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 2,332 institutions that hold shares in the stock, with a total of 260 Million shares, which have been reported (via 13F filing form) to have a value of $136 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fulton Breakefield Broenniman LLC
|
May 01, 2025 Q1 2025 |
25,240
shares
|
$13.2 Million
0.94% of portfolio
|
Q1 2025
Added 4680.3%
|
|
|
Mizuho Securities Usa LLC
|
May 12, 2025 Q1 2025 |
25,222
shares
|
$13.2 Million
0.32% of portfolio
|
Q1 2025
Reduced 16.18%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
25,158
shares
|
$13.1 Million
0.61% of portfolio
|
Q1 2025
Added 36.97%
|
|
|
Montag & Caldwell, LLC
Atlanta, GA |
May 12, 2025 Q1 2025 |
25,017
shares
|
$13.1 Million
2.99% of portfolio
|
Q1 2025
Reduced 6.26%
|
|
|
Highland Capital Management, LLC
|
Apr 24, 2025 Q1 2025 |
24,720
shares
|
$12.9 Million
0.76% of portfolio
|
Q1 2025
Added 0.74%
|
|
|
Neos Investment Management LLC
Westport, CT |
May 15, 2025 Q1 2025 |
24,717
shares
|
$12.9 Million
0.24% of portfolio
|
Q1 2025
Added 35.78%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
24,505
shares
|
$12.8 Million
0.19% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
23,855
shares
|
$12.5 Million
0.22% of portfolio
|
Q1 2025
Reduced 7.69%
|
|
|
Shell Asset Management CO
The Hague, P7 |
May 14, 2025 Q1 2025 |
23,708
shares
|
$12.4 Million
0.57% of portfolio
|
Q1 2025
Reduced 3.67%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
23,530
shares
|
$12.3 Million
0.03% of portfolio
|
Q1 2025
Added 4.08%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
23,491
shares
|
$12.3 Million
0.16% of portfolio
|
Q1 2025
Reduced 19.38%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
23,321
shares
|
$12.2 Million
0.18% of portfolio
|
Q1 2025
Added 16.2%
|
|
|
Trh Financial, LLC
|
Jul 26, 2022 Q2 2022 |
23,301
shares
|
$12.2 Million
2.64% of portfolio
|
Q2 2022
Added 3.94%
|
|
|
Abeille Asset Management Sa
|
Jan 20, 2023 Q4 2022 |
23,236
shares
|
$12.1 Million
0.28% of portfolio
|
Q2 2022
Added 3.03%
|
|
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
May 15, 2025 Q1 2025 |
23,209
shares
|
$12.1 Million
1.16% of portfolio
|
Q1 2025
Reduced 17.45%
|
|
|
Alberta Investment Management Corp
Edmonton, A0 |
May 08, 2025 Q1 2025 |
23,135
shares
|
$12.1 Million
0.09% of portfolio
|
Q1 2025
Reduced 53.05%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
22,805
shares
|
$11.9 Million
0.96% of portfolio
|
Q2 2024
Reduced 0.09%
|
|
|
Metis Global Partners, LLC
|
May 07, 2025 Q1 2025 |
22,797
shares
|
$11.9 Million
0.33% of portfolio
|
Q1 2025
Added 13.45%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
22,752
shares
|
$11.9 Million
0.34% of portfolio
|
Q3 2023
Added 11.07%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
22,730
shares
|
$11.9 Million
0.19% of portfolio
|
Q3 2024
Added 1.75%
|
|
|
Haverford Financial Services, Inc.
Radnor, PA |
May 09, 2025 Q1 2025 |
22,590
shares
|
$11.8 Million
3.68% of portfolio
|
Q1 2025
Reduced 0.66%
|
|
|
Capital International LTD
Los Angeles, CA |
May 12, 2025 Q1 2025 |
22,575
shares
|
$11.8 Million
0.52% of portfolio
|
Q1 2025
Reduced 37.35%
|
|
|
Middleton & CO Inc
|
May 09, 2025 Q1 2025 |
22,552
shares
|
$11.8 Million
1.36% of portfolio
|
Q1 2025
Reduced 1.96%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
22,444
shares
|
$11.7 Million
0.11% of portfolio
|
Q2 2024
Reduced 10.24%
|
|
|
Pya Waltman Capital, LLC
Knoxville, TN |
May 01, 2025 Q1 2025 |
22,436
shares
|
$11.7 Million
4.12% of portfolio
|
Q1 2025
Reduced 0.76%
|