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 |
|---|---|---|---|---|---|
| Ferguson Wellman Capital Management, Inc | 2,060 | $710.2K | 0.02% | −28−1.3% | Reduced |
| NorthCrest Asset Manangement, LLC | 2,060 | $710.2K | 0.03% | +813+65.2% | Added |
| Rehmann Capital Advisory Group | 2,066 | $712.6K | 0.07% | −32−1.5% | Reduced |
| Shelton Capital Management | 2,071 | $714.0K | 0.03% | +3+0.1% | Added |
| PAX Financial Group, LLC | 2,071 | $714.0K | 0.17% | +51+2.5% | Added |
| Hilltop Holdings Inc. | 2,079 | $716.7K | 0.10% | −25−1.2% | Reduced |
| V-Square Quantitative Management LLC | 2,083 | $718.2K | 0.66% | +2,083 | New |
| Colonial Trust Co | 2,084 | $718.5K | 0.18% | −50−2.3% | Reduced |
| Marcum Wealth, LLC | 2,086 | $719.2K | 0.09% | +1,142+121.0% | Added |
| We Are One Seven, LLC | 2,087 | $719.5K | 0.05% | +158+8.2% | Added |
| Qtron Investments LLC | 2,088 | $719.9K | 0.15% | +588+39.2% | Added |
| Thomas White International Ltd | 2,097 | $723.0K | 0.15% | 00.0% | Unchanged |
| Great Diamond Partners, LLC | 2,099 | $723.7K | 0.21% | +21+1.0% | Added |
| Formidable Asset Management, LLC | 2,100 | $724.0K | 0.15% | +2,100 | New |
| Waldron Private Wealth LLC | 2,111 | $727.8K | 0.04% | +175+9.0% | Added |
| Ingalls & Snyder LLC | 2,120 | $731.0K | 0.04% | +300+16.5% | Added |
| Coastline Trust Co | 2,125 | $732.6K | 0.11% | −65−3.0% | Reduced |
| Tranquility Partners, LLC | 2,125 | $732.6K | 0.35% | −30−1.4% | Reduced |
| Lattice Capital Management, LLC | 2,131 | $734.7K | 0.97% | 00.0% | Unchanged |
| Portman Square Capital LLP | 2,140 | $737.8K | 0.19% | 00.0% | Unchanged |
| Winton Group Ltd | 2,140 | $737.8K | 0.04% | +1,425+199.3% | Added |
| Colony Group LLC | 2,176 | $750.0K | 0.01% | −1,459−40.1% | Reduced |
| Shepherd Financial Partners LLC | 2,193 | $755.8K | 0.13% | +10+0.5% | Added |
| Prospera Financial Services Inc | 2,192 | $756.0K | 0.03% | −16−0.7% | Reduced |
| Arthur M. Cohen & Associates, LLC | 2,193 | $756.1K | 0.20% | 00.0% | Unchanged |
| Chicago Trust Co NA | 2,208 | $761.3K | 0.19% | 00.0% | Unchanged |
| Channel Wealth LLC | 2,231 | $769.2K | 0.50% | +2,231 | New |
| Accretive Wealth Partners, LLC | 2,241 | $772.6K | 0.49% | +45+2.0% | Added |
| Conning Inc. | 2,255 | $777.5K | 0.03% | −318−12.4% | Reduced |
| Hancock Whitney Corp | 2,255 | $778.0K | 0.03% | −70−3.0% | Reduced |
| Wade G W & Inc | 2,262 | $780.0K | 0.03% | −53−2.3% | Reduced |
| Kendall Capital Management | 2,266 | $781.0K | 0.38% | −205−8.3% | Reduced |
| Howe & Rusling Inc | 2,273 | $783.7K | 0.09% | −33−1.4% | Reduced |
| Trillium Asset Management, LLC | 2,162 | $784.0K | 0.02% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 2,275 | $784.5K | 0.09% | −7,167−75.9% | Reduced |
| Rossmore Private Capital | 2,280 | $786.1K | 0.12% | −185−7.5% | Reduced |
| Acrisure Capital Management, LLC | 2,284 | $787.5K | 0.80% | +1,215+113.7% | Added |
| United Asset Strategies, Inc. | 2,285 | $787.8K | 0.10% | −168−6.8% | Reduced |
| PFS Investments Inc. | 2,316 | $789.0K | 0.01% | +108+4.9% | Added |
| SageView Advisory Group, LLC | 2,302 | $793.7K | 0.05% | +1,405+156.6% | Added |
| WoodTrust Financial Corp | 2,308 | $795.7K | 0.15% | 00.0% | Unchanged |
| First National Corp | 2,310 | $796.4K | 0.19% | 00.0% | Unchanged |
| Ropes Wealth Advisors LLC | 2,313 | $797.4K | 0.14% | −351−13.2% | Reduced |
| IFP Advisors, Inc | 4,888 | $800.1K | 0.04% | −2,089−29.9% | Reduced |
| Sigma Planning Corp | 2,326 | $802.1K | 0.03% | +681+41.4% | Added |
| Forum Financial Management, LP | 2,330 | $803.3K | 0.02% | +35+1.5% | Added |
| Palumbo Wealth Management LLC | 2,345 | $808.4K | 0.54% | +6+0.3% | Added |
| Westmount Partners, LLC | 2,362 | $814.3K | 0.38% | +4+0.2% | Added |
| Avalon Investment & Advisory | 2,370 | $817.1K | 0.02% | +2,370 | New |
| Capital Analysts, LLC | 2,379 | $820.0K | 0.05% | +45+1.9% | Added |
