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 |
|---|---|---|---|---|---|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Apr 21, 2025 Q1 2025 |
12
shares
|
$6,304
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
12
shares
|
$6,304
0.0% of portfolio
|
Q1 2025
Added 300.0%
|
|
|
Contravisory Investment Management, Inc.
|
Jul 10, 2025 Q2 2025 |
11
shares
|
$5,778
0.0% of portfolio
|
Q3 2024
Added 120.0%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
11
shares
|
$5,778
0.0% of portfolio
|
Q2 2025
Reduced 8.33%
|
|
|
Altshuler Shaham LTD
|
May 15, 2025 Q1 2025 |
11
shares
|
$5,778
0.0% of portfolio
|
Q1 2025
Reduced 73.81%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
May 14, 2025 Q1 2025 |
11
shares
|
$5,778
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Stuart Chaussee & Associates, Inc.
|
May 16, 2025 Q1 2025 |
10
shares
|
$5,253
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Riggs Asset Managment Co. Inc.
|
Apr 29, 2025 Q1 2025 |
10
shares
|
$5,253
0.0% of portfolio
|
Q2 2024
Added 42.86%
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
10
shares
|
$5,253
0.0% of portfolio
|
Q1 2025
Reduced 37.5%
|
|
|
South Plains Financial, Inc.
Lubbock, TX |
May 14, 2025 Q1 2025 |
10
shares
|
$5,253
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Apr 11, 2025 Q1 2025 |
10
shares
|
$5,253
0.0% of portfolio
|
Q1 2025
Added 25.0%
|
|
|
Piscataqua Savings Bank
|
Jul 10, 2025 Q2 2025 |
9
shares
|
$4,728
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
West End Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
9
shares
|
$4,728
0.0% of portfolio
|
Q1 2025
Added 50.0%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
9
shares
|
$4,728
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
9
shares
|
$4,728
0.0% of portfolio
|
Q3 2024
Added 125.0%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
9
shares
|
$4,728
0.0% of portfolio
|
Q1 2022
Added 28.57%
|
|
|
Global Trust Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
8
shares
|
$4,202
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Esl Trust Services, LLC
|
May 12, 2025 Q1 2025 |
8
shares
|
$4,202
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Core Alternative Capital
|
Apr 29, 2025 Q1 2025 |
8
shares
|
$4,202
0.0% of portfolio
|
Q1 2024
Reduced 93.22%
|
|
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
May 22, 2025 Q1 2025 |
8
shares
|
$4,202
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Apr 22, 2025 Q1 2025 |
8
shares
|
$4,202
0.0% of portfolio
|
Q4 2024
Reduced 11.11%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Jul 18, 2025 Q2 2025 |
8
shares
|
$4,202
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
May 07, 2025 Q1 2025 |
8
shares
|
$4,202
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Barrett & Company, Inc.
Providence, RI |
Apr 21, 2025 Q1 2025 |
7
shares
|
$3,677
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
7
shares
|
$3,677
0.0% of portfolio
|
Q4 2024
New holding
|