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 |
|---|---|---|---|---|---|
| CNB Bank | 783 | $333.0K | 0.20% | +113+16.9% | Added |
| Pekin Hardy Strauss, Inc. | 800 | $340.0K | 0.05% | 00.0% | Unchanged |
| Truehand, Inc | 800 | $340.0K | 0.20% | 00.0% | Unchanged |
| David R. Rahn & Associates Inc. | 800 | $340.0K | 0.19% | 00.0% | Unchanged |
| Hoylecohen, LLC | 800 | $340.0K | 0.03% | 00.0% | Unchanged |
| Trust Co | 800 | $340.0K | 0.09% | 00.0% | Unchanged |
| Financial Network Wealth Management LLC | 800 | $340.0K | 0.19% | 00.0% | Unchanged |
| Boston Common Asset Management, LLC | 801 | $340.0K | 0.01% | +5+0.6% | Added |
| Harvest Fund Management Co., Ltd | 801 | $340.0K | 0.08% | +600+298.5% | Added |
| Ledyard National Bank | 800 | $340.0K | 0.04% | +800 | New |
| F3Logic, LLC | 803 | $340.0K | 0.04% | +803 | New |
| Veritas Investment Partners (UK) Ltd. | 805 | $342.0K | 0.01% | 00.0% | Unchanged |
| Meristem Family Wealth, LLC | 820 | $348.0K | 0.03% | +90+12.3% | Added |
| Alexandria Capital, LLC | 824 | $350.0K | 0.03% | +40+5.1% | Added |
| Wintrust Investments LLC | 834 | $354.0K | 0.05% | 00.0% | Unchanged |
| Matthew Goff Investment Advisor, LLC | 836 | $355.0K | 0.09% | 00.0% | Unchanged |
| West Family Investments, Inc. | 836 | $355.0K | 0.09% | +26+3.2% | Added |
| Geller Advisors LLC | 838 | $356.0K | 0.08% | +67+8.7% | Added |
| Atlas Private Wealth Management | 842 | $358.0K | 0.22% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 843 | $358.0K | 0.02% | +86+11.4% | Added |
| Marathon Capital Management | 842 | $358.0K | 0.08% | +842 | New |
| StrategIQ Financial Group, LLC | 844 | $359.0K | 0.07% | 00.0% | Unchanged |
| Abbrea Capital, LLC | 845 | $359.0K | 0.05% | +55+7.0% | Added |
| Berman Capital Advisors, LLC | 853 | $362.0K | 0.06% | +146+20.7% | Added |
| Capital One Financial Corp | 860 | $365.0K | 0.05% | −7−0.8% | Reduced |
| First Affirmative Financial Network | 859 | $365.0K | 0.38% | +859 | New |
| J. L. Bainbridge & Co., Inc. | 872 | $370.0K | 0.05% | −473−35.2% | Reduced |
| Chicago Partners Investment Group LLC | 822 | $371.0K | 0.03% | +9+1.1% | Added |
| Anchor Capital Advisors LLC | 881 | $374.0K | 0.01% | −20−2.2% | Reduced |
| Montag & Caldwell, LLC | 880 | $374.0K | 0.03% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 881 | $374.0K | 0.02% | +113+14.7% | Added |
| Relyea Zuckerberg Hanson LLC | 884 | $376.0K | 0.15% | +72+8.9% | Added |
| Ameritas Investment Company, LLC | 894 | $380.0K | 0.02% | +745+500.0% | Added |
| TriaGen Wealth Management LLC | 898 | $382.0K | 0.21% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 899 | $382.0K | 0.01% | −8−0.9% | Reduced |
| Community Bank, N.A. | 900 | $382.0K | 0.05% | 00.0% | Unchanged |
| Clear Street Markets LLC | 900 | $382.0K | 0.08% | +900 | New |
| Plotkin Financial Advisors, LLC | 900 | $382.4K | 0.23% | 00.0% | Unchanged |
| Annandale Capital, LLC | 902 | $383.0K | 0.23% | 00.0% | Unchanged |
| Plimoth Trust Co LLC | 905 | $385.0K | 0.11% | −155−14.6% | Reduced |
| Founders Financial Alliance, LLC | 907 | $385.0K | 0.18% | +2+0.2% | Added |
| Fiduciary Group LLC | 828 | $385.0K | 0.04% | +6+0.7% | Added |
| BOK Financial Private Wealth, Inc. | 911 | $387.0K | 0.03% | +158+21.0% | Added |
| Wealth Alliance | 914 | $388.0K | 0.09% | −29−3.1% | Reduced |
| Change Path, LLC | 913 | $388.0K | 0.02% | +125+15.9% | Added |
| Highland Private Wealth Management | 915 | $389.0K | 0.05% | +34+3.9% | Added |
| Compton Capital Management Inc | 920 | $391.0K | 0.11% | 00.0% | Unchanged |
| Regent Investment Management LLC | 925 | $393.0K | 0.09% | −10−1.1% | Reduced |
| Harbour Investments, Inc. | 930 | $395.0K | 0.01% | −5−0.5% | Reduced |
| Everett Harris & Co | 930 | $395.0K | 0.01% | 00.0% | Unchanged |
