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 |
|---|---|---|---|---|---|
| Private Portfolio Partners LLC | 993 | $362.9K | 0.09% | 00.0% | Unchanged |
| Empire Financial Management Company, LLC | 999 | $365.0K | 0.16% | +22+2.3% | Added |
| LGT Fund Management Co Ltd. | 1,000 | $366.7K | 0.18% | 00.0% | Unchanged |
| Ayrshire Capital Management LLC | 1,004 | $366.9K | 0.24% | +4+0.4% | Added |
| Headinvest, LLC | 1,002 | $367.5K | 0.08% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 1,010 | $369.1K | 0.04% | +423+72.1% | Added |
| Symphony Financial, Ltd. Co. | 1,013 | $370.0K | 0.09% | −93−8.4% | Reduced |
| Provenance Wealth Advisors, LLC | 1,014 | $370.5K | 0.06% | +1,014 | New |
| Crestmont Private Wealth LLC | 1,017 | $371.6K | 0.23% | −291−22.2% | Reduced |
| West Michigan Advisors, LLC | 1,019 | $372.4K | 0.20% | −12−1.2% | Reduced |
| Rosenblum Silverman Sutton S F Inc | 1,024 | $374.0K | 0.13% | 00.0% | Unchanged |
| Community Bank, N.A. | 1,026 | $374.9K | 0.05% | 00.0% | Unchanged |
| Emerald Advisers, LLC | 1,029 | $376.0K | 0.02% | −16−1.5% | Reduced |
| Chicago Partners Investment Group LLC | 1,076 | $376.7K | 0.02% | +71+7.1% | Added |
| AdvisorShares Investments LLC | 1,038 | $379.3K | 0.10% | +1,038 | New |
| Harbor Investment Advisory, LLC | 1,040 | $380.0K | 0.05% | −448−30.1% | Reduced |
| WR Wealth Planners, LLC | 1,050 | $383.7K | 0.15% | −259−19.8% | Reduced |
| ICW Investment Advisors LLC | 1,057 | $386.2K | 0.21% | +173+19.6% | Added |
| Carnegie Capital Asset Management, LLC | 1,059 | $387.0K | 0.01% | +22+2.1% | Added |
| Gilbert & Cook, Inc. | 1,069 | $390.5K | 0.06% | +1,069 | New |
| Ameritas Advisory Services, LLC | 1,080 | $393.2K | 0.02% | +1,080 | New |
| Shulman DeMeo Asset Management LLC | 1,080 | $394.7K | 0.13% | +1+0.1% | Added |
| Exchange Traded Concepts, LLC | 1,085 | $396.5K | 0.01% | +967+819.5% | Added |
| Advisory Research Inc | 1,096 | $400.5K | 0.06% | +40+3.8% | Added |
| Elgethun Capital Management | 1,083 | $401.4K | 0.12% | 00.0% | Unchanged |
| Camden Capital, LLC | 1,102 | $402.5K | 0.05% | +356+47.7% | Added |
| Sheaff Brock Investment Advisors, LLC | 1,102 | $402.7K | 0.04% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 1,106 | $404.2K | 0.08% | +50+4.7% | Added |
| SeaCrest Wealth Management, LLC | 1,112 | $406.3K | 0.05% | −4−0.4% | Reduced |
| PFG Investments, LLC | 1,114 | $407.2K | 0.08% | −4−0.4% | Reduced |
| One Wealth Advisors, LLC | 1,116 | $407.8K | 0.09% | −9−0.8% | Reduced |
| Unigestion Holding SA | 1,108 | $408.3K | 0.03% | +1,108 | New |
| Headlands Technologies LLC | 1,130 | $412.9K | 0.20% | +1,130 | New |
| IHT Wealth Management, LLC | 1,130 | $413.2K | 0.02% | +150+15.3% | Added |
| Transamerica Financial Advisors, Inc. | 1,133 | $414.0K | 0.06% | −162−12.5% | Reduced |
| Beacon Bridge Wealth Partners, LLC | 1,133 | $414.1K | 0.22% | +43+3.9% | Added |
| 1776 Wealth LLC | 1,134 | $414.4K | 0.22% | 00.0% | Unchanged |
| Smith Shellnut Wilson LLC | 1,137 | $415.5K | 0.25% | 00.0% | Unchanged |
| Callan Capital, LLC | 1,139 | $416.2K | 0.04% | +224+24.5% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 1,148 | $419.5K | 0.05% | −14−1.2% | Reduced |
| Carlson Capital Management | 1,148 | $419.5K | 0.02% | +202+21.4% | Added |
| First Interstate Bank | 1,155 | $422.0K | 0.04% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 1,158 | $423.1K | 0.08% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 1,163 | $425.0K | 0.03% | +279+31.6% | Added |
| KC Investment Advisors, LLC | 1,164 | $425.3K | 0.28% | +44+3.9% | Added |
| Principle Wealth Partners LLC | 1,166 | $426.1K | 0.04% | +7+0.6% | Added |
| Revisor Wealth Management LLC | 1,174 | $429.0K | 0.36% | +317+37.0% | Added |
| Smithfield Trust Co | 1,169 | $429.0K | 0.03% | −65−5.3% | Reduced |
| First Affirmative Financial Network | 1,175 | $429.3K | 0.42% | +51+4.5% | Added |
| Magellan Asset Management Ltd | 1,179 | $430.8K | 0.00% | +19+1.6% | Added |
