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 |
|---|---|---|---|---|---|
| CoreFirst Bank & Trust | 1,793 | $762.0K | 0.53% | +364+25.5% | Added |
| Calton & Associates, Inc. | 1,786 | $759.0K | 0.17% | +3+0.2% | Added |
| Rodgers Brothers Inc. | 1,780 | $756.0K | 0.15% | 00.0% | Unchanged |
| Davidson Trust Co | 1,775 | $755.0K | 0.58% | −188−9.6% | Reduced |
| Rockland Trust Co | 1,773 | $753.0K | 0.05% | −370−17.3% | Reduced |
| Chatham Capital Group, Inc. | 1,770 | $752.0K | 0.14% | +565+46.9% | Added |
| HBK Sorce Advisory LLC | 1,765 | $750.0K | 0.04% | +46+2.7% | Added |
| Clifford Swan Investment Counsel LLC | 1,608 | $745.0K | 0.03% | 00.0% | Unchanged |
| Peachtree Investment Partners, LLC | 1,745 | $742.0K | 0.36% | +120+7.4% | Added |
| Altium Wealth Management LLC | 1,716 | $729.0K | 0.05% | +118+7.4% | Added |
| Israel Discount Bank of New York | 1,710 | $726.0K | 0.49% | +1,710 | New |
| NBT Bank N A | 1,700 | $722.0K | 0.10% | 00.0% | Unchanged |
| Foster Dykema Cabot & Co Inc | 1,700 | $722.0K | 0.09% | 00.0% | Unchanged |
| Waters Parkerson & Co., LLC | 1,700 | $722.0K | 0.04% | 00.0% | Unchanged |
| Mid Atlantic Financial Management Inc | 1,694 | $720.0K | 0.05% | −46−2.6% | Reduced |
| Leavell Investment Management, Inc. | 1,694 | $720.0K | 0.05% | 00.0% | Unchanged |
| Qtron Investments LLC | 1,695 | $720.0K | 0.19% | +1,695 | New |
| Waldron Private Wealth LLC | 1,690 | $718.0K | 0.04% | +508+43.0% | Added |
| Deseret Mutual Benefit Administrators | 1,686 | $716.0K | 0.13% | +1,292+327.9% | Added |
| Arcadia Investment Management Corp | 1,680 | $714.0K | 0.13% | 00.0% | Unchanged |
| Virtu Financial LLC | 1,669 | $709.0K | 0.06% | +1,669 | New |
| Spinnaker Trust | 1,667 | $708.0K | 0.05% | 00.0% | Unchanged |
| Circle Wealth Management, LLC | 1,660 | $705.0K | 0.10% | −257−13.4% | Reduced |
| Optiver Holding B.V. | 1,658 | $705.0K | 0.00% | +1,658 | New |
| Thomas White International Ltd | 1,649 | $701.0K | 0.10% | 00.0% | Unchanged |
| Meridian Wealth Partners, LLC | 1,636 | $695.0K | 0.14% | +3+0.2% | Added |
| Federated Hermes, Inc. | 1,629 | $692.0K | 0.00% | −79−4.6% | Reduced |
| GYL Financial Synergies, LLC | 1,623 | $690.0K | 0.35% | −228−12.3% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 1,624 | $690.0K | 0.13% | +1,624 | New |
| Sutton Wealth Advisors Inc. | 1,620 | $688.3K | 0.25% | +2+0.1% | Added |
| Brookstone Capital Management | 1,599 | $688.0K | 0.01% | +295+22.6% | Added |
| Jackson Square Capital, LLC | 1,615 | $686.0K | 0.22% | +644+66.3% | Added |
| Guardian Wealth Advisors, LLC | 1,610 | $684.0K | 0.61% | −29−1.8% | Reduced |
| Intrua Financial, LLC | 1,479 | $684.0K | 0.13% | +163+12.4% | Added |
| Trust Co of Oklahoma | 1,608 | $683.2K | 0.24% | +330+25.8% | Added |
| Beach Investment Counsel Inc | 1,600 | $680.0K | 0.06% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 1,596 | $678.0K | 0.01% | +222+16.2% | Added |
| American Portfolios Advisors | 1,595 | $677.7K | 0.03% | +226+16.5% | Added |
| Homrich & Berg | 1,594 | $677.0K | 0.02% | +61+4.0% | Added |
| Mirova | 1,589 | $675.0K | 0.09% | +139+9.6% | Added |
| Osborne Partners Capital Management, LLC | 1,585 | $673.0K | 0.05% | 00.0% | Unchanged |
| Summit X, LLC | 1,590 | $672.0K | 0.17% | −5−0.3% | Reduced |
| Moseley Investment Management Inc | 1,570 | $672.0K | 0.34% | 00.0% | Unchanged |
| Latitude Advisors, LLC | 1,574 | $669.0K | 0.21% | +775+97.0% | Added |
| Fukoku Mutual Life Insurance Co | 1,560 | $663.0K | 0.05% | +260+20.0% | Added |
| Horizon Investments, LLC | 1,558 | $662.0K | 0.02% | +92+6.3% | Added |
| Ballentine Partners, LLC | 1,553 | $660.0K | 0.02% | +389+33.4% | Added |
| Shelton Capital Management | 1,549 | $658.0K | 0.03% | −42−2.6% | Reduced |
| Red Spruce Capital, LLC | 1,537 | $653.0K | 0.38% | +9+0.6% | Added |
| Icon Wealth Partners, LLC | 1,535 | $652.0K | 0.07% | 00.0% | Unchanged |
