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 |
|---|---|---|---|---|---|
| Abundance Wealth Counselors | 3,112 | $1.14M | 0.32% | −232−6.9% | Reduced |
| Machina Capital S.A.S. | 3,103 | $1.13M | 0.64% | +2,095+207.8% | Added |
| Fortis Capital Management LLC | 3,075 | $1.12M | 0.35% | +332+12.1% | Added |
| Keebeck Wealth Management, LLC | 3,073 | $1.12M | 0.20% | +73+2.4% | Added |
| Transatlantique Private Wealth LLC | 3,100 | $1.12M | 0.60% | −26−0.8% | Reduced |
| Balentine LLC | 3,068 | $1.12M | 0.04% | −91−2.9% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 3,025 | $1.11M | 0.11% | +3,025 | New |
| WoodTrust Financial Corp | 3,003 | $1.10M | 0.21% | +95+3.3% | Added |
| Frisch Financial Group, Inc. | 3,000 | $1.10M | 0.44% | −1,000−25.0% | Reduced |
| Mezzasalma Advisors, LLC | 2,995 | $1.09M | 0.67% | 00.0% | Unchanged |
| Relative Value Partners Group, LLC | 2,988 | $1.09M | 0.07% | +177+6.3% | Added |
| Pinnacle Wealth Planning Services, Inc. | 2,980 | $1.09M | 0.18% | −41−1.4% | Reduced |
| Platform Technology Partners | 2,971 | $1.09M | 0.51% | +170+6.1% | Added |
| Exchange Capital Management, Inc. | 2,945 | $1.08M | 0.20% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 2,940 | $1.07M | 0.05% | +30+1.0% | Added |
| Quintet Private Bank (Europe) S.A. | 2,918 | $1.07M | 0.07% | −675−18.8% | Reduced |
| Peloton Wealth Strategists | 2,917 | $1.07M | 0.49% | +860+41.8% | Added |
| Wedmont Private Capital | 2,901 | $1.06M | 0.11% | +496+20.6% | Added |
| GM Advisory Group, Inc. | 2,909 | $1.06M | 0.09% | −5−0.2% | Reduced |
| AdvisorNet Financial, Inc | 2,875 | $1.05M | 0.10% | +76+2.7% | Added |
| Lee Financial Co | 2,857 | $1.04M | 0.19% | −199−6.5% | Reduced |
| Verition Fund Management LLC | 2,816 | $1.03M | 0.01% | +865+44.3% | Added |
| Catalyst Capital Advisors LLC | 2,809 | $1.03M | 0.03% | −370−11.6% | Reduced |
| Conestoga Capital Advisors, LLC | 2,802 | $1.02M | 0.02% | −10−0.4% | Reduced |
| Daymark Wealth Partners, LLC | 2,798 | $1.02M | 0.07% | −401−12.5% | Reduced |
| Cyndeo Wealth Partners, LLC | 2,796 | $1.02M | 0.11% | +56+2.0% | Added |
| Perigon Wealth Management, LLC | 2,794 | $1.02M | 0.04% | −139−4.7% | Reduced |
| Geller Advisors LLC | 2,781 | $1.02M | 0.12% | −85−3.0% | Reduced |
| Intech Investment Management LLC | 2,777 | $1.01M | 0.01% | −4,813−63.4% | Reduced |
| Ingalls & Snyder LLC | 2,755 | $1.01M | 0.05% | +650+30.9% | Added |
| Aaron Wealth Advisors | 2,745 | $1.00M | 0.13% | −3−0.1% | Reduced |
| Kanawha Capital Management LLC | 2,740 | $1.00M | 0.10% | −10.0% | Reduced |
| Ropes Wealth Advisors LLC | 2,679 | $978.9K | 0.19% | −23−0.9% | Reduced |
| Pflug Koory, LLC | 2,668 | $974.9K | 0.56% | 00.0% | Unchanged |
| NBC Securities, Inc. | 2,656 | $970.0K | 0.11% | +2,656 | New |
| Lincoln Capital LLC | 2,651 | $968.7K | 0.25% | 00.0% | Unchanged |
| Nebula Research & Development LLC | 2,642 | $965.4K | 0.51% | +2,642 | New |
| Marshall Financial Group LLC | 2,637 | $963.6K | 0.35% | +26+1.0% | Added |
| Regal Investment Advisors LLC | 2,627 | $960.0K | 0.08% | +947+56.4% | Added |
| Madison Asset Management, LLC | 2,594 | $947.9K | 0.01% | −14−0.5% | Reduced |
| Jacobi Capital Management LLC | 2,591 | $946.9K | 0.11% | +157+6.5% | Added |
| Flputnam Investment Management Co | 2,566 | $937.7K | 0.03% | +10+0.4% | Added |
| Thrive Wealth Management, LLC | 2,561 | $935.7K | 0.25% | +356+16.1% | Added |
| We Are One Seven, LLC | 2,544 | $929.6K | 0.07% | +506+24.8% | Added |
| Highview Capital Management LLC | 2,542 | $928.9K | 0.53% | −20−0.8% | Reduced |
| Beaumont Financial Advisors, LLC | 2,523 | $922.1K | 0.09% | −129−4.9% | Reduced |
| Woodstock Corp | 2,513 | $918.3K | 0.12% | 00.0% | Unchanged |
| Outlook Wealth Advisors, LLC | 2,505 | $915.2K | 0.35% | 00.0% | Unchanged |
| Steel Peak Wealth Management LLC | 2,500 | $913.5K | 0.06% | +2,500 | New |
