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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, Q1 2022

Institutional positions in S&P Global Inc. as of Mar 31, 2022. 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
1,650
+123 vs. Q4 2021
Shares held
314.0M
+85.4M (+37.4%) vs. Q4 2021
Total value
$127.4B
+$19.9B (+18.5%) vs. Q4 2021
New holders
230
925 more added
Sold out
107
323 more reduced

14 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2022: 1,650 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 heldQ1 2022: $127.4B
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, Q1 2022

Shares, value and share of portfolio for each institution holding S&P Global Inc.; share changes are against Q4 2021.

Institutions holding SPGI in Q1 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Jaffetilchin Investment Partners, LLC644$212.0K0.02%+13+2.1%Added
Five Oceans Advisors516$212.0K0.19%+516New
Financial Perspectives, Inc519$212.9K0.10%+519New
Sand Hill Global Advisors, LLC519$213.0K0.01%−22−4.1%Reduced
McDaniel Terry & Co521$214.0K0.02%−162−23.7%Reduced
Financial Advisory Service, Inc.525$215.0K0.02%00.0%Unchanged
CWA Asset Management Group, LLC524$215.0K0.02%+524New
Allworth Financial LP527$216.0K0.00%+257+95.2%Added
Prestige Wealth Management Group LLC528$217.0K0.05%+32+6.5%Added
Fulton Breakefield Broenniman LLC528$217.0K0.02%+528New
EPG Wealth Management LLC535$219.0K0.08%+39+7.9%Added
Mayflower Financial Advisors, LLC534$219.0K0.03%+83+18.4%Added
Quent Capital, LLC536$220.0K0.04%+113+26.7%Added
Azimuth Capital Management LLC540$221.0K0.01%00.0%Unchanged
Almanack Investment Partners, LLC.538$221.0K0.02%+20+3.9%Added
Johnson Financial Group, Inc.542$222.0K0.02%+1+0.2%Added
Nicolet Bankshares Inc543$223.0K0.05%+543New
Hutchens & Kramer Investment Management Group, LLC552$225.0K0.12%00.0%Unchanged
Avestar Capital, LLC549$225.0K0.04%+549New
IVC Wealth Advisors LLC551$226.0K0.15%+2+0.4%Added
Single Point Partners, LLC552$227.0K0.06%00.0%Unchanged
Bouchey Financial Group Ltd554$227.0K0.03%+554New
Rosenbaum Jay D.557$228.0K0.36%00.0%Unchanged
Silver Lake Advisory, LLC557$228.0K0.11%+1+0.2%Added
Salem Investment Counselors Inc557$228.0K0.01%+57+11.4%Added
Halbert Hargrove Global Advisors, LLC561$230.0K0.02%+99+21.4%Added
CVA Family Office, LLC561$230.0K0.06%+250+80.4%Added
Biltmore Family Office, LLC563$231.0K0.05%+563New
Total Clarity Wealth Management, Inc.563$231.0K0.13%+563New
Acadian Asset Management LLC567$232.0K0.00%−175−23.6%Reduced
Kavar Capital Partners Group, LLC570$234.0K0.05%00.0%Unchanged
Wealthquest Corp496$234.0K0.04%00.0%Unchanged
Affinity Capital Advisors, LLC572$235.0K0.07%−68−10.6%Reduced
Independent Wealth Network Inc.572$235.0K0.15%+16+2.9%Added
AMJ Financial Wealth Management576$236.0K0.09%00.0%Unchanged
Optas, LLC579$237.0K0.08%+579New
Ascent Wealth Partners, LLC582$239.0K0.04%−26−4.3%Reduced
Buckhead Capital Management LLC585$240.0K0.05%−105−15.2%Reduced
Peterson Wealth Services586$240.0K0.15%+586New
Trust Co of Toledo NA590$242.0K0.04%−11−1.8%Reduced
Old Mission Capital LLC591$242.0K0.01%+591New
Gitterman Wealth Management, LLC589$242.0K0.19%+589New
Alphabet Inc.592$243.0K0.01%00.0%Unchanged
