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 |
|---|---|---|---|---|---|
| HBK Sorce Advisory LLC | 3,694 | $1.48M | 0.06% | −90−2.4% | Reduced |
| Benjamin Edwards Inc | 3,699 | $1.48M | 0.34% | −44−1.2% | Reduced |
| Nichols & Pratt Advisers LLP | 3,700 | $1.48M | 0.11% | +500+15.6% | Added |
| Penserra Capital Management LLC | 3,727 | $1.49M | 0.03% | +1,952+110.0% | Added |
| Gotham Asset Management, LLC | 3,780 | $1.52M | 0.03% | −201−5.0% | Reduced |
| Hamilton Point Investment Advisors, LLC | 3,800 | $1.52M | 0.36% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 3,802 | $1.52M | 0.03% | +417+12.3% | Added |
| Chilton Investment Co LLC | 3,807 | $1.53M | 0.04% | +326+9.4% | Added |
| GYL Financial Synergies, LLC | 3,808 | $1.53M | 0.14% | −9−0.2% | Reduced |
| Profund Advisors LLC | 3,823 | $1.53M | 0.08% | −81−2.1% | Reduced |
| Buckingham Strategic Wealth, LLC | 3,824 | $1.53M | 0.02% | +42+1.1% | Added |
| Trust Asset Management LLC | 3,825 | $1.53M | 0.16% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 3,828 | $1.53M | 0.05% | +349+10.0% | Added |
| Evercore Wealth Management, LLC | 3,862 | $1.55M | 0.03% | −9−0.2% | Reduced |
| Redwood Investments, LLC | 3,884 | $1.56M | 0.19% | −111−2.8% | Reduced |
| Private Trust Co NA | 3,885 | $1.56M | 0.20% | +23+0.6% | Added |
| Valeo Financial Advisors, LLC | 3,912 | $1.57M | 0.07% | −102−2.5% | Reduced |
| Arden Trust Co | 3,915 | $1.57M | 0.26% | +99+2.6% | Added |
| Decatur Capital Management, Inc. | 3,947 | $1.58M | 1.08% | −55−1.4% | Reduced |
| Cigna Investments Inc | 3,955 | $1.58M | 0.30% | +12+0.3% | Added |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 3,966 | $1.59M | 0.74% | +1,912+93.1% | Added |
| Wealth Alliance | 3,981 | $1.60M | 0.24% | +1,193+42.8% | Added |
| Guyasuta Investment Advisors Inc | 3,989 | $1.60M | 0.12% | +23+0.6% | Added |
| Frisch Financial Group, Inc. | 4,000 | $1.60M | 0.77% | −1,000−20.0% | Reduced |
| Excalibur Management Corp | 4,003 | $1.60M | 0.82% | 00.0% | Unchanged |
| Davy Global Fund Management Ltd | 4,006 | $1.61M | 0.31% | +25+0.6% | Added |
| Twin Capital Management Inc | 4,012 | $1.61M | 0.21% | −131−3.2% | Reduced |
| Sterling Investment Management, Inc. | 4,036 | $1.62M | 1.28% | −58−1.4% | Reduced |
| Lumature Wealth Partners, LLC | 4,072 | $1.63M | 0.97% | −59−1.4% | Reduced |
| Blue Fin Capital, Inc. | 4,079 | $1.64M | 0.47% | +4+0.1% | Added |
| Cutler Investment Counsel LLC | 4,090 | $1.64M | 0.25% | −10.0% | Reduced |
| Bell Bank | 4,116 | $1.65M | 0.17% | −201−4.7% | Reduced |
| Coldstream Capital Management Inc | 4,121 | $1.65M | 0.05% | +10.0% | Added |
| IMS Capital Management | 4,131 | $1.66M | 0.92% | −125−2.9% | Reduced |
| Wedbush Securities Inc | 4,132 | $1.66M | 0.08% | +50+1.2% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 4,137 | $1.66M | 0.02% | +72+1.8% | Added |
| Argent Trust Co | 4,150 | $1.66M | 0.09% | +338+8.9% | Added |
| Avitas Wealth Management LLC | 4,177 | $1.67M | 0.30% | −15−0.4% | Reduced |
| Vetamer Capital Management, L.P. | 4,177 | $1.67M | 2.58% | +4,177 | New |
| Parsons Capital Management Inc | 4,187 | $1.68M | 0.13% | +52+1.3% | Added |
| Ashford Capital Management Inc | 4,191 | $1.68M | 0.23% | −90−2.1% | Reduced |
| SkyView Investment Advisors, LLC | 4,089 | $1.69M | 0.42% | +3,097+312.2% | Added |
| Absoluto Partners Gestao de Recursos Ltda | 4,225 | $1.69M | 0.73% | +1,366+47.8% | Added |
| Belpointe Asset Management LLC | 4,227 | $1.69M | 0.18% | −934−18.1% | Reduced |
| Mount Yale Investment Advisors, LLC | 4,238 | $1.70M | 0.18% | −708−14.3% | Reduced |
| Channing Global Advisors, LLC | 4,260 | $1.71M | 1.73% | −53−1.2% | Reduced |
| Capital Group Investment Management Pte. Ltd. | 4,265 | $1.71M | 0.09% | 00.0% | Unchanged |
| Fund Management at Engine No. 1 LLC | 4,270 | $1.71M | 0.32% | +278+7.0% | Added |
| Meeder Advisory Services, Inc. | 4,295 | $1.72M | 0.19% | +109+2.6% | Added |
