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 |
|---|---|---|---|---|---|
| Meritage Portfolio Management | 1,515 | $522.0K | 0.04% | −1,063−41.2% | Reduced |
| Claro Advisors LLC | 1,525 | $525.8K | 0.15% | +149+10.8% | Added |
| Icon Wealth Partners, LLC | 1,533 | $528.5K | 0.06% | +1,533 | New |
| Hoxton Planning & Management, LLC | 1,535 | $529.2K | 0.29% | +30+2.0% | Added |
| My Legacy Advisors, LLC | 1,570 | $532.0K | 0.23% | +52+3.4% | Added |
| Bridgefront Capital, LLC | 1,544 | $532.3K | 0.32% | +338+28.0% | Added |
| FineMark National Bank & Trust | 1,549 | $534.0K | 0.02% | +147+10.5% | Added |
| Stonegate Investment Group, LLC | 1,549 | $534.1K | 0.02% | −40−2.5% | Reduced |
| Rodgers Brothers Inc. | 1,555 | $536.1K | 0.10% | −25−1.6% | Reduced |
| ISAM Funds (UK) Ltd | 1,557 | $536.8K | 0.68% | +1,557 | New |
| Baker Tilly Wealth Management, LLC | 1,562 | $538.5K | 0.06% | −351−18.3% | Reduced |
| Moseley Investment Management Inc | 1,570 | $541.2K | 0.35% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 1,572 | $542.0K | 0.01% | +226+16.8% | Added |
| Michael B. Yongue | 1,577 | $543.7K | 0.52% | 00.0% | Unchanged |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 1,600 | $546.0K | 0.32% | 00.0% | Unchanged |
| Regal Investment Advisors LLC | 1,589 | $547.8K | 0.05% | +467+41.6% | Added |
| Lazard Freres Gestion S.A.S. | 1,590 | $548.0K | 0.02% | +100+6.7% | Added |
| Beach Investment Counsel Inc | 1,600 | $552.0K | 0.07% | 00.0% | Unchanged |
| Legacy Capital Wealth Partners, LLC | 1,610 | $555.2K | 0.15% | +1,610 | New |
| Empirical Asset Management, LLC | 1,622 | $559.3K | 0.54% | +114+7.6% | Added |
| Balboa Wealth Partners | 1,627 | $561.1K | 0.21% | −555−25.4% | Reduced |
| Baron Wealth Management LLC | 1,633 | $563.0K | 0.40% | +16+1.0% | Added |
| Bowman & Co S.C. | 1,635 | $563.8K | 0.41% | +151+10.2% | Added |
| EPG Wealth Management LLC | 1,651 | $569.3K | 0.18% | +1,010+157.6% | Added |
| Opal Wealth Advisors, LLC | 1,654 | $570.3K | 0.33% | +1,654 | New |
| Oak Thistle LLC | 1,661 | $572.7K | 0.34% | +1,661 | New |
| Virtue Capital Management, LLC | 1,688 | $574.2K | 0.09% | −650−27.8% | Reduced |
| FJ Capital Management LLC | 1,675 | $577.5K | 0.07% | +457+37.5% | Added |
| Arcadia Investment Management Corp | 1,680 | $579.2K | 0.13% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,681 | $579.6K | 0.07% | +49+3.0% | Added |
| CoreFirst Bank & Trust | 1,686 | $581.3K | 0.42% | −15−0.9% | Reduced |
| Geller Advisors LLC | 1,686 | $581.3K | 0.09% | +205+13.8% | Added |
| World Equity Group, Inc. | 23,741 | $581.5K | 0.10% | +22,953+2,912.8% | Added |
| Headlands Technologies LLC | 1,687 | $581.6K | 0.39% | +875+107.8% | Added |
| Los Angeles Capital Management LLC | 1,696 | $584.7K | 0.00% | −226−11.8% | Reduced |
| Foster Dykema Cabot & Co Inc | 1,698 | $585.0K | 0.08% | 00.0% | Unchanged |
| Israel Discount Bank of New York | 1,700 | $586.1K | 0.44% | −10−0.6% | Reduced |
| Financial Consulate, Inc | 1,700 | $586.1K | 0.20% | +232+15.8% | Added |
| Waters Parkerson & Co., LLC | 1,703 | $587.0K | 0.03% | +3+0.2% | Added |
| Heritage Wealth Management, Inc./Texas | 1,707 | $588.5K | 0.57% | −12−0.7% | Reduced |
| Lavaca Capital LLC | 1,700 | $588.7K | 0.14% | +170+11.1% | Added |
| Magnolia Capital Advisors LLC | 1,715 | $591.1K | 0.30% | +73+4.4% | Added |
| First National Bank of Hutchinson | 1,717 | $592.0K | 0.47% | +53+3.2% | Added |
| Tilt Investment Management Holdings, PBC | 1,766 | $592.9K | 0.44% | +225+14.6% | Added |
| Meridian Wealth Partners, LLC | 1,724 | $594.4K | 0.13% | +37+2.2% | Added |
| Sunflower Bank, N.A. | 1,730 | $596.5K | 0.13% | −18−1.0% | Reduced |
| Oak Harbor Wealth Partners, LLC | 1,731 | $596.9K | 0.22% | +236+15.8% | Added |
| Summit X, LLC | 1,731 | $597.5K | 0.15% | +17+1.0% | Added |
| Covenant Partners, LLC | 1,735 | $598.2K | 0.23% | 00.0% | Unchanged |
| Aspire Wealth Management Corp | 1,739 | $599.6K | 0.49% | 00.0% | Unchanged |
