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 |
|---|---|---|---|---|---|
| Daymark Wealth Partners, LLC | 2,798 | $1.02M | 0.07% | −401−12.5% | Reduced |
| Conestoga Capital Advisors, LLC | 2,802 | $1.02M | 0.02% | −10−0.4% | Reduced |
| Catalyst Capital Advisors LLC | 2,809 | $1.03M | 0.03% | −370−11.6% | Reduced |
| Verition Fund Management LLC | 2,816 | $1.03M | 0.01% | +865+44.3% | Added |
| Lee Financial Co | 2,857 | $1.04M | 0.19% | −199−6.5% | Reduced |
| AdvisorNet Financial, Inc | 2,875 | $1.05M | 0.10% | +76+2.7% | Added |
| GM Advisory Group, Inc. | 2,909 | $1.06M | 0.09% | −5−0.2% | Reduced |
| Wedmont Private Capital | 2,901 | $1.06M | 0.11% | +496+20.6% | Added |
| Peloton Wealth Strategists | 2,917 | $1.07M | 0.49% | +860+41.8% | Added |
| Quintet Private Bank (Europe) S.A. | 2,918 | $1.07M | 0.07% | −675−18.8% | Reduced |
| Evergreen Capital Management LLC | 2,940 | $1.07M | 0.05% | +30+1.0% | Added |
| Exchange Capital Management, Inc. | 2,945 | $1.08M | 0.20% | 00.0% | Unchanged |
| Platform Technology Partners | 2,971 | $1.09M | 0.51% | +170+6.1% | Added |
| Pinnacle Wealth Planning Services, Inc. | 2,980 | $1.09M | 0.18% | −41−1.4% | Reduced |
| Relative Value Partners Group, LLC | 2,988 | $1.09M | 0.07% | +177+6.3% | Added |
| Mezzasalma Advisors, LLC | 2,995 | $1.09M | 0.67% | 00.0% | Unchanged |
| Frisch Financial Group, Inc. | 3,000 | $1.10M | 0.44% | −1,000−25.0% | Reduced |
| WoodTrust Financial Corp | 3,003 | $1.10M | 0.21% | +95+3.3% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 3,025 | $1.11M | 0.11% | +3,025 | New |
| Balentine LLC | 3,068 | $1.12M | 0.04% | −91−2.9% | Reduced |
| Transatlantique Private Wealth LLC | 3,100 | $1.12M | 0.60% | −26−0.8% | Reduced |
| Keebeck Wealth Management, LLC | 3,073 | $1.12M | 0.20% | +73+2.4% | Added |
| Fortis Capital Management LLC | 3,075 | $1.12M | 0.35% | +332+12.1% | Added |
| Machina Capital S.A.S. | 3,103 | $1.13M | 0.64% | +2,095+207.8% | Added |
| Abundance Wealth Counselors | 3,112 | $1.14M | 0.32% | −232−6.9% | Reduced |
| Canandaigua National Bank & Trust Co | 3,113 | $1.14M | 0.18% | −10−0.3% | Reduced |
| Csenge Advisory Group | 3,132 | $1.14M | 0.08% | +67+2.2% | Added |
| Brighton Jones LLC | 3,137 | $1.15M | 0.06% | +33+1.1% | Added |
| MAI Capital Management | 3,139 | $1.15M | 0.02% | +90+3.0% | Added |
| Savant Capital, LLC | 3,139 | $1.15M | 0.02% | +25+0.8% | Added |
| Dohj, LLC | 3,145 | $1.15M | 0.51% | +80+2.6% | Added |
| Dorsey & Whitney Trust CO LLC | 3,170 | $1.16M | 0.10% | +161+5.4% | Added |
| Trust Co of Oklahoma | 3,174 | $1.16M | 0.46% | +389+14.0% | Added |
| Ellevest, Inc. | 3,182 | $1.16M | 0.09% | +2+0.1% | Added |
| Bryn Mawr Trust Co | 3,183 | $1.16M | 0.05% | +30+1.0% | Added |
| Guardian Capital LP | 3,230 | $1.18M | 0.04% | −2,650−45.1% | Reduced |
| Summit Financial, LLC | 3,233 | $1.18M | 0.09% | −103−3.1% | Reduced |
| Resonant Capital Advisors, LLC | 3,238 | $1.18M | 0.13% | +381+13.3% | Added |
| KB Financial Partners, LLC | 3,247 | $1.19M | 0.34% | +42+1.3% | Added |
| Checchi Capital Advisers, LLC | 3,266 | $1.19M | 0.11% | −118−3.5% | Reduced |
| River Wealth Advisors LLC | 3,292 | $1.20M | 0.22% | −108−3.2% | Reduced |
| Wintrust Investments LLC | 3,322 | $1.21M | 0.13% | +805+32.0% | Added |
| Benjamin F. Edwards & Company, Inc. | 3,329 | $1.22M | 0.05% | +9+0.3% | Added |
| First Bank & Trust | 3,329 | $1.22M | 0.32% | −67−2.0% | Reduced |
| Flagship Harbor Advisors, LLC | 3,334 | $1.22M | 0.10% | +49+1.5% | Added |
| Clarius Group, LLC | 3,340 | $1.22M | 0.12% | −972−22.5% | Reduced |
| Venturi Wealth Management, LLC | 3,347 | $1.22M | 0.10% | −108−3.1% | Reduced |
| Proequities, Inc. | 3,383 | $1.24M | 0.10% | +331+10.8% | Added |
| V-Square Quantitative Management LLC | 3,393 | $1.24M | 0.55% | +674+24.8% | Added |
| Fort Point Capital Partners LLC | 3,407 | $1.24M | 0.20% | +3+0.1% | Added |
