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.
| 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, Q3 2023
Shares, value and share of portfolio for each institution holding S&P Global Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Cambridge Trust Co | 72 | $26.3K | 0.00% | −44−37.9% | Reduced |
| Newbridge Financial Services Group, Inc. | 74 | $26.9K | 0.01% | +8+12.1% | Added |
| Tfo-TDC, LLC | 70 | $28.1K | 0.01% | +2+2.9% | Added |
| Oakworth Capital, Inc. | 77 | $28.1K | 0.00% | +28+57.1% | Added |
| State of Wyoming | 77 | $28.1K | 0.01% | +77 | New |
| Column Capital Advisors, LLC | 78 | $28.5K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 79 | $28.9K | 0.01% | +14+21.5% | Added |
| Strategic Investment Solutions, Inc. | 77 | $30.1K | 0.00% | +77 | New |
| HWG Holdings LP | 85 | $31.1K | 0.02% | 00.0% | Unchanged |
| First Financial Corp | 86 | $31.4K | 0.02% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 86 | $31.4K | 0.00% | +27+45.8% | Added |
| Fortis Group Advisors, LLC | 90 | $32.9K | 0.01% | +90 | New |
| West Branch Capital LLC | 94 | $34.3K | 0.02% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 95 | $34.7K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 97 | $35.0K | 0.00% | +97 | New |
| Rain Capital Management, LLC | 96 | $35.1K | 0.03% | −1−1.0% | Reduced |
| Guardian Wealth Management, Inc. | 100 | $36.4K | 0.03% | +1+1.0% | Added |
| Institutional & Family Asset Management, LLC | 103 | $37.6K | 0.01% | −6−5.5% | Reduced |
| New Millennium Group LLC | 104 | $38.0K | 0.03% | 00.0% | Unchanged |
| Riverview Trust Co | 105 | $38.4K | 0.03% | 00.0% | Unchanged |
| Archer Investment Corp | 105 | $38.4K | 0.01% | +12+12.9% | Added |
| Arrow Financial Corp | 110 | $40.2K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 112 | $40.9K | 0.00% | +47+72.3% | Added |
| Bangor Savings Bank | 113 | $41.3K | 0.00% | −3−2.6% | Reduced |
| Grayhawk Investment Strategies Inc. | 114 | $41.7K | 0.03% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 120 | $43.8K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 123 | $44.9K | 0.01% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 122 | $45.0K | 0.03% | −301−71.2% | Reduced |
| Glen Eagle Advisors, LLC | 125 | $45.7K | 0.01% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 125 | $45.7K | 0.02% | +35+38.9% | Added |
| Gradient Investments LLC | 128 | $46.8K | 0.00% | +96+300.0% | Added |
| Addison Advisors LLC | 132 | $48.2K | 0.02% | +30+29.4% | Added |
| Centennial Bank | 133 | $48.6K | 0.03% | +33+33.0% | Added |
| Tradition Wealth Management, LLC | 134 | $49.0K | 0.01% | 00.0% | Unchanged |
| Clean Yield Group | 133 | $49.5K | 0.02% | −27−16.9% | Reduced |
| Earnest Partners LLC | 141 | $51.5K | 0.00% | 00.0% | Unchanged |
| Taikang Asset Management (Hong Kong) Co Ltd | 18,463 | $52.8K | 1.54% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 145 | $53.0K | 0.02% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 150 | $54.8K | 0.01% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 150 | $54.8K | 0.03% | +38+33.9% | Added |
| Geo Capital Gestora de Recursos Ltd | 150 | $55.0K | 0.05% | −24−13.8% | Reduced |
| Atticus Wealth Management, LLC | 154 | $56.3K | 0.02% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 155 | $56.6K | 0.03% | +155 | New |
| Steward Financial Group LLC | 163 | $59.0K | 0.02% | +34+26.4% | Added |
| MV Capital Management, Inc. | 163 | $59.6K | 0.01% | +7+4.5% | Added |
| JFS Wealth Advisors, LLC | 166 | $60.7K | 0.01% | +64+62.7% | Added |
| Carmichael Hill & Associates, Inc. | 167 | $61.0K | 0.03% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 168 | $61.5K | 0.00% | +50+42.4% | Added |
| Mascoma Wealth Management LLC | 169 | $61.8K | 0.02% | +85+101.2% | Added |
