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 2,333 institutions that hold shares in the stock, with a total of 263 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 |
|---|---|---|---|---|---|
|
Baldwin Investment Management, LLC
|
May 07, 2025 Q1 2025 |
9,849
shares
|
$5.1 Million
0.62% of portfolio
|
Q1 2025
Added 3.76%
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
9,843
shares
|
$5.1 Million
0.29% of portfolio
|
Q1 2025
Added 27.12%
|
|
|
Swisspartners Ltd.
Vaduz, N2 |
Feb 14, 2023 Q4 2022 |
9,840
shares
|
$5.1 Million
4.21% of portfolio
|
Q4 2022
Added 10.36%
|
|
|
Redwood Investments, LLC
|
May 15, 2025 Q1 2025 |
9,817
shares
|
$5.08 Million
2.05% of portfolio
|
Q1 2025
Added 260.79%
|
|
|
Rockline Wealth Management, LLC
Plainview, NY |
Apr 21, 2025 Q1 2025 |
9,799
shares
|
$5.07 Million
1.39% of portfolio
|
Q1 2025
Added 5.79%
|
|
|
Chartwell Investment Partners, LLC
|
Nov 04, 2024 Q3 2024 |
9,744
shares
|
$5.05 Million
0.17% of portfolio
|
Q3 2024
Reduced 3.56%
|
|
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
Jul 09, 2025 Q2 2025 |
9,733
shares
|
$5.04 Million
1.75% of portfolio
|
Q2 2025
Added 2.59%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
9,719
shares
|
$5.03 Million
0.09% of portfolio
|
Q3 2022
Added 3.91%
|
|
|
Nelson Capital Management, LLC
|
May 05, 2025 Q1 2025 |
9,712
shares
|
$5.03 Million
0.86% of portfolio
|
Q1 2025
Added 0.86%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
9,698
shares
|
$5.02 Million
0.1% of portfolio
|
Q1 2025
Reduced 28.15%
|
|
|
First Foundation Advisors
Irvine, CA |
May 07, 2025 Q1 2025 |
9,648
shares
|
$5 Million
0.2% of portfolio
|
Q1 2025
Added 4.7%
|
|
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
May 13, 2025 Q1 2025 |
9,621
shares
|
$4.98 Million
0.18% of portfolio
|
Q1 2025
Added 5.15%
|
|
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
May 14, 2025 Q1 2025 |
9,543
shares
|
$4.94 Million
0.9% of portfolio
|
Q1 2025
Reduced 19.49%
|
|
|
Cannell & Co.
New York, NY |
Feb 05, 2024 Q4 2023 |
9,497
shares
|
$4.92 Million
0.14% of portfolio
|
Q4 2023
Reduced 0.11%
|
|
|
Efg Capital International Corp.
Miami, FL |
Aug 02, 2023 Q2 2023 |
9,400
shares
|
$4.87 Million
0.87% of portfolio
|
Q2 2023
New holding
|
|
|
Ostrum Asset Management
Paris, I0 |
May 14, 2025 Q1 2025 |
9,373
shares
|
$4.85 Million
0.25% of portfolio
|
Q1 2025
Added 8.01%
|
|
|
Taylor Hoffman Wealth Management
Richmond, VA |
Aug 09, 2024 Q2 2024 |
9,352
shares
|
$4.84 Million
1.72% of portfolio
|
Q2 2024
Added 1.78%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
9,319
shares
|
$4.83 Million
0.07% of portfolio
|
Q1 2025
Added 1.0%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Jul 23, 2025 Q2 2025 |
9,304
shares
|
$4.82 Million
0.34% of portfolio
|
Q2 2025
Added 2.01%
|
|
|
Davis Rea Ltd.
|
May 06, 2025 Q1 2025 |
9,303
shares
|
$4.82 Million
1.3% of portfolio
|
Q1 2025
New holding
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
9,301
shares
|
$4.82 Million
0.3% of portfolio
|
Q4 2022
Added 205.35%
|
|
|
Bretton Capital Management, LLC
San Francisco, CA |
May 13, 2025 Q1 2025 |
9,300
shares
|
$4.82 Million
4.47% of portfolio
|
Q3 2024
New holding
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
9,203
shares
|
$4.77 Million
0.1% of portfolio
|
Q1 2025
Added 4.72%
|
|
|
Wills Financial Group, Inc.
|
Feb 14, 2025 Q4 2024 |
9,112
shares
|
$4.72 Million
2.12% of portfolio
|
Q4 2024
Added 1.42%
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
Apr 22, 2025 Q1 2025 |
9,104
shares
|
$4.71 Million
0.34% of portfolio
|
Q1 2025
New holding
|