SPGI S&P Global
S&P Global (SPGI) Institutional Ownership
What the institutions did with SPGI last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 131.5K | 31.8% |
| JIA INVESTMENT ALLIANCE PTE. LTD. | 91.9K | 22.2% |
| EASTERN BANK | 59.9K | 14.5% |
| ROCKLAND TRUST CO | 57.7K | 13.9% |
| BRIGHT ROCK CAPITAL MANAGEMENT, LLC | 22.5K | 5.4% |
| PARK NATIONAL CORP /OH/ | 22.5K | 5.4% |
| MassMutual Private Wealth & Trust, FSB | 10.7K | 2.6% |
| NEVILLE RODIE & SHAW INC | 9.9K | 2.4% |
| CX Institutional | 2.0K | 0.5% |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 1.3K | 0.3% |
| ACIMA PRIVATE WEALTH, LLC | 752 | 0.2% |
| Violich Capital Management, Inc. | 750 | 0.2% |
| Versant Capital Management, Inc | 684 | 0.2% |
| General Partner, Inc. | 443 | 0.1% |
| Planning Strategies Inc. | 236 | 0.1% |
| GoalVest Advisory LLC | 232 | 0.1% |
| Central Pacific Bank - Trust Division | 198 | 0.0% |
| Rosenberg Matthew Hamilton | 169 | 0.0% |
| TOMPKINS FINANCIAL CORP | 115 | 0.0% |
| BURKETT FINANCIAL SERVICES, LLC | 93 | 0.0% |
| Hickory Point Bank & Trust | 58 | 0.0% |
| Polaris Financial Partners | 36 | 0.0% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| CX Institutional | Reduced | 18.1K | 2.0K | -16.1K |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | Reduced | 141.6K | 131.5K | -10.1K |
| PARK NATIONAL CORP /OH/ | Reduced | 28.6K | 22.5K | -6.1K |
| EASTERN BANK | Increased | 56.2K | 59.9K | +3.7K |
| ROCKLAND TRUST CO | Increased | 55.2K | 57.7K | +2.5K |
| Adelphi Trust Co | Sold Out | 551 | 0 | -551 |
| MassMutual Private Wealth & Trust, FSB | Reduced | 11.2K | 10.7K | -448 |
| Planning Strategies Inc. | Increased | 18 | 236 | +218 |
| Rosenberg Matthew Hamilton | Increased | 79 | 169 | +90 |
| BURKETT FINANCIAL SERVICES, LLC | Increased | 6 | 93 | +87 |
| ACIMA PRIVATE WEALTH, LLC | Reduced | 826 | 752 | -74 |
| Versant Capital Management, Inc | Reduced | 736 | 684 | -52 |
| GoalVest Advisory LLC | Reduced | 262 | 232 | -30 |
| Coastline Trust Co | Sold Out | 30 | 0 | -30 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | Increased | 1.3K | 1.3K | +9 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.