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S&P Global (SPGI) Institutional Ownership

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$426.19 +6.19 (+1.47%)
Closing price 07/24/2026 03:59 PM Eastern
Extended Trading
$428.00 +1.81 (+0.42%)
As of 07/24/2026 07:34 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.

Institutional Ownership Changes (13F Filings) for S&P Global (NYSE:SPGI)

Current
Institutional Ownership
Percentage
87.17%
Number of
Institutional Buyers
(last 12 months)
1419
Total
Institutional Inflows
(last 12 months)
$21.06B
Number of
Institutional Sellers
(last 12 months)
1108
Total
Institutional Outflows
(last 12 months)
$12.43B
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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
7/14/2026 Trust Asset Management LLC3,406$1.39M0.0%-3.6%0.001%
7/10/2026 Wedge Capital Management L L P NC513$209K0.0%-12.6%0.000%
7/10/2026 Investors Research Corp787$321K0.1%-3.1%0.000%
7/10/2026 JFS Wealth Advisors LLC183$75K0.0%-27.7%0.000%
7/10/2026 Tema ETFs LLC7,748$3.16M0.1%+9.7%0.003%
7/10/2026 William Mack & Associates Inc.605$246K0.1%N/A0.000%
7/10/2026 Northcape Capital Pty Ltd4,829$1.97M0.3%-23.4%0.002%
7/10/2026 E. Ohman J or Asset Management AB10,476$4.04M0.1%-24.0%0.004%
7/10/2026 Handelsbanken Fonder AB166,035$67.62M0.2%-11.7%0.056%
7/10/2026 City Holding Co.2,065$841K0.1%-20.4%0.001%
7/10/2026 Orrstown Financial Services Inc.1,788$728K0.1%-4.0%0.001%
7/10/2026 Charles Schwab Trust Co500$204K0.0%N/A0.000%
7/10/2026 LVM Capital Management Ltd. MI674$274K0.0%-4.7%0.000%
7/10/2026 Fulton Bank N.A.1,852$754K0.0%+69.3%0.001%
7/10/2026 Wealthcare Advisory Partners LLC1,031$420K0.0%+23.2%0.000%
7/9/2026 Financial Management Professionals Inc.65$26K0.0%-72.3%0.000%
7/9/2026 Harrell Investment Partners LLC1,813$738K0.2%-4.6%0.001%
7/9/2026 First Bank & Trust1,292$526K0.1%-15.0%0.000%
7/9/2026 Revolve Wealth Partners LLC519$211K0.0%+9.5%0.000%
7/9/2026 Legacy Wealth Asset Management LLC2,272$925K0.2%+1.2%0.001%
7/9/2026 Everhart Financial Group Inc.1,948$793K0.1%-17.9%0.001%
7/9/2026 Sax Wealth Advisors LLC609$259K0.0%-22.9%0.000%
7/9/2026 Cardano Risk Management B.V.154,024$62.73M0.5%-7.6%0.052%
7/9/2026 Chemistry Wealth Management LLC5,176$2.11M0.3%+5.8%0.002%
7/9/2026 Hennion & Walsh Asset Management Inc.16,346$6.66M0.2%+4.2%0.006%
7/9/2026 First National Bank of Mount Dora Trust Investment Services12,394$5.05M1.0%-0.8%0.004%
7/9/2026 Breakwater Capital Group584$238K0.0%-6.7%0.000%
7/9/2026 Valeo Financial Advisors LLC3,492$1.42M0.0%-9.2%0.001%
7/8/2026 Rockland Trust Co.55,175$22.47M0.9%+11.4%0.019%
7/8/2026 Bright Rock Capital Management LLC22,500$9.16M1.8%N/A0.008%
7/8/2026 Thurston Springer Miller Herd & Titak Inc.1,540$627K0.2%+5.3%0.001%
7/8/2026 Chesley Taft & Associates LLC7,176$2.92M0.1%-14.8%0.002%
7/8/2026 AAFMAA Wealth Management & Trust LLC2,233$909K0.3%-8.8%0.001%
7/8/2026 Ebert Capital Management Inc.1,726$703K0.7%+11.2%0.001%
7/8/2026 Professional Advisory Services Inc.55,728$22.70M2.7%+10.4%0.019%
7/8/2026 Community Trust & Investment Co.40,231$16.38M0.8%+5.4%0.014%
7/8/2026 Cooper Financial Group648$264K0.0%-13.0%0.000%
7/8/2026 Elevation Wealth Partners LLC130$53K0.0%+31.3%0.000%
7/8/2026 Czech National Bank86,302$35.15M0.2%+3.6%0.029%
7/8/2026 PensionDanmark Pensionsforsikringsaktieselskab60,197$24.52M0.2%+10.4%0.020%
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7/8/2026 Mirabaud & Cie SA500$204K0.1%-33.4%0.000%
7/8/2026 Assenagon Asset Management S.A.11,141$4.54M0.0%-90.6%0.004%
