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.
| 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 2022
Shares, value and share of portfolio for each institution holding S&P Global Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Financial Perspectives, Inc | 519 | $173.9K | 0.09% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 567 | $189.0K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 567 | $189.9K | 0.05% | +252+80.0% | Added |
| Money Concepts Capital Corp | 578 | $193.6K | 0.01% | +148+34.4% | Added |
| QVR LLC | 589 | $197.3K | 0.30% | −2,141−78.4% | Reduced |
| TD Private Client Wealth LLC | 594 | $199.0K | 0.01% | −65−9.9% | Reduced |
| Capital Advisors, Ltd. LLC | 701 | $199.0K | 0.03% | +173+32.8% | Added |
| Endurance Wealth Management, Inc. | 597 | $200.0K | 0.03% | 00.0% | Unchanged |
| Optas, LLC | 598 | $200.3K | 0.08% | −81−11.9% | Reduced |
| Compton Capital Management Inc | 600 | $201.0K | 0.14% | +600 | New |
| Convergence Investment Partners, LLC | 607 | $203.1K | 0.12% | +607 | New |
| Parsec Financial Management, Inc. | 610 | $204.3K | 0.01% | +610 | New |
| SYSTM Wealth Solutions LLC | 611 | $204.6K | 0.03% | +611 | New |
| Total Clarity Wealth Management, Inc. | 612 | $205.0K | 0.10% | +612 | New |
| Capital Market Strategies LLC | 612 | $205.0K | 0.22% | +612 | New |
| McAdam, LLC | 434 | $205.0K | 0.02% | +434 | New |
| Salem Investment Counselors Inc | 614 | $205.7K | 0.01% | 00.0% | Unchanged |
| Chapman Investment Management, LLC | 614 | $205.7K | 0.19% | +614 | New |
| Graypoint LLC | 615 | $205.9K | 0.02% | −432−41.3% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 616 | $206.3K | 0.02% | +616 | New |
| D.B. Root & Company, LLC | 622 | $208.3K | 0.09% | −37−5.6% | Reduced |
| Edge Capital Group, LLC | 623 | $208.7K | 0.01% | +252+67.9% | Added |
| VeraBank, N.A. | 626 | $209.7K | 0.10% | +626 | New |
| Resurgent Financial Advisors LLC | 629 | $210.7K | 0.11% | +629 | New |
| Manchester Capital Management LLC | 632 | $211.7K | 0.03% | +619+4,761.5% | Added |
| Northstar Asset Management LLC | 633 | $212.0K | 0.07% | +633 | New |
| Allred Capital Management, LLC | 633 | $212.0K | 0.12% | +633 | New |
| Jaffetilchin Investment Partners, LLC | 634 | $212.2K | 0.03% | +634 | New |
| Grove Bank & Trust | 637 | $213.0K | 0.05% | −185−22.5% | Reduced |
| Camden Capital, LLC | 640 | $214.4K | 0.03% | +640 | New |
| EPG Wealth Management LLC | 641 | $214.6K | 0.08% | +641 | New |
| Wealth Architects, LLC | 642 | $215.0K | 0.04% | −42−6.1% | Reduced |
| TFC Financial Management | 642 | $215.0K | 0.06% | −262−29.0% | Reduced |
| E Fund Management Co., Ltd. | 645 | $216.0K | 0.02% | −42−6.1% | Reduced |
| ASB Consultores, LLC | 645 | $216.0K | 0.09% | −144−18.3% | Reduced |
| Connecticut Wealth Management, LLC | 653 | $218.7K | 0.02% | +653 | New |
| Pasadena Private Wealth, LLC | 653 | $218.7K | 0.07% | +653 | New |
| Compass Wealth Management LLC | 653 | $218.7K | 0.07% | +653 | New |
| Drive Wealth Management, LLC | 656 | $219.7K | 0.11% | +656 | New |
| Sculati Wealth Management, LLC | 658 | $220.0K | 0.12% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 660 | $221.0K | 0.01% | −972−59.6% | Reduced |
| Strategic Wealth Partners, Ltd. | 662 | $221.9K | 0.04% | −119−15.2% | Reduced |
| Eagle Bay Advisors LLC | 664 | $222.4K | 0.12% | +102+18.1% | Added |
| Koshinski Asset Management, Inc. | 669 | $223.9K | 0.02% | +669 | New |
| Biltmore Family Office, LLC | 669 | $224.1K | 0.05% | +669 | New |
| Arkadios Wealth Advisors | 669 | $224.1K | 0.03% | +3+0.5% | Added |
| Alera Investment Advisors, LLC | 670 | $224.3K | 0.05% | −25−3.6% | Reduced |
| Western Wealth Management, LLC | 671 | $225.0K | 0.02% | −1,308−66.1% | Reduced |
