Skip to main content
Livermore
Livermore
ZHEN

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, Q3 2023

Institutional positions in S&P Global Inc. as of Sep 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
1,625
+24 vs. Q2 2023
Shares held
274.5M
−2.71M (−1.0%) vs. Q2 2023
Total value
$100.4B
−$10.6B (−9.6%) vs. Q2 2023
New holders
128
636 more added
Sold out
104
600 more reduced

21 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2023: 1,625 institutions
Q1 2021: 1,300 institutionsQ2 2021: 1,358 institutionsQ3 2021: 1,417 institutionsQ4 2021: 1,541 institutionsQ1 2022: 1,650 institutionsQ2 2022: 1,559 institutionsQ3 2022: 1,501 institutionsQ4 2022: 1,571 institutionsQ1 2023: 1,598 institutionsQ2 2023: 1,622 institutionsQ3 2023: 1,625 institutionsQ4 2023: 1,774 institutionsQ1 2024: 1,836 institutionsQ2 2024: 1,843 institutionsQ3 2024: 1,937 institutionsQ4 2024: 2,046 institutionsQ1 2025: 2,082 institutionsQ2 2025: 2,068 institutionsQ3 2025: 2,059 institutionsQ4 2025: 2,204 institutionsQ1 2026: 2,127 institutionsQ2 2026: 2,076 institutions
Value heldQ3 2023: $100.4B
Q1 2021: $76.2BQ2 2021: $92.0BQ3 2021: $95.7BQ4 2021: $107.5BQ1 2022: $127.4BQ2 2022: $99.6BQ3 2022: $87.7BQ4 2022: $93.8BQ1 2023: $95.3BQ2 2023: $111.1BQ3 2023: $100.4BQ4 2023: $121.3BQ1 2024: $115.2BQ2 2024: $121.4BQ3 2024: $140.2BQ4 2024: $134.2BQ1 2025: $135.4BQ2 2025: $140.5BQ3 2025: $126.8BQ4 2025: $137.4BQ1 2026: $108.7BQ2 2026: $105.7B
Institutions holding SPGI and their total value by quarter
QuarterHoldersValue
Q2 20262,076$105.7B
Q1 20262,127$108.7B
Q4 20252,204$137.4B
Q3 20252,059$126.8B
Q2 20252,068$140.5B
Q1 20252,082$135.4B
Q4 20242,046$134.2B
Q3 20241,937$140.2B
Q2 20241,843$121.4B
Q1 20241,836$115.2B
Q4 20231,774$121.3B
Q3 20231,625$100.4B
Q2 20231,622$111.1B
Q1 20231,598$95.3B
Q4 20221,571$93.8B
Q3 20221,501$87.7B
Q2 20221,559$99.6B
Q1 20221,650$127.4B
Q4 20211,541$107.5B
Q3 20211,417$95.7B
Q2 20211,358$92.0B
Q1 20211,300$76.2B

Institutions, Q3 2023

Shares, value and share of portfolio for each institution holding S&P Global Inc.; share changes are against Q2 2023.

