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 |
|---|---|---|---|---|---|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
May 07, 2025 Q1 2025 |
585
shares
|
$305,440
0.02% of portfolio
|
Q1 2025
Added 2685.71%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
585
shares
|
$305,440
0.04% of portfolio
|
Q3 2024
Added 8.74%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
584
shares
|
$304,918
0.03% of portfolio
|
Q2 2023
Reduced 2.18%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
May 13, 2025 Q1 2025 |
584
shares
|
$304,918
0.12% of portfolio
|
Q1 2025
Added 1.74%
|
|
|
Amg National Trust Bank
|
May 05, 2025 Q1 2025 |
583
shares
|
$304,395
0.01% of portfolio
|
Q1 2025
Reduced 8.48%
|
|
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
Jul 18, 2025 Q2 2025 |
583
shares
|
$304,395
0.19% of portfolio
|
Q2 2025
Reduced 0.85%
|
|
|
Isthmus Partners, LLC
Madison, WI |
May 01, 2025 Q1 2025 |
582
shares
|
$303,873
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
582
shares
|
$303,873
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
May 16, 2025 Q1 2025 |
579
shares
|
$302,307
0.01% of portfolio
|
Q3 2024
Added 2.66%
|
|
|
Independent Wealth Network Inc.
|
Jul 16, 2025 Q2 2025 |
578
shares
|
$301,785
0.12% of portfolio
|
Q2 2025
Added 5.28%
|
|
|
Divergent Planning, LLC
|
Jul 09, 2025 Q2 2025 |
575
shares
|
$300,219
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Strong Box Wealth, LLC
|
Jul 09, 2025 Q2 2025 |
575
shares
|
$300,219
0.12% of portfolio
|
Q1 2024
Reduced 1.71%
|
|
|
Affinity Capital Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
573
shares
|
$299,174
0.05% of portfolio
|
Q2 2025
Reduced 2.39%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
572
shares
|
$298,652
0.01% of portfolio
|
Q1 2025
Reduced 12.27%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
572
shares
|
$298,652
0.01% of portfolio
|
Q1 2025
Reduced 5.3%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
571
shares
|
$298,130
0.02% of portfolio
|
Q1 2025
Reduced 0.87%
|
|
|
Marietta Investment Partners LLC
Milwaukee, WI |
May 07, 2025 Q1 2025 |
570
shares
|
$297,608
0.07% of portfolio
|
Q1 2025
Added 8.78%
|
|
|
Ewa, LLC
Pittsbugh, PA |
Jul 18, 2025 Q2 2025 |
568
shares
|
$296,564
0.09% of portfolio
|
Q2 2025
Added 4.99%
|
|
|
May Hill Capital, LLC
Cohasset, MA |
Apr 30, 2025 Q1 2025 |
567
shares
|
$296,042
0.11% of portfolio
|
Q1 2025
Reduced 1.56%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Jul 21, 2025 Q2 2025 |
566
shares
|
$295,519
0.07% of portfolio
|
Q2 2025
Added 2.54%
|
|
|
Angeles Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
565
shares
|
$294,997
0.02% of portfolio
|
Q1 2025
Added 2.36%
|
|
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
Feb 16, 2024 Q4 2023 |
565
shares
|
$294,997
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
563
shares
|
$293,953
0.0% of portfolio
|
Q1 2025
Reduced 12.31%
|
|
|
Austin Private Wealth, LLC
|
May 12, 2025 Q1 2025 |
561
shares
|
$292,909
0.03% of portfolio
|
Q1 2025
Added 2.19%
|
|
|
Occidental Asset Management, LLC
|
Jul 14, 2025 Q2 2025 |
556
shares
|
$290,298
0.04% of portfolio
|
Q2 2025
Added 2.96%
|