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 |
|---|---|---|---|---|---|
| Community Bank, N.A. | 900 | $425.0K | 0.05% | 00.0% | Unchanged |
| Summit Financial, LLC | 901 | $425.2K | 0.03% | +151+20.1% | Added |
| Annandale Capital, LLC | 902 | $426.0K | 0.19% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 913 | $431.0K | 0.02% | +913 | New |
| Carlson Capital Management | 918 | $433.0K | 0.04% | −38−4.0% | Reduced |
| Compton Capital Management Inc | 920 | $434.0K | 0.11% | 00.0% | Unchanged |
| Regent Investment Management LLC | 925 | $437.0K | 0.10% | 00.0% | Unchanged |
| Everett Harris & Co | 930 | $439.0K | 0.01% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 935 | $441.0K | 0.18% | +28+3.1% | Added |
| Verdence Capital Advisors LLC | 940 | $443.0K | 0.05% | −11−1.2% | Reduced |
| Proficio Capital Partners LLC | 940 | $444.0K | 0.06% | −4−0.4% | Reduced |
| TD Private Client Wealth LLC | 941 | $444.2K | 0.02% | −87−8.5% | Reduced |
| Institute for Wealth Management, LLC. | 947 | $447.0K | 0.07% | −38−3.9% | Reduced |
| Lindbrook Capital, LLC | 947 | $447.0K | 0.07% | +459+94.1% | Added |
| Gyon Technologies Capital Management, LP | 954 | $450.0K | 0.08% | −6,648−87.5% | Reduced |
| Ironwood Investment Counsel, LLC | 954 | $450.0K | 0.10% | −42−4.2% | Reduced |
| Harbor Investment Advisory, LLC | 957 | $452.0K | 0.06% | −109−10.2% | Reduced |
| Highland Private Wealth Management | 962 | $454.0K | 0.06% | +47+5.1% | Added |
| VELA Investment Management, LLC | 967 | $456.0K | 0.31% | +967 | New |
| We Are One Seven, LLC | 973 | $459.0K | 0.05% | +527+118.2% | Added |
| Manteio Capital LLC | 973 | $459.0K | 0.59% | +973 | New |
| Cornerstone Wealth Advisors, Inc. | 975 | $460.0K | 0.15% | 00.0% | Unchanged |
| GM Advisory Group, Inc. | 979 | $462.0K | 0.04% | −253−20.5% | Reduced |
| Barings LLC | 983 | $464.0K | 0.01% | −131−11.8% | Reduced |
| NewEdge Wealth, LLC | 985 | $465.0K | 0.02% | +985 | New |
| U S Global Investors Inc | 989 | $467.0K | 0.02% | 00.0% | Unchanged |
| Convergence Investment Partners, LLC | 989 | $467.0K | 0.24% | +501+102.7% | Added |
| Wealthspire Advisors, LLC | 992 | $468.0K | 0.01% | −1,167−54.1% | Reduced |
| Kenfarb & Co. | 994 | $469.0K | 0.34% | +994 | New |
| Bank of the West | 1,000 | $472.0K | 0.04% | 00.0% | Unchanged |
| Ayrshire Capital Management LLC | 1,000 | $472.0K | 0.24% | 00.0% | Unchanged |
| DSM Capital Partners LLC | 1,000 | $472.0K | 0.00% | +1,000 | New |
| Sequoia Financial Advisors, LLC | 1,000 | $472.0K | 0.01% | +1,000 | New |
| Enlightenment Research, LLC | 1,000 | $472.0K | 0.67% | +1,000 | New |
| LGT Fund Management Co Ltd. | 1,000 | $472.0K | 0.14% | +1,000 | New |
| Lebenthal Global Advisors, LLC | 1,013 | $478.0K | 0.19% | +1,013 | New |
| Ameritas Advisory Services, LLC | 1,014 | $479.0K | 0.02% | +1,014 | New |
| ASB Consultores, LLC | 1,017 | $480.0K | 0.24% | +1,017 | New |
| Dana Investment Advisors, Inc. | 1,019 | $481.0K | 0.02% | −47−4.4% | Reduced |
| PFG Advisors | 1,020 | $481.0K | 0.05% | +419+69.7% | Added |
| Putnam Investments LLC | 1,022 | $482.0K | 0.00% | −470,122−99.8% | Reduced |
| Philadelphia Trust Co | 1,026 | $484.0K | 0.04% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 1,033 | $488.0K | 0.09% | +40+4.0% | Added |
| Heritage Trust Co | 1,047 | $494.0K | 0.06% | 00.0% | Unchanged |
| Elgethun Capital Management | 1,080 | $495.0K | 0.17% | +1+0.1% | Added |
| WealthShield Partners, LLC | 1,048 | $495.0K | 0.08% | +61+6.2% | Added |
| Fulcrum Asset Management LLP | – | $499.0K | 0.24% | – | – |
| Sadoff Investment Management LLC | 1,063 | $502.0K | 0.03% | −11−1.0% | Reduced |
| Janney Capital Management LLC | 1,067 | $504.0K | 0.03% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 1,071 | $505.0K | 0.04% | +2+0.2% | Added |
