S&P GLOBAL INC (SPGI) Institutional Ownership Changes & 13F Activity

S&P GLOBAL INC (SPGI). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Hsbc Holdings Plc, Ensign Peak Advisors, Inc, Advisors Asset Management, Inc., Strategic Wealth Partners, Ltd., and Dakota Wealth Management.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Op Asset Management LtdSell-369-0.9%41,488$21.68MQ4 2025Sep 28, 2026
Cornerstone Financial Management LlcBuy+32—32$16.72KQ4 2025Aug 28, 2026
Advisors Asset Management, Inc.Sell-21,796-100.0%0$0.00Q4 2025Aug 26, 2026
Dakota Wealth ManagementBuy+3,019—3,019$1.58MQ4 2025Aug 26, 2026
Ensign Peak Advisors, IncSell-26,612-7.4%331,495$173.24MQ4 2025Aug 18, 2026
Kerr Financial Planning CorpSell-7-7.4%88$39.81KQ4 2025Jul 01, 2026
Storebrand Asset Management AsBuy+1,121+0.5%211,030$110.28MQ4 2025May 20, 2026
National Philanthropic TrustBuy+1,297+297.5%1,733$905.65KQ4 2025May 15, 2026
Hamilton Capital, LlcBuy+530—530$276.97KQ4 2025May 15, 2026
Financial Advisors Network, Inc.Buy+418—418$218.48KQ4 2025May 15, 2026
Independent Financial Group, LlcBuy+125+20.4%739$386.31KQ4 2025May 15, 2026
Guilbault Capital LlcBuy+2,240—2,240$1.17MQ4 2025May 14, 2026
Strategic Wealth Partners, Ltd.Buy+3,217—3,217$1.68MQ4 2025May 12, 2026
1015 Capital Partners, LlcBuy+824—824$430.61KQ4 2025May 11, 2026
Journey Retirement Planning & Investment Management LlcBuy+456—456$238.60KQ4 2025Apr 29, 2026
Bravera WealthBuy+6—6$3.14KQ4 2025Apr 22, 2026
Athena Wealth Management, LlcBuy+429—429$224.35KQ4 2025Apr 17, 2026
American State Bank (Iowa)Buy+259+5.6%4,920$2.57MQ4 2025Apr 14, 2026
Northavenue LlcBuy+6—6$3.14KQ4 2025Apr 02, 2026
Financial Insights, Inc.Sell-447-100.0%0$0.00Q4 2025Apr 01, 2026
Merited Wealth, LlcBuy+134—134$70.03KQ4 2025Mar 26, 2026
Bison Wealth, LlcBuy+640—640$271.80KQ4 2025Mar 24, 2026
J. Derek Lewis & Associates Inc.Buy+409—409$213.74KQ4 2025Mar 23, 2026
Purpose Unlimited Inc.Buy+573—573$299.44KQ4 2025Mar 20, 2026
Stance Capital LlcBuy+2,804—2,804$1.47MQ4 2025Mar 17, 2026
Bank Of New HampshireBuy+65—65$33.97KQ4 2025Mar 16, 2026
Meadowbrook Advisors Group, LlcBuy+1,285—1,285$671.53KQ4 2025Mar 11, 2026
Larry Mathis Financial Planning, LlcBuy+630—630$329.23KQ4 2025Mar 11, 2026
Hsbc Holdings PlcBuy+844,936—844,936$442.30MQ4 2025Mar 06, 2026
BaybanBuy+151—151$78.91KQ4 2025Mar 05, 2026
Showing 30 of 2,114

Frequently asked questions about SPGI activity

  • Which institutional owners are buying SPGI?

    Institutional owners buying SPGI include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in SPGI activity?

    "Buy" means an investor increased their reported position in SPGI compared to the prior reporting period. This reflects growing exposure to S&P GLOBAL INC (SPGI) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in SPGI increasing?

    Institutional interest in SPGI can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.