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, Q1 2023
Institutional positions in S&P Global Inc. as of Mar 31, 2023. 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
- 1,598
- +49 vs. Q4 2022
- Shares held
- 287.0M
- +5.49M (+1.9%) vs. Q4 2022
- Total value
- $95.3B
- +$1.70B (+1.8%) vs. Q4 2022
- New holders
- 134
- 626 more added
- Sold out
- 85
- 582 more reduced
22 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding S&P Global Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Farmers & Merchants Trust Co of Chambersburg PA | 66 | $23.0K | 0.02% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 71 | $24.0K | 0.00% | 00.0% | Unchanged |
| Fortis Capital Advisors, LLC | 70 | $24.1K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 73 | $25.2K | 0.01% | +10+15.9% | Added |
| TD Ameritrade Investment Management, LLC | 76 | $26.0K | 0.00% | −4−5.0% | Reduced |
| Column Capital Advisors, LLC | 78 | $26.9K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 81 | $27.9K | 0.02% | +81 | New |
| Resources Management Corp | 400 | $28.0K | 0.01% | +400 | New |
| Ofi Invest Asset Management | 9,706,999 | $28.2K | 0.15% | +9,706,999 | New |
| Disciplina Capital Management LLC | 82 | $28.3K | 0.01% | −9−9.9% | Reduced |
| Baystate Wealth Management LLC | 82 | $28.6K | 0.00% | +23+39.0% | Added |
| Mascoma Wealth Management LLC | 84 | $30.5K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 89 | $30.7K | 0.02% | +38+74.5% | Added |
| First Financial Corp | 90 | $31.0K | 0.02% | 00.0% | Unchanged |
| Bangor Savings Bank | 91 | $31.4K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 92 | $31.7K | 0.02% | −1,565−94.4% | Reduced |
| Global Financial Private Client, LLC | 92 | $31.9K | 0.02% | −46−33.3% | Reduced |
| West Branch Capital LLC | 94 | $32.4K | 0.02% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 95 | $32.8K | 0.01% | +95 | New |
| Pacifica Partners Inc. | 97 | $32.9K | 0.02% | +42+76.4% | Added |
| Heritage Wealth Advisors | 98 | $33.8K | 0.00% | −277−73.9% | Reduced |
| Rain Capital Management, LLC | 98 | $33.8K | 0.02% | −6−5.8% | Reduced |
| Guardian Wealth Management, Inc. | 99 | $34.2K | 0.03% | 00.0% | Unchanged |
| Centennial Bank | 100 | $34.5K | 0.02% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 102 | $35.2K | 0.00% | +2+2.0% | Added |
| New Millennium Group LLC | 104 | $35.9K | 0.04% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 108 | $37.2K | 0.03% | +108 | New |
| Arrow Financial Corp | 110 | $37.9K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 112 | $38.6K | 0.01% | −12−9.7% | Reduced |
| Glen Eagle Advisors, LLC | 125 | $43.1K | 0.01% | +13+11.6% | Added |
| MV Capital Management, Inc. | 127 | $43.8K | 0.01% | +38+42.7% | Added |
| Tradition Wealth Management, LLC | 131 | $45.0K | 0.01% | +7+5.6% | Added |
| Geneos Wealth Management Inc. | 133 | $46.0K | 0.00% | +89+202.3% | Added |
| BDO Wealth Advisors, LLC | 134 | $46.2K | 0.01% | −7−5.0% | Reduced |
| Earnest Partners LLC | 141 | $48.6K | 0.00% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 145 | $50.0K | 0.02% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 147 | $50.7K | 0.01% | +35+31.3% | Added |
| Evermay Wealth Management LLC | 150 | $51.7K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 153 | $52.8K | 0.00% | 00.0% | Unchanged |
| Grayhawk Investment Strategies Inc. | 114 | $53.0K | 0.03% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 154 | $53.1K | 0.02% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 154 | $53.1K | 0.02% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 154 | $53.1K | 0.00% | +81+111.0% | Added |
| Washington Trust Advisors, Inc. | 157 | $54.1K | 0.01% | +23+17.2% | Added |
| Clean Yield Group | 160 | $55.2K | 0.02% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 163 | $56.2K | 0.00% | −64−28.2% | Reduced |
