
$133,972
0.1% of portfolio
|
Q3 2025
Added 0.37%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Nov 19, 2025 Q3 2025 |
272
shares
|
$132,994
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Jan 14, 2026 Q4 2025 |
270
shares
|
$132,016
0.02% of portfolio
|
Q4 2025
Reduced 22.41%
|
|
|
Goal Vest Advisory LLC
|
Jan 05, 2026 Q4 2025 |
262
shares
|
$128,104
0.03% of portfolio
|
Q4 2025
Added 16.96%
|
|
|
Yankcom Partnership
Yankton, SD |
Jan 20, 2026 Q4 2025 |
259
shares
|
$126,638
0.06% of portfolio
|
Q4 2025
Added 12.61%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Oct 27, 2025 Q3 2025 |
258
shares
|
$126,149
0.14% of portfolio
|
Q3 2025
Added 7.5%
|
|
|
Evelyn Partners Asset Management LTD
London, |
Nov 14, 2025 Q3 2025 |
257
shares
|
$125,660
0.03% of portfolio
|
Q4 2024
Added 470.04%
|
|
|
Newfound Research LLC
|
Oct 13, 2022 Q3 2022 |
256
shares
|
$125,171
0.19% of portfolio
|
Q3 2022
Reduced 11.42%
|
|