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
Pathstone Family Office, LLC8,745$4.13M0.10%+877+11.1%Added
Massmutual Trust Co FSB8,677$4.09M0.15%−98−1.1%Reduced
Stephens Inc8,514$4.02M0.06%−1,049−11.0%Reduced
Richard Bernstein Advisors LLC8,486$4.00M0.08%00.0%Unchanged
Certified Advisory Corp8,410$3.97M0.88%+8+0.1%Added
Sustainable Insight Capital Management, LLC8,332$3.93M2.11%−1,097−11.6%Reduced
Rockefeller Capital Management L.P.8,296$3.92M0.02%+533+6.9%Added
Choate Investment Advisors8,241$3.89M0.23%+790+10.6%Added
Madison Wealth Management8,200$3.87M0.78%+110+1.4%Added
Pettee Investors, Inc.8,169$3.85M1.61%−200−2.4%Reduced
Impax Asset Management Group plc8,140$3.84M0.01%+352+4.5%Added
Cloverfields Capital Group, LP8,102$3.82M1.19%+837+11.5%Added
Thomasville National Bank8,090$3.82M0.37%−210−2.5%Reduced
Jump Financial, LLC8,068$3.81M0.24%+8,068New
Kentucky Farm Bureau Mutual Insurance Co8,000$3.78M0.97%00.0%Unchanged
Factorial Partners, LLC8,000$3.77M2.50%−50−0.6%Reduced
Pensionfund Sabic7,900$3.73M0.70%00.0%Unchanged
Siemens Fonds Invest GmbH7,899$3.72M0.25%+541+7.4%Added
Great Lakes Advisors, LLC7,838$3.70M0.06%+54+0.7%Added
Corient Capital Partners, LLC7,786$3.67M0.24%+642+9.0%Added
Scotia Capital Inc.7,709$3.64M0.02%+262+3.5%Added
Segantii Capital Management Ltd7,648$3.61M0.12%+7,648New
J. W. Coons Advisors, LLC7,595$3.58M1.08%+309+4.2%Added
Sumitomo Life Insurance Co7,570$3.57M0.09%−199−2.6%Reduced
LGT Group Foundation7,472$3.53M0.09%+7,472New
Herold Advisors, Inc.7,470$3.52M1.37%00.0%Unchanged
Proequities, Inc.7,456$3.52M0.20%+340+4.8%Added
King Luther Capital Management Corp7,354$3.47M0.02%+71+1.0%Added
Park Avenue Securities LLC7,303$3.45M0.06%+302+4.3%Added
Davy Global Fund Management Ltd7,269$3.43M0.53%−1,600−18.0%Reduced
Bancreek Capital Management, LP7,201$3.40M3.18%+7,201New
Oppenheimer Asset Management Inc.7,177$3.39M0.04%+304+4.4%Added
CX Institutional7,145$3.37M0.27%+1,708+31.4%Added
Kendall Capital Management7,011$3.31M1.57%−540−7.2%Reduced
CFS Investment Advisory Services, LLC7,944$3.30M0.44%+1,517+23.6%Added
Steward Partners Investment Advisory, LLC6,980$3.29M0.05%+40+0.6%Added
Altfest L J & Co Inc6,964$3.29M0.63%−4−0.1%Reduced
Fortress Wealth Management, Inc.6,937$3.27M2.46%+6,937New
Private Advisor Group, LLC6,882$3.25M0.02%−1,991−22.4%Reduced
Vident Investment Advisory, LLC6,846$3.23M0.08%+1,117+19.5%Added
Exchange Traded Concepts, LLC6,779$3.20M0.06%+6,728+13,192.2%Added
Kinneret Advisory, LLC6,695$3.16M0.33%00.0%Unchanged
Meiji Yasuda Life Insurance Co6,642$3.13M0.06%−1,136−14.6%Reduced
Ilmarinen Mutual Pension Insurance Co6,621$3.13M0.04%00.0%Unchanged
Jane Street Group, LLC6,553$3.09M0.01%−17,160−72.4%Reduced
Umb Bank N A6,448$3.04M0.04%+5,407+519.4%Added
Mount Yale Investment Advisors, LLC6,442$3.04M0.32%+472+7.9%Added
Bank of Hawaii6,395$3.02M0.16%+455+7.7%Added
Oakmont Corp6,392$3.02M0.24%00.0%Unchanged
