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 |
|---|---|---|---|---|---|
| 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 |
| MJP Associates Inc | 752 | $347.0K | 0.10% | +66+9.6% | Added |
| Atlas Capital Advisors LLC | 722 | $340.7K | 0.05% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 892 | $340.0K | 0.02% | +70+8.5% | Added |
| 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 |
| Capital Market Strategies LLC | 711 | $336.0K | 0.28% | +711 | New |
| Balasa Dinverno & Foltz LLC | 707 | $334.0K | 0.02% | +13+1.9% | Added |
| Altavista Wealth Management, Inc. | 705 | $333.0K | 0.07% | 00.0% | Unchanged |
| Traphagen Investment Advisors LLC | 700 | $330.4K | 0.06% | +100+16.7% | Added |
| Peak Planning Group, LLC | 700 | $330.4K | 0.24% | +700 | New |
| 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 |
| Dowling & Yahnke LLC | 697 | $329.0K | 0.02% | +50+7.7% | Added |
| West Michigan Advisors, LLC | 695 | $328.0K | 0.24% | +695 | New |
| Buckhead Capital Management LLC | 690 | $326.0K | 0.07% | −65−8.6% | Reduced |
| 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 |
| Regent Peak Wealth Advisors LLC | 686 | $324.0K | 0.09% | +20+3.0% | Added |
| McDaniel Terry & Co | 683 | $322.0K | 0.03% | +162+31.1% | Added |
| Avalon Investment & Advisory | 680 | $321.0K | 0.01% | −67−9.0% | Reduced |
| Northwest Bancshares, Inc. | 681 | $321.0K | 0.06% | 00.0% | Unchanged |
| Peoples Bank | 675 | $319.0K | 0.16% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 671 | $317.0K | 0.01% | +60+9.8% | Added |
| 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 |
| Bridgewater Associates, LP | 666 | $314.0K | 0.00% | +666 | New |
| Grove Bank & Trust | 658 | $311.0K | 0.06% | 00.0% | Unchanged |
| Range Financial Group LLC | 660 | $311.0K | 0.20% | +60+10.0% | Added |
| 55I, LLC | 656 | $310.0K | 0.01% | +82+14.3% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 655 | $309.0K | 0.02% | −2−0.3% | Reduced |
| Pasadena Private Wealth, LLC | 653 | $308.0K | 0.10% | 00.0% | Unchanged |
| Corbett Road Capital Management, LLC | 653 | $308.0K | 0.53% | +653 | New |
| Legacy Wealth Management, LLC | 652 | $307.7K | 0.16% | 00.0% | Unchanged |
| 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 |
| Vicus Capital | 723 | $305.0K | 0.03% | +723 | New |
| Forum Financial Management, LP | 647 | $305.0K | 0.02% | +647 | New |
| Parsec Financial Management, Inc. | 642 | $303.0K | 0.01% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 642 | $303.0K | 0.13% | +28+4.6% | Added |
| First Command Financial Services, Inc. | 639 | $302.0K | 0.04% | 00.0% | Unchanged |
| Affinity Capital Advisors, LLC | 640 | $302.0K | 0.09% | 00.0% | Unchanged |
| Keel Point, LLC | 639 | $302.0K | 0.04% | +30+4.9% | Added |
| Collective Family Office LLC | 638 | $301.0K | 0.12% | +3+0.5% | Added |
| Western Wealth Management, LLC | 634 | $301.0K | 0.03% | +634 | New |
| Symphony Financial, Ltd. Co. | 651 | $300.0K | 0.08% | −129−16.5% | Reduced |
| Moneta Group Investment Advisors LLC | 636 | $300.0K | 0.01% | +62+10.8% | Added |
| DSC Advisors, L.P. | 636 | $300.0K | 0.35% | +112+21.4% | Added |
| Northstar Asset Management LLC | 633 | $299.0K | 0.07% | 00.0% | Unchanged |
| AMG National Trust Bank | 632 | $298.0K | 0.01% | −27−4.1% | Reduced |
| Jaffetilchin Investment Partners, LLC | 631 | $298.0K | 0.03% | +20+3.3% | Added |
