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 Trust Co NA | 4,000 | $1.46M | 0.19% | +115+3.0% | Added |
| Excalibur Management Corp | 4,003 | $1.46M | 0.76% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 4,012 | $1.47M | 0.03% | −722−15.3% | Reduced |
| Edgestream Partners, L.P. | 4,022 | $1.47M | 0.12% | +3,172+373.2% | Added |
| Solidarilty Wealth, LLC | 4,026 | $1.47M | 0.53% | +4,026 | New |
| Belpointe Asset Management LLC | 4,035 | $1.47M | 0.15% | −192−4.5% | Reduced |
| Souders Financial Advisors | 4,073 | $1.49M | 0.29% | −1,143−21.9% | Reduced |
| Parsons Capital Management Inc | 4,093 | $1.50M | 0.12% | −94−2.2% | Reduced |
| Avitas Wealth Management LLC | 4,094 | $1.50M | 0.28% | −83−2.0% | Reduced |
| Cutler Investment Counsel LLC | 4,109 | $1.50M | 0.24% | +19+0.5% | Added |
| Lowell Blake & Associates Inc. | 4,112 | $1.50M | 0.42% | +1,825+79.8% | Added |
| IMS Capital Management | 4,131 | $1.51M | 0.90% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 4,180 | $1.53M | 0.02% | +970+30.2% | Added |
| Argent Trust Co | 4,180 | $1.53M | 0.08% | +30+0.7% | Added |
| Mount Yale Investment Advisors, LLC | 4,196 | $1.53M | 0.17% | −42−1.0% | Reduced |
| Gotham Asset Management, LLC | 4,216 | $1.54M | 0.03% | +436+11.5% | Added |
| Polaris Wealth Advisory Group, LLC | 4,233 | $1.55M | 0.12% | +4,233 | New |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 4,242 | $1.55M | 0.69% | +276+7.0% | Added |
| Blue Fin Capital, Inc. | 4,259 | $1.56M | 0.45% | +180+4.4% | Added |
| Capital Group Investment Management Pte. Ltd. | 4,265 | $1.56M | 0.10% | 00.0% | Unchanged |
| Wedbush Securities Inc | 4,324 | $1.58M | 0.08% | +192+4.6% | Added |
| Congress Asset Management Co | 4,328 | $1.58M | 0.01% | −10−0.2% | Reduced |
| Okabena Investment Services Inc | 4,328 | $1.58M | 1.23% | −452−9.5% | Reduced |
| SG Americas Securities, LLC | 4,344 | $1.59M | 0.02% | −9,545−68.7% | Reduced |
| Legacy Wealth Asset Management, LLC | 4,406 | $1.61M | 0.59% | −39−0.9% | Reduced |
| WealthPlan Investment Management, LLC | 4,421 | $1.62M | 0.29% | +2,282+106.7% | Added |
| Old National Bancorp | 4,474 | $1.63M | 0.05% | −825−15.6% | Reduced |
| IFP Advisors, Inc | 4,476 | $1.64M | 0.07% | −50−1.1% | Reduced |
| Westpac Banking Corp | 4,482 | $1.64M | 0.12% | +1,015+29.3% | Added |
| Chemistry Wealth Management LLC | 4,489 | $1.64M | 0.54% | −530−10.6% | Reduced |
| Valeo Financial Advisors, LLC | 4,491 | $1.64M | 0.07% | +579+14.8% | Added |
| Whitener Capital Management, Inc. | 4,500 | $1.64M | 0.66% | 00.0% | Unchanged |
| AIA Group Ltd | 4,541 | $1.66M | 0.08% | +982+27.6% | Added |
| Great Lakes Retirement, Inc. | 4,565 | $1.67M | 0.30% | +89+2.0% | Added |
| Anchor Investment Management, LLC | 4,572 | $1.67M | 0.22% | −440−8.8% | Reduced |
| Boston Private Wealth LLC | 4,590 | $1.68M | 0.04% | −557−10.8% | Reduced |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 4,595 | $1.68M | 0.00% | −635−12.1% | Reduced |
| Rodgers Brothers Inc. | 4,595 | $1.68M | 0.29% | +2,750+149.1% | Added |
| Main Street Financial Solutions, LLC | 4,602 | $1.68M | 0.24% | +1,635+55.1% | Added |
| National Asset Management, Inc. | 4,623 | $1.69M | 0.05% | +189+4.3% | Added |
| Chatham Capital Group, Inc. | 4,640 | $1.70M | 0.38% | −20−0.4% | Reduced |
| Fund Management at Engine No. 1 LLC | 4,653 | $1.70M | 0.27% | +383+9.0% | Added |
| Oak Thistle LLC | 4,659 | $1.70M | 0.50% | +4,659 | New |
| Geneva Capital Management LLC | 4,710 | $1.72M | 0.04% | −129−2.7% | Reduced |
| Resources Investment Advisors, LLC. | 4,720 | $1.72M | 0.04% | −26−0.5% | Reduced |
| Beacon Investment Advisory Services, Inc. | 4,733 | $1.73M | 0.09% | +3+0.1% | Added |
| Chilton Investment Co LLC | 4,736 | $1.73M | 0.06% | +929+24.4% | Added |
| Consolidated Planning Corp | 4,741 | $1.73M | 0.38% | +127+2.8% | Added |
| Absoluto Partners Gestao de Recursos Ltda | 4,772 | $1.74M | 0.79% | +547+12.9% | Added |
