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 |
|---|---|---|---|---|---|
| Fortis Capital Management LLC | 2,743 | $1.10M | 0.39% | +181+7.1% | Added |
| Kanawha Capital Management LLC | 2,741 | $1.10M | 0.10% | −10.0% | Reduced |
| Cyndeo Wealth Partners, LLC | 2,740 | $1.10M | 0.11% | +685+33.3% | Added |
| Capstone Investment Advisors, LLC | 2,726 | $1.09M | 0.03% | −9,833−78.3% | Reduced |
| V-Square Quantitative Management LLC | 2,719 | $1.09M | 0.80% | +636+30.5% | Added |
| Heritage Trust Co | 2,718 | $1.09M | 0.16% | −262−8.8% | Reduced |
| Ropes Wealth Advisors LLC | 2,702 | $1.08M | 0.18% | +389+16.8% | Added |
| Pflug Koory, LLC | 2,668 | $1.07M | 0.54% | 00.0% | Unchanged |
| Beaumont Financial Advisors, LLC | 2,652 | $1.06M | 0.10% | −118−4.3% | Reduced |
| Lincoln Capital LLC | 2,651 | $1.06M | 0.27% | −10−0.4% | Reduced |
| GeoWealth Management, LLC | 2,623 | $1.05M | 0.11% | +2,623 | New |
| Eastern Bank | 2,616 | $1.05M | 0.05% | −2−0.1% | Reduced |
| Marshall Financial Group LLC | 2,611 | $1.05M | 0.36% | −170−6.1% | Reduced |
| Madison Asset Management, LLC | 2,608 | $1.05M | 0.02% | +40+1.6% | Added |
| Highview Capital Management LLC | 2,562 | $1.03M | 0.55% | +2,562 | New |
| Flputnam Investment Management Co | 2,556 | $1.02M | 0.03% | +1,789+233.2% | Added |
| Wintrust Investments LLC | 2,517 | $1.01M | 0.10% | +2,517 | New |
| Woodstock Corp | 2,513 | $1.01M | 0.12% | −860−25.5% | Reduced |
| Outlook Wealth Advisors, LLC | 2,505 | $1.00M | 0.38% | 00.0% | Unchanged |
| Wedmont Private Capital | 2,405 | $1.00M | 0.11% | +354+17.3% | Added |
| Summit Trail Advisors, LLC | 2,452 | $983.0K | 0.04% | +1,204+96.5% | Added |
| Jacobi Capital Management LLC | 2,434 | $976.0K | 0.11% | −18−0.7% | Reduced |
| Hohimer Wealth Management, LLC | 2,430 | $974.2K | 0.27% | −59−2.4% | Reduced |
| Schmidt P J Investment Management Inc | 2,272 | $971.3K | 0.19% | −122−5.1% | Reduced |
| Capital Analysts, LLC | 2,414 | $968.0K | 0.05% | +35+1.5% | Added |
| Retireful, LLC | 2,414 | $967.7K | 0.37% | +2,414 | New |
| UniSuper Management Pty Ltd | 2,400 | $962.1K | 0.01% | +2,400 | New |
| SageView Advisory Group, LLC | 2,369 | $949.8K | 0.05% | +67+2.9% | Added |
| Forum Financial Management, LP | 2,362 | $946.9K | 0.02% | +32+1.4% | Added |
| Westmount Partners, LLC | 2,362 | $946.9K | 0.41% | 00.0% | Unchanged |
| Foster Group, Inc. | 2,356 | $944.5K | 0.06% | −51−2.1% | Reduced |
| Palumbo Wealth Management LLC | 2,350 | $942.3K | 0.58% | +5+0.2% | Added |
| Accretive Wealth Partners, LLC | 2,340 | $938.0K | 0.56% | +99+4.4% | Added |
| First National Corp | 2,310 | $926.1K | 0.22% | 00.0% | Unchanged |
| BFSG, LLC | 2,299 | $922.0K | 0.16% | +2,299 | New |
| Advanced Portfolio Management, LLC | 2,288 | $917.2K | 0.84% | +2,288 | New |
| Lowell Blake & Associates Inc. | 2,287 | $917.2K | 0.27% | +1,365+148.0% | Added |
| Rossmore Private Capital | 2,280 | $914.0K | 0.14% | 00.0% | Unchanged |
| Howe & Rusling Inc | 2,273 | $911.2K | 0.10% | 00.0% | Unchanged |
| Legato Capital Management LLC | 2,263 | $907.2K | 0.12% | −1,933−46.1% | Reduced |
| MEMBERS Trust Co | 2,259 | $905.6K | 0.03% | +2,259 | New |
| Wade G W & Inc | 2,249 | $902.0K | 0.03% | −13−0.6% | Reduced |
| Chicago Trust Co NA | 2,237 | $896.8K | 0.22% | +29+1.3% | Added |
| Prospera Financial Services Inc | 2,222 | $891.1K | 0.03% | +30+1.4% | Added |
| Thrive Wealth Management, LLC | 2,205 | $884.0K | 0.23% | +155+7.6% | Added |
| Shepherd Financial Partners LLC | 2,195 | $879.8K | 0.14% | +2+0.1% | Added |
| Arthur M. Cohen & Associates, LLC | 2,193 | $879.2K | 0.22% | 00.0% | Unchanged |
| Bulltick Wealth Management, LLC | 2,191 | $878.4K | 0.21% | −375−14.6% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 2,190 | $877.9K | 0.03% | −293−11.8% | Reduced |
| Colonial Trust Co | 2,180 | $873.9K | 0.21% | +96+4.6% | Added |
