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 |
|---|---|---|---|---|---|
| Horizon Bancorp Inc | 422 | $145.0K | 0.09% | −13−3.0% | Reduced |
| Goldstream Capital Management Ltd | 417 | $143.8K | 0.15% | +417 | New |
| EverSource Wealth Advisors, LLC | 398 | $137.5K | 0.02% | +5+1.3% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 400 | $135.0K | 0.06% | −1,800−81.8% | Reduced |
| Kelly Financial Services LLC | 387 | $133.5K | 0.07% | −29−7.0% | Reduced |
| Harvest Fund Management Co., Ltd | 382 | $132.0K | 0.03% | −588−60.6% | Reduced |
| Achmea Investment Management B.V. | 377 | $130.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 375 | $129.3K | 0.02% | +109+41.0% | Added |
| Glassman Wealth Services | 363 | $125.2K | 0.02% | +65+21.8% | Added |
| HighMark Wealth Management LLC | 363 | $125.2K | 0.10% | +363 | New |
| Resurgent Financial Advisors LLC | 354 | $122.0K | 0.08% | −275−43.7% | Reduced |
| Credit Agricole S A | 352 | $121.4K | 0.01% | −24−6.4% | Reduced |
| American National Bank | 351 | $121.0K | 0.02% | −145−29.2% | Reduced |
| Halpern Financial, Inc. | 350 | $120.7K | 0.04% | 00.0% | Unchanged |
| Blue Chip Partners, Inc. | 343 | $118.4K | 0.01% | −50−12.7% | Reduced |
| Covestor Ltd | 343 | $118.0K | 0.10% | −61−15.1% | Reduced |
| Osterweis Capital Management Inc | 335 | $115.5K | 0.01% | +258+335.1% | Added |
| Exchange Traded Concepts, LLC | 329 | $113.4K | 0.00% | +33+11.1% | Added |
| Boyd Watterson Asset Management LLC | 324 | $111.7K | 0.05% | 00.0% | Unchanged |
| Country Trust Bank | 323 | $111.4K | 0.00% | 00.0% | Unchanged |
| Capula Management Ltd | 323 | $111.4K | 0.01% | +323 | New |
| Castleview Partners, LLC | 321 | $110.7K | 0.10% | +1+0.3% | Added |
| Tortoise Investment Management, LLC | 314 | $108.3K | 0.02% | 00.0% | Unchanged |
| Cutler Group LP | 300 | $103.0K | 0.02% | +300 | New |
| Tompkins Financial Corp | 295 | $101.7K | 0.02% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 294 | $101.3K | 0.03% | +3+1.0% | Added |
| Fairfield Financial Advisors, LTD | 295 | $100.7K | 0.04% | 00.0% | Unchanged |
| Natixis Investment Managers International | 292 | $100.7K | 0.01% | +292 | New |
| Taikang Asset Management (Hong Kong) Co Ltd | 36,926 | $99.9K | 2.31% | +3,178+9.4% | Added |
| Kelly Lawrence W & Associates Inc | 283 | $97.6K | 0.03% | 00.0% | Unchanged |
| Stephens Investment Management Group LLC | 278 | $95.8K | 0.00% | +278 | New |
| Harel Insurance Investments & Financial Services Ltd. | 263 | $91.0K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 250 | $86.2K | 0.01% | 00.0% | Unchanged |
| Operose Advisors LLC | 245 | $84.5K | 0.04% | 00.0% | Unchanged |
| Geo Capital Gestora de Recursos Ltd | 244 | $84.0K | 0.06% | −22−8.3% | Reduced |
| Core Alternative Capital | 239 | $82.4K | 0.01% | +117+95.9% | Added |
| Farmers & Merchants Investments Inc | 239 | $82.4K | 0.00% | −2−0.8% | Reduced |
| Caldwell Trust Co | 235 | $81.0K | 0.01% | +35+17.5% | Added |
| Baker Avenue Asset Management, LP | 231 | $79.6K | 0.00% | +1+0.4% | Added |
| Bell Investment Advisors, Inc | 229 | $79.0K | 0.02% | −4−1.7% | Reduced |
| West Paces Advisors Inc. | 227 | $78.3K | 0.02% | +6+2.7% | Added |
| Exos TFP Holdings LLC | 215 | $74.1K | 0.02% | +136+172.2% | Added |
| Focused Wealth Management, Inc | 203 | $70.0K | 0.01% | 00.0% | Unchanged |
| Arlington Partners LLC | 203 | $70.0K | 0.01% | +72+55.0% | Added |
| Princeton Global Asset Management LLC | 200 | $69.0K | 0.02% | 00.0% | Unchanged |
| PFS Partners, LLC | 196 | $67.6K | 0.07% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 180 | $62.1K | 0.04% | +180 | New |
| HHM Wealth Advisors, LLC | 176 | $60.7K | 0.01% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 173 | $60.0K | 0.02% | −52−23.1% | Reduced |
