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 |
|---|---|---|---|---|---|
| Orrstown Financial Services Inc | 1,903 | $852.0K | 1.30% | −55−2.8% | Reduced |
| Calton & Associates, Inc. | 1,806 | $852.0K | 0.23% | +20+1.1% | Added |
| American Portfolios Advisors | 1,807 | $852.8K | 0.03% | +212+13.3% | Added |
| Chicago Trust Co NA | 1,825 | $861.0K | 0.17% | 00.0% | Unchanged |
| Souders Financial Advisors | 1,833 | $865.0K | 0.25% | +26+1.4% | Added |
| Atlas Private Wealth Management | 1,850 | $873.0K | 0.49% | +1,008+119.7% | Added |
| SRS Capital Advisors, Inc. | 1,853 | $874.0K | 0.11% | +33+1.8% | Added |
| Osborne Partners Capital Management, LLC | 1,873 | $884.0K | 0.06% | +288+18.2% | Added |
| Altium Wealth Management LLC | 1,895 | $894.0K | 0.06% | +179+10.4% | Added |
| RMB Capital Management, LLC | 1,898 | $896.0K | 0.03% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 1,918 | $905.0K | 0.04% | +37+2.0% | Added |
| Ropes Wealth Advisors LLC | 1,924 | $908.0K | 0.16% | +1,924 | New |
| HB Wealth Management, LLC | 1,927 | $909.0K | 0.02% | +1,927 | New |
| Dimension Capital Management LLC | 1,929 | $910.0K | 0.17% | 00.0% | Unchanged |
| DCM Advisors, LLC | 1,941 | $916.0K | 0.27% | −24−1.2% | Reduced |
| Reynders McVeigh Capital Management, LLC | 1,950 | $920.0K | 0.05% | −50−2.5% | Reduced |
| Ingalls & Snyder LLC | 1,949 | $920.0K | 0.04% | +99+5.4% | Added |
| Dorsey & Whitney Trust CO LLC | 1,954 | $922.0K | 0.08% | +140+7.7% | Added |
| Monterey Private Wealth, Inc. | 1,977 | $933.0K | 0.46% | +2+0.1% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 1,979 | $934.0K | 0.01% | −184−8.5% | Reduced |
| Venturi Wealth Management, LLC | 1,982 | $936.0K | 0.07% | −136−6.4% | Reduced |
| Federated Hermes, Inc. | 1,990 | $939.0K | 0.00% | +361+22.2% | Added |
| Capital Analysts, LLC | 1,992 | $940.0K | 0.06% | +139+7.5% | Added |
| Modera Wealth Management, LLC | 1,993 | $941.0K | 0.04% | +1,993 | New |
| Cetera Advisors LLC | 1,997 | $942.0K | 0.02% | −144−6.7% | Reduced |
| Ferguson Wellman Capital Management, Inc | 2,004 | $946.0K | 0.03% | −225−10.1% | Reduced |
| Old National Bancorp | 2,007 | $947.0K | 0.03% | +7+0.4% | Added |
| KC Investment Advisors, LLC | 2,009 | $948.0K | 0.64% | +106+5.6% | Added |
| Roberts Capital Advisors, LLC | 2,009 | $948.0K | 0.88% | +2,009 | New |
| Symmetry Partners, LLC | 2,013 | $950.0K | 0.06% | −86−4.1% | Reduced |
| NVWM, LLC | 2,017 | $952.0K | 0.30% | +2,017 | New |
| PAX Financial Group, LLC | 2,028 | $957.0K | 0.21% | −35−1.7% | Reduced |
| Amica Retiree Medical Trust | 2,028 | $957.0K | 0.81% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 2,032 | $960.0K | 0.04% | −183−8.3% | Reduced |
| Alpha Cubed Investments, LLC | 2,040 | $963.0K | 0.06% | 00.0% | Unchanged |
| Inverness Counsel LLC | 2,043 | $964.0K | 0.04% | −848−29.3% | Reduced |
| Rehmann Capital Advisory Group | 2,046 | $965.6K | 0.09% | −3−0.1% | Reduced |
| MBB Public Markets I LLC | 2,049 | $967.0K | 0.02% | +2,049 | New |
| Geneva Partners, LLC | 2,060 | $972.0K | 0.48% | +2,060 | New |
| Psagot Value Holdings Ltd. / (Israel) | 2,071 | $977.0K | 0.19% | +117+6.0% | Added |
| Townsend Asset Management Corp | 2,088 | $985.0K | 0.47% | −12−0.6% | Reduced |
| Baldwin Investment Management, LLC | 2,089 | $986.0K | 0.26% | +32+1.6% | Added |
| Lincoln National Corp | 2,089 | $986.0K | 0.02% | +120+6.1% | Added |
| Metis Global Partners, LLC | 2,101 | $992.0K | 0.28% | +2,101 | New |
| Asset Dedication, LLC | 2,114 | $993.0K | 0.12% | +329+18.4% | Added |
| Lattice Capital Management, LLC | 2,118 | $1.00M | 1.03% | +2,118 | New |
| Moloney Securities Asset Management, LLC | 2,122 | $1.00M | 0.17% | −21−1.0% | Reduced |
| Harrison & Co Wealth Management, LLC | 2,126 | $1.00M | 0.84% | +2,126 | New |
| Trillium Asset Management, LLC | 2,129 | $1.00M | 0.02% | −21−1.0% | Reduced |
