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 2,333 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 $137 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
71
shares
|
$37,300
0.0% of portfolio
|
Q4 2022
Reduced 19.32%
|
|
|
Resources Management Corp
West Hartford, CT |
May 16, 2025 Q1 2025 |
70
shares
|
$36,775
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Activest Wealth Management
|
May 15, 2025 Q1 2025 |
67
shares
|
$35,199
0.01% of portfolio
|
Q1 2025
Added 3250.0%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
67
shares
|
$35,199
0.01% of portfolio
|
Q2 2025
Added 24.07%
|
|
|
Hazlett, Burt & Watson, Inc.
|
May 05, 2025 Q1 2025 |
67
shares
|
$35,199
0.02% of portfolio
|
Q4 2024
Added 131.03%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
66
shares
|
$34,673
0.03% of portfolio
|
Q2 2025
Reduced 2.94%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
65
shares
|
$34,148
0.0% of portfolio
|
Q4 2024
Reduced 41.96%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
64
shares
|
$33,623
0.01% of portfolio
|
Q1 2025
Added 1.59%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
May 15, 2025 Q1 2025 |
63
shares
|
$33,097
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
63
shares
|
$33,097
0.03% of portfolio
|
Q1 2025
Reduced 64.61%
|
|
|
E Cio, Inc.
Madison, WI |
Jun 06, 2025 Q1 2025 |
62
shares
|
$32,572
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
61
shares
|
$32,046
0.0% of portfolio
|
Q1 2025
Reduced 14.08%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Jun 03, 2025 Q1 2025 |
61
shares
|
$32,046
0.0% of portfolio
|
Q1 2025
Added 103.33%
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
61
shares
|
$32,046
0.01% of portfolio
|
Q2 2025
Reduced 12.86%
|
|
|
Bayforest Capital LTD
London, X0 |
May 08, 2025 Q1 2025 |
60
shares
|
$31,521
0.0% of portfolio
|
Q1 2025
Reduced 67.39%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
59
shares
|
$30,996
0.01% of portfolio
|
Q3 2024
Added 1.72%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
59
shares
|
$30,996
0.03% of portfolio
|
Q1 2025
Reduced 6.35%
|
|
|
Sachetta, LLC
Lynnfield, MA |
May 02, 2025 Q1 2025 |
58
shares
|
$30,470
0.01% of portfolio
|
Q1 2025
Reduced 7.94%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
56
shares
|
$29,420
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
56
shares
|
$29,420
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
54
shares
|
$28,369
0.01% of portfolio
|
Q1 2025
Added 22.73%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
May 14, 2025 Q1 2025 |
54
shares
|
$28,369
0.02% of portfolio
|
Q1 2025
Reduced 41.3%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
53
shares
|
$27,844
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cheviot Value Management, LLC
|
May 08, 2025 Q1 2025 |
52
shares
|
$27,318
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
52
shares
|
$27,318
0.01% of portfolio
|
Q2 2025
Reduced 17.46%
|