| Veracity Capital LLC | 672 | $225.0K | 0.11% | +672 | New |
| Callan Family Office, LLC | 674 | $225.8K | 0.07% | +674 | New |
| Shufro Rose & Co LLC | 678 | $227.1K | 0.02% | +11+1.6% | Added |
| Quent Capital, LLC | 680 | $227.8K | 0.04% | −9−1.3% | Reduced |
| Vicus Capital | 682 | $228.4K | 0.03% | −56−7.6% | Reduced |
| PDS Planning, Inc | 683 | $228.8K | 0.04% | −24−3.4% | Reduced |
| Amussen Hunsaker Associates LLC | 687 | $230.1K | 0.06% | −19−2.7% | Reduced |
| Cedar Brook Financial Partners, LLC | 696 | $233.1K | 0.07% | −33−4.5% | Reduced |
| Mayflower Financial Advisors, LLC | 698 | $233.7K | 0.03% | +9+1.3% | Added |
| Morse Asset Management, Inc | 698 | $234.0K | 0.08% | +698 | New |
| Legacy Wealth Management, LLC | 699 | $234.1K | 0.14% | 00.0% | Unchanged |
| Everhart Financial Group, Inc. | 700 | $234.5K | 0.12% | −378−35.1% | Reduced |
| Martingale Asset Management L P | 700 | $234.5K | 0.00% | −54−7.2% | Reduced |
| David R. Rahn & Associates Inc. | 700 | $234.5K | 0.12% | 00.0% | Unchanged |
| M&R Capital Management Inc | 700 | $234.5K | 0.06% | 00.0% | Unchanged |
| Gainplan LLC | 701 | $234.8K | 0.56% | +12+1.7% | Added |
| Carr Financial Group Corp | 701 | $234.8K | 0.12% | +701 | New |
| Peak Planning Group, LLC | 706 | $236.6K | 0.21% | +1+0.1% | Added |
| Wealthcare Advisory Partners LLC | 707 | $236.8K | 0.01% | +707 | New |
| Provence Wealth Management Group | 707 | $236.8K | 0.19% | +707 | New |
| ICW Investment Advisors LLC | 709 | $237.8K | 0.14% | +709 | New |
| Barnes Pettey Financial Advisors, LLC | 710 | $237.8K | 0.25% | +710 | New |
| Financial Insights, Inc. | 712 | $238.5K | 0.11% | +712 | New |
| Winton Group Ltd | 715 | $239.5K | 0.02% | −385−35.0% | Reduced |
| Telemus Capital, LLC | 692 | $240.7K | 0.02% | −74−9.7% | Reduced |
| Prosperity Financial Group, Inc. | 723 | $242.2K | 0.26% | +723 | New |
| Osborne Partners Capital Management, LLC | 725 | $242.8K | 0.02% | −12−1.6% | Reduced |
| ArrowMark Colorado Holdings LLC | 731 | $244.8K | 0.00% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 556 | $245.1K | 0.03% | +556 | New |
| Ifrah Financial Services, Inc. | 734 | $245.9K | 0.08% | −4−0.5% | Reduced |
| Endowment Wealth Management, Inc. | 736 | $246.4K | 0.27% | +44+6.4% | Added |
| Strategy Asset Managers LLC | 738 | $247.0K | 0.06% | −35−4.5% | Reduced |
| Northwest Bancshares, Inc. | 738 | $247.2K | 0.05% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 742 | $248.4K | 0.06% | +742 | New |
| Lakeview Capital Partners, LLC | 680 | $249.0K | 0.08% | +680 | New |
| First Pacific Advisors, LP | 744 | $249.2K | 0.00% | 00.0% | Unchanged |
| Plimoth Trust Co LLC | 745 | $250.0K | 0.08% | −10−1.3% | Reduced |
| James J. Burns & Company, LLC | 745 | $250.0K | 0.10% | +745 | New |
| Johnson Financial Group, Inc. | 747 | $250.2K | 0.02% | +110+17.3% | Added |
| Violich Capital Management, Inc. | 750 | $251.0K | 0.04% | 00.0% | Unchanged |
| Somerset Group LLC | 750 | $251.2K | 0.22% | 00.0% | Unchanged |
| City State Bank | 756 | $253.0K | 0.16% | 00.0% | Unchanged |
| MJP Associates Inc | 756 | $253.1K | 0.07% | −2−0.3% | Reduced |
| L2 Asset Management, LLC | 760 | $254.6K | 0.16% | +66+9.5% | Added |
| Renaissance Group LLC | 762 | $255.2K | 0.01% | −64−7.7% | Reduced |
| Taurus Asset Management, LLC | 766 | $256.6K | 0.03% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 769 | $257.6K | 0.00% | +74+10.6% | Added |
| Reuter James Wealth Management, LLC | 772 | $258.6K | 0.19% | −1−0.1% | Reduced |
| First Command Bank | 776 | $260.0K | 0.03% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 776 | $260.0K | 0.03% | 00.0% | Unchanged |
| IMPACTfolio, LLC | 780 | $261.0K | 0.24% | −26−3.2% | Reduced |
| Ledyard National Bank | 782 | $261.9K | 0.03% | −25−3.1% | Reduced |