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 |
|---|---|---|---|---|---|
| Joule Financial, LLC | 2,818 | $943.9K | 0.63% | −128−4.3% | 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 |
| Dividend Assets Capital, LLC | 2,804 | $939.0K | 0.20% | −1,877−40.1% | Reduced |
| Zeke Capital Advisors, LLC | 2,787 | $933.5K | 0.06% | +643+30.0% | Added |
| Sargent Bickham Lagudis LLC | 2,773 | $928.8K | 0.08% | −59−2.1% | Reduced |
| Sawtooth Solutions, LLC | 2,772 | $928.6K | 0.13% | +207+8.1% | Added |
| Benjamin F. Edwards & Company, Inc. | 2,759 | $924.0K | 0.04% | +42+1.5% | Added |
| Kanawha Capital Management LLC | 2,743 | $919.0K | 0.09% | −29−1.0% | Reduced |
| Eastern Bank | 2,699 | $904.0K | 0.05% | 00.0% | Unchanged |
| Platform Technology Partners | 2,695 | $902.8K | 0.47% | −17−0.6% | Reduced |
| Sonnipe Ltd | 2,674 | $895.6K | 0.17% | +2,674 | New |
| Pinnacle Wealth Planning Services, Inc. | 2,670 | $894.1K | 0.16% | −394−12.9% | Reduced |
| Pflug Koory, LLC | 2,668 | $894.0K | 0.50% | 00.0% | Unchanged |
| Ropes Wealth Advisors LLC | 2,664 | $892.2K | 0.16% | +66+2.5% | Added |
| Lincoln Capital LLC | 2,626 | $879.6K | 0.25% | −97−3.6% | Reduced |
| Resonant Capital Advisors, LLC | 2,625 | $879.2K | 0.11% | +378+16.8% | Added |
| Schmidt P J Investment Management Inc | 2,624 | $878.9K | 0.20% | −100−3.7% | Reduced |
| Evergreen Capital Management LLC | 2,612 | $874.9K | 0.04% | −203−7.2% | Reduced |
| Meritage Portfolio Management | 2,578 | $863.0K | 0.07% | −30,323−92.2% | Reduced |
| Conning Inc. | 2,573 | $861.8K | 0.03% | −13−0.5% | Reduced |
| Hohimer Wealth Management, LLC | 2,559 | $857.1K | 0.27% | −206−7.5% | Reduced |
| Bryn Mawr Trust Co | 2,558 | $857.0K | 0.04% | 00.0% | Unchanged |
| Foster Group, Inc. | 2,527 | $846.4K | 0.06% | −77−3.0% | Reduced |
| Trust Co of Oklahoma | 2,517 | $843.0K | 0.34% | −254−9.2% | Reduced |
| Outlook Wealth Advisors, LLC | 2,505 | $838.9K | 0.40% | −158−5.9% | Reduced |
| Laurel Wealth Advisors, Inc. | 2,494 | $835.0K | 0.08% | −45−1.8% | Reduced |
| Gyon Technologies Capital Management, LP | 2,492 | $834.7K | 0.31% | +2,492 | New |
| Roundview Capital LLC | 2,487 | $833.0K | 0.10% | +1,238+99.1% | Added |
| Kendall Capital Management | 2,471 | $828.0K | 0.42% | −1,531−38.3% | Reduced |
| United Asset Strategies, Inc. | 2,453 | $821.6K | 0.11% | +956+63.9% | Added |
| Two Sigma Securities, LLC | 2,448 | $819.9K | 0.12% | −2,172−47.0% | Reduced |
| Jacobi Capital Management LLC | 2,447 | $819.5K | 0.10% | +745+43.8% | Added |
| Lee Financial Co | 2,411 | $807.5K | 0.14% | +2,382+8,213.8% | Added |
| Wintrust Investments LLC | 2,389 | $800.0K | 0.10% | 00.0% | Unchanged |
| Simplex Trading, LLC | 2,381 | $797.0K | 0.04% | −21,120−89.9% | Reduced |
| Aaron Wealth Advisors | 2,374 | $795.1K | 0.12% | +1,293+119.6% | Added |
| Dorsey & Whitney Trust CO LLC | 2,363 | $792.9K | 0.08% | −56−2.3% | Reduced |
| ERn Financial, LLC | 2,365 | $792.2K | 0.18% | +185+8.5% | Added |
| Symphony Financial, Ltd. Co. | 2,298 | $791.1K | 0.21% | −2,635−53.4% | Reduced |
| Westmount Partners, LLC | 2,358 | $789.8K | 0.41% | +2,358 | New |
| Palumbo Wealth Management LLC | 2,339 | $783.3K | 0.62% | −11−0.5% | Reduced |
| Virtue Capital Management, LLC | 2,338 | $783.1K | 0.12% | +1,321+129.9% | Added |
| Capital Analysts, LLC | 2,334 | $782.0K | 0.05% | −155−6.2% | Reduced |
| Hancock Whitney Corp | 2,325 | $779.0K | 0.03% | −81−3.4% | Reduced |
| Wade G W & Inc | 2,315 | $775.0K | 0.03% | −62−2.6% | Reduced |
| First National Corp | 2,310 | $773.7K | 0.19% | −40−1.7% | Reduced |
| WoodTrust Financial Corp | 2,308 | $773.0K | 0.16% | −181−7.3% | Reduced |
| Howe & Rusling Inc | 2,306 | $772.4K | 0.10% | −51−2.2% | Reduced |
| Rossmore Private Capital | 2,465 | $772.0K | 0.12% | −345−12.3% | Reduced |
| Csenge Advisory Group | 2,302 | $771.1K | 0.06% | +337+17.2% | Added |
