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 |
|---|---|---|---|---|---|
| Wealth Architects, LLC | 655 | $262.6K | 0.04% | +7+1.1% | Added |
| D.B. Root & Company, LLC | 655 | $262.6K | 0.10% | +37+6.0% | Added |
| VisionPoint Advisory Group, LLC | 658 | $263.8K | 0.11% | +658 | New |
| Sculati Wealth Management, LLC | 658 | $263.8K | 0.13% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 661 | $265.0K | 0.01% | −289−30.4% | Reduced |
| Allred Capital Management, LLC | 668 | $267.8K | 0.13% | +32+5.0% | Added |
| Shufro Rose & Co LLC | 678 | $271.8K | 0.02% | 00.0% | Unchanged |
| Alera Investment Advisors, LLC | 679 | $272.0K | 0.06% | +5+0.7% | Added |
| SFMG, LLC | 679 | $272.4K | 0.03% | +679 | New |
| Waterloo Capital, L.P. | 680 | $272.6K | 0.08% | +680 | New |
| Legacy Wealth Management, LLC | 685 | $274.6K | 0.14% | −14−2.0% | Reduced |
| Gainplan LLC | 689 | $276.2K | 0.15% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 689 | $276.2K | 0.02% | −34−4.7% | Reduced |
| Peak Planning Group, LLC | 690 | $276.6K | 0.21% | +2+0.3% | Added |
| David R. Rahn & Associates Inc. | 690 | $276.6K | 0.13% | 00.0% | Unchanged |
| Barnes Pettey Financial Advisors, LLC | 698 | $279.8K | 0.24% | 00.0% | Unchanged |
| Sandler Capital Management | 700 | $280.6K | 0.03% | 00.0% | Unchanged |
| M&R Capital Management Inc | 700 | $280.6K | 0.07% | 00.0% | Unchanged |
| Carr Financial Group Corp | 701 | $281.0K | 0.11% | 00.0% | Unchanged |
| Telemus Capital, LLC | 708 | $283.8K | 0.02% | −3−0.4% | Reduced |
| CVA Family Office, LLC | 709 | $284.2K | 0.06% | +90+14.5% | Added |
| Quent Capital, LLC | 710 | $284.7K | 0.04% | +23+3.3% | Added |
| Mayflower Financial Advisors, LLC | 711 | $285.1K | 0.04% | −13−1.8% | Reduced |
| Ifrah Financial Services, Inc. | 712 | $285.6K | 0.09% | −7−1.0% | Reduced |
| Optas, LLC | 713 | $285.8K | 0.10% | +42+6.3% | Added |
| Inceptionr LLC | 716 | $287.0K | 0.15% | −2,651−78.7% | Reduced |
| D. E. Shaw & Co., Inc. | 719 | $288.2K | 0.00% | +719 | New |
| Portside Wealth Group, LLC | 722 | $289.4K | 0.05% | +722 | New |
| Osborne Partners Capital Management, LLC | 725 | $290.6K | 0.02% | −49−6.3% | Reduced |
| City State Bank | 725 | $291.0K | 0.16% | −31−4.1% | Reduced |
| Samalin Investment Counsel, LLC | 728 | $291.9K | 0.16% | +728 | New |
| ArrowMark Colorado Holdings LLC | 731 | $293.1K | 0.00% | 00.0% | Unchanged |
| MJP Associates Inc | 736 | $295.0K | 0.10% | −4−0.5% | Reduced |
| Capital Advisors, Ltd. LLC | 735 | $295.0K | 0.04% | +145+24.6% | Added |
| First Pacific Advisors, LP | 744 | $298.3K | 0.00% | 00.0% | Unchanged |
| Northwest Bancshares, Inc. | 744 | $298.3K | 0.05% | +31+4.3% | Added |
| Camden Capital, LLC | 746 | $299.1K | 0.03% | +47+6.7% | Added |
| Ledyard National Bank | 749 | $300.3K | 0.03% | +4+0.5% | Added |
| Provence Wealth Management Group | 749 | $300.3K | 0.18% | +11+1.5% | Added |
| Somerset Group LLC | 750 | $300.7K | 0.25% | 00.0% | Unchanged |
| Violich Capital Management, Inc. | 750 | $301.0K | 0.05% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 754 | $302.3K | 0.02% | +69+10.1% | Added |
| Romano Brothers and Company | 754 | $302.4K | 0.05% | −75−9.0% | Reduced |
| Strategy Asset Managers LLC | 756 | $303.2K | 0.07% | +17+2.3% | Added |
| Reuter James Wealth Management, LLC | 761 | $305.1K | 0.37% | −5−0.7% | Reduced |
| Azimuth Capital Investment Management LLC | 765 | $306.7K | 0.01% | −50−6.1% | Reduced |
| Goldstein Advisors, LLC | 765 | $306.7K | 0.06% | −15−1.9% | Reduced |
| Taurus Asset Management, LLC | 766 | $307.1K | 0.04% | 00.0% | Unchanged |
| Oversea-Chinese Banking CORP Ltd | 769 | $308.3K | 0.01% | 00.0% | Unchanged |
| Rational Advisors LLC | 773 | $309.9K | 0.03% | +773 | New |
| Simmons Bank | 777 | $311.5K | 0.03% | +49+6.7% | Added |
