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 |
|---|---|---|---|---|---|
|
Costello Asset Management, Inc
|
May 09, 2025 Q1 2025 |
51
shares
|
$26,793
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
50
shares
|
$26,268
0.0% of portfolio
|
Q2 2022
Reduced 68.75%
|
|
|
First Pacific Financial
|
Jul 18, 2025 Q2 2025 |
49
shares
|
$25,742
0.0% of portfolio
|
Q2 2025
Reduced 69.75%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
May 05, 2025 Q1 2025 |
48
shares
|
$25,217
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Apr 18, 2025 Q1 2025 |
43
shares
|
$22,590
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
42
shares
|
$22,065
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
May 01, 2025 Q1 2025 |
42
shares
|
$22,065
0.01% of portfolio
|
Q4 2024
Reduced 16.0%
|
|
|
Prairie View Partners, LLC
|
May 09, 2025 Q1 2025 |
41
shares
|
$21,539
0.0% of portfolio
|
Q3 2022
Reduced 34.92%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
May 07, 2025 Q1 2025 |
41
shares
|
$21,539
0.0% of portfolio
|
Q1 2022
Reduced 66.12%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Apr 18, 2025 Q1 2025 |
41
shares
|
$21,539
0.01% of portfolio
|
Q1 2025
Added 17.14%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
41
shares
|
$21,539
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Atala Financial Inc
Calabasas, CA |
Apr 23, 2025 Q1 2025 |
41
shares
|
$21,539
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Washington Trust Advisors, Inc.
|
Apr 25, 2025 Q1 2025 |
38
shares
|
$19,963
0.0% of portfolio
|
Q2 2024
Reduced 24.0%
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
37
shares
|
$19,438
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
36
shares
|
$18,912
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Battery Global Advisors, LLC
Boston, MA |
May 09, 2025 Q1 2025 |
36
shares
|
$18,912
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
36
shares
|
$18,912
0.01% of portfolio
|
Q2 2025
Added 1700.0%
|
|
|
Citizens National Bank Trust Department
|
Apr 25, 2025 Q1 2025 |
35
shares
|
$18,387
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
34
shares
|
$17,862
0.0% of portfolio
|
Q4 2021
Added 3.03%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
32
shares
|
$16,811
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
32
shares
|
$16,811
0.0% of portfolio
|
Q3 2024
Added 3.23%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
May 01, 2025 Q1 2025 |
32
shares
|
$16,811
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
31
shares
|
$16,286
0.0% of portfolio
|
Q2 2025
Added 24.0%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Apr 29, 2025 Q1 2025 |
31
shares
|
$16,286
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Coastline Trust CO
|
Jul 17, 2025 Q2 2025 |
30
shares
|
$15,760
0.0% of portfolio
|
Q1 2025
Reduced 6.25%
|