| Colony Group LLC | 2,176 | $872.0K | 0.01% | 00.0% | Unchanged |
| Grant/GrossMendelsohn, LLC | 2,190 | $868.2K | 0.35% | +2,190 | New |
| WealthPlan Investment Management, LLC | 2,139 | $857.4K | 0.26% | −2,008−48.4% | Reduced |
| Tranquility Partners, LLC | 2,129 | $853.5K | 0.37% | +4+0.2% | Added |
| Great Diamond Partners, LLC | 2,110 | $845.9K | 0.22% | +11+0.5% | Added |
| Ingalls & Snyder LLC | 2,105 | $844.0K | 0.04% | −15−0.7% | Reduced |
| ERn Financial, LLC | 2,099 | $841.5K | 0.18% | +50+2.4% | Added |
| Foundations Investment Advisors, LLC | 2,081 | $834.3K | 0.03% | −442−17.5% | Reduced |
| Shelton Capital Management | 2,068 | $829.0K | 0.03% | −3−0.1% | Reduced |
| Peloton Wealth Strategists | 2,057 | $825.0K | 0.37% | +2,057 | New |
| WealthPLAN Partners, LLC | 2,056 | $824.1K | 0.12% | −2,933−58.8% | Reduced |
| Trillium Asset Management, LLC | 2,056 | $824.0K | 0.02% | −106−4.9% | Reduced |
| Rehmann Capital Advisory Group | 2,047 | $820.7K | 0.07% | −19−0.9% | Reduced |
| Cary Street Partner Investment Advisory LLC | 2,041 | $818.2K | 0.05% | +613+42.9% | Added |
| We Are One Seven, LLC | 2,038 | $817.0K | 0.07% | −49−2.3% | Reduced |
| Hancock Whitney Corp | 2,032 | $815.0K | 0.03% | −223−9.9% | Reduced |
| Hilltop Holdings Inc. | 2,028 | $813.0K | 0.10% | −51−2.5% | Reduced |
| Kendall Capital Management | 2,025 | $812.0K | 0.36% | −241−10.6% | Reduced |
| NBT Bank N A | 2,025 | $811.8K | 0.12% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 2,003 | $803.0K | 0.17% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 1,988 | $797.0K | 0.17% | −112−5.3% | Reduced |
| Summit Global Investments | 1,964 | $787.0K | 0.05% | −10,036−83.6% | Reduced |
| Guardian Wealth Advisors, LLC | 1,954 | $783.3K | 0.58% | +43+2.3% | Added |
| Verition Fund Management LLC | 1,951 | $782.1K | 0.01% | −2,685−57.9% | Reduced |
| City Holding Co | 1,949 | $781.3K | 0.13% | +45+2.4% | Added |
| Columbus Macro, LLC | 1,920 | $780.9K | 0.31% | +642+50.2% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,939 | $777.3K | 0.03% | +123+6.8% | Added |
| Monterey Private Wealth, Inc. | 1,939 | $777.2K | 0.38% | +4+0.2% | Added |
| United Asset Strategies, Inc. | 1,938 | $777.0K | 0.10% | −347−15.2% | Reduced |
| Jacobsen Capital Management | 1,936 | $776.1K | 0.40% | −570−22.7% | Reduced |
| PAX Financial Group, LLC | 1,934 | $775.3K | 0.18% | −137−6.6% | Reduced |
| Dimension Capital Management LLC | 1,929 | $773.3K | 0.17% | 00.0% | Unchanged |
| Badgley Phelps Wealth Managers, LLC | 1,927 | $772.5K | 0.03% | +1,927 | New |
| Conning Inc. | 1,925 | $771.7K | 0.03% | −330−14.6% | Reduced |
| Financial Advocates Investment Management | 1,914 | $767.2K | 0.06% | +80+4.4% | Added |
| MQS Management LLC | 1,912 | $766.5K | 0.52% | +1,912 | New |
| CX Institutional | 1,908 | $765.1K | 0.04% | +696+57.4% | Added |
| Waldron Private Wealth LLC | 1,903 | $762.9K | 0.04% | −208−9.9% | Reduced |
| McDonald Partners LLC | 1,900 | $761.8K | 0.23% | +12+0.6% | Added |
| Moors & Cabot, Inc. | 1,898 | $760.8K | 0.05% | +29+1.6% | Added |
| Townsend Asset Management Corp | 1,895 | $759.8K | 0.36% | −30−1.6% | Reduced |
| Continuum Advisory, LLC | 1,892 | $758.5K | 0.12% | 00.0% | Unchanged |
| Charter Trust Co | 1,892 | $758.5K | 0.06% | 00.0% | Unchanged |
| Amica Retiree Medical Trust | 1,875 | $752.0K | 0.84% | +446+31.2% | Added |
| Strategic Wealth Partners, Ltd. | 1,874 | $751.4K | 0.10% | +34+1.8% | Added |
| Dividend Assets Capital, LLC | 1,867 | $749.0K | 0.15% | −937−33.4% | Reduced |
| Claro Advisors LLC | 1,860 | $745.7K | 0.19% | +335+22.0% | Added |
| MRP Capital Investments, LLC | 1,849 | $741.2K | 0.73% | +1,849 | New |
| IFP Advisors, Inc | 4,526 | $740.9K | 0.04% | −362−7.4% | Reduced |
| Clifford Swan Investment Counsel LLC | 1,846 | $740.0K | 0.03% | +432+30.6% | Added |