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 |
|---|---|---|---|---|---|
| Balboa Wealth Partners | 2,182 | $730.7K | 0.33% | −1,777−44.9% | Reduced |
| Shepherd Financial Partners LLC | 2,183 | $731.1K | 0.13% | −74−3.3% | Reduced |
| Coastline Trust Co | 2,190 | $733.5K | 0.11% | −2,925−57.2% | Reduced |
| Arthur M. Cohen & Associates, LLC | 2,193 | $734.5K | 0.20% | +2,193 | New |
| Accretive Wealth Partners, LLC | 2,196 | $735.5K | 0.51% | +66+3.1% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 2,200 | $737.0K | 0.22% | −390−15.1% | Reduced |
| Chicago Trust Co NA | 2,208 | $739.0K | 0.18% | −210−8.7% | Reduced |
| Prospera Financial Services Inc | 2,208 | $739.8K | 0.04% | −63−2.8% | Reduced |
| PFS Investments Inc. | 2,208 | $740.0K | 0.01% | +69+3.2% | Added |
| Integrated Wealth Concepts LLC | 2,225 | $745.0K | 0.02% | +49+2.3% | Added |
| Keebeck Wealth Management, LLC | 2,237 | $749.3K | 0.13% | +59+2.7% | Added |
| Resources Investment Advisors, LLC. | 2,241 | $750.5K | 0.02% | −189−7.8% | Reduced |
| Strategic Wealth Partners Group LLC | 2,245 | $751.0K | 0.16% | −157−6.5% | Reduced |
| Grant/GrossMendelsohn, LLC | 2,190 | $761.8K | 0.39% | 00.0% | Unchanged |
| Gould Capital, LLC | 2,280 | $763.7K | 0.61% | −256−10.1% | Reduced |
| Forum Financial Management, LP | 2,295 | $768.7K | 0.03% | +25+1.1% | Added |
| Ellevest, Inc. | 2,299 | $769.9K | 0.06% | −124−5.1% | Reduced |
| Csenge Advisory Group | 2,302 | $771.1K | 0.06% | +337+17.2% | Added |
| Rossmore Private Capital | 2,465 | $772.0K | 0.12% | −345−12.3% | Reduced |
| Howe & Rusling Inc | 2,306 | $772.4K | 0.10% | −51−2.2% | Reduced |
| WoodTrust Financial Corp | 2,308 | $773.0K | 0.16% | −181−7.3% | Reduced |
| First National Corp | 2,310 | $773.7K | 0.19% | −40−1.7% | Reduced |
| Wade G W & Inc | 2,315 | $775.0K | 0.03% | −62−2.6% | Reduced |
| Hancock Whitney Corp | 2,325 | $779.0K | 0.03% | −81−3.4% | Reduced |
| Capital Analysts, LLC | 2,334 | $782.0K | 0.05% | −155−6.2% | Reduced |
| Virtue Capital Management, LLC | 2,338 | $783.1K | 0.12% | +1,321+129.9% | Added |
| Palumbo Wealth Management LLC | 2,339 | $783.3K | 0.62% | −11−0.5% | Reduced |
| Westmount Partners, LLC | 2,358 | $789.8K | 0.41% | +2,358 | New |
| Symphony Financial, Ltd. Co. | 2,298 | $791.1K | 0.21% | −2,635−53.4% | Reduced |
| ERn Financial, LLC | 2,365 | $792.2K | 0.18% | +185+8.5% | Added |
| Dorsey & Whitney Trust CO LLC | 2,363 | $792.9K | 0.08% | −56−2.3% | Reduced |
| Aaron Wealth Advisors | 2,374 | $795.1K | 0.12% | +1,293+119.6% | Added |
| Simplex Trading, LLC | 2,381 | $797.0K | 0.04% | −21,120−89.9% | Reduced |
| Wintrust Investments LLC | 2,389 | $800.0K | 0.10% | 00.0% | Unchanged |
| Lee Financial Co | 2,411 | $807.5K | 0.14% | +2,382+8,213.8% | Added |
| Jacobi Capital Management LLC | 2,447 | $819.5K | 0.10% | +745+43.8% | Added |
| Two Sigma Securities, LLC | 2,448 | $819.9K | 0.12% | −2,172−47.0% | Reduced |
| United Asset Strategies, Inc. | 2,453 | $821.6K | 0.11% | +956+63.9% | Added |
| Kendall Capital Management | 2,471 | $828.0K | 0.42% | −1,531−38.3% | Reduced |
| Roundview Capital LLC | 2,487 | $833.0K | 0.10% | +1,238+99.1% | Added |
| Gyon Technologies Capital Management, LP | 2,492 | $834.7K | 0.31% | +2,492 | New |
| Laurel Wealth Advisors, Inc. | 2,494 | $835.0K | 0.08% | −45−1.8% | Reduced |
| Outlook Wealth Advisors, LLC | 2,505 | $838.9K | 0.40% | −158−5.9% | Reduced |
| Trust Co of Oklahoma | 2,517 | $843.0K | 0.34% | −254−9.2% | Reduced |
| Foster Group, Inc. | 2,527 | $846.4K | 0.06% | −77−3.0% | Reduced |
| Bryn Mawr Trust Co | 2,558 | $857.0K | 0.04% | 00.0% | Unchanged |
| Hohimer Wealth Management, LLC | 2,559 | $857.1K | 0.27% | −206−7.5% | Reduced |
| Conning Inc. | 2,573 | $861.8K | 0.03% | −13−0.5% | Reduced |
| Meritage Portfolio Management | 2,578 | $863.0K | 0.07% | −30,323−92.2% | Reduced |
| Evergreen Capital Management LLC | 2,612 | $874.9K | 0.04% | −203−7.2% | Reduced |
