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 |
|---|---|---|---|---|---|
| Boston Partners | 3,051 | $1.05M | 0.00% | −1,930−38.7% | Reduced |
| Lee Financial Co | 3,056 | $1.05M | 0.18% | +645+26.8% | Added |
| MAI Capital Management | 3,057 | $1.05M | 0.02% | −458−13.0% | Reduced |
| Ellevest, Inc. | 3,065 | $1.06M | 0.08% | +766+33.3% | Added |
| Balentine LLC | 3,070 | $1.06M | 0.04% | −611−16.6% | Reduced |
| Dohj, LLC | 3,078 | $1.06M | 0.54% | −238−7.2% | Reduced |
| Sepio Capital, LP | 3,078 | $1.06M | 0.10% | −23−0.7% | Reduced |
| Proequities, Inc. | 3,078 | $1.06M | 0.08% | −3,485−53.1% | Reduced |
| Canandaigua National Bank & Trust Co | 3,101 | $1.07M | 0.18% | +3,101 | New |
| Transatlantique Private Wealth LLC | 3,186 | $1.08M | 0.60% | +10.0% | Added |
| Bryn Mawr Trust Co | 3,148 | $1.09M | 0.05% | +590+23.1% | Added |
| Conestoga Capital Advisors, LLC | 3,175 | $1.09M | 0.02% | 00.0% | Unchanged |
| Comprehensive Financial Consultants Institutional, Inc. | 3,175 | $1.09M | 0.62% | +162+5.4% | Added |
| Nichols & Pratt Advisers LLP | 3,200 | $1.10M | 0.08% | −850−21.0% | Reduced |
| Strategic Wealth Partners Group LLC | 3,164 | $1.11M | 0.18% | +919+40.9% | Added |
| First Bank & Trust | 3,211 | $1.11M | 0.29% | +316+10.9% | Added |
| Sequoia Financial Advisors, LLC | 3,249 | $1.12M | 0.02% | +153+4.9% | Added |
| Monumental Financial Group Inc. | 3,264 | $1.13M | 0.81% | +265+8.8% | Added |
| Checchi Capital Advisers, LLC | 3,267 | $1.13M | 0.11% | +277+9.3% | Added |
| Flagship Harbor Advisors, LLC | 3,277 | $1.13M | 0.11% | +237+7.8% | Added |
| Quadrant Capital Group LLC | 3,282 | $1.13M | 0.12% | −245−6.9% | Reduced |
| Fosun International Ltd | 3,310 | $1.14M | 0.11% | +2,095+172.4% | Added |
| Nomura Holdings Inc | 3,319 | $1.14M | 0.01% | −431−11.5% | Reduced |
| Venturi Wealth Management, LLC | 3,334 | $1.15M | 0.09% | −153−4.4% | Reduced |
| Pine Valley Investments Ltd Liability Co | 3,923 | $1.15M | 0.18% | +3,923 | New |
| Fort Point Capital Partners LLC | 3,360 | $1.16M | 0.19% | +83+2.5% | Added |
| Inceptionr LLC | 3,367 | $1.16M | 0.37% | +2,371+238.1% | Added |
| Woodstock Corp | 3,373 | $1.16M | 0.15% | −29−0.9% | Reduced |
| Fox Run Management, L.L.C. | 3,384 | $1.17M | 0.38% | +2,359+230.1% | Added |
| Ballentine Partners, LLC | 3,385 | $1.17M | 0.03% | −30−0.9% | Reduced |
| Abundance Wealth Counselors | 3,405 | $1.17M | 0.30% | −615−15.3% | Reduced |
| Reynders McVeigh Capital Management, LLC | 3,430 | $1.18M | 0.08% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 3,433 | $1.18M | 0.11% | +438+14.6% | Added |
| Voya Financial Advisors, Inc. | 3,468 | $1.18M | 0.15% | −300−8.0% | Reduced |
| Catalyst Wealth Management, LLC | 3,444 | $1.19M | 1.11% | +174+5.3% | Added |
| Parallel Advisors, LLC | 3,479 | $1.20M | 0.04% | −417−10.7% | Reduced |
| Chilton Investment Co LLC | 3,481 | $1.20M | 0.04% | +399+12.9% | Added |
| Boston Trust Walden Corp | 3,486 | $1.20M | 0.01% | −100−2.8% | Reduced |
| Tealwood Asset Management Inc | 3,509 | $1.21M | 0.62% | −125−3.4% | Reduced |
| Dynamic Technology Lab Private Ltd | 3,555 | $1.23M | 0.11% | +741+26.3% | Added |
| Baldwin Brothers Inc | 3,580 | $1.23M | 0.11% | 00.0% | Unchanged |
| Roundview Capital LLC | 3,611 | $1.24M | 0.13% | +1,124+45.2% | Added |
| Perigon Wealth Management, LLC | 3,621 | $1.25M | 0.07% | −9−0.2% | Reduced |
| Geneva Capital Management LLC | 3,629 | $1.25M | 0.03% | −271−6.9% | Reduced |
| W.H. Cornerstone Investments Inc. | 3,642 | $1.26M | 1.14% | +758+26.3% | Added |
| DoubleLine ETF Adviser LP | 3,645 | $1.26M | 0.54% | −1,053−22.4% | Reduced |
| Moody National Bank Trust Division | 3,653 | $1.26M | 0.11% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 3,668 | $1.26M | 0.52% | +709+24.0% | Added |
| Buckingham Strategic Wealth, LLC | 3,782 | $1.27M | 0.02% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 3,679 | $1.27M | 0.46% | −10.0% | Reduced |
