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 |
|---|---|---|---|---|---|
| Center for Financial Planning, Inc. | 1,998 | $730.1K | 0.16% | −5−0.2% | Reduced |
| Legacy Capital Wealth Partners, LLC | 1,982 | $724.4K | 0.20% | +1,982 | New |
| Douglas Lane & Associates, LLC | 1,973 | $721.0K | 0.01% | +261+15.2% | Added |
| Rehmann Capital Advisory Group | 1,964 | $717.7K | 0.07% | −83−4.1% | Reduced |
| Dynamic Technology Lab Private Ltd | 1,963 | $717.0K | 0.07% | +1,963 | New |
| Claro Advisors LLC | 1,961 | $716.6K | 0.18% | +101+5.4% | Added |
| United Asset Strategies, Inc. | 1,954 | $714.1K | 0.09% | +16+0.8% | Added |
| Marcum Wealth, LLC | 1,954 | $714.0K | 0.09% | +904+86.1% | Added |
| Conning Inc. | 1,950 | $712.5K | 0.03% | +25+1.3% | Added |
| Monterey Private Wealth, Inc. | 1,943 | $709.9K | 0.36% | +4+0.2% | Added |
| Ambassador Advisors, LLC | 1,795 | $708.7K | 0.17% | +293+19.5% | Added |
| EPG Wealth Management LLC | 1,935 | $706.9K | 0.21% | +194+11.1% | Added |
| Guardian Wealth Advisors, LLC | 1,931 | $705.7K | 0.54% | −23−1.2% | Reduced |
| McDonald Partners LLC | 1,931 | $705.5K | 0.23% | +31+1.6% | Added |
| Concord Wealth Partners | 1,920 | $701.7K | 0.15% | +495+34.7% | Added |
| NorthCrest Asset Manangement, LLC | 1,914 | $699.4K | 0.03% | +112+6.2% | Added |
| Qsemble Capital Management, LP | 1,900 | $694.3K | 0.13% | +1,900 | New |
| Moors & Cabot, Inc. | 1,899 | $693.8K | 0.05% | +1+0.1% | Added |
| Townsend Asset Management Corp | 1,895 | $692.6K | 0.35% | 00.0% | Unchanged |
| CX Institutional | 1,895 | $692.5K | 0.04% | −13−0.7% | Reduced |
| BlueCrest Capital Management Ltd | 1,894 | $692.1K | 0.11% | +1,894 | New |
| Virtue Capital Management, LLC | 1,731 | $691.9K | 0.12% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,893 | $691.7K | 0.03% | −46−2.4% | Reduced |
| 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 |
| 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 |
| Sigma Planning Corp | 1,874 | $685.0K | 0.03% | +144+8.3% | Added |
| Charter Trust Co | 1,873 | $684.4K | 0.05% | −19−1.0% | Reduced |
| Ronald Blue Trust, Inc. | 1,692 | $678.0K | 0.01% | +680+67.2% | Added |
| TrinityPoint Wealth, LLC | 1,855 | $677.9K | 0.14% | +10+0.5% | 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 |
| Bowman & Co S.C. | 1,841 | $674.5K | 0.54% | +173+10.4% | Added |
| Prestige Wealth Management Group LLC | 1,840 | $672.4K | 0.17% | +869+89.5% | Added |
| PAX Financial Group, LLC | 1,835 | $670.5K | 0.15% | −99−5.1% | Reduced |
| Mission Wealth Management, LP | 1,825 | $666.9K | 0.03% | +41+2.3% | Added |
| Confluence Wealth Services, Inc. | 1,821 | $665.5K | 0.13% | +985+117.8% | Added |
| Dynamic Advisor Solutions LLC | 1,820 | $665.1K | 0.03% | +632+53.2% | Added |
| Waldron Private Wealth LLC | 1,818 | $664.3K | 0.03% | −85−4.5% | Reduced |
| Radnor Capital Management, LLC | 1,818 | $664.0K | 0.13% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 1,810 | $661.3K | 0.05% | −104−5.4% | Reduced |
| Symmetry Partners, LLC | 1,803 | $659.0K | 0.04% | 00.0% | Unchanged |
| First National Bank of Hutchinson | 1,802 | $658.5K | 0.50% | +77+4.5% | Added |
| Summit Global Investments | 1,797 | $657.0K | 0.04% | −167−8.5% | Reduced |
| Fukoku Mutual Life Insurance Co | 1,790 | $654.1K | 0.06% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,784 | $651.9K | 0.07% | +73+4.3% | Added |
| Griffin Asset Management, Inc. | 1,783 | $651.5K | 0.09% | +8+0.5% | Added |
| Meridian Wealth Partners, LLC | 1,776 | $649.0K | 0.14% | +14+0.8% | Added |
| Ferguson Wellman Capital Management, Inc | 1,776 | $649.0K | 0.02% | −30−1.7% | Reduced |
