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 |
|---|---|---|---|---|---|
| Ledyard National Bank | 745 | $256.9K | 0.03% | −37−4.7% | Reduced |
| Plimoth Trust Co LLC | 745 | $256.9K | 0.08% | 00.0% | Unchanged |
| Somerset Group LLC | 750 | $258.6K | 0.22% | 00.0% | Unchanged |
| Violich Capital Management, Inc. | 750 | $259.0K | 0.04% | 00.0% | Unchanged |
| City State Bank | 756 | $261.0K | 0.15% | 00.0% | Unchanged |
| Reuter James Wealth Management, LLC | 766 | $264.1K | 0.18% | −6−0.8% | Reduced |
| Taurus Asset Management, LLC | 766 | $264.1K | 0.03% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 767 | $264.4K | 0.11% | +111+16.9% | Added |
| Campbell & CO Investment Adviser LLC | 767 | $264.4K | 0.05% | +767 | New |
| Flputnam Investment Management Co | 767 | $264.5K | 0.01% | +767 | New |
| Oversea-Chinese Banking CORP Ltd | 769 | $265.1K | 0.01% | −73−8.7% | Reduced |
| Calamos Wealth Management LLC | 770 | $265.5K | 0.02% | −47−5.8% | Reduced |
| Osborne Partners Capital Management, LLC | 774 | $266.9K | 0.02% | +49+6.8% | Added |
| Kovitz Investment Group Partners, LLC | 774 | $267.0K | 0.00% | −19−2.4% | Reduced |
| Johnson Financial Group, Inc. | 776 | $267.5K | 0.02% | +29+3.9% | Added |
| Goldstein Advisors, LLC | 780 | $268.9K | 0.06% | −10−1.3% | Reduced |
| Sage Mountain Advisors LLC | 781 | $269.3K | 0.04% | +781 | New |
| Hirtle Callaghan & Co LLC | 782 | $269.6K | 0.01% | −3,513−81.8% | Reduced |
| L2 Asset Management, LLC | 794 | $273.7K | 0.16% | +34+4.5% | Added |
| ICW Investment Advisors LLC | 795 | $274.4K | 0.16% | +86+12.1% | Added |
| Pekin Hardy Strauss, Inc. | 797 | $274.8K | 0.04% | 00.0% | Unchanged |
| Integrated Investment Consultants, LLC | 797 | $274.8K | 0.09% | +6+0.8% | Added |
| Trust Co | 800 | $275.8K | 0.04% | 00.0% | Unchanged |
| Financial Network Wealth Management LLC | 800 | $275.8K | 0.14% | 00.0% | Unchanged |
| Anchor Capital Advisors LLC | 802 | $276.5K | 0.01% | −10−1.2% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 805 | $277.5K | 0.09% | −800−49.8% | Reduced |
| Meridian Investment Counsel Inc. | 805 | $277.5K | 0.11% | 00.0% | Unchanged |
| Change Path, LLC | 813 | $280.0K | 0.01% | +15+1.9% | Added |
| Warren Averett Asset Management, LLC | 814 | $280.6K | 0.01% | −36−4.2% | Reduced |
| Azimuth Capital Investment Management LLC | 815 | $281.0K | 0.01% | 00.0% | Unchanged |
| Curi Capital | 816 | $281.3K | 0.04% | +17+2.1% | Added |
| Arete Wealth Advisors, LLC | 819 | $282.0K | 0.02% | −360−30.5% | Reduced |
| Corundum Group, Inc. | 819 | $282.4K | 0.13% | +4+0.5% | Added |
| Abbrea Capital, LLC | 820 | $283.0K | 0.05% | +30+3.8% | Added |
| Park Place Capital Corp | 825 | $284.4K | 0.08% | +2+0.2% | Added |
| Philadelphia Trust Co | 826 | $285.0K | 0.03% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 829 | $285.9K | 0.07% | +87+11.7% | Added |
| Romano Brothers and Company | 829 | $285.9K | 0.04% | −516−38.4% | Reduced |
| Linscomb & Williams, Inc. | 831 | $286.3K | 0.02% | −225−21.3% | Reduced |
| Keel Point, LLC | 835 | $288.0K | 0.04% | −15−1.8% | Reduced |
| Nilsine Partners, LLC | 841 | $290.0K | 0.05% | +841 | New |
| AMG National Trust Bank | 842 | $290.3K | 0.01% | −219−20.6% | Reduced |
| StrategIQ Financial Group, LLC | 844 | $291.0K | 0.03% | 00.0% | Unchanged |
| Riverwater Partners LLC | 846 | $291.7K | 0.27% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 848 | $292.4K | 0.14% | +826+3,754.5% | Added |
| Deseret Mutual Benefit Administrators | 859 | $296.2K | 0.12% | −34−3.8% | Reduced |
| Graypoint LLC | 860 | $296.5K | 0.03% | +245+39.8% | Added |
| Triad Investment Management | 862 | $297.2K | 0.43% | +23+2.7% | Added |
| Matthew Goff Investment Advisor, LLC | 868 | $299.3K | 0.07% | 00.0% | Unchanged |
