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 2,363 institutions that hold shares in the stock, with a total of 266 Million shares, which have been reported (via 13F filing form) to have a value of $130 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
33
shares
|
$16,135
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
32
shares
|
$15,646
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
32
shares
|
$15,646
0.0% of portfolio
|
Q3 2024
Added 3.23%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Nov 05, 2025 Q3 2025 |
32
shares
|
$15,646
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
Nov 14, 2025 Q3 2025 |
32
shares
|
$15,646
0.01% of portfolio
|
Q3 2025
Added 3100.0%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 10, 2025 Q3 2025 |
31
shares
|
$15,157
0.0% of portfolio
|
Q3 2025
Added 34.78%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Nov 07, 2025 Q3 2025 |
31
shares
|
$15,157
0.0% of portfolio
|
Q2 2025
Added 6.9%
|
|
|
Coastline Trust CO
|
Jan 05, 2026 Q4 2025 |
30
shares
|
$14,668
0.0% of portfolio
|
Q1 2025
Reduced 6.25%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
30
shares
|
$14,668
0.01% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Nov 03, 2025 Q3 2025 |
30
shares
|
$14,668
0.0% of portfolio
|
Q3 2025
Added 3.45%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
30
shares
|
$14,668
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 12, 2025 Q3 2025 |
30
shares
|
$14,668
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
30
shares
|
$14,668
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Guerra Advisors Inc
Miami, FL |
Nov 04, 2025 Q3 2025 |
30
shares
|
$14,668
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Nov 12, 2025 Q3 2025 |
29
shares
|
$14,179
0.06% of portfolio
|
Q3 2025
Reduced 55.38%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Nov 14, 2025 Q3 2025 |
28
shares
|
$13,690
0.0% of portfolio
|
Q3 2025
Reduced 15.15%
|
|
|
Contravisory Investment Management, Inc.
|
Oct 09, 2025 Q3 2025 |
27
shares
|
$13,201
0.0% of portfolio
|
Q3 2025
Added 145.45%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 23, 2025 Q3 2025 |
27
shares
|
$13,201
0.0% of portfolio
|
Q4 2023
Reduced 6.9%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Nov 12, 2025 Q3 2025 |
27
shares
|
$13,201
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
26
shares
|
$12,712
0.0% of portfolio
|
Q3 2023
Added 160.0%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Nov 05, 2025 Q3 2025 |
26
shares
|
$12,712
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
25
shares
|
$12,223
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
25
shares
|
$12,223
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Altshuler Shaham LTD
|
Nov 13, 2025 Q3 2025 |
23
shares
|
$11,245
0.0% of portfolio
|
Q3 2025
Added 35.29%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 07, 2025 Q3 2025 |
23
shares
|
$11,245
0.0% of portfolio
|
Q3 2024
Added 76.92%
|
|