7/8/2026 Apella Capital LLC953$423K0.0%+27.2%0.000%
7/8/2026 55 North Private Wealth LLC988$402K0.1%+29.0%0.000%
7/8/2026 Byrne Asset Management LLC779$317K0.2%-9.4%0.000%
7/8/2026 Thrive Wealth Management LLC2,084$849K0.1%-5.8%0.001%
7/8/2026 Lincoln Capital LLC1,990$810K0.1%-10.0%0.001%
7/8/2026 Chapin Davis Inc.1,856$756K0.1%+34.1%0.001%
7/7/2026 180 Wealth Advisors LLC563$229K0.0%-7.1%0.000%
7/7/2026 SFM LLC1,286$524K0.3%-18.0%0.000%
7/7/2026 Foster Group Inc.1,988$810K0.0%-1.4%0.001%
7/7/2026 Trust Asset Management LLC3,406$1.39M0.1%-3.6%0.001%
7/7/2026 Balefire LLC935$381K0.1%+11.0%0.000%
7/7/2026 Dynamic Advisor Solutions LLC6,741$2.75M0.1%-40.4%0.002%
7/7/2026 Baron Wealth Management LLC2,046$833K0.2%+10.0%0.001%
7/7/2026 BDF Gestion5,514$2.25M0.3%-10.1%0.002%
7/7/2026 GAMMA Investing LLC5,947$2.42M0.1%+17.7%0.002%
7/7/2026 Arlington Partners LLC697$284K0.5%+21.6%0.000%
7/7/2026 Harbor Investment Advisory LLC1,850$753K0.1%-10.3%0.001%
7/7/2026 Canandaigua National Bank & Trust Co.1,495$609K0.1%N/A0.001%
7/7/2026 Arlington Trust Co LLC76$31K0.0%-62.4%0.000%
7/7/2026 Moody National Bank Trust Division533$217K0.0%-17.2%0.000%
7/7/2026 Carderock Capital Management Inc.16,357$6.66M1.5%-27.5%0.006%
7/7/2026 Grove Bank & Trust931$379K0.0%-4.0%0.000%
7/7/2026 Legacy Solutions LLC553$225K0.2%+7.4%0.000%
7/7/2026 CoreCap Advisors LLC1,196$487K0.0%+30.9%0.000%
7/7/2026 Pacific Excel Wealth Advisors Inc.542$221K0.1%N/A0.000%
7/6/2026 Neville Rodie & Shaw Inc.9,944$4.05M0.3%-0.3%0.003%
7/6/2026 RDA Financial Network1,320$538K0.1%N/A0.000%
7/6/2026 Dogwood Wealth Management LLC225$92K0.0%+448.8%0.000%
7/2/2026 MassMutual Private Wealth & Trust FSB11,177$4.55M0.1%-6.6%0.004%
7/2/2026 CX Institutional18,120$7.38M0.2%+0.2%0.006%
7/1/2026 Confluence Investment Management LLC141,607$57.67M0.9%+5.5%0.048%
7/1/2026 Adelphi Trust Co551$224K0.1%-37.7%0.000%
7/1/2026 Eastern Bank56,208$22.89M0.4%-0.4%0.019%
6/26/2026Ravenstone Capital Management Inc.25,555$10.87M5.4%+14.0%0.009%
6/22/2026 Sapient Capital LLC628$267K0.0%+16.7%0.000%
6/15/2026Carmignac Gestion955,021$406.16M6.2%+10.4%0.323%
6/15/2026Lombard Odier Asset Management Europe Ltd49,578$21.09M0.1%+4.5%0.017%
6/12/2026Militia Capital Management LLC1,545$657K0.1%N/A0.001%
6/10/2026FAS Wealth Partners Inc.532$226K0.0%N/A0.000%
6/9/2026 Rathbones Group PLC563,623$239.73M0.9%-11.7%0.190%
6/8/2026 First National Bank of Mount Dora Trust Investment Services12,497$5.32M1.1%-15.5%0.004%
6/8/2026Pine Valley Investments Ltd Liability Co11,743$5.00M0.2%-25.2%0.004%
6/3/2026DV Trading LLC560$238K0.0%N/A0.000%
6/3/2026Parallel Advisors LLC8,284$3.52M0.1%+38.0%0.003%
6/3/2026NewEdge Advisors LLC20,005$8.51M0.0%+17.9%0.007%
6/1/2026Caerus Investment Advisors LLC709$302K0.1%N/A0.000%
6/1/2026First Nebraska Trust Co986$419K0.0%N/A0.000%
6/1/2026Integrated Investment Consultants LLC826$351K0.1%+8.0%0.000%
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6/1/2026Keel Point LLC6,681$2.84M0.2%+274.9%0.002%
5/28/2026Cozad Asset Management Inc.1,587$675K0.1%-43.9%0.001%
5/28/2026Blue Fin Capital Inc.5,709$2.43M0.4%+7.5%0.002%
5/26/2026Glenmede Trust Co. NA34,899$14.84M0.1%+23.6%0.012%
5/26/2026Axiom Investment Management LLC181$77K0.1%N/A0.000%
5/23/2026Ritter Alpha LP477$203K4.2%N/A0.000%
5/22/2026Groupama Asset Managment13,249$5.64M0.1%-2.9%0.004%
5/22/2026Segall Bryant & Hamill LLC89,314$38.31M0.5%+157.0%0.030%
5/21/2026Compass Capital Management Inc.127,290$54.14M3.2%+4,306.0%0.043%
5/21/2026Essential Partners LLC673$286K0.1%-26.4%0.000%