| Circle Wealth Management, LLC | 1,770 | $646.9K | 0.02% | +284+19.1% | Added |
| Tilt Investment Management Holdings, PBC | 1,766 | $645.3K | 0.46% | 00.0% | Unchanged |
| Virtus ETF Advisers LLC | 1,764 | $644.6K | 0.39% | +1,764 | New |
| Mendel Capital Management LLC | 1,762 | $643.8K | 0.53% | +2+0.1% | Added |
| Davidson Trust Co | 1,759 | $642.8K | 0.48% | −25−1.4% | Reduced |
| Red Spruce Capital, LLC | 1,752 | $640.2K | 0.36% | −24−1.4% | Reduced |
| Oak Harbor Wealth Partners, LLC | 1,747 | $638.5K | 0.23% | +93+5.6% | Added |
| RiverPark Advisors, LLC | 1,745 | $637.6K | 0.57% | +35+2.0% | Added |
| Dividend Assets Capital, LLC | 1,744 | $637.0K | 0.13% | −123−6.6% | Reduced |
| Aspire Wealth Management Corp | 1,739 | $635.4K | 0.48% | 00.0% | Unchanged |
| Covenant Partners, LLC | 1,735 | $634.0K | 0.23% | 00.0% | Unchanged |
| Sepio Capital, LP | 1,723 | $629.6K | 0.05% | −1,655−49.0% | Reduced |
| RMR Wealth Builders | 1,722 | $629.3K | 0.10% | +1,722 | New |
| Waters Parkerson & Co., LLC | 1,716 | $627.0K | 0.04% | +16+0.9% | Added |
| Forte Capital LLC | 1,708 | $624.2K | 0.10% | +369+27.6% | Added |
| Financial Insights, Inc. | 1,786 | $623.9K | 0.22% | +383+27.3% | Added |
| Sunflower Bank, N.A. | 1,701 | $621.6K | 0.15% | +12+0.7% | Added |
| Israel Discount Bank of New York | 1,700 | $621.2K | 0.52% | 00.0% | Unchanged |
| Foster Dykema Cabot & Co Inc | 1,698 | $620.0K | 0.07% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 1,696 | $619.7K | 0.02% | +1,696 | New |
| TD Private Client Wealth LLC | 1,692 | $618.3K | 0.03% | −119−6.6% | Reduced |
| Hancock Whitney Corp | 1,687 | $616.4K | 0.03% | −345−17.0% | Reduced |
| Opal Wealth Advisors, LLC | 1,683 | $615.0K | 0.36% | −65−3.7% | Reduced |
| Arcadia Investment Management Corp | 1,680 | $613.9K | 0.13% | 00.0% | Unchanged |
| Amica Retiree Medical Trust | 1,657 | $605.0K | 0.71% | −218−11.6% | Reduced |
| Ninepoint Partners LP | 1,637 | $598.2K | 0.06% | 00.0% | Unchanged |
| Ironwood Investment Counsel, LLC | 1,635 | $597.5K | 0.14% | +1+0.1% | 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 |
| Vicus Capital | 1,634 | $597.0K | 0.06% | +1,029+170.1% | Added |
| Ramirez Asset Management, Inc. | 1,629 | $595.3K | 0.13% | +1,629 | New |
| My Legacy Advisors, LLC | 1,656 | $592.1K | 0.24% | +79+5.0% | Added |
| Fulton Bank, N.A. | 1,620 | $592.0K | 0.03% | +49+3.1% | Added |
| Magnolia Capital Advisors LLC | 1,715 | $591.8K | 0.57% | +3+0.2% | Added |
| Baron Wealth Management LLC | 1,619 | $591.6K | 0.38% | −37−2.2% | Reduced |
| Lavaca Capital LLC | 1,613 | $589.4K | 0.21% | 00.0% | Unchanged |
| Beach Investment Counsel Inc | 1,600 | $585.0K | 0.07% | 00.0% | Unchanged |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 1,600 | $584.7K | 0.31% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 1,595 | $582.8K | 0.08% | +120+8.1% | Added |
| CoreFirst Bank & Trust | 1,594 | $582.5K | 0.41% | 00.0% | Unchanged |
| Partners Capital Investment Group, LLP | 1,587 | $579.9K | 0.01% | +473+42.5% | Added |
| PDS Planning, Inc | 1,586 | $579.5K | 0.07% | +5+0.3% | Added |
| Heritage Wealth Management, Inc./Texas | 1,585 | $579.2K | 0.53% | +21+1.3% | Added |
| Syon Capital LLC | 1,583 | $578.4K | 0.07% | +1,583 | New |
| Lincoln National Corp | 1,581 | $577.7K | 0.01% | +240+17.9% | Added |
| Capital Asset Advisory Services LLC | 1,551 | $576.8K | 0.04% | +27+1.8% | Added |
| BBR Partners, LLC | 1,575 | $575.5K | 0.06% | +1,575 | New |
| Moseley Investment Management Inc | 1,570 | $573.6K | 0.34% | 00.0% | Unchanged |
| Covenant Asset Management, LLC | 1,554 | $567.8K | 0.18% | +1,554 | New |
| Wallace Advisory Group, LLC | 1,416 | $567.7K | 0.41% | −54−3.7% | Reduced |