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 |
|---|---|---|---|---|---|
| Tandem Investment Advisors, Inc. | 517 | $207.0K | 0.01% | +517 | New |
| Amussen Hunsaker Associates LLC | 516 | $206.9K | 0.05% | +516 | New |
| Sound View Wealth Advisors Group, LLC | 514 | $206.1K | 0.03% | −161−23.9% | Reduced |
| McDaniel Terry & Co | 515 | $206.0K | 0.02% | +515 | New |
| Sigma Investment Counselors Inc | 513 | $205.7K | 0.02% | +513 | New |
| Naviter Wealth, LLC | 513 | $205.7K | 0.05% | +513 | New |
| SYSTM Wealth Solutions LLC | 512 | $205.3K | 0.03% | +512 | New |
| Key Financial Inc | 506 | $202.8K | 0.07% | +24+5.0% | Added |
| First Capital Advisors Group, LLC. | 504 | $202.0K | 0.11% | +504 | New |
| Perennial Advisors, LLC | 504 | $202.0K | 0.05% | +504 | New |
| Ipswich Investment Management Co., Inc. | 502 | $201.2K | 0.05% | +502 | New |
| Veritas Investment Partners (UK) Ltd. | 500 | $200.4K | 0.01% | −375−42.9% | Reduced |
| Marco Investment Management LLC | 500 | $200.4K | 0.02% | +500 | New |
| Hendershot Investments Inc. | 499 | $200.0K | 0.03% | 00.0% | Unchanged |
| M Holdings Securities, Inc. | 500 | $200.0K | 0.04% | +500 | New |
| Aurora Private Wealth, Inc. | 500 | $200.0K | 0.23% | +500 | New |
| United Community Bank | 497 | $199.2K | 0.17% | −5−1.0% | Reduced |
| Global Retirement Partners, LLC | 479 | $191.9K | 0.01% | −64−11.8% | Reduced |
| Pinnacle Bancorp, Inc. | 477 | $191.2K | 0.07% | −8−1.6% | Reduced |
| Bank of New Hampshire | 473 | $189.6K | 0.05% | 00.0% | Unchanged |
| Laffer Tengler Investments | 462 | $185.2K | 0.05% | 00.0% | Unchanged |
| Covestor Ltd | 461 | $185.0K | 0.14% | +118+34.4% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 457 | $183.2K | 0.02% | 00.0% | Unchanged |
| General Partner, Inc. | 441 | $176.8K | 0.15% | 00.0% | Unchanged |
| Clear Street Markets LLC | 429 | $172.0K | 0.07% | −219−33.8% | Reduced |
| Horizon Bancorp Inc | 423 | $170.0K | 0.11% | +1+0.2% | Added |
| Avalon Trust Co | 422 | $169.2K | 0.02% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 412 | $165.4K | 0.08% | +25+6.5% | Added |
| Nalls Sherbakoff Group, LLC | 447 | $164.2K | 0.16% | 00.0% | Unchanged |
| Blue Chip Partners, Inc. | 407 | $163.4K | 0.02% | +64+18.7% | Added |
| Glassman Wealth Services | 406 | $162.8K | 0.03% | +43+11.8% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 400 | $158.0K | 0.08% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 382 | $153.0K | 0.03% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 381 | $152.7K | 0.02% | +346+988.6% | Added |
| Leonteq Securities AG | 381 | $152.7K | 0.02% | −1,358−78.1% | Reduced |
| Halpern Financial, Inc. | 371 | $148.7K | 0.05% | +21+6.0% | Added |
| Stephens Investment Management Group LLC | 367 | $147.1K | 0.00% | +89+32.0% | Added |
| Resurgent Financial Advisors LLC | 354 | $141.9K | 0.09% | 00.0% | Unchanged |
| American National Bank | 351 | $140.7K | 0.02% | 00.0% | Unchanged |
| Barometer Capital Management Inc. | 350 | $140.3K | 0.04% | +350 | New |
| Osterweis Capital Management Inc | 335 | $134.3K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 333 | $133.5K | 0.01% | −159−32.3% | Reduced |
| EverSource Wealth Advisors, LLC | 325 | $130.5K | 0.01% | −73−18.3% | Reduced |
| Boyd Watterson Asset Management LLC | 324 | $129.9K | 0.05% | 00.0% | Unchanged |
| Country Trust Bank | 323 | $129.5K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 318 | $127.5K | 0.11% | −3−0.9% | Reduced |
| Tortoise Investment Management, LLC | 314 | $125.9K | 0.02% | 00.0% | Unchanged |
| St Germain D J Co Inc | 305 | $122.3K | 0.01% | +305 | New |
| Caldwell Trust Co | 304 | $121.9K | 0.02% | +69+29.4% | Added |
| HighMark Wealth Management LLC | 300 | $120.3K | 0.09% | −63−17.4% | Reduced |