SPGI Institutional Ownership - Frequently Asked Questions

During the previous two years, 2,367 institutional investors and hedge funds held shares of S&P Global. The most heavily invested institutionals were Vanguard Group Inc. ($15.87B), State Street Corp ($7.45B), TCI Fund Management Ltd. ($6.16B), Morgan Stanley ($4.35B), Geode Capital Management LLC ($3.57B), FMR LLC ($2.94B), and Wellington Management Group LLP ($2.50B).Learn more on S&P Global's institutional investors.

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

Of the 2,022 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 ($12.21M), Valeo Financial Advisors LLC ($3.16M), T. Rowe Price Investment Management Inc. ($2.40M), Nuveen LLC ($2.17M), GAMMA Investing LLC ($2.14M), Cardano Risk Management B.V. ($1.76M), and EdgePoint Investment Group Inc. ($1.65M).

Institutional investors have bought a total of 41,664,102 shares in the last 24 months. This purchase volume represents approximately $21.06B in transactions.

Of the 1,101 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: Lombard Odier Asset Management Europe Ltd ($2.44M), Cardano Risk Management B.V. ($1.61M), Wellington Management Group LLP ($1.45M), Edgewood Management LLC ($833.81K), Amundi ($818.83K), Price T Rowe Associates Inc. MD ($732.42K), and UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC ($667.75K).

Institutional investors have sold a total of 25,076,015 shares in the last 24 months. This volume of shares sold represents approximately $12.43B in transactions.



This page (NYSE:SPGI) was last updated on 7/25/2026 by MarketBeat.com Staff.
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