| Shulman DeMeo Asset Management LLC | 1,070 | $505.0K | 0.13% | +1,070 | New |
| Mendel Capital Management LLC | 1,071 | $506.0K | 0.46% | +1,071 | New |
| First National Bank of Hutchinson | 1,075 | $507.0K | 0.29% | +21+2.0% | Added |
| Retirement Guys Formula LLC | 1,076 | $508.0K | 0.40% | +1,076 | New |
| Bank of Stockton | 1,100 | $519.0K | 0.15% | 00.0% | Unchanged |
| Financial Consulate, Inc | 1,102 | $520.0K | 0.18% | +124+12.7% | Added |
| City Holding Co | 1,387 | $521.0K | 0.09% | +672+94.0% | Added |
| Ninepoint Partners LP | 1,106 | $522.0K | 0.19% | 00.0% | Unchanged |
| Cooper Financial Group | 1,110 | $524.0K | 0.20% | +106+10.6% | Added |
| GeoWealth Management, LLC | 1,120 | $528.0K | 0.04% | −39−3.4% | Reduced |
| Spears Abacus Advisors LLC | 1,123 | $530.0K | 0.04% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 1,125 | $531.0K | 0.06% | 00.0% | Unchanged |
| Waddell & Associates, LLC | 1,125 | $531.0K | 0.08% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 1,126 | $531.0K | 0.02% | +182+19.3% | Added |
| Balentine LLC | 1,131 | $534.0K | 0.02% | +72+6.8% | Added |
| Douglas Lane & Associates, LLC | 1,143 | $539.0K | 0.01% | −22−1.9% | Reduced |
| BOK Financial Private Wealth, Inc. | 1,148 | $542.0K | 0.04% | +237+26.0% | Added |
| Integrated Advisors Network LLC | 1,161 | $548.0K | 0.03% | +19+1.7% | Added |
| Albion Financial Group | 1,165 | $550.0K | 0.04% | +1,165 | New |
| Independence Bank of Kentucky | 1,167 | $551.0K | 0.23% | 00.0% | Unchanged |
| GraniteShares Advisors LLC | 1,170 | $552.0K | 0.26% | +1,170 | New |
| Centerpoint Advisors, LLC | 1,174 | $554.0K | 0.24% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 1,195 | $558.0K | 0.05% | +68+6.0% | Added |
| Moors & Cabot, Inc. | 1,191 | $562.0K | 0.03% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 1,193 | $563.0K | 0.04% | +241+25.3% | Added |
| Fosun International Ltd | 1,194 | $567.0K | 0.03% | −758−38.8% | Reduced |
| Palladium Partners LLC | 1,201 | $567.0K | 0.02% | −40−3.2% | Reduced |
| Change Path, LLC | 1,218 | $575.0K | 0.03% | +305+33.4% | Added |
| Sunflower Bank, N.A. | 1,224 | $577.0K | 0.08% | 00.0% | Unchanged |
| Patten & Patten Inc | 1,222 | $577.0K | 0.04% | 00.0% | Unchanged |
| Smith Shellnut Wilson LLC | 1,223 | $577.0K | 0.29% | +20+1.7% | Added |
| Continuum Advisory, LLC | 1,224 | $578.0K | 0.13% | −76−5.8% | Reduced |
| AGF Investments LLC | 1,226 | $579.0K | 0.05% | −1,609−56.8% | Reduced |
| Country Club Trust Company, n.a. | 1,238 | $582.0K | 0.05% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 1,240 | $585.0K | 0.02% | −19−1.5% | Reduced |
| Rosenblum Silverman Sutton S F Inc | 1,239 | $585.0K | 0.13% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,242 | $586.0K | 0.04% | +1,242 | New |
| Procyon Private Wealth Partners, LLC | 1,255 | $592.0K | 0.13% | +1+0.1% | Added |
| Smithfield Trust Co | 1,270 | $597.0K | 0.04% | −2−0.2% | Reduced |
| Advisors Capital Management, LLC | 1,266 | $598.0K | 0.02% | +31+2.5% | Added |
| Rockland Trust Co | 1,272 | $600.0K | 0.04% | −501−28.3% | Reduced |
| Canandaigua National Corp | 1,271 | $600.0K | 0.09% | +1,271 | New |
| Heartland Bank & Trust Co | 1,280 | $604.0K | 0.45% | +1,280 | New |
| Forte Capital LLC | 1,286 | $607.0K | 0.08% | −129−9.1% | Reduced |
| Orion Portfolio Solutions, LLC | 1,285 | $607.0K | 0.02% | +51+4.1% | Added |
| Pinnacle Wealth Planning Services, Inc. | 1,298 | $612.0K | 0.12% | +79+6.5% | Added |
| Tranquility Partners, LLC | 1,296 | $612.0K | 0.28% | +79+6.5% | Added |
| Gsa Capital Partners LLP | 1,301 | $614.0K | 0.08% | −780−37.5% | Reduced |
| Ambassador Advisors, LLC | 1,300 | $614.0K | 0.12% | 00.0% | Unchanged |
| First National Bank of South Miami | 1,300 | $614.0K | 0.37% | 00.0% | Unchanged |