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Livermore
Livermore
ZHEN

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: 1,773 institutionsQ1 2024: 1,835 institutionsQ2 2024: 1,842 institutionsQ3 2024: 1,936 institutionsQ4 2024: 2,045 institutionsQ1 2025: 2,081 institutionsQ2 2025: 2,067 institutionsQ3 2025: 2,058 institutionsQ4 2025: 2,203 institutionsQ1 2026: 2,126 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 20262,126$108.7B
Q4 20252,203$137.4B
Q3 20252,058$126.8B
Q2 20252,067$140.5B
Q1 20252,081$135.4B
Q4 20242,045$134.2B
Q3 20241,936$140.2B
Q2 20241,842$121.4B
Q1 20241,835$115.2B
Q4 20231,773$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
Tradewinds Capital Management, LLC184$87.0K0.01%00.0%Unchanged
JJJ Advisors Inc.180$85.0K0.03%+3+1.7%Added
Freedman Financial Associates, Inc.177$84.0K0.06%00.0%Unchanged
USA Financial Portformulas Corp177$84.0K0.07%+173+4,325.0%Added
Solstein Capital, LLC176$83.0K0.05%−50−22.1%Reduced
C M Bidwell & Associates Ltd173$82.0K0.05%00.0%Unchanged
Ancora Advisors, LLC174$82.0K0.00%00.0%Unchanged
Carmichael Hill & Associates, Inc.167$79.0K0.04%00.0%Unchanged
Leelyn Smith, LLC165$78.0K0.02%00.0%Unchanged
Capital Advisors, Ltd. LLC165$78.0K0.01%+165New
Reilly Financial Advisors, LLC164$77.0K0.01%00.0%Unchanged
Kistler-Tiffany Companies, LLC160$76.0K0.01%00.0%Unchanged
Confluence Wealth Services, Inc.159$75.0K0.02%+159New
Evermay Wealth Management LLC150$71.0K0.01%00.0%Unchanged
Farmers & Merchants Investments Inc151$71.0K0.00%00.0%Unchanged
Rockbridge Investment Management, LCC150$71.0K0.01%00.0%Unchanged
JFS Wealth Advisors, LLC146$69.0K0.01%00.0%Unchanged
Sandy Cove Advisors, LLC146$69.0K0.06%+146New
Maverick Capital LtdSuperinvestorMaverick Capital145$68.0K0.00%−612−80.8%Reduced
Hall Laurie J Trustee145$68.0K0.02%00.0%Unchanged
Intelligent Financial Strategies144$68.0K0.06%+144New
Motco138$65.0K0.00%00.0%Unchanged
Gemmer Asset Management LLC131$62.0K0.01%00.0%Unchanged
Arlington Partners LLC131$62.0K0.02%+131New
Cowen and Company, LLC128$60.0K0.01%−1,711−93.0%Reduced
Capitolis Advisors LLC128$60.0K0.00%00.0%Unchanged
FinTrust Capital Advisors, LLC127$60.0K0.01%+38+42.7%Added
Atticus Wealth Management, LLC123$58.0K0.02%+23+23.0%Added
TCTC Holdings, LLC121$57.0K0.00%00.0%Unchanged
Sugarloaf Wealth Management, LLC117$55.0K0.01%+72+160.0%Added
Zullo Investment Group, Inc.110$52.0K0.03%+110New
Concord Wealth Partners109$51.0K0.01%+29+36.3%Added
Glen Eagle Advisors, LLC108$51.0K0.01%00.0%Unchanged
South State Corp.104$49.0K0.00%+3+3.0%Added
Sargent Bickham Lagudis LLC101$48.0K0.00%−2−1.9%Reduced
Tarbox Family Office, Inc.102$48.0K0.01%00.0%Unchanged
Guardian Wealth Management, Inc.99$47.0K0.05%+99New
GPS Wealth Strategies Group, LLC97$46.0K0.01%+2+2.1%Added
Paragon Capital Management Ltd95$45.0K0.01%+95New
Amplius Wealth Advisors, LLC96$45.0K0.01%+96New
Earnest Partners LLC93$44.0K0.00%−34−26.8%Reduced
Washington Trust Advisors, Inc.91$43.0K0.00%+91New
Patriot Financial Group Insurance Agency, LLC88$42.0K0.01%+10+12.8%Added
