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 |
|---|---|---|---|---|---|
| Jacobi Capital Management LLC | 2,434 | $976.0K | 0.11% | −18−0.7% | Reduced |
| Summit Trail Advisors, LLC | 2,452 | $983.0K | 0.04% | +1,204+96.5% | Added |
| Wedmont Private Capital | 2,405 | $1.00M | 0.11% | +354+17.3% | Added |
| Outlook Wealth Advisors, LLC | 2,505 | $1.00M | 0.38% | 00.0% | Unchanged |
| Woodstock Corp | 2,513 | $1.01M | 0.12% | −860−25.5% | Reduced |
| Wintrust Investments LLC | 2,517 | $1.01M | 0.10% | +2,517 | New |
| Flputnam Investment Management Co | 2,556 | $1.02M | 0.03% | +1,789+233.2% | Added |
| Highview Capital Management LLC | 2,562 | $1.03M | 0.55% | +2,562 | New |
| Madison Asset Management, LLC | 2,608 | $1.05M | 0.02% | +40+1.6% | Added |
| Marshall Financial Group LLC | 2,611 | $1.05M | 0.36% | −170−6.1% | Reduced |
| Eastern Bank | 2,616 | $1.05M | 0.05% | −2−0.1% | Reduced |
| GeoWealth Management, LLC | 2,623 | $1.05M | 0.11% | +2,623 | New |
| Lincoln Capital LLC | 2,651 | $1.06M | 0.27% | −10−0.4% | Reduced |
| Beaumont Financial Advisors, LLC | 2,652 | $1.06M | 0.10% | −118−4.3% | Reduced |
| Pflug Koory, LLC | 2,668 | $1.07M | 0.54% | 00.0% | Unchanged |
| Ropes Wealth Advisors LLC | 2,702 | $1.08M | 0.18% | +389+16.8% | Added |
| Heritage Trust Co | 2,718 | $1.09M | 0.16% | −262−8.8% | Reduced |
| V-Square Quantitative Management LLC | 2,719 | $1.09M | 0.80% | +636+30.5% | Added |
| Capstone Investment Advisors, LLC | 2,726 | $1.09M | 0.03% | −9,833−78.3% | Reduced |
| Cyndeo Wealth Partners, LLC | 2,740 | $1.10M | 0.11% | +685+33.3% | Added |
| Kanawha Capital Management LLC | 2,741 | $1.10M | 0.10% | −10.0% | Reduced |
| Fortis Capital Management LLC | 2,743 | $1.10M | 0.39% | +181+7.1% | Added |
| Aaron Wealth Advisors | 2,748 | $1.10M | 0.14% | +234+9.3% | Added |
| Keystone Investors Pte Ltd | 2,763 | $1.11M | 0.19% | +2,763 | New |
| Platform Technology Partners | 2,801 | $1.11M | 0.52% | −47−1.7% | Reduced |
| Trust Co of Oklahoma | 2,785 | $1.12M | 0.41% | −21−0.7% | Reduced |
| AdvisorNet Financial, Inc | 2,799 | $1.12M | 0.10% | −74−2.6% | Reduced |
| Relative Value Partners Group, LLC | 2,811 | $1.13M | 0.07% | 00.0% | Unchanged |
| Conestoga Capital Advisors, LLC | 2,812 | $1.13M | 0.02% | −363−11.4% | Reduced |
| Caldwell Investment Management Ltd. | 2,880 | $1.14M | 0.86% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 2,857 | $1.15M | 0.12% | +80+2.9% | Added |
| Geller Advisors LLC | 2,866 | $1.15M | 0.14% | +1,180+70.0% | Added |
| Boston Partners | 2,899 | $1.16M | 0.00% | −152−5.0% | Reduced |
| WoodTrust Financial Corp | 2,908 | $1.17M | 0.22% | +600+26.0% | Added |
| Evergreen Capital Management LLC | 2,910 | $1.17M | 0.05% | +197+7.3% | Added |
| GM Advisory Group, Inc. | 2,914 | $1.17M | 0.10% | +5+0.2% | Added |
| Perigon Wealth Management, LLC | 2,933 | $1.18M | 0.05% | −688−19.0% | Reduced |
| Exchange Capital Management, Inc. | 2,945 | $1.18M | 0.22% | −27−0.9% | Reduced |
| Main Street Financial Solutions, LLC | 2,967 | $1.19M | 0.16% | +15+0.5% | Added |
| Sonnipe Ltd | 2,984 | $1.20M | 0.16% | 00.0% | Unchanged |
| Mezzasalma Advisors, LLC | 2,995 | $1.20M | 0.73% | 00.0% | Unchanged |
| Keebeck Wealth Management, LLC | 3,000 | $1.20M | 0.17% | +428+16.6% | Added |
| Dorsey & Whitney Trust CO LLC | 3,009 | $1.21M | 0.10% | +310+11.5% | Added |
| Pinnacle Wealth Planning Services, Inc. | 3,021 | $1.21M | 0.20% | +69+2.3% | Added |
| Channel Wealth LLC | 3,027 | $1.21M | 0.70% | +796+35.7% | Added |
| MAI Capital Management | 3,049 | $1.22M | 0.02% | −8−0.3% | Reduced |
| Proequities, Inc. | 3,052 | $1.22M | 0.09% | −26−0.8% | Reduced |
| Lee Financial Co | 3,056 | $1.23M | 0.21% | 00.0% | Unchanged |
| Csenge Advisory Group | 3,065 | $1.23M | 0.08% | +373+13.9% | Added |
| Dohj, LLC | 3,065 | $1.23M | 0.53% | −13−0.4% | Reduced |
