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 |
|---|---|---|---|---|---|
| Livforsakringsbolaget Skandia, Omsesidigt | 457 | $157.4K | 0.02% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 461 | $158.9K | 0.02% | +461 | New |
| Laffer Tengler Investments | 462 | $159.3K | 0.04% | 00.0% | Unchanged |
| Bank of New Hampshire | 473 | $163.1K | 0.05% | −355−42.9% | Reduced |
| JJJ Advisors Inc. | 476 | $165.6K | 0.05% | +474+23,700.0% | Added |
| Key Financial Inc | 482 | $166.2K | 0.06% | +28+6.2% | Added |
| Pinnacle Bancorp, Inc. | 485 | $167.2K | 0.06% | +51+11.8% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 492 | $169.6K | 0.01% | +175+55.2% | Added |
| Hendershot Investments Inc. | 499 | $172.0K | 0.03% | −10−2.0% | Reduced |
| United Community Bank | 502 | $173.1K | 0.16% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 509 | $175.5K | 0.08% | +509 | New |
| Financial Perspectives, Inc | 519 | $179.0K | 0.09% | 00.0% | Unchanged |
| Edge Capital Group, LLC | 526 | $181.3K | 0.01% | −97−15.6% | Reduced |
| Global Retirement Partners, LLC | 543 | $189.9K | 0.01% | +181+50.0% | Added |
| Acadian Asset Management LLC | 567 | $195.0K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 583 | $201.1K | 0.06% | +76+15.0% | Added |
| 44 Wealth Management LLC | 585 | $201.9K | 0.07% | +585 | New |
| Capital Advisors, Ltd. LLC | 590 | $203.0K | 0.03% | −111−15.8% | Reduced |
| ML & R Wealth Management LLC | 593 | $204.4K | 0.05% | +593 | New |
| Courage Miller Partners, LLC | 595 | $205.1K | 0.09% | +595 | New |
| Howard Capital Management Group, LLC | 596 | $205.5K | 0.02% | +596 | New |
| Convergence Investment Partners, LLC | 598 | $206.0K | 0.12% | −9−1.5% | Reduced |
| Endurance Wealth Management, Inc. | 597 | $206.0K | 0.03% | 00.0% | Unchanged |
| Gyroscope Capital Management Group, LLC | 600 | $206.9K | 0.05% | +600 | New |
| First Command Bank | 601 | $207.2K | 0.02% | −175−22.6% | Reduced |
| First Command Financial Services, Inc. | 601 | $207.2K | 0.02% | −175−22.6% | Reduced |
| Barings LLC | 602 | $207.6K | 0.01% | +602 | New |
| Veracity Capital LLC | 608 | $209.6K | 0.10% | −64−9.5% | Reduced |
| McKinley Carter Wealth Services, Inc. | 608 | $209.7K | 0.02% | +608 | New |
| Parsec Financial Management, Inc. | 610 | $210.3K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 614 | $211.7K | 0.01% | 00.0% | Unchanged |
| Chapman Investment Management, LLC | 614 | $211.7K | 0.17% | 00.0% | Unchanged |
| Ruggaard & Associates LLC | 614 | $211.7K | 0.13% | +614 | New |
| E Fund Management Co., Ltd. | 614 | $212.0K | 0.02% | −31−4.8% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 616 | $212.4K | 0.02% | 00.0% | Unchanged |
| D.B. Root & Company, LLC | 618 | $213.1K | 0.08% | −4−0.6% | Reduced |
| CVA Family Office, LLC | 619 | $213.4K | 0.05% | +52+9.2% | Added |
| TFC Financial Management | 622 | $214.5K | 0.06% | −20−3.1% | Reduced |
| VeraBank, N.A. | 626 | $215.8K | 0.10% | 00.0% | Unchanged |
| Catalyst Financial Partners LLC | 629 | $216.9K | 0.09% | +629 | New |
| Jaffetilchin Investment Partners, LLC | 635 | $219.0K | 0.02% | +1+0.2% | Added |
| Northstar Asset Management LLC | 636 | $219.3K | 0.06% | +3+0.5% | Added |
| Allred Capital Management, LLC | 636 | $219.3K | 0.12% | +3+0.5% | Added |
| Stokes Family Office, LLC | 641 | $221.0K | 0.03% | −247−27.8% | Reduced |
| Connecticut Wealth Management, LLC | 642 | $221.3K | 0.02% | −11−1.7% | Reduced |
| Morningstar Investment Services LLC | 652 | $222.0K | 0.00% | +652 | New |
| Clear Street Markets LLC | 648 | $223.0K | 0.06% | +312+92.9% | Added |
| Wealth Architects, LLC | 648 | $223.4K | 0.04% | +6+0.9% | Added |
| Everhart Financial Group, Inc. | 650 | $224.1K | 0.10% | −50−7.1% | Reduced |
