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 |
|---|---|---|---|---|---|
| Strategy Asset Managers LLC | 727 | $265.8K | 0.07% | −29−3.8% | Reduced |
| Coury Firm Asset Management LLC | 730 | $266.7K | 0.43% | +730 | New |
| ArrowMark Colorado Holdings LLC | 731 | $267.1K | 0.00% | 00.0% | Unchanged |
| Northwest Bancshares, Inc. | 733 | $267.8K | 0.05% | −11−1.5% | Reduced |
| Deseret Mutual Benefit Administrators | 734 | $268.2K | 0.13% | −71−8.8% | Reduced |
| Carr Financial Group Corp | 701 | $268.4K | 0.11% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 737 | $269.3K | 0.02% | +737 | New |
| Simmons Bank | 738 | $269.7K | 0.02% | −39−5.0% | Reduced |
| Integrated Investment Consultants, LLC | 739 | $270.0K | 0.10% | −51−6.5% | Reduced |
| Equitable Holdings, Inc. | 740 | $270.4K | 0.00% | +89+13.7% | Added |
| Ascent Wealth Partners, LLC | 741 | $270.8K | 0.05% | +87+13.3% | Added |
| Ledyard National Bank | 749 | $273.7K | 0.03% | 00.0% | Unchanged |
| Violich Capital Management, Inc. | 750 | $274.0K | 0.05% | 00.0% | Unchanged |
| Somerset Group LLC | 750 | $274.1K | 0.26% | 00.0% | Unchanged |
| Rock Point Advisors, LLC | 750 | $274.1K | 0.09% | +750 | New |
| Romano Brothers and Company | 750 | $274.2K | 0.04% | −4−0.5% | Reduced |
| Burney Co | 753 | $275.2K | 0.01% | −48−6.0% | Reduced |
| Grove Bank & Trust | 756 | $276.3K | 0.06% | +102+15.6% | Added |
| Everhart Financial Group, Inc. | 759 | $277.3K | 0.12% | −447−37.1% | Reduced |
| Capital Advisors, Ltd. LLC | 761 | $278.0K | 0.04% | +26+3.5% | Added |
| Endowment Wealth Management, Inc. | 763 | $278.9K | 0.25% | −44−5.5% | Reduced |
| Park Place Capital Corp | 764 | $279.2K | 0.08% | −51−6.3% | Reduced |
| Taurus Asset Management, LLC | 766 | $279.9K | 0.03% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 770 | $281.4K | 0.09% | +770 | New |
| J. L. Bainbridge & Co., Inc. | 771 | $281.7K | 0.04% | −128−14.2% | Reduced |
| Anchor Capital Advisors LLC | 772 | $282.1K | 0.01% | −15−1.9% | Reduced |
| JJJ Advisors Inc. | 773 | $282.5K | 0.07% | +121+18.6% | Added |
| Commerzbank Aktiengesellschaft | 774 | $283.0K | 0.01% | +774 | New |
| Azimuth Capital Investment Management LLC | 776 | $283.6K | 0.01% | +11+1.4% | Added |
| Traphagen Investment Advisors LLC | 778 | $284.1K | 0.04% | +1+0.1% | Added |
| Wealthcare Advisory Partners LLC | 783 | $286.1K | 0.01% | −1−0.1% | Reduced |
| Calamos Wealth Management LLC | 786 | $287.2K | 0.02% | +6+0.8% | Added |
| Gainplan LLC | 786 | $287.2K | 0.40% | +97+14.1% | Added |
| Johnson Financial Group, Inc. | 791 | $289.0K | 0.02% | −2−0.3% | Reduced |
| Curi Capital | 796 | $290.9K | 0.04% | −20−2.5% | Reduced |
| Pekin Hardy Strauss, Inc. | 797 | $291.2K | 0.05% | 00.0% | Unchanged |
| Waddell & Associates, LLC | 797 | $291.2K | 0.04% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 801 | $292.7K | 0.07% | −8−1.0% | Reduced |
| Financial Network Wealth Management LLC | 800 | $293.0K | 0.14% | 00.0% | Unchanged |
| Ironwood Investment Management LLC | 804 | $293.8K | 0.18% | −47−5.5% | Reduced |
| Meridian Investment Counsel Inc. | 805 | $294.2K | 0.11% | 00.0% | Unchanged |
| Portside Wealth Group, LLC | 803 | $295.0K | 0.06% | +81+11.2% | Added |
| Empirical Asset Management, LLC | 808 | $295.2K | 0.26% | +808 | New |
| Hoylecohen, LLC | 812 | $296.7K | 0.03% | −117−12.6% | Reduced |
| Eagle Bay Advisors LLC | 813 | $297.1K | 0.14% | +180+28.4% | Added |
| Centiva Capital, LP | 815 | $297.8K | 0.01% | −5,547−87.2% | Reduced |
| Itau Unibanco Holding S.A. | 816 | $298.2K | 0.01% | −6,053−88.1% | Reduced |
| StoneX Group Inc. | 817 | $298.4K | 0.03% | +23+2.9% | Added |
| Integrated Advisors Network LLC | 822 | $300.4K | 0.02% | +68+9.0% | Added |
| AMG National Trust Bank | 825 | $301.5K | 0.01% | −108−11.6% | Reduced |
