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 |
|---|---|---|---|---|---|
| WMS Partners, LLC | 4,168 | $1.97M | 0.42% | +343+9.0% | Added |
| River Wealth Advisors LLC | 4,188 | $1.98M | 0.31% | −95−2.2% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 4,200 | $1.98M | 0.58% | +513+13.9% | Added |
| Blue Fin Capital, Inc. | 4,206 | $1.99M | 0.55% | −280−6.2% | Reduced |
| Woodstock Corp | 4,206 | $1.99M | 0.21% | −69−1.6% | Reduced |
| IndexIQ Advisors LLC | 4,217 | $1.99M | 0.07% | +40+1.0% | Added |
| Dakota Wealth Management | 4,218 | $1.99M | 0.21% | −71−1.7% | Reduced |
| Apollon Wealth Management, LLC | 4,232 | $2.00M | 0.16% | +2,956+231.7% | Added |
| American State Bank (Iowa) | 4,275 | $2.02M | 1.40% | −95−2.2% | Reduced |
| Decatur Capital Management, Inc. | 4,277 | $2.02M | 1.20% | −50−1.2% | Reduced |
| Kalos Management, Inc. | 4,424 | $2.04M | 0.55% | +289+7.0% | Added |
| AdvisorShares Investments LLC | 4,333 | $2.04M | 0.25% | +4,333 | New |
| Polaris Wealth Advisory Group, LLC | 4,344 | $2.05M | 0.12% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 4,391 | $2.07M | 0.06% | −48−1.1% | Reduced |
| Dividend Assets Capital, LLC | 4,391 | $2.07M | 0.38% | +97+2.3% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 4,395 | $2.07M | 0.02% | 00.0% | Unchanged |
| Lindsell Train LtdSuperinvestorLindsell Train | 4,400 | $2.08M | 0.03% | 00.0% | Unchanged |
| Jacobsen Capital Management | 4,455 | $2.10M | 0.99% | −43−1.0% | Reduced |
| Anchor Investment Management, LLC | 4,546 | $2.15M | 0.27% | −94−2.0% | Reduced |
| Shepherd Kaplan Krochuk, LLC | 4,606 | $2.17M | 0.79% | +3+0.1% | Added |
| Redwood Investments, LLC | 4,623 | $2.18M | 0.17% | +74+1.6% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 4,635 | $2.19M | 0.14% | +4,635 | New |
| Ieq Capital, LLC | 4,656 | $2.20M | 0.05% | +356+8.3% | Added |
| WealthPLAN Partners, LLC | 5,293 | $2.20M | 0.14% | +532+11.2% | Added |
| Whitener Capital Management, Inc. | 4,700 | $2.22M | 0.79% | 00.0% | Unchanged |
| Peachtree Investment Partners, LLC | 4,703 | $2.22M | 0.93% | +2,958+169.5% | Added |
| Breiter Capital Management Inc | 4,709 | $2.22M | 1.09% | +306+6.9% | Added |
| TrimTabs Asset Management, LLC | 4,723 | $2.23M | 1.10% | 00.0% | Unchanged |
| Duality Advisers, LP | 4,733 | $2.23M | 0.24% | +4,733 | New |
| Strategic Capital Advisers, Inc. | 4,800 | $2.27M | 1.62% | 00.0% | Unchanged |
| Jackson Wealth Management, LLC | 4,810 | $2.27M | 0.29% | +4,810 | New |
| Clark Capital Management Group, Inc. | 4,846 | $2.29M | 0.03% | −558−10.3% | Reduced |
| Segment Wealth Management, LLC | 4,880 | $2.30M | 0.24% | −32−0.7% | Reduced |
| Phoenix Holdings Ltd. | 4,923 | $2.33M | 0.04% | +365+8.0% | Added |
| Sepio Capital, LP | 4,940 | $2.33M | 0.17% | −20.0% | Reduced |
| Nicola Wealth Management Ltd. | 4,929 | $2.33M | 0.22% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 4,977 | $2.35M | 0.20% | +70+1.4% | Added |
| Vestmark Advisory Solutions, Inc. | 4,985 | $2.35M | 0.13% | +475+10.5% | Added |
| Regency Capital Management Inc. | 4,986 | $2.35M | 1.50% | +4+0.1% | Added |
| Viking Fund Management LLC | 5,000 | $2.36M | 0.62% | 00.0% | Unchanged |
| Caldwell Investment Management Ltd. | 5,071 | $2.40M | 1.87% | +5,071 | New |
| Everence Capital Management Inc | 5,084 | $2.40M | 0.18% | −3,190−38.6% | Reduced |
| Intrust Bank NA | 5,146 | $2.43M | 0.29% | +85+1.7% | Added |
| Alps Advisors Inc | 5,166 | $2.44M | 0.03% | −1,400−21.3% | Reduced |
| Boston Trust Walden Corp | 5,166 | $2.44M | 0.02% | −25−0.5% | Reduced |
| FORA Capital, LLC | 5,171 | $2.44M | 0.95% | +5,171 | New |
| Skylands Capital, LLC | 5,175 | $2.44M | 0.28% | −1,500−22.5% | Reduced |
| Settian Capital LP | 5,175 | $2.44M | 2.11% | +5,175 | New |
| Brewin Dolphin Wealth Management Ltd | 5,213 | $2.46M | 0.27% | 00.0% | Unchanged |