| Schmidt P J Investment Management Inc | 2,624 | $878.9K | 0.20% | −100−3.7% | Reduced |
| Resonant Capital Advisors, LLC | 2,625 | $879.2K | 0.11% | +378+16.8% | Added |
| Lincoln Capital LLC | 2,626 | $879.6K | 0.25% | −97−3.6% | Reduced |
| Ropes Wealth Advisors LLC | 2,664 | $892.2K | 0.16% | +66+2.5% | Added |
| Pflug Koory, LLC | 2,668 | $894.0K | 0.50% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 2,670 | $894.1K | 0.16% | −394−12.9% | Reduced |
| Sonnipe Ltd | 2,674 | $895.6K | 0.17% | +2,674 | New |
| Platform Technology Partners | 2,695 | $902.8K | 0.47% | −17−0.6% | Reduced |
| Eastern Bank | 2,699 | $904.0K | 0.05% | 00.0% | Unchanged |
| Kanawha Capital Management LLC | 2,743 | $919.0K | 0.09% | −29−1.0% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 2,759 | $924.0K | 0.04% | +42+1.5% | Added |
| Sawtooth Solutions, LLC | 2,772 | $928.6K | 0.13% | +207+8.1% | Added |
| Sargent Bickham Lagudis LLC | 2,773 | $928.8K | 0.08% | −59−2.1% | Reduced |
| Zeke Capital Advisors, LLC | 2,787 | $933.5K | 0.06% | +643+30.0% | Added |
| Dividend Assets Capital, LLC | 2,804 | $939.0K | 0.20% | −1,877−40.1% | Reduced |
| Dynamic Technology Lab Private Ltd | 2,814 | $943.0K | 0.09% | −4,467−61.4% | Reduced |
| Asset Dedication, LLC | 2,821 | $943.0K | 0.10% | +350+14.2% | Added |
| Joule Financial, LLC | 2,818 | $943.9K | 0.63% | −128−4.3% | Reduced |
| AdvisorNet Financial, Inc | 2,824 | $945.9K | 0.09% | +153+5.7% | Added |
| Wealth Alliance | 2,834 | $949.3K | 0.17% | +582+25.8% | Added |
| Main Street Financial Solutions, LLC | 2,848 | $954.8K | 0.15% | +989+53.2% | Added |
| Beaumont Financial Advisors, LLC | 2,852 | $955.2K | 0.10% | +2,852 | New |
| Marshall Financial Group LLC | 2,873 | $962.3K | 0.37% | −364−11.2% | Reduced |
| Madison Asset Management, LLC | 2,879 | $964.0K | 0.02% | −1,740−37.7% | Reduced |
| Caldwell Investment Management Ltd. | 2,880 | $966.1K | 1.02% | 00.0% | Unchanged |
| First Bank & Trust | 2,895 | $970.0K | 0.27% | +326+12.7% | Added |
| GM Advisory Group, Inc. | 2,902 | $972.0K | 0.10% | 00.0% | Unchanged |
| Brighton Jones LLC | 2,931 | $981.7K | 0.06% | −446−13.2% | Reduced |
| Sentry Investment Management LLC | 2,959 | $991.0K | 0.44% | +417+16.4% | Added |
| Oppenheimer & Co Inc | 2,981 | $998.5K | 0.02% | −160−5.1% | Reduced |
| Checchi Capital Advisers, LLC | 2,990 | $1.00M | 0.10% | −51−1.7% | Reduced |
| Schechter Investment Advisors, LLC | 2,995 | $1.00M | 0.09% | −69−2.3% | Reduced |
| Monumental Financial Group Inc. | 2,999 | $1.00M | 0.81% | +2,999 | New |
| Flagship Harbor Advisors, LLC | 3,040 | $1.02M | 0.10% | +205+7.2% | Added |
| Exchange Capital Management, Inc. | 3,045 | $1.02M | 0.22% | +55+1.8% | Added |
| Chilton Investment Co LLC | 3,082 | $1.03M | 0.03% | +248+8.8% | Added |
| Mezzasalma Advisors, LLC | 3,095 | $1.04M | 0.90% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 3,096 | $1.04M | 0.03% | +1,460+89.2% | Added |
| Sepio Capital, LP | 3,101 | $1.04M | 0.09% | −15−0.5% | Reduced |
| Relative Value Partners Group, LLC | 3,108 | $1.04M | 0.07% | −158−4.8% | Reduced |
| Greenland Capital Management LP | 3,119 | $1.04M | 0.19% | +3,119 | New |
| Heritage Trust Co | 3,126 | $1.05M | 0.17% | −41−1.3% | Reduced |
| Transatlantique Private Wealth LLC | 3,185 | $1.05M | 0.63% | +590+22.7% | Added |
| W.H. Cornerstone Investments Inc. | 2,884 | $1.06M | 1.00% | −116−3.9% | Reduced |
| Fisher Asset Management, LLC | 3,173 | $1.06M | 0.00% | +983+44.9% | Added |
| Conestoga Capital Advisors, LLC | 3,175 | $1.06M | 0.02% | +353+12.5% | Added |
| Canandaigua National Corp | 3,176 | $1.06M | 0.18% | −853−21.2% | Reduced |
| Cooper Investors Pty Ltd | 3,198 | $1.07M | 0.10% | −149,465−97.9% | Reduced |
| HB Wealth Management, LLC | 3,233 | $1.08M | 0.02% | +66+2.1% | Added |
| Catalyst Wealth Management, LLC | 3,270 | $1.10M | 1.03% | +3,270 | New |