Courage Miller Partners, LLC595$244.0K0.10%00.0%Unchanged
Howard Capital Management Group, LLC598$245.0K0.02%00.0%Unchanged
Endurance Wealth Management, Inc.597$245.0K0.03%+529+777.9%Added
Money Concepts Capital Corp597$245.0K0.01%+597New
Astrantus Ltd600$246.0K0.41%+600New
Gould Asset Management LLC603$247.0K0.07%+5+0.8%Added
Lombard Odier Asset Management (USA) Corp606$249.0K0.04%+606New
L2 Asset Management, LLC607$249.0K0.15%+607New
One + One Wealth Management, LLC606$249.0K0.16%+606New
Gerber Kawasaki Wealth & Investment Management610$250.0K0.02%00.0%Unchanged
Bragg Financial Advisors, Inc613$251.0K0.01%+5+0.8%Added
Barnes Pettey Financial Advisors, LLC614$252.0K0.30%+614New
Sound View Wealth Advisors Group, LLC616$253.0K0.05%+16+2.7%Added
44 Wealth Management LLC619$254.0K0.09%−2−0.3%Reduced
VeraBank, N.A.621$255.0K0.13%00.0%Unchanged
NewEdge Wealth, LLC623$256.0K0.01%−362−36.8%Reduced
Endowment Wealth Management, Inc.625$256.0K0.27%+74+13.4%Added
Collective Family Office LLC626$257.0K0.10%−12−1.9%Reduced
World Equity Group, Inc.627$257.2K0.06%+627New
Legacy Financial Advisors, Inc.629$258.0K0.06%+52+9.0%Added
Allred Capital Management, LLC631$258.0K0.14%+631New
Northstar Asset Management LLC633$260.0K0.07%00.0%Unchanged
Keudell/Morrison Wealth Management638$262.0K0.11%+638New
Parsec Financial Management, Inc.642$263.0K0.01%00.0%Unchanged
Kovitz Investment Group Partners, LLC647$265.0K0.01%+647New
ICW Investment Advisors LLC648$266.0K0.15%+22+3.5%Added
Flputnam Investment Management Co654$268.0K0.01%+72+12.4%Added
Convergence Investment Partners, LLC656$269.0K0.14%−333−33.7%Reduced
Peoples Bank655$269.0K0.14%−20−3.0%Reduced
Pasadena Private Wealth, LLC656$269.0K0.09%+3+0.5%Added
CFM Wealth Partners LLC659$270.0K0.06%+659New
Sculati Wealth Management, LLC658$270.0K0.13%+658New
Ontario Teachers Pension Plan Board665$273.0K0.00%−969−59.3%Reduced
Shufro Rose & Co LLC667$274.0K0.02%00.0%Unchanged
Alera Investment Advisors, LLC668$274.0K0.06%+668New
Marcum Wealth, LLC668$274.0K0.04%+668New
Fiduciary Group LLC843$275.0K0.04%+15+1.8%Added
D.B. Root & Company, LLC679$278.0K0.10%+11+1.6%Added
PDS Planning, Inc682$280.0K0.05%+252+58.6%Added
Moneta Group Investment Advisors LLC685$281.0K0.01%+49+7.7%Added
Legacy Wealth Management, LLC689$282.6K0.15%+37+5.7%Added
Montag & Caldwell, LLC689$283.0K0.03%−191−21.7%Reduced
Avalon Investment & Advisory691$283.0K0.01%+11+1.6%Added
E Fund Management Co., Ltd.691$283.0K0.01%+162+30.6%Added
TFC Financial Management692$284.0K0.08%+689+22,966.7%Added
DCM Advisors, LLC700$287.0K0.10%−1,241−63.9%Reduced
Enterprise Trust & Investment Co700$287.0K0.10%00.0%Unchanged
M&R Capital Management Inc700$287.0K0.06%+500+250.0%Added
Fisher Asset Management, LLC704$289.0K0.00%−156−18.1%Reduced
Wealth Architects, LLC704$289.0K0.05%+134+23.5%Added
Renasant Bank704$289.0K0.19%+704New
Community Bank, N.A.706$290.0K0.04%−194−21.6%Reduced
Confluence Wealth Services, Inc.708$290.0K0.10%+549+345.3%Added
KB Financial Partners, LLC710$291.0K0.08%+131+22.6%Added
Capital Market Strategies LLC711$292.0K0.25%00.0%Unchanged
Northeast Financial Consultants Inc712$292.0K0.02%+238+50.2%Added
Morningstar Investment Services LLC708$296.0K0.00%+708New