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 |
|---|---|---|---|---|---|
| Systematic Alpha Investments, LLC | 452 | $213.0K | 0.01% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 451 | $213.0K | 0.03% | +1+0.2% | Added |
| Roundview Capital LLC | 454 | $214.0K | 0.02% | +454 | New |
| CenterBook Partners LP | 454 | $214.0K | 0.13% | +454 | New |
| Suncoast Equity Management | 455 | $215.0K | 0.03% | +455 | New |
| Red Door Wealth Management, LLC | 457 | $215.0K | 0.07% | +457 | New |
| Halbert Hargrove Global Advisors, LLC | 462 | $218.0K | 0.01% | +462 | New |
| Laffer Tengler Investments | 462 | $218.0K | 0.06% | 00.0% | Unchanged |
| New England Research & Management, Inc. | 465 | $219.0K | 0.11% | +465 | New |
| Marietta Investment Partners LLC | 466 | $220.0K | 0.05% | +466 | New |
| Hendershot Investments Inc. | 470 | $222.0K | 0.03% | 00.0% | Unchanged |
| Montecito Bank & Trust | 475 | $224.0K | 0.04% | +3+0.6% | Added |
| Northeast Financial Consultants Inc | 474 | $224.0K | 0.01% | +474 | New |
| United Community Bank | 482 | $227.5K | 0.23% | +482 | New |
| Triad Investment Management | 483 | $228.0K | 0.21% | +483 | New |
| Hutchens & Kramer Investment Management Group, LLC | 552 | $229.0K | 0.14% | +552 | New |
| Baker Tilly Wealth Management, LLC | 489 | $231.0K | 0.02% | −286−36.9% | Reduced |
| Ipswich Investment Management Co., Inc. | 495 | $234.0K | 0.05% | 00.0% | Unchanged |
| Wealthquest Corp | 496 | $234.0K | 0.04% | 00.0% | Unchanged |
| EPG Wealth Management LLC | 496 | $234.0K | 0.08% | +3+0.6% | Added |
| Prestige Wealth Management Group LLC | 496 | $234.0K | 0.06% | +21+4.4% | Added |
| Marco Investment Management LLC | 500 | $236.0K | 0.02% | 00.0% | Unchanged |
| DAGCO, Inc. | 500 | $236.0K | 0.09% | 00.0% | Unchanged |
| Aurora Private Wealth, Inc. | 500 | $236.0K | 0.10% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 500 | $236.0K | 0.01% | +500 | New |
| Capital Investment Advisors, LLC | 501 | $236.0K | 0.01% | +501 | New |
| Cadence Bank NA | 505 | $238.0K | 0.06% | 00.0% | Unchanged |
| Rockwood Wealth Management, LLC | 505 | $238.3K | 0.11% | +505 | New |
| Emerald Mutual Fund Advisers Trust | 508 | $240.0K | 0.01% | 00.0% | Unchanged |
| Alpha Paradigm Partners, LLC | 511 | $241.0K | 0.10% | −121−19.1% | Reduced |
| Wedmont Private Capital | 552 | $241.0K | 0.07% | +552 | New |
| Arvest Trust Co N A | 512 | $242.0K | 0.01% | +512 | New |
| Almanack Investment Partners, LLC. | 518 | $244.0K | 0.02% | −11−2.1% | Reduced |
| Wrapmanager Inc | 521 | $246.0K | 0.06% | −81−13.5% | Reduced |
| NorthRock Partners, LLC | 521 | $246.0K | 0.02% | +521 | New |
| Financial Advisory Service, Inc. | 525 | $248.0K | 0.02% | −90−14.6% | Reduced |
| Brown Advisory Securities, LLC | 531 | $250.0K | 0.11% | −66−11.1% | Reduced |
| E Fund Management Co., Ltd. | 529 | $250.0K | 0.01% | 00.0% | Unchanged |
| Azimuth Capital Management LLC | 540 | $255.0K | 0.01% | 00.0% | Unchanged |
| Sand Hill Global Advisors, LLC | 541 | $255.0K | 0.01% | +31+6.1% | Added |
| Johnson Financial Group, Inc. | 541 | $255.0K | 0.02% | +395+270.5% | Added |
| Magnetar Financial LLC | 540 | $255.0K | 0.00% | +540 | New |
| Corundum Group, Inc. | 543 | $256.0K | 0.17% | −28−4.9% | Reduced |
| 9258 Wealth Management, LLC | 545 | $257.0K | 0.06% | +10+1.9% | Added |
| Empirical Asset Management, LLC | 545 | $257.0K | 0.25% | +545 | New |
| Bragg Financial Advisors, Inc | 608 | $258.0K | 0.02% | 00.0% | Unchanged |
| IVC Wealth Advisors LLC | 549 | $259.0K | 0.17% | 00.0% | Unchanged |
| Endowment Wealth Management, Inc. | 551 | $260.0K | 0.26% | +551 | New |
| Single Point Partners, LLC | 552 | $261.0K | 0.07% | 00.0% | Unchanged |
| Independent Wealth Network Inc. | 556 | $262.0K | 0.16% | +16+3.0% | Added |
