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 |
|---|---|---|---|---|---|
|
Hazlett, Burt & Watson, Inc.
|
Nov 04, 2025 Q3 2025 |
44
shares
|
$21,513
0.01% of portfolio
|
Q3 2025
Added 29.41%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Nov 04, 2025 Q3 2025 |
44
shares
|
$21,513
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Activest Wealth Management
|
Nov 03, 2025 Q3 2025 |
43
shares
|
$21,024
0.0% of portfolio
|
Q3 2025
Added 152.94%
|
|
|
Fwl Investment Management, LLC
|
Nov 17, 2025 Q3 2025 |
43
shares
|
$21,024
0.01% of portfolio
|
Q3 2025
Added 72.0%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Oct 24, 2025 Q3 2025 |
43
shares
|
$21,024
0.04% of portfolio
|
Q3 2025
Reduced 10.42%
|
|
|
Financial Life Planners
Tempe, AZ |
Nov 13, 2025 Q3 2025 |
43
shares
|
$21,024
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Bfsg, LLC
|
Oct 28, 2025 Q3 2025 |
42
shares
|
$20,535
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2025 Q3 2025 |
42
shares
|
$20,535
0.01% of portfolio
|
Q4 2024
Reduced 16.0%
|
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
41
shares
|
$20,046
0.0% of portfolio
|
Q3 2022
Reduced 34.92%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
41
shares
|
$20,046
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 23, 2026 Q4 2025 |
40
shares
|
$19,558
0.0% of portfolio
|
Q4 2025
Added 14.29%
|
|
|
Financial Gravity Asset Management, Inc.
|
Nov 14, 2025 Q3 2025 |
38
shares
|
$18,580
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Investors Research Corp
|
Jan 06, 2026 Q4 2025 |
37
shares
|
$18,091
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
36
shares
|
$17,602
0.0% of portfolio
|
Q3 2025
Reduced 85.66%
|
|
|
Advanced Portfolio Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
36
shares
|
$17,602
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Battery Global Advisors, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
36
shares
|
$17,602
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 21, 2026 Q4 2025 |
35
shares
|
$17,113
0.0% of portfolio
|
Q4 2025
Added 337.5%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
34
shares
|
$16,624
0.0% of portfolio
|
Q4 2021
Added 3.03%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
33
shares
|
$16,135
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
32
shares
|
$15,646
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
32
shares
|
$15,646
0.0% of portfolio
|
Q3 2024
Added 3.23%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Nov 05, 2025 Q3 2025 |
32
shares
|
$15,646
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
Nov 14, 2025 Q3 2025 |
32
shares
|
$15,646
0.01% of portfolio
|
Q3 2025
Added 3100.0%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 10, 2025 Q3 2025 |
31
shares
|
$15,157
0.0% of portfolio
|
Q3 2025
Added 34.78%
|
|
|
Coastline Trust CO
|
Jan 05, 2026 Q4 2025 |
30
shares
|
$14,668
0.0% of portfolio
|
Q1 2025
Reduced 6.25%
|
|