SPGI · Company research
S&P Global Inc. (SPGI): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
80records availableFinancial Services
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| Tompkins Financial Corporation | 1005817 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 115 | 45364000 | — | — | — | Oct 5, 2026 | SEC_13F_HR |
| Park National Corporation | 805676 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 22461 | 8860191000 | — | — | — | Oct 5, 2026 | SEC_13F_HR |
| Orrstown Financial Services Inc | 826154 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1812 | 714780 | — | — | — | Oct 14, 2026 | SEC_13F_HR |
| NICHOLS & PRATT ADVISERS LLP /MA | 1141781 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2300 | 936698 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| CENTRAL BANK & TRUST CO | 1175954 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16819 | 6849706 | — | — | — | Jul 17, 2026 | SEC_13F_DATASET |
| MEEDER ASSET MANAGEMENT INC | 809443 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 59 | 24028 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Voleon Capital Management LP | 1479847 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 645 | 262683 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Graticule Asia Macro Advisors LLC | 1619390 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 552 | 224808 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | 2145782 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 239 | 97787 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Avanza Fonder AB | 2035325 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 23101 | 9408113 | — | — | — | Jul 17, 2026 | SEC_13F_DATASET |
| WCG Wealth Advisors LLC | 1855713 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10510 | 4280186 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Camrose Capital Investment Partners LLP | 2040608 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 244119 | 99419904 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| LAKEWOOD CAPITAL MANAGEMENT, LP | 1424381 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 51750 | 21075705 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Mudita Advisors LLP | 1907809 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14000 | 5701640 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Crews Bank & Trust | 2052279 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7 | 2851 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| HRT FINANCIAL LP | 1475597 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 125572 | 51140 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Snowden Capital Advisors LLC | 1903055 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 34751 | 14152692 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| WealthShield Partners, LLC | 1729303 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6074 | 2473766 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Rodgers Brothers Inc. | 1397290 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4315 | 1757327 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Relyea Zuckerberg Hanson LLC | 1793691 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 658 | 268039 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Bretton Capital Management, LLC | 2043671 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9300 | 3787518 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| PRELUDE CAPITAL MANAGEMENT, LLC | 1387508 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1154 | 469978 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| TRUST CO OF TOLEDO NA /OH/ | 1008937 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 474 | 193041 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Legacy Financial Advisors, Inc. | 1730810 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1530 | 623222 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Wealth Intelligence, LLC | 2112078 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1054 | 429252 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Chevy Chase Trust Holdings, LLC | 1462020 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 141950 | 57810557 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Stenger Family Office, LLC | 2056106 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 690 | 281009 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Qube Research & Technologies Ltd | 1729829 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 102530 | 41756368 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Polymer Capital Management (US) LLC | 1973324 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5434 | 2213051 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| VOYA INVESTMENT MANAGEMENT LLC | 1068837 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 43445 | 17693411 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| HIGHLINE WEALTH PARTNERS LLC | 2042654 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 642 | 261512 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| AlphaGrep UK Ltd | 2148988 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1765 | 718814 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| WEDGEWOOD PARTNERS INC | 859804 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 31339 | 12763035 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Aigen Investment Management, LP | 1741224 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3919 | 1596052 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Nova Wealth Management, Inc. | 2051980 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 33 | 13440 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Essential Investment Partners LLC | 2145170 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 74 | 30137 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| PRICE T ROWE ASSOCIATES INC /MD/ | 80255 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 995144 | 405283 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| NICHOLAS COMPANY, INC. | 903949 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 165430 | 67373022 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Souders Financial Advisors | 1811240 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2749 | 1119675 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Squarepoint Ops LLC | 1642575 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 48351 | 19691428 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Independence Bank of Kentucky | 1730479 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10928 | 4450537 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| YHB Investment Advisors, Inc. | 1469219 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3159 | 1286534 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Cache Advisors, LLC | 2052593 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 789 | 321328 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Banco BTG Pactual S.A. | 1536080 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 743 | 302594 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| BARLOW WEALTH PARTNERS, LLC | 1999928 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2076 | 894320 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| ICW Investment Advisors LLC | 1794820 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1845 | 751552 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Cypress Capital Group | 1341748 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2373 | 966429 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Align Financial, LLC | 2089183 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 94 | 38282 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| Kemnay Advisory Services Inc. | 1555283 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 116 | 47242 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| HUNTINGTON NATIONAL BANK | 49205 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2793 | 1137477 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| GCQ FUNDS MANAGEMENT PTY Ltd | 2031554 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 116555 | 47468189 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 1536186 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5963 | 2428491 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Sompo Asset Management Co., Ltd. | 1533504 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7593 | 3092325 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| AXA S.A. | 898427 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 994 | 355251 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Rench Wealth Management, Inc. | 1599016 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3355 | 1366337 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| R Squared Ltd | 1896148 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3129 | 1274317 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| HighVista Strategies LLC | 1335325 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3782 | 1540257 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Stembrook Asset Management, LLC | 2109734 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 766 | 311962 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Peterson Wealth Services | 1906799 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 915 | 372535 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| IFG Advisory, LLC | 1728319 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 268 | 109086 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| ALKEON CAPITAL MANAGEMENT LLC | 1230239 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 159030 | 64766558 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| JACKSON HILL ADVISORS, LLC | 1911159 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 50000 | 20363000 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Pacifica Partners Inc. | 1799900 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16 | 7038 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| New Hampshire Trust | 1961742 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 863 | 351465 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 1177206 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5015 | 2042409 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| DAVENPORT & Co LLC | 887777 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16138 | 6216519 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| BLB&B Advisors, LLC | 1389059 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2837 | 1155397 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| RWA WEALTH PARTNERS, LLC | 1544576 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 18142 | 7388686 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| WOODSTOCK CORP | 1008877 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1109 | 451651 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| SteelPeak Wealth, LLC | 1801868 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10819 | 4406148 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| JONES FINANCIAL COMPANIES LLLP | 815917 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1505 | 120852 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Federation des caisses Desjardins du Quebec | 2022297 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 625 | 254194 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Capital Research Global Investors | 1422848 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5555 | 2265025 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| ARMSTRONG ADVISORY GROUP, INC | 1932952 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 65 | 26472 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Charles Schwab Trust Co | 1789219 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 500 | 203630 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| USA FINANCIAL FORMULAS | 1534358 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 27 | 10996 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Waterway Wealth Management, LLC | 1992193 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5348 | 2178055 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Permanent Capital Management, LP | 2054108 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1035 | 421514 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Koshinski Asset Management, Inc. | 1633389 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 658 | 268165 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| Scharf Investments, LLC | 1463746 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 954 | 388526 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.