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, Q4 2021
Institutional positions in S&P Global Inc. as of Dec 31, 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
- 1,541
- +147 vs. Q3 2021
- Shares held
- 228.6M
- +4.03M (+1.8%) vs. Q3 2021
- Total value
- $107.5B
- +$12.1B (+12.7%) vs. Q3 2021
- New holders
- 216
- 636 more added
- Sold out
- 69
- 420 more reduced
23 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding S&P Global Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Earnest Partners LLC | 93 | $44.0K | 0.00% | −34−26.8% | Reduced |
| Paragon Capital Management Ltd | 95 | $45.0K | 0.01% | +95 | New |
| Amplius Wealth Advisors, LLC | 96 | $45.0K | 0.01% | +96 | New |
| GPS Wealth Strategies Group, LLC | 97 | $46.0K | 0.01% | +2+2.1% | Added |
| Guardian Wealth Management, Inc. | 99 | $47.0K | 0.05% | +99 | New |
| Sargent Bickham Lagudis LLC | 101 | $48.0K | 0.00% | −2−1.9% | Reduced |
| Tarbox Family Office, Inc. | 102 | $48.0K | 0.01% | 00.0% | Unchanged |
| South State Corp. | 104 | $49.0K | 0.00% | +3+3.0% | Added |
| Glen Eagle Advisors, LLC | 108 | $51.0K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 109 | $51.0K | 0.01% | +29+36.3% | Added |
| Zullo Investment Group, Inc. | 110 | $52.0K | 0.03% | +110 | New |
| Sugarloaf Wealth Management, LLC | 117 | $55.0K | 0.01% | +72+160.0% | Added |
| TCTC Holdings, LLC | 121 | $57.0K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 123 | $58.0K | 0.02% | +23+23.0% | Added |
| Cowen and Company, LLC | 128 | $60.0K | 0.01% | −1,711−93.0% | Reduced |
| Capitolis Advisors LLC | 128 | $60.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 127 | $60.0K | 0.01% | +38+42.7% | Added |
| Gemmer Asset Management LLC | 131 | $62.0K | 0.01% | 00.0% | Unchanged |
| Arlington Partners LLC | 131 | $62.0K | 0.02% | +131 | New |
| Motco | 138 | $65.0K | 0.00% | 00.0% | Unchanged |
| Maverick Capital LtdSuperinvestorMaverick Capital | 145 | $68.0K | 0.00% | −612−80.8% | Reduced |
| Hall Laurie J Trustee | 145 | $68.0K | 0.02% | 00.0% | Unchanged |
| Intelligent Financial Strategies | 144 | $68.0K | 0.06% | +144 | New |
| JFS Wealth Advisors, LLC | 146 | $69.0K | 0.01% | 00.0% | Unchanged |
| Sandy Cove Advisors, LLC | 146 | $69.0K | 0.06% | +146 | New |
| Evermay Wealth Management LLC | 150 | $71.0K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 151 | $71.0K | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 150 | $71.0K | 0.01% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 159 | $75.0K | 0.02% | +159 | New |
| Kistler-Tiffany Companies, LLC | 160 | $76.0K | 0.01% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 164 | $77.0K | 0.01% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 165 | $78.0K | 0.02% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 165 | $78.0K | 0.01% | +165 | New |
| Carmichael Hill & Associates, Inc. | 167 | $79.0K | 0.04% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 173 | $82.0K | 0.05% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 174 | $82.0K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 176 | $83.0K | 0.05% | −50−22.1% | Reduced |
| Freedman Financial Associates, Inc. | 177 | $84.0K | 0.06% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 177 | $84.0K | 0.07% | +173+4,325.0% | Added |
| JJJ Advisors Inc. | 180 | $85.0K | 0.03% | +3+1.7% | Added |
| Bell Investment Advisors, Inc | 185 | $87.0K | 0.02% | −6−3.1% | Reduced |
| Tradewinds Capital Management, LLC | 184 | $87.0K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 194 | $92.0K | 0.01% | +5+2.6% | Added |
| Focused Wealth Management, Inc | 200 | $94.0K | 0.01% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 200 | $94.0K | 0.03% | 00.0% | Unchanged |
| M&R Capital Management Inc | 200 | $94.0K | 0.02% | 00.0% | Unchanged |
