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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 2022

Institutional positions in S&P Global Inc. as of Dec 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
1,571
+99 vs. Q3 2022
Shares held
282.0M
−5.89M (−2.0%) vs. Q3 2022
Total value
$93.8B
+$6.56B (+7.5%) vs. Q3 2022
New holders
178
544 more added
Sold out
79
627 more reduced

29 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2022: 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 2022: 1,571 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 2022: $93.8B
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 2022

Shares, value and share of portfolio for each institution holding S&P Global Inc.; share changes are against Q3 2022.

Institutions holding SPGI in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Retirement Group, LLC1$00.00%00.0%Unchanged
McClarren Financial Advisors, Inc.1$00.00%+1New
Delos Wealth Advisors, LLC1$3350.00%00.0%Unchanged
Spartan Planning & Wealth Management1$3350.00%+1New
JJJ Advisors Inc.2$7360.00%−11−84.6%Reduced
Valley National Advisers Inc5$1.00K0.00%00.0%Unchanged
Freedom Wealth Alliance, LLC3$1.00K0.00%+3New
Cedar Wealth Management, LLC4$1.34K0.00%00.0%Unchanged
Roble, Belko & Company, Inc7$2.00K0.00%00.0%Unchanged
Missouri Trust & Investment Co6$2.00K0.00%00.0%Unchanged
Gradient Investments LLC6$2.01K0.00%−10−62.5%Reduced
Financial Synergies Wealth Advisors, Inc.6$2.01K0.00%00.0%Unchanged
McElhenny Sheffield Capital Management, LLC6$2.01K0.00%+6New
ICA Group Wealth Management, LLC6$2.01K0.00%+6New
Wolff Wiese Magana LLC7$2.35K0.00%−55−88.7%Reduced
Highline Wealth Partners LLC8$2.68K0.00%00.0%Unchanged
Twin Lakes Capital Management, LLC8$2.74K0.00%00.0%Unchanged
Magnolia Capital Management Ltd9$3.00K0.00%+9New
DB Wealth Management Group, LLC9$3.01K0.00%+9New
Beacon Capital Management, LLC9$3.05K0.00%00.0%Unchanged
Stuart Chaussee & Associates, Inc.10$3.35K0.00%00.0%Unchanged
SJS Investment Consulting Inc.10$3.35K0.00%+2+25.0%Added
North Star Investment Management Corp.10$3.35K0.00%+10New
Cassady Schiller Wealth Management, LLC10$3.35K0.00%+10New
Hollencrest Capital Management11$3.68K0.00%+11New
RWM Asset Management, LLC12$4.02K0.00%+12New
Trifecta Capital Advisors, LLC12$4.02K0.00%+12New
Aspire Private Capital, LLC13$4.35K0.00%00.0%Unchanged
Sugarloaf Wealth Management, LLC13$4.35K0.00%+13New
Western Pacific Wealth Management, LP13$4.35K0.00%+13New
Disciplined Investments, LLC14$4.69K0.00%00.0%Unchanged
Hanson & Doremus Investment Management16$5.00K0.00%+3+23.1%Added
Worth Asset Management, LLC15$5.02K0.00%00.0%Unchanged
My Personal CFO, LLC16$5.36K0.01%+16New
Steward Financial Group LLC19$6.00K0.00%+19New
Schubert & Co18$6.03K0.01%−6−25.0%Reduced
RFP Financial Group LLC19$6.36K0.00%+19New
Atlas Capital Advisors LLC20$6.70K0.00%00.0%Unchanged
Old North State Trust, LLC22$7.00K0.00%00.0%Unchanged
Sierra Capital LLC21$7.00K0.00%00.0%Unchanged
South State Corp.21$7.03K0.00%−80−79.2%Reduced
Sound Income Strategies, LLC22$7.37K0.00%−2−8.3%Reduced
