Skip to main content

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.

Institutional holdersQ4 2021: 1,541 institutions
Q1 2021: 1,300 institutionsQ2 2021: 1,358 institutionsQ3 2021: 1,417 institutionsQ4 2021: 1,541 institutionsQ1 2022: 1,650 institutionsQ2 2022: 1,559 institutionsQ3 2022: 1,501 institutionsQ4 2022: 1,571 institutionsQ1 2023: 1,598 institutionsQ2 2023: 1,622 institutionsQ3 2023: 1,625 institutionsQ4 2023: 1,774 institutionsQ1 2024: 1,836 institutionsQ2 2024: 1,843 institutionsQ3 2024: 1,937 institutionsQ4 2024: 2,046 institutionsQ1 2025: 2,082 institutionsQ2 2025: 2,068 institutionsQ3 2025: 2,059 institutionsQ4 2025: 2,204 institutionsQ1 2026: 2,127 institutionsQ2 2026: 2,076 institutions
Value heldQ4 2021: $107.5B
Q1 2021: $76.2BQ2 2021: $92.0BQ3 2021: $95.7BQ4 2021: $107.5BQ1 2022: $127.4BQ2 2022: $99.6BQ3 2022: $87.7BQ4 2022: $93.8BQ1 2023: $95.3BQ2 2023: $111.1BQ3 2023: $100.4BQ4 2023: $121.3BQ1 2024: $115.2BQ2 2024: $121.4BQ3 2024: $140.2BQ4 2024: $134.2BQ1 2025: $135.4BQ2 2025: $140.5BQ3 2025: $126.8BQ4 2025: $137.4BQ1 2026: $108.7BQ2 2026: $105.7B
Institutions holding SPGI and their total value by quarter
QuarterHoldersValue
Q2 20262,076$105.7B
Q1 20262,127$108.7B
Q4 20252,204$137.4B
Q3 20252,059$126.8B
Q2 20252,068$140.5B
Q1 20252,082$135.4B
Q4 20242,046$134.2B
Q3 20241,937$140.2B
Q2 20241,843$121.4B
Q1 20241,836$115.2B
Q4 20231,774$121.3B
Q3 20231,625$100.4B
Q2 20231,622$111.1B
Q1 20231,598$95.3B
Q4 20221,571$93.8B
Q3 20221,501$87.7B
Q2 20221,559$99.6B
Q1 20221,650$127.4B
Q4 20211,541$107.5B
Q3 20211,417$95.7B
Q2 20211,358$92.0B
Q1 20211,300$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.

