Skip to main content

S&P Global Inc.

SPGI
Exchange
NYSE
Industry
Services-Consumer Credit Reporting, Collection Agencies
SEC CIK
0000064040

No open-market purchases or sales by S&P Global Inc. insiders were filed in the last 90 days; 2,076 institutions reported holding it in 13F filings for Q2 2026, worth $105.7B in total; 9 superinvestors hold it, including TCI Fund Management and Pershing Square.

13F holders, Q1 2021

Institutional positions in S&P Global Inc. as of Mar 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
1,300
No complete 13F data for Q4 2020
Shares held
215.9M
No complete 13F data for Q4 2020
Total value
$76.2B
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting SPGI on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2021: 1,300 institutions
Q1 2021: 1,300 institutionsQ2 2021: 1,358 institutionsQ3 2021: 1,417 institutionsQ4 2021: 1,541 institutionsQ1 2022: 1,650 institutionsQ2 2022: 1,559 institutionsQ3 2022: 1,501 institutionsQ4 2022: 1,571 institutionsQ1 2023: 1,598 institutionsQ2 2023: 1,622 institutionsQ3 2023: 1,625 institutionsQ4 2023: 1,774 institutionsQ1 2024: 1,836 institutionsQ2 2024: 1,843 institutionsQ3 2024: 1,937 institutionsQ4 2024: 2,046 institutionsQ1 2025: 2,082 institutionsQ2 2025: 2,068 institutionsQ3 2025: 2,059 institutionsQ4 2025: 2,204 institutionsQ1 2026: 2,127 institutionsQ2 2026: 2,076 institutions
Value heldQ1 2021: $76.2B
Q1 2021: $76.2BQ2 2021: $92.0BQ3 2021: $95.7BQ4 2021: $107.5BQ1 2022: $127.4BQ2 2022: $99.6BQ3 2022: $87.7BQ4 2022: $93.8BQ1 2023: $95.3BQ2 2023: $111.1BQ3 2023: $100.4BQ4 2023: $121.3BQ1 2024: $115.2BQ2 2024: $121.4BQ3 2024: $140.2BQ4 2024: $134.2BQ1 2025: $135.4BQ2 2025: $140.5BQ3 2025: $126.8BQ4 2025: $137.4BQ1 2026: $108.7BQ2 2026: $105.7B
Institutions holding SPGI and their total value by quarter
QuarterHoldersValue
Q2 20262,076$105.7B
Q1 20262,127$108.7B
Q4 20252,204$137.4B
Q3 20252,059$126.8B
Q2 20252,068$140.5B
Q1 20252,082$135.4B
Q4 20242,046$134.2B
Q3 20241,937$140.2B
Q2 20241,843$121.4B
Q1 20241,836$115.2B
Q4 20231,774$121.3B
Q3 20231,625$100.4B
Q2 20231,622$111.1B
Q1 20231,598$95.3B
Q4 20221,571$93.8B
Q3 20221,501$87.7B
Q2 20221,559$99.6B
Q1 20221,650$127.4B
Q4 20211,541$107.5B
Q3 20211,417$95.7B
Q2 20211,358$92.0B
Q1 20211,300$76.2B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding S&P Global Inc..

