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 |
|---|---|---|---|---|---|
| Patten & Patten Inc | 874 | $350.4K | 0.03% | −150−14.6% | Reduced |
| Everett Harris & Co | 880 | $352.8K | 0.01% | 00.0% | Unchanged |
| ICW Investment Advisors LLC | 884 | $354.3K | 0.19% | +89+11.2% | Added |
| CWA Asset Management Group, LLC | 884 | $354.4K | 0.02% | −19−2.1% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 891 | $357.2K | 0.03% | 00.0% | Unchanged |
| Morningstar Investment Services LLC | 906 | $358.0K | 0.00% | +254+39.0% | Added |
| CNB Bank | 898 | $360.0K | 0.21% | +15+1.7% | Added |
| J. L. Bainbridge & Co., Inc. | 899 | $360.2K | 0.04% | +1+0.1% | Added |
| GraniteShares Advisors LLC | 899 | $360.4K | 0.33% | −62−6.5% | Reduced |
| Wrapmanager Inc | 899 | $360.4K | 0.11% | −44−4.7% | Reduced |
| Cornerstone Wealth Management, LLC | 899 | $360.5K | 0.03% | +17+1.9% | Added |
| Alta Advisers Ltd | 900 | $360.8K | 0.20% | 00.0% | Unchanged |
| Plotkin Financial Advisors, LLC | 900 | $360.8K | 0.30% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 900 | $360.8K | 0.05% | +900 | New |
| Appleton Partners Inc | 902 | $362.0K | 0.03% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 903 | $362.0K | 0.09% | −283−23.9% | Reduced |
| Fifth Third Wealth Advisors LLC | 913 | $366.0K | 0.24% | +913 | New |
| MSH Capital Advisors LLC | 914 | $366.3K | 0.13% | +914 | New |
| Callan Capital, LLC | 915 | $366.8K | 0.04% | +41+4.7% | Added |
| Jackson Square Capital, LLC | 916 | $367.2K | 0.15% | 00.0% | Unchanged |
| Alpha Family Trust | 920 | $368.8K | 0.26% | 00.0% | Unchanged |
| Consolidated Portfolio Review Corp | 920 | $368.9K | 0.09% | +199+27.6% | Added |
| Regent Peak Wealth Advisors LLC | 929 | $372.4K | 0.11% | +14+1.5% | Added |
| Hoylecohen, LLC | 929 | $372.4K | 0.03% | +27+3.0% | Added |
| Proficio Capital Partners LLC | 931 | $373.2K | 0.05% | +19+2.1% | Added |
| Kathmere Capital Management, LLC | 933 | $374.0K | 0.06% | −18−1.9% | Reduced |
| AMG National Trust Bank | 933 | $374.0K | 0.01% | +91+10.8% | Added |
| Keel Point, LLC | 934 | $374.6K | 0.05% | +99+11.9% | Added |
| Bank of Stockton | 940 | $376.8K | 0.13% | −4−0.4% | Reduced |
| Carlson Capital Management | 946 | $379.2K | 0.02% | +20+2.2% | Added |
| Fiduciary Group LLC | 950 | $380.8K | 0.05% | +8+0.8% | Added |
| Cornerstone Wealth Advisors, Inc. | 955 | $382.9K | 0.13% | 00.0% | Unchanged |
| Capital Planning Advisors, LLC | 958 | $384.1K | 0.08% | +958 | New |
| Strategic Blueprint, LLC | 958 | $384.1K | 0.04% | −13−1.3% | Reduced |
| Allworth Financial LP | 958 | $384.1K | 0.00% | +13+1.4% | Added |
| West Family Investments, Inc. | 959 | $384.5K | 0.15% | −107−10.0% | Reduced |
| Mitchell Sinkler & Starr | 959 | $384.5K | 0.11% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 967 | $387.7K | 0.01% | +967 | New |
| Advisors Capital Management, LLC | 968 | $388.0K | 0.01% | +30+3.2% | Added |
| Headinvest, LLC | 1,002 | $388.5K | 0.08% | −68−6.4% | Reduced |
| Prestige Wealth Management Group LLC | 971 | $389.3K | 0.09% | −38−3.8% | Reduced |
| Empire Financial Management Company, LLC | 977 | $391.7K | 0.16% | +104+11.9% | Added |
| IHT Wealth Management, LLC | 980 | $393.0K | 0.02% | −208−17.5% | Reduced |
| Chicago Partners Investment Group LLC | 1,005 | $396.4K | 0.02% | −185−15.5% | Reduced |
| Private Portfolio Partners LLC | 993 | $398.1K | 0.10% | −100−9.1% | Reduced |
| Kenfarb & Co. | 994 | $398.5K | 0.35% | 00.0% | Unchanged |
| Atom Investors LP | 994 | $398.5K | 0.15% | −1,695−63.0% | Reduced |
| LGT Fund Management Co Ltd. | 1,000 | $400.9K | 0.18% | 00.0% | Unchanged |
| Change Path, LLC | 1,003 | $402.0K | 0.02% | +190+23.4% | Added |
| Machina Capital S.A.S. | 1,008 | $404.1K | 0.23% | −3,470−77.5% | Reduced |
| Single Point Partners, LLC | 1,018 | $408.0K | 0.56% | +2+0.2% | Added |
