Skip to main content
Livermore
Livermore
ZHEN

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.

Institutional holdersQ3 2021: 1,417 institutions
Q1 2021: 1,300 institutionsQ2 2021: 1,358 institutionsQ3 2021: 1,417 institutionsQ4 2021: 1,541 institutionsQ1 2022: 1,650 institutionsQ2 2022: 1,559 institutionsQ3 2022: 1,501 institutionsQ4 2022: 1,571 institutionsQ1 2023: 1,598 institutionsQ2 2023: 1,622 institutionsQ3 2023: 1,625 institutionsQ4 2023: 1,774 institutionsQ1 2024: 1,836 institutionsQ2 2024: 1,843 institutionsQ3 2024: 1,937 institutionsQ4 2024: 2,046 institutionsQ1 2025: 2,082 institutionsQ2 2025: 2,068 institutionsQ3 2025: 2,059 institutionsQ4 2025: 2,204 institutionsQ1 2026: 2,127 institutionsQ2 2026: 2,076 institutions
Value heldQ3 2021: $95.7B
Q1 2021: $76.2BQ2 2021: $92.0BQ3 2021: $95.7BQ4 2021: $107.5BQ1 2022: $127.4BQ2 2022: $99.6BQ3 2022: $87.7BQ4 2022: $93.8BQ1 2023: $95.3BQ2 2023: $111.1BQ3 2023: $100.4BQ4 2023: $121.3BQ1 2024: $115.2BQ2 2024: $121.4BQ3 2024: $140.2BQ4 2024: $134.2BQ1 2025: $135.4BQ2 2025: $140.5BQ3 2025: $126.8BQ4 2025: $137.4BQ1 2026: $108.7BQ2 2026: $105.7B
Institutions holding SPGI and their total value by quarter
QuarterHoldersValue
Q2 20262,076$105.7B
Q1 20262,127$108.7B
Q4 20252,204$137.4B
Q3 20252,059$126.8B
Q2 20252,068$140.5B
Q1 20252,082$135.4B
Q4 20242,046$134.2B
Q3 20241,937$140.2B
Q2 20241,843$121.4B
Q1 20241,836$115.2B
Q4 20231,774$121.3B
Q3 20231,625$100.4B
Q2 20231,622$111.1B
Q1 20231,598$95.3B
Q4 20221,571$93.8B
Q3 20221,501$87.7B
Q2 20221,559$99.6B
Q1 20221,650$127.4B
Q4 20211,541$107.5B
Q3 20211,417$95.7B
Q2 20211,358$92.0B
Q1 20211,300$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.