| Caldwell Trust Co | 205 | $96.7K | 0.01% | +5+2.5% | Added |
| Glassman Wealth Services | 210 | $99.0K | 0.02% | +32+18.0% | Added |
| TD Ameritrade Investment Management, LLC | 209 | $99.0K | 0.00% | +79+60.8% | Added |
| Pinnacle Bancorp, Inc. | 215 | $101.0K | 0.04% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 215 | $101.0K | 0.05% | +12+5.9% | Added |
| Itau Unibanco Holding S.A. | 220 | $104.0K | 0.00% | +220 | New |
| Aquire Wealth Advisors, LLC | 226 | $107.0K | 0.06% | +226 | New |
| Koshinski Asset Management, Inc. | 231 | $109.1K | 0.01% | −12−4.9% | Reduced |
| Tortoise Investment Management, LLC | 233 | $110.0K | 0.02% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 234 | $110.4K | 0.03% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 236 | $111.0K | 0.02% | +173+274.6% | Added |
| Geo Capital Gestora de Recursos Ltd | 246 | $116.0K | 0.06% | −11−4.3% | Reduced |
| Operose Advisors LLC | 245 | $116.0K | 0.09% | +245 | New |
| Webster Bank, N. A. | 250 | $118.0K | 0.01% | 00.0% | Unchanged |
| Clean Yield Group | 250 | $118.0K | 0.04% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 251 | $118.0K | 0.08% | +43+20.7% | Added |
| Altshuler Shaham Ltd | 255 | $120.0K | 0.00% | −517−67.0% | Reduced |
| Carroll Financial Associates, Inc. | 262 | $125.0K | 0.01% | +2+0.8% | Added |
| Versant Capital Management, Inc | 266 | $126.0K | 0.04% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 268 | $126.0K | 0.01% | +237+764.5% | Added |
| Allworth Financial LP | 270 | $127.0K | 0.00% | +49+22.2% | Added |
| Cambridge Trust Co | 269 | $127.0K | 0.00% | +269 | New |
| Newfound Research LLC | 279 | $132.0K | 0.16% | +5+1.8% | Added |
| Key Financial Inc | 296 | $140.0K | 0.07% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 304 | $143.0K | 0.02% | +32+11.8% | Added |
| CVA Family Office, LLC | 311 | $147.0K | 0.04% | +311 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 316 | $149.0K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 316 | $149.0K | 0.21% | +316 | New |
| Private Capital Group, LLC | 332 | $157.0K | 0.03% | −34−9.3% | Reduced |
| Geneos Wealth Management Inc. | 338 | $159.0K | 0.01% | −115−25.4% | Reduced |
| NEXT Financial Group, Inc | 340 | $160.0K | 0.01% | +73+27.3% | Added |
| Country Trust Bank | 341 | $161.0K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 349 | $165.0K | 0.00% | +6+1.7% | Added |
| State of Wyoming | 361 | $170.0K | 0.08% | −26−6.7% | Reduced |
| EverSource Wealth Advisors, LLC | 385 | $182.0K | 0.05% | +385 | New |
| Barrett Asset Management, LLC | 395 | $186.0K | 0.01% | +20+5.3% | Added |
| Gordian Capital Singapore Pte Ltd | 400 | $189.0K | 0.15% | +400 | New |
| Halpern Financial, Inc. | 402 | $189.7K | 0.08% | 00.0% | Unchanged |
| Valley Brook Capital Group | 425 | $200.0K | 0.17% | +425 | New |
| Quent Capital, LLC | 423 | $200.0K | 0.04% | +423 | New |
| Kelly Financial Services LLC | 424 | $200.1K | 0.09% | +204+92.7% | Added |
| LVZ Advisors, Inc. | 426 | $201.0K | 0.03% | +426 | New |
| Phraction Management LLC | 426 | $201.0K | 0.12% | +426 | New |
| PDS Planning, Inc | 430 | $203.0K | 0.04% | +430 | New |
| Zeke Capital Advisors, LLC | 431 | $203.0K | 0.01% | +431 | New |
| Cedrus LLC | 432 | $203.9K | 0.20% | +432 | New |
| Full Sail Capital, LLC | 514 | $205.0K | 0.02% | −62,835−99.2% | Reduced |
| Blue Chip Partners, Inc. | 433 | $205.0K | 0.03% | −20−4.4% | Reduced |
| McAdam, LLC | 434 | $205.0K | 0.02% | +434 | New |
| Grandview Asset Management LLC | 435 | $205.0K | 0.08% | +435 | New |
| Grimes & Company, Inc. | 439 | $207.0K | 0.01% | +439 | New |
| UMA Financial Services, Inc. | 468 | $209.0K | 0.05% | −6−1.3% | Reduced |
| Tiemann Investment Advisors, LLC | 445 | $210.0K | 0.09% | +445 | New |
| Portland Global Advisors LLC | 450 | $212.0K | 0.04% | +450 | New |