| BancorpSouth Bank | 3,420 | $1.25M | 0.11% | −45−1.3% | Reduced |
| Fosun International Ltd | 3,430 | $1.25M | 0.20% | +120+3.6% | Added |
| Reynders McVeigh Capital Management, LLC | 3,451 | $1.26M | 0.09% | +5+0.1% | Added |
| Cigna Investments Inc | 3,477 | $1.27M | 0.29% | −478−12.1% | Reduced |
| Schechter Investment Advisors, LLC | 3,478 | $1.27M | 0.12% | +29+0.8% | Added |
| Penserra Capital Management LLC | 3,503 | $1.28M | 0.03% | −224−6.0% | Reduced |
| Davis R M Inc | 3,519 | $1.29M | 0.03% | −50−1.4% | Reduced |
| Moody National Bank Trust Division | 3,536 | $1.29M | 0.08% | −117−3.2% | Reduced |
| Two Sigma Securities, LLC | 3,536 | $1.29M | 0.06% | +3,536 | New |
| Tealwood Asset Management Inc | 3,557 | $1.30M | 0.67% | +74+2.1% | Added |
| Echo Street Capital Management LLC | 3,560 | $1.30M | 0.01% | −337,247−99.0% | Reduced |
| Boston Trust Walden Corp | 3,560 | $1.30M | 0.01% | +195+5.8% | Added |
| W.H. Cornerstone Investments Inc. | 3,580 | $1.31M | 1.15% | −74−2.0% | Reduced |
| Baldwin Brothers Inc | 3,580 | $1.31M | 0.11% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 3,585 | $1.31M | 0.11% | −3,981−52.6% | Reduced |
| Voya Financial Advisors, Inc. | 3,555 | $1.31M | 0.16% | −121−3.3% | Reduced |
| GTS Securities LLC | 3,587 | $1.31M | 0.03% | +3,587 | New |
| Roundview Capital LLC | 3,588 | $1.31M | 0.13% | −32−0.9% | Reduced |
| Benjamin Edwards Inc | 3,606 | $1.32M | 0.31% | −93−2.5% | Reduced |
| Quadrant Capital Group LLC | 3,613 | $1.32M | 0.13% | +148+4.3% | Added |
| Wealthsource Partners, LLC | 3,647 | $1.33M | 0.09% | +62+1.7% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 3,661 | $1.34M | 0.70% | +378+11.5% | Added |
| Beverly Hills Private Wealth, LLC | 3,665 | $1.34M | 0.40% | −3,653−49.9% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,579 | $1.35M | 0.02% | −558−13.5% | Reduced |
| Profund Advisors LLC | 3,693 | $1.35M | 0.07% | −130−3.4% | Reduced |
| HBK Sorce Advisory LLC | 3,694 | $1.35M | 0.06% | 00.0% | Unchanged |
| Strategic Wealth Partners Group LLC | 3,703 | $1.35M | 0.20% | +266+7.7% | Added |
| Oppenheimer & Co Inc | 3,707 | $1.35M | 0.03% | +460+14.2% | Added |
| Advanced Portfolio Management, LLC | 3,733 | $1.36M | 1.19% | +1,445+63.2% | Added |
| SkyView Investment Advisors, LLC | 3,764 | $1.38M | 0.56% | −325−7.9% | Reduced |
| Atlas Private Wealth Management | 3,769 | $1.38M | 0.74% | +162+4.5% | Added |
| Ashford Capital Management Inc | 3,771 | $1.38M | 0.20% | −420−10.0% | Reduced |
| Meeder Advisory Services, Inc. | 3,798 | $1.39M | 0.17% | −497−11.6% | Reduced |
| Wealth Alliance | 3,799 | $1.39M | 0.22% | −182−4.6% | Reduced |
| Hamilton Point Investment Advisors, LLC | 3,800 | $1.39M | 0.34% | 00.0% | Unchanged |
| Nichols & Pratt Advisers LLP | 3,800 | $1.39M | 0.11% | +100+2.7% | Added |
| GYL Financial Synergies, LLC | 3,810 | $1.39M | 0.14% | +2+0.1% | Added |
| Evercore Wealth Management, LLC | 3,812 | $1.39M | 0.03% | −50−1.3% | Reduced |
| Qtron Investments LLC | 3,824 | $1.40M | 0.27% | +271+7.6% | Added |
| Trust Asset Management LLC | 3,825 | $1.40M | 0.15% | 00.0% | Unchanged |
| NEOS Investment Management LLC | 3,842 | $1.40M | 0.18% | +3,842 | New |
| Parallel Advisors, LLC | 3,870 | $1.41M | 0.05% | +42+1.1% | Added |
| Redwood Investments, LLC | 3,878 | $1.42M | 0.19% | −6−0.2% | Reduced |
| Transform Wealth, LLC | 3,902 | $1.43M | 0.15% | −5,700−59.4% | Reduced |
| Davy Global Fund Management Ltd | 3,918 | $1.43M | 0.29% | −88−2.2% | Reduced |
| Buckingham Strategic Wealth, LLC | 3,924 | $1.43M | 0.02% | +100+2.6% | Added |
| Ballentine Partners, LLC | 3,939 | $1.44M | 0.03% | +137+3.6% | Added |
| Decatur Capital Management, Inc. | 3,947 | $1.44M | 1.04% | 00.0% | Unchanged |
| Bell Bank | 3,948 | $1.44M | 0.16% | −168−4.1% | Reduced |
| Guyasuta Investment Advisors Inc | 3,973 | $1.45M | 0.11% | −16−0.4% | Reduced |