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 |
|---|---|---|---|---|---|
| Sentry Investment Management LLC | 1,890 | $691.0K | 0.33% | −1,787−48.6% | Reduced |
| Strengthening Families & Communities, LLC | 1,890 | $691.0K | 0.30% | +138+7.9% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,893 | $691.7K | 0.03% | −46−2.4% | Reduced |
| Virtue Capital Management, LLC | 1,731 | $691.9K | 0.12% | 00.0% | Unchanged |
| BlueCrest Capital Management Ltd | 1,894 | $692.1K | 0.11% | +1,894 | New |
| CX Institutional | 1,895 | $692.5K | 0.04% | −13−0.7% | Reduced |
| Townsend Asset Management Corp | 1,895 | $692.6K | 0.35% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 1,899 | $693.8K | 0.05% | +1+0.1% | Added |
| Qsemble Capital Management, LP | 1,900 | $694.3K | 0.13% | +1,900 | New |
| NorthCrest Asset Manangement, LLC | 1,914 | $699.4K | 0.03% | +112+6.2% | Added |
| Concord Wealth Partners | 1,920 | $701.7K | 0.15% | +495+34.7% | Added |
| McDonald Partners LLC | 1,931 | $705.5K | 0.23% | +31+1.6% | Added |
| Guardian Wealth Advisors, LLC | 1,931 | $705.7K | 0.54% | −23−1.2% | Reduced |
| EPG Wealth Management LLC | 1,935 | $706.9K | 0.21% | +194+11.1% | Added |
| Ambassador Advisors, LLC | 1,795 | $708.7K | 0.17% | +293+19.5% | Added |
| Monterey Private Wealth, Inc. | 1,943 | $709.9K | 0.36% | +4+0.2% | Added |
| Conning Inc. | 1,950 | $712.5K | 0.03% | +25+1.3% | Added |
| Marcum Wealth, LLC | 1,954 | $714.0K | 0.09% | +904+86.1% | Added |
| United Asset Strategies, Inc. | 1,954 | $714.1K | 0.09% | +16+0.8% | Added |
| Claro Advisors LLC | 1,961 | $716.6K | 0.18% | +101+5.4% | Added |
| Dynamic Technology Lab Private Ltd | 1,963 | $717.0K | 0.07% | +1,963 | New |
| Rehmann Capital Advisory Group | 1,964 | $717.7K | 0.07% | −83−4.1% | Reduced |
| Douglas Lane & Associates, LLC | 1,973 | $721.0K | 0.01% | +261+15.2% | Added |
| Legacy Capital Wealth Partners, LLC | 1,982 | $724.4K | 0.20% | +1,982 | New |
| Center for Financial Planning, Inc. | 1,998 | $730.1K | 0.16% | −5−0.2% | Reduced |
| NewEdge Wealth, LLC | 2,017 | $737.1K | 0.02% | −3,189−61.3% | Reduced |
| D. E. Shaw & Co., Inc. | 2,026 | $740.3K | 0.00% | +1,307+181.8% | Added |
| Lazard Freres Gestion S.A.S. | 2,285 | $744.0K | 0.02% | +695+43.7% | Added |
| Aptus Capital Advisors, LLC | 2,047 | $748.0K | 0.02% | +1,022+99.7% | Added |
| Trillium Asset Management, LLC | 2,056 | $751.0K | 0.02% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 2,057 | $751.7K | 0.03% | −9,998−82.9% | Reduced |
| City Holding Co | 2,059 | $752.4K | 0.13% | +110+5.6% | Added |
| Jacobsen Capital Management | 2,072 | $757.1K | 0.41% | +136+7.0% | Added |
| Arthur M. Cohen & Associates, LLC | 2,093 | $764.8K | 0.20% | −100−4.6% | Reduced |
| Great Diamond Partners, LLC | 2,102 | $768.1K | 0.21% | −8−0.4% | Reduced |
| Cary Street Partner Investment Advisory LLC | 2,110 | $771.0K | 0.04% | +69+3.4% | Added |
| Foundations Investment Advisors, LLC | 2,123 | $775.9K | 0.02% | +42+2.0% | Added |
| Pinnacle Associates Ltd | 2,130 | $778.5K | 0.01% | +539+33.9% | Added |
| Summit Trail Advisors, LLC | 2,134 | $779.8K | 0.03% | −318−13.0% | Reduced |
| Jump Financial, LLC | 2,138 | $781.2K | 0.03% | +1,538+256.3% | Added |
| Sonnipe Ltd | 2,138 | $781.2K | 0.11% | −846−28.4% | Reduced |
| Prospera Financial Services Inc | 2,154 | $787.5K | 0.03% | −68−3.1% | Reduced |
| Formidable Asset Management, LLC | 2,163 | $790.4K | 0.18% | +175+8.8% | Added |
| Grant/GrossMendelsohn, LLC | 2,190 | $800.2K | 0.35% | 00.0% | Unchanged |
| Thoroughbred Financial Services, LLC | 2,200 | $803.0K | 0.08% | +2,200 | New |
| Schmidt P J Investment Management Inc | 2,276 | $813.6K | 0.17% | +4+0.2% | Added |
| Colonial Trust Co | 2,228 | $814.2K | 0.20% | +48+2.2% | Added |
| Shepherd Financial Partners LLC | 2,248 | $821.4K | 0.13% | +53+2.4% | Added |
| GSG Advisors LLC | 2,251 | $822.5K | 0.40% | +2,251 | New |