| Level Four Advisory Services, LLC | 1,181 | $431.6K | 0.03% | −13−1.1% | Reduced |
| Moneta Group Investment Advisors LLC | 1,185 | $433.1K | 0.01% | −158−11.8% | Reduced |
| LWM Advisory Services, LLC | 1,187 | $434.0K | 0.47% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 1,188 | $434.1K | 0.18% | +275+30.1% | Added |
| Farther Finance Advisors, LLC | 1,190 | $434.8K | 0.07% | +582+95.7% | Added |
| Tilia Fiduciary Partners, Inc. | 1,191 | $435.2K | 0.45% | −1−0.1% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 1,191 | $435.4K | 0.02% | −48−3.9% | Reduced |
| Founders Financial Alliance, LLC | 1,198 | $437.8K | 0.19% | −215−15.2% | Reduced |
| Lombard Odier Asset Management (USA) Corp | 1,200 | $438.0K | 0.08% | +595+98.3% | Added |
| Banco BTG Pactual S.A. | 1,200 | $438.5K | 0.18% | +1,200 | New |
| Sunbelt Securities, Inc. | 1,207 | $441.2K | 0.06% | −22−1.8% | Reduced |
| Graypoint LLC | 1,208 | $441.4K | 0.04% | −60−4.7% | Reduced |
| Gyroscope Capital Management Group, LLC | 1,211 | $442.5K | 0.10% | +411+51.4% | Added |
| Invenio Wealth Partners LLC | 1,212 | $442.9K | 0.40% | −138−10.2% | Reduced |
| Simon Quick Advisors, LLC | 1,212 | $442.9K | 0.04% | +614+102.7% | Added |
| Dana Investment Advisors, Inc. | 1,214 | $443.6K | 0.02% | +7+0.6% | Added |
| Joule Financial, LLC | 1,218 | $445.1K | 0.23% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 1,219 | $445.6K | 0.05% | −587−32.5% | Reduced |
| JS Capital Management LLC | 1,225 | $447.6K | 0.06% | +1,225 | New |
| Centerpoint Advisors, LLC | 1,231 | $450.0K | 0.19% | 00.0% | Unchanged |
| Golden State Equity Partners | 1,243 | $454.2K | 0.13% | +218+21.3% | Added |
| Westwood Holdings Group Inc. | 1,246 | $455.0K | 0.00% | +1,246 | New |
| Country Club Bank | 1,238 | $456.2K | 0.04% | 00.0% | Unchanged |
| Applied Capital LLC | 1,271 | $464.4K | 0.46% | 00.0% | Unchanged |
| Leavell Investment Management, Inc. | 1,274 | $466.0K | 0.03% | +5+0.4% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 1,277 | $466.6K | 0.24% | +13+1.0% | Added |
| Wambolt & Associates, LLC | 1,282 | $470.1K | 0.17% | +28+2.2% | Added |
| CWS Financial Advisors, LLC | 1,292 | $472.1K | 0.19% | −62−4.6% | Reduced |
| Royal Capital Wealth Management, LLC | 1,300 | $475.0K | 0.46% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 1,304 | $476.4K | 0.05% | +188+16.8% | Added |
| Boothbay Fund Management, LLC | 1,307 | $477.6K | 0.02% | −8,393−86.5% | Reduced |
| Balboa Wealth Partners | 1,310 | $478.8K | 0.18% | +16+1.2% | Added |
| Allworth Financial LP | 1,332 | $486.8K | 0.00% | +374+39.0% | Added |
| MainStreet Investment Advisors LLC | 1,336 | $488.2K | 0.06% | −6−0.4% | Reduced |
| Mutual Advisors, LLC | 1,336 | $488.3K | 0.02% | −1−0.1% | Reduced |
| Gryphon Financial Partners LLC | 1,340 | $489.8K | 0.12% | +138+11.5% | Added |
| Welch & Forbes LLC | 1,342 | $490.4K | 0.01% | −19−1.4% | Reduced |
| 9258 Wealth Management, LLC | 1,348 | $492.6K | 0.10% | +100+8.0% | Added |
| Hollencrest Capital Management | 1,351 | $493.6K | 0.06% | 00.0% | Unchanged |
| United Community Bank | 1,360 | $497.0K | 0.24% | +863+173.6% | Added |
| Meritage Portfolio Management | 1,363 | $498.0K | 0.04% | −159−10.4% | Reduced |
| Allstate Corp | 1,363 | $498.1K | 0.03% | 00.0% | Unchanged |
| Avestar Capital, LLC | 1,365 | $498.8K | 0.08% | +101+8.0% | Added |
| Richard W. Paul & Associates, LLC | 1,369 | $500.5K | 0.23% | −32−2.3% | Reduced |
| Sound Financial Strategies Group, LLC | 1,370 | $500.6K | 0.41% | −146−9.6% | Reduced |
| Naples Global Advisors, LLC | 1,374 | $502.1K | 0.06% | +72+5.5% | Added |
| Wesbanco Bank Inc | 1,389 | $507.6K | 0.02% | −15−1.1% | Reduced |
| Fidelis Capital Partners, LLC | 1,409 | $514.9K | 0.18% | +220+18.5% | Added |
| Elevated Capital Advisors, LLC | 1,414 | $516.7K | 0.18% | −17−1.2% | Reduced |
| Nicholas Hoffman & Company, LLC. | 1,418 | $518.2K | 0.04% | +26+1.9% | Added |