| Rosenblum Silverman Sutton S F Inc | 1,024 | $410.3K | 0.14% | 00.0% | Unchanged |
| Golden State Equity Partners | 1,025 | $410.9K | 0.12% | +1,025 | New |
| Aptus Capital Advisors, LLC | 1,025 | $410.9K | 0.01% | +1,025 | New |
| Community Bank, N.A. | 1,026 | $411.3K | 0.05% | −280−21.4% | Reduced |
| Ayrshire Capital Management LLC | 1,000 | $412.0K | 0.26% | 00.0% | Unchanged |
| West Michigan Advisors, LLC | 1,031 | $413.4K | 0.17% | −54−5.0% | Reduced |
| Carnegie Capital Asset Management, LLC | 1,037 | $415.7K | 0.02% | +39+3.9% | Added |
| Emerald Advisers, LLC | 1,045 | $418.9K | 0.02% | −932−47.1% | Reduced |
| Marcum Wealth, LLC | 1,050 | $420.9K | 0.05% | −1,036−49.7% | Reduced |
| Advisory Research Inc | 1,056 | $423.3K | 0.05% | +1,056 | New |
| Legacy Financial Advisors, Inc. | 1,056 | $423.4K | 0.08% | +4+0.4% | Added |
| Mill Creek Capital Advisors, LLC | 1,058 | $424.1K | 0.01% | −235−18.2% | Reduced |
| Concord Asset Management, LLC | 1,061 | $425.4K | 0.15% | +192+22.1% | Added |
| Seven Eight Capital, LP | 1,068 | $428.2K | 0.07% | +1,068 | New |
| Shulman DeMeo Asset Management LLC | 1,079 | $432.6K | 0.13% | +1+0.1% | Added |
| Elgethun Capital Management | 1,083 | $434.3K | 0.13% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 1,087 | $435.8K | 0.05% | −475−30.4% | Reduced |
| Beacon Bridge Wealth Partners, LLC | 1,090 | $436.9K | 0.22% | +1+0.1% | Added |
| Symphony Financial, Ltd. Co. | 1,106 | $437.5K | 0.11% | −167−13.1% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 1,102 | $441.8K | 0.04% | +3+0.3% | Added |
| Janney Capital Management LLC | 1,111 | $445.0K | 0.03% | −146−11.6% | Reduced |
| Partners Capital Investment Group, LLP | 1,114 | $446.6K | 0.01% | +1,114 | New |
| Verdence Capital Advisors LLC | 1,116 | $447.3K | 0.05% | +68+6.5% | Added |
| SeaCrest Wealth Management, LLC | 1,116 | $447.4K | 0.06% | −84−7.0% | Reduced |
| PFG Investments, LLC | 1,118 | $448.3K | 0.08% | +56+5.3% | Added |
| KC Investment Advisors, LLC | 1,120 | $449.0K | 0.30% | +210+23.1% | Added |
| First Affirmative Financial Network | 1,124 | $450.5K | 0.45% | +208+22.7% | Added |
| One Wealth Advisors, LLC | 1,125 | $451.0K | 0.10% | +10+0.9% | Added |
| Pinebridge Investments, L.P. | 1,129 | $452.6K | 0.00% | −57,578−98.1% | Reduced |
| 1776 Wealth LLC | 1,134 | $454.6K | 0.24% | +1,134 | New |
| Smith Shellnut Wilson LLC | 1,137 | $455.8K | 0.26% | −6−0.5% | Reduced |
| Duality Advisers, LP | 1,139 | $456.6K | 0.06% | −14,138−92.5% | Reduced |
| First Interstate Bank | 1,155 | $463.0K | 0.04% | −165−12.5% | Reduced |
| Houlihan Financial Resource Group, Ltd. | 1,184 | $464.0K | 0.01% | +305+34.7% | Added |
| Institute for Wealth Management, LLC. | 1,158 | $464.2K | 0.08% | −27−2.3% | Reduced |
| Principle Wealth Partners LLC | 1,159 | $464.7K | 0.05% | +10+0.9% | Added |
| Magellan Asset Management Ltd | 1,160 | $465.0K | 0.00% | +105+10.0% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 1,162 | $465.8K | 0.06% | +3+0.3% | Added |
| LWM Advisory Services, LLC | 1,187 | $474.5K | 0.50% | −6−0.5% | Reduced |
| Dynamic Advisor Solutions LLC | 1,188 | $476.3K | 0.02% | −107−8.3% | Reduced |
| Fidelis Capital Partners, LLC | 1,189 | $476.7K | 0.17% | +2+0.2% | Added |
| Tilia Fiduciary Partners, Inc. | 1,192 | $478.0K | 0.43% | −52−4.2% | Reduced |
| Independence Bank of Kentucky | 1,193 | $478.3K | 0.19% | +26+2.2% | Added |
| Level Four Advisory Services, LLC | 1,194 | $478.7K | 0.03% | −131−9.9% | Reduced |
| Gryphon Financial Partners LLC | 1,202 | $482.0K | 0.11% | +18+1.5% | Added |
| Everhart Financial Group, Inc. | 1,206 | $483.5K | 0.20% | +556+85.5% | Added |
| Dana Investment Advisors, Inc. | 1,207 | $483.9K | 0.02% | +1,207 | New |
| Joule Financial, LLC | 1,218 | $488.3K | 0.25% | 00.0% | Unchanged |
| Country Club Bank | 1,238 | $490.0K | 0.04% | −16−1.3% | Reduced |