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 |
|---|---|---|---|---|---|
| Brown Advisory Securities, LLC | 597 | $254.0K | 0.08% | −1,132−65.5% | Reduced |
| Courage Miller Partners, LLC | 595 | $253.0K | 0.10% | 00.0% | Unchanged |
| Alphabet Inc. | 592 | $252.0K | 0.01% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 594 | $252.0K | 0.01% | +2+0.3% | Added |
| DRW Securities, LLC | 583 | $248.0K | 0.07% | −146−20.0% | Reduced |
| Sound View Wealth Advisors Group, LLC | 581 | $247.0K | 0.05% | 00.0% | Unchanged |
| Independent Wealth Network Inc. | 540 | $246.0K | 0.16% | +540 | New |
| AMJ Financial Wealth Management | 576 | $245.0K | 0.10% | −92−13.8% | Reduced |
| Moneta Group Investment Advisors LLC | 574 | $244.0K | 0.01% | −118−17.1% | Reduced |
| 55I, LLC | 574 | $244.0K | 0.01% | −7−1.2% | Reduced |
| Corundum Group, Inc. | 571 | $243.0K | 0.18% | 00.0% | Unchanged |
| Kavar Capital Partners Group, LLC | 570 | $242.0K | 0.06% | 00.0% | Unchanged |
| QVR LLC | 561 | $238.0K | 0.49% | +547+3,907.1% | Added |
| Silver Lake Advisory, LLC | 555 | $236.0K | 0.12% | +1+0.2% | Added |
| Single Point Partners, LLC | 552 | $235.0K | 0.51% | 00.0% | Unchanged |
| IVC Wealth Advisors LLC | 549 | $233.0K | 0.16% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 548 | $233.0K | 0.06% | +31+6.0% | Added |
| Aaron Wealth Advisors | 548 | $232.0K | 0.07% | +47+9.4% | Added |
| ICW Investment Advisors LLC | 544 | $231.0K | 0.15% | +544 | New |
| Azimuth Capital Management LLC | 540 | $229.0K | 0.01% | +540 | New |
| 9258 Wealth Management, LLC | 535 | $227.0K | 0.06% | +2+0.4% | Added |
| 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 |
| DSC Advisors, L.P. | 524 | $223.0K | 0.29% | +524 | New |
| Telemus Capital, LLC | 524 | $223.0K | 0.02% | +524 | New |
| McDaniel Terry & Co | 521 | $221.0K | 0.03% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 518 | $220.0K | 0.04% | +518 | New |
| Sand Hill Global Advisors, LLC | 510 | $217.0K | 0.01% | −93−15.4% | Reduced |
| 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 |
| Cadence Bank NA | 505 | $215.0K | 0.06% | 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 |
| 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 |
| We Are One Seven, LLC | 446 | $211.0K | 0.03% | +446 | New |
| 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 |
| 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 |
| Mayflower Financial Advisors, LLC | 450 | $203.0K | 0.03% | +450 | New |
| Prestige Wealth Management Group LLC | 475 | $202.0K | 0.05% | +41+9.4% | Added |
| Montecito Bank & Trust | 472 | $201.0K | 0.04% | +472 | New |
| Hendershot Investments Inc. | 470 | $200.0K | 0.04% | 00.0% | Unchanged |
| Laffer Tengler Investments | 462 | $196.3K | 0.06% | +462 | New |
| Geneos Wealth Management Inc. | 453 | $194.0K | 0.01% | +1+0.2% | Added |
| Blue Chip Partners, Inc. | 453 | $193.0K | 0.03% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 414 | $182.0K | 0.06% | +207+100.0% | Added |
| Smith Group Asset Management, LLC | 407 | $173.0K | 0.01% | +407 | New |
| Halpern Financial, Inc. | 402 | $170.8K | 0.08% | +402 | New |
| Cahill Financial Advisors Inc | 390 | $166.0K | 0.03% | +390 | New |
| State of Wyoming | 387 | $164.0K | 0.11% | +14+3.8% | Added |
| Barrett Asset Management, LLC | 375 | $159.0K | 0.01% | 00.0% | Unchanged |
| Private Capital Group, LLC | 366 | $156.0K | 0.04% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 343 | $146.0K | 0.00% | +156+83.4% | Added |
| Country Trust Bank | 341 | $145.0K | 0.00% | +23+7.2% | Added |
| Sandy Spring Bank | 317 | $135.0K | 0.01% | +133+72.3% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 316 | $134.0K | 0.01% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 310 | $132.0K | 0.04% | 00.0% | Unchanged |
| Key Financial Inc | 296 | $126.0K | 0.07% | 00.0% | Unchanged |
| First Mercantile Trust Co | 290 | $123.0K | 0.02% | −360−55.4% | 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 |
| NEXT Financial Group, Inc | 267 | $114.0K | 0.01% | −158−37.2% | Reduced |
| Versant Capital Management, Inc | 266 | $113.0K | 0.04% | −3−1.1% | 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 |
| Geo Capital Gestora de Recursos Ltd | 257 | $109.0K | 0.05% | −4,694−94.8% | Reduced |
| Webster Bank, N. A. | 250 | $106.0K | 0.01% | 00.0% | Unchanged |
| Clean Yield Group | 250 | $106.0K | 0.04% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 243 | $103.3K | 0.01% | +243 | New |
| West Paces Advisors Inc. | 234 | $99.4K | 0.03% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 233 | $99.0K | 0.02% | 00.0% | Unchanged |
| Solstein Capital, LLC | 226 | $96.0K | 0.06% | 00.0% | Unchanged |
| Allworth Financial LP | 221 | $94.0K | 0.00% | +204+1,200.0% | Added |
| Kelly Financial Services LLC | 220 | $93.3K | 0.05% | −71,271−99.7% | Reduced |
| Pinnacle Bancorp, Inc. | 215 | $91.0K | 0.04% | +12+5.9% | Added |
| 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 |
| PFG Private Wealth Management, LLC | 203 | $86.0K | 0.05% | +203 | New |
| 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 |
| Caldwell Trust Co | 200 | $85.0K | 0.01% | 00.0% | Unchanged |
| M&R Capital Management Inc | 200 | $84.0K | 0.02% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 191 | $81.0K | 0.02% | +191 | New |
| Zions Bancorporation, N.A. | 189 | $80.0K | 0.01% | +2+1.1% | Added |
| NuWave Investment Management, LLC | 187 | $79.0K | 0.09% | +187 | New |
| Tradewinds Capital Management, LLC | 184 | $78.0K | 0.01% | +184 | New |
| D'Orazio & Associates, Inc. | 181 | $77.0K | 0.02% | +156+624.0% | Added |
| Glassman Wealth Services | 178 | $76.0K | 0.02% | +11+6.6% | 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 |
| 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 |