Institutions holding SPGI in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Carmichael Hill & Associates, Inc.167$71.0K0.04%00.0%Unchanged
Leelyn Smith, LLC165$70.0K0.02%−42−20.3%Reduced
Reilly Financial Advisors, LLC164$70.0K0.01%00.0%Unchanged
Kistler-Tiffany Companies, LLC160$68.0K0.02%00.0%Unchanged
Evermay Wealth Management LLC150$64.0K0.01%00.0%Unchanged
Rockbridge Investment Management, LCC150$64.0K0.01%00.0%Unchanged
Farmers & Merchants Investments Inc151$64.0K0.00%+24+18.9%Added
Walled Lake Planning & Wealth Management, LLC149$63.0K0.04%00.0%Unchanged
Johnson Financial Group, Inc.146$62.0K0.00%+80+121.2%Added
Hall Laurie J Trustee145$62.0K0.02%+145New
JFS Wealth Advisors, LLC146$62.0K0.01%+146New
Motco138$59.0K0.00%−921−87.0%Reduced
Capitolis Advisors LLC128$57.0K0.00%00.0%Unchanged
Gemmer Asset Management LLC131$56.0K0.01%00.0%Unchanged
Earnest Partners LLC127$54.0K0.00%00.0%Unchanged
Arkadios Wealth Advisors122$52.0K0.01%00.0%Unchanged
Point72 Hong Kong Ltd120$51.0K0.00%−213−64.0%Reduced
TCTC Holdings, LLC121$51.0K0.00%+80+195.1%Added
Capital Directions Investment Advisors, LLC115$49.0K0.01%00.0%Unchanged
TD Ameritrade Investment Management, LLC130$47.0K0.00%−44−25.3%Reduced
Hillsdale Investment Management Inc.110$47.0K0.00%+110New
Glen Eagle Advisors, LLC108$45.9K0.01%00.0%Unchanged
Sargent Bickham Lagudis LLC103$44.0K0.00%+89+635.7%Added
Atticus Wealth Management, LLC100$43.0K0.02%−14−12.3%Reduced
Tarbox Family Office, Inc.102$43.0K0.01%−2−1.9%Reduced
South State Corp.101$43.0K0.00%+21+26.3%Added
Towarzystwo Funduszy Inwestycyjnych Pzu SA95$40.4K0.05%−5−5.0%Reduced
GPS Wealth Strategies Group, LLC95$40.0K0.01%00.0%Unchanged
FinTrust Capital Advisors, LLC89$38.0K0.01%00.0%Unchanged
Artemis Wealth Advisors, LLC90$38.0K0.01%+27+42.9%Added
Global Retirement Partners, LLC86$37.0K0.00%+30+53.6%Added
SOA Wealth Advisors, LLC.85$36.0K0.01%00.0%Unchanged
JNBA Financial Advisors85$36.0K0.00%+85New
Simon Quick Advisors, LLC84$35.0K0.01%+29+52.7%Added
Concord Wealth Partners80$34.0K0.01%−5−5.9%Reduced
West Branch Capital LLC80$34.0K0.02%00.0%Unchanged
Canton Hathaway, LLC79$34.0K0.01%+79New
Patriot Financial Group Insurance Agency, LLC78$33.0K0.01%00.0%Unchanged
CenterStar Asset Management, LLC–$33.0K0.03%–New
American Research & Management Co.75$32.0K0.01%00.0%Unchanged
Creative Financial Designs Inc74$31.0K0.01%00.0%Unchanged
First Pacific Advisors, LP70$30.0K0.00%00.0%Unchanged
Ironwood Financial, llc70$30.0K0.01%00.0%Unchanged
Resolute Partners Group70$30.0K0.00%00.0%Unchanged
Endurance Wealth Management, Inc.68$29.0K0.00%00.0%Unchanged
MV Capital Management, Inc.68$29.0K0.00%+27+65.9%Added
BDO Wealth Advisors, LLC65$28.0K0.00%00.0%Unchanged
PrairieView Partners, LLC63$27.0K0.00%00.0%Unchanged
Tacita Capital Inc63$27.0K0.02%00.0%Unchanged
Ayalon Holdings Ltd.62$27.0K0.01%+10+19.2%Added
Rain Capital Management, LLC62$26.0K0.02%+7+12.7%Added
Lenox Wealth Advisors, LLC60$25.0K0.00%+2+3.4%Added
Baystate Wealth Management LLC59$25.0K0.00%+29+96.7%Added
Pin Oak Investment Advisors Inc57$24.0K0.03%00.0%Unchanged
Cranbrook Wealth Management, LLC56$24.0K0.01%00.0%Unchanged
Crewe Advisors LLC53$23.0K0.01%00.0%Unchanged
Evolution Wealth Advisors, LLC53$23.0K0.00%00.0%Unchanged
Exchange Traded Concepts, LLC51$22.0K0.00%−5−8.9%Reduced
Westside Investment Management, Inc.51$21.0K0.00%00.0%Unchanged
Sterling Financial Planning, Inc.48$20.0K0.01%00.0%Unchanged
Sugarloaf Wealth Management, LLC45$19.0K0.01%+26+136.8%Added
Bellevue Asset Management, LLC42$18.0K0.01%00.0%Unchanged
Hexagon Capital Partners LLC42$18.0K0.01%00.0%Unchanged
Tradition Wealth Management, LLC42$18.0K0.00%00.0%Unchanged
Center for Financial Planning, Inc.41$17.0K0.00%−1,517−97.4%Reduced
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.40$17.0K0.02%+40New
Kowal Investment Group, LLC39$17.0K0.01%+39New
Raffa Wealth Management, LLC33$14.0K0.00%00.0%Unchanged
Coastal Capital Group, Inc.33$14.0K0.00%−1−2.9%Reduced
First Financial Corp32$14.0K0.01%00.0%Unchanged
McIlrath & Eck, LLC32$14.0K0.00%00.0%Unchanged
Plante Moran Financial Advisors, LLC30$13.0K0.00%−111−78.7%Reduced
Thompson Siegel & Walmsley LLC31$13.0K0.00%00.0%Unchanged
Oakworth Capital, Inc.31$13.0K0.00%00.0%Unchanged
Optimum Investment Advisors30$13.0K0.01%00.0%Unchanged
Toth Financial Advisory Corp30$13.0K0.00%+30New
Rosenberg Matthew Hamilton30$13.0K0.01%+30New
IMA Wealth, Inc.26$11.0K0.00%00.0%Unchanged
Trustcore Financial Services, LLC26$11.0K0.00%00.0%Unchanged
Fortis Advisors, LLC25$11.0K0.01%00.0%Unchanged
O'Dell Group, LLC26$11.0K0.00%+26New
Acima Private Wealth, LLC22$9.00K0.00%00.0%Unchanged
BerganKDV Wealth Management, LLC20$9.00K0.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC16$7.00K0.00%00.0%Unchanged
Edmond de Rothschild Holding S.A.14$6.00K0.00%−21,906−99.9%Reduced
Gradient Investments LLC14$6.00K0.00%−1−6.7%Reduced
Hanson & Doremus Investment Management13$6.00K0.00%+13New
Red Tortoise LLC19$6.00K0.00%+19New
Providence Capital Advisors, LLC12$5.00K0.00%00.0%Unchanged
Hudock, Inc.11$4.00K0.00%00.0%Unchanged
DB Wealth Management Group, LLC9$4.00K0.00%00.0%Unchanged
Sage Private Wealth Group, LLC10$4.00K0.01%00.0%Unchanged
Manchester Capital Management LLC9$4.00K0.00%+9New
McCarthy Grittinger Financial Group, LLC9$3.83K0.00%+9New
Financial Management Professionals, Inc.7$3.00K0.00%00.0%Unchanged
Roble, Belko & Company, Inc7$3.00K0.00%00.0%Unchanged
Crescent Capital Consulting, LLC8$3.00K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC7$3.00K0.00%00.0%Unchanged
Twin Lakes Capital Management, LLC8$3.00K0.00%00.0%Unchanged
Vigilant Capital Management, LLC7$3.00K0.00%+2+40.0%Added