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, Q2 2023
Institutional positions in S&P Global Inc. as of Jun 30, 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
- 1,622
- +34 vs. Q1 2023
- Shares held
- 277.5M
- −9.38M (−3.3%) vs. Q1 2023
- Total value
- $111.1B
- +$15.8B (+16.6%) vs. Q1 2023
- New holders
- 138
- 616 more added
- Sold out
- 104
- 605 more reduced
10 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding S&P Global Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Kapitalo Investimentos Ltda | 80 | $32.1K | 0.01% | +80 | New |
| Ridgewood Investments LLC | 81 | $32.5K | 0.02% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 84 | $32.5K | 0.01% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 83 | $33.3K | 0.00% | +1+1.2% | Added |
| HWG Holdings LP | 85 | $34.1K | 0.02% | +24+39.3% | Added |
| First Financial Corp | 86 | $34.5K | 0.02% | −4−4.4% | Reduced |
| Group One Trading, L.P. | 89 | $35.7K | 0.00% | +89 | New |
| Sutton Wealth Advisors Inc. | 90 | $36.1K | 0.02% | −2−2.2% | Reduced |
| Archer Investment Corp | 93 | $37.3K | 0.01% | +93 | New |
| West Branch Capital LLC | 94 | $37.7K | 0.02% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 95 | $38.1K | 0.01% | 00.0% | Unchanged |
| Rain Capital Management, LLC | 97 | $38.9K | 0.03% | −1−1.0% | Reduced |
| Credit Agricole S A | 98 | $39.3K | 0.00% | −254−72.2% | Reduced |
| Heritage Wealth Advisors | 98 | $39.3K | 0.00% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 99 | $39.8K | 0.04% | 00.0% | Unchanged |
| Centennial Bank | 100 | $40.1K | 0.03% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 102 | $40.9K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 102 | $40.9K | 0.02% | +13+14.6% | Added |
| Rock Creek Group, LP | 103 | $41.3K | 0.01% | +103 | New |
| New Millennium Group LLC | 104 | $41.7K | 0.04% | 00.0% | Unchanged |
| Riverview Trust Co | 105 | $42.1K | 0.04% | +65+162.5% | Added |
| Institutional & Family Asset Management, LLC | 109 | $43.7K | 0.01% | −3−2.7% | Reduced |
| Arrow Financial Corp | 110 | $44.1K | 0.01% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 112 | $44.9K | 0.02% | +54+93.1% | Added |
| Grayhawk Investment Strategies Inc. | 114 | $45.7K | 0.03% | 00.0% | Unchanged |
| Bangor Savings Bank | 116 | $46.5K | 0.01% | +25+27.5% | Added |
| Cambridge Trust Co | 116 | $46.5K | 0.00% | +55+90.2% | Added |
| Exchange Traded Concepts, LLC | 118 | $47.3K | 0.00% | −211−64.1% | Reduced |
| Geneos Wealth Management Inc. | 118 | $47.4K | 0.00% | −15−11.3% | Reduced |
| Pin Oak Investment Advisors Inc | 120 | $48.0K | 0.05% | +63+110.5% | Added |
| Rosenberg Matthew Hamilton | 120 | $48.1K | 0.02% | −34−22.1% | Reduced |
| McIlrath & Eck, LLC | 123 | $49.3K | 0.01% | −24−16.3% | Reduced |
| Glen Eagle Advisors, LLC | 125 | $50.1K | 0.01% | 00.0% | Unchanged |
| Steward Financial Group LLC | 129 | $51.0K | 0.02% | +89+222.5% | Added |
| Pacifica Partners Inc. | 131 | $52.4K | 0.03% | +34+35.1% | Added |
| Coppell Advisory Solutions LLC | 135 | $53.4K | 0.02% | +135 | New |
| Sugarloaf Wealth Management, LLC | 134 | $53.7K | 0.01% | +134 | New |
| Tradition Wealth Management, LLC | 134 | $54.0K | 0.01% | +3+2.3% | Added |
| Earnest Partners LLC | 141 | $56.5K | 0.00% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 145 | $58.0K | 0.02% | 00.0% | Unchanged |
| Taikang Asset Management (Hong Kong) Co Ltd | 18,463 | $58.0K | 1.73% | −18,463−50.0% | Reduced |
| Evermay Wealth Management LLC | 150 | $60.1K | 0.01% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 154 | $61.7K | 0.02% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 156 | $62.5K | 0.01% | +29+22.8% | Added |
| Clean Yield Group | 160 | $64.1K | 0.03% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 161 | $64.5K | 0.00% | +7+4.5% | Added |
| Carmichael Hill & Associates, Inc. | 167 | $66.9K | 0.03% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 168 | $67.5K | 0.00% | +5+3.1% | Added |
