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 |
|---|---|---|---|---|---|
| Smithfield Trust Co | 1,234 | $491.0K | 0.03% | +24+2.0% | Added |
| Sunbelt Securities, Inc. | 1,229 | $492.8K | 0.07% | +28+2.3% | Added |
| Centerpoint Advisors, LLC | 1,231 | $493.0K | 0.20% | −3−0.2% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 1,239 | $496.9K | 0.02% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 1,248 | $500.3K | 0.09% | +180+16.9% | Added |
| CM Wealth Advisors LLC | 1,278 | $501.2K | 0.16% | −5,629−81.5% | Reduced |
| Wambolt & Associates, LLC | 1,254 | $502.7K | 0.18% | −40−3.1% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 1,264 | $506.7K | 0.25% | −750−37.2% | Reduced |
| Avestar Capital, LLC | 1,264 | $506.7K | 0.09% | +165+15.0% | Added |
| Wallace Advisory Group, LLC | 1,470 | $506.8K | 0.39% | 00.0% | Unchanged |
| Graypoint LLC | 1,268 | $508.3K | 0.05% | +408+47.4% | Added |
| Leavell Investment Management, Inc. | 1,269 | $509.0K | 0.03% | −3−0.2% | Reduced |
| Applied Capital LLC | 1,271 | $509.5K | 0.48% | −50−3.8% | Reduced |
| Balboa Wealth Partners | 1,294 | $518.9K | 0.18% | −333−20.5% | Reduced |
| Transamerica Financial Advisors, Inc. | 1,295 | $519.0K | 0.07% | −9−0.7% | Reduced |
| Prossimo Advisors, LLC | 1,295 | $519.0K | 0.50% | +120+10.2% | Added |
| Royal Capital Wealth Management, LLC | 1,300 | $521.2K | 0.49% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 1,301 | $521.7K | 0.03% | −2,905−69.1% | Reduced |
| Naples Global Advisors, LLC | 1,302 | $522.0K | 0.06% | +50+4.0% | Added |
| Arkadios Wealth Advisors | 1,306 | $523.7K | 0.06% | +30+2.4% | Added |
| Crestmont Private Wealth LLC | 1,308 | $524.4K | 0.31% | +130+11.0% | Added |
| WR Wealth Planners, LLC | 1,309 | $524.8K | 0.20% | +800+157.2% | Added |
| WMS Partners, LLC | 1,328 | $532.4K | 0.04% | +3+0.2% | Added |
| Lazard Freres Gestion S.A.S. | 1,590 | $535.0K | 0.02% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 1,337 | $536.1K | 0.02% | +9+0.7% | Added |
| Forte Capital LLC | 1,339 | $536.9K | 0.08% | −13−1.0% | Reduced |
| Lincoln National Corp | 1,341 | $537.8K | 0.01% | +236+21.4% | Added |
| MainStreet Investment Advisors LLC | 1,342 | $538.0K | 0.06% | −25−1.8% | Reduced |
| Moneta Group Investment Advisors LLC | 1,343 | $538.5K | 0.01% | +283+26.7% | Added |
| ORG Partners LLC | 1,350 | $539.8K | 0.09% | +1,350 | New |
| Invenio Wealth Partners LLC | 1,350 | $541.2K | 0.61% | +1,350 | New |
| Hollencrest Capital Management | 1,351 | $541.5K | 0.06% | 00.0% | Unchanged |
| CWS Financial Advisors, LLC | 1,354 | $542.8K | 0.21% | 00.0% | Unchanged |
| Welch & Forbes LLC | 1,361 | $545.6K | 0.01% | +12+0.9% | Added |
| Allstate Corp | 1,363 | $546.4K | 0.03% | 00.0% | Unchanged |
| Nicholas Hoffman & Company, LLC. | 1,392 | $558.0K | 0.02% | −100−6.7% | Reduced |
| Richard W. Paul & Associates, LLC | 1,401 | $561.9K | 0.24% | +182+14.9% | Added |
| Wesbanco Bank Inc | 1,404 | $562.0K | 0.02% | +43+3.2% | Added |
| Financial Insights, Inc. | 1,403 | $562.4K | 0.21% | +175+14.3% | Added |
| Founders Financial Alliance, LLC | 1,413 | $566.3K | 0.22% | +193+15.8% | Added |
| Concord Wealth Partners | 1,425 | $571.3K | 0.12% | +771+117.9% | Added |
| Elevated Capital Advisors, LLC | 1,431 | $573.7K | 0.19% | +107+8.1% | Added |
| Guidance Capital, Inc | 1,482 | $574.6K | 0.25% | +1,482 | New |
| Cantor Fitzgerald, L. P. | 1,437 | $576.1K | 0.01% | −14−1.0% | Reduced |
| Buttonwood Financial Advisors Inc. | 1,442 | $578.1K | 0.36% | +77+5.6% | Added |
| Ambassador Advisors, LLC | 1,502 | $582.3K | 0.13% | +310+26.0% | Added |
| Asahi Life Asset Management Co., Ltd. | 1,460 | $585.3K | 0.19% | +655+81.4% | Added |
| New Hampshire Trust | 1,465 | $587.3K | 0.15% | 00.0% | Unchanged |
| Alpha Cubed Investments, LLC | 1,469 | $588.8K | 0.04% | −286−16.3% | Reduced |
| Founders Financial Securities LLC | 1,475 | $591.3K | 0.08% | −267−15.3% | Reduced |
