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 |
|---|---|---|---|---|---|
| Prossimo Advisors, LLC | 1,420 | $519.0K | 1.22% | +125+9.7% | Added |
| ORG Partners LLC | 1,430 | $522.5K | 0.15% | +80+5.9% | Added |
| Arkadios Wealth Advisors | 1,436 | $524.8K | 0.05% | +130+10.0% | Added |
| J. W. Coons Advisors, LLC | 1,443 | $527.3K | 0.15% | −5,120−78.0% | Reduced |
| Mitchell Sinkler & Starr | 1,449 | $529.5K | 0.16% | +490+51.1% | Added |
| Vantage Investment Partners, LLC | 1,456 | $532.0K | 0.07% | +1,456 | New |
| New Hampshire Trust | 1,456 | $532.0K | 0.14% | −9−0.6% | Reduced |
| Independence Bank of Kentucky | 1,462 | $534.2K | 0.23% | +269+22.5% | Added |
| Cantor Fitzgerald, L. P. | 1,464 | $535.0K | 0.01% | +27+1.9% | Added |
| Buttonwood Financial Advisors Inc. | 1,467 | $536.1K | 0.34% | +25+1.7% | Added |
| Vestmark Advisory Solutions, Inc. | 1,481 | $541.3K | 0.04% | −12,350−89.3% | Reduced |
| XTX Topco Ltd | 1,489 | $544.1K | 0.09% | +1,489 | New |
| WSFS Capital Management, LLC | 1,490 | $544.5K | 0.04% | +1,490 | New |
| Nova R Wealth, Inc. | 1,492 | $545.1K | 0.38% | 00.0% | Unchanged |
| Nilsine Partners, LLC | 1,492 | $545.2K | 0.08% | −5−0.3% | Reduced |
| Alpha Cubed Investments, LLC | 1,493 | $545.5K | 0.04% | +24+1.6% | Added |
| Concord Asset Management, LLC | 1,493 | $545.6K | 0.18% | +432+40.7% | Added |
| Spinnaker Trust | 1,497 | $547.0K | 0.04% | 00.0% | Unchanged |
| Stonegate Investment Group, LLC | 1,510 | $551.8K | 0.02% | −59−3.8% | Reduced |
| Relyea Zuckerberg Hanson LLC | 1,513 | $552.9K | 0.13% | −7−0.5% | Reduced |
| NorthRock Partners, LLC | 1,515 | $553.8K | 0.06% | −115−7.1% | Reduced |
| FineMark National Bank & Trust | 1,522 | $556.2K | 0.02% | −18−1.2% | Reduced |
| Michael B. Yongue | 1,531 | $559.4K | 0.55% | −32−2.0% | Reduced |
| Guidance Capital, Inc | 1,575 | $561.4K | 0.25% | +93+6.3% | Added |
| Hoxton Planning & Management, LLC | 1,542 | $563.0K | 0.36% | −71−4.4% | Reduced |
| Wallace Advisory Group, LLC | 1,416 | $567.7K | 0.41% | −54−3.7% | Reduced |
| Covenant Asset Management, LLC | 1,554 | $567.8K | 0.18% | +1,554 | New |
| Moseley Investment Management Inc | 1,570 | $573.6K | 0.34% | 00.0% | Unchanged |
| BBR Partners, LLC | 1,575 | $575.5K | 0.06% | +1,575 | New |
| Capital Asset Advisory Services LLC | 1,551 | $576.8K | 0.04% | +27+1.8% | Added |
| Lincoln National Corp | 1,581 | $577.7K | 0.01% | +240+17.9% | Added |
| Syon Capital LLC | 1,583 | $578.4K | 0.07% | +1,583 | New |
| Heritage Wealth Management, Inc./Texas | 1,585 | $579.2K | 0.53% | +21+1.3% | Added |
| PDS Planning, Inc | 1,586 | $579.5K | 0.07% | +5+0.3% | Added |
| Partners Capital Investment Group, LLP | 1,587 | $579.9K | 0.01% | +473+42.5% | Added |
| CoreFirst Bank & Trust | 1,594 | $582.5K | 0.41% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 1,595 | $582.8K | 0.08% | +120+8.1% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 1,600 | $584.7K | 0.31% | 00.0% | Unchanged |
| Beach Investment Counsel Inc | 1,600 | $585.0K | 0.07% | 00.0% | Unchanged |
| Lavaca Capital LLC | 1,613 | $589.4K | 0.21% | 00.0% | Unchanged |
| Baron Wealth Management LLC | 1,619 | $591.6K | 0.38% | −37−2.2% | Reduced |
| Magnolia Capital Advisors LLC | 1,715 | $591.8K | 0.57% | +3+0.2% | Added |
| Fulton Bank, N.A. | 1,620 | $592.0K | 0.03% | +49+3.1% | Added |
| My Legacy Advisors, LLC | 1,656 | $592.1K | 0.24% | +79+5.0% | Added |
| Ramirez Asset Management, Inc. | 1,629 | $595.3K | 0.13% | +1,629 | New |
| Vicus Capital | 1,634 | $597.0K | 0.06% | +1,029+170.1% | Added |
| Bessemer Securities LLC | 1,635 | $597.0K | 0.83% | −1,622−49.8% | Reduced |
| Kendall Capital Management | 1,635 | $597.0K | 0.26% | −390−19.3% | Reduced |
| Ironwood Investment Counsel, LLC | 1,635 | $597.5K | 0.14% | +1+0.1% | Added |
| Ninepoint Partners LP | 1,637 | $598.2K | 0.06% | 00.0% | Unchanged |
