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 |
|---|---|---|---|---|---|
| Shulman DeMeo Asset Management LLC | 1,077 | $360.7K | 0.12% | +1+0.1% | Added |
| Beacon Bridge Wealth Partners, LLC | 1,081 | $362.1K | 0.26% | +1,081 | New |
| Elgethun Capital Management | 1,083 | $362.9K | 0.13% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 1,089 | $364.8K | 0.18% | +1,089 | New |
| 9258 Wealth Management, LLC | 1,090 | $365.1K | 0.08% | −84−7.2% | Reduced |
| Journey Strategic Wealth LLC | 1,090 | $365.2K | 0.04% | +184+20.3% | Added |
| CX Institutional | 1,091 | $365.4K | 0.02% | +1,091 | New |
| Sheaff Brock Investment Advisors, LLC | 1,097 | $367.3K | 0.04% | +19+1.8% | Added |
| Headinvest, LLC | 1,098 | $367.8K | 0.08% | +42+4.0% | Added |
| SeaCrest Wealth Management, LLC | 1,107 | $370.8K | 0.05% | −15−1.3% | Reduced |
| Summit Trail Advisors, LLC | 1,117 | $374.1K | 0.02% | −347−23.7% | Reduced |
| Regal Investment Advisors LLC | 1,122 | $375.7K | 0.04% | −18−1.6% | Reduced |
| AIA Group Ltd | 1,125 | $376.8K | 0.02% | −2,623−70.0% | Reduced |
| Mutual Advisors, LLC | 1,133 | $379.5K | 0.02% | +49+4.5% | Added |
| Smith Shellnut Wilson LLC | 1,143 | $382.8K | 0.24% | −4−0.3% | Reduced |
| Institute for Wealth Management, LLC. | 1,157 | $387.5K | 0.08% | +128+12.4% | Added |
| Goodman Advisory Group, LLC | 1,158 | $388.0K | 0.23% | −23−1.9% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 1,165 | $390.2K | 0.06% | +385+49.4% | Added |
| Independence Bank of Kentucky | 1,170 | $392.0K | 0.18% | +3+0.3% | Added |
| Level Four Advisory Services, LLC | 1,171 | $392.2K | 0.03% | +1,171 | New |
| Waddell & Associates, LLC | 1,172 | $392.6K | 0.07% | −48−3.9% | Reduced |
| Prossimo Advisors, LLC | 1,175 | $394.0K | 0.91% | +1,175 | New |
| Arete Wealth Advisors, LLC | 1,179 | $394.9K | 0.04% | −337−22.2% | Reduced |
| Transamerica Financial Advisors, Inc. | 1,180 | $395.0K | 0.06% | −63−5.1% | Reduced |
| Gryphon Financial Partners LLC | 1,184 | $396.6K | 0.10% | −11−0.9% | Reduced |
| Principle Wealth Partners LLC | 1,185 | $396.9K | 0.04% | −248−17.3% | Reduced |
| KC Investment Advisors, LLC | 1,194 | $400.0K | 0.38% | −283−19.2% | Reduced |
| Strengthening Families & Communities, LLC | 1,194 | $400.0K | 0.24% | +83+7.5% | Added |
| Sunbelt Securities, Inc. | 1,195 | $400.3K | 0.08% | −92−7.1% | Reduced |
| Lombard Odier Asset Management (USA) Corp | 1,200 | $401.9K | 0.07% | 00.0% | Unchanged |
| Ambassador Advisors, LLC | 1,200 | $401.9K | 0.09% | 00.0% | Unchanged |
| First National Bank of South Miami | 1,199 | $402.0K | 0.30% | −92−7.1% | Reduced |
| Columbus Macro, LLC | 1,203 | $402.9K | 0.15% | +103+9.4% | Added |
| Smithfield Trust Co | 1,210 | $403.0K | 0.03% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 1,206 | $403.9K | 0.28% | +1,206 | New |
| Boston Common Asset Management, LLC | 1,208 | $405.0K | 0.02% | +17+1.4% | Added |
| Andesa Financial Management Inc. | 1,210 | $405.3K | 0.22% | −681−36.0% | Reduced |
| Fosun International Ltd | 1,215 | $407.0K | 0.04% | 00.0% | Unchanged |
| FJ Capital Management LLC | 1,218 | $408.0K | 0.05% | +1,218 | New |
| Founders Financial Alliance, LLC | 1,229 | $411.6K | 0.19% | +1+0.1% | Added |
| Centerpoint Advisors, LLC | 1,232 | $413.0K | 0.19% | +108+9.6% | Added |
| Wealthspire Advisors, LLC | 1,234 | $413.4K | 0.01% | +1,234 | New |
| Tilia Fiduciary Partners, Inc. | 1,239 | $414.8K | 0.40% | +15+1.2% | Added |
| NorthCrest Asset Manangement, LLC | 1,247 | $417.3K | 0.02% | −550−30.6% | Reduced |
| Ironwood Investment Counsel, LLC | 1,246 | $417.4K | 0.10% | +7+0.6% | Added |
| Highland Capital Management, LLC | 1,250 | $419.0K | 0.03% | −150−10.7% | Reduced |
| Fulton Bank, N.A. | 1,251 | $419.0K | 0.02% | +70+5.9% | Added |
| Naples Global Advisors, LLC | 1,252 | $419.3K | 0.05% | 00.0% | Unchanged |
| Country Club Bank | 1,254 | $420.0K | 0.04% | 00.0% | Unchanged |
