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 |
|---|---|---|---|---|---|
| Vicus Capital | 723 | $305.0K | 0.03% | +723 | New |
| Forum Financial Management, LP | 647 | $305.0K | 0.02% | +647 | New |
| Okabena Investment Services Inc | 648 | $306.0K | 0.12% | −2,026−75.8% | Reduced |
| CPWM, LLC | 720 | $306.0K | 0.02% | 00.0% | Unchanged |
| Charter Trust Co | 648 | $306.0K | 0.03% | 00.0% | Unchanged |
| Legacy Wealth Management, LLC | 652 | $307.7K | 0.16% | 00.0% | Unchanged |
| Pasadena Private Wealth, LLC | 653 | $308.0K | 0.10% | 00.0% | Unchanged |
| Corbett Road Capital Management, LLC | 653 | $308.0K | 0.53% | +653 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 655 | $309.0K | 0.02% | −2−0.3% | Reduced |
| 55I, LLC | 656 | $310.0K | 0.01% | +82+14.3% | Added |
| Grove Bank & Trust | 658 | $311.0K | 0.06% | 00.0% | Unchanged |
| Range Financial Group LLC | 660 | $311.0K | 0.20% | +60+10.0% | Added |
| Bridgewater Associates, LP | 666 | $314.0K | 0.00% | +666 | New |
| D.B. Root & Company, LLC | 668 | $315.0K | 0.11% | −17−2.5% | Reduced |
| Shufro Rose & Co LLC | 667 | $315.0K | 0.02% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 671 | $317.0K | 0.01% | +60+9.8% | Added |
| Peoples Bank | 675 | $319.0K | 0.16% | 00.0% | Unchanged |
| Avalon Investment & Advisory | 680 | $321.0K | 0.01% | −67−9.0% | Reduced |
| Northwest Bancshares, Inc. | 681 | $321.0K | 0.06% | 00.0% | Unchanged |
| McDaniel Terry & Co | 683 | $322.0K | 0.03% | +162+31.1% | Added |
| Regent Peak Wealth Advisors LLC | 686 | $324.0K | 0.09% | +20+3.0% | Added |
| Warren Averett Asset Management, LLC | 840 | $325.0K | 0.03% | −117−12.2% | Reduced |
| Amussen Hunsaker Associates LLC | 707 | $325.0K | 0.08% | 00.0% | Unchanged |
| Buckhead Capital Management LLC | 690 | $326.0K | 0.07% | −65−8.6% | Reduced |
| West Michigan Advisors, LLC | 695 | $328.0K | 0.24% | +695 | New |
| Dowling & Yahnke LLC | 697 | $329.0K | 0.02% | +50+7.7% | Added |
| Enterprise Trust & Investment Co | 700 | $330.0K | 0.12% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 700 | $330.0K | 0.01% | +49+7.5% | Added |
| Aquatic Capital Management LLC | 700 | $330.0K | 0.64% | +700 | New |
| Traphagen Investment Advisors LLC | 700 | $330.4K | 0.06% | +100+16.7% | Added |
| Peak Planning Group, LLC | 700 | $330.4K | 0.24% | +700 | New |
| Altavista Wealth Management, Inc. | 705 | $333.0K | 0.07% | 00.0% | Unchanged |
| Balasa Dinverno & Foltz LLC | 707 | $334.0K | 0.02% | +13+1.9% | Added |
| Capital Market Strategies LLC | 711 | $336.0K | 0.28% | +711 | New |
| Virtue Capital Management, LLC | 715 | $337.0K | 0.05% | −28−3.8% | Reduced |
| Cedar Brook Financial Partners, LLC | 715 | $337.0K | 0.09% | +79+12.4% | Added |
| Chicago Partners Investment Group LLC | 892 | $340.0K | 0.02% | +70+8.5% | Added |
| Atlas Capital Advisors LLC | 722 | $340.7K | 0.05% | 00.0% | Unchanged |
| MJP Associates Inc | 752 | $347.0K | 0.10% | +66+9.6% | Added |
| ARGI Investment Services, LLC | 740 | $349.0K | 0.01% | −35−4.5% | Reduced |
| Lloyd Advisory Services, LLC. | 739 | $349.0K | 0.16% | +128+20.9% | Added |
| Acadian Asset Management LLC | 742 | $350.0K | 0.00% | 00.0% | Unchanged |
| Delphia (USA) Inc. | 741 | $350.0K | 0.37% | +741 | New |
| RGT Wealth Advisors, LLC | 749 | $353.0K | 0.05% | +27+3.7% | Added |
| Violich Capital Management, Inc. | 750 | $354.0K | 0.05% | 00.0% | Unchanged |
| Somerset Group LLC | 750 | $354.0K | 0.24% | 00.0% | Unchanged |
| Mitchell Sinkler & Starr | 754 | $356.0K | 0.11% | 00.0% | Unchanged |
| Connecticut Wealth Management, LLC | 753 | $356.0K | 0.03% | +1+0.1% | Added |
| Menard Financial Group LLC | 756 | $357.0K | 0.29% | +150+24.8% | Added |
