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 |
|---|---|---|---|---|---|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
174
shares
|
$90,848
0.0% of portfolio
|
Q4 2024
Added 2.35%
|
|
|
Hager Investment Management Services, LLC
New London, NH |
May 02, 2025 Q1 2025 |
174
shares
|
$90,848
0.06% of portfolio
|
Q1 2025
Added 1.16%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
173
shares
|
$90,326
0.01% of portfolio
|
Q1 2025
Added 12.34%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
170
shares
|
$88,760
0.0% of portfolio
|
Q4 2022
Added 11.84%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
170
shares
|
$88,760
0.02% of portfolio
|
Q1 2025
Reduced 4.49%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
168
shares
|
$87,716
0.19% of portfolio
|
Q2 2022
New holding
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jul 17, 2025 Q2 2025 |
168
shares
|
$87,716
0.03% of portfolio
|
Q2 2024
Added 1020.0%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
167
shares
|
$87,194
0.03% of portfolio
|
Q4 2022
Reduced 20.1%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
163
shares
|
$85,105
0.02% of portfolio
|
Q3 2023
Added 26.36%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
156
shares
|
$81,450
0.01% of portfolio
|
Q2 2025
Added 27.87%
|
|
|
Vision Financial Markets LLC
Stamford, CT |
May 09, 2025 Q1 2025 |
156
shares
|
$81,450
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
153
shares
|
$79,884
0.01% of portfolio
|
Q1 2025
Reduced 6.13%
|
|
|
Albion Financial Group
|
Jul 17, 2025 Q2 2025 |
150
shares
|
$78,318
0.01% of portfolio
|
Q4 2024
Reduced 21.05%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Apr 29, 2025 Q1 2025 |
150
shares
|
$78,318
0.0% of portfolio
|
Q1 2025
Reduced 63.33%
|
|
|
Clean Yield Group
|
Jul 17, 2025 Q2 2025 |
146
shares
|
$76,229
0.02% of portfolio
|
Q3 2024
Added 9.77%
|
|
|
Indiana Trust & Investment Management CO
|
May 21, 2025 Q1 2025 |
145
shares
|
$75,707
0.03% of portfolio
|
Q3 2024
Reduced 25.64%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
145
shares
|
$75,707
0.01% of portfolio
|
Q2 2024
Added 38.1%
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
141
shares
|
$73,618
0.02% of portfolio
|
Q1 2025
Added 10.16%
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
136
shares
|
$71,008
0.02% of portfolio
|
Q4 2024
Added 403.7%
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
135
shares
|
$70,486
0.01% of portfolio
|
Q1 2025
Added 864.29%
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
134
shares
|
$69,964
0.02% of portfolio
|
Q1 2025
Reduced 7.59%
|
|
|
Goal Vest Advisory LLC
|
Apr 07, 2025 Q1 2025 |
130
shares
|
$67,875
0.02% of portfolio
|
Q1 2025
Added 0.78%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
130
shares
|
$67,875
0.03% of portfolio
|
Q4 2024
Reduced 13.33%
|
|
|
Dt Investment Partners, LLC
|
Apr 29, 2025 Q1 2025 |
129
shares
|
$67,353
0.01% of portfolio
|
Q3 2024
Added 20.56%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
127
shares
|
$66,309
0.02% of portfolio
|
Q1 2025
Reduced 20.13%
|