Cordasco Financial Network90$42.0K0.03%+90New
Seldon Capital LP88$42.0K0.03%+88New
Smith Group Asset Management, LLC84$40.0K0.00%−323−79.4%Reduced
Artemis Wealth Advisors, LLC86$40.0K0.00%−4−4.4%Reduced
SOA Wealth Advisors, LLC.85$40.0K0.01%00.0%Unchanged
Disciplina Capital Management LLC84$39.7K0.01%+84New
West Branch Capital LLC80$38.0K0.02%00.0%Unchanged
MV Capital Management, Inc.81$38.0K0.01%+13+19.1%Added
Kathleen S. Wright Associates Inc.80$38.0K0.03%+80New
Canton Hathaway, LLC79$37.0K0.01%00.0%Unchanged
American Research & Management Co.75$35.0K0.01%00.0%Unchanged
First Pacific Advisors, LP70$33.0K0.00%00.0%Unchanged
Endurance Wealth Management, Inc.68$32.0K0.00%00.0%Unchanged
Lenox Wealth Advisors, LLC68$32.0K0.00%+8+13.3%Added
BDO Wealth Advisors, LLC65$31.0K0.00%00.0%Unchanged
Rain Capital Management, LLC65$31.0K0.02%+3+4.8%Added
Farmers & Merchants Trust Co of Chambersburg PA66$31.0K0.02%+66New
BIT Capital GmbH64$30.2K0.00%+64New
Tacita Capital Inc63$30.0K0.02%00.0%Unchanged
Ayalon Holdings Ltd.62$29.0K0.01%00.0%Unchanged
Baystate Wealth Management LLC59$28.0K0.00%00.0%Unchanged
Signet Financial Management, LLC60$28.0K0.00%+60New
Dixon Hughes Goodman Wealth Advisors LLC60$28.0K0.01%+60New
Pin Oak Investment Advisors Inc57$27.0K0.03%00.0%Unchanged
Carolinas Wealth Consulting LLC57$27.0K0.01%+50+714.3%Added
Strengthening Families & Communities, LLC57$27.0K0.02%+57New
McIlrath & Eck, LLC53$25.0K0.01%+21+65.6%Added
Sit Investment Associates Inc54$25.0K0.00%+54New
Westside Investment Management, Inc.51$24.0K0.00%00.0%Unchanged
McDonald Partners LLC47$22.2K0.02%−575−92.4%Reduced
Absolute Capital Management, LLC47$22.2K0.02%+47New
Sierra Capital LLC45$21.0K0.00%+45New
Raffa Wealth Management, LLC43$20.3K0.01%+10+30.3%Added
Simon Quick Advisors, LLC43$20.0K0.01%−41−48.8%Reduced
Hexagon Capital Partners LLC42$20.0K0.01%00.0%Unchanged
Tradition Wealth Management, LLC43$20.0K0.00%+1+2.4%Added
Rock Creek Group, LP43$20.0K0.00%+43New
American National Bank35$17.0K0.00%+35New
Crewe Advisors LLC34$16.0K0.00%−19−35.8%Reduced
Coastal Capital Group, Inc.34$16.0K0.00%+1+3.0%Added
First Financial Corp32$15.0K0.01%00.0%Unchanged
Thompson Siegel & Walmsley LLC31$15.0K0.00%00.0%Unchanged
Toth Financial Advisory Corp30$14.0K0.00%00.0%Unchanged
Optimum Investment Advisors30$14.0K0.01%00.0%Unchanged
Rosenberg Matthew Hamilton30$14.0K0.00%00.0%Unchanged
Manchester Capital Management LLC29$14.0K0.00%+20+222.2%Added
Ten Capital Wealth Advisors, LLC30$14.0K0.01%+30New
Chilton Capital Management LLC28$13.0K0.00%+28New
IMA Wealth, Inc.26$12.0K0.00%00.0%Unchanged
Fortis Advisors, LLC25$12.0K0.01%00.0%Unchanged
Trustcore Financial Services, LLC26$12.0K0.00%00.0%Unchanged
O'Dell Group, LLC26$12.0K0.00%00.0%Unchanged
Retirement Group, LLC23$11.0K0.00%+23New
Acima Private Wealth, LLC22$10.0K0.00%00.0%Unchanged
Core Alternative Capital21$10.0K0.00%+21New
Delos Wealth Advisors, LLC21$10.0K0.01%+21New
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.20$9.00K0.00%−20−50.0%Reduced