| Leonteq Securities AG | 1,739 | $599.6K | 0.06% | +692+66.1% | Added |
| Founders Financial Securities LLC | 1,742 | $600.6K | 0.09% | +353+25.4% | Added |
| Alpha Cubed Investments, LLC | 1,755 | $605.0K | 0.04% | −204−10.4% | Reduced |
| Ninepoint Partners LP | 1,757 | $605.8K | 0.08% | +466+36.1% | Added |
| Mendel Capital Management LLC | 1,758 | $606.2K | 0.55% | +240+15.8% | Added |
| Penserra Capital Management LLC | 1,775 | $611.0K | 0.01% | 00.0% | Unchanged |
| Wealthsource Partners, LLC | 1,775 | $612.0K | 0.04% | −11−0.6% | Reduced |
| Red Spruce Capital, LLC | 1,776 | $612.3K | 0.36% | +26+1.5% | Added |
| Engineers Gate Manager LP | 1,778 | $613.0K | 0.03% | +838+89.1% | Added |
| Fukoku Mutual Life Insurance Co | 1,790 | $617.1K | 0.06% | 00.0% | Unchanged |
| RiverPark Advisors, LLC | 1,790 | $617.1K | 0.41% | 00.0% | Unchanged |
| Concentric Capital Strategies, LP | 1,797 | $619.6K | 0.21% | +35+2.0% | Added |
| Griffin Asset Management, Inc. | 1,800 | $620.6K | 0.09% | 00.0% | Unchanged |
| Ironwood Investment Counsel, LLC | 1,801 | $621.1K | 0.15% | +555+44.5% | Added |
| Symmetry Partners, LLC | 1,803 | $622.0K | 0.03% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,816 | $626.1K | 0.03% | +12+0.7% | Added |
| Radnor Capital Management, LLC | 1,818 | $627.0K | 0.16% | +20+1.1% | Added |
| Financial Advocates Investment Management | 1,834 | $632.2K | 0.05% | +51+2.9% | Added |
| TrinityPoint Wealth, LLC | 1,837 | $633.4K | 0.14% | +37+2.1% | Added |
| Strategic Wealth Partners, Ltd. | 1,840 | $634.5K | 0.10% | +1,178+177.9% | Added |
| Atlas Private Wealth Management | 1,850 | $637.8K | 0.38% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 1,854 | $639.0K | 0.02% | −75−3.9% | Reduced |
| Ronald Blue Trust, Inc. | 1,912 | $640.0K | 0.01% | +65+3.5% | Added |
| Moors & Cabot, Inc. | 1,869 | $644.3K | 0.04% | +54+3.0% | Added |
| NorthRock Partners, LLC | 1,869 | $644.4K | 0.07% | +91+5.1% | Added |
| Summit Financial, LLC | 1,872 | $645.6K | 0.06% | +11+0.6% | Added |
| McDonald Partners LLC | 1,888 | $650.8K | 0.21% | +27+1.5% | Added |
| Charter Trust Co | 1,892 | $652.3K | 0.05% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 1,892 | $652.3K | 0.11% | +62+3.4% | Added |
| City Holding Co | 1,904 | $656.4K | 0.12% | +75+4.1% | Added |
| Edgestream Partners, L.P. | 1,908 | $657.8K | 0.07% | +1,908 | New |
| Guardian Wealth Advisors, LLC | 1,911 | $659.0K | 0.52% | +175+10.1% | Added |
| Townsend Asset Management Corp | 1,925 | $663.8K | 0.34% | +7+0.4% | Added |
| Dimension Capital Management LLC | 1,929 | $665.1K | 0.15% | 00.0% | Unchanged |
| Monterey Private Wealth, Inc. | 1,935 | $667.0K | 0.34% | +5+0.3% | Added |
| Prudent Man Advisors, LLC | 1,935 | $667.0K | 0.26% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 1,950 | $672.0K | 0.07% | +1,950 | New |
| Cresset Asset Management, LLC | 1,959 | $675.4K | 0.01% | −2,187−52.7% | Reduced |
| Emerald Advisers, LLC | 1,977 | $681.6K | 0.03% | 00.0% | Unchanged |
| JGP Global Gestao de Recursos Ltda. | 834 | $685.3K | 0.77% | −2,766−76.8% | Reduced |
| Avantax Planning Partners, Inc. | 1,988 | $685.4K | 0.03% | −26−1.3% | Reduced |
| Employees Retirement System of Texas | 2,000 | $690.0K | 0.01% | −56,000−96.6% | Reduced |
| Center for Financial Planning, Inc. | 2,003 | $690.6K | 0.16% | −155−7.2% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 2,014 | $694.4K | 0.35% | −162−7.4% | Reduced |
| Wedmont Private Capital | 2,051 | $694.9K | 0.09% | −2−0.1% | Reduced |
| NBT Bank N A | 2,025 | $698.2K | 0.10% | 00.0% | Unchanged |
| ERn Financial, LLC | 2,049 | $706.6K | 0.16% | −316−13.4% | Reduced |
| Thrive Wealth Management, LLC | 2,050 | $706.7K | 0.18% | +320+18.5% | Added |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 2,054 | $708.2K | 0.42% | +2,054 | New |
| Cyndeo Wealth Partners, LLC | 2,055 | $708.5K | 0.08% | +483+30.7% | Added |