| Clarius Group, LLC | 4,312 | $1.73M | 0.13% | +105+2.5% | Added |
| Congress Asset Management Co | 4,338 | $1.74M | 0.02% | −101−2.3% | Reduced |
| National Asset Management, Inc. | 4,434 | $1.78M | 0.04% | −518−10.5% | Reduced |
| Legacy Wealth Asset Management, LLC | 4,445 | $1.78M | 0.62% | +766+20.8% | Added |
| Great Lakes Retirement, Inc. | 4,476 | $1.79M | 0.32% | +41+0.9% | Added |
| Whitener Capital Management, Inc. | 4,500 | $1.80M | 0.69% | 00.0% | Unchanged |
| Consolidated Planning Corp | 4,614 | $1.85M | 0.39% | +365+8.6% | Added |
| Ascent Group, LLC | 4,788 | $1.85M | 0.20% | −516−9.7% | Reduced |
| Chatham Capital Group, Inc. | 4,660 | $1.87M | 0.39% | 00.0% | Unchanged |
| American Money Management, LLC | 4,689 | $1.88M | 0.47% | +151+3.3% | Added |
| Mather Group, LLC. | 4,695 | $1.88M | 0.03% | +188+4.2% | Added |
| Beacon Investment Advisory Services, Inc. | 4,730 | $1.90M | 0.09% | +4,730 | New |
| Sequoia Financial Advisors, LLC | 4,734 | $1.90M | 0.03% | +1,485+45.7% | Added |
| Resources Investment Advisors, LLC. | 4,746 | $1.90M | 0.04% | +2,208+87.0% | Added |
| DoubleLine ETF Adviser LP | 4,764 | $1.91M | 0.71% | +1,119+30.7% | Added |
| Okabena Investment Services Inc | 4,780 | $1.92M | 1.40% | −689−12.6% | Reduced |
| Tudor Investment Corp Et Al | 4,781 | $1.92M | 0.03% | −75,861−94.1% | Reduced |
| Geneva Capital Management LLC | 4,839 | $1.94M | 0.04% | +1,210+33.3% | Added |
| SRS Capital Advisors, Inc. | 4,841 | $1.94M | 0.25% | −20−0.4% | Reduced |
| Harrell Investment Partners, LLC | 4,847 | $1.94M | 0.66% | −83−1.7% | Reduced |
| CAPROCK Group, Inc. | 4,861 | $1.95M | 0.14% | −83−1.7% | Reduced |
| Skylands Capital, LLC | 4,875 | $1.95M | 0.28% | −100−2.0% | Reduced |
| MMBG Investment Advisors Co. | 5,010 | $1.96M | 0.24% | −260−4.9% | Reduced |
| Andra AP-fonden | 4,912 | $1.97M | 0.05% | −8,300−62.8% | Reduced |
| Argus Investors' Counsel, Inc. | 4,913 | $1.97M | 1.37% | +62+1.3% | Added |
| Lederer & Associates Investment Counsel | 4,922 | $1.97M | 1.49% | −179−3.5% | Reduced |
| Robertson Stephens Wealth Management, LLC | 4,925 | $1.97M | 0.14% | −58−1.2% | Reduced |
| Viking Fund Management LLC | 5,000 | $2.00M | 0.38% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 5,012 | $2.01M | 0.26% | +107+2.2% | Added |
| Chemistry Wealth Management LLC | 5,019 | $2.01M | 0.65% | +17+0.3% | Added |
| WealthShield Partners, LLC | 5,023 | $2.01M | 0.30% | +169+3.5% | Added |
| American State Bank (Iowa) | 5,030 | $2.02M | 1.40% | −175−3.4% | Reduced |
| Crestline Management, LP | 5,064 | $2.03M | 0.22% | −6,708−57.0% | Reduced |
| Cypress Asset Management Inc | 5,091 | $2.04M | 0.66% | +105+2.1% | Added |
| Lido Advisors, LLC | 5,096 | $2.04M | 0.02% | −307−5.7% | Reduced |
| Integrated Wealth Concepts LLC | 5,139 | $2.06M | 0.04% | +529+11.5% | Added |
| Boston Private Wealth LLC | 5,147 | $2.06M | 0.04% | −356−6.5% | Reduced |
| Enterprise Bank & Trust Co | 5,158 | $2.07M | 0.79% | −303−5.5% | Reduced |
| Empowered Funds, LLC | 5,161 | $2.07M | 0.07% | −163−3.1% | Reduced |
| EA Series Trust | 5,161 | $2.07M | 0.07% | +5,161 | New |
| WD Rutherford LLC | 5,185 | $2.08M | 1.33% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 5,206 | $2.09M | 0.07% | +3,352+180.8% | Added |
| Souders Financial Advisors | 5,216 | $2.09M | 0.40% | −210−3.9% | Reduced |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 5,230 | $2.10M | 0.00% | −165−3.1% | Reduced |
| George Kaiser Family Foundation | 5,268 | $2.11M | 0.36% | −1,021−16.2% | Reduced |
| Old National Bancorp | 5,299 | $2.12M | 0.06% | −2,339−30.6% | Reduced |
| Private Advisor Group, LLC | 5,356 | $2.14M | 0.02% | −37−0.7% | Reduced |
| Cohen Klingenstein LLC | 5,400 | $2.16M | 0.09% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 5,455 | $2.19M | 0.12% | +440+8.8% | Added |
| Ritholtz Wealth Management | 5,528 | $2.22M | 0.10% | +246+4.7% | Added |
| Dodge & Cox | 5,600 | $2.24M | 0.00% | 00.0% | Unchanged |