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 |
|---|---|---|---|---|---|
| Channing Global Advisors, LLC | 4,313 | $1.49M | 1.64% | −772−15.2% | Reduced |
| Bell Bank | 4,317 | $1.49M | 0.16% | −261−5.7% | Reduced |
| XTX Topco Ltd | 4,329 | $1.49M | 0.31% | +4,329 | New |
| Lindsell Train LtdSuperinvestorLindsell Train | 4,400 | $1.52M | 0.03% | 00.0% | Unchanged |
| Great Lakes Retirement, Inc. | 4,435 | $1.53M | 0.29% | +4,435 | New |
| Congress Asset Management Co | 4,439 | $1.53M | 0.01% | +823+22.8% | Added |
| Machina Capital S.A.S. | 4,478 | $1.54M | 1.35% | +3,442+332.2% | Added |
| Whitener Capital Management, Inc. | 4,500 | $1.55M | 0.65% | −600−11.8% | Reduced |
| Mather Group, LLC. | 4,507 | $1.55M | 0.03% | −2,380−34.6% | Reduced |
| American Money Management, LLC | 4,538 | $1.56M | 0.42% | +159+3.6% | Added |
| Integrated Wealth Concepts LLC | 4,610 | $1.59M | 0.03% | +2,385+107.2% | Added |
| Verition Fund Management LLC | 4,636 | $1.60M | 0.03% | −7−0.2% | Reduced |
| Chatham Capital Group, Inc. | 4,660 | $1.61M | 0.36% | −50−1.1% | Reduced |
| Bogart Wealth, LLC | 4,846 | $1.67M | 0.11% | +130+2.8% | Added |
| Argus Investors' Counsel, Inc. | 4,851 | $1.67M | 1.27% | −12−0.2% | Reduced |
| WealthShield Partners, LLC | 4,854 | $1.67M | 0.27% | +174+3.7% | Added |
| SRS Capital Advisors, Inc. | 4,861 | $1.68M | 0.22% | +101+2.1% | Added |
| Anchor Investment Management, LLC | 4,905 | $1.69M | 0.23% | +545+12.5% | Added |
| Solidarilty Wealth, LLC | 4,926 | $1.70M | 0.77% | +4,926 | New |
| Harrell Investment Partners, LLC | 4,930 | $1.70M | 0.60% | +261+5.6% | Added |
| CAPROCK Group, Inc. | 4,944 | $1.70M | 0.13% | +167+3.5% | Added |
| Mount Yale Investment Advisors, LLC | 4,946 | $1.71M | 0.19% | −799−13.9% | Reduced |
| National Asset Management, Inc. | 4,952 | $1.71M | 0.05% | +480+10.7% | Added |
| Skylands Capital, LLC | 4,975 | $1.72M | 0.25% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 4,983 | $1.72M | 0.14% | −212−4.1% | Reduced |
| Cypress Asset Management Inc | 4,986 | $1.72M | 0.59% | −85−1.7% | Reduced |
| WealthPLAN Partners, LLC | 4,989 | $1.72M | 0.20% | −3,550−41.6% | Reduced |
| Viking Fund Management LLC | 5,000 | $1.72M | 0.33% | 00.0% | Unchanged |
| Anson Funds Management LP | 5,000 | $1.72M | 0.54% | +5,000 | New |
| Frisch Financial Group, Inc. | 5,000 | $1.72M | 0.67% | 00.0% | Unchanged |
| Chemistry Wealth Management LLC | 5,002 | $1.72M | 0.60% | +142+2.9% | Added |
| Signaturefd, LLC | 5,004 | $1.73M | 0.05% | −35−0.7% | Reduced |
| AXS Investments LLC | 5,007 | $1.73M | 0.57% | +51+1.0% | Added |
| Quantinno Capital Management LP | 5,015 | $1.73M | 0.11% | +920+22.5% | Added |
| Lederer & Associates Investment Counsel | 5,101 | $1.76M | 1.36% | −4−0.1% | Reduced |
| Belpointe Asset Management LLC | 5,161 | $1.78M | 0.10% | +405+8.5% | Added |
| WD Rutherford LLC | 5,185 | $1.79M | 1.26% | −25−0.5% | Reduced |
| American State Bank (Iowa) | 5,205 | $1.79M | 1.31% | +30+0.6% | Added |
| MMBG Investment Advisors Co. | 5,270 | $1.82M | 0.23% | 00.0% | Unchanged |
| Elite Wealth Management, Inc. | 5,274 | $1.82M | 0.80% | −29−0.5% | Reduced |
| Ritholtz Wealth Management | 5,282 | $1.82M | 0.09% | −490−8.5% | Reduced |
| Ascent Group, LLC | 5,304 | $1.83M | 0.19% | −798−13.1% | Reduced |
| Empowered Funds, LLC | 5,324 | $1.84M | 0.11% | +864+19.4% | Added |
| Horizon Investments, LLC | 5,334 | $1.84M | 0.05% | −1,506−22.0% | Reduced |
| Morse Asset Management, Inc | 5,352 | $1.84M | 0.62% | +4,654+666.8% | Added |
| Private Advisor Group, LLC | 5,393 | $1.86M | 0.02% | +828+18.1% | Added |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 5,395 | $1.86M | 0.00% | −1,397−20.6% | Reduced |
| Insight Wealth Strategies, LLC | 5,400 | $1.86M | 0.37% | −136−2.5% | Reduced |
| Cohen Klingenstein LLC | 5,400 | $1.86M | 0.09% | 00.0% | Unchanged |
