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 |
|---|---|---|---|---|---|
| Livforsakringsbolaget Skandia, Omsesidigt | 457 | $167.0K | 0.02% | 00.0% | Unchanged |
| Laffer Tengler Investments | 462 | $168.8K | 0.05% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 466 | $169.0K | 0.01% | −13−2.7% | Reduced |
| Bank of New Hampshire | 473 | $172.8K | 0.05% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 477 | $174.3K | 0.06% | 00.0% | Unchanged |
| Hendershot Investments Inc. | 499 | $182.3K | 0.03% | 00.0% | Unchanged |
| Veritas Investment Partners (UK) Ltd. | 500 | $182.8K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 501 | $183.1K | 0.00% | +501 | New |
| Key Financial Inc | 506 | $184.9K | 0.06% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 519 | $189.7K | 0.09% | 00.0% | Unchanged |
| Financial Alternatives, Inc | 548 | $200.2K | 0.19% | 00.0% | Unchanged |
| Interchange Capital Partners, LLC | 549 | $200.6K | 0.16% | +549 | New |
| IVC Wealth Advisors LLC | 549 | $200.6K | 0.13% | 00.0% | Unchanged |
| Bouchey Financial Group Ltd | 551 | $201.3K | 0.02% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 557 | $202.2K | 0.03% | +35+6.7% | Added |
| Salem Investment Counselors Inc | 557 | $203.5K | 0.01% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 559 | $204.3K | 0.00% | +5+0.9% | Added |
| Venture Visionary Partners LLC | 562 | $205.4K | 0.01% | −2−0.4% | Reduced |
| Sigma Investment Counselors Inc | 566 | $206.8K | 0.02% | +53+10.3% | Added |
| D'Orazio & Associates, Inc. | 567 | $207.0K | 0.05% | +567 | New |
| Great Valley Advisor Group, Inc. | 568 | $207.1K | 0.01% | +37+7.0% | Added |
| Diversified Portfolios, Inc. | 567 | $207.2K | 0.04% | +1+0.2% | Added |
| Tandem Investment Advisors, Inc. | 568 | $207.6K | 0.01% | +51+9.9% | Added |
| Howard Capital Management Group, LLC | 569 | $207.9K | 0.02% | 00.0% | Unchanged |
| Forbes J M & Co LLP | 569 | $207.9K | 0.03% | 00.0% | Unchanged |
| Leonteq Securities AG | 569 | $207.9K | 0.02% | +188+49.3% | Added |
| Manchester Capital Management LLC | 569 | $207.9K | 0.03% | +10+1.8% | Added |
| Affinity Capital Advisors, LLC | 573 | $209.4K | 0.06% | −4−0.7% | Reduced |
| Ruggaard & Associates LLC | 575 | $210.1K | 0.13% | −35−5.7% | Reduced |
| StrongBox Wealth, LLC | 575 | $210.1K | 0.13% | +575 | New |
| SFMG, LLC | 575 | $210.3K | 0.02% | −104−15.3% | Reduced |
| Red Door Wealth Management, LLC | 576 | $210.5K | 0.05% | −1,100−65.6% | Reduced |
| AMJ Financial Wealth Management | 576 | $210.5K | 0.10% | 00.0% | Unchanged |
| Convergence Investment Partners, LLC | 584 | $213.0K | 0.13% | −1−0.2% | Reduced |
| Fulton Breakefield Broenniman LLC | 583 | $213.0K | 0.02% | +43+8.0% | Added |
| Fermata Advisors, LLC | 579 | $213.1K | 0.06% | +579 | New |
| Baron Silver Stevens Financial Advisors, LLC | 586 | $214.1K | 0.05% | +49+9.1% | Added |
| Core Alternative Capital | 592 | $216.3K | 0.03% | +74+14.3% | Added |
| ML & R Wealth Management LLC | 594 | $217.1K | 0.06% | +1+0.2% | Added |
| Courage Miller Partners, LLC | 595 | $217.4K | 0.09% | 00.0% | Unchanged |
| Capital Market Strategies LLC | 612 | $218.1K | 0.22% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 597 | $218.2K | 0.00% | −532−47.1% | Reduced |
| Lifeworks Advisors, LLC | 597 | $218.2K | 0.09% | +597 | New |
| VisionPoint Advisory Group, LLC | 598 | $218.5K | 0.09% | −60−9.1% | Reduced |
| Cable Hill Partners, LLC | 603 | $220.3K | 0.03% | +603 | New |
| Ted Buchan & Co | 604 | $220.7K | 0.18% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 604 | $220.7K | 0.01% | +20+3.4% | Added |
| Legacy Wealth Management, LLC | 605 | $221.1K | 0.11% | −80−11.7% | Reduced |
| Nwam LLC | 608 | $222.2K | 0.02% | +37+6.5% | Added |
