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 |
|---|---|---|---|---|---|
| TrinityPoint Wealth, LLC | 1,845 | $739.7K | 0.14% | +8+0.4% | Added |
| Rodgers Brothers Inc. | 1,845 | $739.6K | 0.13% | +290+18.6% | Added |
| Financial Consulate, Inc | 1,823 | $730.8K | 0.31% | +123+7.2% | Added |
| Radnor Capital Management, LLC | 1,818 | $729.0K | 0.31% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 1,811 | $726.0K | 0.03% | +413+29.5% | Added |
| Ferguson Wellman Capital Management, Inc | 1,806 | $724.0K | 0.02% | −254−12.3% | Reduced |
| Eqis Capital Management, Inc. | 1,806 | $723.8K | 0.08% | −469−20.6% | Reduced |
| Symmetry Partners, LLC | 1,803 | $723.0K | 0.04% | 00.0% | Unchanged |
| NorthCrest Asset Manangement, LLC | 1,802 | $722.4K | 0.03% | −258−12.5% | Reduced |
| Fukoku Mutual Life Insurance Co | 1,790 | $717.6K | 0.07% | 00.0% | Unchanged |
| Davidson Trust Co | 1,784 | $715.2K | 0.52% | +282+18.8% | Added |
| Mission Wealth Management, LP | 1,784 | $715.1K | 0.03% | +406+29.5% | Added |
| Red Spruce Capital, LLC | 1,776 | $712.0K | 0.38% | 00.0% | Unchanged |
| Griffin Asset Management, Inc. | 1,775 | $711.6K | 0.10% | −25−1.4% | Reduced |
| Tilt Investment Management Holdings, PBC | 1,766 | $708.0K | 0.47% | 00.0% | Unchanged |
| Meridian Wealth Partners, LLC | 1,762 | $706.4K | 0.15% | +38+2.2% | Added |
| Mendel Capital Management LLC | 1,760 | $705.6K | 0.56% | +2+0.1% | Added |
| Strengthening Families & Communities, LLC | 1,752 | $702.0K | 0.31% | +431+32.6% | Added |
| Opal Wealth Advisors, LLC | 1,748 | $700.8K | 0.35% | +94+5.7% | Added |
| EPG Wealth Management LLC | 1,741 | $698.0K | 0.21% | +90+5.5% | Added |
| Aspire Wealth Management Corp | 1,739 | $697.1K | 0.53% | 00.0% | Unchanged |
| Covenant Partners, LLC | 1,735 | $695.5K | 0.25% | 00.0% | Unchanged |
| Sigma Planning Corp | 1,730 | $693.6K | 0.02% | −596−25.6% | Reduced |
| Avantax Planning Partners, Inc. | 1,728 | $692.7K | 0.03% | −260−13.1% | Reduced |
| Virtue Capital Management, LLC | 1,731 | $691.9K | 0.12% | +43+2.5% | Added |
| First National Bank of Hutchinson | 1,725 | $691.5K | 0.50% | +8+0.5% | Added |
| Douglas Lane & Associates, LLC | 1,712 | $686.3K | 0.01% | +391+29.6% | Added |
| Magnolia Capital Advisors LLC | 1,712 | $686.2K | 0.34% | −3−0.2% | Reduced |
| Lindbrook Capital, LLC | 1,711 | $685.9K | 0.07% | +30+1.8% | Added |
| RiverPark Advisors, LLC | 1,710 | $685.5K | 0.63% | −80−4.5% | Reduced |
| Summit X, LLC | 1,706 | $684.5K | 0.17% | −25−1.4% | Reduced |
| Waters Parkerson & Co., LLC | 1,700 | $682.0K | 0.04% | −3−0.2% | Reduced |
| Israel Discount Bank of New York | 1,700 | $681.5K | 0.54% | 00.0% | Unchanged |
| Foster Dykema Cabot & Co Inc | 1,698 | $681.0K | 0.08% | 00.0% | Unchanged |
| Sunflower Bank, N.A. | 1,689 | $677.1K | 0.16% | −41−2.4% | Reduced |
| Arcadia Investment Management Corp | 1,680 | $673.5K | 0.14% | 00.0% | Unchanged |
| Regal Investment Advisors LLC | 1,680 | $673.5K | 0.06% | +91+5.7% | Added |
| Red Door Wealth Management, LLC | 1,676 | $671.9K | 0.15% | +1,676 | New |
| Bowman & Co S.C. | 1,668 | $671.6K | 0.51% | +33+2.0% | Added |
| Paloma Partners Management Co | 1,662 | $666.3K | 0.15% | +792+91.0% | Added |
| Baron Wealth Management LLC | 1,656 | $663.9K | 0.42% | +23+1.4% | Added |
| Oak Harbor Wealth Partners, LLC | 1,654 | $663.2K | 0.23% | −77−4.4% | Reduced |
| Portman Square Capital LLP | 1,650 | $661.5K | 0.12% | −490−22.9% | Reduced |
| Thomas White International Ltd | 1,649 | $661.1K | 0.14% | −448−21.4% | Reduced |
| Ninepoint Partners LP | 1,637 | $656.3K | 0.09% | −120−6.8% | Reduced |
| Ironwood Investment Counsel, LLC | 1,634 | $655.4K | 0.15% | −167−9.3% | Reduced |
| NorthRock Partners, LLC | 1,630 | $653.4K | 0.07% | −239−12.8% | Reduced |
| My Legacy Advisors, LLC | 1,577 | $649.8K | 0.26% | +7+0.4% | Added |