| Silver Lake Advisory, LLC | 556 | $262.0K | 0.12% | +1+0.2% | Added |
| Buttonwood Financial Advisors Inc. | 555 | $262.0K | 0.26% | +555 | New |
| Rosenbaum Jay D. | 557 | $263.0K | 0.39% | +557 | New |
| HHM Wealth Advisors, LLC | 567 | $268.0K | 0.06% | +360+173.9% | Added |
| Callan Capital, LLC | 568 | $268.0K | 0.04% | +568 | New |
| Kavar Capital Partners Group, LLC | 570 | $269.0K | 0.06% | 00.0% | Unchanged |
| Wealth Architects, LLC | 570 | $269.0K | 0.05% | +570 | New |
| First Command Bank | 639 | $272.0K | 0.05% | 00.0% | Unchanged |
| AMJ Financial Wealth Management | 576 | $272.0K | 0.10% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 577 | $272.0K | 0.06% | +29+5.3% | Added |
| KB Financial Partners, LLC | 579 | $273.0K | 0.08% | +579 | New |
| Edmond de Rothschild Holding S.A. | 581 | $274.0K | 0.01% | +567+4,050.0% | Added |
| Finivi Inc. | 582 | $274.8K | 0.29% | +582 | New |
| Flputnam Investment Management Co | 582 | $275.0K | 0.01% | −35−5.7% | Reduced |
| Sandy Spring Bank | 590 | $278.0K | 0.01% | +273+86.1% | Added |
| Dixon Hubard Feinour & Brown Inc | 592 | $279.0K | 0.03% | −7−1.2% | Reduced |
| Alphabet Inc. | 592 | $279.0K | 0.01% | 00.0% | Unchanged |
| Courage Miller Partners, LLC | 595 | $281.0K | 0.11% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 595 | $281.0K | 0.03% | +595 | New |
| Gould Asset Management LLC | 598 | $282.0K | 0.08% | +90+17.7% | Added |
| Howard Capital Management Group, LLC | 598 | $282.0K | 0.02% | +598 | New |
| Sound View Wealth Advisors Group, LLC | 600 | $283.0K | 0.05% | +19+3.3% | Added |
| Trust Co of Toledo NA | 601 | $284.0K | 0.04% | −9−1.5% | Reduced |
| Telemus Capital, LLC | 601 | $284.0K | 0.02% | +77+14.7% | Added |
| Schneider Downs Wealth Management Advisors, LP | 605 | $286.0K | 0.07% | −34−5.3% | Reduced |
| Parametrica Management Ltd | 607 | $286.0K | 0.28% | −13−2.1% | Reduced |
| Magellan Asset Management Ltd | 608 | $287.0K | 0.00% | −410−40.3% | Reduced |
| Ascent Wealth Partners, LLC | 608 | $287.0K | 0.05% | −35−5.4% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 610 | $287.0K | 0.02% | +608+30,400.0% | Added |
| Aaron Wealth Advisors | 615 | $290.0K | 0.08% | +67+12.2% | Added |
| 44 Wealth Management LLC | 621 | $293.0K | 0.10% | +1+0.2% | Added |
| VeraBank, N.A. | 621 | $293.0K | 0.15% | +16+2.6% | Added |
| Ovata Capital Management Ltd | 623 | $294.0K | 0.10% | +623 | New |
| SkyView Investment Advisors, LLC | 34,923 | $294.0K | 0.07% | +34,923 | New |
| Mutual Advisors, LLC | 625 | $295.0K | 0.02% | +31+5.2% | Added |
| ICW Investment Advisors LLC | 626 | $295.0K | 0.16% | +82+15.1% | Added |
| Stonegate Investment Group, LLC | 627 | $296.0K | 0.01% | +627 | New |
| AMG National Trust Bank | 632 | $298.0K | 0.01% | −27−4.1% | Reduced |
| Jaffetilchin Investment Partners, LLC | 631 | $298.0K | 0.03% | +20+3.3% | Added |
| Northstar Asset Management LLC | 633 | $299.0K | 0.07% | 00.0% | Unchanged |
| Symphony Financial, Ltd. Co. | 651 | $300.0K | 0.08% | −129−16.5% | Reduced |
| Moneta Group Investment Advisors LLC | 636 | $300.0K | 0.01% | +62+10.8% | Added |
| DSC Advisors, L.P. | 636 | $300.0K | 0.35% | +112+21.4% | Added |
| Collective Family Office LLC | 638 | $301.0K | 0.12% | +3+0.5% | Added |
| Western Wealth Management, LLC | 634 | $301.0K | 0.03% | +634 | New |
| First Command Financial Services, Inc. | 639 | $302.0K | 0.04% | 00.0% | Unchanged |
| Affinity Capital Advisors, LLC | 640 | $302.0K | 0.09% | 00.0% | Unchanged |
| Keel Point, LLC | 639 | $302.0K | 0.04% | +30+4.9% | Added |
| Parsec Financial Management, Inc. | 642 | $303.0K | 0.01% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 642 | $303.0K | 0.13% | +28+4.6% | Added |