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 |
|---|---|---|---|---|---|
| Consolidated Portfolio Review Corp | 920 | $368.9K | 0.09% | +199+27.6% | Added |
| Alpha Family Trust | 920 | $368.8K | 0.26% | 00.0% | Unchanged |
| Jackson Square Capital, LLC | 916 | $367.2K | 0.15% | 00.0% | Unchanged |
| Callan Capital, LLC | 915 | $366.8K | 0.04% | +41+4.7% | Added |
| MSH Capital Advisors LLC | 914 | $366.3K | 0.13% | +914 | New |
| Fifth Third Wealth Advisors LLC | 913 | $366.0K | 0.24% | +913 | New |
| Parkside Financial Bank & Trust | 903 | $362.0K | 0.09% | −283−23.9% | Reduced |
| Appleton Partners Inc | 902 | $362.0K | 0.03% | 00.0% | Unchanged |
| Alta Advisers Ltd | 900 | $360.8K | 0.20% | 00.0% | Unchanged |
| Plotkin Financial Advisors, LLC | 900 | $360.8K | 0.30% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 900 | $360.8K | 0.05% | +900 | New |
| Cornerstone Wealth Management, LLC | 899 | $360.5K | 0.03% | +17+1.9% | Added |
| GraniteShares Advisors LLC | 899 | $360.4K | 0.33% | −62−6.5% | Reduced |
| Wrapmanager Inc | 899 | $360.4K | 0.11% | −44−4.7% | Reduced |
| J. L. Bainbridge & Co., Inc. | 899 | $360.2K | 0.04% | +1+0.1% | Added |
| CNB Bank | 898 | $360.0K | 0.21% | +15+1.7% | Added |
| Morningstar Investment Services LLC | 906 | $358.0K | 0.00% | +254+39.0% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 891 | $357.2K | 0.03% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 884 | $354.4K | 0.02% | −19−2.1% | Reduced |
| ICW Investment Advisors LLC | 884 | $354.3K | 0.19% | +89+11.2% | Added |
| Everett Harris & Co | 880 | $352.8K | 0.01% | 00.0% | Unchanged |
| Patten & Patten Inc | 874 | $350.4K | 0.03% | −150−14.6% | Reduced |
| Ronald Blue Trust, Inc. | 1,012 | $349.0K | 0.01% | −900−47.1% | Reduced |
| Matthew Goff Investment Advisor, LLC | 868 | $348.0K | 0.08% | 00.0% | Unchanged |
| Abbrea Capital, LLC | 865 | $347.0K | 0.05% | +45+5.5% | Added |
| First National Bank of South Miami | 863 | $346.0K | 0.28% | −199−18.7% | Reduced |
| Triad Investment Management | 862 | $345.6K | 0.48% | 00.0% | Unchanged |
| Revisor Wealth Management LLC | 857 | $343.6K | 0.31% | −26−2.9% | Reduced |
| Drive Wealth Management, LLC | 856 | $343.4K | 0.13% | +89+11.6% | Added |
| Stokes Family Office, LLC | 856 | $343.2K | 0.04% | +215+33.5% | Added |
| Ironwood Investment Management LLC | 851 | $341.2K | 0.20% | −52−5.8% | Reduced |
| Edgestream Partners, L.P. | 850 | $340.8K | 0.03% | −1,058−55.5% | Reduced |
| Catalyst Financial Partners LLC | 850 | $340.8K | 0.12% | +221+35.1% | Added |
| Riverwater Partners LLC | 846 | $339.2K | 0.30% | 00.0% | Unchanged |
| Corundum Group, Inc. | 845 | $338.8K | 0.17% | +26+3.2% | Added |
| StrategIQ Financial Group, LLC | 844 | $338.4K | 0.04% | 00.0% | Unchanged |
| Linscomb & Williams, Inc. | 838 | $335.8K | 0.02% | +7+0.8% | Added |
| Lakeview Capital Partners, LLC | 836 | $335.3K | 0.06% | +169+25.3% | Added |
| Confluence Wealth Services, Inc. | 836 | $335.1K | 0.07% | +7+0.8% | Added |
| L2 Asset Management, LLC | 833 | $333.9K | 0.16% | +39+4.9% | Added |
| Epic Trust Investment Advisors, LLC | 829 | $332.3K | 0.47% | −312−27.3% | Reduced |
| Acima Private Wealth, LLC | 826 | $331.1K | 0.16% | −22−2.6% | Reduced |
| Philadelphia Trust Co | 826 | $331.0K | 0.03% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 826 | $331.0K | 0.03% | +826 | New |
| Hartford Funds Management Co LLC | 824 | $330.5K | 0.03% | +97+13.3% | Added |
| Warren Averett Asset Management, LLC | 818 | $327.9K | 0.01% | +4+0.5% | Added |
| Curi Capital | 816 | $327.1K | 0.04% | 00.0% | Unchanged |
| Park Place Capital Corp | 815 | $326.7K | 0.09% | −10−1.2% | Reduced |
| Bell Investment Advisors, Inc | 809 | $324.3K | 0.07% | +580+253.3% | Added |
| Endowment Wealth Management, Inc. | 807 | $323.6K | 0.30% | +70+9.5% | Added |