| HHM Wealth Advisors, LLC | 169 | $61.8K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 188 | $68.7K | 0.03% | −20−9.6% | Reduced |
| PFS Partners, LLC | 196 | $71.6K | 0.06% | +1+0.5% | Added |
| Focused Wealth Management, Inc | 203 | $74.2K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 205 | $74.9K | 0.00% | +44+27.3% | Added |
| West Paces Advisors Inc. | 227 | $82.9K | 0.03% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 228 | $83.3K | 0.00% | 00.0% | Unchanged |
| Disciplina Capital Management LLC | 229 | $83.6K | 0.02% | +1+0.4% | Added |
| Baker Avenue Asset Management, LP | 229 | $83.7K | 0.00% | +1+0.4% | Added |
| Sugarloaf Wealth Management, LLC | 229 | $83.7K | 0.02% | +95+70.9% | Added |
| Ancora Advisors, LLC | 232 | $84.9K | 0.00% | +64+38.1% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 233 | $85.1K | 0.05% | +233 | New |
| Webster Bank, N. A. | 250 | $91.4K | 0.01% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 255 | $93.2K | 0.04% | +75+41.7% | Added |
| Spartan Planning & Wealth Management | 260 | $95.0K | 0.11% | +260 | New |
| Harel Insurance Investments & Financial Services Ltd. | 263 | $96.0K | 0.00% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 264 | $96.5K | 0.07% | −90−25.4% | Reduced |
| Tompkins Financial Corp | 280 | $102.3K | 0.02% | −15−5.1% | Reduced |
| DHJJ Financial Advisors, Ltd. | 281 | $102.7K | 0.05% | +281 | New |
| Goldstream Capital Management Ltd | 282 | $103.0K | 0.08% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 283 | $103.4K | 0.03% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 290 | $106.0K | 0.03% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 295 | $107.8K | 0.05% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 300 | $109.6K | 0.09% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 305 | $111.0K | 0.02% | −77−20.2% | Reduced |
| St Germain D J Co Inc | 305 | $111.5K | 0.01% | 00.0% | Unchanged |
| West Tower Group, LLC | 309 | $112.9K | 0.06% | +309 | New |
| Tortoise Investment Management, LLC | 314 | $114.7K | 0.02% | 00.0% | Unchanged |
| Country Trust Bank | 323 | $118.0K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 323 | $118.0K | 0.11% | +5+1.6% | Added |
| Boyd Watterson Asset Management LLC | 324 | $118.4K | 0.05% | 00.0% | Unchanged |
| Icon Wealth Partners, LLC | 325 | $118.8K | 0.01% | −1,208−78.8% | Reduced |
| Osterweis Capital Management Inc | 335 | $122.4K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 340 | $124.3K | 0.01% | +15+4.6% | Added |
| Natixis Investment Managers International | 343 | $125.3K | 0.01% | +67+24.3% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 344 | $125.7K | 0.01% | +11+3.3% | Added |
| Covestor Ltd | 343 | $126.0K | 0.10% | −118−25.6% | Reduced |
| Halpern Financial, Inc. | 350 | $127.9K | 0.04% | −21−5.7% | Reduced |
| Blue Chip Partners, Inc. | 366 | $133.6K | 0.02% | −41−10.1% | Reduced |
| Stephens Investment Management Group LLC | 367 | $134.1K | 0.00% | 00.0% | Unchanged |
| American National Bank | 368 | $134.5K | 0.02% | +17+4.8% | Added |
| Caldwell Trust Co | 369 | $134.8K | 0.02% | +65+21.4% | Added |
| Kelly Financial Services LLC | 382 | $139.7K | 0.06% | −30−7.3% | Reduced |
| Operose Advisors LLC | 386 | $141.0K | 0.06% | +141+57.6% | Added |
| Princeton Global Asset Management LLC | 400 | $146.2K | 0.04% | +200+100.0% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 400 | $147.0K | 0.07% | 00.0% | Unchanged |
| Glassman Wealth Services | 404 | $147.6K | 0.02% | −2−0.5% | Reduced |
| Avalon Trust Co | 422 | $154.2K | 0.02% | 00.0% | Unchanged |
| General Partner, Inc. | 441 | $160.2K | 0.14% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 447 | $163.3K | 0.16% | 00.0% | Unchanged |
| Systematic Alpha Investments, LLC | 452 | $165.2K | 0.01% | +452 | New |