| Acima Private Wealth, LLC | 826 | $301.8K | 0.13% | 00.0% | Unchanged |
| Philadelphia Trust Co | 826 | $302.0K | 0.03% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 827 | $302.1K | 0.02% | −474−36.4% | Reduced |
| Epic Trust Investment Advisors, LLC | 830 | $303.3K | 0.48% | +1+0.1% | Added |
| Linscomb & Williams, Inc. | 831 | $303.5K | 0.02% | −7−0.8% | Reduced |
| Stokes Family Office, LLC | 832 | $304.0K | 0.04% | −24−2.8% | Reduced |
| Mill Creek Capital Advisors, LLC | 835 | $305.1K | 0.01% | −223−21.1% | Reduced |
| Prosperity Financial Group, Inc. | 837 | $305.8K | 0.25% | +54+6.9% | Added |
| Reuter James Wealth Management, LLC | 845 | $308.8K | 0.23% | +84+11.0% | Added |
| Sage Mountain Advisors LLC | 847 | $309.5K | 0.04% | +44+5.5% | Added |
| Wrapmanager Inc | 852 | $311.3K | 0.10% | −47−5.2% | Reduced |
| Bridgefront Capital, LLC | 852 | $311.3K | 0.22% | +852 | New |
| Riverwater Partners LLC | 857 | $313.2K | 0.28% | +11+1.3% | Added |
| StrategIQ Financial Group, LLC | 858 | $313.4K | 0.04% | +14+1.7% | Added |
| Triad Investment Management | 862 | $315.0K | 0.46% | 00.0% | Unchanged |
| Matthew Goff Investment Advisor, LLC | 868 | $317.2K | 0.08% | 00.0% | Unchanged |
| Patten & Patten Inc | 874 | $319.4K | 0.03% | 00.0% | Unchanged |
| Houlihan Financial Resource Group, Ltd. | 879 | $321.0K | 0.17% | −305−25.8% | Reduced |
| Everett Harris & Co | 880 | $321.6K | 0.01% | 00.0% | Unchanged |
| Bank of Stockton | 925 | $322.1K | 0.12% | −15−1.6% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 891 | $325.6K | 0.02% | 00.0% | Unchanged |
| Lakeview Capital Partners, LLC | 897 | $327.6K | 0.06% | +61+7.3% | Added |
| Abbrea Capital, LLC | 897 | $328.0K | 0.05% | +32+3.7% | Added |
| Alta Advisers Ltd | 900 | $328.9K | 0.19% | 00.0% | Unchanged |
| Plotkin Financial Advisors, LLC | 900 | $328.9K | 0.29% | 00.0% | Unchanged |
| MSH Capital Advisors LLC | 901 | $329.2K | 0.13% | −13−1.4% | Reduced |
| Kathmere Capital Management, LLC | 906 | $331.1K | 0.05% | −27−2.9% | Reduced |
| Modera Wealth Management, LLC | 910 | $332.6K | 0.01% | −57−5.9% | Reduced |
| Jackson Square Capital, LLC | 916 | $334.7K | 0.13% | 00.0% | Unchanged |
| Keel Point, LLC | 918 | $335.6K | 0.05% | −16−1.7% | Reduced |
| Alpha Family Trust | 920 | $336.2K | 0.26% | 00.0% | Unchanged |
| Consolidated Portfolio Review Corp | 920 | $336.3K | 0.08% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 924 | $337.7K | 0.03% | −34−3.5% | Reduced |
| Nomura Holdings Inc | 925 | $338.0K | 0.00% | −2,478−72.8% | Reduced |
| L2 Asset Management, LLC | 573 | $338.7K | 0.16% | −260−31.2% | Reduced |
| CNB Bank | 935 | $341.7K | 0.20% | +37+4.1% | Added |
| Cornerstone Wealth Management, LLC | 938 | $342.9K | 0.03% | +39+4.3% | Added |
| Hartford Funds Management Co LLC | 940 | $343.5K | 0.04% | +116+14.1% | Added |
| Warren Averett Asset Management, LLC | 948 | $346.4K | 0.02% | +130+15.9% | Added |
| Catalyst Financial Partners LLC | 949 | $346.8K | 0.11% | +99+11.6% | Added |
| Fiduciary Group LLC | 950 | $347.1K | 0.04% | 00.0% | Unchanged |
| Soltis Investment Advisors LLC | 952 | $347.7K | 0.04% | +952 | New |
| Drive Wealth Management, LLC | 952 | $348.0K | 0.13% | +96+11.2% | Added |
| Cornerstone Wealth Advisors, Inc. | 955 | $349.0K | 0.12% | 00.0% | Unchanged |
| Regent Peak Wealth Advisors LLC | 955 | $349.0K | 0.11% | +26+2.8% | Added |
| West Family Investments, Inc. | 959 | $350.4K | 0.12% | 00.0% | Unchanged |
| Kenfarb & Co. | 964 | $352.2K | 0.32% | −30−3.0% | Reduced |
| Proficio Capital Partners LLC | 978 | $357.4K | 0.05% | +47+5.0% | Added |
| Morningstar Investment Services LLC | 977 | $360.0K | 0.00% | +71+7.8% | Added |
| WMS Partners, LLC | 989 | $361.4K | 0.03% | −339−25.5% | Reduced |