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.
| 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, Q1 2022
Shares, value and share of portfolio for each institution holding S&P Global Inc.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covenant Partners, LLC | 1,887 | $774.0K | 0.31% | +1,887 | New |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 1,900 | $779.3K | 0.37% | −564−22.9% | Reduced |
| Sante Capital Fund, LP | 1,915 | $785.0K | 0.88% | +1,915 | New |
| Dimension Capital Management LLC | 1,929 | $791.0K | 0.15% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 1,929 | $791.0K | 0.12% | +1,085+128.6% | Added |
| BFSG, LLC | 1,967 | $807.0K | 0.13% | +1,967 | New |
| Donaldson Capital Management, LLC | 1,970 | $808.0K | 0.04% | +555+39.2% | Added |
| HWG Holdings LP | 1,980 | $812.0K | 0.41% | +515+35.2% | Added |
| Bruderman Asset Management, LLC | 1,988 | $814.0K | 1.23% | −1,300−39.5% | Reduced |
| Avantax Planning Partners, Inc. | 1,996 | $819.0K | 0.03% | +78+4.1% | Added |
| Asset Dedication, LLC | 1,999 | $820.0K | 0.09% | −115−5.4% | Reduced |
| Aquatic Capital Management LLC | 2,000 | $820.0K | 1.23% | +1,300+185.7% | Added |
| NVWM, LLC | 2,000 | $821.0K | 0.26% | −17−0.8% | Reduced |
| Lattice Capital Management, LLC | 2,122 | $822.5K | 1.19% | +4+0.2% | Added |
| Roberts Capital Advisors, LLC | 2,009 | $824.0K | 0.85% | 00.0% | Unchanged |
| Forum Financial Management, LP | 2,011 | $824.0K | 0.04% | +1,364+210.8% | Added |
| Monterey Private Wealth, Inc. | 1,981 | $830.0K | 0.40% | +4+0.2% | Added |
| Amica Retiree Medical Trust | 2,028 | $832.0K | 0.78% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 341,679 | $833.0K | 0.02% | +341,064+55,457.6% | Added |
| Donoghue Forlines LLC | 2,038 | $836.0K | 0.18% | −1,894−48.2% | Reduced |
| Gsa Capital Partners LLP | 2,053 | $842.0K | 0.11% | +752+57.8% | Added |
| CX Institutional | 2,056 | $843.0K | 0.07% | −5,089−71.2% | Reduced |
| Lido Advisors, LLC | 2,056 | $843.0K | 0.02% | +512+33.2% | Added |
| Stokes Family Office, LLC | 2,071 | $850.0K | 0.11% | −76−3.5% | Reduced |
| Exane Derivatives | 2,081 | $853.5K | 0.24% | −481−18.8% | Reduced |
| Townsend Asset Management Corp | 2,088 | $857.0K | 0.42% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 2,092 | $858.0K | 0.01% | +1,193+132.7% | Added |
| Transform Wealth, LLC | 2,092 | $859.0K | 0.10% | +450+27.4% | Added |
| Grant/GrossMendelsohn, LLC | 2,190 | $865.0K | 0.43% | +2,190 | New |
| Sawtooth Solutions, LLC | 2,115 | $868.0K | 0.11% | −1,145−35.1% | Reduced |
| Lincoln National Corp | 2,136 | $876.0K | 0.02% | +47+2.2% | Added |
| Great Diamond Partners, LLC | 2,145 | $879.0K | 0.24% | +11+0.5% | Added |
| HB Wealth Management, LLC | 2,143 | $879.0K | 0.02% | +216+11.2% | Added |
| Sequoia Financial Advisors, LLC | 2,154 | $883.0K | 0.02% | +1,154+115.4% | Added |
| Center for Financial Planning, Inc. | 2,158 | $885.0K | 0.18% | +658+43.9% | Added |
| Trillium Asset Management, LLC | 2,162 | $887.0K | 0.02% | +33+1.6% | Added |
| Heartland Bank & Trust Co | 2,163 | $887.0K | 0.67% | +883+69.0% | Added |
| PAX Financial Group, LLC | 2,165 | $888.0K | 0.21% | +137+6.8% | Added |
| RiverPark Advisors, LLC | 2,180 | $894.0K | 0.16% | −200−8.4% | Reduced |
| Hilltop Holdings Inc. | 2,181 | $895.0K | 0.10% | −973−30.8% | Reduced |
| Harrison & Co Wealth Management, LLC | 2,181 | $895.0K | 0.78% | +55+2.6% | Added |
| Resources Investment Advisors, LLC. | 2,182 | $895.0K | 0.03% | +722+49.5% | Added |
| Intersect Capital LLC | 2,191 | $899.0K | 0.17% | +832+61.2% | Added |
| Zeke Capital Advisors, LLC | 2,190 | $899.0K | 0.05% | +1,759+408.1% | Added |
| AdvisorShares Investments LLC | 2,194 | $900.0K | 0.15% | −2,139−49.4% | Reduced |
| Prospera Financial Services Inc | 2,199 | $902.0K | 0.04% | +167+8.2% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 2,618 | $905.0K | 0.63% | +2,618 | New |
| People's United Financial, Inc. | 2,211 | $907.0K | 0.03% | +600+37.2% | Added |