| Amica Retiree Medical Trust | 1,657 | $605.0K | 0.71% | −218−11.6% | Reduced |
| Arcadia Investment Management Corp | 1,680 | $613.9K | 0.13% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 1,683 | $615.0K | 0.36% | −65−3.7% | Reduced |
| Hancock Whitney Corp | 1,687 | $616.4K | 0.03% | −345−17.0% | Reduced |
| TD Private Client Wealth LLC | 1,692 | $618.3K | 0.03% | −119−6.6% | Reduced |
| Axxcess Wealth Management, LLC | 1,696 | $619.7K | 0.02% | +1,696 | New |
| Foster Dykema Cabot & Co Inc | 1,698 | $620.0K | 0.07% | 00.0% | Unchanged |
| Israel Discount Bank of New York | 1,700 | $621.2K | 0.52% | 00.0% | Unchanged |
| Sunflower Bank, N.A. | 1,701 | $621.6K | 0.15% | +12+0.7% | Added |
| Financial Insights, Inc. | 1,786 | $623.9K | 0.22% | +383+27.3% | Added |
| Forte Capital LLC | 1,708 | $624.2K | 0.10% | +369+27.6% | Added |
| Waters Parkerson & Co., LLC | 1,716 | $627.0K | 0.04% | +16+0.9% | Added |
| RMR Wealth Builders | 1,722 | $629.3K | 0.10% | +1,722 | New |
| Sepio Capital, LP | 1,723 | $629.6K | 0.05% | −1,655−49.0% | Reduced |
| Covenant Partners, LLC | 1,735 | $634.0K | 0.23% | 00.0% | Unchanged |
| Aspire Wealth Management Corp | 1,739 | $635.4K | 0.48% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 1,744 | $637.0K | 0.13% | −123−6.6% | Reduced |
| RiverPark Advisors, LLC | 1,745 | $637.6K | 0.57% | +35+2.0% | Added |
| Oak Harbor Wealth Partners, LLC | 1,747 | $638.5K | 0.23% | +93+5.6% | Added |
| Red Spruce Capital, LLC | 1,752 | $640.2K | 0.36% | −24−1.4% | Reduced |
| Davidson Trust Co | 1,759 | $642.8K | 0.48% | −25−1.4% | Reduced |
| Mendel Capital Management LLC | 1,762 | $643.8K | 0.53% | +2+0.1% | Added |
| Virtus ETF Advisers LLC | 1,764 | $644.6K | 0.39% | +1,764 | New |
| Tilt Investment Management Holdings, PBC | 1,766 | $645.3K | 0.46% | 00.0% | Unchanged |
| Circle Wealth Management, LLC | 1,770 | $646.9K | 0.02% | +284+19.1% | Added |
| Ferguson Wellman Capital Management, Inc | 1,776 | $649.0K | 0.02% | −30−1.7% | Reduced |
| Meridian Wealth Partners, LLC | 1,776 | $649.0K | 0.14% | +14+0.8% | Added |
| Griffin Asset Management, Inc. | 1,783 | $651.5K | 0.09% | +8+0.5% | Added |
| Lindbrook Capital, LLC | 1,784 | $651.9K | 0.07% | +73+4.3% | Added |
| Fukoku Mutual Life Insurance Co | 1,790 | $654.1K | 0.06% | 00.0% | Unchanged |
| Summit Global Investments | 1,797 | $657.0K | 0.04% | −167−8.5% | Reduced |
| First National Bank of Hutchinson | 1,802 | $658.5K | 0.50% | +77+4.5% | Added |
| Symmetry Partners, LLC | 1,803 | $659.0K | 0.04% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 1,810 | $661.3K | 0.05% | −104−5.4% | Reduced |
| Radnor Capital Management, LLC | 1,818 | $664.0K | 0.13% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 1,818 | $664.3K | 0.03% | −85−4.5% | Reduced |
| Dynamic Advisor Solutions LLC | 1,820 | $665.1K | 0.03% | +632+53.2% | Added |
| Confluence Wealth Services, Inc. | 1,821 | $665.5K | 0.13% | +985+117.8% | Added |
| Mission Wealth Management, LP | 1,825 | $666.9K | 0.03% | +41+2.3% | Added |
| PAX Financial Group, LLC | 1,835 | $670.5K | 0.15% | −99−5.1% | Reduced |
| Prestige Wealth Management Group LLC | 1,840 | $672.4K | 0.17% | +869+89.5% | Added |
| Bowman & Co S.C. | 1,841 | $674.5K | 0.54% | +173+10.4% | Added |
| Continuum Advisory, LLC | 1,849 | $675.6K | 0.11% | −43−2.3% | Reduced |
| MRP Capital Investments, LLC | 1,849 | $675.6K | 0.75% | 00.0% | Unchanged |
| TrinityPoint Wealth, LLC | 1,855 | $677.9K | 0.14% | +10+0.5% | Added |
| Ronald Blue Trust, Inc. | 1,692 | $678.0K | 0.01% | +680+67.2% | Added |
| Charter Trust Co | 1,873 | $684.4K | 0.05% | −19−1.0% | Reduced |
| Sigma Planning Corp | 1,874 | $685.0K | 0.03% | +144+8.3% | Added |
| Columbus Macro, LLC | 1,879 | $686.6K | 0.29% | −41−2.1% | Reduced |
| Prudent Man Advisors, LLC | 1,879 | $686.6K | 0.27% | +1,879 | New |