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, Q3 2021
Institutional positions in S&P Global Inc. as of Sep 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
- 1,417
- +74 vs. Q2 2021
- Shares held
- 225.3M
- +1.47M (+0.7%) vs. Q2 2021
- Total value
- $95.7B
- +$3.89B (+4.2%) vs. Q2 2021
- New holders
- 124
- 572 more added
- Sold out
- 50
- 453 more reduced
15 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,076 | $105.7B |
| Q1 2026 | 2,127 | $108.7B |
| Q4 2025 | 2,204 | $137.4B |
| Q3 2025 | 2,059 | $126.8B |
| Q2 2025 | 2,068 | $140.5B |
| Q1 2025 | 2,082 | $135.4B |
| Q4 2024 | 2,046 | $134.2B |
| Q3 2024 | 1,937 | $140.2B |
| Q2 2024 | 1,843 | $121.4B |
| Q1 2024 | 1,836 | $115.2B |
| Q4 2023 | 1,774 | $121.3B |
| Q3 2023 | 1,625 | $100.4B |
| Q2 2023 | 1,622 | $111.1B |
| Q1 2023 | 1,598 | $95.3B |
| Q4 2022 | 1,571 | $93.8B |
| Q3 2022 | 1,501 | $87.7B |
| Q2 2022 | 1,559 | $99.6B |
| Q1 2022 | 1,650 | $127.4B |
| Q4 2021 | 1,541 | $107.5B |
| Q3 2021 | 1,417 | $95.7B |
| Q2 2021 | 1,358 | $92.0B |
| Q1 2021 | 1,300 | $76.2B |
Institutions, Q3 2021
Shares, value and share of portfolio for each institution holding S&P Global Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Arkadios Wealth Advisors | 122 | $52.0K | 0.01% | 00.0% | Unchanged |
| Earnest Partners LLC | 127 | $54.0K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 131 | $56.0K | 0.01% | 00.0% | Unchanged |
| Capitolis Advisors LLC | 128 | $57.0K | 0.00% | 00.0% | Unchanged |
| Motco | 138 | $59.0K | 0.00% | −921−87.0% | Reduced |
| Johnson Financial Group, Inc. | 146 | $62.0K | 0.00% | +80+121.2% | Added |
| Hall Laurie J Trustee | 145 | $62.0K | 0.02% | +145 | New |
| JFS Wealth Advisors, LLC | 146 | $62.0K | 0.01% | +146 | New |
| Walled Lake Planning & Wealth Management, LLC | 149 | $63.0K | 0.04% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 150 | $64.0K | 0.01% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 150 | $64.0K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 151 | $64.0K | 0.00% | +24+18.9% | Added |
| Kistler-Tiffany Companies, LLC | 160 | $68.0K | 0.02% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 165 | $70.0K | 0.02% | −42−20.3% | Reduced |
| Reilly Financial Advisors, LLC | 164 | $70.0K | 0.01% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 167 | $71.0K | 0.04% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 173 | $74.0K | 0.05% | −2−1.1% | Reduced |
| Ancora Advisors, LLC | 174 | $74.0K | 0.00% | +73+72.3% | Added |
| Freedman Financial Associates, Inc. | 177 | $75.0K | 0.05% | +14+8.6% | Added |
| JJJ Advisors Inc. | 177 | $75.0K | 0.03% | +55+45.1% | Added |
| Glassman Wealth Services | 178 | $76.0K | 0.02% | +11+6.6% | Added |
| D'Orazio & Associates, Inc. | 181 | $77.0K | 0.02% | +156+624.0% | Added |
| Tradewinds Capital Management, LLC | 184 | $78.0K | 0.01% | +184 | New |
| NuWave Investment Management, LLC | 187 | $79.0K | 0.09% | +187 | New |
| Zions Bancorporation, N.A. | 189 | $80.0K | 0.01% | +2+1.1% | Added |
| Bell Investment Advisors, Inc | 191 | $81.0K | 0.02% | +191 | New |
| M&R Capital Management Inc | 200 | $84.0K | 0.02% | 00.0% | Unchanged |
| Caldwell Trust Co | 200 | $85.0K | 0.01% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 200 | $85.0K | 0.01% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 200 | $85.0K | 0.02% | 00.0% | Unchanged |
| Consolidated Planning Corp | 200 | $85.0K | 0.06% | +200 | New |
| PFG Private Wealth Management, LLC | 203 | $86.0K | 0.05% | +203 | New |
| HHM Wealth Advisors, LLC | 207 | $88.0K | 0.02% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 208 | $88.0K | 0.05% | +168+420.0% | Added |
| Pinnacle Bancorp, Inc. | 215 | $91.0K | 0.04% | +12+5.9% | Added |
| Kelly Financial Services LLC | 220 | $93.3K | 0.05% | −71,271−99.7% | Reduced |
| Allworth Financial LP | 221 | $94.0K | 0.00% | +204+1,200.0% | Added |
| Solstein Capital, LLC | 226 | $96.0K | 0.06% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 233 | $99.0K | 0.02% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 234 | $99.4K | 0.03% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 243 | $103.3K | 0.01% | +243 | New |
| Webster Bank, N. A. | 250 | $106.0K | 0.01% | 00.0% | Unchanged |