| Tompkins Financial Corp | 295 | $118.3K | 0.02% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 295 | $118.3K | 0.05% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 290 | $116.3K | 0.04% | −4−1.4% | Reduced |
| Goldstream Capital Management Ltd | 282 | $113.1K | 0.08% | −135−32.4% | Reduced |
| Kelly Lawrence W & Associates Inc | 283 | $110.9K | 0.03% | 00.0% | Unchanged |
| Natixis Investment Managers International | 276 | $110.6K | 0.01% | −16−5.5% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 263 | $105.0K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 250 | $100.2K | 0.01% | 00.0% | Unchanged |
| Arlington Partners LLC | 246 | $98.6K | 0.02% | +43+21.2% | Added |
| Operose Advisors LLC | 245 | $98.2K | 0.04% | 00.0% | Unchanged |
| Disciplina Capital Management LLC | 228 | $91.5K | 0.02% | +146+178.0% | Added |
| Farmers & Merchants Investments Inc | 228 | $91.4K | 0.00% | −11−4.6% | Reduced |
| Baker Avenue Asset Management, LP | 228 | $91.4K | 0.00% | −3−1.3% | Reduced |
| West Paces Advisors Inc. | 227 | $91.0K | 0.03% | 00.0% | Unchanged |
| PCA Investment Advisory Services Inc. | 215 | $86.4K | 0.05% | +215 | New |
| Cornerstone Planning Group LLC | 208 | $83.4K | 0.03% | +208 | New |
| Focused Wealth Management, Inc | 203 | $81.4K | 0.01% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 200 | $80.2K | 0.00% | −503−71.6% | Reduced |
| Princeton Global Asset Management LLC | 200 | $80.2K | 0.02% | 00.0% | Unchanged |
| PFS Partners, LLC | 195 | $78.4K | 0.07% | −1−0.5% | Reduced |
| BDO Wealth Advisors, LLC | 191 | $76.6K | 0.01% | +57+42.5% | Added |
| Carmel Capital Partners, LLC | 180 | $72.2K | 0.04% | 00.0% | Unchanged |
| Geo Capital Gestora de Recursos Ltd | 174 | $70.0K | 0.05% | −70−28.7% | Reduced |
| HHM Wealth Advisors, LLC | 169 | $67.8K | 0.01% | −7−4.0% | Reduced |
| Ancora Advisors, LLC | 168 | $67.5K | 0.00% | +5+3.1% | Added |
| Carmichael Hill & Associates, Inc. | 167 | $66.9K | 0.03% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 161 | $64.5K | 0.00% | +7+4.5% | Added |
| Clean Yield Group | 160 | $64.1K | 0.03% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 156 | $62.5K | 0.01% | +29+22.8% | Added |
| Atticus Wealth Management, LLC | 154 | $61.7K | 0.02% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 150 | $60.1K | 0.01% | 00.0% | Unchanged |
| Taikang Asset Management (Hong Kong) Co Ltd | 18,463 | $58.0K | 1.73% | −18,463−50.0% | Reduced |
| Hall Laurie J Trustee | 145 | $58.0K | 0.02% | 00.0% | Unchanged |
| Earnest Partners LLC | 141 | $56.5K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 134 | $54.0K | 0.01% | +3+2.3% | Added |
| Sugarloaf Wealth Management, LLC | 134 | $53.7K | 0.01% | +134 | New |
| Coppell Advisory Solutions LLC | 135 | $53.4K | 0.02% | +135 | New |
| Pacifica Partners Inc. | 131 | $52.4K | 0.03% | +34+35.1% | Added |
| Steward Financial Group LLC | 129 | $51.0K | 0.02% | +89+222.5% | Added |
| Glen Eagle Advisors, LLC | 125 | $50.1K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 123 | $49.3K | 0.01% | −24−16.3% | Reduced |
| Rosenberg Matthew Hamilton | 120 | $48.1K | 0.02% | −34−22.1% | Reduced |
| Pin Oak Investment Advisors Inc | 120 | $48.0K | 0.05% | +63+110.5% | Added |
| Geneos Wealth Management Inc. | 118 | $47.4K | 0.00% | −15−11.3% | Reduced |
| Exchange Traded Concepts, LLC | 118 | $47.3K | 0.00% | −211−64.1% | Reduced |
| Cambridge Trust Co | 116 | $46.5K | 0.00% | +55+90.2% | Added |
| Bangor Savings Bank | 116 | $46.5K | 0.01% | +25+27.5% | Added |
| Grayhawk Investment Strategies Inc. | 114 | $45.7K | 0.03% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 112 | $44.9K | 0.02% | +54+93.1% | Added |
| Arrow Financial Corp | 110 | $44.1K | 0.01% | 00.0% | Unchanged |