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 |
|---|---|---|---|---|---|
| Advisors Capital Management, LLC | 1,235 | $525.0K | 0.02% | +45+3.8% | Added |
| Orion Portfolio Solutions, LLC | 1,234 | $524.0K | 0.02% | +138+12.6% | Added |
| GM Advisory Group, Inc. | 1,232 | $523.0K | 0.05% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 1,225 | $521.0K | 0.05% | −116−8.7% | Reduced |
| Sunflower Bank, N.A. | 1,224 | $520.0K | 0.07% | −54−4.2% | Reduced |
| Patten & Patten Inc | 1,222 | $519.0K | 0.04% | +4+0.3% | Added |
| Pinnacle Wealth Planning Services, Inc. | 1,219 | $518.0K | 0.11% | +49+4.2% | Added |
| Tranquility Partners, LLC | 1,217 | $517.0K | 0.26% | +42+3.6% | Added |
| Meridian Investment Counsel Inc. | 1,205 | $512.0K | 0.19% | 00.0% | Unchanged |
| Smith Shellnut Wilson LLC | 1,203 | $511.0K | 0.30% | +3+0.3% | Added |
| Bellevue Group AG | 1,200 | $510.0K | 0.01% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 1,191 | $506.0K | 0.03% | +141+13.4% | Added |
| Bluestein R H & Co | 1,191 | $506.0K | 0.02% | +1,191 | New |
| Ossiam | 1,188 | $505.0K | 0.01% | −3,278−73.4% | Reduced |
| Centerpoint Advisors, LLC | 1,174 | $499.0K | 0.24% | −10−0.8% | Reduced |
| Fulcrum Asset Management LLP | – | $499.0K | 0.25% | – | – |
| BlueCrest Capital Management Ltd | 1,174 | $499.0K | 0.02% | +1,174 | New |
| Independence Bank of Kentucky | 1,167 | $496.0K | 0.21% | 00.0% | Unchanged |
| Douglas Lane & Associates, LLC | 1,165 | $495.0K | 0.01% | +359+44.5% | Added |
| GeoWealth Management, LLC | 1,159 | $492.0K | 0.04% | +1,159 | New |
| Ritholtz Wealth Management | 1,149 | $488.0K | 0.03% | +196+20.6% | Added |
| Integrated Advisors Network LLC | 1,142 | $485.0K | 0.03% | +111+10.8% | Added |
| Empowered Funds, LLC | 1,140 | $484.0K | 0.06% | +470+70.1% | Added |
| Heritage Wealth Management, LLC | 1,137 | $483.0K | 0.17% | +160+16.4% | Added |
| Arete Wealth Advisors, LLC | 1,127 | $479.0K | 0.05% | +44+4.1% | Added |
| 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 |
| Spears Abacus Advisors LLC | 1,123 | $477.0K | 0.03% | −68−5.7% | Reduced |
| Barings LLC | 1,114 | $474.0K | 0.01% | +1,114 | New |
| Ninepoint Partners LP | 1,106 | $470.0K | 0.17% | −161−12.7% | Reduced |
| Bank of Stockton | 1,100 | $467.0K | 0.14% | −25−2.2% | Reduced |
| MAI Capital Management | 1,085 | $461.0K | 0.01% | +6+0.6% | Added |
| Csenge Advisory Group | 1,071 | $459.0K | 0.04% | +201+23.1% | Added |
| Elgethun Capital Management | 1,079 | $458.0K | 0.16% | +2+0.2% | Added |
| Sadoff Investment Management LLC | 1,074 | $456.0K | 0.03% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 1,069 | $454.0K | 0.04% | −12−1.1% | Reduced |
| 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 |
| Balentine LLC | 1,059 | $450.0K | 0.02% | +116+12.3% | Added |
| First National Bank of Hutchinson | 1,054 | $448.0K | 0.25% | −11−1.0% | Reduced |
| Heritage Trust Co | 1,047 | $445.0K | 0.06% | +21+2.0% | Added |
| Resources Investment Advisors, LLC. | 1,044 | $444.0K | 0.02% | +237+29.4% | Added |
| Umb Bank N A | 1,041 | $442.0K | 0.01% | −6−0.6% | Reduced |