| Lido Advisors, LLC | 5,403 | $1.86M | 0.03% | −11,439−67.9% | Reduced |
| Souders Financial Advisors | 5,426 | $1.87M | 0.40% | +12+0.2% | Added |
| Enterprise Bank & Trust Co | 5,461 | $1.88M | 0.81% | −116−2.1% | Reduced |
| Okabena Investment Services Inc | 5,469 | $1.89M | 1.35% | −1,694,531−99.7% | Reduced |
| Boston Private Wealth LLC | 5,503 | $1.90M | 0.03% | −535−8.9% | Reduced |
| Daymark Wealth Partners, LLC | 5,511 | $1.90M | 0.25% | +5,511 | New |
| Guardian Capital LP | 5,580 | $1.92M | 0.06% | +330+6.3% | Added |
| Dodge & Cox | 5,600 | $1.93M | 0.00% | −200−3.4% | Reduced |
| Trust Co of Vermont | 5,619 | $1.94M | 0.14% | −145−2.5% | Reduced |
| Texas Yale Capital Corp. | 5,630 | $1.94M | 0.10% | −40−0.7% | Reduced |
| Centaurus Financial, Inc. | 5,732 | $1.98M | 0.16% | −4,340−43.1% | Reduced |
| Harbor Capital Advisors, Inc. | 5,763 | $1.99M | 0.57% | +5,763 | New |
| Wills Financial Group, Inc. | 5,820 | $2.01M | 1.08% | +1,489+34.4% | Added |
| Illinois Municipal Retirement Fund | 5,870 | $2.02M | 0.04% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 5,879 | $2.03M | 0.01% | −679−10.4% | Reduced |
| Caxton Associates LP | 5,894 | $2.03M | 0.32% | +5,894 | New |
| Paradigm Financial Partners, LLC | 5,921 | $2.04M | 0.55% | +160+2.8% | Added |
| Clearstead Advisors, LLC | 5,942 | $2.05M | 0.15% | +52+0.9% | Added |
| Legacy Financial Strategies, LLC | 5,963 | $2.06M | 0.76% | +563+10.4% | Added |
| Regents of the University of California | 6,000 | $2.07M | 0.38% | 00.0% | Unchanged |
| Harbert Fund Advisors, Inc. | 6,000 | $2.07M | 1.48% | +2,000+50.0% | Added |
| Vident Investment Advisory, LLC | 6,003 | $2.07M | 0.07% | +607+11.2% | Added |
| Veriti Management LLC | 6,082 | $2.10M | 0.25% | +716+13.3% | Added |
| Fisher Asset Management, LLC | 6,117 | $2.11M | 0.00% | +2,944+92.8% | Added |
| FDx Advisors, Inc. | 6,323 | $2.12M | 0.09% | 00.0% | Unchanged |
| Ceera Investments, LLC | 6,171 | $2.13M | 1.36% | 00.0% | Unchanged |
| Sustainable Insight Capital Management, LLC | 6,259 | $2.16M | 2.17% | +1,514+31.9% | Added |
| Intrust Bank NA | 6,275 | $2.16M | 0.28% | +176+2.9% | Added |
| George Kaiser Family Foundation | 6,289 | $2.17M | 0.35% | 00.0% | Unchanged |
| Windmill Hill Asset Management Ltd | 6,290 | $2.17M | 1.50% | 00.0% | Unchanged |
| Spears Abacus Advisors LLC | 6,306 | $2.17M | 0.19% | −130−2.0% | Reduced |
| Tokio Marine Asset Management Co Ltd | 6,317 | $2.18M | 0.15% | +817+14.9% | Added |
| Cetera Advisors LLC | 6,326 | $2.18M | 0.04% | +191+3.1% | Added |
| GAM Holding AG | 6,360 | $2.19M | 0.15% | +64+1.0% | Added |
| Stratos Wealth Partners, LTD. | 6,363 | $2.19M | 0.06% | −246−3.7% | Reduced |
| Oakmont Corp | 6,392 | $2.20M | 0.30% | 00.0% | Unchanged |
| Delta Investment Management, LLC | 6,441 | $2.22M | 0.64% | −166−2.5% | Reduced |
| Sit Investment Associates Inc | 6,459 | $2.23M | 0.06% | +6,395+9,992.2% | Added |
| Bessemer Securities LLC | 6,557 | $2.26M | 1.06% | −478−6.8% | Reduced |
| J. W. Coons Advisors, LLC | 6,563 | $2.26M | 0.65% | 00.0% | Unchanged |
| Cypress Capital Group | 6,576 | $2.27M | 0.35% | −689−9.5% | Reduced |
| Herold Advisors, Inc. | 6,670 | $2.30M | 0.79% | −750−10.1% | Reduced |
| Hills Bank & Trust Co | 6,683 | $2.30M | 0.32% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 6,809 | $2.35M | 0.03% | +1,522+28.8% | Added |
| CM Wealth Advisors LLC | 6,907 | $2.35M | 0.45% | +6,907 | New |
| Williams Jones Wealth Management, LLC. | 6,886 | $2.37M | 0.04% | −15−0.2% | Reduced |
| Duncker Streett & Co Inc | 6,895 | $2.38M | 0.57% | 00.0% | Unchanged |
| Fortress Wealth Management, Inc. | 6,937 | $2.39M | 1.68% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 7,001 | $2.41M | 0.04% | +110+1.6% | Added |
| Montag A & Associates Inc | 7,080 | $2.44M | 0.16% | −538−7.1% | Reduced |
| PEAK6 Investments LLC | 7,099 | $2.45M | 0.16% | +505+7.7% | Added |