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 |
|---|---|---|---|---|---|
| Trust Co of Vermont | 6,197 | $2.48M | 0.16% | +578+10.3% | Added |
| Intrust Bank NA | 6,178 | $2.48M | 0.30% | −97−1.5% | Reduced |
| Ceera Investments, LLC | 6,171 | $2.47M | 1.43% | 00.0% | Unchanged |
| Bradley Mark J. | 6,152 | $2.47M | 2.45% | −2,609−29.8% | Reduced |
| Natixis | 6,073 | $2.43M | 0.02% | +6,008+9,243.1% | Added |
| Regents of the University of California | 6,000 | $2.41M | 0.30% | 00.0% | Unchanged |
| Brendel Financial Advisors LLC | 5,992 | $2.40M | 3.62% | +5,307+774.7% | Added |
| Morse Asset Management, Inc | 5,967 | $2.39M | 0.73% | +615+11.5% | Added |
| Forge First Asset Management Inc. | 5,950 | $2.39M | 1.20% | +5,950 | New |
| Paradigm Financial Partners, LLC | 5,943 | $2.38M | 0.64% | +22+0.4% | Added |
| Lindsell Train LtdSuperinvestorLindsell Train | 5,900 | $2.37M | 0.04% | +1,500+34.1% | Added |
| Guardian Capital LP | 5,880 | $2.36M | 0.08% | +300+5.4% | Added |
| Panagora Asset Management Inc | 5,878 | $2.36M | 0.01% | −10.0% | Reduced |
| Illinois Municipal Retirement Fund | 5,870 | $2.35M | 0.05% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 5,866 | $2.35M | 0.15% | +1,020+21.0% | Added |
| Veriti Management LLC | 5,825 | $2.34M | 0.26% | −257−4.2% | Reduced |
| Bleakley Financial Group, LLC | 5,771 | $2.31M | 0.07% | −1,513−20.8% | Reduced |
| Horizon Investments, LLC | 5,739 | $2.30M | 0.07% | +405+7.6% | Added |
| Harbor Capital Advisors, Inc. | 5,727 | $2.30M | 0.46% | −36−0.6% | Reduced |
| Sawtooth Solutions, LLC | 5,720 | $2.29M | 0.06% | −1,564−21.5% | Reduced |
| Signaturefd, LLC | 5,649 | $2.26M | 0.06% | +645+12.9% | Added |
| Texas Yale Capital Corp. | 5,630 | $2.26M | 0.11% | 00.0% | Unchanged |
| Dodge & Cox | 5,600 | $2.24M | 0.00% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 5,528 | $2.22M | 0.10% | +246+4.7% | Added |
| Quantinno Capital Management LP | 5,455 | $2.19M | 0.12% | +440+8.8% | Added |
| Cohen Klingenstein LLC | 5,400 | $2.16M | 0.09% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 5,356 | $2.14M | 0.02% | −37−0.7% | Reduced |
| Old National Bancorp | 5,299 | $2.12M | 0.06% | −2,339−30.6% | Reduced |
| George Kaiser Family Foundation | 5,268 | $2.11M | 0.36% | −1,021−16.2% | Reduced |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 5,230 | $2.10M | 0.00% | −165−3.1% | Reduced |
| Souders Financial Advisors | 5,216 | $2.09M | 0.40% | −210−3.9% | Reduced |
| NewEdge Wealth, LLC | 5,206 | $2.09M | 0.07% | +3,352+180.8% | Added |
| WD Rutherford LLC | 5,185 | $2.08M | 1.33% | 00.0% | Unchanged |
| Empowered Funds, LLC | 5,161 | $2.07M | 0.07% | −163−3.1% | Reduced |
| EA Series Trust | 5,161 | $2.07M | 0.07% | +5,161 | New |
| Enterprise Bank & Trust Co | 5,158 | $2.07M | 0.79% | −303−5.5% | Reduced |
| Boston Private Wealth LLC | 5,147 | $2.06M | 0.04% | −356−6.5% | Reduced |
| Integrated Wealth Concepts LLC | 5,139 | $2.06M | 0.04% | +529+11.5% | Added |
| Lido Advisors, LLC | 5,096 | $2.04M | 0.02% | −307−5.7% | Reduced |
| Cypress Asset Management Inc | 5,091 | $2.04M | 0.66% | +105+2.1% | Added |
| Crestline Management, LP | 5,064 | $2.03M | 0.22% | −6,708−57.0% | Reduced |
| American State Bank (Iowa) | 5,030 | $2.02M | 1.40% | −175−3.4% | Reduced |
| WealthShield Partners, LLC | 5,023 | $2.01M | 0.30% | +169+3.5% | Added |
| Chemistry Wealth Management LLC | 5,019 | $2.01M | 0.65% | +17+0.3% | Added |
| Anchor Investment Management, LLC | 5,012 | $2.01M | 0.26% | +107+2.2% | Added |
| Viking Fund Management LLC | 5,000 | $2.00M | 0.38% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 4,925 | $1.97M | 0.14% | −58−1.2% | Reduced |
| Lederer & Associates Investment Counsel | 4,922 | $1.97M | 1.49% | −179−3.5% | Reduced |
| Argus Investors' Counsel, Inc. | 4,913 | $1.97M | 1.37% | +62+1.3% | Added |
| Andra AP-fonden | 4,912 | $1.97M | 0.05% | −8,300−62.8% | Reduced |