| Circle Wealth Management, LLC | 1,486 | $595.8K | 0.08% | −4−0.3% | Reduced |
| Harbor Investment Advisory, LLC | 1,488 | $596.5K | 0.08% | −4−0.3% | Reduced |
| Nova R Wealth, Inc. | 1,492 | $598.0K | 0.40% | 00.0% | Unchanged |
| Spinnaker Trust | 1,497 | $600.1K | 0.04% | 00.0% | Unchanged |
| Nilsine Partners, LLC | 1,497 | $600.1K | 0.09% | +656+78.0% | Added |
| Bayesian Capital Management, LP | 1,500 | $601.3K | 0.06% | −19,900−93.0% | Reduced |
| Sound Financial Strategies Group, LLC | 1,516 | $607.7K | 0.44% | +1,516 | New |
| Relyea Zuckerberg Hanson LLC | 1,520 | $609.4K | 0.14% | +254+20.1% | Added |
| Meritage Portfolio Management | 1,522 | $610.0K | 0.04% | +7+0.5% | Added |
| Icon Wealth Partners, LLC | 1,533 | $614.6K | 0.07% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 1,540 | $617.4K | 0.03% | −9−0.6% | Reduced |
| Michael B. Yongue | 1,563 | $626.6K | 0.58% | −14−0.9% | Reduced |
| Heritage Wealth Management, Inc./Texas | 1,564 | $627.0K | 0.56% | −143−8.4% | Reduced |
| Stonegate Investment Group, LLC | 1,569 | $629.0K | 0.02% | +20+1.3% | Added |
| Moseley Investment Management Inc | 1,570 | $629.2K | 0.37% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 1,571 | $629.8K | 0.03% | +125+8.6% | Added |
| PDS Planning, Inc | 1,581 | $633.8K | 0.08% | +395+33.3% | Added |
| Capital Asset Advisory Services LLC | 1,524 | $634.1K | 0.04% | +53+3.6% | Added |
| Pinnacle Associates Ltd | 1,591 | $637.9K | 0.01% | +19+1.2% | Added |
| CoreFirst Bank & Trust | 1,594 | $639.0K | 0.45% | −92−5.5% | Reduced |
| Beach Investment Counsel Inc | 1,600 | $641.0K | 0.08% | 00.0% | Unchanged |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 1,600 | $641.4K | 0.31% | 00.0% | Unchanged |
| Lavaca Capital LLC | 1,613 | $646.6K | 0.20% | −87−5.1% | Reduced |
| Hoxton Planning & Management, LLC | 1,613 | $646.6K | 0.40% | +78+5.1% | Added |
| My Legacy Advisors, LLC | 1,577 | $649.8K | 0.26% | +7+0.4% | Added |
| NorthRock Partners, LLC | 1,630 | $653.4K | 0.07% | −239−12.8% | Reduced |
| Ironwood Investment Counsel, LLC | 1,634 | $655.4K | 0.15% | −167−9.3% | Reduced |
| Ninepoint Partners LP | 1,637 | $656.3K | 0.09% | −120−6.8% | Reduced |
| Thomas White International Ltd | 1,649 | $661.1K | 0.14% | −448−21.4% | Reduced |
| Portman Square Capital LLP | 1,650 | $661.5K | 0.12% | −490−22.9% | Reduced |
| Oak Harbor Wealth Partners, LLC | 1,654 | $663.2K | 0.23% | −77−4.4% | Reduced |
| Baron Wealth Management LLC | 1,656 | $663.9K | 0.42% | +23+1.4% | Added |
| Paloma Partners Management Co | 1,662 | $666.3K | 0.15% | +792+91.0% | Added |
| Bowman & Co S.C. | 1,668 | $671.6K | 0.51% | +33+2.0% | Added |
| Red Door Wealth Management, LLC | 1,676 | $671.9K | 0.15% | +1,676 | New |
| Regal Investment Advisors LLC | 1,680 | $673.5K | 0.06% | +91+5.7% | Added |
| Arcadia Investment Management Corp | 1,680 | $673.5K | 0.14% | 00.0% | Unchanged |
| Sunflower Bank, N.A. | 1,689 | $677.1K | 0.16% | −41−2.4% | Reduced |
| Foster Dykema Cabot & Co Inc | 1,698 | $681.0K | 0.08% | 00.0% | Unchanged |
| Israel Discount Bank of New York | 1,700 | $681.5K | 0.54% | 00.0% | Unchanged |
| Waters Parkerson & Co., LLC | 1,700 | $682.0K | 0.04% | −3−0.2% | Reduced |
| Summit X, LLC | 1,706 | $684.5K | 0.17% | −25−1.4% | Reduced |
| RiverPark Advisors, LLC | 1,710 | $685.5K | 0.63% | −80−4.5% | Reduced |
| Lindbrook Capital, LLC | 1,711 | $685.9K | 0.07% | +30+1.8% | Added |
| Magnolia Capital Advisors LLC | 1,712 | $686.2K | 0.34% | −3−0.2% | Reduced |
| Douglas Lane & Associates, LLC | 1,712 | $686.3K | 0.01% | +391+29.6% | Added |
| First National Bank of Hutchinson | 1,725 | $691.5K | 0.50% | +8+0.5% | Added |
| Virtue Capital Management, LLC | 1,731 | $691.9K | 0.12% | +43+2.5% | Added |
| Avantax Planning Partners, Inc. | 1,728 | $692.7K | 0.03% | −260−13.1% | Reduced |
| Sigma Planning Corp | 1,730 | $693.6K | 0.02% | −596−25.6% | Reduced |