Kentucky Retirement Systems Insurance Trust Fund6,393$3.02M0.28%+160+2.6%Added
Sturgeon Ventures LLP6,377$3.01M1.39%+2,630+70.2%Added
AMS Capital Ltda6,350$3.00M0.67%+6,350New
Enterprise Bank & Trust Co6,304$2.98M1.04%+72+1.2%Added
George Kaiser Family Foundation6,289$2.97M0.43%00.0%Unchanged
Argent Trust Co6,286$2.97M0.17%−125−1.9%Reduced
Independent Advisor Alliance6,285$2.97M0.15%+1,279+25.5%Added
Ceera Investments, LLC6,259$2.95M1.53%−46−0.7%Reduced
Redpoint Investment Management Pty Ltd6,229$2.94M0.23%−32−0.5%Reduced
Hills Bank & Trust Co6,207$2.93M0.40%−40−0.6%Reduced
Frisch Financial Group, Inc.6,183$2.92M0.91%+6,183New
BTG Pactual Global Asset Management Ltd6,035$2.85M2.97%+2,194+57.1%Added
Olstein Capital Management, L.P.6,000$2.83M0.34%−7,000−53.8%Reduced
Regents of the University of California6,000$2.83M0.40%00.0%Unchanged
Beacon Pointe Advisors, LLC5,997$2.83M0.07%+1,245+26.2%Added
Dodge & Cox5,900$2.78M0.00%00.0%Unchanged
Duncker Streett & Co Inc5,895$2.78M0.48%+40+0.7%Added
WD Rutherford LLC5,870$2.77M1.40%00.0%Unchanged
Abeille Asset Management SA5,778$2.73M0.63%+5,778New
Trexquant Investment LP5,721$2.70M0.17%+1,912+50.2%Added
Texas Yale Capital Corp.5,720$2.70M0.14%00.0%Unchanged
First Hawaiian Bank5,708$2.69M0.08%−344−5.7%Reduced
Marshall Financial Group LLC5,681$2.68M0.99%+98+1.8%Added
Stratos Wealth Partners, LTD.5,654$2.67M0.06%+679+13.6%Added
Channing Global Advisors, LLC5,592$2.64M2.50%+5,592New
Stevens Capital Management LP5,570$2.63M0.60%+4,812+634.8%Added
Clearstead Advisors, LLC5,559$2.62M0.18%−514−8.5%Reduced
Bessemer Securities LLC5,543$2.62M0.71%+2,553+85.4%Added
Trust Co of Vermont5,538$2.61M0.16%+61+1.1%Added
Bradley Foster & Sargent Inc5,537$2.61M0.05%+750+15.7%Added
Cigna Investments Inc5,462$2.58M0.20%−1,965−26.5%Reduced
Regentatlantic Capital LLC5,418$2.56M0.07%+293+5.7%Added
Cohen Klingenstein LLC5,400$2.55M0.10%00.0%Unchanged
Insight Wealth Strategies, LLC5,389$2.54M0.36%+43+0.8%Added
Fortem Financial Group, LLC5,378$2.54M1.16%+224+4.3%Added
Lederer & Associates Investment Counsel5,372$2.54M1.47%−155−2.8%Reduced
AXS Investments LLC5,369$2.53M0.60%+5,369New
Boston Partners5,367$2.53M0.00%−538−9.1%Reduced
Paradigm Financial Partners, LLC5,368$2.53M0.53%−64−1.2%Reduced
MMBG Investment Advisors Co.5,340$2.52M0.24%+5,340New
Parsons Capital Management Inc5,301$2.50M0.18%+64+1.2%Added
Fluent Financial, LLC5,284$2.49M1.02%−145−2.7%Reduced
Guardian Capital LP5,260$2.48M0.05%+175+3.4%Added
Brewin Dolphin Wealth Management Ltd5,213$2.46M0.27%00.0%Unchanged
Skylands Capital, LLC5,175$2.44M0.28%−1,500−22.5%Reduced
Settian Capital LP5,175$2.44M2.11%+5,175New
FORA Capital, LLC5,171$2.44M0.95%+5,171New
Alps Advisors Inc5,166$2.44M0.03%−1,400−21.3%Reduced
Boston Trust Walden Corp5,166$2.44M0.02%−25−0.5%Reduced
Intrust Bank NA5,146$2.43M0.29%+85+1.7%Added
Everence Capital Management Inc5,084$2.40M0.18%−3,190−38.6%Reduced