| Heritage Trust Co | 2,264 | $827.3K | 0.13% | −454−16.7% | Reduced |
| Western Wealth Management, LLC | 2,275 | $831.2K | 0.07% | +1,586+230.2% | Added |
| Eventide Asset Management, LLC | 2,275 | $831.3K | 0.01% | +2,275 | New |
| MEMBERS Trust Co | 2,259 | $832.5K | 0.02% | 00.0% | Unchanged |
| Rossmore Private Capital | 2,280 | $833.1K | 0.13% | 00.0% | Unchanged |
| Oversea-Chinese Banking CORP Ltd | 2,286 | $835.3K | 0.04% | +1,517+197.3% | Added |
| Legato Capital Management LLC | 2,290 | $836.8K | 0.12% | +27+1.2% | Added |
| Foster Group, Inc. | 2,292 | $837.6K | 0.05% | −64−2.7% | Reduced |
| Wade G W & Inc | 2,293 | $838.0K | 0.03% | +44+2.0% | Added |
| Howe & Rusling Inc | 2,297 | $839.3K | 0.10% | +24+1.1% | Added |
| Tranquility Partners, LLC | 2,303 | $841.5K | 0.36% | +174+8.2% | Added |
| First National Corp | 2,310 | $844.1K | 0.23% | 00.0% | Unchanged |
| ERn Financial, LLC | 2,318 | $847.1K | 0.18% | +219+10.4% | Added |
| Channing Global Advisors, LLC | 2,339 | $854.7K | 0.83% | −1,921−45.1% | Reduced |
| Palumbo Wealth Management LLC | 2,356 | $860.9K | 0.47% | +6+0.3% | Added |
| Westmount Partners, LLC | 2,362 | $863.1K | 0.38% | 00.0% | Unchanged |
| Chicago Trust Co NA | 2,362 | $863.1K | 0.22% | +125+5.6% | Added |
| Accretive Wealth Partners, LLC | 2,366 | $864.5K | 0.52% | +26+1.1% | Added |
| Forum Financial Management, LP | 2,372 | $866.8K | 0.02% | +10+0.4% | Added |
| Colony Group LLC | 2,396 | $876.0K | 0.01% | +220+10.1% | Added |
| UniSuper Management Pty Ltd | 2,400 | $877.0K | 0.01% | 00.0% | Unchanged |
| BluePath Capital Management, LLC | 2,428 | $887.2K | 0.82% | +2,428 | New |
| Strategic Wealth Partners, Ltd. | 2,435 | $890.0K | 0.12% | +561+29.9% | Added |
| Capital Analysts, LLC | 2,456 | $897.0K | 0.05% | +42+1.7% | Added |
| Hohimer Wealth Management, LLC | 2,457 | $897.8K | 0.26% | +27+1.1% | Added |
| SageView Advisory Group, LLC | 2,467 | $901.5K | 0.05% | +98+4.1% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 2,471 | $902.9K | 0.03% | +281+12.8% | Added |
| Steel Peak Wealth Management LLC | 2,500 | $913.5K | 0.06% | +2,500 | New |
| Outlook Wealth Advisors, LLC | 2,505 | $915.2K | 0.35% | 00.0% | Unchanged |
| Woodstock Corp | 2,513 | $918.3K | 0.12% | 00.0% | Unchanged |
| Beaumont Financial Advisors, LLC | 2,523 | $922.1K | 0.09% | −129−4.9% | Reduced |
| Highview Capital Management LLC | 2,542 | $928.9K | 0.53% | −20−0.8% | Reduced |
| We Are One Seven, LLC | 2,544 | $929.6K | 0.07% | +506+24.8% | Added |
| Thrive Wealth Management, LLC | 2,561 | $935.7K | 0.25% | +356+16.1% | Added |
| Flputnam Investment Management Co | 2,566 | $937.7K | 0.03% | +10+0.4% | Added |
| Jacobi Capital Management LLC | 2,591 | $946.9K | 0.11% | +157+6.5% | Added |
| Madison Asset Management, LLC | 2,594 | $947.9K | 0.01% | −14−0.5% | Reduced |
| Regal Investment Advisors LLC | 2,627 | $960.0K | 0.08% | +947+56.4% | Added |
| Marshall Financial Group LLC | 2,637 | $963.6K | 0.35% | +26+1.0% | Added |
| Nebula Research & Development LLC | 2,642 | $965.4K | 0.51% | +2,642 | New |
| Lincoln Capital LLC | 2,651 | $968.7K | 0.25% | 00.0% | Unchanged |
| NBC Securities, Inc. | 2,656 | $970.0K | 0.11% | +2,656 | New |
| Pflug Koory, LLC | 2,668 | $974.9K | 0.56% | 00.0% | Unchanged |
| Ropes Wealth Advisors LLC | 2,679 | $978.9K | 0.19% | −23−0.9% | Reduced |
| Kanawha Capital Management LLC | 2,740 | $1.00M | 0.10% | −10.0% | Reduced |
| Aaron Wealth Advisors | 2,745 | $1.00M | 0.13% | −3−0.1% | Reduced |
| Ingalls & Snyder LLC | 2,755 | $1.01M | 0.05% | +650+30.9% | Added |
| Intech Investment Management LLC | 2,777 | $1.01M | 0.01% | −4,813−63.4% | Reduced |
| Geller Advisors LLC | 2,781 | $1.02M | 0.12% | −85−3.0% | Reduced |
| Perigon Wealth Management, LLC | 2,794 | $1.02M | 0.04% | −139−4.7% | Reduced |
| Cyndeo Wealth Partners, LLC | 2,796 | $1.02M | 0.11% | +56+2.0% | Added |