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 |
|---|---|---|---|---|---|
| Elgethun Capital Management | 1,083 | $401.4K | 0.12% | 00.0% | Unchanged |
| Advisory Research Inc | 1,096 | $400.5K | 0.06% | +40+3.8% | Added |
| Exchange Traded Concepts, LLC | 1,085 | $396.5K | 0.01% | +967+819.5% | Added |
| Shulman DeMeo Asset Management LLC | 1,080 | $394.7K | 0.13% | +1+0.1% | Added |
| Ameritas Advisory Services, LLC | 1,080 | $393.2K | 0.02% | +1,080 | New |
| Gilbert & Cook, Inc. | 1,069 | $390.5K | 0.06% | +1,069 | New |
| Carnegie Capital Asset Management, LLC | 1,059 | $387.0K | 0.01% | +22+2.1% | Added |
| ICW Investment Advisors LLC | 1,057 | $386.2K | 0.21% | +173+19.6% | Added |
| WR Wealth Planners, LLC | 1,050 | $383.7K | 0.15% | −259−19.8% | Reduced |
| Harbor Investment Advisory, LLC | 1,040 | $380.0K | 0.05% | −448−30.1% | Reduced |
| AdvisorShares Investments LLC | 1,038 | $379.3K | 0.10% | +1,038 | New |
| Chicago Partners Investment Group LLC | 1,076 | $376.7K | 0.02% | +71+7.1% | Added |
| Emerald Advisers, LLC | 1,029 | $376.0K | 0.02% | −16−1.5% | Reduced |
| Community Bank, N.A. | 1,026 | $374.9K | 0.05% | 00.0% | Unchanged |
| Rosenblum Silverman Sutton S F Inc | 1,024 | $374.0K | 0.13% | 00.0% | Unchanged |
| West Michigan Advisors, LLC | 1,019 | $372.4K | 0.20% | −12−1.2% | Reduced |
| Crestmont Private Wealth LLC | 1,017 | $371.6K | 0.23% | −291−22.2% | Reduced |
| Provenance Wealth Advisors, LLC | 1,014 | $370.5K | 0.06% | +1,014 | New |
| Symphony Financial, Ltd. Co. | 1,013 | $370.0K | 0.09% | −93−8.4% | Reduced |
| Procyon Private Wealth Partners, LLC | 1,010 | $369.1K | 0.04% | +423+72.1% | Added |
| Headinvest, LLC | 1,002 | $367.5K | 0.08% | 00.0% | Unchanged |
| Ayrshire Capital Management LLC | 1,004 | $366.9K | 0.24% | +4+0.4% | Added |
| LGT Fund Management Co Ltd. | 1,000 | $366.7K | 0.18% | 00.0% | Unchanged |
| Empire Financial Management Company, LLC | 999 | $365.0K | 0.16% | +22+2.3% | Added |
| Private Portfolio Partners LLC | 993 | $362.9K | 0.09% | 00.0% | Unchanged |
| WMS Partners, LLC | 989 | $361.4K | 0.03% | −339−25.5% | Reduced |
| Morningstar Investment Services LLC | 977 | $360.0K | 0.00% | +71+7.8% | Added |
| Proficio Capital Partners LLC | 978 | $357.4K | 0.05% | +47+5.0% | Added |
| Kenfarb & Co. | 964 | $352.2K | 0.32% | −30−3.0% | Reduced |
| West Family Investments, Inc. | 959 | $350.4K | 0.12% | 00.0% | Unchanged |
| Cornerstone Wealth Advisors, Inc. | 955 | $349.0K | 0.12% | 00.0% | Unchanged |
| Regent Peak Wealth Advisors LLC | 955 | $349.0K | 0.11% | +26+2.8% | Added |
| Drive Wealth Management, LLC | 952 | $348.0K | 0.13% | +96+11.2% | Added |
| Soltis Investment Advisors LLC | 952 | $347.7K | 0.04% | +952 | New |
| Fiduciary Group LLC | 950 | $347.1K | 0.04% | 00.0% | Unchanged |
| Catalyst Financial Partners LLC | 949 | $346.8K | 0.11% | +99+11.6% | Added |
| Warren Averett Asset Management, LLC | 948 | $346.4K | 0.02% | +130+15.9% | Added |
| Hartford Funds Management Co LLC | 940 | $343.5K | 0.04% | +116+14.1% | Added |
| Cornerstone Wealth Management, LLC | 938 | $342.9K | 0.03% | +39+4.3% | Added |
| CNB Bank | 935 | $341.7K | 0.20% | +37+4.1% | Added |
| L2 Asset Management, LLC | 573 | $338.7K | 0.16% | −260−31.2% | Reduced |
| Nomura Holdings Inc | 925 | $338.0K | 0.00% | −2,478−72.8% | Reduced |
| Strategic Blueprint, LLC | 924 | $337.7K | 0.03% | −34−3.5% | