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S&P Global (SPGI) Institutional Ownership

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$534.98 +4.13 (+0.78%)
Closing price 03:59 PM Eastern
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$535.51 +0.53 (+0.10%)
As of 07:57 PM Eastern
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Institutional Ownership Changes (13F Filings) for S&P Global (NYSE:SPGI)

Current
Institutional Ownership
Percentage
87.17%
Number of
Institutional Buyers
(last 12 months)
1394
Total
Institutional Inflows
(last 12 months)
$15.88B
Number of
Institutional Sellers
(last 12 months)
1035
Total
Institutional Outflows
(last 12 months)
$11.06B
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SPGI Institutional Buying and Selling by Quarter

S&P Global Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/25/2025OFI Invest Asset Management27,691$14.60M0.0%-20.0%0.009%
7/25/2025Vanguard Personalized Indexing Management LLC45,912$24.29M0.3%+16.6%0.015%
7/25/2025BSN CAPITAL PARTNERS Ltd194$100K0.0%N/A0.000%
7/25/2025Sather Financial Group Inc103,436$54.54M3.2%-8.3%0.034%
7/25/2025Tranquility Partners LLC2,563$1.35M0.5%+8.4%0.001%
7/25/2025Concurrent Investment Advisors LLC10,778$5.68M0.1%+5.2%0.004%
7/25/2025Johnson Investment Counsel Inc.104,004$54.84M0.5%-9.2%0.034%
7/25/20251858 Wealth Management LLC504$266K0.2%+24.8%0.000%
7/25/2025Stonehage Fleming Financial Services Holdings Ltd314,957$166.07M4.8%-2.6%0.103%
7/25/2025Apollon Wealth Management LLC30,220$15.94M0.3%+10.2%0.010%
7/25/2025Fifth Third Wealth Advisors LLC4,518$2.38M0.1%+2.8%0.001%
7/25/2025Natural Investments LLC1,104$582K0.2%+29.7%0.000%
7/25/2025Richardson Financial Services Inc.975$516K0.3%+3.2%0.000%
7/24/2025Fulcrum Capital LLC20,979$11.06M2.3%+0.2%0.007%
7/24/2025Conning Inc.1,935$1.02M0.0%-2.9%0.001%
7/24/2025Eastern Bank51,724$27.27M0.5%-0.1%0.017%
7/24/2025Aberdeen Group plc402,055$209.83M0.4%-4.6%0.131%
7/24/2025Lmcg Investments LLC19,040$10.04M0.6%-4.2%0.006%
7/24/2025Davis Rea LTD.9,256$4.88M1.2%-0.5%0.003%
7/24/2025Strengthening Families & Communities LLC2,846$1.49M0.8%+4.4%0.001%
7/24/2025Blue Zone Wealth Advisors LLC12,566$6.63M1.7%+2.5%0.004%
7/24/2025PDS Planning Inc1,907$1.01M0.1%+3.4%0.001%
7/24/2025JB Capital LLC390$206K0.0%N/A0.000%
7/24/2025Blue Trust Inc.2,598$1.37M0.0%+14.6%0.001%
7/24/2025Fourpath Capital Management LLC705$372K0.1%-7.0%0.000%
7/24/2025Robertson Stephens Wealth Management LLC6,367$3.36M0.1%+28.7%0.002%
7/24/2025Cyndeo Wealth Partners LLC4,923$2.60M0.2%+6.7%0.002%
7/24/2025Vivid Wealth Management LLC5,187$2.74M1.2%+0.5%0.002%
7/24/20253Chopt Investment Partners LLC896$472K0.1%-14.5%0.000%
7/24/2025Birch Capital Management LLC14,492$7.64M3.9%-0.2%0.005%
7/24/2025Commerzbank Aktiengesellschaft FI3,126$1.65M0.0%-1.7%0.001%
7/24/2025IFP Advisors Inc2,712$1.44M0.0%-48.7%0.001%
7/24/2025Baldwin Wealth Partners LLC MA19,938$10.51M0.7%-1.4%0.007%
7/24/2025Freedom Day Solutions LLC7,241$3.82M1.0%-1.3%0.002%
7/24/2025Callan Family Office LLC34,359$18.12M0.6%+62.7%0.011%
7/24/2025Court Place Advisors LLC17,014$8.97M2.8%+0.2%0.006%
7/24/2025Blair William & Co. IL205,995$108.62M0.3%+0.1%0.067%
7/24/2025Kampmann Melissa S.7,368$3.89M2.9%-1.8%0.002%
7/24/2025TFR Capital LLC.434$229K0.1%N/A0.000%
7/24/2025Capital Advisors Ltd. LLC817$431K0.1%-3.1%0.000%
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7/24/2025Leo Wealth LLC3,779$1.99M0.2%+277.9%0.001%
7/24/2025 McElhenny Sheffield Capital Management LLC922$486K0.0%N/A0.000%
7/24/2025Lokken Investment Group LLC2,935$1.55M0.6%+9.1%0.001%
7/24/2025Copperwynd Financial LLC484$255K0.1%+6.4%0.000%
7/24/2025E Fund Management Hong Kong Co. Ltd.124$65K0.1%-40.7%0.000%
7/24/2025US Bancorp DE255,768$134.86M0.2%-2.2%0.083%
7/23/2025 Fulton Breakefield Broenniman LLC24,953$13.16M0.9%-1.1%0.008%
7/23/2025 Columbus Macro LLC11,232$5.92M0.7%+7.3%0.004%
7/23/2025 Vontobel Holding Ltd.182,769$96.37M0.3%+1.1%0.060%
7/23/2025 Maryland State Retirement & Pension System14,924$7.87M0.2%+2.0%0.005%
7/23/2025 Optas LLC934$492K0.1%+3.4%0.000%
7/23/2025 Bar Harbor Wealth Management1,756$926K0.1%-2.6%0.001%
7/23/2025 Dohj LLC2,648$1.40M0.4%-46.8%0.001%
7/23/2025 Valmark Advisers Inc.602$317K0.0%+6.9%0.000%
7/23/2025 Gainplan LLC774$408K0.2%+3.8%0.000%
7/23/2025 Nelson Capital Management LLC9,839$5.19M0.7%+1.3%0.003%
7/23/2025 Citizens National Bank Trust Department161$85K0.0%+360.0%0.000%
7/23/2025 NBT Bank N A NY19,448$10.26M0.7%+0.2%0.006%
7/23/2025 Louisiana State Employees Retirement System16,600$8.75M0.2%-1.8%0.005%
7/23/2025 Sax Wealth Advisors LLC700$369K0.0%N/A0.000%
7/23/2025 Venturi Wealth Management LLC2,396$1.26M0.1%-4.6%0.001%
7/23/2025 SGL Investment Advisors Inc.650$342K0.2%N/A0.000%
7/23/2025 Shell Asset Management Co.31,143$16.42M0.6%+31.4%0.010%
7/23/2025 Kingswood Wealth Advisors LLC1,363$719K0.1%-17.1%0.000%
7/23/2025 Roundview Capital LLC9,304$4.91M0.3%+2.0%0.003%
7/23/2025 Sachetta LLC80$42K0.0%+37.9%0.000%
7/23/2025 KLP Kapitalforvaltning AS129,638$68.36M0.3%+2.9%0.042%
7/23/2025 Avantra Family Wealth Inc.548$289K0.2%+5.6%0.000%
7/23/2025 Hardy Reed LLC731$385K0.0%-12.7%0.000%
7/23/2025 Ameliora Wealth Management Ltd.936$494K0.2%-32.5%0.000%
7/23/2025 Spear Holdings RSC Ltd138,300$72.92M5.3%+75.3%0.045%
7/23/2025 Meitav Investment House Ltd.4,875$2.54M0.0%+2.1%0.002%
7/23/2025 SeaTown Holdings Pte. Ltd.13,450$7.09M4.2%-7.8%0.004%
7/23/2025 Country Club Bank1,206$624K0.0%-2.6%0.000%
7/23/2025 SteelPeak Wealth LLC2,086$1.10M0.0%-16.0%0.001%
7/23/2025 Elm3 Financial Group LLC881$465K0.4%-9.4%0.000%
7/23/2025 Motiv8 Investments LLC2,478$1.31M0.8%+10.8%0.001%
7/23/2025 Prime Capital Investment Advisors LLC6,613$3.49M0.0%-29.9%0.002%
7/23/2025 Litman Gregory Wealth Management LLC12,846$6.77M0.5%-0.8%0.004%
7/22/2025 D.B. Root & Company LLC1,054$556K0.2%+128.6%0.000%
7/22/2025 Comprehensive Financial Consultants Institutional Inc.4,770$2.52M0.8%-1.2%0.002%
7/22/2025 Relyea Zuckerberg Hanson LLC964$508K0.1%+4.4%0.000%
7/22/2025 Belpointe Asset Management LLC3,968$2.09M0.1%-3.4%0.001%
7/22/2025 Confluence Wealth Services Inc.2,039$1.08M0.1%+1.7%0.001%
7/22/2025 Valley National Advisers Inc.142$74K0.0%+21.4%0.000%
7/22/2025 Cullinan Associates Inc.123,440$65.09M4.3%+0.2%0.040%
7/22/2025 Valeo Financial Advisors LLC3,168,411$1.67B5.1%+70,734.1%1.033%
7/22/2025 Vantage Investment Partners LLC14,426$7.61M0.6%+6.6%0.005%
7/22/2025 DAVENPORT & Co LLC18,040$9.51M0.1%-3.0%0.006%
7/22/2025 Marks Group Wealth Management Inc18,511$9.76M0.9%+0.3%0.006%
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7/22/2025 Grimes & Company Inc.591$312K0.0%+5.3%0.000%
7/22/2025 Merit Financial Group LLC25,196$13.29M0.1%+8.0%0.008%
7/22/2025 Simplicity Wealth LLC1,484$782K0.0%+133.0%0.000%
7/22/2025 OLD National Bancorp IN3,068$1.62M0.0%-4.8%0.001%
7/22/2025 Highland Capital Management LLC24,840$13.10M0.7%+0.5%0.008%
7/22/2025 Realta Investment Advisors1,784$940K0.4%+6.2%0.001%
7/22/2025 Wealthcare Advisory Partners LLC752$396K0.0%+4.3%0.000%
7/22/2025 Clarius Group LLC3,005$1.59M0.1%-9.2%0.001%
7/22/2025 Financial Insights Inc.434$229K0.1%N/A0.000%
7/22/2025 Penobscot Investment Management Company Inc.18,004$9.49M0.8%-0.8%0.006%
(Data available from 1/1/2016 forward)

SPGI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SPGI shares?

During the previous two years, 2,180 institutional investors and hedge funds held shares of S&P Global. The most heavily invested institutionals were Vanguard Group Inc. ($15.13B), BlackRock Inc. ($9.95B), State Street Corp ($7.22B), TCI Fund Management Ltd. ($3.98B), Wellington Management Group LLP ($3.28B), Geode Capital Management LLC ($3.27B), and Capital International Investors ($2.99B).Learn more on S&P Global's institutional investors.

What percentage of S&P Global's stock is owned by institutional investors?

87.17% of S&P Global's stock is owned by institutional investors. Learn more on SPGI's institutional investor holdings.

Which institutional investors have been buying S&P Global's stock?

Of the 1,845 institutional investors that purchased S&P Global's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Norges Bank ($7.22M), Valeo Financial Advisors LLC ($3.17M), Nuveen LLC ($2.17M), GAMMA Investing LLC ($2.14M), Wellington Management Group LLP ($1.17M), Raymond James Financial Inc. ($1.06M), and Swedbank AB ($989.38K).

How much institutional buying is happening at S&P Global?

Institutional investors have bought a total of 31,581,222 shares in the last 24 months. This purchase volume represents approximately $15.89B in transactions.

Which of S&P Global's major shareholders have been selling company stock?

Of the 1,037 institutional investors that sold S&P Global's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Wellington Management Group LLP ($2.42M), Capital International Investors ($829.10K), Legal & General Group Plc ($685.67K), Mawer Investment Management Ltd. ($598.19K), Citigroup Inc. ($563.37K), Ameriprise Financial Inc. ($498.89K), and Invesco Ltd. ($480.54K).

How much institutional selling is happening at S&P Global?

Institutional investors have sold a total of 22,143,134 shares in the last 24 months. This volume of shares sold represents approximately $11.06B in transactions.



This page (NYSE:SPGI) was last updated on 7/25/2025 by MarketBeat.com Staff
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