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 |
|---|---|---|---|---|---|
| Consolidated Planning Corp | 4,249 | $1.46M | 0.38% | −136−3.1% | Reduced |
| Clarius Group, LLC | 4,207 | $1.45M | 0.12% | −410−8.9% | Reduced |
| Gladstone Institutional Advisory LLC | 4,206 | $1.45M | 0.09% | −1,756−29.5% | Reduced |
| Legato Capital Management LLC | 4,196 | $1.45M | 0.26% | +272+6.9% | Added |
| Avitas Wealth Management LLC | 4,192 | $1.45M | 0.28% | −25−0.6% | Reduced |
| Meeder Advisory Services, Inc. | 4,186 | $1.44M | 0.17% | +164+4.1% | Added |
| WealthPlan Investment Management, LLC | 4,147 | $1.43M | 0.25% | −4,392−51.4% | Reduced |
| Twin Capital Management Inc | 4,143 | $1.43M | 0.20% | +4,143 | New |
| Parsons Capital Management Inc | 4,135 | $1.43M | 0.11% | −72−1.7% | Reduced |
| Lumature Wealth Partners, LLC | 4,131 | $1.42M | 0.80% | −562−12.0% | Reduced |
| Coldstream Capital Management Inc | 4,120 | $1.42M | 0.05% | +121+3.0% | Added |
| Blue Fin Capital, Inc. | 4,075 | $1.42M | 0.46% | −22−0.5% | Reduced |
| Sterling Investment Management, Inc. | 4,094 | $1.41M | 1.12% | −59−1.4% | Reduced |
| Cutler Investment Counsel LLC | 4,091 | $1.41M | 0.22% | +6+0.1% | Added |
| Wedbush Securities Inc | 4,082 | $1.41M | 0.07% | +208+5.4% | Added |
| Stevens Capital Management LP | 4,073 | $1.40M | 0.35% | +2,493+157.8% | Added |
| Two Sigma Securities, LLC | 4,071 | $1.40M | 0.12% | +1,623+66.3% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 4,065 | $1.40M | 0.02% | +81+2.0% | Added |
| Apollon Wealth Management, LLC | 4,055 | $1.40M | 0.09% | −138−3.3% | Reduced |
| Valeo Financial Advisors, LLC | 4,014 | $1.38M | 0.07% | −755−15.8% | Reduced |
| Excalibur Management Corp | 4,003 | $1.38M | 0.72% | 00.0% | Unchanged |
| Decatur Capital Management, Inc. | 4,002 | $1.38M | 1.04% | −755−15.9% | Reduced |
| Redwood Investments, LLC | 3,995 | $1.38M | 0.18% | +42+1.1% | Added |
| Fund Management at Engine No. 1 LLC | 3,992 | $1.38M | 0.28% | +326+8.9% | Added |
| Gotham Asset Management, LLC | 3,981 | $1.37M | 0.03% | −4,088−50.7% | Reduced |
| Davy Global Fund Management Ltd | 3,981 | $1.37M | 0.26% | −188−4.5% | Reduced |
| Guyasuta Investment Advisors Inc | 3,966 | $1.37M | 0.11% | +113+2.9% | Added |
| Cigna Investments Inc | 3,943 | $1.36M | 0.27% | −148−3.6% | Reduced |
| Profund Advisors LLC | 3,904 | $1.35M | 0.08% | −182−4.5% | Reduced |
| Evercore Wealth Management, LLC | 3,871 | $1.33M | 0.03% | 00.0% | Unchanged |
| Private Trust Co NA | 3,862 | $1.33M | 0.18% | −56−1.4% | Reduced |
| Brookfield Asset Management Inc. | 3,857 | $1.33M | 0.01% | −6,921−64.2% | Reduced |
| Krilogy Financial LLC | 3,856 | $1.33M | 0.11% | +2,306+148.8% | Added |
| Spire Wealth Management | 3,852 | $1.33M | 0.05% | −81−2.1% | Reduced |
| Trust Asset Management LLC | 3,825 | $1.32M | 0.15% | −124−3.1% | Reduced |
| Arden Trust Co | 3,816 | $1.32M | 0.24% | −178−4.5% | Reduced |
| GYL Financial Synergies, LLC | 3,817 | $1.32M | 0.16% | −78−2.0% | Reduced |
| Argent Trust Co | 3,812 | $1.31M | 0.08% | +88+2.4% | Added |
| Hamilton Point Investment Advisors, LLC | 3,800 | $1.31M | 0.32% | 00.0% | Unchanged |
| Davis R M Inc | 3,793 | $1.31M | 0.03% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 3,784 | $1.30M | 0.06% | −2,726−41.9% | Reduced |
| Benjamin Edwards Inc | 3,743 | $1.29M | 0.31% | +111+3.1% | Added |
| Aristotle Atlantic Partners, LLC | 3,740 | $1.29M | 0.07% | 00.0% | Unchanged |
| BancorpSouth Bank | 3,727 | $1.28M | 0.12% | −87−2.3% | Reduced |
| Versor Investments LP | 3,692 | $1.27M | 0.17% | +2,892+361.5% | Added |
| River Wealth Advisors LLC | 3,686 | $1.27M | 0.23% | −10−0.3% | Reduced |
| Legacy Wealth Asset Management, LLC | 3,679 | $1.27M | 0.46% | −10.0% | Reduced |
| Buckingham Strategic Wealth, LLC | 3,782 | $1.27M | 0.02% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 3,668 | $1.26M | 0.52% | +709+24.0% | Added |
