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 |
|---|---|---|---|---|---|
| Prosperity Financial Group, Inc. | 738 | $254.4K | 0.26% | +15+2.1% | Added |
| Provence Wealth Management Group | 738 | $254.4K | 0.17% | +31+4.4% | Added |
| Endowment Wealth Management, Inc. | 737 | $254.0K | 0.26% | +1+0.1% | Added |
| Burney Co | 731 | $252.0K | 0.01% | −175−19.3% | Reduced |
| ArrowMark Colorado Holdings LLC | 731 | $252.0K | 0.00% | 00.0% | Unchanged |
| Simmons Bank | 728 | $251.0K | 0.02% | +728 | New |
| Hartford Funds Management Co LLC | 727 | $250.9K | 0.03% | +727 | New |
| Garda Capital Partners LP | 726 | $250.3K | 0.22% | +726 | New |
| Mayflower Financial Advisors, LLC | 724 | $249.7K | 0.03% | +26+3.7% | Added |
| Wealthcare Advisory Partners LLC | 723 | $249.4K | 0.01% | +16+2.3% | Added |
| Western Wealth Management, LLC | 723 | $249.2K | 0.02% | +52+7.7% | Added |
| Consolidated Portfolio Review Corp | 721 | $248.6K | 0.07% | +721 | New |
| Ifrah Financial Services, Inc. | 719 | $247.8K | 0.08% | −15−2.0% | Reduced |
| Northwest Bancshares, Inc. | 713 | $245.8K | 0.05% | −25−3.4% | Reduced |
| Telemus Capital, LLC | 711 | $245.1K | 0.02% | +19+2.7% | Added |
| Callan Family Office, LLC | 708 | $244.1K | 0.06% | +34+5.0% | Added |
| Chilton Capital Management LLC | 703 | $242.4K | 0.01% | +703 | New |
| Carr Financial Group Corp | 701 | $241.7K | 0.11% | 00.0% | Unchanged |
| M&R Capital Management Inc | 700 | $241.3K | 0.07% | 00.0% | Unchanged |
| Sandler Capital Management | 700 | $241.3K | 0.04% | +700 | New |
| Legacy Wealth Management, LLC | 699 | $241.0K | 0.13% | 00.0% | Unchanged |
| Camden Capital, LLC | 699 | $241.0K | 0.04% | +59+9.2% | Added |
| Barnes Pettey Financial Advisors, LLC | 698 | $240.6K | 0.23% | −12−1.7% | Reduced |
| Lakeview Capital Partners, LLC | 667 | $240.3K | 0.07% | −13−1.9% | Reduced |
| David R. Rahn & Associates Inc. | 690 | $237.9K | 0.12% | −10−1.4% | Reduced |
| Gainplan LLC | 689 | $237.5K | 0.15% | −12−1.7% | Reduced |
| Truadvice, LLC | 655 | $237.5K | 0.09% | +655 | New |
| Peak Planning Group, LLC | 688 | $237.3K | 0.19% | −18−2.5% | Reduced |
| Quent Capital, LLC | 687 | $236.9K | 0.04% | +7+1.0% | Added |
| Integrated Advisors Network LLC | 685 | $236.1K | 0.01% | +25+3.8% | Added |
| Brendel Financial Advisors LLC | 685 | $236.0K | 0.17% | −9,720−93.4% | Reduced |
| Shufro Rose & Co LLC | 678 | $233.8K | 0.02% | 00.0% | Unchanged |
| Grove Bank & Trust | 678 | $233.8K | 0.05% | +41+6.4% | Added |
| Biltmore Family Office, LLC | 677 | $233.4K | 0.05% | +8+1.2% | Added |
| Sound View Wealth Advisors Group, LLC | 675 | $232.7K | 0.03% | +119+21.4% | Added |
| Alera Investment Advisors, LLC | 674 | $232.2K | 0.05% | +4+0.6% | Added |
| Vicus Capital | 673 | $232.0K | 0.02% | −9−1.3% | Reduced |
| Optas, LLC | 671 | $231.3K | 0.08% | +73+12.2% | Added |
| Cedar Brook Financial Partners, LLC | 669 | $230.7K | 0.06% | −27−3.9% | Reduced |
| Eagle Bay Advisors LLC | 668 | $230.3K | 0.13% | +4+0.6% | Added |
| Mirabella Financial Services LLP | 664 | $228.9K | 0.05% | +664 | New |
| Sculati Wealth Management, LLC | 658 | $226.9K | 0.12% | 00.0% | Unchanged |
| Concord Wealth Partners | 654 | $225.5K | 0.06% | +632+2,872.7% | Added |
| Pasadena Private Wealth, LLC | 653 | $225.1K | 0.07% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 653 | $225.1K | 0.07% | 00.0% | Unchanged |
| 3Chopt Investment Partners, LLC | 653 | $225.1K | 0.12% | +653 | New |
| Koshinski Asset Management, Inc. | 653 | $225.0K | 0.02% | −16−2.4% | Reduced |
| Everhart Financial Group, Inc. | 650 | $224.1K | 0.10% | −50−7.1% | Reduced |
| Wealth Architects, LLC | 648 | $223.4K | 0.04% | +6+0.9% | Added |
| Clear Street Markets LLC | 648 | $223.0K | 0.06% | +312+92.9% | Added |
