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 |
|---|---|---|---|---|---|
| Provence Wealth Management Group | 707 | $236.8K | 0.19% | +707 | New |
| Wealthcare Advisory Partners LLC | 707 | $236.8K | 0.01% | +707 | New |
| Peak Planning Group, LLC | 706 | $236.6K | 0.21% | +1+0.1% | Added |
| Gainplan LLC | 701 | $234.8K | 0.56% | +12+1.7% | Added |
| Carr Financial Group Corp | 701 | $234.8K | 0.12% | +701 | New |
| 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 |
| Legacy Wealth Management, LLC | 699 | $234.1K | 0.14% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 698 | $234.0K | 0.08% | +698 | New |
| Mayflower Financial Advisors, LLC | 698 | $233.7K | 0.03% | +9+1.3% | Added |
| Cedar Brook Financial Partners, LLC | 696 | $233.1K | 0.07% | −33−4.5% | Reduced |
| Amussen Hunsaker Associates LLC | 687 | $230.1K | 0.06% | −19−2.7% | Reduced |
| PDS Planning, Inc | 683 | $228.8K | 0.04% | −24−3.4% | Reduced |
| Vicus Capital | 682 | $228.4K | 0.03% | −56−7.6% | Reduced |
| Quent Capital, LLC | 680 | $227.8K | 0.04% | −9−1.3% | Reduced |
| Shufro Rose & Co LLC | 678 | $227.1K | 0.02% | +11+1.6% | Added |
| Callan Family Office, LLC | 674 | $225.8K | 0.07% | +674 | New |
| Veracity Capital LLC | 672 | $225.0K | 0.11% | +672 | New |
| Western Wealth Management, LLC | 671 | $225.0K | 0.02% | −1,308−66.1% | Reduced |
| Alera Investment Advisors, LLC | 670 | $224.3K | 0.05% | −25−3.6% | Reduced |
| Arkadios Wealth Advisors | 669 | $224.1K | 0.03% | +3+0.5% | Added |
| Biltmore Family Office, LLC | 669 | $224.1K | 0.05% | +669 | New |
| Koshinski Asset Management, Inc. | 669 | $223.9K | 0.02% | +669 | New |
| Eagle Bay Advisors LLC | 664 | $222.4K | 0.12% | +102+18.1% | Added |
| Strategic Wealth Partners, Ltd. | 662 | $221.9K | 0.04% | −119−15.2% | Reduced |
| Integrated Advisors Network LLC | 660 | $221.0K | 0.01% | −972−59.6% | Reduced |
| Sculati Wealth Management, LLC | 658 | $220.0K | 0.12% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 656 | $219.7K | 0.11% | +656 | New |
| 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 |
| ASB Consultores, LLC | 645 | $216.0K | 0.09% | −144−18.3% | Reduced |
| E Fund Management Co., Ltd. | 645 | $216.0K | 0.02% | −42−6.1% | Reduced |
| TFC Financial Management | 642 | $215.0K | 0.06% | −262−29.0% | Reduced |
| Wealth Architects, LLC | 642 | $215.0K | 0.04% | −42−6.1% | Reduced |
| EPG Wealth Management LLC | 641 | $214.6K | 0.08% | +641 | New |
| Camden Capital, LLC | 640 | $214.4K | 0.03% | +640 | New |
| Grove Bank & Trust | 637 | $213.0K | 0.05% | −185−22.5% | Reduced |
| Jaffetilchin Investment Partners, LLC | 634 | $212.2K | 0.03% | +634 | New |
| Northstar Asset Management LLC | 633 | $212.0K | 0.07% | +633 | New |
| Allred Capital Management, LLC | 633 | $212.0K | 0.12% | +633 | New |
| Manchester Capital Management LLC | 632 | $211.7K | 0.03% | +619+4,761.5% | Added |
| Resurgent Financial Advisors LLC | 629 | $210.7K | 0.11% | +629 | New |
| VeraBank, N.A. | 626 | $209.7K | 0.10% | +626 | New |
| Edge Capital Group, LLC | 623 | $208.7K | 0.01% | +252+67.9% | Added |
| D.B. Root & Company, LLC | 622 | $208.3K | 0.09% | −37−5.6% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 616 | $206.3K | 0.02% | +616 | New |
| Graypoint LLC | 615 | $205.9K | 0.02% | −432−41.3% | Reduced |
| Salem Investment Counselors Inc | 614 | $205.7K | 0.01% | 00.0% | Unchanged |
| Chapman Investment Management, LLC | 614 | $205.7K | 0.19% | +614 | New |