| Trust Co of Toledo NA | 611 | $223.3K | 0.04% | +611 | New |
| Wealthspire Advisors, LLC | 617 | $225.5K | 0.00% | +617 | New |
| Marietta Investment Partners LLC | 620 | $226.6K | 0.06% | 00.0% | Unchanged |
| VeraBank, N.A. | 626 | $228.7K | 0.09% | 00.0% | Unchanged |
| TFC Financial Management | 631 | $230.6K | 0.06% | +16+2.6% | Added |
| Goldstein Advisors, LLC | 632 | $230.9K | 0.05% | −133−17.4% | Reduced |
| Keebeck Alpha, LP | 632 | $230.9K | 0.23% | +632 | New |
| David R. Rahn & Associates Inc. | 633 | $231.3K | 0.12% | −57−8.3% | Reduced |
| Northstar Asset Management LLC | 633 | $231.3K | 0.07% | 00.0% | Unchanged |
| CVA Family Office, LLC | 635 | $232.0K | 0.05% | −74−10.4% | Reduced |
| Rosenbaum Jay D. | 635 | $232.0K | 0.39% | +78+14.0% | Added |
| Jaffetilchin Investment Partners, LLC | 636 | $232.3K | 0.03% | −8−1.2% | Reduced |
| Alera Investment Advisors, LLC | 639 | $233.3K | 0.04% | −40−5.9% | Reduced |
| D.B. Root & Company, LLC | 639 | $233.5K | 0.09% | −16−2.4% | Reduced |
| Plimoth Trust Co LLC | 640 | $233.9K | 0.07% | 00.0% | Unchanged |
| Rational Advisors LLC | 642 | $234.6K | 0.02% | −131−16.9% | Reduced |
| Veracity Capital LLC | 642 | $234.6K | 0.11% | +26+4.2% | Added |
| Corundum Group, Inc. | 646 | $236.1K | 0.13% | −199−23.6% | Reduced |
| Compass Wealth Management LLC | 653 | $238.6K | 0.07% | 00.0% | Unchanged |
| Pasadena Private Wealth, LLC | 653 | $238.6K | 0.07% | 00.0% | Unchanged |
| Eclectic Associates Inc | 653 | $238.6K | 0.12% | +653 | New |
| Goodman Advisory Group, LLC | 656 | $239.7K | 0.09% | −127−16.2% | Reduced |
| Sculati Wealth Management, LLC | 658 | $240.4K | 0.12% | 00.0% | Unchanged |
| Allred Capital Management, LLC | 660 | $241.2K | 0.12% | −8−1.2% | Reduced |
| Journey Strategic Wealth LLC | 661 | $241.5K | 0.01% | 00.0% | Unchanged |
| Wellspring Financial Advisors, LLC | 666 | $243.2K | 0.07% | +666 | New |
| Shufro Rose & Co LLC | 667 | $243.7K | 0.02% | −11−1.6% | Reduced |
| Telemus Capital, LLC | 668 | $244.1K | 0.02% | −40−5.6% | Reduced |
| Wealth Architects, LLC | 668 | $244.1K | 0.04% | +13+2.0% | Added |
| Compass Ion Advisors, LLC | 668 | $244.1K | 0.04% | +668 | New |
| Parkside Financial Bank & Trust | 674 | $246.3K | 0.06% | −229−25.4% | Reduced |
| Insigneo Advisory Services, LLC | 676 | $247.0K | 0.05% | +676 | New |
| Quent Capital, LLC | 683 | $249.7K | 0.04% | −27−3.8% | Reduced |
| Samalin Investment Counsel, LLC | 683 | $249.7K | 0.14% | −45−6.2% | Reduced |
| City State Bank | 687 | $251.0K | 0.14% | −38−5.2% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 688 | $251.4K | 0.01% | −1,239−64.3% | Reduced |
| Mayflower Financial Advisors, LLC | 691 | $252.6K | 0.04% | −20−2.8% | Reduced |
| Peak Planning Group, LLC | 692 | $252.7K | 0.20% | +2+0.3% | Added |
| Biltmore Family Office, LLC | 692 | $252.9K | 0.06% | +154+28.6% | Added |
| Darwin Advisors, LLC | 695 | $254.0K | 0.07% | +35+5.3% | Added |
| Barnes Pettey Financial Advisors, LLC | 698 | $255.1K | 0.23% | 00.0% | Unchanged |
| Maverick Capital LtdSuperinvestorMaverick Capital | 698 | $255.1K | 0.01% | +698 | New |
| M&R Capital Management Inc | 700 | $255.8K | 0.07% | 00.0% | Unchanged |
| Ifrah Financial Services, Inc. | 701 | $256.0K | 0.08% | −11−1.5% | Reduced |
| Appleton Partners Inc | 702 | $257.0K | 0.02% | −200−22.2% | Reduced |
| Prime Capital Investment Advisors, LLC | 704 | $257.3K | 0.01% | +131+22.9% | Added |
| Gitterman Wealth Management, LLC | 715 | $261.3K | 0.12% | +715 | New |
| Capital Planning Advisors, LLC | 719 | $262.7K | 0.05% | −239−24.9% | Reduced |
| Optas, LLC | 721 | $263.5K | 0.09% | +8+1.1% | Added |
| Osborne Partners Capital Management, LLC | 725 | $264.9K | 0.02% | 00.0% | Unchanged |
| MJP Associates Inc | 727 | $265.6K | 0.08% | −9−1.2% | Reduced |