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 |
|---|---|---|---|---|---|
| Nova R Wealth, Inc. | 1,492 | $514.3K | 0.35% | 00.0% | Unchanged |
| Circle Wealth Management, LLC | 1,490 | $513.7K | 0.07% | −11−0.7% | Reduced |
| Capital Asset Advisory Services LLC | 1,471 | $507.3K | 0.04% | −304−17.1% | Reduced |
| Wallace Advisory Group, LLC | 1,470 | $506.8K | 0.39% | −46−3.0% | Reduced |
| New Hampshire Trust | 1,465 | $505.1K | 0.14% | 00.0% | Unchanged |
| Cantor Fitzgerald, L. P. | 1,451 | $500.3K | 0.01% | +1,451 | New |
| Fulton Bank, N.A. | 1,446 | $498.5K | 0.03% | +195+15.6% | Added |
| Amica Retiree Medical Trust | 1,429 | $493.0K | 0.52% | −336−19.0% | Reduced |
| Cary Street Partner Investment Advisory LLC | 1,428 | $492.3K | 0.04% | −96−6.3% | Reduced |
| Clifford Swan Investment Counsel LLC | 1,414 | $487.5K | 0.02% | −1−0.1% | Reduced |
| TD Private Client Wealth LLC | 1,398 | $482.0K | 0.02% | +804+135.4% | Added |
| Qsemble Capital Management, LP | 1,380 | $475.8K | 0.32% | +1,380 | New |
| Mission Wealth Management, LP | 1,378 | $475.1K | 0.02% | +29+2.1% | Added |
| MainStreet Investment Advisors LLC | 1,367 | $471.3K | 0.05% | +1,367 | New |
| Buttonwood Financial Advisors Inc. | 1,365 | $470.6K | 0.37% | +27+2.0% | Added |
| Allstate Corp | 1,363 | $469.9K | 0.03% | −14,379−91.3% | Reduced |
| Wesbanco Bank Inc | 1,361 | $469.0K | 0.02% | −16−1.2% | Reduced |
| CWS Financial Advisors, LLC | 1,354 | $466.8K | 0.19% | +1,354 | New |
| Forte Capital LLC | 1,352 | $466.1K | 0.07% | +8+0.6% | Added |
| Hollencrest Capital Management | 1,351 | $465.7K | 0.05% | +1,340+12,181.8% | Added |
| Welch & Forbes LLC | 1,349 | $465.1K | 0.01% | −98−6.8% | Reduced |
| Mutual Advisors, LLC | 1,328 | $457.9K | 0.02% | +195+17.2% | Added |
| WMS Partners, LLC | 1,325 | $456.8K | 0.04% | −70−5.0% | Reduced |
| Level Four Advisory Services, LLC | 1,325 | $456.8K | 0.03% | +154+13.2% | Added |
| Elevated Capital Advisors, LLC | 1,324 | $456.5K | 0.16% | +28+2.2% | Added |
| Applied Capital LLC | 1,321 | $455.4K | 0.45% | −35−2.6% | Reduced |
| Douglas Lane & Associates, LLC | 1,321 | $455.4K | 0.01% | +5+0.4% | Added |
| First Interstate Bank | 1,320 | $455.1K | 0.03% | 00.0% | Unchanged |
| Community Bank, N.A. | 1,306 | $450.3K | 0.06% | −25−1.9% | Reduced |
| Transamerica Financial Advisors, Inc. | 1,304 | $450.0K | 0.06% | +124+10.5% | Added |
| Wambolt & Associates, LLC | 1,294 | $448.1K | 0.16% | −44−3.3% | Reduced |
| Royal Capital Wealth Management, LLC | 1,300 | $448.0K | 0.45% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 1,295 | $446.5K | 0.03% | −244−15.9% | Reduced |
| Mill Creek Capital Advisors, LLC | 1,293 | $445.8K | 0.02% | +421+48.3% | Added |
| Columbus Macro, LLC | 1,278 | $440.8K | 0.16% | +75+6.2% | Added |
| Arkadios Wealth Advisors | 1,276 | $440.0K | 0.05% | +607+90.7% | Added |
| Leavell Investment Management, Inc. | 1,272 | $439.0K | 0.03% | +3+0.2% | Added |
| Relyea Zuckerberg Hanson LLC | 1,266 | $436.5K | 0.11% | +12+1.0% | Added |
| Symphony Financial, Ltd. Co. | 1,273 | $435.2K | 0.11% | −1,025−44.6% | Reduced |
| Janney Capital Management LLC | 1,257 | $433.0K | 0.03% | −87−6.5% | Reduced |
| Naples Global Advisors, LLC | 1,252 | $431.7K | 0.05% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 1,248 | $430.3K | 0.02% | +131+11.7% | Added |
| Ambassador Advisors, LLC | 1,192 | $429.5K | 0.10% | −8−0.7% | Reduced |
| Tilia Fiduciary Partners, Inc. | 1,244 | $428.8K | 0.41% | +5+0.4% | Added |
| Country Club Bank | 1,254 | $428.0K | 0.04% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 1,239 | $427.3K | 0.02% | +224+22.1% | Added |
| Centerpoint Advisors, LLC | 1,234 | $425.0K | 0.18% | +2+0.2% | Added |
| Financial Insights, Inc. | 1,228 | $423.4K | 0.17% | +516+72.5% | Added |
| Founders Financial Alliance, LLC | 1,220 | $422.7K | 0.21% | −9−0.7% | Reduced |
| Richard W. Paul & Associates, LLC | 1,219 | $420.4K | 0.19% | +130+11.9% | Added |
