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 |
|---|---|---|---|---|---|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Jul 22, 2025 Q2 2025 |
527
shares
|
$275,157
0.31% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
526
shares
|
$274,635
0.08% of portfolio
|
Q3 2024
Reduced 5.4%
|
|
|
Perbak Capital Partners LLP
London, X0 |
May 15, 2025 Q1 2025 |
526
shares
|
$274,635
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
525
shares
|
$274,113
0.01% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
Five Oceans Advisors
|
Jul 16, 2025 Q2 2025 |
523
shares
|
$273,068
0.13% of portfolio
|
Q2 2025
Added 0.58%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Apr 08, 2025 Q1 2025 |
523
shares
|
$273,068
0.08% of portfolio
|
Q1 2025
Reduced 7.43%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
May 14, 2025 Q1 2025 |
521
shares
|
$272,024
0.01% of portfolio
|
Q1 2025
Added 3.17%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Apr 17, 2025 Q1 2025 |
521
shares
|
$272,024
0.04% of portfolio
|
Q3 2024
Added 6.11%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
May 08, 2025 Q1 2025 |
519
shares
|
$270,980
0.03% of portfolio
|
Q1 2025
Added 6.57%
|
|
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
Apr 22, 2025 Q1 2025 |
519
shares
|
$270,980
0.25% of portfolio
|
Q1 2025
Reduced 19.66%
|
|
|
Delta Investment Management, LLC
|
May 14, 2025 Q1 2025 |
518
shares
|
$270,458
0.07% of portfolio
|
Q1 2025
Added 5.93%
|
|
|
Legacy Solutions, LLC
Kennett Square, PA |
Jul 15, 2025 Q2 2025 |
517
shares
|
$269,936
0.26% of portfolio
|
Q2 2025
Added 12.64%
|
|
|
Enterprise Financial Services Corp
Clayton, MO |
May 14, 2025 Q1 2025 |
516
shares
|
$269,413
0.16% of portfolio
|
Q1 2025
Added 1.98%
|
|
|
Mcdaniel Terry & CO
|
Apr 24, 2025 Q1 2025 |
515
shares
|
$268,891
0.02% of portfolio
|
Q2 2024
Reduced 12.71%
|
|
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
May 14, 2025 Q1 2025 |
515
shares
|
$268,891
0.23% of portfolio
|
Q1 2025
Added 21.18%
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
514
shares
|
$268,369
0.05% of portfolio
|
Q1 2025
Added 48.13%
|
|
|
Aviso Wealth Management
Bellevue, WA |
May 08, 2025 Q1 2025 |
513
shares
|
$267,847
0.14% of portfolio
|
Q1 2025
Reduced 2.29%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
509
shares
|
$265,759
0.0% of portfolio
|
Q1 2025
Reduced 6.78%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
507
shares
|
$264,714
0.02% of portfolio
|
Q3 2022
Reduced 35.5%
|
|
|
Ggm Financials LLC
Columbus, OH |
Apr 11, 2025 Q1 2025 |
507
shares
|
$264,714
0.18% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
506
shares
|
$264,192
0.09% of portfolio
|
Q1 2025
Reduced 2.5%
|
|
|
Sfmg, LLC
|
May 09, 2025 Q1 2025 |
504
shares
|
$263,148
0.02% of portfolio
|
Q1 2025
Reduced 7.52%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
504
shares
|
$263,148
0.11% of portfolio
|
Q2 2023
New holding
|
|
|
Claret Asset Management Corp
|
May 13, 2025 Q1 2025 |
503
shares
|
$262,626
0.04% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Apr 17, 2025 Q1 2025 |
502
shares
|
$262,104
0.03% of portfolio
|
Q3 2024
Added 0.4%
|