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 |
|---|---|---|---|---|---|
| Covenant Partners, LLC | 1,735 | $695.5K | 0.25% | 00.0% | Unchanged |
| Aspire Wealth Management Corp | 1,739 | $697.1K | 0.53% | 00.0% | Unchanged |
| EPG Wealth Management LLC | 1,741 | $698.0K | 0.21% | +90+5.5% | Added |
| Opal Wealth Advisors, LLC | 1,748 | $700.8K | 0.35% | +94+5.7% | Added |
| Strengthening Families & Communities, LLC | 1,752 | $702.0K | 0.31% | +431+32.6% | Added |
| Mendel Capital Management LLC | 1,760 | $705.6K | 0.56% | +2+0.1% | Added |
| Meridian Wealth Partners, LLC | 1,762 | $706.4K | 0.15% | +38+2.2% | Added |
| Tilt Investment Management Holdings, PBC | 1,766 | $708.0K | 0.47% | 00.0% | Unchanged |
| Griffin Asset Management, Inc. | 1,775 | $711.6K | 0.10% | −25−1.4% | Reduced |
| Red Spruce Capital, LLC | 1,776 | $712.0K | 0.38% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 1,784 | $715.1K | 0.03% | +406+29.5% | Added |
| Davidson Trust Co | 1,784 | $715.2K | 0.52% | +282+18.8% | Added |
| Fukoku Mutual Life Insurance Co | 1,790 | $717.6K | 0.07% | 00.0% | Unchanged |
| NorthCrest Asset Manangement, LLC | 1,802 | $722.4K | 0.03% | −258−12.5% | Reduced |
| Symmetry Partners, LLC | 1,803 | $723.0K | 0.04% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 1,806 | $723.8K | 0.08% | −469−20.6% | Reduced |
| Ferguson Wellman Capital Management, Inc | 1,806 | $724.0K | 0.02% | −254−12.3% | Reduced |
| TD Private Client Wealth LLC | 1,811 | $726.0K | 0.03% | +413+29.5% | Added |
| Radnor Capital Management, LLC | 1,818 | $729.0K | 0.31% | 00.0% | Unchanged |
| Financial Consulate, Inc | 1,823 | $730.8K | 0.31% | +123+7.2% | Added |
| Rodgers Brothers Inc. | 1,845 | $739.6K | 0.13% | +290+18.6% | Added |
| TrinityPoint Wealth, LLC | 1,845 | $739.7K | 0.14% | +8+0.4% | Added |
| Clifford Swan Investment Counsel LLC | 1,846 | $740.0K | 0.03% | +432+30.6% | Added |
| IFP Advisors, Inc | 4,526 | $740.9K | 0.04% | −362−7.4% | Reduced |
| MRP Capital Investments, LLC | 1,849 | $741.2K | 0.73% | +1,849 | New |
| Claro Advisors LLC | 1,860 | $745.7K | 0.19% | +335+22.0% | Added |
| Dividend Assets Capital, LLC | 1,867 | $749.0K | 0.15% | −937−33.4% | Reduced |
| Strategic Wealth Partners, Ltd. | 1,874 | $751.4K | 0.10% | +34+1.8% | Added |
| Amica Retiree Medical Trust | 1,875 | $752.0K | 0.84% | +446+31.2% | Added |
| Continuum Advisory, LLC | 1,892 | $758.5K | 0.12% | 00.0% | Unchanged |
| Charter Trust Co | 1,892 | $758.5K | 0.06% | 00.0% | Unchanged |
| Townsend Asset Management Corp | 1,895 | $759.8K | 0.36% | −30−1.6% | Reduced |
| Moors & Cabot, Inc. | 1,898 | $760.8K | 0.05% | +29+1.6% | Added |
| McDonald Partners LLC | 1,900 | $761.8K | 0.23% | +12+0.6% | Added |
| Waldron Private Wealth LLC | 1,903 | $762.9K | 0.04% | −208−9.9% | Reduced |
| CX Institutional | 1,908 | $765.1K | 0.04% | +696+57.4% | Added |
| MQS Management LLC | 1,912 | $766.5K | 0.52% | +1,912 | New |
| Financial Advocates Investment Management | 1,914 | $767.2K | 0.06% | +80+4.4% | Added |
| Conning Inc. | 1,925 | $771.7K | 0.03% | −330−14.6% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 1,927 | $772.5K | 0.03% | +1,927 | New |
| Dimension Capital Management LLC | 1,929 | $773.3K | 0.17% | 00.0% | Unchanged |
| PAX Financial Group, LLC | 1,934 | $775.3K | 0.18% | −137−6.6% | Reduced |
| Jacobsen Capital Management | 1,936 | $776.1K | 0.40% | −570−22.7% | Reduced |
| United Asset Strategies, Inc. | 1,938 | $777.0K | 0.10% | −347−15.2% | Reduced |
| Monterey Private Wealth, Inc. | 1,939 | $777.2K | 0.38% | +4+0.2% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,939 | $777.3K | 0.03% | +123+6.8% | Added |
| Columbus Macro, LLC | 1,920 | $780.9K | 0.31% | +642+50.2% | Added |
| City Holding Co | 1,949 | $781.3K | 0.13% | +45+2.4% | Added |
| Verition Fund Management LLC | 1,951 | $782.1K | 0.01% | −2,685−57.9% | Reduced |
