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 |
|---|---|---|---|---|---|
| Carnegie Capital Asset Management, LLC | 998 | $344.1K | 0.01% | +2+0.2% | Added |
| Andesa Financial Management Inc. | 2,134 | $342.7K | 0.18% | +924+76.4% | Added |
| Kenfarb & Co. | 994 | $342.7K | 0.31% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 992 | $342.0K | 0.08% | +145+17.1% | Added |
| Strategic Blueprint, LLC | 971 | $334.8K | 0.03% | +132+15.7% | Added |
| Traphagen Investment Advisors LLC | 970 | $334.6K | 0.05% | +17+1.8% | Added |
| Diametric Capital, LP | 965 | $332.7K | 0.16% | +965 | New |
| EP Wealth Advisors, LLC | 9,724 | $331.9K | 0.01% | −76,901−88.8% | Reduced |
| GraniteShares Advisors LLC | 961 | $331.3K | 0.29% | +961 | New |
| Mitchell Sinkler & Starr | 959 | $330.6K | 0.10% | +142+17.4% | Added |
| Cornerstone Wealth Advisors, Inc. | 955 | $329.3K | 0.12% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 951 | $327.9K | 0.05% | −84−8.1% | Reduced |
| Journey Strategic Wealth LLC | 950 | $327.7K | 0.03% | −140−12.8% | Reduced |
| Allworth Financial LP | 945 | $325.8K | 0.00% | +502+113.3% | Added |
| Bank of Stockton | 944 | $325.5K | 0.11% | −100−9.6% | Reduced |
| Wrapmanager Inc | 943 | $325.1K | 0.10% | +24+2.6% | Added |
| Fiduciary Group LLC | 942 | $324.8K | 0.04% | −13−1.4% | Reduced |
| Advisors Capital Management, LLC | 938 | $323.0K | 0.01% | −47−4.8% | Reduced |
| KB Financial Partners, LLC | 932 | $321.0K | 0.09% | +117+14.4% | Added |
| Carlson Capital Management | 926 | $319.3K | 0.02% | 00.0% | Unchanged |
| Banco BTG Pactual S.A. | 900 | $318.8K | 0.15% | +900 | New |
| Lowell Blake & Associates Inc. | 922 | $317.9K | 0.10% | +922 | New |
| Alpha Family Trust | 920 | $317.2K | 0.25% | −120−11.5% | Reduced |
| Jackson Square Capital, LLC | 916 | $315.8K | 0.14% | 00.0% | Unchanged |
| First Affirmative Financial Network | 916 | $315.7K | 0.37% | −39−4.1% | Reduced |
| Regent Peak Wealth Advisors LLC | 915 | $315.5K | 0.10% | +17+1.9% | Added |
| Proficio Capital Partners LLC | 912 | $314.4K | 0.05% | +31+3.5% | Added |
| KC Investment Advisors, LLC | 910 | $314.0K | 0.29% | −284−23.8% | Reduced |
| Ironwood Investment Management LLC | 903 | $311.3K | 0.19% | −18−2.0% | Reduced |
| CWA Asset Management Group, LLC | 903 | $311.3K | 0.02% | +903 | New |
| Appleton Partners Inc | 902 | $311.0K | 0.03% | −1,116−55.3% | Reduced |
| Hoylecohen, LLC | 902 | $311.0K | 0.03% | 00.0% | Unchanged |
| Plotkin Financial Advisors, LLC | 900 | $310.3K | 0.29% | 00.0% | Unchanged |
| Alta Advisers Ltd | 900 | $310.3K | 0.19% | 00.0% | Unchanged |
| J. L. Bainbridge & Co., Inc. | 898 | $309.7K | 0.04% | −42−4.5% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 891 | $307.2K | 0.02% | −49−5.2% | Reduced |
| CNB Bank | 883 | $304.4K | 0.19% | −85−8.8% | Reduced |
| Revisor Wealth Management LLC | 883 | $304.4K | 0.28% | +883 | New |
| Cornerstone Wealth Management, LLC | 882 | $304.2K | 0.03% | +882 | New |
| Everett Harris & Co | 880 | $303.4K | 0.00% | 00.0% | Unchanged |
| Houlihan Financial Resource Group, Ltd. | 879 | $303.0K | 0.17% | +5+0.6% | Added |
| Manchester Capital Management LLC | 876 | $302.0K | 0.04% | +244+38.6% | Added |
| Veritas Investment Partners (UK) Ltd. | 875 | $301.5K | 0.01% | −125−12.5% | Reduced |
| Callan Capital, LLC | 874 | $301.3K | 0.03% | 00.0% | Unchanged |
| Empire Financial Management Company, LLC | 873 | $301.0K | 0.12% | +873 | New |
| Paloma Partners Management Co | 870 | $299.9K | 0.07% | +870 | New |
| Concord Asset Management, LLC | 869 | $299.6K | 0.12% | +869 | New |
| Matthew Goff Investment Advisor, LLC | 868 | $299.3K | 0.07% | 00.0% | Unchanged |
| Triad Investment Management | 862 | $297.2K | 0.43% | +23+2.7% | Added |
