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 |
|---|---|---|---|---|---|
| Quent Capital, LLC | 710 | $284.7K | 0.04% | +23+3.3% | Added |
| CVA Family Office, LLC | 709 | $284.2K | 0.06% | +90+14.5% | Added |
| Telemus Capital, LLC | 708 | $283.8K | 0.02% | −3−0.4% | Reduced |
| Carr Financial Group Corp | 701 | $281.0K | 0.11% | 00.0% | Unchanged |
| Sandler Capital Management | 700 | $280.6K | 0.03% | 00.0% | Unchanged |
| M&R Capital Management Inc | 700 | $280.6K | 0.07% | 00.0% | Unchanged |
| Barnes Pettey Financial Advisors, LLC | 698 | $279.8K | 0.24% | 00.0% | Unchanged |
| David R. Rahn & Associates Inc. | 690 | $276.6K | 0.13% | 00.0% | Unchanged |
| Peak Planning Group, LLC | 690 | $276.6K | 0.21% | +2+0.3% | Added |
| Western Wealth Management, LLC | 689 | $276.2K | 0.02% | −34−4.7% | Reduced |
| Gainplan LLC | 689 | $276.2K | 0.15% | 00.0% | Unchanged |
| Legacy Wealth Management, LLC | 685 | $274.6K | 0.14% | −14−2.0% | Reduced |
| Waterloo Capital, L.P. | 680 | $272.6K | 0.08% | +680 | New |
| SFMG, LLC | 679 | $272.4K | 0.03% | +679 | New |
| Alera Investment Advisors, LLC | 679 | $272.0K | 0.06% | +5+0.7% | Added |
| Shufro Rose & Co LLC | 678 | $271.8K | 0.02% | 00.0% | Unchanged |
| Allred Capital Management, LLC | 668 | $267.8K | 0.13% | +32+5.0% | Added |
| Journey Strategic Wealth LLC | 661 | $265.0K | 0.01% | −289−30.4% | Reduced |
| Sculati Wealth Management, LLC | 658 | $263.8K | 0.13% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 658 | $263.8K | 0.11% | +658 | New |
| Wealth Architects, LLC | 655 | $262.6K | 0.04% | +7+1.1% | Added |
| D.B. Root & Company, LLC | 655 | $262.6K | 0.10% | +37+6.0% | Added |
| Grove Bank & Trust | 654 | $262.2K | 0.05% | −24−3.5% | Reduced |
| Ascent Wealth Partners, LLC | 654 | $262.2K | 0.05% | +654 | New |
| Compass Wealth Management LLC | 653 | $261.8K | 0.08% | 00.0% | Unchanged |
| Pasadena Private Wealth, LLC | 653 | $261.8K | 0.07% | 00.0% | Unchanged |
| 3Chopt Investment Partners, LLC | 653 | $261.8K | 0.13% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 660 | $261.5K | 0.07% | +660 | New |
| JJJ Advisors Inc. | 652 | $261.4K | 0.07% | +176+37.0% | Added |
| Equitable Holdings, Inc. | 651 | $261.0K | 0.00% | +651 | New |
| Eudaimonia Partners, LLC | 649 | $260.2K | 0.06% | +649 | New |
| Jaffetilchin Investment Partners, LLC | 644 | $258.3K | 0.03% | +9+1.4% | Added |
| Connecticut Wealth Management, LLC | 642 | $257.4K | 0.02% | 00.0% | Unchanged |
| Plimoth Trust Co LLC | 640 | $256.6K | 0.08% | −105−14.1% | Reduced |
| Eagle Bay Advisors LLC | 633 | $253.8K | 0.14% | −35−5.2% | Reduced |
| Northstar Asset Management LLC | 633 | $253.8K | 0.07% | −3−0.5% | Reduced |
| Industrial Alliance Investment Management Inc. | 630 | $253.0K | 0.13% | −56,818−98.9% | Reduced |
| Ergoteles LLC | 630 | $252.6K | 0.01% | −64,452−99.0% | Reduced |
| Crewe Advisors LLC | 627 | $251.4K | 0.04% | +204+48.2% | Added |
| VeraBank, N.A. | 626 | $251.0K | 0.10% | 00.0% | Unchanged |
| Gerber Kawasaki Wealth & Investment Management | 626 | $251.0K | 0.02% | +10+1.6% | Added |
| Marietta Investment Partners LLC | 620 | $248.6K | 0.06% | +620 | New |
| Veracity Capital LLC | 616 | $246.9K | 0.11% | +8+1.3% | Added |
| TFC Financial Management | 615 | $246.6K | 0.06% | −7−1.1% | Reduced |
| Chapman Investment Management, LLC | 614 | $246.1K | 0.20% | 00.0% | Unchanged |
| Capital Market Strategies LLC | 612 | $245.3K | 0.23% | +612 | New |
| Ruggaard & Associates LLC | 610 | $244.5K | 0.14% | −4−0.7% | Reduced |
| Koshinski Asset Management, Inc. | 609 | $244.3K | 0.03% | −44−6.7% | Reduced |
| Farther Finance Advisors, LLC | 608 | $243.9K | 0.05% | +25+4.3% | Added |