| Ellevest, Inc. | 2,299 | $769.9K | 0.06% | −124−5.1% | Reduced |
| Forum Financial Management, LP | 2,295 | $768.7K | 0.03% | +25+1.1% | Added |
| Gould Capital, LLC | 2,280 | $763.7K | 0.61% | −256−10.1% | Reduced |
| Grant/GrossMendelsohn, LLC | 2,190 | $761.8K | 0.39% | 00.0% | Unchanged |
| Strategic Wealth Partners Group LLC | 2,245 | $751.0K | 0.16% | −157−6.5% | Reduced |
| Resources Investment Advisors, LLC. | 2,241 | $750.5K | 0.02% | −189−7.8% | Reduced |
| Keebeck Wealth Management, LLC | 2,237 | $749.3K | 0.13% | +59+2.7% | Added |
| Integrated Wealth Concepts LLC | 2,225 | $745.0K | 0.02% | +49+2.3% | Added |
| PFS Investments Inc. | 2,208 | $740.0K | 0.01% | +69+3.2% | Added |
| Prospera Financial Services Inc | 2,208 | $739.8K | 0.04% | −63−2.8% | Reduced |
| Chicago Trust Co NA | 2,208 | $739.0K | 0.18% | −210−8.7% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 2,200 | $737.0K | 0.22% | −390−15.1% | Reduced |
| Accretive Wealth Partners, LLC | 2,196 | $735.5K | 0.51% | +66+3.1% | Added |
| Arthur M. Cohen & Associates, LLC | 2,193 | $734.5K | 0.20% | +2,193 | New |
| Coastline Trust Co | 2,190 | $733.5K | 0.11% | −2,925−57.2% | Reduced |
| Shepherd Financial Partners LLC | 2,183 | $731.1K | 0.13% | −74−3.3% | Reduced |
| Balboa Wealth Partners | 2,182 | $730.7K | 0.33% | −1,777−44.9% | Reduced |
| Fortis Capital Management LLC | 2,179 | $729.7K | 0.54% | −65−2.9% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 2,176 | $729.0K | 0.37% | −472−17.8% | Reduced |
| Trillium Asset Management, LLC | 2,162 | $724.0K | 0.02% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 2,158 | $722.8K | 0.18% | −11−0.5% | Reduced |
| Tranquility Partners, LLC | 2,155 | $721.8K | 0.37% | +16+0.7% | Added |
| Portman Square Capital LLP | 2,140 | $716.8K | 0.35% | +2,140 | New |
| Colonial Trust Co | 2,134 | $714.8K | 0.20% | +40+1.9% | Added |
| Wedmont Private Capital | 2,053 | $714.1K | 0.11% | +620+43.3% | Added |
| Lattice Capital Management, LLC | 2,131 | $713.8K | 1.06% | 00.0% | Unchanged |
| Teza Capital Management LLC | 2,115 | $708.4K | 0.13% | +914+76.1% | Added |
| Hilltop Holdings Inc. | 2,104 | $704.7K | 0.09% | +19+0.9% | Added |
| Caption Management, LLC | 2,100 | $703.4K | 0.12% | +1,100+110.0% | Added |
| Rehmann Capital Advisory Group | 2,098 | $703.0K | 0.07% | −81−3.7% | Reduced |
| Thomas White International Ltd | 2,097 | $702.4K | 0.15% | −255−10.8% | Reduced |
| Ferguson Wellman Capital Management, Inc | 2,088 | $699.0K | 0.02% | +277+15.3% | Added |
| Cavalier Investments, LLC | 2,080 | $696.7K | 0.25% | −126−5.7% | Reduced |
| Great Diamond Partners, LLC | 2,078 | $696.0K | 0.21% | −68−3.2% | Reduced |
| Shelton Capital Management | 2,068 | $692.7K | 0.07% | −123−5.6% | Reduced |
| SG Americas Securities, LLC | 2,040 | $683.0K | 0.01% | −23,678−92.1% | Reduced |
| Savant Capital, LLC | 2,035 | $681.7K | 0.02% | +99+5.1% | Added |
| NBT Bank N A | 2,025 | $678.3K | 0.10% | +526+35.1% | Added |
| PAX Financial Group, LLC | 2,020 | $676.6K | 0.17% | −175−8.0% | Reduced |
| Appleton Partners Inc | 2,018 | $676.0K | 0.06% | −74−3.5% | Reduced |
| Avantax Planning Partners, Inc. | 2,014 | $674.6K | 0.03% | +74+3.8% | Added |
| Orion Portfolio Solutions, LLC | 1,980 | $663.3K | 0.02% | +59+3.1% | Added |
| Emerald Advisers, LLC | 1,977 | $662.2K | 0.03% | −21−1.1% | Reduced |
| Alpha Cubed Investments, LLC | 1,959 | $656.0K | 0.05% | −6,875−77.8% | Reduced |
| Prudent Man Advisors, LLC | 1,935 | $648.0K | 0.26% | +1,935 | New |
| Monterey Private Wealth, Inc. | 1,930 | $646.3K | 0.35% | −89−4.4% | Reduced |
| NewEdge Wealth, LLC | 1,929 | $646.2K | 0.03% | −122−5.9% | Reduced |
| Dimension Capital Management LLC | 1,929 | $646.1K | 0.15% | 00.0% | Unchanged |
| We Are One Seven, LLC | 1,929 | $646.1K | 0.06% | −3,093−61.6% | Reduced |