| Morningstar Investment Services LLC | 652 | $222.0K | 0.00% | +652 | New |
| Connecticut Wealth Management, LLC | 642 | $221.3K | 0.02% | −11−1.7% | Reduced |
| Stokes Family Office, LLC | 641 | $221.0K | 0.03% | −247−27.8% | Reduced |
| Northstar Asset Management LLC | 636 | $219.3K | 0.06% | +3+0.5% | Added |
| Allred Capital Management, LLC | 636 | $219.3K | 0.12% | +3+0.5% | Added |
| Jaffetilchin Investment Partners, LLC | 635 | $219.0K | 0.02% | +1+0.2% | Added |
| Catalyst Financial Partners LLC | 629 | $216.9K | 0.09% | +629 | New |
| VeraBank, N.A. | 626 | $215.8K | 0.10% | 00.0% | Unchanged |
| TFC Financial Management | 622 | $214.5K | 0.06% | −20−3.1% | Reduced |
| CVA Family Office, LLC | 619 | $213.4K | 0.05% | +52+9.2% | Added |
| D.B. Root & Company, LLC | 618 | $213.1K | 0.08% | −4−0.6% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 616 | $212.4K | 0.02% | 00.0% | Unchanged |
| E Fund Management Co., Ltd. | 614 | $212.0K | 0.02% | −31−4.8% | Reduced |
| Salem Investment Counselors Inc | 614 | $211.7K | 0.01% | 00.0% | Unchanged |
| Chapman Investment Management, LLC | 614 | $211.7K | 0.17% | 00.0% | Unchanged |
| Ruggaard & Associates LLC | 614 | $211.7K | 0.13% | +614 | New |
| Parsec Financial Management, Inc. | 610 | $210.3K | 0.01% | 00.0% | Unchanged |
| McKinley Carter Wealth Services, Inc. | 608 | $209.7K | 0.02% | +608 | New |
| Veracity Capital LLC | 608 | $209.6K | 0.10% | −64−9.5% | Reduced |
| Barings LLC | 602 | $207.6K | 0.01% | +602 | New |
| First Command Bank | 601 | $207.2K | 0.02% | −175−22.6% | Reduced |
| First Command Financial Services, Inc. | 601 | $207.2K | 0.02% | −175−22.6% | Reduced |
| Gyroscope Capital Management Group, LLC | 600 | $206.9K | 0.05% | +600 | New |
| Convergence Investment Partners, LLC | 598 | $206.0K | 0.12% | −9−1.5% | Reduced |
| Endurance Wealth Management, Inc. | 597 | $206.0K | 0.03% | 00.0% | Unchanged |
| Howard Capital Management Group, LLC | 596 | $205.5K | 0.02% | +596 | New |
| Courage Miller Partners, LLC | 595 | $205.1K | 0.09% | +595 | New |
| ML & R Wealth Management LLC | 593 | $204.4K | 0.05% | +593 | New |
| Capital Advisors, Ltd. LLC | 590 | $203.0K | 0.03% | −111−15.8% | Reduced |
| 44 Wealth Management LLC | 585 | $201.9K | 0.07% | +585 | New |
| Farther Finance Advisors, LLC | 583 | $201.1K | 0.06% | +76+15.0% | Added |
| Acadian Asset Management LLC | 567 | $195.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 543 | $189.9K | 0.01% | +181+50.0% | Added |
| Edge Capital Group, LLC | 526 | $181.3K | 0.01% | −97−15.6% | Reduced |
| Financial Perspectives, Inc | 519 | $179.0K | 0.09% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 509 | $175.5K | 0.08% | +509 | New |
| United Community Bank | 502 | $173.1K | 0.16% | 00.0% | Unchanged |
| Hendershot Investments Inc. | 499 | $172.0K | 0.03% | −10−2.0% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 492 | $169.6K | 0.01% | +175+55.2% | Added |
| Pinnacle Bancorp, Inc. | 485 | $167.2K | 0.06% | +51+11.8% | Added |
| Key Financial Inc | 482 | $166.2K | 0.06% | +28+6.2% | Added |
| JJJ Advisors Inc. | 476 | $165.6K | 0.05% | +474+23,700.0% | Added |
| Bank of New Hampshire | 473 | $163.1K | 0.05% | −355−42.9% | Reduced |
| Laffer Tengler Investments | 462 | $159.3K | 0.04% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 461 | $158.9K | 0.02% | +461 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 457 | $157.4K | 0.02% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 447 | $152.5K | 0.15% | +447 | New |
| General Partner, Inc. | 441 | $151.2K | 0.13% | 00.0% | Unchanged |
| Crewe Advisors LLC | 423 | $145.8K | 0.02% | −1−0.2% | Reduced |
| Avalon Trust Co | 422 | $145.5K | 0.01% | +422 | New |