| Great Diamond Partners, LLC | 2,134 | $1.01M | 0.26% | +105+5.2% | Added |
| Stokes Family Office, LLC | 2,147 | $1.01M | 0.13% | +173+8.8% | Added |
| Conning Inc. | 2,148 | $1.01M | 0.03% | −2,177−50.3% | Reduced |
| Assetmark, Inc | 2,184 | $1.03M | 0.00% | +263+13.7% | Added |
| Synovus Financial Corp | 2,203 | $1.04M | 0.01% | +57+2.7% | Added |
| Perigon Wealth Management, LLC | 2,227 | $1.05M | 0.08% | +183+9.0% | Added |
| Valeo Financial Advisors, LLC | 2,236 | $1.05M | 0.06% | +25+1.1% | Added |
| Legacy Wealth Asset Management, LLC | 2,237 | $1.06M | 0.36% | +32+1.5% | Added |
| Baker Avenue Asset Management, LP | 2,238 | $1.06M | 0.05% | +2,238 | New |
| Quadrant Capital Group LLC | 2,247 | $1.06M | 0.13% | +37+1.7% | Added |
| Caxton Corp | 2,251 | $1.06M | 0.87% | +179+8.6% | Added |
| Schmidt P J Investment Management Inc | 2,565 | $1.06M | 0.21% | +54+2.2% | Added |
| Bank of Nova Scotia Trust Co | 2,264 | $1.07M | 0.09% | +25+1.1% | Added |
| Laurel Wealth Advisors, Inc. | 2,276 | $1.07M | 0.08% | +366+19.2% | Added |
| Caxton Associates LP | 2,286 | $1.08M | 0.14% | +2,286 | New |
| Miracle Mile Advisors, LLC | 2,293 | $1.08M | 0.04% | −4,753−67.5% | Reduced |
| Maven Securities LTD | 2,300 | $1.08M | 0.13% | −107−4.4% | Reduced |
| Avantax Advisory Services, Inc. | 2,301 | $1.09M | 0.02% | +489+27.0% | Added |
| Kestra Private Wealth Services, LLC | 2,306 | $1.09M | 0.05% | +1,005+77.2% | Added |
| Accretive Wealth Partners, LLC | 2,317 | $1.09M | 0.70% | +48+2.1% | Added |
| Palumbo Wealth Management LLC | 2,334 | $1.10M | 0.69% | +4+0.2% | Added |
| Cutter & CO Brokerage, Inc. | 2,334 | $1.10M | 0.30% | −7−0.3% | Reduced |
| Checchi Capital Advisers, LLC | 2,338 | $1.10M | 0.12% | 00.0% | Unchanged |
| Trust Asset Management LLC | 2,339 | $1.10M | 0.14% | 00.0% | Unchanged |
| MEMBERS Trust Co | 2,350 | $1.11M | 0.03% | 00.0% | Unchanged |
| First National Corp | 2,352 | $1.11M | 0.25% | 00.0% | Unchanged |
| Riverbridge Partners LLC | 2,359 | $1.11M | 0.01% | +269+12.9% | Added |
| Bollard Group LLC | 2,363 | $1.11M | 0.04% | +4+0.2% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,367 | $1.12M | 0.07% | −1,300−35.5% | Reduced |
| AdvisorNet Financial, Inc | 2,374 | $1.12M | 0.07% | +103+4.5% | Added |
| Sentry Investment Management LLC | 2,378 | $1.12M | 0.30% | 00.0% | Unchanged |
| RiverPark Advisors, LLC | 2,380 | $1.12M | 0.14% | 00.0% | Unchanged |
| NuWave Investment Management, LLC | 2,389 | $1.13M | 1.28% | +2,202+1,177.5% | Added |
| Boston Financial Mangement LLC | 2,396 | $1.13M | 0.04% | +166+7.4% | Added |
| Rossmore Private Capital | 2,410 | $1.14M | 0.18% | +95+4.1% | Added |
| Benjamin Edwards Inc | 2,414 | $1.14M | 0.37% | +34+1.4% | Added |
| Winton Group Ltd | 2,432 | $1.15M | 0.07% | −71−2.8% | Reduced |
| BancorpSouth Bank | 2,452 | $1.16M | 0.14% | +12+0.5% | Added |
| Arabesque Asset Management Ltd | 2,452 | $1.16M | 0.33% | +272+12.5% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 2,464 | $1.16M | 0.34% | +1,000+68.3% | Added |
| Monetary Management Group Inc | 2,460 | $1.16M | 0.29% | +100+4.2% | Added |
| Howe & Rusling Inc | 2,475 | $1.17M | 0.14% | 00.0% | Unchanged |
| Chatham Capital Group, Inc. | 2,475 | $1.17M | 0.21% | +705+39.8% | Added |
| Flagship Harbor Advisors, LLC | 2,476 | $1.17M | 0.11% | +475+23.7% | Added |
| Kempen Capital Management N.V. | 2,480 | $1.17M | 0.04% | +272+12.3% | Added |
| Appleton Partners Inc | 2,485 | $1.17M | 0.09% | −100−3.9% | Reduced |
| Platform Technology Partners | 2,485 | $1.17M | 0.52% | +73+3.0% | Added |
| Alerus Financial NA | 2,490 | $1.18M | 0.10% | +2,490 | New |
| Colony Group LLC | 2,500 | $1.18M | 0.02% | −480−16.1% | Reduced |
| Unigestion Holding SA | 2,503 | $1.18M | 0.05% | +2,503 | New |
| Regal Investment Advisors LLC | 2,510 | $1.19M | 0.10% | −529−17.4% | Reduced |