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 |
|---|---|---|---|---|---|
| Sweet Financial Partners, LLC | 1,928 | $645.8K | 0.19% | +368+23.6% | Added |
| Los Angeles Capital Management LLC | 1,922 | $643.8K | 0.00% | −18−0.9% | Reduced |
| Radnor Capital Management, LLC | 1,798 | $643.0K | 0.16% | 00.0% | Unchanged |
| Townsend Asset Management Corp | 1,918 | $642.5K | 0.32% | −170−8.1% | Reduced |
| Baker Tilly Wealth Management, LLC | 1,913 | $640.7K | 0.08% | +543+39.6% | Added |
| Bulltick Wealth Management, LLC | 1,896 | $635.0K | 0.18% | +151+8.7% | Added |
| Charter Trust Co | 1,892 | $633.7K | 0.05% | 00.0% | Unchanged |
| McDonald Partners LLC | 1,861 | $623.3K | 0.21% | +386+26.2% | Added |
| Summit Financial, LLC | 1,861 | $623.2K | 0.06% | +385+26.1% | Added |
| MRP Capital Investments, LLC | 1,851 | $620.0K | 0.69% | +1,851 | New |
| Atlas Private Wealth Management | 1,850 | $619.6K | 0.29% | 00.0% | Unchanged |
| Wilbanks Smith & Thomas Asset Management LLC | 1,841 | $616.6K | 0.02% | −16−0.9% | Reduced |
| Foundations Investment Advisors, LLC | 1,838 | $615.6K | 0.02% | −1−0.1% | Reduced |
| Capital Asset Advisory Services LLC | 1,775 | $614.7K | 0.05% | −251−12.4% | Reduced |
| Continuum Advisory, LLC | 1,830 | $612.9K | 0.11% | +89+5.1% | Added |
| City Holding Co | 1,829 | $612.5K | 0.11% | −65−3.4% | Reduced |
| Ingalls & Snyder LLC | 1,820 | $610.0K | 0.03% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 1,815 | $607.9K | 0.04% | +173+10.5% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,804 | $604.2K | 0.03% | −61−3.3% | Reduced |
| Symmetry Partners, LLC | 1,803 | $604.0K | 0.04% | −668−27.0% | Reduced |
| TrinityPoint Wealth, LLC | 1,800 | $602.9K | 0.14% | +188+11.7% | Added |
| Griffin Asset Management, Inc. | 1,800 | $602.9K | 0.09% | 00.0% | Unchanged |
| RiverPark Advisors, LLC | 1,790 | $599.5K | 0.29% | −295−14.1% | Reduced |
| Fukoku Mutual Life Insurance Co | 1,790 | $599.5K | 0.05% | 00.0% | Unchanged |
| Wealthsource Partners, LLC | 1,786 | $598.2K | 0.04% | +60+3.5% | Added |
| Financial Advocates Investment Management | 1,783 | $597.0K | 0.05% | +1,044+141.3% | Added |
| NorthRock Partners, LLC | 1,778 | $595.4K | 0.07% | +1,778 | New |
| Penserra Capital Management LLC | 1,775 | $594.0K | 0.01% | +110+6.6% | Added |
| Waldron Private Wealth LLC | 1,936 | $591.0K | 0.04% | 00.0% | Unchanged |
| Amica Retiree Medical Trust | 1,765 | $591.0K | 0.76% | 00.0% | Unchanged |
| Concentric Capital Strategies, LP | 1,762 | $590.2K | 0.29% | +1,762 | New |
| Red Spruce Capital, LLC | 1,750 | $586.1K | 0.37% | 00.0% | Unchanged |
| Sunflower Bank, N.A. | 1,748 | $586.0K | 0.13% | −84−4.6% | Reduced |
| Aspire Wealth Management Corp | 1,739 | $582.5K | 0.51% | +1,739 | New |
| Guardian Wealth Advisors, LLC | 1,736 | $581.6K | 0.52% | +22+1.3% | Added |
| Covenant Partners, LLC | 1,735 | $581.1K | 0.23% | 00.0% | Unchanged |
| Thrive Wealth Management, LLC | 1,730 | $579.5K | 0.17% | +113+7.0% | Added |
| Summit X, LLC | 1,714 | $577.7K | 0.17% | −170−9.0% | Reduced |
| Heritage Wealth Management, Inc./Texas | 1,719 | $575.8K | 0.58% | +1,719 | New |
| Israel Discount Bank of New York | 1,710 | $572.0K | 0.48% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,707 | $571.7K | 0.16% | −30−1.7% | Reduced |
| CoreFirst Bank & Trust | 1,701 | $569.7K | 0.43% | 00.0% | Unchanged |
| Foster Dykema Cabot & Co Inc | 1,698 | $569.0K | 0.08% | −2−0.1% | Reduced |
| Waters Parkerson & Co., LLC | 1,700 | $569.0K | 0.03% | 00.0% | Unchanged |
| My Legacy Advisors, LLC | 1,518 | $566.1K | 0.24% | +99+7.0% | Added |
| Meridian Wealth Partners, LLC | 1,687 | $565.0K | 0.13% | −13−0.8% | Reduced |
| Ronald Blue Trust, Inc. | 1,847 | $564.0K | 0.01% | +692+59.9% | Added |
| Arcadia Investment Management Corp | 1,680 | $562.7K | 0.13% | 00.0% | Unchanged |
| Unigestion Holding SA | 1,655 | $562.4K | 0.03% | −1,118−40.3% | Reduced |