| HHM Wealth Advisors, LLC | 169 | $67.8K | 0.01% | −7−4.0% | Reduced |
| Geo Capital Gestora de Recursos Ltd | 174 | $70.0K | 0.05% | −70−28.7% | Reduced |
| Carmel Capital Partners, LLC | 180 | $72.2K | 0.04% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 191 | $76.6K | 0.01% | +57+42.5% | Added |
| PFS Partners, LLC | 195 | $78.4K | 0.07% | −1−0.5% | Reduced |
| Chilton Capital Management LLC | 200 | $80.2K | 0.00% | −503−71.6% | Reduced |
| Princeton Global Asset Management LLC | 200 | $80.2K | 0.02% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 203 | $81.4K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 208 | $83.4K | 0.03% | +208 | New |
| PCA Investment Advisory Services Inc. | 215 | $86.4K | 0.05% | +215 | New |
| West Paces Advisors Inc. | 227 | $91.0K | 0.03% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 228 | $91.4K | 0.00% | −11−4.6% | Reduced |
| Baker Avenue Asset Management, LP | 228 | $91.4K | 0.00% | −3−1.3% | Reduced |
| Disciplina Capital Management LLC | 228 | $91.5K | 0.02% | +146+178.0% | Added |
| Operose Advisors LLC | 245 | $98.2K | 0.04% | 00.0% | Unchanged |
| Arlington Partners LLC | 246 | $98.6K | 0.02% | +43+21.2% | Added |
| Webster Bank, N. A. | 250 | $100.2K | 0.01% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 263 | $105.0K | 0.00% | 00.0% | Unchanged |
| Natixis Investment Managers International | 276 | $110.6K | 0.01% | −16−5.5% | Reduced |
| Kelly Lawrence W & Associates Inc | 283 | $110.9K | 0.03% | 00.0% | Unchanged |
| Goldstream Capital Management Ltd | 282 | $113.1K | 0.08% | −135−32.4% | Reduced |
| Versant Capital Management, Inc | 290 | $116.3K | 0.04% | −4−1.4% | Reduced |
| Tompkins Financial Corp | 295 | $118.3K | 0.02% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 295 | $118.3K | 0.05% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 300 | $120.3K | 0.09% | −63−17.4% | Reduced |
| Caldwell Trust Co | 304 | $121.9K | 0.02% | +69+29.4% | Added |
| St Germain D J Co Inc | 305 | $122.3K | 0.01% | +305 | New |
| Tortoise Investment Management, LLC | 314 | $125.9K | 0.02% | 00.0% | Unchanged |
| Castleview Partners, LLC | 318 | $127.5K | 0.11% | −3−0.9% | Reduced |
| Country Trust Bank | 323 | $129.5K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 324 | $129.9K | 0.05% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 325 | $130.5K | 0.01% | −73−18.3% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 333 | $133.5K | 0.01% | −159−32.3% | Reduced |
| Osterweis Capital Management Inc | 335 | $134.3K | 0.01% | 00.0% | Unchanged |
| Barometer Capital Management Inc. | 350 | $140.3K | 0.04% | +350 | New |
| American National Bank | 351 | $140.7K | 0.02% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 354 | $141.9K | 0.09% | 00.0% | Unchanged |
| Stephens Investment Management Group LLC | 367 | $147.1K | 0.00% | +89+32.0% | Added |
| Halpern Financial, Inc. | 371 | $148.7K | 0.05% | +21+6.0% | Added |
| Leonteq Securities AG | 381 | $152.7K | 0.02% | −1,358−78.1% | Reduced |
| BerganKDV Wealth Management, LLC | 381 | $152.7K | 0.02% | +346+988.6% | Added |
| Harvest Fund Management Co., Ltd | 382 | $153.0K | 0.03% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 400 | $158.0K | 0.08% | 00.0% | Unchanged |
| Glassman Wealth Services | 406 | $162.8K | 0.03% | +43+11.8% | Added |
| Blue Chip Partners, Inc. | 407 | $163.4K | 0.02% | +64+18.7% | Added |
| Nalls Sherbakoff Group, LLC | 447 | $164.2K | 0.16% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 412 | $165.4K | 0.08% | +25+6.5% | Added |
| Avalon Trust Co | 422 | $169.2K | 0.02% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 423 | $170.0K | 0.11% | +1+0.2% | Added |
| Clear Street Markets LLC | 429 | $172.0K | 0.07% | −219−33.8% | Reduced |
| General Partner, Inc. | 441 | $176.8K | 0.15% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 457 | $183.2K | 0.02% | 00.0% | Unchanged |