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 2,331 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 |
|---|---|---|---|---|---|
|
Zega Financial, LLC
Palm Beach Gardens, FL |
Nov 14, 2024 Q3 2024 |
413
shares
|
$213,855
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Advisory Solutions, LLC
|
Jul 14, 2025 Q2 2025 |
412
shares
|
$213,337
0.06% of portfolio
|
Q2 2025
Reduced 11.97%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Jul 16, 2025 Q2 2025 |
411
shares
|
$212,819
0.0% of portfolio
|
Q2 2025
Reduced 1.91%
|
|
|
Motive Wealth Advisors
|
Jul 15, 2025 Q2 2025 |
411
shares
|
$212,819
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
410
shares
|
$212,302
0.1% of portfolio
|
Q2 2022
Added 8.18%
|
|
|
Rock Point Advisors, LLC
Burlington, VT |
Apr 30, 2025 Q1 2025 |
410
shares
|
$212,302
0.07% of portfolio
|
Q1 2025
Reduced 3.53%
|
|
|
Invesco, LLC
Des Plaines, IL |
Jul 17, 2025 Q2 2025 |
410
shares
|
$212,302
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Jul 18, 2025 Q2 2025 |
410
shares
|
$212,302
0.11% of portfolio
|
Q2 2025
Reduced 5.75%
|
|
|
Innova Wealth Partners
|
May 06, 2025 Q1 2025 |
409
shares
|
$211,784
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
409
shares
|
$211,784
0.04% of portfolio
|
Q4 2024
Added 6.23%
|
|
|
Blue Chip Partners, Inc.
|
May 15, 2025 Q1 2025 |
409
shares
|
$211,784
0.02% of portfolio
|
Q3 2024
Reduced 2.15%
|
|
|
Pfw Advisors LLC
Atlanta, GA |
Jul 09, 2025 Q2 2025 |
408
shares
|
$211,266
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Stage Harbor Financial, LLC
Needham, MA |
Apr 29, 2025 Q1 2025 |
407
shares
|
$210,748
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Promus Capital, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
407
shares
|
$210,748
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Fox Run Management, L.L.C.
Greenwich, CT |
May 13, 2025 Q1 2025 |
406
shares
|
$210,230
0.03% of portfolio
|
Q1 2025
Reduced 74.89%
|
|
|
Blue Path Capital Management, LLC
Atlanta, GA |
May 06, 2025 Q1 2025 |
406
shares
|
$210,230
0.12% of portfolio
|
Q1 2025
Reduced 49.63%
|
|
|
1858 Wealth Management, LLC
Akron, OH |
Apr 22, 2025 Q1 2025 |
404
shares
|
$209,195
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Glenn Greenberg
Brave Warrior Advisors, LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
401
shares
|
$207,641
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cohen Klingenstein LLC
|
Jul 18, 2025 Q2 2025 |
400
shares
|
$207,123
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Tanglewood Wealth Management, Inc.
|
Jul 21, 2025 Q2 2025 |
400
shares
|
$207,123
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Cadinha & CO LLC
|
Apr 03, 2025 Q1 2025 |
400
shares
|
$207,123
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
400
shares
|
$207,123
0.01% of portfolio
|
Q2 2025
Reduced 59.92%
|
|
|
Hamilton Capital, LLC
Columbus, OH |
May 15, 2025 Q1 2025 |
400
shares
|
$207,123
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Fft Wealth Management LLC
West Conshohocken, PA |
May 15, 2025 Q1 2025 |
400
shares
|
$207,123
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Integris Wealth Management, LLC
Monterey, CA |
Jul 23, 2025 Q2 2025 |
400
shares
|
$207,123
0.06% of portfolio
|
Q1 2025
New holding
|