| Brighton Jones LLC | 3,104 | $1.24M | 0.06% | +172+5.9% | Added |
| Savant Capital, LLC | 3,114 | $1.25M | 0.02% | +338+12.2% | Added |
| Canandaigua National Bank & Trust Co | 3,123 | $1.25M | 0.20% | +22+0.7% | Added |
| Transatlantique Private Wealth LLC | 3,126 | $1.25M | 0.65% | −60−1.9% | Reduced |
| PFS Investments Inc. | 3,128 | $1.25M | 0.02% | +812+35.1% | Added |
| Bryn Mawr Trust Co | 3,153 | $1.26M | 0.05% | +5+0.2% | Added |
| Balentine LLC | 3,159 | $1.27M | 0.04% | +89+2.9% | Added |
| Catalyst Capital Advisors LLC | 3,179 | $1.27M | 0.04% | +3,179 | New |
| Ellevest, Inc. | 3,180 | $1.28M | 0.10% | +115+3.8% | Added |
| Daymark Wealth Partners, LLC | 3,199 | $1.28M | 0.10% | −2,312−42.0% | Reduced |
| KB Financial Partners, LLC | 3,205 | $1.28M | 0.35% | +2,273+243.9% | Added |
| Kiwi Wealth Investments Limited Partnership | 3,209 | $1.29M | 0.08% | +3,209 | New |
| HB Wealth Management, LLC | 3,210 | $1.29M | 0.02% | +396+14.1% | Added |
| Oppenheimer & Co Inc | 3,247 | $1.30M | 0.03% | +448+16.0% | Added |
| Bessemer Securities LLC | 3,257 | $1.31M | 0.87% | −3,300−50.3% | Reduced |
| Flagship Harbor Advisors, LLC | 3,285 | $1.32M | 0.11% | +8+0.2% | Added |
| Fosun International Ltd | 3,310 | $1.33M | 0.19% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 3,320 | $1.33M | 0.05% | +528+18.9% | Added |
| Summit Financial, LLC | 3,336 | $1.34M | 0.10% | +1,464+78.2% | Added |
| Abundance Wealth Counselors | 3,344 | $1.34M | 0.69% | −61−1.8% | Reduced |
| Boston Trust Walden Corp | 3,365 | $1.35M | 0.01% | −121−3.5% | Reduced |
| Sepio Capital, LP | 3,378 | $1.35M | 0.11% | +300+9.7% | Added |
| Checchi Capital Advisers, LLC | 3,384 | $1.36M | 0.12% | +117+3.6% | Added |
| First Bank & Trust | 3,396 | $1.36M | 0.35% | +185+5.8% | Added |
| River Wealth Advisors LLC | 3,400 | $1.36M | 0.23% | −286−7.8% | Reduced |
| Nomura Holdings Inc | 3,403 | $1.36M | 0.01% | +84+2.5% | Added |
| Fort Point Capital Partners LLC | 3,404 | $1.36M | 0.21% | +44+1.3% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 3,283 | $1.37M | 0.72% | +108+3.4% | Added |
| Strategic Wealth Partners Group LLC | 3,437 | $1.38M | 0.20% | +273+8.6% | Added |
| Reynders McVeigh Capital Management, LLC | 3,446 | $1.38M | 0.09% | +16+0.5% | Added |
| Schechter Investment Advisors, LLC | 3,449 | $1.38M | 0.12% | +16+0.5% | Added |
| Venturi Wealth Management, LLC | 3,455 | $1.39M | 0.11% | +121+3.6% | Added |
| BancorpSouth Bank | 3,465 | $1.39M | 0.12% | −262−7.0% | Reduced |
| Quadrant Capital Group LLC | 3,465 | $1.39M | 0.14% | +183+5.6% | Added |
| Westpac Banking Corp | 3,467 | $1.39M | 0.10% | −29,011−89.3% | Reduced |
| Tealwood Asset Management Inc | 3,483 | $1.40M | 0.68% | −26−0.7% | Reduced |
| Parametrica Management Ltd | 3,513 | $1.41M | 2.71% | +3,513 | New |
| Qtron Investments LLC | 3,553 | $1.42M | 0.27% | +1,465+70.2% | Added |
| Quintet Private Bank (Europe) S.A. | 3,593 | $1.43M | 0.07% | −11,039−75.4% | Reduced |
| AIA Group Ltd | 3,559 | $1.43M | 0.07% | +936+35.7% | Added |
| Davis R M Inc | 3,569 | $1.43M | 0.03% | −224−5.9% | Reduced |
| Baldwin Brothers Inc | 3,580 | $1.44M | 0.12% | 00.0% | Unchanged |
| Wealthsource Partners, LLC | 3,585 | $1.44M | 0.09% | +1,810+102.0% | Added |
| Atlas Private Wealth Management | 3,607 | $1.45M | 0.76% | +1,757+95.0% | Added |
| Roundview Capital LLC | 3,620 | $1.45M | 0.14% | +9+0.2% | Added |
| Voya Financial Advisors, Inc. | 3,676 | $1.46M | 0.17% | +208+6.0% | Added |
| Moody National Bank Trust Division | 3,653 | $1.46M | 0.10% | 00.0% | Unchanged |
| W.H. Cornerstone Investments Inc. | 3,654 | $1.47M | 1.31% | +12+0.3% | Added |
| Sentry Investment Management LLC | 3,677 | $1.47M | 0.56% | +9+0.2% | Added |
| Spire Wealth Management | 3,680 | $1.48M | 0.05% | −172−4.5% | Reduced |