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 |
|---|---|---|---|---|---|
| NBT Bank N A | 2,025 | $698.2K | 0.10% | 00.0% | Unchanged |
| Wedmont Private Capital | 2,051 | $694.9K | 0.09% | −2−0.1% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 2,014 | $694.4K | 0.35% | −162−7.4% | Reduced |
| Center for Financial Planning, Inc. | 2,003 | $690.6K | 0.16% | −155−7.2% | Reduced |
| Employees Retirement System of Texas | 2,000 | $690.0K | 0.01% | −56,000−96.6% | Reduced |
| Avantax Planning Partners, Inc. | 1,988 | $685.4K | 0.03% | −26−1.3% | Reduced |
| JGP Global Gestao de Recursos Ltda. | 834 | $685.3K | 0.77% | −2,766−76.8% | Reduced |
| Emerald Advisers, LLC | 1,977 | $681.6K | 0.03% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 1,959 | $675.4K | 0.01% | −2,187−52.7% | Reduced |
| Gsa Capital Partners LLP | 1,950 | $672.0K | 0.07% | +1,950 | New |
| Prudent Man Advisors, LLC | 1,935 | $667.0K | 0.26% | 00.0% | Unchanged |
| Monterey Private Wealth, Inc. | 1,935 | $667.0K | 0.34% | +5+0.3% | Added |
| Dimension Capital Management LLC | 1,929 | $665.1K | 0.15% | 00.0% | Unchanged |
| Townsend Asset Management Corp | 1,925 | $663.8K | 0.34% | +7+0.4% | Added |
| Guardian Wealth Advisors, LLC | 1,911 | $659.0K | 0.52% | +175+10.1% | Added |
| Edgestream Partners, L.P. | 1,908 | $657.8K | 0.07% | +1,908 | New |
| City Holding Co | 1,904 | $656.4K | 0.12% | +75+4.1% | Added |
| Continuum Advisory, LLC | 1,892 | $652.3K | 0.11% | +62+3.4% | Added |
| Charter Trust Co | 1,892 | $652.3K | 0.05% | 00.0% | Unchanged |
| McDonald Partners LLC | 1,888 | $650.8K | 0.21% | +27+1.5% | Added |
| Summit Financial, LLC | 1,872 | $645.6K | 0.06% | +11+0.6% | Added |
| NorthRock Partners, LLC | 1,869 | $644.4K | 0.07% | +91+5.1% | Added |
| Moors & Cabot, Inc. | 1,869 | $644.3K | 0.04% | +54+3.0% | Added |
| Ronald Blue Trust, Inc. | 1,912 | $640.0K | 0.01% | +65+3.5% | Added |
| NewEdge Wealth, LLC | 1,854 | $639.0K | 0.02% | −75−3.9% | Reduced |
| Atlas Private Wealth Management | 1,850 | $637.8K | 0.38% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 1,840 | $634.5K | 0.10% | +1,178+177.9% | Added |
| TrinityPoint Wealth, LLC | 1,837 | $633.4K | 0.14% | +37+2.1% | Added |
| Financial Advocates Investment Management | 1,834 | $632.2K | 0.05% | +51+2.9% | Added |
| Radnor Capital Management, LLC | 1,818 | $627.0K | 0.16% | +20+1.1% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,816 | $626.1K | 0.03% | +12+0.7% | Added |
| Symmetry Partners, LLC | 1,803 | $622.0K | 0.03% | 00.0% | Unchanged |
| Ironwood Investment Counsel, LLC | 1,801 | $621.1K | 0.15% | +555+44.5% | Added |
| Griffin Asset Management, Inc. | 1,800 | $620.6K | 0.09% | 00.0% | Unchanged |
| Concentric Capital Strategies, LP | 1,797 | $619.6K | 0.21% | +35+2.0% | 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 |
| Engineers Gate Manager LP | 1,778 | $613.0K | 0.03% | +838+89.1% | Added |
| Red Spruce Capital, LLC | 1,776 | $612.3K | 0.36% | +26+1.5% | Added |
| Wealthsource Partners, LLC | 1,775 | $612.0K | 0.04% | −11−0.6% | Reduced |
| Penserra Capital Management LLC | 1,775 | $611.0K | 0.01% | 00.0% | Unchanged |
| Mendel Capital Management LLC | 1,758 | $606.2K | 0.55% | +240+15.8% | Added |
| Ninepoint Partners LP | 1,757 | $605.8K | 0.08% | +466+36.1% | Added |
| Alpha Cubed Investments, LLC | 1,755 | $605.0K | 0.04% | −204−10.4% | Reduced |
| Founders Financial Securities LLC | 1,742 | $600.6K | 0.09% | +353+25.4% | Added |
| 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 |
| Covenant Partners, LLC | 1,735 | $598.2K | 0.23% | 00.0% | Unchanged |
| Summit X, LLC | 1,731 | $597.5K | 0.15% | +17+1.0% | Added |