Institutions holding SPGI in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
McClarren Financial Advisors, Inc.1$00.00%00.0%Unchanged
Retirement Group, LLC1$3650.00%00.0%Unchanged
Delos Wealth Advisors, LLC1$3910.00%00.0%Unchanged
Register Financial Advisors LLC2$7330.00%+2New
ClariVest Asset Management LLC4$1.00K0.00%+4New
Perritt Capital Management Inc3$1.10K0.00%+3New
NewSquare Capital LLC3$1.10K0.00%+3New
Cedar Wealth Management, LLC4$1.46K0.00%00.0%Unchanged
Investors Research Corp4$1.46K0.00%+4New
Legacy Financial Group LLC4$1.46K0.00%+4New
Raleigh Capital Management Inc.4$1.56K0.00%+4New
Hibernia Wealth Partners, LLC5$1.83K0.00%+5New
Financial Synergies Wealth Advisors, Inc.5$1.83K0.00%00.0%Unchanged
Macroview Investment Management LLC5$1.83K0.00%+5New
TSFG, LLC5$2.00K0.00%−11−68.8%Reduced
Creative Financial Designs Inc6$2.19K0.00%−6−50.0%Reduced
Iron Horse Wealth Management, LLC6$2.19K0.00%00.0%Unchanged
Albion Financial Group6$2.19K0.00%00.0%Unchanged
Rise Advisors, LLC6$2.21K0.00%−32−84.2%Reduced
Atwood & Palmer Inc7$2.56K0.00%00.0%Unchanged
Buck Wealth Strategies, LLC7$2.63K0.00%00.0%Unchanged
Highline Wealth Partners LLC8$2.92K0.00%00.0%Unchanged
Flaharty Asset Management, LLC8$2.92K0.00%+8New
Wolff Wiese Magana LLC8$2.92K0.00%00.0%Unchanged
Magnolia Capital Management Ltd9$3.00K0.00%00.0%Unchanged
Twin Lakes Capital Management, LLC8$3.00K0.00%00.0%Unchanged
Tobam7$3.00K0.00%+7New
DB Wealth Management Group, LLC9$3.29K0.00%00.0%Unchanged
Jamison Private Wealth Management, Inc.9$3.34K0.00%+9New
Cherry Tree Wealth Management, LLC10$3.47K0.00%00.0%Unchanged
Red Tortoise LLC10$3.65K0.00%−13−56.5%Reduced
Stuart Chaussee & Associates, Inc.10$3.65K0.00%00.0%Unchanged
Beacon Capital Management, LLC9$3.66K0.00%00.0%Unchanged
Tucker Asset Management LLC11$4.02K0.00%−4−26.7%Reduced
Front Row Advisors LLC12$4.38K0.00%00.0%Unchanged
JNBA Financial Advisors12$4.38K0.00%00.0%Unchanged
SJS Investment Consulting Inc.12$4.38K0.00%00.0%Unchanged
Trifecta Capital Advisors, LLC12$4.38K0.00%00.0%Unchanged
Aspire Private Capital, LLC13$4.75K0.00%00.0%Unchanged
Western Pacific Wealth Management, LP13$4.75K0.00%00.0%Unchanged
Valley National Advisers Inc13$5.00K0.00%+5+62.5%Added
Avion Wealth16$5.00K0.00%+4+33.3%Added
Sittner & Nelson, LLC14$5.12K0.00%00.0%Unchanged
Providence Capital Advisors, LLC14$5.12K0.00%+7+100.0%Added
Jackson, Grant Investment Advisers, Inc.15$5.48K0.00%00.0%Unchanged
Pin Oak Investment Advisors Inc16$6.00K0.01%−104−86.7%Reduced
USA Financial Portformulas Corp18$6.58K0.01%00.0%Unchanged
RFP Financial Group LLC19$6.94K0.00%00.0%Unchanged
Hazlett, Burt & Watson, Inc.20$7.00K0.01%+12+150.0%Added
Sound Income Strategies, LLC20$7.31K0.00%00.0%Unchanged
Cassady Schiller Wealth Management, LLC20$7.31K0.00%00.0%Unchanged
Perkins Coie Trust Co21$7.67K0.00%+21New
Milestone Investment Advisors LLC22$8.04K0.00%+22New
SOA Wealth Advisors, LLC.22$8.06K0.00%00.0%Unchanged
Northwest Capital Management Inc23$8.40K0.00%00.0%Unchanged
Global Financial Private Client, LLC23$8.53K0.00%00.0%Unchanged
Thompson Siegel & Walmsley LLC25$9.00K0.00%00.0%Unchanged
Johnson Midwest Financial, LLC25$9.13K0.02%00.0%Unchanged
LFA - Lugano Financial Advisors SA25$9.13K0.01%+25New
IMA Wealth, Inc.26$9.50K0.00%00.0%Unchanged
Cedar Mountain Advisors, LLC26$9.50K0.00%00.0%Unchanged
North Star Investment Management Corp.26$9.50K0.00%+16+160.0%Added
Impact Partnership Wealth, LLC26$9.50K0.00%+26New
South State Corp.27$9.87K0.00%+6+28.6%Added
Sofos Investments, Inc.28$9.95K0.00%−373−93.0%Reduced
Kapitalo Investimentos Ltda28$10.2K0.00%−52−65.0%Reduced
Moisand Fitzgerald Tamayo, LLC29$10.6K0.00%00.0%Unchanged
Bollard Group LLC30$11.0K0.00%00.0%Unchanged
Tyler-Stone Wealth Management30$11.0K0.01%00.0%Unchanged
RVW Wealth, LLC32$11.7K0.00%+32New
GeoWealth Management, LLC32$12.0K0.00%−2,591−98.8%Reduced
BOK Financial Private Wealth, Inc.35$12.8K0.00%00.0%Unchanged
Annapolis Financial Services, LLC35$12.8K0.00%00.0%Unchanged
Stephenson National Bank & Trust36$13.2K0.01%00.0%Unchanged
DT Investment Partners, LLC36$13.2K0.00%00.0%Unchanged
MCF Advisors LLC36$13.2K0.00%+7+24.1%Added
Stonebridge Capital Advisors LLC38$13.9K0.00%+7+22.6%Added
PrairieView Partners, LLC41$14.0K0.00%00.0%Unchanged
Toth Financial Advisory Corp39$14.3K0.00%−491−92.6%Reduced
Oliver Lagore Vanvalin Investment Group39$14.3K0.01%−9−18.8%Reduced
Silicon Valley Capital Partners40$14.7K0.00%00.0%Unchanged
TCTC Holdings, LLC41$15.0K0.00%00.0%Unchanged
Creative Capital Management Investments LLC43$15.7K0.01%00.0%Unchanged
Hexagon Capital Partners LLC44$16.1K0.00%−1−2.2%Reduced
Northwest Investment Counselors, LLC46$16.8K0.00%+22+91.7%Added
Atlas Capital Advisors LLC50$18.3K0.00%+30+150.0%Added
Westside Investment Management, Inc.51$18.6K0.01%00.0%Unchanged
Larson Financial Group LLC56$20.6K0.00%+10+21.7%Added
Raffa Wealth Management, LLC59$21.6K0.01%00.0%Unchanged
Householder Group Estate & Retirement Specialist, LLC59$21.6K0.01%+59New
Financial Management Professionals, Inc.61$22.0K0.00%00.0%Unchanged
Pacifica Partners Inc.61$22.0K0.01%−70−53.4%Reduced
First Pacific Financial61$22.3K0.01%+49+408.3%Added
Baystate Wealth Management LLC61$22.3K0.00%−22−26.5%Reduced
Washington Trust Advisors, Inc.61$22.4K0.00%−3−4.7%Reduced
Tacita Capital Inc63$23.0K0.02%00.0%Unchanged
Abound Wealth Management64$23.4K0.01%+4+6.7%Added
Farmers & Merchants Trust Co of Chambersburg PA66$24.0K0.02%00.0%Unchanged
Kathleen S. Wright Associates Inc.70$25.1K0.01%+70New
Carolinas Wealth Consulting LLC73$25.6K0.01%+1+1.4%Added