| Carmichael Hill & Associates, Inc. | 167 | $57.6K | 0.03% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 173 | $60.0K | 0.02% | −52−23.1% | Reduced |
| HHM Wealth Advisors, LLC | 176 | $60.7K | 0.01% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 180 | $62.1K | 0.04% | +180 | New |
| PFS Partners, LLC | 196 | $67.6K | 0.07% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 200 | $69.0K | 0.02% | 00.0% | Unchanged |
| Arlington Partners LLC | 203 | $70.0K | 0.01% | +72+55.0% | Added |
| Focused Wealth Management, Inc | 203 | $70.0K | 0.01% | 00.0% | Unchanged |
| Exos TFP Holdings LLC | 215 | $74.1K | 0.02% | +136+172.2% | Added |
| West Paces Advisors Inc. | 227 | $78.3K | 0.02% | +6+2.7% | Added |
| Bell Investment Advisors, Inc | 229 | $79.0K | 0.02% | −4−1.7% | Reduced |
| Baker Avenue Asset Management, LP | 231 | $79.6K | 0.00% | +1+0.4% | Added |
| Caldwell Trust Co | 235 | $81.0K | 0.01% | +35+17.5% | Added |
| Farmers & Merchants Investments Inc | 239 | $82.4K | 0.00% | −2−0.8% | Reduced |
| Core Alternative Capital | 239 | $82.4K | 0.01% | +117+95.9% | Added |
| Geo Capital Gestora de Recursos Ltd | 244 | $84.0K | 0.06% | −22−8.3% | Reduced |
| Operose Advisors LLC | 245 | $84.5K | 0.04% | 00.0% | Unchanged |
| Webster Bank, N. A. | 250 | $86.2K | 0.01% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 263 | $91.0K | 0.00% | 00.0% | Unchanged |
| Stephens Investment Management Group LLC | 278 | $95.8K | 0.00% | +278 | New |
| Kelly Lawrence W & Associates Inc | 283 | $97.6K | 0.03% | 00.0% | Unchanged |
| Taikang Asset Management (Hong Kong) Co Ltd | 36,926 | $99.9K | 2.31% | +3,178+9.4% | Added |
| Natixis Investment Managers International | 292 | $100.7K | 0.01% | +292 | New |
| Fairfield Financial Advisors, LTD | 295 | $100.7K | 0.04% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 294 | $101.3K | 0.03% | +3+1.0% | Added |
| Tompkins Financial Corp | 295 | $101.7K | 0.02% | 00.0% | Unchanged |
| Cutler Group LP | 300 | $103.0K | 0.02% | +300 | New |
| Tortoise Investment Management, LLC | 314 | $108.3K | 0.02% | 00.0% | Unchanged |
| Castleview Partners, LLC | 321 | $110.7K | 0.10% | +1+0.3% | Added |
| Country Trust Bank | 323 | $111.4K | 0.00% | 00.0% | Unchanged |
| Capula Management Ltd | 323 | $111.4K | 0.01% | +323 | New |
| Boyd Watterson Asset Management LLC | 324 | $111.7K | 0.05% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 329 | $113.4K | 0.00% | +33+11.1% | Added |
| Osterweis Capital Management Inc | 335 | $115.5K | 0.01% | +258+335.1% | Added |
| Covestor Ltd | 343 | $118.0K | 0.10% | −61−15.1% | Reduced |
| Blue Chip Partners, Inc. | 343 | $118.4K | 0.01% | −50−12.7% | Reduced |
| Halpern Financial, Inc. | 350 | $120.7K | 0.04% | 00.0% | Unchanged |
| American National Bank | 351 | $121.0K | 0.02% | −145−29.2% | Reduced |
| Credit Agricole S A | 352 | $121.4K | 0.01% | −24−6.4% | Reduced |
| Resurgent Financial Advisors LLC | 354 | $122.0K | 0.08% | −275−43.7% | Reduced |
| Glassman Wealth Services | 363 | $125.2K | 0.02% | +65+21.8% | Added |
| HighMark Wealth Management LLC | 363 | $125.2K | 0.10% | +363 | New |
| TCI Wealth Advisors, Inc. | 375 | $129.3K | 0.02% | +109+41.0% | Added |
| Achmea Investment Management B.V. | 377 | $130.0K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 382 | $132.0K | 0.03% | −588−60.6% | Reduced |
| Kelly Financial Services LLC | 387 | $133.5K | 0.07% | −29−7.0% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 400 | $135.0K | 0.06% | −1,800−81.8% | Reduced |
| EverSource Wealth Advisors, LLC | 398 | $137.5K | 0.02% | +5+1.3% | Added |
| Goldstream Capital Management Ltd | 417 | $143.8K | 0.15% | +417 | New |
| Horizon Bancorp Inc | 422 | $145.0K | 0.09% | −13−3.0% | Reduced |
| Avalon Trust Co | 422 | $145.5K | 0.01% | +422 | New |
| Crewe Advisors LLC | 423 | $145.8K | 0.02% | −1−0.2% | Reduced |
| General Partner, Inc. | 441 | $151.2K | 0.13% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 447 | $152.5K | 0.15% | +447 | New |