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Livermore
Livermore
ZHEN

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, Q2 2021

Institutional positions in S&P Global Inc. as of Jun 30, 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
1,358
+74 vs. Q1 2021
Shares held
224.1M
+9.52M (+4.4%) vs. Q1 2021
Total value
$92.0B
+$16.2B (+21.4%) vs. Q1 2021
New holders
142
544 more added
Sold out
68
417 more reduced

16 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2021: new holders, sold out and not filed yet

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 holdersQ2 2021: 1,358 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 heldQ2 2021: $92.0B
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, Q2 2021

Shares, value and share of portfolio for each institution holding S&P Global Inc.; share changes are against Q1 2021.

Institutions holding SPGI in Q2 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Kelly Financial Services LLC71,491$1740.01%+71,463+255,225.0%Added
PEAK6 Investments LLC4$1.00K0.00%−6,881−99.9%Reduced
Transamerica Financial Advisors, Inc.3$1.00K0.02%00.0%Unchanged
TFC Financial Management3$1.00K0.00%00.0%Unchanged
WestEnd Advisors, LLC–$1.23K0.00%–New
USA Financial Portformulas Corp4$2.00K0.00%−1−20.0%Reduced
Joseph P. Lucia & Associates, LLC5$2.00K0.00%00.0%Unchanged
Better Money Decisions, LLC6$2.00K0.00%00.0%Unchanged
Vigilant Capital Management, LLC5$2.00K0.00%+5New
Wolff Wiese Magana LLC5$2.00K0.00%+5New
Twin Lakes Capital Management, LLC8$3.00K0.00%00.0%Unchanged
Financial Management Professionals, Inc.7$3.00K0.00%00.0%Unchanged
Roble, Belko & Company, Inc7$3.00K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC7$3.00K0.00%00.0%Unchanged
Crescent Capital Consulting, LLC8$3.00K0.00%+8New
Sage Private Wealth Group, LLC10$4.00K0.01%00.0%Unchanged
Hudock, Inc.11$4.00K0.00%00.0%Unchanged
DB Wealth Management Group, LLC9$4.00K0.00%00.0%Unchanged
KB Financial Partners, LLC9$4.00K0.00%00.0%Unchanged
Providence Capital Advisors, LLC12$5.00K0.00%00.0%Unchanged
Summit Wealth Group, LLC12$5.00K0.01%00.0%Unchanged
Standard Family Office LLC11$5.00K0.00%00.0%Unchanged
QVR LLC14$6.00K0.02%−78−84.8%Reduced
Sargent Bickham Lagudis LLC14$6.00K0.00%00.0%Unchanged
Gradient Investments LLC15$6.00K0.00%+10+200.0%Added
Kayne Anderson Rudnick Investment Management LLC16$7.00K0.00%00.0%Unchanged
Allworth Financial LP17$7.00K0.00%+17New
BerganKDV Wealth Management, LLC20$8.00K0.00%00.0%Unchanged
Sugarloaf Wealth Management, LLC19$8.00K0.00%+19New
Acima Private Wealth, LLC22$9.00K0.00%00.0%Unchanged
Carroll Financial Associates, Inc.25$10.0K0.00%−451−94.7%Reduced
D'Orazio & Associates, Inc.25$10.0K0.00%00.0%Unchanged
Fortis Advisors, LLC25$10.0K0.01%00.0%Unchanged
IMA Wealth, Inc.26$11.0K0.00%00.0%Unchanged
Trustcore Financial Services, LLC26$11.0K0.00%+26New
Optimum Investment Advisors30$12.0K0.00%00.0%Unchanged
First Financial Corp32$13.0K0.01%00.0%Unchanged
Thompson Siegel & Walmsley LLC31$13.0K0.00%00.0%Unchanged
Baystate Wealth Management LLC30$13.0K0.00%00.0%Unchanged
Oakworth Capital, Inc.31$13.0K0.00%00.0%Unchanged
McIlrath & Eck, LLC32$13.0K0.00%00.0%Unchanged
Raffa Wealth Management, LLC33$13.5K0.00%−274−89.3%Reduced