| Clean Yield Group | 250 | $106.0K | 0.04% | 00.0% | Unchanged |
| Geo Capital Gestora de Recursos Ltd | 257 | $109.0K | 0.05% | −4,694−94.8% | Reduced |
| Prentice Wealth Management LLC | 258 | $110.0K | 0.05% | +2+0.8% | Added |
| Carroll Financial Associates, Inc. | 260 | $110.0K | 0.01% | +235+940.0% | Added |
| Versant Capital Management, Inc | 266 | $113.0K | 0.04% | −3−1.1% | Reduced |
| NEXT Financial Group, Inc | 267 | $114.0K | 0.01% | −158−37.2% | Reduced |
| TCI Wealth Advisors, Inc. | 272 | $116.0K | 0.02% | +1+0.4% | Added |
| Newfound Research LLC | 274 | $116.0K | 0.19% | +42+18.1% | Added |
| First Mercantile Trust Co | 290 | $123.0K | 0.02% | −360−55.4% | Reduced |
| Key Financial Inc | 296 | $126.0K | 0.07% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 310 | $132.0K | 0.04% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 316 | $134.0K | 0.01% | 00.0% | Unchanged |
| Sandy Spring Bank | 317 | $135.0K | 0.01% | +133+72.3% | Added |
| Country Trust Bank | 341 | $145.0K | 0.00% | +23+7.2% | Added |
| Jones Financial Companies LLLP | 343 | $146.0K | 0.00% | +156+83.4% | Added |
| Private Capital Group, LLC | 366 | $156.0K | 0.04% | 00.0% | Unchanged |
| Barrett Asset Management, LLC | 375 | $159.0K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 387 | $164.0K | 0.11% | +14+3.8% | Added |
| Cahill Financial Advisors Inc | 390 | $166.0K | 0.03% | +390 | New |
| Halpern Financial, Inc. | 402 | $170.8K | 0.08% | +402 | New |
| Smith Group Asset Management, LLC | 407 | $173.0K | 0.01% | +407 | New |
| Liberty Wealth Management LLC | 414 | $182.0K | 0.06% | +207+100.0% | Added |
| Blue Chip Partners, Inc. | 453 | $193.0K | 0.03% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 453 | $194.0K | 0.01% | +1+0.2% | Added |
| Laffer Tengler Investments | 462 | $196.3K | 0.06% | +462 | New |
| Hendershot Investments Inc. | 470 | $200.0K | 0.04% | 00.0% | Unchanged |
| Montecito Bank & Trust | 472 | $201.0K | 0.04% | +472 | New |
| Prestige Wealth Management Group LLC | 475 | $202.0K | 0.05% | +41+9.4% | Added |
| Mayflower Financial Advisors, LLC | 450 | $203.0K | 0.03% | +450 | New |
| Convergence Investment Partners, LLC | 488 | $207.0K | 0.11% | −30−5.8% | Reduced |
| Lindbrook Capital, LLC | 488 | $207.0K | 0.05% | +8+1.7% | Added |
| Ipswich Investment Management Co., Inc. | 495 | $210.0K | 0.05% | 00.0% | Unchanged |
| Wealthquest Corp | 496 | $210.0K | 0.04% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 474 | $210.0K | 0.06% | −4−0.8% | Reduced |
| EPG Wealth Management LLC | 493 | $210.0K | 0.08% | +493 | New |
| We Are One Seven, LLC | 446 | $211.0K | 0.03% | +446 | New |
| Marco Investment Management LLC | 500 | $212.0K | 0.02% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 500 | $212.0K | 0.00% | 00.0% | Unchanged |
| DAGCO, Inc. | 500 | $212.0K | 0.09% | 00.0% | Unchanged |
| Aurora Private Wealth, Inc. | 500 | $212.0K | 0.09% | 00.0% | Unchanged |
| Systematic Alpha Investments, LLC | 452 | $214.0K | 0.01% | 00.0% | Unchanged |
| Chilton Investment Co LLC | 504 | $214.0K | 0.01% | +504 | New |
| Cadence Bank NA | 505 | $215.0K | 0.06% | 00.0% | Unchanged |
| Gould Asset Management LLC | 508 | $216.0K | 0.07% | 00.0% | Unchanged |
| Emerald Mutual Fund Advisers Trust | 508 | $216.0K | 0.01% | +144+39.6% | Added |
| Sand Hill Global Advisors, LLC | 510 | $217.0K | 0.01% | −93−15.4% | Reduced |
| Kathmere Capital Management, LLC | 518 | $220.0K | 0.04% | +518 | New |
| McDaniel Terry & Co | 521 | $221.0K | 0.03% | 00.0% | Unchanged |
| DSC Advisors, L.P. | 524 | $223.0K | 0.29% | +524 | New |
| Telemus Capital, LLC | 524 | $223.0K | 0.02% | +524 | New |
| Almanack Investment Partners, LLC. | 529 | $225.0K | 0.02% | −287−35.2% | Reduced |
| Arvest Bank Trust Division | 530 | $225.0K | 0.01% | +7+1.3% | Added |
| E Fund Management Co., Ltd. | 529 | $225.0K | 0.01% | +529 | New |
| 9258 Wealth Management, LLC | 535 | $227.0K | 0.06% | +2+0.4% | Added |
| Azimuth Capital Management LLC | 540 | $229.0K | 0.01% | +540 | New |
| ICW Investment Advisors LLC | 544 | $231.0K | 0.15% | +544 | New |
| Aaron Wealth Advisors | 548 | $232.0K | 0.07% | +47+9.4% | Added |
| IVC Wealth Advisors LLC | 549 | $233.0K | 0.16% | 00.0% | Unchanged |