| Guardian Wealth Advisors, LLC | 1,954 | $783.3K | 0.58% | +43+2.3% | Added |
| Summit Global Investments | 1,964 | $787.0K | 0.05% | −10,036−83.6% | Reduced |
| Formidable Asset Management, LLC | 1,988 | $797.0K | 0.17% | −112−5.3% | Reduced |
| Center for Financial Planning, Inc. | 2,003 | $803.0K | 0.17% | 00.0% | Unchanged |
| NBT Bank N A | 2,025 | $811.8K | 0.12% | 00.0% | Unchanged |
| Kendall Capital Management | 2,025 | $812.0K | 0.36% | −241−10.6% | Reduced |
| Hilltop Holdings Inc. | 2,028 | $813.0K | 0.10% | −51−2.5% | Reduced |
| Hancock Whitney Corp | 2,032 | $815.0K | 0.03% | −223−9.9% | Reduced |
| We Are One Seven, LLC | 2,038 | $817.0K | 0.07% | −49−2.3% | Reduced |
| Cary Street Partner Investment Advisory LLC | 2,041 | $818.2K | 0.05% | +613+42.9% | Added |
| Rehmann Capital Advisory Group | 2,047 | $820.7K | 0.07% | −19−0.9% | Reduced |
| Trillium Asset Management, LLC | 2,056 | $824.0K | 0.02% | −106−4.9% | Reduced |
| WealthPLAN Partners, LLC | 2,056 | $824.1K | 0.12% | −2,933−58.8% | Reduced |
| Peloton Wealth Strategists | 2,057 | $825.0K | 0.37% | +2,057 | New |
| Shelton Capital Management | 2,068 | $829.0K | 0.03% | −3−0.1% | Reduced |
| Foundations Investment Advisors, LLC | 2,081 | $834.3K | 0.03% | −442−17.5% | Reduced |
| ERn Financial, LLC | 2,099 | $841.5K | 0.18% | +50+2.4% | Added |
| Ingalls & Snyder LLC | 2,105 | $844.0K | 0.04% | −15−0.7% | Reduced |
| Great Diamond Partners, LLC | 2,110 | $845.9K | 0.22% | +11+0.5% | Added |
| Tranquility Partners, LLC | 2,129 | $853.5K | 0.37% | +4+0.2% | Added |
| WealthPlan Investment Management, LLC | 2,139 | $857.4K | 0.26% | −2,008−48.4% | Reduced |
| Grant/GrossMendelsohn, LLC | 2,190 | $868.2K | 0.35% | +2,190 | New |
| Colony Group LLC | 2,176 | $872.0K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 2,180 | $873.9K | 0.21% | +96+4.6% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 2,190 | $877.9K | 0.03% | −293−11.8% | Reduced |
| Bulltick Wealth Management, LLC | 2,191 | $878.4K | 0.21% | −375−14.6% | Reduced |
| Arthur M. Cohen & Associates, LLC | 2,193 | $879.2K | 0.22% | 00.0% | Unchanged |
| Shepherd Financial Partners LLC | 2,195 | $879.8K | 0.14% | +2+0.1% | Added |
| Thrive Wealth Management, LLC | 2,205 | $884.0K | 0.23% | +155+7.6% | Added |
| Prospera Financial Services Inc | 2,222 | $891.1K | 0.03% | +30+1.4% | Added |
| Chicago Trust Co NA | 2,237 | $896.8K | 0.22% | +29+1.3% | Added |
| Wade G W & Inc | 2,249 | $902.0K | 0.03% | −13−0.6% | Reduced |
| MEMBERS Trust Co | 2,259 | $905.6K | 0.03% | +2,259 | New |
| Legato Capital Management LLC | 2,263 | $907.2K | 0.12% | −1,933−46.1% | Reduced |
| Howe & Rusling Inc | 2,273 | $911.2K | 0.10% | 00.0% | Unchanged |
| Rossmore Private Capital | 2,280 | $914.0K | 0.14% | 00.0% | Unchanged |
| Lowell Blake & Associates Inc. | 2,287 | $917.2K | 0.27% | +1,365+148.0% | Added |
| Advanced Portfolio Management, LLC | 2,288 | $917.2K | 0.84% | +2,288 | New |
| BFSG, LLC | 2,299 | $922.0K | 0.16% | +2,299 | New |
| First National Corp | 2,310 | $926.1K | 0.22% | 00.0% | Unchanged |
| Accretive Wealth Partners, LLC | 2,340 | $938.0K | 0.56% | +99+4.4% | Added |
| Palumbo Wealth Management LLC | 2,350 | $942.3K | 0.58% | +5+0.2% | Added |
| Foster Group, Inc. | 2,356 | $944.5K | 0.06% | −51−2.1% | Reduced |
| Westmount Partners, LLC | 2,362 | $946.9K | 0.41% | 00.0% | Unchanged |
| Forum Financial Management, LP | 2,362 | $946.9K | 0.02% | +32+1.4% | Added |
| SageView Advisory Group, LLC | 2,369 | $949.8K | 0.05% | +67+2.9% | Added |
| UniSuper Management Pty Ltd | 2,400 | $962.1K | 0.01% | +2,400 | New |
| Retireful, LLC | 2,414 | $967.7K | 0.37% | +2,414 | New |
| Capital Analysts, LLC | 2,414 | $968.0K | 0.05% | +35+1.5% | Added |
| Schmidt P J Investment Management Inc | 2,272 | $971.3K | 0.19% | −122−5.1% | Reduced |
| Hohimer Wealth Management, LLC | 2,430 | $974.2K | 0.27% | −59−2.4% | Reduced |