| Oak Harbor Wealth Partners, LLC | 1,731 | $596.9K | 0.22% | +236+15.8% | Added |
| Sunflower Bank, N.A. | 1,730 | $596.5K | 0.13% | −18−1.0% | Reduced |
| Meridian Wealth Partners, LLC | 1,724 | $594.4K | 0.13% | +37+2.2% | Added |
| Tilt Investment Management Holdings, PBC | 1,766 | $592.9K | 0.44% | +225+14.6% | Added |
| First National Bank of Hutchinson | 1,717 | $592.0K | 0.47% | +53+3.2% | Added |
| Magnolia Capital Advisors LLC | 1,715 | $591.1K | 0.30% | +73+4.4% | Added |
| Lavaca Capital LLC | 1,700 | $588.7K | 0.14% | +170+11.1% | Added |
| Heritage Wealth Management, Inc./Texas | 1,707 | $588.5K | 0.57% | −12−0.7% | Reduced |
| Waters Parkerson & Co., LLC | 1,703 | $587.0K | 0.03% | +3+0.2% | Added |
| 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 |
| Foster Dykema Cabot & Co Inc | 1,698 | $585.0K | 0.08% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 1,696 | $584.7K | 0.00% | −226−11.8% | Reduced |
| Headlands Technologies LLC | 1,687 | $581.6K | 0.39% | +875+107.8% | Added |
| World Equity Group, Inc. | 23,741 | $581.5K | 0.10% | +22,953+2,912.8% | 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 |
| Lindbrook Capital, LLC | 1,681 | $579.6K | 0.07% | +49+3.0% | Added |
| Arcadia Investment Management Corp | 1,680 | $579.2K | 0.13% | 00.0% | Unchanged |
| FJ Capital Management LLC | 1,675 | $577.5K | 0.07% | +457+37.5% | Added |
| Virtue Capital Management, LLC | 1,688 | $574.2K | 0.09% | −650−27.8% | Reduced |
| Oak Thistle LLC | 1,661 | $572.7K | 0.34% | +1,661 | New |
| Opal Wealth Advisors, LLC | 1,654 | $570.3K | 0.33% | +1,654 | New |
| EPG Wealth Management LLC | 1,651 | $569.3K | 0.18% | +1,010+157.6% | Added |
| Bowman & Co S.C. | 1,635 | $563.8K | 0.41% | +151+10.2% | Added |
| Baron Wealth Management LLC | 1,633 | $563.0K | 0.40% | +16+1.0% | Added |
| Balboa Wealth Partners | 1,627 | $561.1K | 0.21% | −555−25.4% | Reduced |
| Empirical Asset Management, LLC | 1,622 | $559.3K | 0.54% | +114+7.6% | Added |
| Legacy Capital Wealth Partners, LLC | 1,610 | $555.2K | 0.15% | +1,610 | New |
| Beach Investment Counsel Inc | 1,600 | $552.0K | 0.07% | 00.0% | Unchanged |
| Lazard Freres Gestion S.A.S. | 1,590 | $548.0K | 0.02% | +100+6.7% | Added |
| Regal Investment Advisors LLC | 1,589 | $547.8K | 0.05% | +467+41.6% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 1,600 | $546.0K | 0.32% | 00.0% | Unchanged |
| Michael B. Yongue | 1,577 | $543.7K | 0.52% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 1,572 | $542.0K | 0.01% | +226+16.8% | Added |
| Moseley Investment Management Inc | 1,570 | $541.2K | 0.35% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 1,562 | $538.5K | 0.06% | −351−18.3% | Reduced |
| ISAM Funds (UK) Ltd | 1,557 | $536.8K | 0.68% | +1,557 | New |
| Rodgers Brothers Inc. | 1,555 | $536.1K | 0.10% | −25−1.6% | Reduced |
| Stonegate Investment Group, LLC | 1,549 | $534.1K | 0.02% | −40−2.5% | Reduced |
| FineMark National Bank & Trust | 1,549 | $534.0K | 0.02% | +147+10.5% | Added |
| Bridgefront Capital, LLC | 1,544 | $532.3K | 0.32% | +338+28.0% | Added |
| My Legacy Advisors, LLC | 1,570 | $532.0K | 0.23% | +52+3.4% | Added |
| Hoxton Planning & Management, LLC | 1,535 | $529.2K | 0.29% | +30+2.0% | Added |
| Icon Wealth Partners, LLC | 1,533 | $528.5K | 0.06% | +1,533 | New |
| Claro Advisors LLC | 1,525 | $525.8K | 0.15% | +149+10.8% | Added |
| Meritage Portfolio Management | 1,515 | $522.0K | 0.04% | −1,063−41.2% | Reduced |
| Davidson Trust Co | 1,502 | $517.8K | 0.40% | +19+1.3% | Added |
| Spinnaker Trust | 1,497 | $516.1K | 0.04% | 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 |