| Caxton Corp | 2,225 | $912.0K | 1.13% | −26−1.2% | Reduced |
| Venturi Wealth Management, LLC | 2,233 | $916.0K | 0.07% | +251+12.7% | Added |
| Resonant Capital Advisors, LLC | 2,247 | $917.0K | 0.14% | +2,247 | New |
| Synovus Financial Corp | 2,239 | $919.0K | 0.01% | +36+1.6% | Added |
| We Are One Seven, LLC | 2,243 | $920.0K | 0.10% | +1,270+130.5% | Added |
| LWM Advisory Services, LLC | 2,257 | $926.0K | 1.15% | +483+27.2% | Added |
| Shelton Capital Management | 2,260 | $927.0K | 0.03% | +711+45.9% | Added |
| Bank of Nova Scotia Trust Co | 2,261 | $928.0K | 0.08% | −3−0.1% | Reduced |
| Dorsey & Whitney Trust CO LLC | 2,265 | $929.0K | 0.08% | +311+15.9% | Added |
| Wealth Alliance | 2,266 | $930.0K | 0.19% | +1,388+158.1% | Added |
| Sunflower Bank, N.A. | 2,272 | $931.0K | 0.13% | +1,048+85.6% | Added |
| Cantor Fitzgerald, L. P. | 2,270 | $931.0K | 0.07% | +2,270 | New |
| MEMBERS Trust Co | 2,290 | $939.0K | 0.03% | −60−2.6% | Reduced |
| Appleton Partners Inc | 2,292 | $940.0K | 0.08% | −193−7.8% | Reduced |
| Legacy Wealth Asset Management, LLC | 2,319 | $951.0K | 0.34% | +82+3.7% | Added |
| Calamos Wealth Management LLC | 2,321 | $952.0K | 0.07% | +2,321 | New |
| Laurel Wealth Advisors, Inc. | 2,331 | $956.0K | 0.08% | +55+2.4% | Added |
| Rehmann Capital Advisory Group | 2,334 | $957.6K | 0.09% | +288+14.1% | Added |
| Palumbo Wealth Management LLC | 2,339 | $959.0K | 0.62% | +5+0.2% | Added |
| AXS Investments LLC | 2,350 | $964.0K | 0.38% | −3,019−56.2% | Reduced |
| First National Corp | 2,352 | $965.0K | 0.20% | 00.0% | Unchanged |
| Thomas White International Ltd | 2,353 | $965.0K | 0.16% | +704+42.7% | Added |
| Strategic Wealth Partners Group LLC | 2,353 | $965.0K | 0.18% | +874+59.1% | Added |
| Chatham Capital Group, Inc. | 2,360 | $968.0K | 0.19% | −115−4.6% | Reduced |
| Accretive Wealth Partners, LLC | 2,364 | $970.0K | 0.61% | +47+2.0% | Added |
| BancorpSouth Bank | 2,367 | $971.0K | 0.12% | −85−3.5% | Reduced |
| Bollard Group LLC | 2,367 | $971.0K | 0.03% | +4+0.2% | Added |
| Chicago Trust Co NA | 2,388 | $979.0K | 0.21% | +563+30.8% | Added |
| Contravisory Investment Management, Inc. | 2,405 | $986.0K | 0.28% | +2,405 | New |
| Trust Asset Management LLC | 2,419 | $992.0K | 0.12% | +80+3.4% | Added |
| Mass Ave Global Inc. | 2,423 | $994.0K | 0.39% | +2,423 | New |
| Capital Analysts, LLC | 2,443 | $1.00M | 0.06% | +451+22.6% | Added |
| Lincoln Capital LLC | 2,458 | $1.01M | 0.24% | +2,458 | New |
| Monetary Management Group Inc | 2,460 | $1.01M | 0.27% | 00.0% | Unchanged |
| Howe & Rusling Inc | 2,475 | $1.01M | 0.12% | 00.0% | Unchanged |
| Boston Financial Mangement LLC | 2,477 | $1.02M | 0.04% | +81+3.4% | Added |
| Altium Wealth Management LLC | 2,502 | $1.03M | 0.07% | +607+32.0% | Added |
| Capital Asset Advisory Services LLC | 2,502 | $1.03M | 0.11% | +2,502 | New |
| Ropes Wealth Advisors LLC | 2,505 | $1.03M | 0.18% | +581+30.2% | Added |
| Ritholtz Wealth Management | 2,523 | $1.03M | 0.07% | +1,134+81.6% | Added |
| Menard Financial Group LLC | 2,528 | $1.04M | 1.02% | +1,772+234.4% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 2,532 | $1.04M | 0.23% | +461+22.3% | Added |
| Bridgewater Associates, LP | 2,533 | $1.04M | 0.00% | +1,867+280.3% | Added |
| Unigestion Holding SA | 2,503 | $1.05M | 0.04% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 2,574 | $1.05M | 0.01% | +273+11.9% | Added |
| Rossmore Private Capital | 2,570 | $1.05M | 0.16% | +160+6.6% | Added |
| Gould Capital, LLC | 2,581 | $1.06M | 0.76% | +2,581 | New |
| Heritage Wealth Management, LLC | 2,598 | $1.07M | 0.29% | +2,598 | New |
| Trust Co of Oklahoma | 2,605 | $1.07M | 0.41% | +979+60.2% | Added |
| Perigon Wealth Management, LLC | 2,607 | $1.07M | 0.08% | +380+17.1% | Added |
| Platform Technology Partners | 2,611 | $1.07M | 0.51% | +126+5.1% | Added |
| Brookfield Asset Management Inc. | 2,616 | $1.07M | 0.00% | +2,616 | New |