| MMBG Investment Advisors Co. | 5,010 | $1.96M | 0.24% | −260−4.9% | Reduced |
| Skylands Capital, LLC | 4,875 | $1.95M | 0.28% | −100−2.0% | Reduced |
| CAPROCK Group, Inc. | 4,861 | $1.95M | 0.14% | −83−1.7% | Reduced |
| Harrell Investment Partners, LLC | 4,847 | $1.94M | 0.66% | −83−1.7% | Reduced |
| SRS Capital Advisors, Inc. | 4,841 | $1.94M | 0.25% | −20−0.4% | Reduced |
| Geneva Capital Management LLC | 4,839 | $1.94M | 0.04% | +1,210+33.3% | Added |
| Tudor Investment Corp Et Al | 4,781 | $1.92M | 0.03% | −75,861−94.1% | Reduced |
| Okabena Investment Services Inc | 4,780 | $1.92M | 1.40% | −689−12.6% | Reduced |
| DoubleLine ETF Adviser LP | 4,764 | $1.91M | 0.71% | +1,119+30.7% | Added |
| Resources Investment Advisors, LLC. | 4,746 | $1.90M | 0.04% | +2,208+87.0% | Added |
| Sequoia Financial Advisors, LLC | 4,734 | $1.90M | 0.03% | +1,485+45.7% | Added |
| Beacon Investment Advisory Services, Inc. | 4,730 | $1.90M | 0.09% | +4,730 | New |
| Mather Group, LLC. | 4,695 | $1.88M | 0.03% | +188+4.2% | Added |
| American Money Management, LLC | 4,689 | $1.88M | 0.47% | +151+3.3% | Added |
| Chatham Capital Group, Inc. | 4,660 | $1.87M | 0.39% | 00.0% | Unchanged |
| Ascent Group, LLC | 4,788 | $1.85M | 0.20% | −516−9.7% | Reduced |
| Consolidated Planning Corp | 4,614 | $1.85M | 0.39% | +365+8.6% | Added |
| Whitener Capital Management, Inc. | 4,500 | $1.80M | 0.69% | 00.0% | Unchanged |
| Great Lakes Retirement, Inc. | 4,476 | $1.79M | 0.32% | +41+0.9% | Added |
| Legacy Wealth Asset Management, LLC | 4,445 | $1.78M | 0.62% | +766+20.8% | Added |
| National Asset Management, Inc. | 4,434 | $1.78M | 0.04% | −518−10.5% | Reduced |
| Congress Asset Management Co | 4,338 | $1.74M | 0.02% | −101−2.3% | Reduced |
| Clarius Group, LLC | 4,312 | $1.73M | 0.13% | +105+2.5% | Added |
| Meeder Advisory Services, Inc. | 4,295 | $1.72M | 0.19% | +109+2.6% | Added |
| Fund Management at Engine No. 1 LLC | 4,270 | $1.71M | 0.32% | +278+7.0% | Added |
| Capital Group Investment Management Pte. Ltd. | 4,265 | $1.71M | 0.09% | 00.0% | Unchanged |
| Channing Global Advisors, LLC | 4,260 | $1.71M | 1.73% | −53−1.2% | Reduced |
| Mount Yale Investment Advisors, LLC | 4,238 | $1.70M | 0.18% | −708−14.3% | Reduced |
| Belpointe Asset Management LLC | 4,227 | $1.69M | 0.18% | −934−18.1% | Reduced |
| Absoluto Partners Gestao de Recursos Ltda | 4,225 | $1.69M | 0.73% | +1,366+47.8% | Added |
| SkyView Investment Advisors, LLC | 4,089 | $1.69M | 0.42% | +3,097+312.2% | Added |
| Ashford Capital Management Inc | 4,191 | $1.68M | 0.23% | −90−2.1% | Reduced |
| Parsons Capital Management Inc | 4,187 | $1.68M | 0.13% | +52+1.3% | Added |
| Avitas Wealth Management LLC | 4,177 | $1.67M | 0.30% | −15−0.4% | Reduced |
| Vetamer Capital Management, L.P. | 4,177 | $1.67M | 2.58% | +4,177 | New |
| Argent Trust Co | 4,150 | $1.66M | 0.09% | +338+8.9% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 4,137 | $1.66M | 0.02% | +72+1.8% | Added |
| Wedbush Securities Inc | 4,132 | $1.66M | 0.08% | +50+1.2% | Added |
| IMS Capital Management | 4,131 | $1.66M | 0.92% | −125−2.9% | Reduced |
| Coldstream Capital Management Inc | 4,121 | $1.65M | 0.05% | +10.0% | Added |
| Bell Bank | 4,116 | $1.65M | 0.17% | −201−4.7% | Reduced |
| Cutler Investment Counsel LLC | 4,090 | $1.64M | 0.25% | −10.0% | Reduced |
| Blue Fin Capital, Inc. | 4,079 | $1.64M | 0.47% | +4+0.1% | Added |
| Lumature Wealth Partners, LLC | 4,072 | $1.63M | 0.97% | −59−1.4% | Reduced |
| Sterling Investment Management, Inc. | 4,036 | $1.62M | 1.28% | −58−1.4% | Reduced |
| Twin Capital Management Inc | 4,012 | $1.61M | 0.21% | −131−3.2% | Reduced |
| Davy Global Fund Management Ltd | 4,006 | $1.61M | 0.31% | +25+0.6% | Added |
| Excalibur Management Corp | 4,003 | $1.60M | 0.82% | 00.0% | Unchanged |
| Frisch Financial Group, Inc. | 4,000 | $1.60M | 0.77% | −1,000−20.0% | Reduced |
| Guyasuta Investment Advisors Inc | 3,989 | $1.60M | 0.12% | +23+0.6% | Added |