| Wealthsource Partners, LLC | 1,520 | $646.0K | 0.06% | −10−0.7% | Reduced |
| V Wealth Advisors LLC | 1,516 | $644.0K | 0.10% | −110−6.8% | Reduced |
| TrinityPoint Wealth, LLC | 1,511 | $642.0K | 0.12% | +33+2.2% | Added |
| Wesbanco Bank Inc | 1,502 | $638.0K | 0.02% | −497−24.9% | Reduced |
| Highland Capital Management, LLC | 1,500 | $637.0K | 0.04% | 00.0% | Unchanged |
| Bluefin Capital Management, LLC | 1,500 | $637.0K | 0.07% | +1,500 | New |
| Sawtooth Solutions, LLC | 1,497 | $636.0K | 0.10% | +227+17.9% | Added |
| Nicholas Hoffman & Company, LLC. | 1,495 | $635.0K | 0.11% | +1+0.1% | Added |
| Parkside Financial Bank & Trust | 1,487 | $632.0K | 0.19% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 1,475 | $627.0K | 0.08% | −203−12.1% | Reduced |
| Principle Wealth Partners LLC | 1,471 | $625.0K | 0.07% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 1,468 | $624.0K | 0.65% | −256−14.8% | Reduced |
| Eudaimonia Partners, LLC | 1,469 | $624.0K | 0.11% | +58+4.1% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 1,464 | $622.0K | 0.15% | +400+37.6% | Added |
| Sound Financial Strategies Group, LLC | 1,456 | $619.0K | 0.31% | −25−1.7% | Reduced |
| Gryphon Financial Partners LLC | 1,437 | $611.0K | 0.14% | +71+5.2% | Added |
| Pitcairn Co | 1,429 | $607.0K | 0.04% | −19−1.3% | Reduced |
| Heritage Wealth Advisors | 1,428 | $606.7K | 0.04% | 00.0% | Unchanged |
| Forte Capital LLC | 1,415 | $601.0K | 0.08% | +4+0.3% | Added |
| Wambolt & Associates, LLC | 1,401 | $600.0K | 0.24% | −6−0.4% | Reduced |
| Strategic Wealth Partners Group LLC | 1,400 | $595.0K | 0.11% | +1,400 | New |
| Wilbanks Smith & Thomas Asset Management LLC | 1,397 | $594.0K | 0.02% | +5+0.4% | Added |
| Bar Harbor Trust Services | 1,385 | $588.0K | 0.18% | 00.0% | Unchanged |
| Madison Asset Management, LLC | 1,375 | $584.0K | 0.01% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 1,375 | $584.0K | 0.04% | +25+1.9% | Added |
| Ontario Teachers Pension Plan Board | 1,360 | $578.0K | 0.00% | +291+27.2% | Added |
| Savant Capital, LLC | 1,353 | $575.0K | 0.02% | +36+2.7% | Added |
| Bank of New Hampshire | 1,395 | $572.0K | 0.15% | 00.0% | Unchanged |
| National Asset Management, Inc. | 1,335 | $566.0K | 0.02% | −21−1.5% | Reduced |
| Intersect Capital LLC | 1,328 | $564.0K | 0.10% | +59+4.6% | Added |
| Horizon Kinetics Asset Management LLC | 1,315 | $559.0K | 0.01% | −130−9.0% | Reduced |
| Kestra Private Wealth Services, LLC | 1,301 | $553.0K | 0.03% | +297+29.6% | Added |
| Tower Bridge Advisors | 1,300 | $552.4K | 0.04% | 00.0% | Unchanged |
| Ambassador Advisors, LLC | 1,300 | $552.0K | 0.11% | −100−7.1% | Reduced |
| First National Bank of South Miami | 1,300 | $552.0K | 0.37% | −4−0.3% | Reduced |
| Continuum Advisory, LLC | 1,300 | $552.0K | 0.15% | +78+6.4% | Added |
| Engine No. 1 LLC | 1,288 | $547.0K | 0.14% | +523+68.4% | Added |
| Apollon Wealth Management, LLC | 1,276 | $542.0K | 0.07% | +1,276 | New |
| Smithfield Trust Co | 1,272 | $541.0K | 0.04% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 1,259 | $535.0K | 0.02% | −71−5.3% | Reduced |
| Ellevest, Inc. | 1,259 | $535.0K | 0.05% | +246+24.3% | Added |
| Procyon Private Wealth Partners, LLC | 1,254 | $533.0K | 0.14% | +30+2.5% | Added |
| Financial Advocates Investment Management | 1,251 | $532.0K | 0.04% | +58+4.9% | Added |
| Krane Funds Advisors LLC | 1,248 | $530.0K | 0.01% | +1,248 | New |
| Sunbelt Securities, Inc. | 1,277 | $529.0K | 0.10% | 00.0% | Unchanged |
| Country Club Trust Company, n.a. | 1,238 | $528.0K | 0.05% | 00.0% | Unchanged |
| Palladium Partners LLC | 1,241 | $527.0K | 0.02% | 00.0% | Unchanged |
| Lido Advisors, LLC | 1,242 | $527.0K | 0.01% | +625+101.3% | Added |
| Rosenblum Silverman Sutton S F Inc | 1,239 | $526.0K | 0.12% | 00.0% | Unchanged |
| Keebeck Wealth Management, LLC | 1,238 | $526.0K | 0.10% | +181+17.1% | Added |