| TD Private Client Wealth LLC | 1,028 | $436.9K | 0.02% | −112−9.8% | Reduced |
| Philadelphia Trust Co | 1,026 | $436.0K | 0.03% | −600−36.9% | Reduced |
| Magellan Asset Management Ltd | 1,018 | $433.0K | 0.00% | −84−7.6% | Reduced |
| Warren Averett Asset Management, LLC | 957 | $432.0K | 0.04% | +25+2.7% | Added |
| Cooper Financial Group | 1,004 | $426.0K | 0.09% | +74+8.0% | 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 |
| Ironwood Investment Counsel, LLC | 996 | $423.0K | 0.11% | +21+2.2% | Added |
| Strategic Wealth Partners, Ltd. | 993 | $422.0K | 0.12% | +64+6.9% | 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 |
| Institute for Wealth Management, LLC. | 985 | $419.0K | 0.07% | +182+22.7% | Added |
| FourThought Financial, LLC | 986 | $418.0K | 0.06% | +27+2.8% | Added |
| Financial Consulate, Inc | 978 | $416.0K | 0.15% | +108+12.4% | Added |
| Cornerstone Wealth Advisors, Inc. | 975 | $414.0K | 0.14% | +20+2.1% | Added |
| 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 |
| Verdence Capital Advisors LLC | 951 | $404.0K | 0.05% | +94+11.0% | Added |
| Gladstone Institutional Advisory LLC | 952 | $404.0K | 0.04% | +952 | New |
| 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 |
| Gainplan LLC | 933 | $396.0K | 0.17% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 930 | $395.0K | 0.01% | −5−0.5% | Reduced |
| Everett Harris & Co | 930 | $395.0K | 0.01% | 00.0% | Unchanged |
| Regent Investment Management LLC | 925 | $393.0K | 0.09% | −10−1.1% | Reduced |
| Compton Capital Management Inc | 920 | $391.0K | 0.11% | 00.0% | Unchanged |
| Highland Private Wealth Management | 915 | $389.0K | 0.05% | +34+3.9% | Added |
| Wealth Alliance | 914 | $388.0K | 0.09% | −29−3.1% | Reduced |
| Change Path, LLC | 913 | $388.0K | 0.02% | +125+15.9% | Added |
| BOK Financial Private Wealth, Inc. | 911 | $387.0K | 0.03% | +158+21.0% | Added |
| 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 |
| Annandale Capital, LLC | 902 | $383.0K | 0.23% | 00.0% | Unchanged |
| Plotkin Financial Advisors, LLC | 900 | $382.4K | 0.23% | 00.0% | Unchanged |
| 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 |
| Ameritas Investment Company, LLC | 894 | $380.0K | 0.02% | +745+500.0% | Added |
| Relyea Zuckerberg Hanson LLC | 884 | $376.0K | 0.15% | +72+8.9% | 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 |
| Chicago Partners Investment Group LLC | 822 | $371.0K | 0.03% | +9+1.1% | Added |
| J. L. Bainbridge & Co., Inc. | 872 | $370.0K | 0.05% | −473−35.2% | Reduced |
| Capital One Financial Corp | 860 | $365.0K | 0.05% | −7−0.8% | Reduced |
| First Affirmative Financial Network | 859 | $365.0K | 0.38% | +859 | New |
| Berman Capital Advisors, LLC | 853 | $362.0K | 0.06% | +146+20.7% | Added |
| StrategIQ Financial Group, LLC | 844 | $359.0K | 0.07% | 00.0% | Unchanged |
| Abbrea Capital, LLC | 845 | $359.0K | 0.05% | +55+7.0% | 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 |
| Geller Advisors LLC | 838 | $356.0K | 0.08% | +67+8.7% | Added |
| Matthew Goff Investment Advisor, LLC | 836 | $355.0K | 0.09% | 00.0% | Unchanged |