| Wilbanks Smith & Thomas Asset Management LLC | 2,471 | $902.9K | 0.03% | +281+12.8% | Added |
| SageView Advisory Group, LLC | 2,467 | $901.5K | 0.05% | +98+4.1% | Added |
| Hohimer Wealth Management, LLC | 2,457 | $897.8K | 0.26% | +27+1.1% | Added |
| Capital Analysts, LLC | 2,456 | $897.0K | 0.05% | +42+1.7% | Added |
| Strategic Wealth Partners, Ltd. | 2,435 | $890.0K | 0.12% | +561+29.9% | Added |
| BluePath Capital Management, LLC | 2,428 | $887.2K | 0.82% | +2,428 | New |
| UniSuper Management Pty Ltd | 2,400 | $877.0K | 0.01% | 00.0% | Unchanged |
| Colony Group LLC | 2,396 | $876.0K | 0.01% | +220+10.1% | Added |
| Forum Financial Management, LP | 2,372 | $866.8K | 0.02% | +10+0.4% | Added |
| Accretive Wealth Partners, LLC | 2,366 | $864.5K | 0.52% | +26+1.1% | 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 |
| Palumbo Wealth Management LLC | 2,356 | $860.9K | 0.47% | +6+0.3% | Added |
| Channing Global Advisors, LLC | 2,339 | $854.7K | 0.83% | −1,921−45.1% | Reduced |
| ERn Financial, LLC | 2,318 | $847.1K | 0.18% | +219+10.4% | Added |
| First National Corp | 2,310 | $844.1K | 0.23% | 00.0% | Unchanged |
| Tranquility Partners, LLC | 2,303 | $841.5K | 0.36% | +174+8.2% | Added |
| Howe & Rusling Inc | 2,297 | $839.3K | 0.10% | +24+1.1% | Added |
| Wade G W & Inc | 2,293 | $838.0K | 0.03% | +44+2.0% | Added |
| Foster Group, Inc. | 2,292 | $837.6K | 0.05% | −64−2.7% | Reduced |
| Legato Capital Management LLC | 2,290 | $836.8K | 0.12% | +27+1.2% | Added |
| Oversea-Chinese Banking CORP Ltd | 2,286 | $835.3K | 0.04% | +1,517+197.3% | Added |
| Rossmore Private Capital | 2,280 | $833.1K | 0.13% | 00.0% | Unchanged |
| MEMBERS Trust Co | 2,259 | $832.5K | 0.02% | 00.0% | Unchanged |
| Eventide Asset Management, LLC | 2,275 | $831.3K | 0.01% | +2,275 | New |
| Western Wealth Management, LLC | 2,275 | $831.2K | 0.07% | +1,586+230.2% | Added |
| Heritage Trust Co | 2,264 | $827.3K | 0.13% | −454−16.7% | Reduced |
| GSG Advisors LLC | 2,251 | $822.5K | 0.40% | +2,251 | New |
| Shepherd Financial Partners LLC | 2,248 | $821.4K | 0.13% | +53+2.4% | Added |
| Colonial Trust Co | 2,228 | $814.2K | 0.20% | +48+2.2% | Added |
| Schmidt P J Investment Management Inc | 2,276 | $813.6K | 0.17% | +4+0.2% | Added |
| Thoroughbred Financial Services, LLC | 2,200 | $803.0K | 0.08% | +2,200 | New |
| Grant/GrossMendelsohn, LLC | 2,190 | $800.2K | 0.35% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 2,163 | $790.4K | 0.18% | +175+8.8% | Added |
| Prospera Financial Services Inc | 2,154 | $787.5K | 0.03% | −68−3.1% | Reduced |
| Sonnipe Ltd | 2,138 | $781.2K | 0.11% | −846−28.4% | Reduced |
| Jump Financial, LLC | 2,138 | $781.2K | 0.03% | +1,538+256.3% | Added |
| Summit Trail Advisors, LLC | 2,134 | $779.8K | 0.03% | −318−13.0% | Reduced |
| Pinnacle Associates Ltd | 2,130 | $778.5K | 0.01% | +539+33.9% | Added |
| Foundations Investment Advisors, LLC | 2,123 | $775.9K | 0.02% | +42+2.0% | Added |
| Cary Street Partner Investment Advisory LLC | 2,110 | $771.0K | 0.04% | +69+3.4% | Added |
| Great Diamond Partners, LLC | 2,102 | $768.1K | 0.21% | −8−0.4% | Reduced |
| Arthur M. Cohen & Associates, LLC | 2,093 | $764.8K | 0.20% | −100−4.6% | Reduced |
| Jacobsen Capital Management | 2,072 | $757.1K | 0.41% | +136+7.0% | Added |
| City Holding Co | 2,059 | $752.4K | 0.13% | +110+5.6% | Added |
| Citizens Financial Group Inc | 2,057 | $751.7K | 0.03% | −9,998−82.9% | Reduced |
| Trillium Asset Management, LLC | 2,056 | $751.0K | 0.02% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 2,047 | $748.0K | 0.02% | +1,022+99.7% | Added |
| Lazard Freres Gestion S.A.S. | 2,285 | $744.0K | 0.02% | +695+43.7% | Added |
| D. E. Shaw & Co., Inc. | 2,026 | $740.3K | 0.00% | +1,307+181.8% | Added |
| NewEdge Wealth, LLC | 2,017 | $737.1K | 0.02% | −3,189−61.3% | Reduced |