Institutions holding SPGI in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Townsend Asset Management Corp2,088$985.0K0.47%−12−0.6%Reduced
Psagot Value Holdings Ltd. / (Israel)2,071$977.0K0.19%+117+6.0%Added
Geneva Partners, LLC2,060$972.0K0.48%+2,060New
MBB Public Markets I LLC2,049$967.0K0.02%+2,049New
Rehmann Capital Advisory Group2,046$965.6K0.09%−3−0.1%Reduced
Inverness Counsel LLC2,043$964.0K0.04%−848−29.3%Reduced
Alpha Cubed Investments, LLC2,040$963.0K0.06%00.0%Unchanged
Prospera Financial Services Inc2,032$960.0K0.04%−183−8.3%Reduced
PAX Financial Group, LLC2,028$957.0K0.21%−35−1.7%Reduced
Amica Retiree Medical Trust2,028$957.0K0.81%00.0%Unchanged
NVWM, LLC2,017$952.0K0.30%+2,017New
Symmetry Partners, LLC2,013$950.0K0.06%−86−4.1%Reduced
KC Investment Advisors, LLC2,009$948.0K0.64%+106+5.6%Added
Roberts Capital Advisors, LLC2,009$948.0K0.88%+2,009New
Old National Bancorp2,007$947.0K0.03%+7+0.4%Added
Ferguson Wellman Capital Management, Inc2,004$946.0K0.03%−225−10.1%Reduced
Cetera Advisors LLC1,997$942.0K0.02%−144−6.7%Reduced
Modera Wealth Management, LLC1,993$941.0K0.04%+1,993New
Capital Analysts, LLC1,992$940.0K0.06%+139+7.5%Added
Federated Hermes, Inc.1,990$939.0K0.00%+361+22.2%Added
Venturi Wealth Management, LLC1,982$936.0K0.07%−136−6.4%Reduced
Commonwealth of Pennsylvania Public School Empls Retrmt Sys1,979$934.0K0.01%−184−8.5%Reduced
Monterey Private Wealth, Inc.1,977$933.0K0.46%+2+0.1%Added
Dorsey & Whitney Trust CO LLC1,954$922.0K0.08%+140+7.7%Added
Reynders McVeigh Capital Management, LLC1,950$920.0K0.05%−50−2.5%Reduced
Ingalls & Snyder LLC1,949$920.0K0.04%+99+5.4%Added
DCM Advisors, LLC1,941$916.0K0.27%−24−1.2%Reduced
Dimension Capital Management LLC1,929$910.0K0.17%00.0%Unchanged
HB Wealth Management, LLC1,927$909.0K0.02%+1,927New
Ropes Wealth Advisors LLC1,924$908.0K0.16%+1,924New
Avantax Planning Partners, Inc.1,918$905.0K0.04%+37+2.0%Added
RMB Capital Management, LLC1,898$896.0K0.03%00.0%Unchanged
Altium Wealth Management LLC1,895$894.0K0.06%+179+10.4%Added
Osborne Partners Capital Management, LLC1,873$884.0K0.06%+288+18.2%Added
SRS Capital Advisors, Inc.1,853$874.0K0.11%+33+1.8%Added
Atlas Private Wealth Management1,850$873.0K0.49%+1,008+119.7%Added
Souders Financial Advisors1,833$865.0K0.25%+26+1.4%Added
Chicago Trust Co NA1,825$861.0K0.17%00.0%Unchanged
American Portfolios Advisors1,807$852.8K0.03%+212+13.3%Added
Orrstown Financial Services Inc1,903$852.0K1.30%−55−2.8%Reduced
Calton & Associates, Inc.1,806$852.0K0.23%+20+1.1%Added
NorthCrest Asset Manangement, LLC1,802$850.0K0.05%+1,802New
Radnor Capital Management, LLC1,798$849.0K0.21%−225−11.1%Reduced
Griffin Asset Management, Inc.1,800$849.0K0.11%00.0%Unchanged
Arthur M. Cohen & Associates, LLC1,794$847.0K0.16%00.0%Unchanged
HBK Sorce Advisory LLC1,793$846.0K0.04%+28+1.6%Added
Latitude Advisors, LLC1,788$844.0K0.24%+214+13.6%Added
Rodgers Brothers Inc.1,780$840.0K0.15%00.0%Unchanged
Benjamin F. Edwards & Company, Inc.1,779$840.0K0.04%+1,107+164.7%Added
LWM Advisory Services, LLC1,774$837.0K1.04%+1,774New
Stock Yards Bank & Trust Co1,771$836.0K0.04%+396+28.8%Added
CoreFirst Bank & Trust1,739$821.0K0.53%−54−3.0%Reduced
Deseret Mutual Benefit Administrators1,734$818.0K0.14%+48+2.8%Added
Davidson Trust Co1,729$816.0K0.56%−46−2.6%Reduced
Freestone Capital Holdings, LLC1,721$812.0K0.03%+840+95.3%Added
Israel Discount Bank of New York1,710$807.0K0.50%00.0%Unchanged
Wealthsource Partners, LLC1,707$806.0K0.06%+187+12.3%Added
Horizon Investments, LLC1,705$803.0K0.02%+147+9.4%Added
NBT Bank N A1,700$802.0K0.10%00.0%Unchanged
Foster Dykema Cabot & Co Inc1,700$802.0K0.09%00.0%Unchanged
Waters Parkerson & Co., LLC1,700$802.0K0.04%00.0%Unchanged
Qtron Investments LLC1,695$800.0K0.18%00.0%Unchanged
Leavell Investment Management, Inc.1,694$799.0K0.05%00.0%Unchanged
Waldron Private Wealth LLC1,691$798.0K0.04%+1+0.1%Added
Arcadia Investment Management Corp1,680$793.0K0.13%00.0%Unchanged
Metatron Capital SICAV plc1,680$792.8K0.75%+1,680New
Spinnaker Trust1,667$787.0K0.05%00.0%Unchanged
Thomas White International Ltd1,649$778.0K0.12%00.0%Unchanged
Engine No. 1 LLC1,648$778.0K0.16%+360+28.0%Added
Meridian Wealth Partners, LLC1,643$776.0K0.16%+7+0.4%Added
Transform Wealth, LLC1,642$775.0K0.08%−192−10.5%Reduced
Ontario Teachers Pension Plan Board1,634$771.0K0.01%+274+20.1%Added
Trust Co of Oklahoma1,626$767.4K0.26%+18+1.1%Added
Guardian Wealth Advisors, LLC1,626$767.0K0.61%+16+1.0%Added
Sutton Wealth Advisors Inc.1,620$764.5K0.25%00.0%Unchanged
Jackson Square Capital, LLC1,615$762.0K0.22%00.0%Unchanged
Wedbush Securities Inc1,612$761.0K0.03%−491−23.3%Reduced
People's United Financial, Inc.1,611$760.0K0.02%−1,246−43.6%Reduced
Clifford Swan Investment Counsel LLC1,608$759.0K0.03%00.0%Unchanged
Point72 Hong Kong Ltd1,601$756.0K0.06%+1,481+1,234.2%Added
Beach Investment Counsel Inc1,600$755.0K0.10%00.0%Unchanged
Bluestein R H & Co1,591$751.0K0.03%+400+33.6%Added
Summit X, LLC1,590$750.0K0.17%00.0%Unchanged
National Asset Management, Inc.1,586$749.0K0.02%+251+18.8%Added
MAI Capital Management1,587$749.0K0.01%+502+46.3%Added
Edgestream Partners, L.P.1,584$748.0K0.05%+1,584New
XTX Topco Ltd1,580$746.0K0.42%+1,580New
Nicholas Hoffman & Company, LLC.1,572$742.0K0.02%+77+5.2%Added
Moseley Investment Management Inc1,570$741.0K0.34%00.0%Unchanged
Penserra Capital Management LLC1,559$735.0K0.02%+601+62.7%Added
Shelton Capital Management1,549$731.0K0.03%00.0%Unchanged
Lido Advisors, LLC1,544$728.0K0.01%+302+24.3%Added
Brookstone Capital Management1,625$726.0K0.01%+26+1.6%Added
Red Spruce Capital, LLC1,537$725.0K0.40%00.0%Unchanged
TrinityPoint Wealth, LLC1,530$722.0K0.13%+19+1.3%Added
Highland Capital Management, LLC1,500$708.0K0.04%00.0%Unchanged
Center for Financial Planning, Inc.1,500$708.0K0.14%+1,459+3,558.5%Added
Optiver Holding B.V.1,658$705.0K0.00%00.0%Unchanged
Nova R Wealth, Inc.1,492$704.0K0.57%+1,492New
Intrua Financial, LLC1,485$701.0K0.12%+6+0.4%Added