| Van Hulzen Asset Management, LLC | 4,818 | $1.76M | 0.14% | +3,992+483.3% | Added |
| AXS Investments LLC | 4,828 | $1.76M | 0.46% | −1,522−24.0% | Reduced |
| Skylands Capital, LLC | 4,875 | $1.78M | 0.27% | 00.0% | Unchanged |
| Lederer & Associates Investment Counsel | 4,888 | $1.79M | 1.42% | −34−0.7% | Reduced |
| Robertson Stephens Wealth Management, LLC | 4,890 | $1.79M | 0.12% | −35−0.7% | Reduced |
| American Money Management, LLC | 4,916 | $1.80M | 0.46% | +227+4.8% | Added |
| Coldstream Capital Management Inc | 4,929 | $1.80M | 0.06% | +808+19.6% | Added |
| Enterprise Bank & Trust Co | 4,943 | $1.81M | 0.74% | −215−4.2% | Reduced |
| Viking Fund Management LLC | 5,000 | $1.83M | 0.37% | 00.0% | Unchanged |
| Garda Capital Partners LP | 5,004 | $1.83M | 1.16% | +5,004 | New |
| Argus Investors' Counsel, Inc. | 5,007 | $1.83M | 1.32% | +94+1.9% | Added |
| MMBG Investment Advisors Co. | 5,010 | $1.83M | 0.23% | 00.0% | Unchanged |
| DoubleLine ETF Adviser LP | 5,012 | $1.83M | 0.66% | +248+5.2% | Added |
| Harrell Investment Partners, LLC | 5,005 | $1.84M | 0.63% | +158+3.3% | Added |
| American State Bank (Iowa) | 5,075 | $1.85M | 1.33% | +45+0.9% | Added |
| Cypress Asset Management Inc | 5,131 | $1.87M | 0.62% | +40+0.8% | Added |
| NBT Bank N A | 5,128 | $1.87M | 0.18% | +3,103+153.2% | Added |
| WD Rutherford LLC | 5,135 | $1.88M | 1.29% | −50−1.0% | Reduced |
| Integrated Wealth Concepts LLC | 5,159 | $1.89M | 0.03% | +20+0.4% | Added |
| Ascent Group, LLC | 4,865 | $1.89M | 0.21% | +77+1.6% | Added |
| Montag A & Associates Inc | 5,209 | $1.90M | 0.12% | −1,519−22.6% | Reduced |
| Bishop Rock Capital, L.P. | 5,257 | $1.92M | 7.89% | −7,610−59.1% | Reduced |
| George Kaiser Family Foundation | 5,268 | $1.92M | 0.37% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 5,288 | $1.93M | 0.15% | +427+8.8% | Added |
| Lido Advisors, LLC | 5,323 | $1.95M | 0.02% | +227+4.5% | Added |
| Private Advisor Group, LLC | 5,345 | $1.95M | 0.02% | −11−0.2% | Reduced |
| Bleakley Financial Group, LLC | 5,359 | $1.96M | 0.07% | −412−7.1% | Reduced |
| Sawtooth Solutions, LLC | 5,359 | $1.96M | 0.06% | −361−6.3% | Reduced |
| WealthPLAN Partners, LLC | 5,377 | $1.96M | 0.23% | +3,321+161.5% | Added |
| Dodge & Cox | 5,400 | $1.97M | 0.00% | −200−3.6% | Reduced |
| Cohen Klingenstein LLC | 5,400 | $1.97M | 0.09% | 00.0% | Unchanged |
| Otter Creek Advisors, LLC | 5,400 | $1.97M | 2.05% | +5,400 | New |
| Waratah Capital Advisors Ltd. | 5,449 | $1.99M | 0.09% | −1,173−17.7% | Reduced |
| Arden Trust Co | 5,477 | $2.00M | 0.33% | +1,562+39.9% | Added |
| Texas Yale Capital Corp. | 5,630 | $2.06M | 0.09% | 00.0% | Unchanged |
| Mather Group, LLC. | 5,701 | $2.08M | 0.04% | +1,006+21.4% | Added |
| Harbor Capital Advisors, Inc. | 5,739 | $2.10M | 0.45% | +12+0.2% | Added |
| Ritholtz Wealth Management | 5,757 | $2.10M | 0.09% | +229+4.1% | Added |
| DRW Securities, LLC | 5,777 | $2.11M | 0.17% | −1,636−22.1% | Reduced |
| Paradigm Financial Partners, LLC | 5,960 | $2.12M | 0.59% | +17+0.3% | Added |
| Fullerton Fund Management Co Ltd. | 5,815 | $2.12M | 0.15% | −88,922−93.9% | Reduced |
| WealthShield Partners, LLC | 5,846 | $2.14M | 0.32% | +823+16.4% | Added |
| Sterling Investment Management, Inc. | 5,846 | $2.14M | 1.90% | +1,810+44.8% | Added |
| Cozad Asset Management Inc | 5,850 | $2.14M | 0.28% | −2,631−31.0% | Reduced |
| Empowered Funds, LLC | 5,856 | $2.14M | 0.06% | +695+13.5% | Added |
| Illinois Municipal Retirement Fund | 5,870 | $2.15M | 0.04% | 00.0% | Unchanged |
| Horizon Investments, LLC | 5,872 | $2.15M | 0.07% | +133+2.3% | Added |
| Lindsell Train LtdSuperinvestorLindsell Train | 5,900 | $2.16M | 0.04% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 5,917 | $2.16M | 0.68% | −50−0.8% | Reduced |
| Panagora Asset Management Inc | 5,942 | $2.17M | 0.01% | +64+1.1% | Added |
| Signaturefd, LLC | 5,953 | $2.18M | 0.06% | +304+5.4% | Added |