| Ifrah Financial Services, Inc. | 759 | $358.0K | 0.10% | −1−0.1% | Reduced |
| Csenge Advisory Group | 870 | $359.0K | 0.03% | −201−18.8% | Reduced |
| One Wealth Advisors, LLC | 760 | $359.0K | 0.09% | +8+1.1% | Added |
| Hancock Whitney Investment Services Inc. | 782 | $360.0K | 0.06% | +782 | New |
| City State Bank | 773 | $365.0K | 0.22% | +773 | New |
| Krane Funds Advisors LLC | 790 | $373.0K | 0.01% | −458−36.7% | Reduced |
| Strategic Blueprint, LLC | 792 | $374.0K | 0.05% | +34+4.5% | Added |
| West Bancorporation Inc | 793 | $374.0K | 0.29% | +793 | New |
| Relyea Zuckerberg Hanson LLC | 901 | $376.0K | 0.14% | +17+1.9% | Added |
| Wolverine Trading, LLC | 801 | $377.0K | 0.01% | −5,733−87.7% | Reduced |
| Truehand, Inc | 800 | $378.0K | 0.22% | 00.0% | Unchanged |
| Ledyard National Bank | 800 | $378.0K | 0.04% | 00.0% | Unchanged |
| David R. Rahn & Associates Inc. | 800 | $378.0K | 0.17% | 00.0% | Unchanged |
| Trust Co | 800 | $378.0K | 0.09% | 00.0% | Unchanged |
| Financial Network Wealth Management LLC | 800 | $378.0K | 0.19% | 00.0% | Unchanged |
| Chapman Investment Management, LLC | 800 | $378.0K | 0.17% | +800 | New |
| Hoylecohen, LLC | 804 | $379.0K | 0.03% | +4+0.5% | Added |
| Gladius Capital Management LP | 803 | $379.0K | 0.13% | +803 | New |
| Meridian Investment Counsel Inc. | 805 | $380.0K | 0.13% | −400−33.2% | Reduced |
| Veritas Investment Partners (UK) Ltd. | 805 | $380.0K | 0.01% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 814 | $384.0K | 0.05% | +14+1.8% | Added |
| CNB Bank | 815 | $384.0K | 0.21% | +32+4.1% | Added |
| FineMark National Bank & Trust | 820 | $387.0K | 0.01% | −23−2.7% | Reduced |
| Axxcess Wealth Management, LLC | 819 | $387.0K | 0.03% | +819 | New |
| Fiduciary Group LLC | 828 | $391.0K | 0.04% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 832 | $393.0K | 0.02% | +832 | New |
| Wintrust Investments LLC | 834 | $394.0K | 0.04% | 00.0% | Unchanged |
| Matthew Goff Investment Advisor, LLC | 836 | $395.0K | 0.09% | 00.0% | Unchanged |
| West Family Investments, Inc. | 836 | $395.0K | 0.11% | 00.0% | Unchanged |
| Geller Advisors LLC | 840 | $396.0K | 0.08% | +2+0.2% | Added |
| BSW Wealth Partners | 838 | $396.0K | 0.10% | +60+7.7% | Added |
| Anchor Capital Advisors LLC | 841 | $397.0K | 0.01% | −40−4.5% | Reduced |
| StrategIQ Financial Group, LLC | 844 | $398.0K | 0.04% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 844 | $398.0K | 0.06% | +152+22.0% | Added |
| Abbrea Capital, LLC | 845 | $399.0K | 0.05% | 00.0% | Unchanged |
| F3Logic, LLC | 867 | $402.0K | 0.05% | +64+8.0% | Added |
| Boston Common Asset Management, LLC | 854 | $403.0K | 0.02% | +53+6.6% | Added |
| Yarbrough Capital, LLC | 854 | $403.0K | 0.02% | +854 | New |
| Fisher Asset Management, LLC | 860 | $406.0K | 0.00% | +120+16.2% | Added |
| Capital One Financial Corp | 863 | $407.0K | 0.05% | +3+0.3% | Added |
| Plimoth Trust Co LLC | 865 | $408.0K | 0.10% | −40−4.4% | Reduced |
| J. L. Bainbridge & Co., Inc. | 872 | $411.0K | 0.05% | 00.0% | Unchanged |
| Wealth Alliance | 878 | $414.0K | 0.08% | −36−3.9% | Reduced |
| First Affirmative Financial Network | 878 | $414.0K | 0.38% | +19+2.2% | Added |
| Montag & Caldwell, LLC | 880 | $415.0K | 0.04% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 895 | $422.0K | 0.02% | +895 | New |
| Fiducient Advisors LLC | 895 | $422.0K | 0.13% | +895 | New |
| Williams Jones Wealth Management, LLC. | 899 | $424.0K | 0.01% | 00.0% | Unchanged |
| TriaGen Wealth Management LLC | 898 | $424.0K | 0.21% | 00.0% | Unchanged |
| Plotkin Financial Advisors, LLC | 900 | $424.7K | 0.27% | 00.0% | Unchanged |
| FourThought Financial, LLC | 900 | $425.0K | 0.05% | −86−8.7% | Reduced |