| Concord Asset Management, LLC | 869 | $299.6K | 0.12% | +869 | New |
| Paloma Partners Management Co | 870 | $299.9K | 0.07% | +870 | New |
| Empire Financial Management Company, LLC | 873 | $301.0K | 0.12% | +873 | New |
| Callan Capital, LLC | 874 | $301.3K | 0.03% | 00.0% | Unchanged |
| Veritas Investment Partners (UK) Ltd. | 875 | $301.5K | 0.01% | −125−12.5% | Reduced |
| Manchester Capital Management LLC | 876 | $302.0K | 0.04% | +244+38.6% | Added |
| Houlihan Financial Resource Group, Ltd. | 879 | $303.0K | 0.17% | +5+0.6% | Added |
| Everett Harris & Co | 880 | $303.4K | 0.00% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 882 | $304.2K | 0.03% | +882 | New |
| CNB Bank | 883 | $304.4K | 0.19% | −85−8.8% | Reduced |
| Revisor Wealth Management LLC | 883 | $304.4K | 0.28% | +883 | New |
| Obermeyer Wood Investment Counsel, LLLP | 891 | $307.2K | 0.02% | −49−5.2% | Reduced |
| J. L. Bainbridge & Co., Inc. | 898 | $309.7K | 0.04% | −42−4.5% | Reduced |
| Plotkin Financial Advisors, LLC | 900 | $310.3K | 0.29% | 00.0% | Unchanged |
| Alta Advisers Ltd | 900 | $310.3K | 0.19% | 00.0% | Unchanged |
| Hoylecohen, LLC | 902 | $311.0K | 0.03% | 00.0% | Unchanged |
| Appleton Partners Inc | 902 | $311.0K | 0.03% | −1,116−55.3% | Reduced |
| Ironwood Investment Management LLC | 903 | $311.3K | 0.19% | −18−2.0% | Reduced |
| CWA Asset Management Group, LLC | 903 | $311.3K | 0.02% | +903 | New |
| KC Investment Advisors, LLC | 910 | $314.0K | 0.29% | −284−23.8% | Reduced |
| Proficio Capital Partners LLC | 912 | $314.4K | 0.05% | +31+3.5% | Added |
| Regent Peak Wealth Advisors LLC | 915 | $315.5K | 0.10% | +17+1.9% | Added |
| First Affirmative Financial Network | 916 | $315.7K | 0.37% | −39−4.1% | Reduced |
| Jackson Square Capital, LLC | 916 | $315.8K | 0.14% | 00.0% | Unchanged |
| Alpha Family Trust | 920 | $317.2K | 0.25% | −120−11.5% | Reduced |
| Lowell Blake & Associates Inc. | 922 | $317.9K | 0.10% | +922 | New |
| Banco BTG Pactual S.A. | 900 | $318.8K | 0.15% | +900 | New |
| Carlson Capital Management | 926 | $319.3K | 0.02% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 932 | $321.0K | 0.09% | +117+14.4% | Added |
| Advisors Capital Management, LLC | 938 | $323.0K | 0.01% | −47−4.8% | Reduced |
| Fiduciary Group LLC | 942 | $324.8K | 0.04% | −13−1.4% | Reduced |
| Wrapmanager Inc | 943 | $325.1K | 0.10% | +24+2.6% | Added |
| Bank of Stockton | 944 | $325.5K | 0.11% | −100−9.6% | Reduced |
| Allworth Financial LP | 945 | $325.8K | 0.00% | +502+113.3% | Added |
| Journey Strategic Wealth LLC | 950 | $327.7K | 0.03% | −140−12.8% | Reduced |
| Kathmere Capital Management, LLC | 951 | $327.9K | 0.05% | −84−8.1% | Reduced |
| Cornerstone Wealth Advisors, Inc. | 955 | $329.3K | 0.12% | 00.0% | Unchanged |
| Mitchell Sinkler & Starr | 959 | $330.6K | 0.10% | +142+17.4% | Added |
| GraniteShares Advisors LLC | 961 | $331.3K | 0.29% | +961 | New |
| EP Wealth Advisors, LLC | 9,724 | $331.9K | 0.01% | −76,901−88.8% | Reduced |
| Diametric Capital, LP | 965 | $332.7K | 0.16% | +965 | New |
| Traphagen Investment Advisors LLC | 970 | $334.6K | 0.05% | +17+1.8% | Added |
| Strategic Blueprint, LLC | 971 | $334.8K | 0.03% | +132+15.7% | Added |
| SkyView Investment Advisors, LLC | 992 | $342.0K | 0.08% | +145+17.1% | Added |
| Kenfarb & Co. | 994 | $342.7K | 0.31% | 00.0% | Unchanged |
| Andesa Financial Management Inc. | 2,134 | $342.7K | 0.18% | +924+76.4% | Added |
| Carnegie Capital Asset Management, LLC | 998 | $344.1K | 0.01% | +2+0.2% | Added |
| Ayrshire Capital Management LLC | 1,000 | $344.8K | 0.24% | 00.0% | Unchanged |
| LGT Fund Management Co Ltd. | 1,000 | $344.8K | 0.15% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 1,009 | $347.9K | 0.09% | +114+12.7% | Added |
| Single Point Partners, LLC | 1,016 | $350.0K | 0.08% | +89+9.6% | Added |