| Deseret Mutual Benefit Administrators | 805 | $322.7K | 0.13% | −54−6.3% | Reduced |
| Meridian Investment Counsel Inc. | 805 | $322.7K | 0.11% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 803 | $321.9K | 0.05% | +22+2.8% | Added |
| Burney Co | 801 | $321.1K | 0.01% | +70+9.6% | Added |
| Gyroscope Capital Management Group, LLC | 800 | $320.7K | 0.07% | +200+33.3% | Added |
| Waddell & Associates, LLC | 797 | $319.5K | 0.05% | −375−32.0% | Reduced |
| Pekin Hardy Strauss, Inc. | 797 | $319.5K | 0.05% | 00.0% | Unchanged |
| StoneX Group Inc. | 794 | $318.3K | 0.03% | −347−30.4% | Reduced |
| Johnson Financial Group, Inc. | 793 | $317.9K | 0.02% | +17+2.2% | Added |
| Integrated Investment Consultants, LLC | 790 | $316.7K | 0.10% | −7−0.9% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 789 | $316.4K | 0.00% | +789 | New |
| Anchor Capital Advisors LLC | 787 | $315.5K | 0.01% | −15−1.9% | Reduced |
| Wealthcare Advisory Partners LLC | 784 | $314.3K | 0.01% | +61+8.4% | Added |
| Goodman Advisory Group, LLC | 783 | $313.9K | 0.12% | −309−28.3% | Reduced |
| Prosperity Financial Group, Inc. | 783 | $313.9K | 0.28% | +45+6.1% | Added |
| Northstar Advisory Group, LLC | 783 | $313.9K | 0.21% | +783 | New |
| BFT Financial Group, LLC | 781 | $313.1K | 0.04% | +38+5.1% | Added |
| Financial Network Wealth Management LLC | 800 | $313.0K | 0.14% | 00.0% | Unchanged |
| Calamos Wealth Management LLC | 780 | $312.7K | 0.02% | +10+1.3% | Added |
| Blueprint Investment Partners LLC | 780 | $312.7K | 0.11% | +780 | New |
| Traphagen Investment Advisors LLC | 777 | $311.7K | 0.04% | −193−19.9% | Reduced |
| Simmons Bank | 777 | $311.5K | 0.03% | +49+6.7% | Added |
| Rational Advisors LLC | 773 | $309.9K | 0.03% | +773 | New |
| Oversea-Chinese Banking CORP Ltd | 769 | $308.3K | 0.01% | 00.0% | Unchanged |
| Taurus Asset Management, LLC | 766 | $307.1K | 0.04% | 00.0% | Unchanged |
| Azimuth Capital Investment Management LLC | 765 | $306.7K | 0.01% | −50−6.1% | Reduced |
| Goldstein Advisors, LLC | 765 | $306.7K | 0.06% | −15−1.9% | Reduced |
| Reuter James Wealth Management, LLC | 761 | $305.1K | 0.37% | −5−0.7% | Reduced |
| Strategy Asset Managers LLC | 756 | $303.2K | 0.07% | +17+2.3% | Added |
| Romano Brothers and Company | 754 | $302.4K | 0.05% | −75−9.0% | Reduced |
| Integrated Advisors Network LLC | 754 | $302.3K | 0.02% | +69+10.1% | Added |
| Violich Capital Management, Inc. | 750 | $301.0K | 0.05% | 00.0% | Unchanged |
| Somerset Group LLC | 750 | $300.7K | 0.25% | 00.0% | Unchanged |
| Ledyard National Bank | 749 | $300.3K | 0.03% | +4+0.5% | Added |
| Provence Wealth Management Group | 749 | $300.3K | 0.18% | +11+1.5% | Added |
| Camden Capital, LLC | 746 | $299.1K | 0.03% | +47+6.7% | Added |
| First Pacific Advisors, LP | 744 | $298.3K | 0.00% | 00.0% | Unchanged |
| Northwest Bancshares, Inc. | 744 | $298.3K | 0.05% | +31+4.3% | Added |
| Capital Advisors, Ltd. LLC | 735 | $295.0K | 0.04% | +145+24.6% | Added |
| MJP Associates Inc | 736 | $295.0K | 0.10% | −4−0.5% | Reduced |
| ArrowMark Colorado Holdings LLC | 731 | $293.1K | 0.00% | 00.0% | Unchanged |
| Samalin Investment Counsel, LLC | 728 | $291.9K | 0.16% | +728 | New |
| City State Bank | 725 | $291.0K | 0.16% | −31−4.1% | Reduced |
| Osborne Partners Capital Management, LLC | 725 | $290.6K | 0.02% | −49−6.3% | Reduced |
| Portside Wealth Group, LLC | 722 | $289.4K | 0.05% | +722 | New |
| D. E. Shaw & Co., Inc. | 719 | $288.2K | 0.00% | +719 | New |
| Inceptionr LLC | 716 | $287.0K | 0.15% | −2,651−78.7% | Reduced |
| Optas, LLC | 713 | $285.8K | 0.10% | +42+6.3% | Added |
| Ifrah Financial Services, Inc. | 712 | $285.6K | 0.09% | −7−1.0% | Reduced |
| Mayflower Financial Advisors, LLC | 711 | $285.1K | 0.04% | −13−1.8% | Reduced |