| Jump Financial, LLC | 2,387 | $823.0K | 0.03% | +2,387 | New |
| Graham Capital Management, L.P. | 2,405 | $829.2K | 0.03% | +2,405 | New |
| Foster Group, Inc. | 2,407 | $829.9K | 0.05% | −120−4.7% | Reduced |
| Jacobi Capital Management LLC | 2,452 | $845.4K | 0.10% | +5+0.2% | Added |
| Schmidt P J Investment Management Inc | 2,394 | $851.3K | 0.18% | −230−8.8% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 2,483 | $856.1K | 0.03% | +642+34.9% | Added |
| Hohimer Wealth Management, LLC | 2,489 | $858.1K | 0.25% | −70−2.7% | Reduced |
| CTC Capital Management, LLC | 2,494 | $859.9K | 1.80% | +2,494 | New |
| Outlook Wealth Advisors, LLC | 2,505 | $863.5K | 0.38% | 00.0% | Unchanged |
| Jacobsen Capital Management | 2,506 | $864.0K | 0.46% | −1,535−38.0% | Reduced |
| Aaron Wealth Advisors | 2,514 | $866.8K | 0.12% | +140+5.9% | Added |
| Foundations Investment Advisors, LLC | 2,523 | $869.9K | 0.03% | +685+37.3% | Added |
| Resources Investment Advisors, LLC. | 2,538 | $875.1K | 0.02% | +297+13.3% | Added |
| Fortis Capital Management LLC | 2,562 | $883.3K | 0.36% | +383+17.6% | Added |
| Bulltick Wealth Management, LLC | 2,566 | $884.7K | 0.23% | +670+35.3% | Added |
| Madison Asset Management, LLC | 2,568 | $885.4K | 0.01% | −311−10.8% | Reduced |
| Keebeck Wealth Management, LLC | 2,572 | $886.7K | 0.14% | +335+15.0% | Added |
| Eastern Bank | 2,618 | $902.6K | 0.05% | −81−3.0% | Reduced |
| AIA Group Ltd | 2,623 | $904.3K | 0.05% | +1,498+133.2% | Added |
| Lincoln Capital LLC | 2,661 | $917.3K | 0.25% | +35+1.3% | Added |
| Pflug Koory, LLC | 2,668 | $919.8K | 0.50% | 00.0% | Unchanged |
| Atom Investors LP | 2,689 | $927.1K | 0.50% | +2,689 | New |
| Csenge Advisory Group | 2,692 | $928.3K | 0.07% | +390+16.9% | Added |
| Dorsey & Whitney Trust CO LLC | 2,699 | $930.5K | 0.08% | +336+14.2% | Added |
| Evergreen Capital Management LLC | 2,713 | $935.4K | 0.04% | +101+3.9% | Added |
| Dividend Assets Capital, LLC | 2,804 | $939.0K | 0.20% | 00.0% | Unchanged |
| Kanawha Capital Management LLC | 2,742 | $945.4K | 0.09% | −10.0% | Reduced |
| Beaumont Financial Advisors, LLC | 2,770 | $955.0K | 0.10% | −82−2.9% | Reduced |
| Savant Capital, LLC | 2,776 | $957.2K | 0.02% | +741+36.4% | Added |
| Resonant Capital Advisors, LLC | 2,777 | $957.4K | 0.11% | +152+5.8% | Added |
| Marshall Financial Group LLC | 2,781 | $958.8K | 0.34% | −92−3.2% | Reduced |
| Wealth Alliance | 2,788 | $961.1K | 0.16% | −46−1.6% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 2,792 | $963.0K | 0.04% | +33+1.2% | Added |
| Oppenheimer & Co Inc | 2,799 | $965.0K | 0.02% | −182−6.1% | Reduced |
| Trust Co of Oklahoma | 2,806 | $967.4K | 0.38% | +289+11.5% | Added |
| Relative Value Partners Group, LLC | 2,811 | $969.1K | 0.07% | −297−9.6% | Reduced |
| HB Wealth Management, LLC | 2,814 | $970.2K | 0.02% | −419−13.0% | Reduced |
| Platform Technology Partners | 2,848 | $981.9K | 0.48% | +153+5.7% | Added |
| Absoluto Partners Gestao de Recursos Ltda | 2,859 | $985.7K | 0.44% | +2,859 | New |
| AdvisorNet Financial, Inc | 2,873 | $990.5K | 0.09% | +49+1.7% | Added |
| Caldwell Investment Management Ltd. | 2,880 | $992.4K | 0.98% | 00.0% | Unchanged |
| GM Advisory Group, Inc. | 2,909 | $1.00M | 0.09% | +7+0.2% | Added |
| Brighton Jones LLC | 2,932 | $1.01M | 0.06% | +10.0% | Added |
| Pinnacle Wealth Planning Services, Inc. | 2,952 | $1.02M | 0.17% | +282+10.6% | Added |
| Main Street Financial Solutions, LLC | 2,952 | $1.02M | 0.15% | +104+3.7% | Added |
| Exchange Capital Management, Inc. | 2,972 | $1.02M | 0.21% | −73−2.4% | Reduced |
| Heritage Trust Co | 2,980 | $1.03M | 0.16% | −146−4.7% | Reduced |
| Sonnipe Ltd | 2,984 | $1.03M | 0.16% | +310+11.6% | Added |
| Mezzasalma Advisors, LLC | 2,995 | $1.03M | 0.73% | −100−3.2% | Reduced |
| Landscape Capital Management, L.L.C. | 3,018 | $1.04M | 0.14% | +3,018 | New |