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 |
|---|---|---|---|---|---|
| Rosenblum Silverman Sutton S F Inc | 1,024 | $352.9K | 0.13% | −15−1.4% | Reduced |
| Patten & Patten Inc | 1,024 | $353.0K | 0.03% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 1,029 | $357.2K | 0.02% | −259−20.1% | Reduced |
| Verdence Capital Advisors LLC | 1,048 | $361.2K | 0.04% | +100+10.5% | Added |
| Legacy Financial Advisors, Inc. | 1,052 | $362.8K | 0.07% | +104+11.0% | Added |
| Magellan Asset Management Ltd | 1,055 | $363.7K | 0.00% | +8+0.8% | Added |
| Moneta Group Investment Advisors LLC | 1,060 | $365.5K | 0.01% | +221+26.3% | Added |
| First National Bank of South Miami | 1,062 | $366.1K | 0.29% | −137−11.4% | Reduced |
| PFG Investments, LLC | 1,062 | $366.3K | 0.07% | +1,062 | New |
| West Family Investments, Inc. | 1,066 | $367.5K | 0.15% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 1,068 | $368.2K | 0.07% | −22−2.0% | Reduced |
| Headinvest, LLC | 1,070 | $368.9K | 0.08% | −28−2.6% | Reduced |
| Elgethun Capital Management | 1,083 | $370.5K | 0.12% | 00.0% | Unchanged |
| Shulman DeMeo Asset Management LLC | 1,078 | $371.6K | 0.12% | +1+0.1% | Added |
| West Michigan Advisors, LLC | 1,085 | $374.1K | 0.21% | +38+3.6% | Added |
| Beacon Bridge Wealth Partners, LLC | 1,089 | $375.6K | 0.23% | +8+0.7% | Added |
| Goodman Advisory Group, LLC | 1,092 | $376.5K | 0.21% | −66−5.7% | Reduced |
| Private Portfolio Partners LLC | 1,093 | $376.8K | 0.10% | −250−18.6% | Reduced |
| Avestar Capital, LLC | 1,099 | $378.9K | 0.08% | +45+4.3% | Added |
| Sheaff Brock Investment Advisors, LLC | 1,099 | $379.1K | 0.04% | +2+0.2% | Added |
| Lincoln National Corp | 1,105 | $380.9K | 0.01% | +299+37.1% | Added |
| One Wealth Advisors, LLC | 1,115 | $384.4K | 0.09% | +222+24.9% | Added |
| StoneX Group Inc. | 1,141 | $393.2K | 0.04% | +1,141 | New |
| Epic Trust Investment Advisors, LLC | 1,141 | $393.4K | 0.49% | −513−31.0% | Reduced |
| Twinbeech Capital LP | 1,143 | $394.1K | 0.01% | −5,503−82.8% | Reduced |
| Smith Shellnut Wilson LLC | 1,143 | $394.1K | 0.24% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 1,149 | $396.1K | 0.04% | −36−3.0% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 1,159 | $399.6K | 0.05% | −6−0.5% | Reduced |
| Independence Bank of Kentucky | 1,167 | $402.3K | 0.17% | −3−0.3% | Reduced |
| Waddell & Associates, LLC | 1,172 | $404.1K | 0.06% | 00.0% | Unchanged |
| Prossimo Advisors, LLC | 1,175 | $405.0K | 0.99% | 00.0% | Unchanged |
| Crestmont Private Wealth LLC | 1,178 | $406.1K | 0.27% | +170+16.9% | Added |
| Gryphon Financial Partners LLC | 1,184 | $408.3K | 0.10% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 1,185 | $408.6K | 0.08% | +28+2.4% | Added |
| PDS Planning, Inc | 1,186 | $408.9K | 0.06% | +503+73.6% | Added |
| Parkside Financial Bank & Trust | 1,186 | $408.9K | 0.11% | −521−30.5% | Reduced |
| IHT Wealth Management, LLC | 1,188 | $409.7K | 0.02% | +214+22.0% | Added |
| Sunbelt Securities, Inc. | 1,201 | $409.9K | 0.07% | +6+0.5% | Added |
| LWM Advisory Services, LLC | 1,193 | $411.6K | 0.44% | −224−15.8% | Reduced |
| Smithfield Trust Co | 1,210 | $413.0K | 0.03% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 1,190 | $413.7K | 0.02% | +44+3.8% | Added |
| SeaCrest Wealth Management, LLC | 1,200 | $413.7K | 0.06% | +93+8.4% | Added |
| Lombard Odier Asset Management (USA) Corp | 1,205 | $415.4K | 0.07% | +5+0.4% | Added |
| CX Institutional | 1,212 | $419.6K | 0.02% | +121+11.1% | Added |
| Joule Financial, LLC | 1,218 | $419.9K | 0.23% | −1,600−56.8% | Reduced |
| Richard W. Paul & Associates, LLC | 1,219 | $420.4K | 0.19% | +130+11.9% | Added |
| Fidelis Capital Partners, LLC | 1,187 | $420.4K | 0.18% | +1,187 | New |
| Founders Financial Alliance, LLC | 1,220 | $422.7K | 0.21% | −9−0.7% | Reduced |
| Financial Insights, Inc. | 1,228 | $423.4K | 0.17% | +516+72.5% | Added |