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding SPGI in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Transamerica Financial Advisors, Inc.3$1.00K0.02%––
Atlas Private Wealth Advisors2$1.00K0.00%––
TFC Financial Management3$1.00K0.00%––
Gradient Investments LLC5$2.00K0.00%––
Financial Management Professionals, Inc.7$2.00K0.00%––
MV Capital Management, Inc.6$2.00K0.00%––
USA Financial Portformulas Corp5$2.00K0.00%––
Roble, Belko & Company, Inc7$2.00K0.00%––
Joseph P. Lucia & Associates, LLC5$2.00K0.00%––
Carolinas Wealth Consulting LLC7$2.00K0.00%––
Better Money Decisions, LLC6$2.00K0.00%––
Bartlett & Co. Wealth Management LLC8$2.82K0.00%––
Hudock, Inc.11$3.00K0.00%––
Bartlett & Co. LLC8$3.00K0.00%––
DB Wealth Management Group, LLC9$3.00K0.00%––
Twin Lakes Capital Management, LLC8$3.00K0.00%––
KB Financial Partners, LLC9$3.00K0.00%––
Perkins Coie Trust Co12$4.00K0.00%––
Providence Capital Advisors, LLC12$4.00K0.00%––
Summit Wealth Group, LLC12$4.00K0.01%––
Standard Family Office LLC11$4.00K0.00%––
Sage Private Wealth Group, LLC10$4.00K0.01%––
Hanson & Doremus Investment Management13$5.00K0.00%––
Sargent Bickham Lagudis LLC14$5.00K0.00%––
Kayne Anderson Rudnick Investment Management LLC16$6.00K0.00%––
Northwest Investment Counselors, LLC17$6.00K0.00%––
MPS Loria Financial Planners, LLC18$6.00K0.00%––
BerganKDV Wealth Management, LLC20$7.00K0.00%––
Acima Private Wealth, LLC22$8.00K0.00%––
IMA Wealth, Inc.26$9.00K0.00%––
D'Orazio & Associates, Inc.25$9.00K0.00%––
Fortis Advisors, LLC25$9.00K0.01%––
Kelly Financial Services LLC28$9.89K0.01%––
American National Bank28$10.0K0.00%––
CSat Investment Advisory, L.P.27$10.0K0.01%––
First Financial Corp32$11.0K0.01%––
Thompson Siegel & Walmsley LLC31$11.0K0.00%––
Optimum Investment Advisors30$11.0K0.00%––
Baystate Wealth Management LLC30$11.0K0.00%––
Oakworth Capital, Inc.31$11.0K0.00%––
McIlrath & Eck, LLC32$11.0K0.00%––
TCTC Holdings, LLC41$14.0K0.00%––
Resolute Partners Group70$14.0K0.00%––
Hexagon Capital Partners LLC42$14.0K0.00%––
Simon Quick Advisors, LLC43$15.0K0.00%––
Bellevue Asset Management, LLC42$15.0K0.01%––
Tradition Wealth Management, LLC42$15.0K0.00%––
Sound Income Strategies, LLC45$15.9K0.00%––
Westside Investment Management, Inc.51$17.0K0.00%––
BDO Wealth Advisors, LLC47$17.0K0.00%––
Sterling Financial Planning, Inc.48$17.0K0.01%––
Cowa, LLC45$17.0K0.01%––
Johnson Financial Group, Inc.50$18.0K0.00%––
Sit Investment Associates Inc54$19.0K0.00%––
Ayalon Holdings Ltd.52$19.0K0.01%––
Rain Capital Management, LLC53$19.0K0.02%––
Grant Street Asset Management, Inc.53$19.0K0.01%––
Evolution Wealth Advisors, LLC53$19.0K0.00%––
Allred Capital Management, LLC54$19.1K0.01%––
Pin Oak Investment Advisors Inc57$20.0K0.02%––
Lenox Wealth Advisors, LLC58$20.0K0.00%––
Arkadios Wealth Advisors61$21.0K0.00%––
Seven Springs Wealth Group, LLC59$21.0K0.01%––
Hexavest Inc.62$22.0K0.00%––
Cranbrook Wealth Management, LLC63$22.0K0.01%––
HWG Holdings LP61$22.0K0.01%––
PrairieView Partners, LLC63$22.0K0.00%––
Crewe Advisors LLC63$22.0K0.01%––
Artemis Wealth Advisors, LLC62$22.0K0.00%––
Tacita Capital Inc63$22.0K0.01%––
SOA Wealth Advisors, LLC.66$23.0K0.01%––
Endurance Wealth Management, Inc.68$24.0K0.00%––
First Pacific Advisors, LP70$25.0K0.00%––
Sandy Spring Bank68$25.0K0.00%––
Ironwood Financial, llc70$25.0K0.01%––
Creative Financial Designs Inc74$26.0K0.01%––
Patriot Financial Group Insurance Agency, LLC73$26.0K0.01%––
Solstein Capital, LLC76$27.0K0.04%––
Coastal Capital Group, Inc.84$30.0K0.01%––
South State Corp.89$31.0K0.00%––
American Research & Management Co.90$32.0K0.01%––
QVR LLC92$32.0K0.66%––
Wealthcare Advisory Partners LLC93$33.0K0.00%––
GPS Wealth Strategies Group, LLC95$33.0K0.01%––
Duncker Streett & Co Inc100$35.0K0.01%––
Towarzystwo Funduszy Inwestycyjnych Pzu SA100$35.3K0.05%––
Wealthcare Capital Management LLC104$37.0K0.00%––
Tarbox Family Office, Inc.104$37.0K0.01%––
Glen Eagle Advisors, LLC108$38.1K0.01%––
FinTrust Capital Advisors, LLC110$39.0K0.01%––
Atticus Wealth Management, LLC114$40.0K0.02%––
Capital Directions Investment Advisors, LLC115$41.0K0.01%––
JJJ Advisors Inc.118$42.0K0.02%––
Global Retirement Partners, LLC125$44.0K0.01%––
Earnest Partners LLC127$45.0K0.00%––
Farmers & Merchants Investments Inc127$45.0K0.00%––
Gemmer Asset Management LLC127$45.0K0.01%––
TD Ameritrade Investment Management, LLC142$47.0K0.00%––
Prentice Wealth Management LLC134$47.0K0.03%––
Sun Life Financial INC143$50.0K0.00%––