| 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 |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 1,600 | $641.4K | 0.31% | 00.0% | Unchanged |
| Beach Investment Counsel Inc | 1,600 | $641.0K | 0.08% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 1,594 | $639.0K | 0.45% | −92−5.5% | Reduced |
| Pinnacle Associates Ltd | 1,591 | $637.9K | 0.01% | +19+1.2% | Added |
| Capital Asset Advisory Services LLC | 1,524 | $634.1K | 0.04% | +53+3.6% | Added |
| PDS Planning, Inc | 1,581 | $633.8K | 0.08% | +395+33.3% | Added |
| Fulton Bank, N.A. | 1,571 | $629.8K | 0.03% | +125+8.6% | Added |
| Moseley Investment Management Inc | 1,570 | $629.2K | 0.37% | 00.0% | Unchanged |
| Stonegate Investment Group, LLC | 1,569 | $629.0K | 0.02% | +20+1.3% | Added |
| Heritage Wealth Management, Inc./Texas | 1,564 | $627.0K | 0.56% | −143−8.4% | Reduced |
| Michael B. Yongue | 1,563 | $626.6K | 0.58% | −14−0.9% | Reduced |
| FineMark National Bank & Trust | 1,540 | $617.4K | 0.03% | −9−0.6% | Reduced |
| Icon Wealth Partners, LLC | 1,533 | $614.6K | 0.07% | 00.0% | Unchanged |
| Meritage Portfolio Management | 1,522 | $610.0K | 0.04% | +7+0.5% | Added |
| Relyea Zuckerberg Hanson LLC | 1,520 | $609.4K | 0.14% | +254+20.1% | Added |
| Sound Financial Strategies Group, LLC | 1,516 | $607.7K | 0.44% | +1,516 | New |
| Bayesian Capital Management, LP | 1,500 | $601.3K | 0.06% | −19,900−93.0% | Reduced |
| Spinnaker Trust | 1,497 | $600.1K | 0.04% | 00.0% | Unchanged |
| Nilsine Partners, LLC | 1,497 | $600.1K | 0.09% | +656+78.0% | Added |
| Nova R Wealth, Inc. | 1,492 | $598.0K | 0.40% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,488 | $596.5K | 0.08% | −4−0.3% | Reduced |
| Circle Wealth Management, LLC | 1,486 | $595.8K | 0.08% | −4−0.3% | Reduced |
| Founders Financial Securities LLC | 1,475 | $591.3K | 0.08% | −267−15.3% | Reduced |
| Alpha Cubed Investments, LLC | 1,469 | $588.8K | 0.04% | −286−16.3% | Reduced |
| New Hampshire Trust | 1,465 | $587.3K | 0.15% | 00.0% | Unchanged |
| Asahi Life Asset Management Co., Ltd. | 1,460 | $585.3K | 0.19% | +655+81.4% | Added |
| Ambassador Advisors, LLC | 1,502 | $582.3K | 0.13% | +310+26.0% | Added |
| Buttonwood Financial Advisors Inc. | 1,442 | $578.1K | 0.36% | +77+5.6% | Added |
| Cantor Fitzgerald, L. P. | 1,437 | $576.1K | 0.01% | −14−1.0% | Reduced |
| Guidance Capital, Inc | 1,482 | $574.6K | 0.25% | +1,482 | New |
| Elevated Capital Advisors, LLC | 1,431 | $573.7K | 0.19% | +107+8.1% | Added |
| Concord Wealth Partners | 1,425 | $571.3K | 0.12% | +771+117.9% | Added |
| Founders Financial Alliance, LLC | 1,413 | $566.3K | 0.22% | +193+15.8% | Added |
| Financial Insights, Inc. | 1,403 | $562.4K | 0.21% | +175+14.3% | Added |
| Wesbanco Bank Inc | 1,404 | $562.0K | 0.02% | +43+3.2% | Added |
| Richard W. Paul & Associates, LLC | 1,401 | $561.9K | 0.24% | +182+14.9% | Added |
| Nicholas Hoffman & Company, LLC. | 1,392 | $558.0K | 0.02% | −100−6.7% | Reduced |
| Allstate Corp | 1,363 | $546.4K | 0.03% | 00.0% | Unchanged |
| Welch & Forbes LLC | 1,361 | $545.6K | 0.01% | +12+0.9% | Added |
| CWS Financial Advisors, LLC | 1,354 | $542.8K | 0.21% | 00.0% | Unchanged |
| Hollencrest Capital Management | 1,351 | $541.5K | 0.06% | 00.0% | Unchanged |
| Invenio Wealth Partners LLC | 1,350 | $541.2K | 0.61% | +1,350 | New |
| ORG Partners LLC | 1,350 | $539.8K | 0.09% | +1,350 | New |
| Moneta Group Investment Advisors LLC | 1,343 | $538.5K | 0.01% | +283+26.7% | Added |
| MainStreet Investment Advisors LLC | 1,342 | $538.0K | 0.06% | −25−1.8% | Reduced |
| Lincoln National Corp | 1,341 | $537.8K | 0.01% | +236+21.4% | Added |
| Forte Capital LLC | 1,339 | $536.9K | 0.08% | −13−1.0% | Reduced |
| Mutual Advisors, LLC | 1,337 | $536.1K | 0.02% | +9+0.7% | Added |
| Lazard Freres Gestion S.A.S. | 1,590 | $535.0K | 0.02% | 00.0% | Unchanged |
| WMS Partners, LLC | 1,328 | $532.4K | 0.04% | +3+0.2% | Added |