| McAdam, LLC | 434 | $205.0K | 0.02% | +434 | New |
| Total Clarity Wealth Management, Inc. | 612 | $205.0K | 0.10% | +612 | New |
| Capital Market Strategies LLC | 612 | $205.0K | 0.22% | +612 | New |
| SYSTM Wealth Solutions LLC | 611 | $204.6K | 0.03% | +611 | New |
| Parsec Financial Management, Inc. | 610 | $204.3K | 0.01% | +610 | New |
| Convergence Investment Partners, LLC | 607 | $203.1K | 0.12% | +607 | New |
| Compton Capital Management Inc | 600 | $201.0K | 0.14% | +600 | New |
| Optas, LLC | 598 | $200.3K | 0.08% | −81−11.9% | Reduced |
| Endurance Wealth Management, Inc. | 597 | $200.0K | 0.03% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 701 | $199.0K | 0.03% | +173+32.8% | Added |
| TD Private Client Wealth LLC | 594 | $199.0K | 0.01% | −65−9.9% | Reduced |
| QVR LLC | 589 | $197.3K | 0.30% | −2,141−78.4% | Reduced |
| Money Concepts Capital Corp | 578 | $193.6K | 0.01% | +148+34.4% | Added |
| CVA Family Office, LLC | 567 | $189.9K | 0.05% | +252+80.0% | Added |
| Acadian Asset Management LLC | 567 | $189.0K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 519 | $173.9K | 0.09% | 00.0% | Unchanged |
| Hendershot Investments Inc. | 509 | $170.5K | 0.03% | +10+2.0% | Added |
| Farther Finance Advisors, LLC | 507 | $170.0K | 0.07% | +507 | New |
| United Community Bank | 502 | $168.1K | 0.16% | 00.0% | Unchanged |
| American National Bank | 496 | $166.0K | 0.03% | +148+42.5% | Added |
| Laffer Tengler Investments | 462 | $154.7K | 0.04% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 457 | $153.1K | 0.02% | +45+10.9% | Added |
| Allworth Financial LP | 443 | $148.4K | 0.00% | −232−34.4% | Reduced |
| General Partner, Inc. | 441 | $147.7K | 0.14% | +441 | New |
| Horizon Bancorp Inc | 435 | $146.0K | 0.08% | +435 | New |
| Pinnacle Bancorp, Inc. | 434 | $145.0K | 0.06% | 00.0% | Unchanged |
| Crewe Advisors LLC | 424 | $142.0K | 0.02% | −274−39.3% | Reduced |
| Kelly Financial Services LLC | 416 | $139.2K | 0.07% | +86+26.1% | Added |
| Key Financial Inc | 454 | $138.6K | 0.07% | 00.0% | Unchanged |
| Covestor Ltd | 404 | $136.0K | 0.11% | −17−4.0% | Reduced |
| Caas Capital Management LP | 403 | $135.0K | 0.03% | +403 | New |
| EverSource Wealth Advisors, LLC | 393 | $131.8K | 0.02% | −107−21.4% | Reduced |
| Blue Chip Partners, Inc. | 393 | $131.7K | 0.02% | −21−5.1% | Reduced |
| Credit Agricole S A | 376 | $125.9K | 0.00% | −10,828−96.6% | Reduced |
| Heritage Wealth Advisors | 375 | $125.7K | 0.01% | +375 | New |
| Global Retirement Partners, LLC | 362 | $121.4K | 0.01% | +157+76.6% | Added |
| Achmea Investment Management B.V. | 377 | $118.0K | 0.00% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 350 | $117.2K | 0.04% | 00.0% | Unchanged |
| Clear Street Markets LLC | 336 | $113.0K | 0.02% | −870−72.1% | Reduced |
| Boyd Watterson Asset Management LLC | 324 | $108.5K | 0.04% | +324 | New |
| Country Trust Bank | 323 | $108.2K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 320 | $107.2K | 0.10% | +18+6.0% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 317 | $106.2K | 0.01% | 00.0% | Unchanged |
| Alpha Paradigm Partners, LLC | 315 | $106.0K | 0.04% | +315 | New |
| Tortoise Investment Management, LLC | 314 | $105.2K | 0.02% | −67−17.6% | Reduced |
| Glassman Wealth Services | 298 | $99.8K | 0.02% | −126−29.7% | Reduced |
| Exchange Traded Concepts, LLC | 296 | $99.1K | 0.00% | +107+56.6% | Added |
| Tompkins Financial Corp | 295 | $99.0K | 0.02% | +15+5.4% | Added |