Coastal Capital Group, Inc.34$14.0K0.00%−50−59.5%Reduced
Rock Creek Group, LP40$16.0K0.00%+40New
Bellevue Asset Management, LLC42$17.0K0.01%00.0%Unchanged
Tradition Wealth Management, LLC42$17.0K0.00%00.0%Unchanged
TCTC Holdings, LLC41$17.0K0.00%00.0%Unchanged
Hexagon Capital Partners LLC42$17.0K0.00%00.0%Unchanged
MV Capital Management, Inc.41$17.0K0.00%+35+583.3%Added
Eagle Bay Advisors LLC40$18.0K0.01%+40New
Westside Investment Management, Inc.51$20.0K0.00%00.0%Unchanged
Sterling Financial Planning, Inc.48$20.0K0.01%00.0%Unchanged
Ayalon Holdings Ltd.52$21.0K0.01%00.0%Unchanged
Crewe Advisors LLC53$22.0K0.01%−10−15.9%Reduced
Sit Investment Associates Inc54$22.0K0.00%00.0%Unchanged
Evolution Wealth Advisors, LLC53$22.0K0.00%00.0%Unchanged
Simon Quick Advisors, LLC55$22.0K0.01%+12+27.9%Added
Global Retirement Partners, LLC56$23.0K0.00%−69−55.2%Reduced
Cranbrook Wealth Management, LLC56$23.0K0.01%−7−11.1%Reduced
Pin Oak Investment Advisors Inc57$23.0K0.02%00.0%Unchanged
Rain Capital Management, LLC55$23.0K0.02%+2+3.8%Added
Exchange Traded Concepts, LLC56$23.0K0.00%+56New
Lenox Wealth Advisors, LLC58$24.0K0.00%00.0%Unchanged
Hexavest Inc.62$25.0K0.00%00.0%Unchanged
HWG Holdings LP61$25.0K0.01%00.0%Unchanged
PrairieView Partners, LLC63$26.0K0.00%00.0%Unchanged
Artemis Wealth Advisors, LLC63$26.0K0.00%+1+1.6%Added
Tacita Capital Inc63$26.0K0.02%00.0%Unchanged
Endurance Wealth Management, Inc.68$27.0K0.00%00.0%Unchanged
Johnson Financial Group, Inc.66$27.0K0.00%+16+32.0%Added
BDO Wealth Advisors, LLC65$27.0K0.00%+18+38.3%Added
First Pacific Advisors, LP70$29.0K0.00%00.0%Unchanged
Ironwood Financial, llc70$29.0K0.01%00.0%Unchanged
Resolute Partners Group70$29.0K0.00%00.0%Unchanged
Creative Financial Designs Inc74$30.0K0.01%00.0%Unchanged
American Research & Management Co.75$31.0K0.01%−15−16.7%Reduced
Patriot Financial Group Insurance Agency, LLC78$32.0K0.01%+5+6.8%Added
South State Corp.80$33.0K0.00%−9−10.1%Reduced
West Branch Capital LLC80$33.0K0.02%+80New
SOA Wealth Advisors, LLC.85$34.0K0.01%+19+28.8%Added
Concord Wealth Partners85$35.0K0.01%−141−62.4%Reduced
FinTrust Capital Advisors, LLC89$37.0K0.01%−21−19.1%Reduced
GPS Wealth Strategies Group, LLC95$39.0K0.01%00.0%Unchanged
Ancora Advisors, LLC101$41.0K0.00%+101New
Towarzystwo Funduszy Inwestycyjnych Pzu SA100$41.0K0.05%00.0%Unchanged
Tarbox Family Office, Inc.104$43.0K0.01%00.0%Unchanged
Glen Eagle Advisors, LLC108$44.3K0.01%00.0%Unchanged
Capital Directions Investment Advisors, LLC115$47.0K0.01%00.0%Unchanged
Atticus Wealth Management, LLC114$47.0K0.02%00.0%Unchanged
JJJ Advisors Inc.122$50.0K0.02%+4+3.4%Added
Arkadios Wealth Advisors122$50.0K0.01%+61+100.0%Added
Earnest Partners LLC127$52.0K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc127$52.0K0.00%00.0%Unchanged
Capitolis Advisors LLC128$53.0K0.00%−930−87.9%Reduced
Gemmer Asset Management LLC131$54.0K0.01%+4+3.1%Added
Plante Moran Financial Advisors, LLC141$58.0K0.01%−173−55.1%Reduced
Walled Lake Planning & Wealth Management, LLC149$61.0K0.04%00.0%Unchanged
Rockbridge Investment Management, LCC150$62.0K0.01%00.0%Unchanged
Evermay Wealth Management LLC150$62.0K0.01%+150New
Kistler-Tiffany Companies, LLC160$66.0K0.02%00.0%Unchanged