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 |
|---|---|---|---|---|---|
| Caldwell Investment Management Ltd. | 5,071 | $2.40M | 1.87% | +5,071 | New |
| Viking Fund Management LLC | 5,000 | $2.36M | 0.62% | 00.0% | Unchanged |
| Regency Capital Management Inc. | 4,986 | $2.35M | 1.50% | +4+0.1% | Added |
| Vestmark Advisory Solutions, Inc. | 4,985 | $2.35M | 0.13% | +475+10.5% | Added |
| Robertson Stephens Wealth Management, LLC | 4,977 | $2.35M | 0.20% | +70+1.4% | Added |
| Nicola Wealth Management Ltd. | 4,929 | $2.33M | 0.22% | 00.0% | Unchanged |
| Sepio Capital, LP | 4,940 | $2.33M | 0.17% | −20.0% | Reduced |
| Phoenix Holdings Ltd. | 4,923 | $2.33M | 0.04% | +365+8.0% | Added |
| Segment Wealth Management, LLC | 4,880 | $2.30M | 0.24% | −32−0.7% | Reduced |
| Clark Capital Management Group, Inc. | 4,846 | $2.29M | 0.03% | −558−10.3% | Reduced |
| Jackson Wealth Management, LLC | 4,810 | $2.27M | 0.29% | +4,810 | New |
| Strategic Capital Advisers, Inc. | 4,800 | $2.27M | 1.62% | 00.0% | Unchanged |
| Duality Advisers, LP | 4,733 | $2.23M | 0.24% | +4,733 | New |
| TrimTabs Asset Management, LLC | 4,723 | $2.23M | 1.10% | 00.0% | Unchanged |
| Breiter Capital Management Inc | 4,709 | $2.22M | 1.09% | +306+6.9% | Added |
| Peachtree Investment Partners, LLC | 4,703 | $2.22M | 0.93% | +2,958+169.5% | Added |
| Whitener Capital Management, Inc. | 4,700 | $2.22M | 0.79% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 5,293 | $2.20M | 0.14% | +532+11.2% | Added |
| Ieq Capital, LLC | 4,656 | $2.20M | 0.05% | +356+8.3% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 4,635 | $2.19M | 0.14% | +4,635 | New |
| Redwood Investments, LLC | 4,623 | $2.18M | 0.17% | +74+1.6% | Added |
| Shepherd Kaplan Krochuk, LLC | 4,606 | $2.17M | 0.79% | +3+0.1% | Added |
| Anchor Investment Management, LLC | 4,546 | $2.15M | 0.27% | −94−2.0% | Reduced |
| Jacobsen Capital Management | 4,455 | $2.10M | 0.99% | −43−1.0% | Reduced |
| Lindsell Train LtdSuperinvestorLindsell Train | 4,400 | $2.08M | 0.03% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 4,395 | $2.07M | 0.02% | 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 |
| Polaris Wealth Advisory Group, LLC | 4,344 | $2.05M | 0.12% | 00.0% | Unchanged |
| AdvisorShares Investments LLC | 4,333 | $2.04M | 0.25% | +4,333 | New |
| Kalos Management, Inc. | 4,424 | $2.04M | 0.55% | +289+7.0% | Added |
| Decatur Capital Management, Inc. | 4,277 | $2.02M | 1.20% | −50−1.2% | Reduced |
| American State Bank (Iowa) | 4,275 | $2.02M | 1.40% | −95−2.2% | Reduced |
| Apollon Wealth Management, LLC | 4,232 | $2.00M | 0.16% | +2,956+231.7% | Added |
| Dakota Wealth Management | 4,218 | $1.99M | 0.21% | −71−1.7% | Reduced |
| IndexIQ Advisors LLC | 4,217 | $1.99M | 0.07% | +40+1.0% | 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 |
| First National Bank of Mount Dora, Trust Investment Services | 4,200 | $1.98M | 0.58% | +513+13.9% | Added |
| River Wealth Advisors LLC | 4,188 | $1.98M | 0.31% | −95−2.2% | Reduced |
| WMS Partners, LLC | 4,168 | $1.97M | 0.42% | +343+9.0% | Added |
| Empirical Finance, LLC | 4,155 | $1.96M | 0.23% | +1,098+35.9% | Added |
| Wright Investors Service Inc | 4,140 | $1.95M | 0.49% | +93+2.3% | Added |
| Tealwood Asset Management Inc | 4,130 | $1.95M | 0.78% | −234−5.4% | Reduced |
| Cutler Investment Counsel LLC | 4,122 | $1.95M | 0.29% | 00.0% | Unchanged |
| Equitable Trust Co | 4,100 | $1.93M | 0.12% | −318−7.2% | Reduced |
| Cypress Asset Management Inc | 4,094 | $1.93M | 0.46% | −10.0% | Reduced |
| Belpointe Asset Management LLC | 4,076 | $1.92M | 0.12% | −12−0.3% | Reduced |
| Private Trust Co NA | 4,058 | $1.92M | 0.26% | −9−0.2% | Reduced |
| Toroso Investments, LLC | 4,056 | $1.91M | 0.06% | +1,415+53.6% | Added |