| Gainplan LLC | 933 | $396.0K | 0.17% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 944 | $401.0K | 0.05% | −1,626−63.3% | Reduced |
| Integrated Wealth Concepts LLC | 944 | $401.0K | 0.01% | +198+26.5% | Added |
| Verdence Capital Advisors LLC | 951 | $404.0K | 0.05% | +94+11.0% | Added |
| Gladstone Institutional Advisory LLC | 952 | $404.0K | 0.04% | +952 | New |
| Carlson Capital Management | 956 | $406.0K | 0.04% | +8+0.8% | Added |
| Penserra Capital Management LLC | 958 | $406.0K | 0.01% | +116+13.8% | Added |
| Cornerstone Wealth Advisors, Inc. | 975 | $414.0K | 0.14% | +20+2.1% | Added |
| Financial Consulate, Inc | 978 | $416.0K | 0.15% | +108+12.4% | Added |
| FourThought Financial, LLC | 986 | $418.0K | 0.06% | +27+2.8% | Added |
| Institute for Wealth Management, LLC. | 985 | $419.0K | 0.07% | +182+22.7% | Added |
| WealthShield Partners, LLC | 987 | $420.0K | 0.11% | −263−21.0% | Reduced |
| U S Global Investors Inc | 989 | $420.0K | 0.01% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 993 | $422.0K | 0.12% | +64+6.9% | Added |
| Ironwood Investment Counsel, LLC | 996 | $423.0K | 0.11% | +21+2.2% | Added |
| Bank of the West | 1,000 | $425.0K | 0.04% | −24−2.3% | Reduced |
| Ayrshire Capital Management LLC | 1,000 | $425.0K | 0.24% | 00.0% | Unchanged |
| Cooper Financial Group | 1,004 | $426.0K | 0.09% | +74+8.0% | Added |
| Warren Averett Asset Management, LLC | 957 | $432.0K | 0.04% | +25+2.7% | Added |
| Magellan Asset Management Ltd | 1,018 | $433.0K | 0.00% | −84−7.6% | Reduced |
| Philadelphia Trust Co | 1,026 | $436.0K | 0.03% | −600−36.9% | Reduced |
| TD Private Client Wealth LLC | 1,028 | $436.9K | 0.02% | −112−9.8% | Reduced |
| Umb Bank N A | 1,041 | $442.0K | 0.01% | −6−0.6% | Reduced |
| Resources Investment Advisors, LLC. | 1,044 | $444.0K | 0.02% | +237+29.4% | Added |
| Heritage Trust Co | 1,047 | $445.0K | 0.06% | +21+2.0% | Added |
| First National Bank of Hutchinson | 1,054 | $448.0K | 0.25% | −11−1.0% | Reduced |
| Balentine LLC | 1,059 | $450.0K | 0.02% | +116+12.3% | Added |
| Dana Investment Advisors, Inc. | 1,066 | $453.0K | 0.02% | 00.0% | Unchanged |
| Janney Capital Management LLC | 1,067 | $453.0K | 0.03% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,066 | $453.0K | 0.06% | +109+11.4% | Added |
| Sheaff Brock Investment Advisors, LLC | 1,069 | $454.0K | 0.04% | −12−1.1% | Reduced |
| Sadoff Investment Management LLC | 1,074 | $456.0K | 0.03% | 00.0% | Unchanged |
| Elgethun Capital Management | 1,079 | $458.0K | 0.16% | +2+0.2% | Added |
| Csenge Advisory Group | 1,071 | $459.0K | 0.04% | +201+23.1% | Added |
| MAI Capital Management | 1,085 | $461.0K | 0.01% | +6+0.6% | Added |
| Bank of Stockton | 1,100 | $467.0K | 0.14% | −25−2.2% | Reduced |
| Ninepoint Partners LP | 1,106 | $470.0K | 0.17% | −161−12.7% | Reduced |
| Barings LLC | 1,114 | $474.0K | 0.01% | +1,114 | New |
| Spears Abacus Advisors LLC | 1,123 | $477.0K | 0.03% | −68−5.7% | Reduced |
| Naples Global Advisors, LLC | 1,125 | $478.0K | 0.06% | 00.0% | Unchanged |
| Waddell & Associates, LLC | 1,125 | $478.0K | 0.08% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 1,127 | $479.0K | 0.05% | +44+4.1% | Added |
| Heritage Wealth Management, LLC | 1,137 | $483.0K | 0.17% | +160+16.4% | Added |
| Empowered Funds, LLC | 1,140 | $484.0K | 0.06% | +470+70.1% | Added |
| Integrated Advisors Network LLC | 1,142 | $485.0K | 0.03% | +111+10.8% | Added |
| Ritholtz Wealth Management | 1,149 | $488.0K | 0.03% | +196+20.6% | Added |
| GeoWealth Management, LLC | 1,159 | $492.0K | 0.04% | +1,159 | New |
| Douglas Lane & Associates, LLC | 1,165 | $495.0K | 0.01% | +359+44.5% | Added |
| Independence Bank of Kentucky | 1,167 | $496.0K | 0.21% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 1,174 | $499.0K | 0.24% | −10−0.8% | Reduced |