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 |
|---|---|---|---|---|---|
| Duncker Streett & Co Inc | 6,895 | $2.38M | 0.57% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 6,886 | $2.37M | 0.04% | −15−0.2% | Reduced |
| CM Wealth Advisors LLC | 6,907 | $2.35M | 0.45% | +6,907 | New |
| Avantax Advisory Services, Inc. | 6,809 | $2.35M | 0.03% | +1,522+28.8% | Added |
| Hills Bank & Trust Co | 6,683 | $2.30M | 0.32% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 6,670 | $2.30M | 0.79% | −750−10.1% | Reduced |
| Cypress Capital Group | 6,576 | $2.27M | 0.35% | −689−9.5% | Reduced |
| J. W. Coons Advisors, LLC | 6,563 | $2.26M | 0.65% | 00.0% | Unchanged |
| Bessemer Securities LLC | 6,557 | $2.26M | 1.06% | −478−6.8% | Reduced |
| Sit Investment Associates Inc | 6,459 | $2.23M | 0.06% | +6,395+9,992.2% | Added |
| Delta Investment Management, LLC | 6,441 | $2.22M | 0.64% | −166−2.5% | Reduced |
| Oakmont Corp | 6,392 | $2.20M | 0.30% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 6,363 | $2.19M | 0.06% | −246−3.7% | Reduced |
| GAM Holding AG | 6,360 | $2.19M | 0.15% | +64+1.0% | Added |
| Cetera Advisors LLC | 6,326 | $2.18M | 0.04% | +191+3.1% | Added |
| Tokio Marine Asset Management Co Ltd | 6,317 | $2.18M | 0.15% | +817+14.9% | Added |
| Spears Abacus Advisors LLC | 6,306 | $2.17M | 0.19% | −130−2.0% | Reduced |
| Windmill Hill Asset Management Ltd | 6,290 | $2.17M | 1.50% | 00.0% | Unchanged |
| George Kaiser Family Foundation | 6,289 | $2.17M | 0.35% | 00.0% | Unchanged |
| Intrust Bank NA | 6,275 | $2.16M | 0.28% | +176+2.9% | Added |
| Sustainable Insight Capital Management, LLC | 6,259 | $2.16M | 2.17% | +1,514+31.9% | Added |
| Ceera Investments, LLC | 6,171 | $2.13M | 1.36% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 6,323 | $2.12M | 0.09% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 6,117 | $2.11M | 0.00% | +2,944+92.8% | Added |
| Veriti Management LLC | 6,082 | $2.10M | 0.25% | +716+13.3% | Added |
| Vident Investment Advisory, LLC | 6,003 | $2.07M | 0.07% | +607+11.2% | Added |
| Regents of the University of California | 6,000 | $2.07M | 0.38% | 00.0% | Unchanged |
| Harbert Fund Advisors, Inc. | 6,000 | $2.07M | 1.48% | +2,000+50.0% | Added |
| Legacy Financial Strategies, LLC | 5,963 | $2.06M | 0.76% | +563+10.4% | Added |
| Clearstead Advisors, LLC | 5,942 | $2.05M | 0.15% | +52+0.9% | Added |
| Paradigm Financial Partners, LLC | 5,921 | $2.04M | 0.55% | +160+2.8% | Added |
| Caxton Associates LP | 5,894 | $2.03M | 0.32% | +5,894 | New |
| Panagora Asset Management Inc | 5,879 | $2.03M | 0.01% | −679−10.4% | Reduced |
| Illinois Municipal Retirement Fund | 5,870 | $2.02M | 0.04% | 00.0% | Unchanged |
| Wills Financial Group, Inc. | 5,820 | $2.01M | 1.08% | +1,489+34.4% | Added |
| Harbor Capital Advisors, Inc. | 5,763 | $1.99M | 0.57% | +5,763 | New |
| Centaurus Financial, Inc. | 5,732 | $1.98M | 0.16% | −4,340−43.1% | Reduced |
| Texas Yale Capital Corp. | 5,630 | $1.94M | 0.10% | −40−0.7% | Reduced |
| Trust Co of Vermont | 5,619 | $1.94M | 0.14% | −145−2.5% | Reduced |
| Dodge & Cox | 5,600 | $1.93M | 0.00% | −200−3.4% | Reduced |
| Guardian Capital LP | 5,580 | $1.92M | 0.06% | +330+6.3% | Added |
| Daymark Wealth Partners, LLC | 5,511 | $1.90M | 0.25% | +5,511 | New |
| Boston Private Wealth LLC | 5,503 | $1.90M | 0.03% | −535−8.9% | Reduced |
| Okabena Investment Services Inc | 5,469 | $1.89M | 1.35% | −1,694,531−99.7% | Reduced |
| Enterprise Bank & Trust Co | 5,461 | $1.88M | 0.81% | −116−2.1% | Reduced |
| Souders Financial Advisors | 5,426 | $1.87M | 0.40% | +12+0.2% | Added |
| Lido Advisors, LLC | 5,403 | $1.86M | 0.03% | −11,439−67.9% | Reduced |
| Cohen Klingenstein LLC | 5,400 | $1.86M | 0.09% | 00.0% | Unchanged |
| Insight Wealth Strategies, LLC | 5,400 | $1.86M | 0.37% | −136−2.5% | Reduced |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 5,395 | $1.86M | 0.00% | −1,397−20.6% | Reduced |