| Guardian Capital LP | 5,260 | $2.48M | 0.05% | +175+3.4% | Added |
| Fluent Financial, LLC | 5,284 | $2.49M | 1.02% | −145−2.7% | Reduced |
| Parsons Capital Management Inc | 5,301 | $2.50M | 0.18% | +64+1.2% | Added |
| MMBG Investment Advisors Co. | 5,340 | $2.52M | 0.24% | +5,340 | New |
| Boston Partners | 5,367 | $2.53M | 0.00% | −538−9.1% | Reduced |
| Paradigm Financial Partners, LLC | 5,368 | $2.53M | 0.53% | −64−1.2% | Reduced |
| AXS Investments LLC | 5,369 | $2.53M | 0.60% | +5,369 | New |
| Lederer & Associates Investment Counsel | 5,372 | $2.54M | 1.47% | −155−2.8% | Reduced |
| Fortem Financial Group, LLC | 5,378 | $2.54M | 1.16% | +224+4.3% | Added |
| Insight Wealth Strategies, LLC | 5,389 | $2.54M | 0.36% | +43+0.8% | Added |
| Cohen Klingenstein LLC | 5,400 | $2.55M | 0.10% | 00.0% | Unchanged |
| Regentatlantic Capital LLC | 5,418 | $2.56M | 0.07% | +293+5.7% | Added |
| Cigna Investments Inc | 5,462 | $2.58M | 0.20% | −1,965−26.5% | Reduced |
| Bradley Foster & Sargent Inc | 5,537 | $2.61M | 0.05% | +750+15.7% | Added |
| Trust Co of Vermont | 5,538 | $2.61M | 0.16% | +61+1.1% | Added |
| Bessemer Securities LLC | 5,543 | $2.62M | 0.71% | +2,553+85.4% | Added |
| Clearstead Advisors, LLC | 5,559 | $2.62M | 0.18% | −514−8.5% | Reduced |
| Stevens Capital Management LP | 5,570 | $2.63M | 0.60% | +4,812+634.8% | Added |
| Channing Global Advisors, LLC | 5,592 | $2.64M | 2.50% | +5,592 | New |
| Stratos Wealth Partners, LTD. | 5,654 | $2.67M | 0.06% | +679+13.6% | Added |
| Marshall Financial Group LLC | 5,681 | $2.68M | 0.99% | +98+1.8% | Added |
| First Hawaiian Bank | 5,708 | $2.69M | 0.08% | −344−5.7% | Reduced |
| Texas Yale Capital Corp. | 5,720 | $2.70M | 0.14% | 00.0% | Unchanged |
| Trexquant Investment LP | 5,721 | $2.70M | 0.17% | +1,912+50.2% | Added |
| Abeille Asset Management SA | 5,778 | $2.73M | 0.63% | +5,778 | New |
| WD Rutherford LLC | 5,870 | $2.77M | 1.40% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 5,895 | $2.78M | 0.48% | +40+0.7% | Added |
| Dodge & Cox | 5,900 | $2.78M | 0.00% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 5,997 | $2.83M | 0.07% | +1,245+26.2% | Added |
| Olstein Capital Management, L.P. | 6,000 | $2.83M | 0.34% | −7,000−53.8% | Reduced |
| Regents of the University of California | 6,000 | $2.83M | 0.40% | 00.0% | Unchanged |
| BTG Pactual Global Asset Management Ltd | 6,035 | $2.85M | 2.97% | +2,194+57.1% | Added |
| Frisch Financial Group, Inc. | 6,183 | $2.92M | 0.91% | +6,183 | New |
| Hills Bank & Trust Co | 6,207 | $2.93M | 0.40% | −40−0.6% | Reduced |
| Redpoint Investment Management Pty Ltd | 6,229 | $2.94M | 0.23% | −32−0.5% | Reduced |
| Ceera Investments, LLC | 6,259 | $2.95M | 1.53% | −46−0.7% | Reduced |
| Argent Trust Co | 6,286 | $2.97M | 0.17% | −125−1.9% | Reduced |
| Independent Advisor Alliance | 6,285 | $2.97M | 0.15% | +1,279+25.5% | Added |
| George Kaiser Family Foundation | 6,289 | $2.97M | 0.43% | 00.0% | Unchanged |
| Enterprise Bank & Trust Co | 6,304 | $2.98M | 1.04% | +72+1.2% | Added |
| AMS Capital Ltda | 6,350 | $3.00M | 0.67% | +6,350 | New |
| Sturgeon Ventures LLP | 6,377 | $3.01M | 1.39% | +2,630+70.2% | Added |
| Oakmont Corp | 6,392 | $3.02M | 0.24% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 6,393 | $3.02M | 0.28% | +160+2.6% | Added |
| Bank of Hawaii | 6,395 | $3.02M | 0.16% | +455+7.7% | Added |
| Mount Yale Investment Advisors, LLC | 6,442 | $3.04M | 0.32% | +472+7.9% | Added |
| Umb Bank N A | 6,448 | $3.04M | 0.04% | +5,407+519.4% | Added |
| Jane Street Group, LLC | 6,553 | $3.09M | 0.01% | −17,160−72.4% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 6,621 | $3.13M | 0.04% | 00.0% | Unchanged |
| Meiji Yasuda Life Insurance Co | 6,642 | $3.13M | 0.06% | −1,136−14.6% | Reduced |
| Kinneret Advisory, LLC | 6,695 | $3.16M | 0.33% | 00.0% | Unchanged |