| Nichols & Pratt Advisers LLP | 4,050 | $1.91M | 0.13% | +50+1.3% | Added |
| Ativo Capital Management LLC | 4,017 | $1.90M | 0.84% | −47−1.2% | Reduced |
| IBM Retirement Fund | 4,011 | $1.89M | 0.24% | −2,784−41.0% | Reduced |
| Excalibur Management Corp | 4,003 | $1.89M | 0.76% | 00.0% | Unchanged |
| Sirios Capital Management L P | 3,972 | $1.88M | 0.21% | −308−7.2% | Reduced |
| Donoghue Forlines LLC | 3,932 | $1.86M | 0.31% | +3,932 | New |
| Legacy Financial Strategies, LLC | 3,916 | $1.85M | 0.80% | +79+2.1% | Added |
| Buckingham Strategic Wealth, LLC | 3,879 | $1.83M | 0.04% | +161+4.3% | Added |
| IMS Capital Management | 3,851 | $1.82M | 0.93% | +286+8.0% | Added |
| Boothbay Fund Management, LLC | 3,846 | $1.81M | 0.06% | −13,059−77.2% | Reduced |
| Hamilton Point Investment Advisors, LLC | 3,839 | $1.81M | 0.43% | +15+0.4% | Added |
| Cetera Advisor Networks LLC | 3,818 | $1.80M | 0.02% | −670−14.9% | Reduced |
| Triasima Portfolio Management inc. | 3,770 | $1.78M | 0.09% | +20+0.5% | Added |
| Prudential PLC | 3,768 | $1.78M | 0.02% | −1,138−23.2% | Reduced |
| Seeyond | 3,761 | $1.77M | 0.16% | +619+19.7% | Added |
| Profund Advisors LLC | 3,746 | $1.77M | 0.06% | +33+0.9% | Added |
| Aristotle Atlantic Partners, LLC | 3,740 | $1.76M | 0.10% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 3,740 | $1.76M | 0.03% | +2,144+134.3% | Added |
| Fukoku Mutual Life Insurance Co | 3,670 | $1.73M | 0.13% | +2,110+135.3% | Added |
| Leonteq Securities AG | 3,649 | $1.72M | 0.08% | +1,021+38.9% | Added |
| Polar Asset Management Partners Inc. | 3,642 | $1.72M | 0.02% | +905+33.1% | Added |
| Guyasuta Investment Advisors Inc | 3,627 | $1.71M | 0.11% | +40+1.1% | Added |
| Nations Financial Group Inc, | 3,607 | $1.70M | 0.22% | +172+5.0% | Added |
| Cavalier Investments, LLC | 3,567 | $1.68M | 0.44% | +24+0.7% | Added |
| Veracity Capital LLC | 3,503 | $1.65M | 0.66% | −18−0.5% | Reduced |
| Pensionfund DSM Netherlands | 3,500 | $1.65M | 0.19% | 00.0% | Unchanged |
| Simplex Trading, LLC | 3,499 | $1.65M | 0.05% | −30,393−89.7% | Reduced |
| Virtu Financial LLC | 3,486 | $1.65M | 0.17% | +1,817+108.9% | Added |
| Ascent Group, LLC | 3,938 | $1.64M | 0.21% | +3,938 | New |
| Abundance Wealth Counselors | 3,462 | $1.63M | 0.42% | −14−0.4% | Reduced |
| Signaturefd, LLC | 3,434 | $1.62M | 0.05% | +261+8.2% | Added |
| Boston Private Wealth LLC | 3,425 | $1.62M | 0.03% | −634−15.6% | Reduced |
| FDx Advisors, Inc. | 3,408 | $1.61M | 0.04% | +546+19.1% | Added |
| GWM Advisors LLC | 3,385 | $1.60M | 0.02% | +2,639+353.8% | Added |
| First Quadrant L P | 3,378 | $1.59M | 0.17% | 00.0% | Unchanged |
| Argus Investors' Counsel, Inc. | 3,378 | $1.59M | 0.96% | +370+12.3% | Added |
| Dynamic Advisor Solutions LLC | 3,369 | $1.59M | 0.11% | +216+6.9% | Added |
| Emerald Advisers, LLC | 3,350 | $1.58M | 0.06% | −21−0.6% | Reduced |
| Evercore Wealth Management, LLC | 3,328 | $1.57M | 0.03% | −5−0.2% | Reduced |
| CAPROCK Group, Inc. | 3,316 | $1.56M | 0.13% | −83−2.4% | Reduced |
| Brighton Jones LLC | 3,307 | $1.56M | 0.07% | −72−2.1% | Reduced |
| Hohimer Wealth Management, LLC | 3,301 | $1.56M | 0.33% | +4+0.1% | Added |
| Bruderman Asset Management, LLC | 3,288 | $1.56M | 1.19% | −3,255−49.7% | Reduced |
| Sawtooth Solutions, LLC | 3,260 | $1.54M | 0.17% | +1,763+117.8% | Added |
| Welch & Forbes LLC | 3,197 | $1.51M | 0.02% | −176−5.2% | Reduced |
| Wade G W & Inc | 3,194 | $1.51M | 0.07% | +287+9.9% | Added |
| Hilltop Holdings Inc. | 3,154 | $1.49M | 0.15% | +429+15.7% | Added |
| Veriti Management LLC | 3,123 | $1.47M | 0.19% | +5+0.2% | Added |
| Mezzasalma Advisors, LLC | 3,115 | $1.47M | 0.79% | −10−0.3% | Reduced |
| Dohj, LLC | 3,104 | $1.47M | 0.66% | −144−4.4% | Reduced |