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 |
|---|---|---|---|---|---|
|
Gerber Kawasaki Wealth & Investment Management
|
May 14, 2025 Q1 2025 |
501
shares
|
$261,582
0.01% of portfolio
|
Q1 2025
Added 1.83%
|
|
|
Ws Portfolio Advisory, LLC
Snoqualmie Pass, WA |
Apr 28, 2025 Q1 2025 |
501
shares
|
$261,582
1.2% of portfolio
|
Q1 2025
Reduced 47.87%
|
|
|
Aurora Private Wealth, Inc.
|
Apr 28, 2025 Q1 2025 |
500
shares
|
$261,060
0.2% of portfolio
|
Q4 2023
New holding
|
|
|
Marco Investment Management LLC
|
May 07, 2025 Q1 2025 |
500
shares
|
$261,060
0.02% of portfolio
|
Q4 2024
Reduced 14.97%
|
|
|
Lsv Asset Management
Chicago, IL |
May 08, 2025 Q1 2025 |
500
shares
|
$261,060
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Harris Associates L P
Chicago, IL |
May 15, 2025 Q1 2025 |
500
shares
|
$261,060
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
Jul 01, 2025 Q2 2025 |
500
shares
|
$261,060
0.08% of portfolio
|
Q3 2024
Reduced 17.36%
|
|
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
Jul 17, 2025 Q2 2025 |
499
shares
|
$260,537
0.15% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
May 07, 2025 Q1 2025 |
497
shares
|
$259,493
0.1% of portfolio
|
Q1 2025
Reduced 30.97%
|
|
|
Revolve Wealth Partners, LLC
|
Apr 14, 2025 Q1 2025 |
496
shares
|
$258,971
0.04% of portfolio
|
Q1 2025
Added 8.53%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
May 14, 2025 Q1 2025 |
495
shares
|
$258,449
0.05% of portfolio
|
Q4 2024
Added 9.27%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jul 01, 2025 Q2 2025 |
493
shares
|
$257,405
0.03% of portfolio
|
Q2 2025
Reduced 7.16%
|
|
|
Hbw Advisory Services LLC
|
Jul 02, 2025 Q2 2025 |
492
shares
|
$256,883
0.04% of portfolio
|
Q2 2025
Added 1.23%
|
|
|
Acorns Advisers, LLC
Irvine, CA |
May 20, 2025 Q1 2025 |
492
shares
|
$256,883
0.0% of portfolio
|
Q1 2025
Added 19.42%
|
|
|
Grant
|
May 01, 2025 Q1 2025 |
490
shares
|
$255,838
0.15% of portfolio
|
Q1 2024
Reduced 77.63%
|
|
|
Portland Global Advisors LLC
|
May 07, 2025 Q1 2025 |
490
shares
|
$255,838
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Rothschild Capital Partners, LLC
New York, NY |
May 15, 2025 Q1 2025 |
490
shares
|
$255,838
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Aspiriant, LLC
|
Apr 21, 2025 Q1 2025 |
487
shares
|
$254,272
0.01% of portfolio
|
Q1 2025
Reduced 0.61%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
487
shares
|
$254,272
0.05% of portfolio
|
Q4 2024
Reduced 15.6%
|
|
|
Security National Bank Of So Dak
Sioux City, IA |
Apr 29, 2025 Q1 2025 |
487
shares
|
$254,272
0.15% of portfolio
|
Q1 2025
Added 12.21%
|
|
|
Hengehold Capital Management LLC
|
Jul 16, 2025 Q2 2025 |
486
shares
|
$253,750
0.02% of portfolio
|
Q4 2024
Reduced 9.5%
|
|
|
Gitterman Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
485
shares
|
$253,228
0.08% of portfolio
|
Q1 2025
Added 0.41%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
May 15, 2025 Q1 2025 |
485
shares
|
$253,228
0.01% of portfolio
|
Q1 2025
Reduced 19.03%
|
|
|
Stephens Investment Management Group LLC
|
May 01, 2025 Q1 2025 |
482
shares
|
$251,661
0.0% of portfolio
|
Q3 2024
Reduced 7.13%
|
|
|
Hyperion Partners, LLC
Berwyn, PA |
Oct 08, 2024 Q3 2024 |
480
shares
|
$250,617
0.16% of portfolio
|
Q3 2024
Reduced 0.83%
|