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 |
|---|---|---|---|---|---|
| WR Wealth Planners, LLC | 1,309 | $524.8K | 0.20% | +800+157.2% | Added |
| Crestmont Private Wealth LLC | 1,308 | $524.4K | 0.31% | +130+11.0% | Added |
| Arkadios Wealth Advisors | 1,306 | $523.7K | 0.06% | +30+2.4% | Added |
| Naples Global Advisors, LLC | 1,302 | $522.0K | 0.06% | +50+4.0% | Added |
| Gladstone Institutional Advisory LLC | 1,301 | $521.7K | 0.03% | −2,905−69.1% | Reduced |
| Royal Capital Wealth Management, LLC | 1,300 | $521.2K | 0.49% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 1,295 | $519.0K | 0.07% | −9−0.7% | Reduced |
| Prossimo Advisors, LLC | 1,295 | $519.0K | 0.50% | +120+10.2% | Added |
| Balboa Wealth Partners | 1,294 | $518.9K | 0.18% | −333−20.5% | Reduced |
| Applied Capital LLC | 1,271 | $509.5K | 0.48% | −50−3.8% | Reduced |
| Leavell Investment Management, Inc. | 1,269 | $509.0K | 0.03% | −3−0.2% | Reduced |
| Graypoint LLC | 1,268 | $508.3K | 0.05% | +408+47.4% | Added |
| Wallace Advisory Group, LLC | 1,470 | $506.8K | 0.39% | 00.0% | Unchanged |
| Avestar Capital, LLC | 1,264 | $506.7K | 0.09% | +165+15.0% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 1,264 | $506.7K | 0.25% | −750−37.2% | Reduced |
| Wambolt & Associates, LLC | 1,254 | $502.7K | 0.18% | −40−3.1% | Reduced |
| CM Wealth Advisors LLC | 1,278 | $501.2K | 0.16% | −5,629−81.5% | Reduced |
| 9258 Wealth Management, LLC | 1,248 | $500.3K | 0.09% | +180+16.9% | Added |
| U.S. Capital Wealth Advisors, LLC | 1,239 | $496.9K | 0.02% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 1,231 | $493.0K | 0.20% | −3−0.2% | Reduced |
| Sunbelt Securities, Inc. | 1,229 | $492.8K | 0.07% | +28+2.3% | Added |
| Smithfield Trust Co | 1,234 | $491.0K | 0.03% | +24+2.0% | Added |
| Country Club Bank | 1,238 | $490.0K | 0.04% | −16−1.3% | Reduced |
| Joule Financial, LLC | 1,218 | $488.3K | 0.25% | 00.0% | Unchanged |
| Dana Investment Advisors, Inc. | 1,207 | $483.9K | 0.02% | +1,207 | New |
| Everhart Financial Group, Inc. | 1,206 | $483.5K | 0.20% | +556+85.5% | Added |
| Gryphon Financial Partners LLC | 1,202 | $482.0K | 0.11% | +18+1.5% | Added |
| Level Four Advisory Services, LLC | 1,194 | $478.7K | 0.03% | −131−9.9% | Reduced |
| Independence Bank of Kentucky | 1,193 | $478.3K | 0.19% | +26+2.2% | Added |
| Tilia Fiduciary Partners, Inc. | 1,192 | $478.0K | 0.43% | −52−4.2% | Reduced |
| Fidelis Capital Partners, LLC | 1,189 | $476.7K | 0.17% | +2+0.2% | Added |
| Dynamic Advisor Solutions LLC | 1,188 | $476.3K | 0.02% | −107−8.3% | Reduced |
| LWM Advisory Services, LLC | 1,187 | $474.5K | 0.50% | −6−0.5% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 1,162 | $465.8K | 0.06% | +3+0.3% | Added |
| Magellan Asset Management Ltd | 1,160 | $465.0K | 0.00% | +105+10.0% | Added |
| Principle Wealth Partners LLC | 1,159 | $464.7K | 0.05% | +10+0.9% | Added |
| Institute for Wealth Management, LLC. | 1,158 | $464.2K | 0.08% | −27−2.3% | Reduced |
| Houlihan Financial Resource Group, Ltd. | 1,184 | $464.0K | 0.01% | +305+34.7% | Added |
| First Interstate Bank | 1,155 | $463.0K | 0.04% | −165−12.5% | Reduced |
| Duality Advisers, LP | 1,139 | $456.6K | 0.06% | −14,138−92.5% | Reduced |
| Smith Shellnut Wilson LLC | 1,137 | $455.8K | 0.26% | −6−0.5% | Reduced |
| 1776 Wealth LLC | 1,134 | $454.6K | 0.24% | +1,134 | New |
| Pinebridge Investments, L.P. | 1,129 | $452.6K | 0.00% | −57,578−98.1% | Reduced |
| One Wealth Advisors, LLC | 1,125 | $451.0K | 0.10% | +10+0.9% | Added |
| First Affirmative Financial Network | 1,124 | $450.5K | 0.45% | +208+22.7% | Added |
| KC Investment Advisors, LLC | 1,120 | $449.0K | 0.30% | +210+23.1% | Added |
| PFG Investments, LLC | 1,118 | $448.3K | 0.08% | +56+5.3% | Added |
| SeaCrest Wealth Management, LLC | 1,116 | $447.4K | 0.06% | −84−7.0% | Reduced |
| Verdence Capital Advisors LLC | 1,116 | $447.3K | 0.05% | +68+6.5% | Added |