| Carmichael Hill & Associates, Inc. | 167 | $57.6K | 0.03% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 163 | $56.2K | 0.00% | −64−28.2% | Reduced |
| Clean Yield Group | 160 | $55.2K | 0.02% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 157 | $54.1K | 0.01% | +23+17.2% | Added |
| Atticus Wealth Management, LLC | 154 | $53.1K | 0.02% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 154 | $53.1K | 0.02% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 154 | $53.1K | 0.00% | +81+111.0% | Added |
| Grayhawk Investment Strategies Inc. | 114 | $53.0K | 0.03% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 153 | $52.8K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 150 | $51.7K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 147 | $50.7K | 0.01% | +35+31.3% | Added |
| Hall Laurie J Trustee | 145 | $50.0K | 0.02% | 00.0% | Unchanged |
| Earnest Partners LLC | 141 | $48.6K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 134 | $46.2K | 0.01% | −7−5.0% | Reduced |
| Geneos Wealth Management Inc. | 133 | $46.0K | 0.00% | +89+202.3% | Added |
| Tradition Wealth Management, LLC | 131 | $45.0K | 0.01% | +7+5.6% | Added |
| MV Capital Management, Inc. | 127 | $43.8K | 0.01% | +38+42.7% | Added |
| Glen Eagle Advisors, LLC | 125 | $43.1K | 0.01% | +13+11.6% | Added |
| Institutional & Family Asset Management, LLC | 112 | $38.6K | 0.01% | −12−9.7% | Reduced |
| Arrow Financial Corp | 110 | $37.9K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 108 | $37.2K | 0.03% | +108 | New |
| New Millennium Group LLC | 104 | $35.9K | 0.04% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 102 | $35.2K | 0.00% | +2+2.0% | Added |
| Centennial Bank | 100 | $34.5K | 0.02% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 99 | $34.2K | 0.03% | 00.0% | Unchanged |
| Rain Capital Management, LLC | 98 | $33.8K | 0.02% | −6−5.8% | Reduced |
| Heritage Wealth Advisors | 98 | $33.8K | 0.00% | −277−73.9% | Reduced |
| Pacifica Partners Inc. | 97 | $32.9K | 0.02% | +42+76.4% | Added |
| GPS Wealth Strategies Group, LLC | 95 | $32.8K | 0.01% | +95 | New |
| West Branch Capital LLC | 94 | $32.4K | 0.02% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 92 | $31.9K | 0.02% | −46−33.3% | Reduced |
| Sutton Wealth Advisors Inc. | 92 | $31.7K | 0.02% | −1,565−94.4% | Reduced |
| Bangor Savings Bank | 91 | $31.4K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 90 | $31.0K | 0.02% | 00.0% | Unchanged |
| Addison Advisors LLC | 89 | $30.7K | 0.02% | +38+74.5% | Added |
| Mascoma Wealth Management LLC | 84 | $30.5K | 0.01% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 82 | $28.6K | 0.00% | +23+39.0% | Added |
| Disciplina Capital Management LLC | 82 | $28.3K | 0.01% | −9−9.9% | Reduced |
| Ofi Invest Asset Management | 9,706,999 | $28.2K | 0.15% | +9,706,999 | New |
| Resources Management Corp | 400 | $28.0K | 0.01% | +400 | New |
| Ridgewood Investments LLC | 81 | $27.9K | 0.02% | +81 | New |
| Column Capital Advisors, LLC | 78 | $26.9K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 76 | $26.0K | 0.00% | −4−5.0% | Reduced |
| Carolinas Wealth Consulting LLC | 73 | $25.2K | 0.01% | +10+15.9% | Added |
| Fortis Capital Advisors, LLC | 70 | $24.1K | 0.01% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 71 | $24.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 66 | $23.0K | 0.02% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 66 | $22.8K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 65 | $22.4K | 0.00% | 00.0% | Unchanged |
| Natixis | 65 | $22.4K | 0.00% | −614,400−100.0% | Reduced |
| Tacita Capital Inc | 63 | $22.0K | 0.02% | 00.0% | Unchanged |