| Private Advisor Group, LLC | 5,393 | $1.86M | 0.02% | +828+18.1% | Added |
| Morse Asset Management, Inc | 5,352 | $1.84M | 0.62% | +4,654+666.8% | Added |
| Horizon Investments, LLC | 5,334 | $1.84M | 0.05% | −1,506−22.0% | Reduced |
| Empowered Funds, LLC | 5,324 | $1.84M | 0.11% | +864+19.4% | Added |
| Ascent Group, LLC | 5,304 | $1.83M | 0.19% | −798−13.1% | Reduced |
| Ritholtz Wealth Management | 5,282 | $1.82M | 0.09% | −490−8.5% | Reduced |
| Elite Wealth Management, Inc. | 5,274 | $1.82M | 0.80% | −29−0.5% | Reduced |
| MMBG Investment Advisors Co. | 5,270 | $1.82M | 0.23% | 00.0% | Unchanged |
| American State Bank (Iowa) | 5,205 | $1.79M | 1.31% | +30+0.6% | Added |
| WD Rutherford LLC | 5,185 | $1.79M | 1.26% | −25−0.5% | Reduced |
| Belpointe Asset Management LLC | 5,161 | $1.78M | 0.10% | +405+8.5% | Added |
| Lederer & Associates Investment Counsel | 5,101 | $1.76M | 1.36% | −4−0.1% | Reduced |
| Quantinno Capital Management LP | 5,015 | $1.73M | 0.11% | +920+22.5% | Added |
| AXS Investments LLC | 5,007 | $1.73M | 0.57% | +51+1.0% | Added |
| Signaturefd, LLC | 5,004 | $1.73M | 0.05% | −35−0.7% | Reduced |
| Chemistry Wealth Management LLC | 5,002 | $1.72M | 0.60% | +142+2.9% | Added |
| Frisch Financial Group, Inc. | 5,000 | $1.72M | 0.67% | 00.0% | Unchanged |
| Viking Fund Management LLC | 5,000 | $1.72M | 0.33% | 00.0% | Unchanged |
| Anson Funds Management LP | 5,000 | $1.72M | 0.54% | +5,000 | New |
| WealthPLAN Partners, LLC | 4,989 | $1.72M | 0.20% | −3,550−41.6% | Reduced |
| Cypress Asset Management Inc | 4,986 | $1.72M | 0.59% | −85−1.7% | Reduced |
| Robertson Stephens Wealth Management, LLC | 4,983 | $1.72M | 0.14% | −212−4.1% | Reduced |
| Skylands Capital, LLC | 4,975 | $1.72M | 0.25% | 00.0% | Unchanged |
| National Asset Management, Inc. | 4,952 | $1.71M | 0.05% | +480+10.7% | Added |
| Mount Yale Investment Advisors, LLC | 4,946 | $1.71M | 0.19% | −799−13.9% | Reduced |
| CAPROCK Group, Inc. | 4,944 | $1.70M | 0.13% | +167+3.5% | Added |
| Harrell Investment Partners, LLC | 4,930 | $1.70M | 0.60% | +261+5.6% | Added |
| Solidarilty Wealth, LLC | 4,926 | $1.70M | 0.77% | +4,926 | New |
| Anchor Investment Management, LLC | 4,905 | $1.69M | 0.23% | +545+12.5% | Added |
| SRS Capital Advisors, Inc. | 4,861 | $1.68M | 0.22% | +101+2.1% | Added |
| WealthShield Partners, LLC | 4,854 | $1.67M | 0.27% | +174+3.7% | Added |
| Argus Investors' Counsel, Inc. | 4,851 | $1.67M | 1.27% | −12−0.2% | Reduced |
| Bogart Wealth, LLC | 4,846 | $1.67M | 0.11% | +130+2.8% | Added |
| Chatham Capital Group, Inc. | 4,660 | $1.61M | 0.36% | −50−1.1% | Reduced |
| Verition Fund Management LLC | 4,636 | $1.60M | 0.03% | −7−0.2% | Reduced |
| Integrated Wealth Concepts LLC | 4,610 | $1.59M | 0.03% | +2,385+107.2% | Added |
| American Money Management, LLC | 4,538 | $1.56M | 0.42% | +159+3.6% | Added |
| Mather Group, LLC. | 4,507 | $1.55M | 0.03% | −2,380−34.6% | Reduced |
| Whitener Capital Management, Inc. | 4,500 | $1.55M | 0.65% | −600−11.8% | Reduced |
| Machina Capital S.A.S. | 4,478 | $1.54M | 1.35% | +3,442+332.2% | Added |
| Congress Asset Management Co | 4,439 | $1.53M | 0.01% | +823+22.8% | Added |
| Great Lakes Retirement, Inc. | 4,435 | $1.53M | 0.29% | +4,435 | New |
| Lindsell Train LtdSuperinvestorLindsell Train | 4,400 | $1.52M | 0.03% | 00.0% | Unchanged |
| XTX Topco Ltd | 4,329 | $1.49M | 0.31% | +4,329 | New |
| Bell Bank | 4,317 | $1.49M | 0.16% | −261−5.7% | Reduced |
| Channing Global Advisors, LLC | 4,313 | $1.49M | 1.64% | −772−15.2% | Reduced |
| Polaris Wealth Advisory Group, LLC | 4,283 | $1.48M | 0.11% | 00.0% | Unchanged |
| Ashford Capital Management Inc | 4,281 | $1.48M | 0.22% | +27+0.6% | Added |
| Capital Group Investment Management Pte. Ltd. | 4,265 | $1.47M | 0.08% | −370−8.0% | Reduced |
| IMS Capital Management | 4,256 | $1.47M | 0.87% | +30+0.7% | Added |