| Traphagen Investment Advisors LLC | 777 | $311.7K | 0.04% | −193−19.9% | Reduced |
| Calamos Wealth Management LLC | 780 | $312.7K | 0.02% | +10+1.3% | Added |
| Blueprint Investment Partners LLC | 780 | $312.7K | 0.11% | +780 | New |
| Financial Network Wealth Management LLC | 800 | $313.0K | 0.14% | 00.0% | Unchanged |
| BFT Financial Group, LLC | 781 | $313.1K | 0.04% | +38+5.1% | Added |
| Goodman Advisory Group, LLC | 783 | $313.9K | 0.12% | −309−28.3% | Reduced |
| Prosperity Financial Group, Inc. | 783 | $313.9K | 0.28% | +45+6.1% | Added |
| Northstar Advisory Group, LLC | 783 | $313.9K | 0.21% | +783 | New |
| Wealthcare Advisory Partners LLC | 784 | $314.3K | 0.01% | +61+8.4% | Added |
| Anchor Capital Advisors LLC | 787 | $315.5K | 0.01% | −15−1.9% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 789 | $316.4K | 0.00% | +789 | New |
| Integrated Investment Consultants, LLC | 790 | $316.7K | 0.10% | −7−0.9% | Reduced |
| Johnson Financial Group, Inc. | 793 | $317.9K | 0.02% | +17+2.2% | Added |
| StoneX Group Inc. | 794 | $318.3K | 0.03% | −347−30.4% | Reduced |
| Waddell & Associates, LLC | 797 | $319.5K | 0.05% | −375−32.0% | Reduced |
| Pekin Hardy Strauss, Inc. | 797 | $319.5K | 0.05% | 00.0% | Unchanged |
| Gyroscope Capital Management Group, LLC | 800 | $320.7K | 0.07% | +200+33.3% | Added |
| Burney Co | 801 | $321.1K | 0.01% | +70+9.6% | Added |
| Sage Mountain Advisors LLC | 803 | $321.9K | 0.05% | +22+2.8% | Added |
| Deseret Mutual Benefit Administrators | 805 | $322.7K | 0.13% | −54−6.3% | Reduced |
| Meridian Investment Counsel Inc. | 805 | $322.7K | 0.11% | 00.0% | Unchanged |
| Endowment Wealth Management, Inc. | 807 | $323.6K | 0.30% | +70+9.5% | Added |
| Bell Investment Advisors, Inc | 809 | $324.3K | 0.07% | +580+253.3% | Added |
| Park Place Capital Corp | 815 | $326.7K | 0.09% | −10−1.2% | Reduced |
| Curi Capital | 816 | $327.1K | 0.04% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 818 | $327.9K | 0.01% | +4+0.5% | Added |
| Hartford Funds Management Co LLC | 824 | $330.5K | 0.03% | +97+13.3% | Added |
| Philadelphia Trust Co | 826 | $331.0K | 0.03% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 826 | $331.0K | 0.03% | +826 | New |
| Acima Private Wealth, LLC | 826 | $331.1K | 0.16% | −22−2.6% | Reduced |
| Epic Trust Investment Advisors, LLC | 829 | $332.3K | 0.47% | −312−27.3% | Reduced |
| L2 Asset Management, LLC | 833 | $333.9K | 0.16% | +39+4.9% | Added |
| Confluence Wealth Services, Inc. | 836 | $335.1K | 0.07% | +7+0.8% | Added |
| Lakeview Capital Partners, LLC | 836 | $335.3K | 0.06% | +169+25.3% | Added |
| Linscomb & Williams, Inc. | 838 | $335.8K | 0.02% | +7+0.8% | Added |
| StrategIQ Financial Group, LLC | 844 | $338.4K | 0.04% | 00.0% | Unchanged |
| Corundum Group, Inc. | 845 | $338.8K | 0.17% | +26+3.2% | Added |
| Riverwater Partners LLC | 846 | $339.2K | 0.30% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 850 | $340.8K | 0.03% | −1,058−55.5% | Reduced |
| Catalyst Financial Partners LLC | 850 | $340.8K | 0.12% | +221+35.1% | Added |
| Ironwood Investment Management LLC | 851 | $341.2K | 0.20% | −52−5.8% | Reduced |
| Stokes Family Office, LLC | 856 | $343.2K | 0.04% | +215+33.5% | Added |
| Drive Wealth Management, LLC | 856 | $343.4K | 0.13% | +89+11.6% | Added |
| Revisor Wealth Management LLC | 857 | $343.6K | 0.31% | −26−2.9% | Reduced |
| Triad Investment Management | 862 | $345.6K | 0.48% | 00.0% | Unchanged |
| First National Bank of South Miami | 863 | $346.0K | 0.28% | −199−18.7% | Reduced |
| Abbrea Capital, LLC | 865 | $347.0K | 0.05% | +45+5.5% | Added |
| Matthew Goff Investment Advisor, LLC | 868 | $348.0K | 0.08% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,012 | $349.0K | 0.01% | −900−47.1% | Reduced |