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 263 Million shares, which have been reported (via 13F filing form) to have a value of $140 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Factorial Partners, LLC
|
May 09, 2025 Q1 2025 |
5,500
shares
|
$2.92 Million
1.88% of portfolio
|
Q3 2024
Reduced 3.51%
|
|
|
Snider Financial Group
Bellevue, WA |
Apr 11, 2025 Q1 2025 |
5,461
shares
|
$2.9 Million
0.91% of portfolio
|
Q1 2025
Added 3.08%
|
|
|
Rockingstone Advisors LLC
Great Barrington, MA |
Jul 21, 2025 Q2 2025 |
5,426
shares
|
$2.88 Million
1.5% of portfolio
|
Q2 2025
Reduced 23.96%
|
|
|
Robert Olstein
Olstein Capital Management, L.P.
|
Jul 22, 2025 Q2 2025 |
5,400
shares
|
$2.87 Million
0.53% of portfolio
|
Q3 2024
Reduced 16.92%
|
|
|
Dodge & Cox
San Francisco, CA |
May 14, 2025 Q1 2025 |
5,400
shares
|
$2.87 Million
0.0% of portfolio
|
Q3 2023
Reduced 3.57%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
5,392
shares
|
$2.86 Million
0.03% of portfolio
|
Q1 2025
Added 36.16%
|
|
|
Prosperity Consulting Group, LLC
|
May 07, 2025 Q1 2025 |
5,383
shares
|
$2.86 Million
0.21% of portfolio
|
Q1 2025
Reduced 6.92%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
5,380
shares
|
$2.86 Million
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
5,379
shares
|
$2.86 Million
0.0% of portfolio
|
Q1 2025
Added 139.07%
|
|
|
Herold Advisors, Inc.
|
May 13, 2025 Q1 2025 |
5,365
shares
|
$2.85 Million
0.62% of portfolio
|
Q1 2025
Reduced 0.37%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Apr 24, 2025 Q1 2025 |
5,323
shares
|
$2.83 Million
0.03% of portfolio
|
Q1 2025
Reduced 1.28%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
5,306
shares
|
$2.82 Million
0.07% of portfolio
|
Q1 2025
Added 14.4%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
5,270
shares
|
$2.8 Million
0.19% of portfolio
|
Q1 2025
Added 0.53%
|
|
|
Bishop Rock Capital, L.P.
New York, NY |
Nov 13, 2023 Q3 2023 |
5,257
shares
|
$2.79 Million
8.56% of portfolio
|
Q3 2023
Reduced 59.14%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
5,227
shares
|
$2.77 Million
0.17% of portfolio
|
Q2 2025
Added 24.16%
|
|
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
May 12, 2025 Q1 2025 |
5,213
shares
|
$2.77 Million
0.57% of portfolio
|
Q1 2025
Reduced 36.08%
|
|
|
Postrock Partners LLC
Overland Park, OR |
Jul 15, 2025 Q2 2025 |
5,205
shares
|
$2.76 Million
1.31% of portfolio
|
Q4 2024
New holding
|
|
|
Vivid Wealth Management, LLC
West Des Moines, IA |
Jul 24, 2025 Q2 2025 |
5,187
shares
|
$2.75 Million
1.2% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
5,176
shares
|
$2.75 Million
0.0% of portfolio
|
Q1 2025
Added 1084.44%
|
|
|
Cypress Asset Management Inc
Houston, TX |
Feb 24, 2025 Q4 2024 |
5,169
shares
|
$2.74 Million
0.67% of portfolio
|
Q4 2024
Reduced 0.56%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
May 05, 2025 Q1 2025 |
5,168
shares
|
$2.74 Million
0.15% of portfolio
|
Q1 2025
Added 2.3%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
5,161
shares
|
$2.74 Million
0.07% of portfolio
|
Q2 2023
New holding
|
|
|
Hills Bank & Trust CO
|
Apr 25, 2025 Q1 2025 |
5,141
shares
|
$2.73 Million
0.19% of portfolio
|
Q1 2025
Reduced 0.58%
|
|
|
Aigen Investment Management, LP
|
May 12, 2025 Q1 2025 |
5,097
shares
|
$2.71 Million
0.45% of portfolio
|
Q1 2025
New holding
|
|
|
Twin Capital Management Inc
|
May 05, 2025 Q1 2025 |
5,088
shares
|
$2.7 Million
0.31% of portfolio
|
Q1 2025
Reduced 32.91%
|