| Cedar Brook Financial Partners, LLC | 608 | $243.7K | 0.06% | −61−9.1% | Reduced |
| Lombard Odier Asset Management (USA) Corp | 605 | $242.5K | 0.03% | −600−49.8% | Reduced |
| Vicus Capital | 605 | $242.5K | 0.03% | −68−10.1% | Reduced |
| Ted Buchan & Co | 604 | $242.1K | 0.19% | +604 | New |
| First Command Bank | 601 | $240.9K | 0.02% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 601 | $240.9K | 0.02% | 00.0% | Unchanged |
| Jump Financial, LLC | 600 | $240.5K | 0.01% | −1,787−74.9% | Reduced |
| Simon Quick Advisors, LLC | 598 | $239.7K | 0.02% | +598 | New |
| Courage Miller Partners, LLC | 595 | $238.5K | 0.10% | 00.0% | Unchanged |
| ML & R Wealth Management LLC | 593 | $237.7K | 0.05% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 587 | $235.3K | 0.03% | +587 | New |
| 44 Wealth Management LLC | 587 | $235.2K | 0.08% | +2+0.3% | Added |
| BKD Wealth Advisors, LLC | 584 | $234.1K | 0.01% | +584 | New |
| Convergence Investment Partners, LLC | 585 | $234.0K | 0.13% | −13−2.2% | Reduced |
| Endurance Wealth Management, Inc. | 584 | $234.0K | 0.03% | −13−2.2% | Reduced |
| Affinity Capital Advisors, LLC | 577 | $231.3K | 0.06% | +577 | New |
| AMJ Financial Wealth Management | 576 | $230.9K | 0.10% | +576 | New |
| Prime Capital Investment Advisors, LLC | 573 | $229.7K | 0.00% | +573 | New |
| Nwam LLC | 571 | $228.9K | 0.02% | +571 | New |
| Howard Capital Management Group, LLC | 569 | $228.1K | 0.02% | −27−4.5% | Reduced |
| Forbes J M & Co LLP | 569 | $228.0K | 0.03% | +569 | New |
| Goldstone Financial Group, LLC | 567 | $227.3K | 0.07% | +567 | New |
| Truadvice, LLC | 586 | $227.3K | 0.08% | −69−10.5% | Reduced |
| Acadian Asset Management LLC | 567 | $227.0K | 0.00% | 00.0% | Unchanged |
| Diversified Portfolios, Inc. | 566 | $226.9K | 0.05% | +566 | New |
| Venture Visionary Partners LLC | 564 | $226.1K | 0.01% | +564 | New |
| Manchester Capital Management LLC | 559 | $224.1K | 0.03% | −317−36.2% | Reduced |
| Salem Investment Counselors Inc | 557 | $223.3K | 0.01% | −57−9.3% | Reduced |
| Rosenbaum Jay D. | 557 | $223.3K | 0.36% | +557 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 554 | $222.1K | 0.00% | −9,554−94.5% | Reduced |
| Bouchey Financial Group Ltd | 551 | $220.9K | 0.03% | +551 | New |
| Deuterium Capital Management, LLC | 550 | $220.5K | 0.31% | +550 | New |
| IVC Wealth Advisors LLC | 549 | $220.1K | 0.14% | +549 | New |
| E Fund Management Co., Ltd. | 548 | $220.0K | 0.02% | −66−10.7% | Reduced |
| Silver Lake Advisory, LLC | 549 | $219.9K | 0.12% | +549 | New |
| Financial Alternatives, Inc | 548 | $219.7K | 0.20% | +548 | New |
| Bragg Financial Advisors, Inc | 545 | $218.5K | 0.01% | +545 | New |
| Fulton Breakefield Broenniman LLC | 540 | $216.5K | 0.02% | +540 | New |
| Biltmore Family Office, LLC | 538 | $215.7K | 0.05% | −139−20.5% | Reduced |
| Baron Silver Stevens Financial Advisors, LLC | 537 | $215.3K | 0.05% | +537 | New |
| Great Valley Advisor Group, Inc. | 531 | $213.1K | 0.01% | +531 | New |
| Ruane, Cunniff & Goldfarb L.P. | 531 | $212.9K | 0.00% | +531 | New |
| Toth Financial Advisory Corp | 530 | $212.5K | 0.03% | +487+1,132.6% | Added |
| Principal Street Partners, LLC | 529 | $211.9K | 0.05% | +529 | New |
| Spouting Rock Asset Management, LLC | 528 | $211.7K | 0.08% | +528 | New |
| BSW Wealth Partners | 527 | $211.3K | 0.04% | +527 | New |
| Independent Wealth Network Inc. | 525 | $210.5K | 0.13% | +525 | New |
| International Assets Investment Management, LLC | 522 | $209.3K | 0.03% | +61+13.2% | Added |
| Financial Perspectives, Inc | 519 | $208.1K | 0.09% | 00.0% | Unchanged |
| Core Alternative Capital | 518 | $207.7K | 0.03% | +279+116.7% | Added |
| Five Oceans Advisors | 518 | $207.7K | 0.13% | +518 | New |