| Stonegate Investment Group, LLC | 627 | $296.0K | 0.01% | +627 | New |
| Mutual Advisors, LLC | 625 | $295.0K | 0.02% | +31+5.2% | Added |
| ICW Investment Advisors LLC | 626 | $295.0K | 0.16% | +82+15.1% | Added |
| Ovata Capital Management Ltd | 623 | $294.0K | 0.10% | +623 | New |
| SkyView Investment Advisors, LLC | 34,923 | $294.0K | 0.07% | +34,923 | New |
| 44 Wealth Management LLC | 621 | $293.0K | 0.10% | +1+0.2% | Added |
| VeraBank, N.A. | 621 | $293.0K | 0.15% | +16+2.6% | Added |
| Aaron Wealth Advisors | 615 | $290.0K | 0.08% | +67+12.2% | Added |
| Magellan Asset Management Ltd | 608 | $287.0K | 0.00% | −410−40.3% | Reduced |
| Ascent Wealth Partners, LLC | 608 | $287.0K | 0.05% | −35−5.4% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 610 | $287.0K | 0.02% | +608+30,400.0% | Added |
| Schneider Downs Wealth Management Advisors, LP | 605 | $286.0K | 0.07% | −34−5.3% | Reduced |
| Parametrica Management Ltd | 607 | $286.0K | 0.28% | −13−2.1% | Reduced |
| Trust Co of Toledo NA | 601 | $284.0K | 0.04% | −9−1.5% | Reduced |
| Telemus Capital, LLC | 601 | $284.0K | 0.02% | +77+14.7% | Added |
| Sound View Wealth Advisors Group, LLC | 600 | $283.0K | 0.05% | +19+3.3% | Added |
| Gould Asset Management LLC | 598 | $282.0K | 0.08% | +90+17.7% | Added |
| Howard Capital Management Group, LLC | 598 | $282.0K | 0.02% | +598 | New |
| Courage Miller Partners, LLC | 595 | $281.0K | 0.11% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 595 | $281.0K | 0.03% | +595 | New |
| Dixon Hubard Feinour & Brown Inc | 592 | $279.0K | 0.03% | −7−1.2% | Reduced |
| Alphabet Inc. | 592 | $279.0K | 0.01% | 00.0% | Unchanged |
| Sandy Spring Bank | 590 | $278.0K | 0.01% | +273+86.1% | Added |
| Flputnam Investment Management Co | 582 | $275.0K | 0.01% | −35−5.7% | Reduced |
| Finivi Inc. | 582 | $274.8K | 0.29% | +582 | New |
| Edmond de Rothschild Holding S.A. | 581 | $274.0K | 0.01% | +567+4,050.0% | Added |
| KB Financial Partners, LLC | 579 | $273.0K | 0.08% | +579 | New |
| First Command Bank | 639 | $272.0K | 0.05% | 00.0% | Unchanged |
| AMJ Financial Wealth Management | 576 | $272.0K | 0.10% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 577 | $272.0K | 0.06% | +29+5.3% | Added |
| Kavar Capital Partners Group, LLC | 570 | $269.0K | 0.06% | 00.0% | Unchanged |
| Wealth Architects, LLC | 570 | $269.0K | 0.05% | +570 | New |
| HHM Wealth Advisors, LLC | 567 | $268.0K | 0.06% | +360+173.9% | Added |
| Callan Capital, LLC | 568 | $268.0K | 0.04% | +568 | New |
| Rosenbaum Jay D. | 557 | $263.0K | 0.39% | +557 | New |
| Independent Wealth Network Inc. | 556 | $262.0K | 0.16% | +16+3.0% | Added |
| Silver Lake Advisory, LLC | 556 | $262.0K | 0.12% | +1+0.2% | Added |
| Buttonwood Financial Advisors Inc. | 555 | $262.0K | 0.26% | +555 | New |
| Single Point Partners, LLC | 552 | $261.0K | 0.07% | 00.0% | Unchanged |
| Endowment Wealth Management, Inc. | 551 | $260.0K | 0.26% | +551 | New |
| IVC Wealth Advisors LLC | 549 | $259.0K | 0.17% | 00.0% | Unchanged |
| Bragg Financial Advisors, Inc | 608 | $258.0K | 0.02% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 545 | $257.0K | 0.06% | +10+1.9% | Added |
| Empirical Asset Management, LLC | 545 | $257.0K | 0.25% | +545 | New |
| Corundum Group, Inc. | 543 | $256.0K | 0.17% | −28−4.9% | Reduced |
| Azimuth Capital Management LLC | 540 | $255.0K | 0.01% | 00.0% | Unchanged |