| First National Bank of Hutchinson | 1,664 | $557.3K | 0.47% | +507+43.8% | Added |
| Sutton Wealth Advisors Inc. | 1,657 | $555.0K | 0.21% | −8−0.5% | Reduced |
| Sigma Planning Corp | 1,645 | $551.2K | 0.02% | −41−2.4% | Reduced |
| Magnolia Capital Advisors LLC | 1,642 | $550.0K | 0.37% | +28+1.7% | Added |
| Lindbrook Capital, LLC | 1,632 | $546.6K | 0.07% | +24+1.5% | Added |
| Epic Trust Investment Advisors, LLC | 1,654 | $544.0K | 0.82% | −29−1.7% | Reduced |
| Baron Wealth Management LLC | 1,617 | $541.6K | 0.42% | +1,617 | New |
| Asahi Life Asset Management Co., Ltd. | 1,605 | $537.6K | 0.18% | −35−2.1% | Reduced |
| Beach Investment Counsel Inc | 1,600 | $536.0K | 0.07% | 00.0% | Unchanged |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 1,600 | $535.9K | 0.41% | 00.0% | Unchanged |
| Stonegate Investment Group, LLC | 1,589 | $532.2K | 0.02% | +23+1.5% | Added |
| Rodgers Brothers Inc. | 1,580 | $529.2K | 0.11% | −50−3.1% | Reduced |
| Stevens Capital Management LP | 1,580 | $529.0K | 0.33% | −1,216−43.5% | Reduced |
| Michael B. Yongue | 1,577 | $528.2K | 0.50% | 00.0% | Unchanged |
| Cyndeo Wealth Partners, LLC | 1,572 | $526.5K | 0.06% | +1,572 | New |
| Moseley Investment Management Inc | 1,570 | $525.7K | 0.38% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 1,551 | $519.5K | 0.06% | +16+1.0% | Added |
| Krilogy Financial LLC | 1,550 | $519.2K | 0.05% | −1,977−56.1% | Reduced |
| Tilt Investment Management Holdings, PBC | 1,541 | $516.1K | 0.44% | +1,541 | New |
| Dynamic Advisor Solutions LLC | 1,539 | $515.6K | 0.04% | −1,803−53.9% | Reduced |
| Lavaca Capital LLC | 1,530 | $511.3K | 0.20% | +1,530 | New |
| Cary Street Partner Investment Advisory LLC | 1,524 | $510.4K | 0.04% | −13−0.8% | Reduced |
| Mendel Capital Management LLC | 1,518 | $508.5K | 0.53% | +387+34.2% | Added |
| Wallace Advisory Group, LLC | 1,516 | $507.8K | 0.40% | +1,516 | New |
| Hoxton Planning & Management, LLC | 1,505 | $504.1K | 0.27% | +1,505 | New |
| Circle Wealth Management, LLC | 1,501 | $502.8K | 0.08% | +29+2.0% | Added |
| Qtron Investments LLC | 1,500 | $502.4K | 0.11% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,496 | $501.1K | 0.08% | −33−2.2% | Reduced |
| Spinnaker Trust | 1,497 | $501.0K | 0.04% | 00.0% | Unchanged |
| Oak Harbor Wealth Partners, LLC | 1,495 | $500.8K | 0.19% | +68+4.8% | Added |
| Nicholas Hoffman & Company, LLC. | 1,492 | $499.7K | 0.05% | +4+0.3% | Added |
| Nova R Wealth, Inc. | 1,492 | $499.6K | 0.37% | 00.0% | Unchanged |
| Bowman & Co S.C. | 1,484 | $496.9K | 0.39% | +115+8.4% | Added |
| Davidson Trust Co | 1,483 | $496.7K | 0.44% | −100−6.3% | Reduced |
| Geller Advisors LLC | 1,481 | $496.0K | 0.08% | +26+1.8% | Added |
| Financial Consulate, Inc | 1,468 | $491.7K | 0.17% | +38+2.7% | Added |
| New Hampshire Trust | 1,465 | $490.7K | 0.13% | +1,465 | New |
| Regent Investment Management LLC | 1,455 | $487.0K | 0.13% | +555+61.7% | Added |
| Empirical Asset Management, LLC | 1,508 | $486.2K | 0.51% | −243−13.9% | Reduced |
| Welch & Forbes LLC | 1,447 | $484.7K | 0.01% | −190−11.6% | Reduced |
| LWM Advisory Services, LLC | 1,417 | $480.9K | 0.53% | −897−38.8% | Reduced |
| Clifford Swan Investment Counsel LLC | 1,415 | $473.9K | 0.02% | −267−15.9% | Reduced |
| FineMark National Bank & Trust | 1,402 | $469.6K | 0.02% | +109+8.4% | Added |
| WMS Partners, LLC | 1,395 | $467.2K | 0.05% | +6+0.4% | Added |
| Founders Financial Securities LLC | 1,389 | $465.2K | 0.07% | +121+9.5% | Added |
| Wesbanco Bank Inc | 1,377 | $461.0K | 0.02% | +190+16.0% | Added |
| Claro Advisors LLC | 1,376 | $460.9K | 0.15% | +352+34.4% | Added |
| Applied Capital LLC | 1,356 | $454.2K | 0.45% | +1,356 | New |
| Mission Wealth Management, LP | 1,349 | $451.8K | 0.02% | +15+1.1% | Added |
| Pinnacle Associates Ltd | 1,346 | $450.9K | 0.01% | +398+42.0% | Added |
| Romano Brothers and Company | 1,345 | $450.6K | 0.07% | −31−2.3% | Reduced |