Acima Private Wealth, LLC22$7.37K0.00%00.0%Unchanged
SOA Wealth Advisors, LLC.22$7.38K0.00%−3−12.0%Reduced
Concord Wealth Partners22$7.42K0.00%+22New
Horan Securities, Inc.23$7.70K0.00%+23New
EWG Elevate Inc.23$7.70K0.00%+23New
Red Tortoise LLC23$7.70K0.01%+23New
Johnson Midwest Financial, LLC25$8.00K0.03%+25New
Northwest Investment Counselors, LLC24$8.04K0.00%00.0%Unchanged
Fortis Advisors, LLC25$8.37K0.01%00.0%Unchanged
Piershale Financial Group, Inc.25$8.37K0.01%+25New
IMA Wealth, Inc.26$8.71K0.00%00.0%Unchanged
Stephenson National Bank & Trust26$9.00K0.01%+26New
MCF Advisors LLC29$9.71K0.00%−5−14.7%Reduced
Moisand Fitzgerald Tamayo, LLC29$9.71K0.00%+27+1,350.0%Added
Thompson Siegel & Walmsley LLC31$10.0K0.00%00.0%Unchanged
Tyler-Stone Wealth Management30$10.0K0.01%00.0%Unchanged
Ten Capital Wealth Advisors, LLC30$10.0K0.00%−13−30.2%Reduced
Stonebridge Capital Advisors LLC30$10.0K0.00%−6−16.7%Reduced
Toth Financial Advisory Corp30$10.0K0.00%00.0%Unchanged
Optimum Investment Advisors30$10.0K0.01%00.0%Unchanged
Annapolis Financial Services, LLC31$10.4K0.00%−18−36.7%Reduced
Coastal Capital Group, Inc.34$10.4K0.00%00.0%Unchanged
True Wealth Design, LLC34$11.2K0.01%+34New
Abound Wealth Management34$11.4K0.01%−39−53.4%Reduced
BOK Financial Private Wealth, Inc.35$11.7K0.00%00.0%Unchanged
BerganKDV Wealth Management, LLC35$11.8K0.00%00.0%Unchanged
DT Investment Partners, LLC36$12.1K0.00%00.0%Unchanged
Rise Advisors, LLC38$12.7K0.01%−174−82.1%Reduced
Riverview Trust Co38$13.0K0.01%−299−88.7%Reduced
PrairieView Partners, LLC41$13.0K0.00%00.0%Unchanged
Sofos Investments, Inc.335$13.6K0.14%−6,680−95.2%Reduced
TCTC Holdings, LLC41$13.7K0.00%00.0%Unchanged
Fiduciary Alliance LLC41$13.7K0.00%+41New
Oliver Lagore Vanvalin Investment Group43$14.4K0.01%00.0%Unchanged
Geneos Wealth Management Inc.44$14.8K0.00%−74−62.7%Reduced
Private Ocean, LLC46$15.4K0.00%+42+1,050.0%Added
Larson Financial Group LLC46$15.5K0.00%+7+17.9%Added
Hexagon Capital Partners LLC47$15.7K0.00%+2+4.4%Added
Oakworth Capital, Inc.49$16.4K0.00%−5−9.3%Reduced
Kistler-Tiffany Companies, LLC50$16.7K0.00%00.0%Unchanged
Westside Investment Management, Inc.51$17.0K0.00%00.0%Unchanged
Addison Advisors LLC51$17.1K0.01%−1−1.9%Reduced
Pacifica Partners Inc.55$18.2K0.01%00.0%Unchanged
Raffa Wealth Management, LLC59$19.8K0.01%00.0%Unchanged
Financial Management Professionals, Inc.61$20.0K0.00%00.0%Unchanged
HWG Holdings LP61$20.0K0.01%−2−3.2%Reduced
Baystate Wealth Management LLC59$20.0K0.00%00.0%Unchanged
Ayalon Holdings Ltd.62$21.0K0.01%00.0%Unchanged
Tacita Capital Inc63$21.0K0.02%00.0%Unchanged
Sit Investment Associates Inc64$21.0K0.00%+10+18.5%Added
Carolinas Wealth Consulting LLC63$21.1K0.00%+8+14.5%Added
MinichMacGregor Wealth Management, LLC64$21.4K0.01%+64New
FinTrust Capital Advisors, LLC65$21.8K0.01%+16+32.7%Added
Armstrong Advisory Group, Inc65$21.8K0.00%+65New
Farmers & Merchants Trust Co of Chambersburg PA66$22.0K0.02%00.0%Unchanged
Newbridge Financial Services Group, Inc.66$22.1K0.01%+59+842.9%Added
GoalVest Advisory LLC67$22.4K0.01%00.0%Unchanged
Fortis Capital Advisors, LLC70$23.4K0.01%+70New