| Koshinski Asset Management, Inc. | 653 | $225.0K | 0.02% | −16−2.4% | Reduced |
| Pasadena Private Wealth, LLC | 653 | $225.1K | 0.07% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 653 | $225.1K | 0.07% | 00.0% | Unchanged |
| 3Chopt Investment Partners, LLC | 653 | $225.1K | 0.12% | +653 | New |
| Concord Wealth Partners | 654 | $225.5K | 0.06% | +632+2,872.7% | Added |
| Sculati Wealth Management, LLC | 658 | $226.9K | 0.12% | 00.0% | Unchanged |
| Mirabella Financial Services LLP | 664 | $228.9K | 0.05% | +664 | New |
| Eagle Bay Advisors LLC | 668 | $230.3K | 0.13% | +4+0.6% | Added |
| Cedar Brook Financial Partners, LLC | 669 | $230.7K | 0.06% | −27−3.9% | Reduced |
| Optas, LLC | 671 | $231.3K | 0.08% | +73+12.2% | Added |
| Vicus Capital | 673 | $232.0K | 0.02% | −9−1.3% | Reduced |
| Alera Investment Advisors, LLC | 674 | $232.2K | 0.05% | +4+0.6% | Added |
| Sound View Wealth Advisors Group, LLC | 675 | $232.7K | 0.03% | +119+21.4% | Added |
| Biltmore Family Office, LLC | 677 | $233.4K | 0.05% | +8+1.2% | Added |
| Grove Bank & Trust | 678 | $233.8K | 0.05% | +41+6.4% | Added |
| Shufro Rose & Co LLC | 678 | $233.8K | 0.02% | 00.0% | Unchanged |
| Brendel Financial Advisors LLC | 685 | $236.0K | 0.17% | −9,720−93.4% | Reduced |
| Integrated Advisors Network LLC | 685 | $236.1K | 0.01% | +25+3.8% | Added |
| Quent Capital, LLC | 687 | $236.9K | 0.04% | +7+1.0% | Added |
| Peak Planning Group, LLC | 688 | $237.3K | 0.19% | −18−2.5% | Reduced |
| Truadvice, LLC | 655 | $237.5K | 0.09% | +655 | New |
| Gainplan LLC | 689 | $237.5K | 0.15% | −12−1.7% | Reduced |
| David R. Rahn & Associates Inc. | 690 | $237.9K | 0.12% | −10−1.4% | Reduced |
| Lakeview Capital Partners, LLC | 667 | $240.3K | 0.07% | −13−1.9% | Reduced |
| Barnes Pettey Financial Advisors, LLC | 698 | $240.6K | 0.23% | −12−1.7% | Reduced |
| Legacy Wealth Management, LLC | 699 | $241.0K | 0.13% | 00.0% | Unchanged |
| Camden Capital, LLC | 699 | $241.0K | 0.04% | +59+9.2% | Added |
| M&R Capital Management Inc | 700 | $241.3K | 0.07% | 00.0% | Unchanged |
| Sandler Capital Management | 700 | $241.3K | 0.04% | +700 | New |
| Carr Financial Group Corp | 701 | $241.7K | 0.11% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 703 | $242.4K | 0.01% | +703 | New |
| Callan Family Office, LLC | 708 | $244.1K | 0.06% | +34+5.0% | Added |
| Telemus Capital, LLC | 711 | $245.1K | 0.02% | +19+2.7% | Added |
| Northwest Bancshares, Inc. | 713 | $245.8K | 0.05% | −25−3.4% | Reduced |
| Ifrah Financial Services, Inc. | 719 | $247.8K | 0.08% | −15−2.0% | Reduced |
| Consolidated Portfolio Review Corp | 721 | $248.6K | 0.07% | +721 | New |
| Western Wealth Management, LLC | 723 | $249.2K | 0.02% | +52+7.7% | Added |
| Wealthcare Advisory Partners LLC | 723 | $249.4K | 0.01% | +16+2.3% | Added |
| Mayflower Financial Advisors, LLC | 724 | $249.7K | 0.03% | +26+3.7% | Added |
| Garda Capital Partners LP | 726 | $250.3K | 0.22% | +726 | New |
| Hartford Funds Management Co LLC | 727 | $250.9K | 0.03% | +727 | New |
| Simmons Bank | 728 | $251.0K | 0.02% | +728 | New |
| Burney Co | 731 | $252.0K | 0.01% | −175−19.3% | Reduced |
| ArrowMark Colorado Holdings LLC | 731 | $252.0K | 0.00% | 00.0% | Unchanged |
| Endowment Wealth Management, Inc. | 737 | $254.0K | 0.26% | +1+0.1% | Added |
| Prosperity Financial Group, Inc. | 738 | $254.4K | 0.26% | +15+2.1% | Added |
| Provence Wealth Management Group | 738 | $254.4K | 0.17% | +31+4.4% | Added |
| Strategy Asset Managers LLC | 739 | $254.8K | 0.06% | +1+0.1% | Added |
| MJP Associates Inc | 740 | $255.1K | 0.08% | −16−2.1% | Reduced |
| BFT Financial Group, LLC | 743 | $256.0K | 0.04% | +743 | New |
| First Pacific Advisors, LP | 744 | $256.5K | 0.00% | 00.0% | Unchanged |