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 |
|---|---|---|---|---|---|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
754
shares
|
$400,260
0.03% of portfolio
|
Q1 2025
Reduced 16.69%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Apr 25, 2025 Q1 2025 |
754
shares
|
$400,260
0.03% of portfolio
|
Q4 2024
Added 8.96%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
752
shares
|
$399,199
0.03% of portfolio
|
Q1 2024
Reduced 7.39%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
752
shares
|
$399,199
0.01% of portfolio
|
Q2 2025
Added 4.3%
|
|
|
City State Bank
Norwalk, IA |
Apr 11, 2025 Q1 2025 |
751
shares
|
$398,668
0.13% of portfolio
|
Q4 2024
Reduced 0.79%
|
|
|
Violich Capital Management, Inc.
|
May 02, 2025 Q1 2025 |
750
shares
|
$398,137
0.05% of portfolio
|
Q3 2020
Reduced 11.76%
|
|
|
Somerset Group LLC
Wayzata, MN |
May 13, 2025 Q1 2025 |
750
shares
|
$398,137
0.35% of portfolio
|
Q3 2021
New holding
|
|
|
Lb Partners LLC
Charlottesville, VA |
Apr 29, 2025 Q1 2025 |
750
shares
|
$398,137
0.28% of portfolio
|
Q4 2023
New holding
|
|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
749
shares
|
$397,606
0.01% of portfolio
|
Q2 2025
Reduced 0.93%
|
|
|
Strategy Asset Managers LLC
|
May 09, 2025 Q1 2025 |
749
shares
|
$397,606
0.08% of portfolio
|
Q1 2025
Reduced 3.1%
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Apr 29, 2025 Q1 2025 |
749
shares
|
$397,606
0.13% of portfolio
|
Q1 2025
Reduced 15.94%
|
|
|
Permanent Capital Management, LP
Chicago, IL |
Apr 11, 2025 Q1 2025 |
749
shares
|
$397,606
0.11% of portfolio
|
Q2 2024
Added 41.92%
|
|
|
Byrne Asset Management LLC
|
Jul 09, 2025 Q2 2025 |
746
shares
|
$396,014
0.31% of portfolio
|
Q2 2025
Added 14.07%
|
|
|
Bourgeon Capital Management LLC
|
Jul 18, 2025 Q2 2025 |
746
shares
|
$396,014
0.08% of portfolio
|
Q2 2025
Reduced 37.78%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
742
shares
|
$393,890
0.1% of portfolio
|
Q4 2024
Reduced 42.26%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
May 13, 2025 Q1 2025 |
741
shares
|
$393,359
0.01% of portfolio
|
Q1 2025
Reduced 1.07%
|
|
|
Peterson Wealth Services
|
May 05, 2025 Q1 2025 |
739
shares
|
$392,298
0.12% of portfolio
|
Q1 2025
Added 0.41%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
738
shares
|
$391,767
0.01% of portfolio
|
Q1 2025
Added 64.37%
|
|
|
Sound View Wealth Advisors Group, LLC
|
May 08, 2025 Q1 2025 |
735
shares
|
$390,174
0.03% of portfolio
|
Q1 2025
Added 45.54%
|
|
|
Mjp Associates Inc
|
Apr 30, 2025 Q1 2025 |
734
shares
|
$389,643
0.07% of portfolio
|
Q1 2025
Added 4.71%
|
|
|
Hardy Reed LLC
|
Jul 23, 2025 Q2 2025 |
731
shares
|
$388,051
0.03% of portfolio
|
Q2 2025
Reduced 12.66%
|
|
|
Arrow Mark Colorado Holdings LLC
Denver, CO |
May 15, 2025 Q1 2025 |
731
shares
|
$388,051
0.01% of portfolio
|
Q2 2022
Reduced 24.87%
|
|
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
Nov 13, 2023 Q3 2023 |
730
shares
|
$387,520
0.43% of portfolio
|
Q3 2023
New holding
|
|
|
Gen Trust, LLC
|
Apr 23, 2025 Q1 2025 |
728
shares
|
$386,458
0.02% of portfolio
|
Q1 2025
Added 5.66%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
725
shares
|
$384,866
0.07% of portfolio
|
Q2 2024
Reduced 16.86%
|