| Graypoint LLC | 860 | $296.5K | 0.03% | +245+39.8% | Added |
| Deseret Mutual Benefit Administrators | 859 | $296.2K | 0.12% | −34−3.8% | Reduced |
| Acima Private Wealth, LLC | 848 | $292.4K | 0.14% | +826+3,754.5% | Added |
| Riverwater Partners LLC | 846 | $291.7K | 0.27% | 00.0% | Unchanged |
| StrategIQ Financial Group, LLC | 844 | $291.0K | 0.03% | 00.0% | Unchanged |
| AMG National Trust Bank | 842 | $290.3K | 0.01% | −219−20.6% | Reduced |
| Nilsine Partners, LLC | 841 | $290.0K | 0.05% | +841 | New |
| Keel Point, LLC | 835 | $288.0K | 0.04% | −15−1.8% | Reduced |
| Linscomb & Williams, Inc. | 831 | $286.3K | 0.02% | −225−21.3% | Reduced |
| Romano Brothers and Company | 829 | $285.9K | 0.04% | −516−38.4% | Reduced |
| Confluence Wealth Services, Inc. | 829 | $285.9K | 0.07% | +87+11.7% | Added |
| Philadelphia Trust Co | 826 | $285.0K | 0.03% | 00.0% | Unchanged |
| Park Place Capital Corp | 825 | $284.4K | 0.08% | +2+0.2% | Added |
| Abbrea Capital, LLC | 820 | $283.0K | 0.05% | +30+3.8% | Added |
| Corundum Group, Inc. | 819 | $282.4K | 0.13% | +4+0.5% | Added |
| Arete Wealth Advisors, LLC | 819 | $282.0K | 0.02% | −360−30.5% | Reduced |
| Curi Capital | 816 | $281.3K | 0.04% | +17+2.1% | Added |
| Azimuth Capital Investment Management LLC | 815 | $281.0K | 0.01% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 814 | $280.6K | 0.01% | −36−4.2% | Reduced |
| Change Path, LLC | 813 | $280.0K | 0.01% | +15+1.9% | Added |
| Asahi Life Asset Management Co., Ltd. | 805 | $277.5K | 0.09% | −800−49.8% | Reduced |
| Meridian Investment Counsel Inc. | 805 | $277.5K | 0.11% | 00.0% | Unchanged |
| Anchor Capital Advisors LLC | 802 | $276.5K | 0.01% | −10−1.2% | Reduced |
| Trust Co | 800 | $275.8K | 0.04% | 00.0% | Unchanged |
| Financial Network Wealth Management LLC | 800 | $275.8K | 0.14% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 797 | $274.8K | 0.04% | 00.0% | Unchanged |
| Integrated Investment Consultants, LLC | 797 | $274.8K | 0.09% | +6+0.8% | Added |
| ICW Investment Advisors LLC | 795 | $274.4K | 0.16% | +86+12.1% | Added |
| L2 Asset Management, LLC | 794 | $273.7K | 0.16% | +34+4.5% | Added |
| Hirtle Callaghan & Co LLC | 782 | $269.6K | 0.01% | −3,513−81.8% | Reduced |
| Sage Mountain Advisors LLC | 781 | $269.3K | 0.04% | +781 | New |
| Goldstein Advisors, LLC | 780 | $268.9K | 0.06% | −10−1.3% | Reduced |
| Johnson Financial Group, Inc. | 776 | $267.5K | 0.02% | +29+3.9% | Added |
| Kovitz Investment Group Partners, LLC | 774 | $267.0K | 0.00% | −19−2.4% | Reduced |
| Osborne Partners Capital Management, LLC | 774 | $266.9K | 0.02% | +49+6.8% | Added |
| Calamos Wealth Management LLC | 770 | $265.5K | 0.02% | −47−5.8% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 769 | $265.1K | 0.01% | −73−8.7% | Reduced |
| Flputnam Investment Management Co | 767 | $264.5K | 0.01% | +767 | New |
| Campbell & CO Investment Adviser LLC | 767 | $264.4K | 0.05% | +767 | New |
| Drive Wealth Management, LLC | 767 | $264.4K | 0.11% | +111+16.9% | Added |
| Reuter James Wealth Management, LLC | 766 | $264.1K | 0.18% | −6−0.8% | Reduced |
| Taurus Asset Management, LLC | 766 | $264.1K | 0.03% | 00.0% | Unchanged |
| City State Bank | 756 | $261.0K | 0.15% | 00.0% | Unchanged |
| Violich Capital Management, Inc. | 750 | $259.0K | 0.04% | 00.0% | Unchanged |
| Somerset Group LLC | 750 | $258.6K | 0.22% | 00.0% | Unchanged |
| Ledyard National Bank | 745 | $256.9K | 0.03% | −37−4.7% | Reduced |
| Plimoth Trust Co LLC | 745 | $256.9K | 0.08% | 00.0% | Unchanged |
| First Pacific Advisors, LP | 744 | $256.5K | 0.00% | 00.0% | Unchanged |
| BFT Financial Group, LLC | 743 | $256.0K | 0.04% | +743 | New |
| MJP Associates Inc | 740 | $255.1K | 0.08% | −16−2.1% | Reduced |
| Strategy Asset Managers LLC | 739 | $254.8K | 0.06% | +1+0.1% | Added |