| Partners Capital Investment Group, LLP | 1,114 | $446.6K | 0.01% | +1,114 | New |
| Janney Capital Management LLC | 1,111 | $445.0K | 0.03% | −146−11.6% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 1,102 | $441.8K | 0.04% | +3+0.3% | Added |
| Symphony Financial, Ltd. Co. | 1,106 | $437.5K | 0.11% | −167−13.1% | Reduced |
| Beacon Bridge Wealth Partners, LLC | 1,090 | $436.9K | 0.22% | +1+0.1% | Added |
| Baker Tilly Wealth Management, LLC | 1,087 | $435.8K | 0.05% | −475−30.4% | Reduced |
| Elgethun Capital Management | 1,083 | $434.3K | 0.13% | 00.0% | Unchanged |
| Shulman DeMeo Asset Management LLC | 1,079 | $432.6K | 0.13% | +1+0.1% | Added |
| Seven Eight Capital, LP | 1,068 | $428.2K | 0.07% | +1,068 | New |
| Concord Asset Management, LLC | 1,061 | $425.4K | 0.15% | +192+22.1% | Added |
| Mill Creek Capital Advisors, LLC | 1,058 | $424.1K | 0.01% | −235−18.2% | Reduced |
| Legacy Financial Advisors, Inc. | 1,056 | $423.4K | 0.08% | +4+0.4% | Added |
| Advisory Research Inc | 1,056 | $423.3K | 0.05% | +1,056 | New |
| Marcum Wealth, LLC | 1,050 | $420.9K | 0.05% | −1,036−49.7% | Reduced |
| Emerald Advisers, LLC | 1,045 | $418.9K | 0.02% | −932−47.1% | Reduced |
| Carnegie Capital Asset Management, LLC | 1,037 | $415.7K | 0.02% | +39+3.9% | Added |
| West Michigan Advisors, LLC | 1,031 | $413.4K | 0.17% | −54−5.0% | Reduced |
| Ayrshire Capital Management LLC | 1,000 | $412.0K | 0.26% | 00.0% | Unchanged |
| Community Bank, N.A. | 1,026 | $411.3K | 0.05% | −280−21.4% | Reduced |
| Aptus Capital Advisors, LLC | 1,025 | $410.9K | 0.01% | +1,025 | New |
| Golden State Equity Partners | 1,025 | $410.9K | 0.12% | +1,025 | New |
| Rosenblum Silverman Sutton S F Inc | 1,024 | $410.3K | 0.14% | 00.0% | Unchanged |
| Single Point Partners, LLC | 1,018 | $408.0K | 0.56% | +2+0.2% | Added |
| Machina Capital S.A.S. | 1,008 | $404.1K | 0.23% | −3,470−77.5% | Reduced |
| Change Path, LLC | 1,003 | $402.0K | 0.02% | +190+23.4% | Added |
| LGT Fund Management Co Ltd. | 1,000 | $400.9K | 0.18% | 00.0% | Unchanged |
| Atom Investors LP | 994 | $398.5K | 0.15% | −1,695−63.0% | Reduced |
| Kenfarb & Co. | 994 | $398.5K | 0.35% | 00.0% | Unchanged |
| Private Portfolio Partners LLC | 993 | $398.1K | 0.10% | −100−9.1% | Reduced |
| Chicago Partners Investment Group LLC | 1,005 | $396.4K | 0.02% | −185−15.5% | Reduced |
| IHT Wealth Management, LLC | 980 | $393.0K | 0.02% | −208−17.5% | Reduced |
| Empire Financial Management Company, LLC | 977 | $391.7K | 0.16% | +104+11.9% | Added |
| Prestige Wealth Management Group LLC | 971 | $389.3K | 0.09% | −38−3.8% | Reduced |
| Headinvest, LLC | 1,002 | $388.5K | 0.08% | −68−6.4% | Reduced |
| Advisors Capital Management, LLC | 968 | $388.0K | 0.01% | +30+3.2% | Added |
| Modera Wealth Management, LLC | 967 | $387.7K | 0.01% | +967 | New |
| West Family Investments, Inc. | 959 | $384.5K | 0.15% | −107−10.0% | Reduced |
| Mitchell Sinkler & Starr | 959 | $384.5K | 0.11% | 00.0% | Unchanged |
| Allworth Financial LP | 958 | $384.1K | 0.00% | +13+1.4% | Added |
| Strategic Blueprint, LLC | 958 | $384.1K | 0.04% | −13−1.3% | Reduced |
| Capital Planning Advisors, LLC | 958 | $384.1K | 0.08% | +958 | New |
| Cornerstone Wealth Advisors, Inc. | 955 | $382.9K | 0.13% | 00.0% | Unchanged |
| Fiduciary Group LLC | 950 | $380.8K | 0.05% | +8+0.8% | Added |
| Carlson Capital Management | 946 | $379.2K | 0.02% | +20+2.2% | Added |
| Bank of Stockton | 940 | $376.8K | 0.13% | −4−0.4% | Reduced |
| Keel Point, LLC | 934 | $374.6K | 0.05% | +99+11.9% | Added |
| Kathmere Capital Management, LLC | 933 | $374.0K | 0.06% | −18−1.9% | Reduced |
| AMG National Trust Bank | 933 | $374.0K | 0.01% | +91+10.8% | Added |
| Proficio Capital Partners LLC | 931 | $373.2K | 0.05% | +19+2.1% | Added |
| Regent Peak Wealth Advisors LLC | 929 | $372.4K | 0.11% | +14+1.5% | Added |
| Hoylecohen, LLC | 929 | $372.4K | 0.03% | +27+3.0% | Added |