| Centerpoint Advisors, LLC | 1,234 | $425.0K | 0.18% | +2+0.2% | Added |
| U.S. Capital Wealth Advisors, LLC | 1,239 | $427.3K | 0.02% | +224+22.1% | Added |
| Country Club Bank | 1,254 | $428.0K | 0.04% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 1,244 | $428.8K | 0.41% | +5+0.4% | Added |
| Ambassador Advisors, LLC | 1,192 | $429.5K | 0.10% | −8−0.7% | Reduced |
| Summit Trail Advisors, LLC | 1,248 | $430.3K | 0.02% | +131+11.7% | Added |
| Naples Global Advisors, LLC | 1,252 | $431.7K | 0.05% | 00.0% | Unchanged |
| Janney Capital Management LLC | 1,257 | $433.0K | 0.03% | −87−6.5% | Reduced |
| Symphony Financial, Ltd. Co. | 1,273 | $435.2K | 0.11% | −1,025−44.6% | Reduced |
| Relyea Zuckerberg Hanson LLC | 1,266 | $436.5K | 0.11% | +12+1.0% | Added |
| Leavell Investment Management, Inc. | 1,272 | $439.0K | 0.03% | +3+0.2% | Added |
| Arkadios Wealth Advisors | 1,276 | $440.0K | 0.05% | +607+90.7% | Added |
| Columbus Macro, LLC | 1,278 | $440.8K | 0.16% | +75+6.2% | Added |
| Mill Creek Capital Advisors, LLC | 1,293 | $445.8K | 0.02% | +421+48.3% | Added |
| Dynamic Advisor Solutions LLC | 1,295 | $446.5K | 0.03% | −244−15.9% | Reduced |
| Royal Capital Wealth Management, LLC | 1,300 | $448.0K | 0.45% | 00.0% | Unchanged |
| Wambolt & Associates, LLC | 1,294 | $448.1K | 0.16% | −44−3.3% | Reduced |
| Transamerica Financial Advisors, Inc. | 1,304 | $450.0K | 0.06% | +124+10.5% | Added |
| Community Bank, N.A. | 1,306 | $450.3K | 0.06% | −25−1.9% | Reduced |
| First Interstate Bank | 1,320 | $455.1K | 0.03% | 00.0% | Unchanged |
| Applied Capital LLC | 1,321 | $455.4K | 0.45% | −35−2.6% | Reduced |
| Douglas Lane & Associates, LLC | 1,321 | $455.4K | 0.01% | +5+0.4% | Added |
| Elevated Capital Advisors, LLC | 1,324 | $456.5K | 0.16% | +28+2.2% | Added |
| Level Four Advisory Services, LLC | 1,325 | $456.8K | 0.03% | +154+13.2% | Added |
| WMS Partners, LLC | 1,325 | $456.8K | 0.04% | −70−5.0% | Reduced |
| Mutual Advisors, LLC | 1,328 | $457.9K | 0.02% | +195+17.2% | Added |
| Welch & Forbes LLC | 1,349 | $465.1K | 0.01% | −98−6.8% | Reduced |
| Hollencrest Capital Management | 1,351 | $465.7K | 0.05% | +1,340+12,181.8% | Added |
| Forte Capital LLC | 1,352 | $466.1K | 0.07% | +8+0.6% | Added |
| CWS Financial Advisors, LLC | 1,354 | $466.8K | 0.19% | +1,354 | New |
| Wesbanco Bank Inc | 1,361 | $469.0K | 0.02% | −16−1.2% | Reduced |
| Allstate Corp | 1,363 | $469.9K | 0.03% | −14,379−91.3% | Reduced |
| Buttonwood Financial Advisors Inc. | 1,365 | $470.6K | 0.37% | +27+2.0% | Added |
| MainStreet Investment Advisors LLC | 1,367 | $471.3K | 0.05% | +1,367 | New |
| Mission Wealth Management, LP | 1,378 | $475.1K | 0.02% | +29+2.1% | Added |
| Qsemble Capital Management, LP | 1,380 | $475.8K | 0.32% | +1,380 | New |
| TD Private Client Wealth LLC | 1,398 | $482.0K | 0.02% | +804+135.4% | Added |
| Clifford Swan Investment Counsel LLC | 1,414 | $487.5K | 0.02% | −1−0.1% | Reduced |
| Cary Street Partner Investment Advisory LLC | 1,428 | $492.3K | 0.04% | −96−6.3% | Reduced |
| Amica Retiree Medical Trust | 1,429 | $493.0K | 0.52% | −336−19.0% | Reduced |
| Fulton Bank, N.A. | 1,446 | $498.5K | 0.03% | +195+15.6% | Added |
| Cantor Fitzgerald, L. P. | 1,451 | $500.3K | 0.01% | +1,451 | New |
| New Hampshire Trust | 1,465 | $505.1K | 0.14% | 00.0% | Unchanged |
| Wallace Advisory Group, LLC | 1,470 | $506.8K | 0.39% | −46−3.0% | Reduced |
| Capital Asset Advisory Services LLC | 1,471 | $507.3K | 0.04% | −304−17.1% | Reduced |
| Circle Wealth Management, LLC | 1,490 | $513.7K | 0.07% | −11−0.7% | Reduced |
| Nova R Wealth, Inc. | 1,492 | $514.3K | 0.35% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,492 | $514.4K | 0.08% | −4−0.3% | Reduced |
| Nicholas Hoffman & Company, LLC. | 1,492 | $514.4K | 0.05% | 00.0% | Unchanged |
| Spinnaker Trust | 1,497 | $516.1K | 0.04% | 00.0% | Unchanged |
| Davidson Trust Co | 1,502 | $517.8K | 0.40% | +19+1.3% | Added |