| Moody National Bank Trust Division | 3,653 | $1.26M | 0.11% | 00.0% | Unchanged |
| DoubleLine ETF Adviser LP | 3,645 | $1.26M | 0.54% | −1,053−22.4% | Reduced |
| W.H. Cornerstone Investments Inc. | 3,642 | $1.26M | 1.14% | +758+26.3% | Added |
| Geneva Capital Management LLC | 3,629 | $1.25M | 0.03% | −271−6.9% | Reduced |
| Perigon Wealth Management, LLC | 3,621 | $1.25M | 0.07% | −9−0.2% | Reduced |
| Roundview Capital LLC | 3,611 | $1.24M | 0.13% | +1,124+45.2% | Added |
| Baldwin Brothers Inc | 3,580 | $1.23M | 0.11% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 3,555 | $1.23M | 0.11% | +741+26.3% | Added |
| Tealwood Asset Management Inc | 3,509 | $1.21M | 0.62% | −125−3.4% | Reduced |
| Boston Trust Walden Corp | 3,486 | $1.20M | 0.01% | −100−2.8% | Reduced |
| Chilton Investment Co LLC | 3,481 | $1.20M | 0.04% | +399+12.9% | Added |
| Parallel Advisors, LLC | 3,479 | $1.20M | 0.04% | −417−10.7% | Reduced |
| Catalyst Wealth Management, LLC | 3,444 | $1.19M | 1.11% | +174+5.3% | Added |
| Voya Financial Advisors, Inc. | 3,468 | $1.18M | 0.15% | −300−8.0% | Reduced |
| Schechter Investment Advisors, LLC | 3,433 | $1.18M | 0.11% | +438+14.6% | Added |
| Reynders McVeigh Capital Management, LLC | 3,430 | $1.18M | 0.08% | 00.0% | Unchanged |
| Abundance Wealth Counselors | 3,405 | $1.17M | 0.30% | −615−15.3% | Reduced |
| Ballentine Partners, LLC | 3,385 | $1.17M | 0.03% | −30−0.9% | Reduced |
| Fox Run Management, L.L.C. | 3,384 | $1.17M | 0.38% | +2,359+230.1% | Added |
| Woodstock Corp | 3,373 | $1.16M | 0.15% | −29−0.9% | Reduced |
| Inceptionr LLC | 3,367 | $1.16M | 0.37% | +2,371+238.1% | Added |
| Fort Point Capital Partners LLC | 3,360 | $1.16M | 0.19% | +83+2.5% | Added |
| Pine Valley Investments Ltd Liability Co | 3,923 | $1.15M | 0.18% | +3,923 | New |
| Venturi Wealth Management, LLC | 3,334 | $1.15M | 0.09% | −153−4.4% | Reduced |
| Nomura Holdings Inc | 3,319 | $1.14M | 0.01% | −431−11.5% | Reduced |
| Fosun International Ltd | 3,310 | $1.14M | 0.11% | +2,095+172.4% | Added |
| Quadrant Capital Group LLC | 3,282 | $1.13M | 0.12% | −245−6.9% | Reduced |
| Flagship Harbor Advisors, LLC | 3,277 | $1.13M | 0.11% | +237+7.8% | Added |
| Checchi Capital Advisers, LLC | 3,267 | $1.13M | 0.11% | +277+9.3% | Added |
| Monumental Financial Group Inc. | 3,264 | $1.13M | 0.81% | +265+8.8% | Added |
| Sequoia Financial Advisors, LLC | 3,249 | $1.12M | 0.02% | +153+4.9% | Added |
| First Bank & Trust | 3,211 | $1.11M | 0.29% | +316+10.9% | Added |
| Strategic Wealth Partners Group LLC | 3,164 | $1.11M | 0.18% | +919+40.9% | Added |
| Nichols & Pratt Advisers LLP | 3,200 | $1.10M | 0.08% | −850−21.0% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 3,175 | $1.09M | 0.62% | +162+5.4% | Added |
| Conestoga Capital Advisors, LLC | 3,175 | $1.09M | 0.02% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 3,148 | $1.09M | 0.05% | +590+23.1% | Added |
| Transatlantique Private Wealth LLC | 3,186 | $1.08M | 0.60% | +10.0% | Added |
| Canandaigua National Bank & Trust Co | 3,101 | $1.07M | 0.18% | +3,101 | New |
| Proequities, Inc. | 3,078 | $1.06M | 0.08% | −3,485−53.1% | Reduced |
| Sepio Capital, LP | 3,078 | $1.06M | 0.10% | −23−0.7% | Reduced |
| Dohj, LLC | 3,078 | $1.06M | 0.54% | −238−7.2% | Reduced |
| Balentine LLC | 3,070 | $1.06M | 0.04% | −611−16.6% | Reduced |
| Ellevest, Inc. | 3,065 | $1.06M | 0.08% | +766+33.3% | Added |
| MAI Capital Management | 3,057 | $1.05M | 0.02% | −458−13.0% | Reduced |
| Lee Financial Co | 3,056 | $1.05M | 0.18% | +645+26.8% | Added |
| Boston Partners | 3,051 | $1.05M | 0.00% | −1,930−38.7% | Reduced |
| Landscape Capital Management, L.L.C. | 3,018 | $1.04M | 0.14% | +3,018 | New |
| Mezzasalma Advisors, LLC | 2,995 | $1.03M | 0.73% | −100−3.2% | Reduced |
| Sonnipe Ltd | 2,984 | $1.03M | 0.16% | +310+11.6% | Added |
| Heritage Trust Co | 2,980 | $1.03M | 0.16% | −146−4.7% | Reduced |