| Fidelis Capital Partners, LLC | 1,187 | $420.4K | 0.18% | +1,187 | New |
| Joule Financial, LLC | 1,218 | $419.9K | 0.23% | −1,600−56.8% | Reduced |
| CX Institutional | 1,212 | $419.6K | 0.02% | +121+11.1% | Added |
| Lombard Odier Asset Management (USA) Corp | 1,205 | $415.4K | 0.07% | +5+0.4% | Added |
| SeaCrest Wealth Management, LLC | 1,200 | $413.7K | 0.06% | +93+8.4% | Added |
| Chicago Partners Investment Group LLC | 1,190 | $413.7K | 0.02% | +44+3.8% | Added |
| Smithfield Trust Co | 1,210 | $413.0K | 0.03% | 00.0% | Unchanged |
| LWM Advisory Services, LLC | 1,193 | $411.6K | 0.44% | −224−15.8% | Reduced |
| Sunbelt Securities, Inc. | 1,201 | $409.9K | 0.07% | +6+0.5% | Added |
| IHT Wealth Management, LLC | 1,188 | $409.7K | 0.02% | +214+22.0% | Added |
| Parkside Financial Bank & Trust | 1,186 | $408.9K | 0.11% | −521−30.5% | Reduced |
| PDS Planning, Inc | 1,186 | $408.9K | 0.06% | +503+73.6% | Added |
| Institute for Wealth Management, LLC. | 1,185 | $408.6K | 0.08% | +28+2.4% | Added |
| Gryphon Financial Partners LLC | 1,184 | $408.3K | 0.10% | 00.0% | Unchanged |
| Crestmont Private Wealth LLC | 1,178 | $406.1K | 0.27% | +170+16.9% | Added |
| Prossimo Advisors, LLC | 1,175 | $405.0K | 0.99% | 00.0% | Unchanged |
| Waddell & Associates, LLC | 1,172 | $404.1K | 0.06% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 1,167 | $402.3K | 0.17% | −3−0.3% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 1,159 | $399.6K | 0.05% | −6−0.5% | Reduced |
| Principle Wealth Partners LLC | 1,149 | $396.1K | 0.04% | −36−3.0% | Reduced |
| Twinbeech Capital LP | 1,143 | $394.1K | 0.01% | −5,503−82.8% | Reduced |
| Smith Shellnut Wilson LLC | 1,143 | $394.1K | 0.24% | 00.0% | Unchanged |
| Epic Trust Investment Advisors, LLC | 1,141 | $393.4K | 0.49% | −513−31.0% | Reduced |
| StoneX Group Inc. | 1,141 | $393.2K | 0.04% | +1,141 | New |
| One Wealth Advisors, LLC | 1,115 | $384.4K | 0.09% | +222+24.9% | Added |
| Lincoln National Corp | 1,105 | $380.9K | 0.01% | +299+37.1% | Added |
| Sheaff Brock Investment Advisors, LLC | 1,099 | $379.1K | 0.04% | +2+0.2% | Added |
| Avestar Capital, LLC | 1,099 | $378.9K | 0.08% | +45+4.3% | Added |
| Private Portfolio Partners LLC | 1,093 | $376.8K | 0.10% | −250−18.6% | Reduced |
| Goodman Advisory Group, LLC | 1,092 | $376.5K | 0.21% | −66−5.7% | Reduced |
| Beacon Bridge Wealth Partners, LLC | 1,089 | $375.6K | 0.23% | +8+0.7% | Added |
| West Michigan Advisors, LLC | 1,085 | $374.1K | 0.21% | +38+3.6% | Added |
| Shulman DeMeo Asset Management LLC | 1,078 | $371.6K | 0.12% | +1+0.1% | Added |
| Elgethun Capital Management | 1,083 | $370.5K | 0.12% | 00.0% | Unchanged |
| Headinvest, LLC | 1,070 | $368.9K | 0.08% | −28−2.6% | Reduced |
| 9258 Wealth Management, LLC | 1,068 | $368.2K | 0.07% | −22−2.0% | Reduced |
| West Family Investments, Inc. | 1,066 | $367.5K | 0.15% | 00.0% | Unchanged |
| PFG Investments, LLC | 1,062 | $366.3K | 0.07% | +1,062 | New |
| First National Bank of South Miami | 1,062 | $366.1K | 0.29% | −137−11.4% | Reduced |
| Moneta Group Investment Advisors LLC | 1,060 | $365.5K | 0.01% | +221+26.3% | Added |
| Magellan Asset Management Ltd | 1,055 | $363.7K | 0.00% | +8+0.8% | Added |
| Legacy Financial Advisors, Inc. | 1,052 | $362.8K | 0.07% | +104+11.0% | Added |
| Verdence Capital Advisors LLC | 1,048 | $361.2K | 0.04% | +100+10.5% | Added |
| Ameritas Advisory Services, LLC | 1,029 | $357.2K | 0.02% | −259−20.1% | Reduced |
| Patten & Patten Inc | 1,024 | $353.0K | 0.03% | 00.0% | Unchanged |
| Rosenblum Silverman Sutton S F Inc | 1,024 | $352.9K | 0.13% | −15−1.4% | Reduced |
| Single Point Partners, LLC | 1,016 | $350.0K | 0.08% | +89+9.6% | Added |
| Prestige Wealth Management Group LLC | 1,009 | $347.9K | 0.09% | +114+12.7% | Added |
| Ayrshire Capital Management LLC | 1,000 | $344.8K | 0.24% | 00.0% | Unchanged |
| LGT Fund Management Co Ltd. | 1,000 | $344.8K | 0.15% | 00.0% | Unchanged |