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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Op Asset Management Ltd | Sell | -369 | -0.9% | 41,488 | $21.68M | Q4 2025 | Sep 28, 2026 |
| Cornerstone Financial Management Llc | Buy | +32 | — | 32 | $16.72K | Q4 2025 | Aug 28, 2026 |
| Advisors Asset Management, Inc. | Sell | -21,796 | -100.0% | 0 | $0.00 | Q4 2025 | Aug 26, 2026 |
| Dakota Wealth Management | Buy | +3,019 | — | 3,019 | $1.58M | Q4 2025 | Aug 26, 2026 |
| Ensign Peak Advisors, Inc | Sell | -26,612 | -7.4% | 331,495 | $173.24M | Q4 2025 | Aug 18, 2026 |
| Kerr Financial Planning Corp | Sell | -7 | -7.4% | 88 | $39.81K | Q4 2025 | Jul 01, 2026 |
| Storebrand Asset Management As | Buy | +1,121 | +0.5% | 211,030 | $110.28M | Q4 2025 | May 20, 2026 |
| National Philanthropic Trust | Buy | +1,297 | +297.5% | 1,733 | $905.65K | Q4 2025 | May 15, 2026 |
| Hamilton Capital, Llc | Buy | +530 | — | 530 | $276.97K | Q4 2025 | May 15, 2026 |
| Financial Advisors Network, Inc. | Buy | +418 | — | 418 | $218.48K | Q4 2025 | May 15, 2026 |
| Independent Financial Group, Llc | Buy | +125 | +20.4% | 739 | $386.31K | Q4 2025 | May 15, 2026 |
| Guilbault Capital Llc | Buy | +2,240 | — | 2,240 | $1.17M | Q4 2025 | May 14, 2026 |
| Strategic Wealth Partners, Ltd. | Buy | +3,217 | — | 3,217 | $1.68M | Q4 2025 | May 12, 2026 |
| 1015 Capital Partners, Llc | Buy | +824 | — | 824 | $430.61K | Q4 2025 | May 11, 2026 |
| Journey Retirement Planning & Investment Management Llc | Buy | +456 | — | 456 | $238.60K | Q4 2025 | Apr 29, 2026 |
| Bravera Wealth | Buy | +6 | — | 6 | $3.14K | Q4 2025 | Apr 22, 2026 |
| Athena Wealth Management, Llc | Buy | +429 | — | 429 | $224.35K | Q4 2025 | Apr 17, 2026 |
| American State Bank (Iowa) | Buy | +259 | +5.6% | 4,920 | $2.57M | Q4 2025 | Apr 14, 2026 |
| Northavenue Llc | Buy | +6 | — | 6 | $3.14K | Q4 2025 | Apr 02, 2026 |
| Financial Insights, Inc. | Sell | -447 | -100.0% | 0 | $0.00 | Q4 2025 | Apr 01, 2026 |
| Merited Wealth, Llc | Buy | +134 | — | 134 | $70.03K | Q4 2025 | Mar 26, 2026 |
| Bison Wealth, Llc | Buy | +640 | — | 640 | $271.80K | Q4 2025 | Mar 24, 2026 |
| J. Derek Lewis & Associates Inc. | Buy | +409 | — | 409 | $213.74K | Q4 2025 | Mar 23, 2026 |
| Purpose Unlimited Inc. | Buy | +573 | — | 573 | $299.44K | Q4 2025 | Mar 20, 2026 |
| Stance Capital Llc | Buy | +2,804 | — | 2,804 | $1.47M | Q4 2025 | Mar 17, 2026 |
| Bank Of New Hampshire | Buy | +65 | — | 65 | $33.97K | Q4 2025 | Mar 16, 2026 |
| Meadowbrook Advisors Group, Llc | Buy | +1,285 | — | 1,285 | $671.53K | Q4 2025 | Mar 11, 2026 |
| Larry Mathis Financial Planning, Llc | Buy | +630 | — | 630 | $329.23K | Q4 2025 | Mar 11, 2026 |
| Hsbc Holdings Plc | Buy | +844,936 | — | 844,936 | $442.30M | Q4 2025 | Mar 06, 2026 |
| Bayban | Buy | +151 | — | 151 | $78.91K | Q4 2025 | Mar 05, 2026 |
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.
Related SPGI Institutional Insights
- SPGI Overview
- SPGI 13F Institutional Holders
- SPGI Superinvestors
- Financial Services Sector Institutional Ownership
- Financial Services Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Financial Services Stocks By Institutional Investors
- Most Sold Financial Services Stocks By Institutional Investors
- SPGI Insider Trading & SEC Form 4 Activity
- SPGI Articles
- Top Institutional Investor Stock Rankings