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 |
|---|---|---|---|---|---|
|
Meadow Creek Wealth Advisors LLC
|
Apr 28, 2025 Q1 2025 |
691
shares
|
$357,806
0.27% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
Great Diamond Partners, LLC
|
May 13, 2025 Q1 2025 |
688
shares
|
$356,253
0.1% of portfolio
|
Q1 2025
Reduced 21.1%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
688
shares
|
$356,253
0.0% of portfolio
|
Q1 2025
Reduced 10.42%
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
682
shares
|
$353,146
0.23% of portfolio
|
Q1 2025
Added 4.92%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
May 14, 2025 Q1 2025 |
681
shares
|
$352,628
0.21% of portfolio
|
Q1 2025
Reduced 2.58%
|
|
|
Plancorp, LLC
|
Jul 15, 2025 Q2 2025 |
680
shares
|
$352,110
0.01% of portfolio
|
Q2 2025
Added 15.25%
|
|
|
Bank Of Stockton
|
Jul 14, 2025 Q2 2025 |
678
shares
|
$351,075
0.11% of portfolio
|
Q2 2025
Reduced 4.91%
|
|
|
Isam Funds (Uk) LTD
London, X0 |
May 15, 2025 Q1 2025 |
673
shares
|
$348,486
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
May 12, 2025 Q1 2025 |
672
shares
|
$347,968
0.05% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
670
shares
|
$346,932
0.02% of portfolio
|
Q1 2025
Added 193.86%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
669
shares
|
$346,414
0.03% of portfolio
|
Q2 2025
Reduced 8.73%
|
|
|
Community Bank, N.A.
|
Apr 21, 2025 Q1 2025 |
666
shares
|
$344,861
0.05% of portfolio
|
Q1 2025
Reduced 29.97%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Apr 11, 2025 Q1 2025 |
666
shares
|
$344,861
0.06% of portfolio
|
Q2 2024
Added 1.52%
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Jul 11, 2025 Q2 2025 |
665
shares
|
$344,343
0.32% of portfolio
|
Q2 2025
Added 1.84%
|
|
|
Liberty One Investment Management, LLC
|
Apr 30, 2025 Q1 2025 |
663
shares
|
$343,308
0.03% of portfolio
|
Q1 2025
Added 8.69%
|
|
|
Community Financial Services Group, LLC
Newport, VT |
Jul 18, 2025 Q2 2025 |
663
shares
|
$343,308
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Stegent Equity Advisors, Inc.
Houston, TX |
Apr 30, 2025 Q1 2025 |
659
shares
|
$341,236
0.39% of portfolio
|
Q1 2025
Added 3.13%
|
|
|
Attessa Capital LLC
Tucson, AZ |
Jul 15, 2025 Q2 2025 |
656
shares
|
$339,683
0.21% of portfolio
|
Q2 2025
Reduced 8.38%
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Jul 16, 2025 Q2 2025 |
655
shares
|
$339,165
0.18% of portfolio
|
Q2 2025
Reduced 6.7%
|
|
|
Personal Cfo Solutions, LLC
|
Apr 30, 2025 Q1 2025 |
654
shares
|
$338,647
0.07% of portfolio
|
Q1 2025
Reduced 2.97%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
May 08, 2025 Q1 2025 |
653
shares
|
$338,129
0.07% of portfolio
|
Q4 2022
New holding
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Apr 29, 2025 Q1 2025 |
653
shares
|
$338,129
0.08% of portfolio
|
Q4 2022
New holding
|
|
|
Impact Investors, Inc
San Francisco, CA |
Jul 21, 2025 Q2 2025 |
653
shares
|
$338,129
0.24% of portfolio
|
Q2 2025
Added 0.46%
|
|
|
Impact Capital Partners LLC
Greenwood Village, CO |
Jul 18, 2025 Q2 2025 |
653
shares
|
$338,129
0.11% of portfolio
|
Q2 2025
Reduced 3.55%
|
|
|
Fortem Financial Group, LLC
|
May 01, 2025 Q1 2025 |
652
shares
|
$337,612
0.13% of portfolio
|
Q1 2025
New holding
|