| Relyea Zuckerberg Hanson LLC | 1,254 | $420.1K | 0.12% | +124+11.0% | Added |
| Leavell Investment Management, Inc. | 1,269 | $425.0K | 0.03% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 1,146 | $425.5K | 0.03% | −82−6.7% | Reduced |
| Ameritas Advisory Services, LLC | 1,288 | $431.4K | 0.02% | +310+31.7% | Added |
| Ninepoint Partners LP | 1,291 | $432.0K | 0.06% | +1,291 | New |
| Private Advisor Group, LLC | 4,565 | $432.9K | 0.02% | +110+2.5% | Added |
| Elevated Capital Advisors, LLC | 1,296 | $434.1K | 0.17% | +1,296 | New |
| Royal Capital Wealth Management, LLC | 1,300 | $435.0K | 0.46% | 00.0% | Unchanged |
| Lazard Freres Gestion S.A.S. | 1,490 | $438.0K | 0.02% | +250+20.2% | Added |
| Seven Eight Capital, LP | 1,315 | $440.4K | 0.11% | −4,808−78.5% | Reduced |
| Douglas Lane & Associates, LLC | 1,316 | $440.8K | 0.01% | +172+15.0% | Added |
| First Interstate Bank | 1,320 | $442.0K | 0.03% | −38−2.8% | Reduced |
| Community Bank, N.A. | 1,331 | $445.8K | 0.06% | 00.0% | Unchanged |
| Astoria Portfolio Advisors LLC. | 1,213 | $446.3K | 0.21% | −74−5.7% | Reduced |
| Wambolt & Associates, LLC | 1,338 | $448.1K | 0.17% | −25−1.8% | Reduced |
| Buttonwood Financial Advisors Inc. | 1,338 | $448.2K | 0.38% | +112+9.1% | Added |
| Private Portfolio Partners LLC | 1,343 | $449.8K | 0.12% | 00.0% | Unchanged |
| Janney Capital Management LLC | 1,344 | $450.0K | 0.03% | +164+13.9% | Added |
| Forte Capital LLC | 1,344 | $450.1K | 0.08% | +63+4.9% | Added |
| Romano Brothers and Company | 1,345 | $450.6K | 0.07% | −31−2.3% | Reduced |
| Pinnacle Associates Ltd | 1,346 | $450.9K | 0.01% | +398+42.0% | Added |
| Mission Wealth Management, LP | 1,349 | $451.8K | 0.02% | +15+1.1% | Added |
| Applied Capital LLC | 1,356 | $454.2K | 0.45% | +1,356 | New |
| Claro Advisors LLC | 1,376 | $460.9K | 0.15% | +352+34.4% | Added |
| Wesbanco Bank Inc | 1,377 | $461.0K | 0.02% | +190+16.0% | Added |
| Founders Financial Securities LLC | 1,389 | $465.2K | 0.07% | +121+9.5% | Added |
| WMS Partners, LLC | 1,395 | $467.2K | 0.05% | +6+0.4% | Added |
| FineMark National Bank & Trust | 1,402 | $469.6K | 0.02% | +109+8.4% | Added |
| Clifford Swan Investment Counsel LLC | 1,415 | $473.9K | 0.02% | −267−15.9% | Reduced |
| LWM Advisory Services, LLC | 1,417 | $480.9K | 0.53% | −897−38.8% | Reduced |
| Welch & Forbes LLC | 1,447 | $484.7K | 0.01% | −190−11.6% | Reduced |
| Empirical Asset Management, LLC | 1,508 | $486.2K | 0.51% | −243−13.9% | Reduced |
| Regent Investment Management LLC | 1,455 | $487.0K | 0.13% | +555+61.7% | Added |
| New Hampshire Trust | 1,465 | $490.7K | 0.13% | +1,465 | New |
| Financial Consulate, Inc | 1,468 | $491.7K | 0.17% | +38+2.7% | Added |
| Geller Advisors LLC | 1,481 | $496.0K | 0.08% | +26+1.8% | Added |
| Davidson Trust Co | 1,483 | $496.7K | 0.44% | −100−6.3% | Reduced |
| Bowman & Co S.C. | 1,484 | $496.9K | 0.39% | +115+8.4% | Added |
| Nova R Wealth, Inc. | 1,492 | $499.6K | 0.37% | 00.0% | Unchanged |
| Nicholas Hoffman & Company, LLC. | 1,492 | $499.7K | 0.05% | +4+0.3% | Added |
| Oak Harbor Wealth Partners, LLC | 1,495 | $500.8K | 0.19% | +68+4.8% | Added |
| Spinnaker Trust | 1,497 | $501.0K | 0.04% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,496 | $501.1K | 0.08% | −33−2.2% | Reduced |
| Qtron Investments LLC | 1,500 | $502.4K | 0.11% | 00.0% | Unchanged |
| Circle Wealth Management, LLC | 1,501 | $502.8K | 0.08% | +29+2.0% | Added |
| Hoxton Planning & Management, LLC | 1,505 | $504.1K | 0.27% | +1,505 | New |
| Wallace Advisory Group, LLC | 1,516 | $507.8K | 0.40% | +1,516 | New |
| Mendel Capital Management LLC | 1,518 | $508.5K | 0.53% | +387+34.2% | Added |
| Cary Street Partner Investment Advisory LLC | 1,524 | $510.4K | 0.04% | −13−0.8% | Reduced |
| Lavaca Capital LLC | 1,530 | $511.3K | 0.20% | +1,530 | New |
| Dynamic Advisor Solutions LLC | 1,539 | $515.6K | 0.04% | −1,803−53.9% | Reduced |