| River Wealth Advisors LLC | 3,686 | $1.27M | 0.23% | −10−0.3% | Reduced |
| Versor Investments LP | 3,692 | $1.27M | 0.17% | +2,892+361.5% | Added |
| BancorpSouth Bank | 3,727 | $1.28M | 0.12% | −87−2.3% | Reduced |
| Aristotle Atlantic Partners, LLC | 3,740 | $1.29M | 0.07% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 3,743 | $1.29M | 0.31% | +111+3.1% | Added |
| HBK Sorce Advisory LLC | 3,784 | $1.30M | 0.06% | −2,726−41.9% | Reduced |
| Davis R M Inc | 3,793 | $1.31M | 0.03% | 00.0% | Unchanged |
| Hamilton Point Investment Advisors, LLC | 3,800 | $1.31M | 0.32% | 00.0% | Unchanged |
| Argent Trust Co | 3,812 | $1.31M | 0.08% | +88+2.4% | Added |
| GYL Financial Synergies, LLC | 3,817 | $1.32M | 0.16% | −78−2.0% | Reduced |
| Arden Trust Co | 3,816 | $1.32M | 0.24% | −178−4.5% | Reduced |
| Trust Asset Management LLC | 3,825 | $1.32M | 0.15% | −124−3.1% | Reduced |
| Spire Wealth Management | 3,852 | $1.33M | 0.05% | −81−2.1% | Reduced |
| Krilogy Financial LLC | 3,856 | $1.33M | 0.11% | +2,306+148.8% | Added |
| Brookfield Asset Management Inc. | 3,857 | $1.33M | 0.01% | −6,921−64.2% | Reduced |
| Private Trust Co NA | 3,862 | $1.33M | 0.18% | −56−1.4% | Reduced |
| Evercore Wealth Management, LLC | 3,871 | $1.33M | 0.03% | 00.0% | Unchanged |
| Profund Advisors LLC | 3,904 | $1.35M | 0.08% | −182−4.5% | Reduced |
| Cigna Investments Inc | 3,943 | $1.36M | 0.27% | −148−3.6% | Reduced |
| Guyasuta Investment Advisors Inc | 3,966 | $1.37M | 0.11% | +113+2.9% | Added |
| Gotham Asset Management, LLC | 3,981 | $1.37M | 0.03% | −4,088−50.7% | Reduced |
| Davy Global Fund Management Ltd | 3,981 | $1.37M | 0.26% | −188−4.5% | Reduced |
| Fund Management at Engine No. 1 LLC | 3,992 | $1.38M | 0.28% | +326+8.9% | Added |
| Redwood Investments, LLC | 3,995 | $1.38M | 0.18% | +42+1.1% | Added |
| Decatur Capital Management, Inc. | 4,002 | $1.38M | 1.04% | −755−15.9% | Reduced |
| Excalibur Management Corp | 4,003 | $1.38M | 0.72% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 4,014 | $1.38M | 0.07% | −755−15.8% | Reduced |
| Apollon Wealth Management, LLC | 4,055 | $1.40M | 0.09% | −138−3.3% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 4,065 | $1.40M | 0.02% | +81+2.0% | Added |
| Two Sigma Securities, LLC | 4,071 | $1.40M | 0.12% | +1,623+66.3% | Added |
| Stevens Capital Management LP | 4,073 | $1.40M | 0.35% | +2,493+157.8% | Added |
| Wedbush Securities Inc | 4,082 | $1.41M | 0.07% | +208+5.4% | Added |
| Cutler Investment Counsel LLC | 4,091 | $1.41M | 0.22% | +6+0.1% | Added |
| Sterling Investment Management, Inc. | 4,094 | $1.41M | 1.12% | −59−1.4% | Reduced |
| Blue Fin Capital, Inc. | 4,075 | $1.42M | 0.46% | −22−0.5% | Reduced |
| Coldstream Capital Management Inc | 4,120 | $1.42M | 0.05% | +121+3.0% | Added |
| Lumature Wealth Partners, LLC | 4,131 | $1.42M | 0.80% | −562−12.0% | Reduced |
| Parsons Capital Management Inc | 4,135 | $1.43M | 0.11% | −72−1.7% | Reduced |
| Twin Capital Management Inc | 4,143 | $1.43M | 0.20% | +4,143 | New |
| WealthPlan Investment Management, LLC | 4,147 | $1.43M | 0.25% | −4,392−51.4% | Reduced |
| Meeder Advisory Services, Inc. | 4,186 | $1.44M | 0.17% | +164+4.1% | Added |
| Avitas Wealth Management LLC | 4,192 | $1.45M | 0.28% | −25−0.6% | Reduced |
| Legato Capital Management LLC | 4,196 | $1.45M | 0.26% | +272+6.9% | Added |
| Gladstone Institutional Advisory LLC | 4,206 | $1.45M | 0.09% | −1,756−29.5% | Reduced |
| Clarius Group, LLC | 4,207 | $1.45M | 0.12% | −410−8.9% | Reduced |
| Consolidated Planning Corp | 4,249 | $1.46M | 0.38% | −136−3.1% | Reduced |
| IMS Capital Management | 4,256 | $1.47M | 0.87% | +30+0.7% | Added |
| Capital Group Investment Management Pte. Ltd. | 4,265 | $1.47M | 0.08% | −370−8.0% | Reduced |
| Ashford Capital Management Inc | 4,281 | $1.48M | 0.22% | +27+0.6% | Added |
| Polaris Wealth Advisory Group, LLC | 4,283 | $1.48M | 0.11% | 00.0% | Unchanged |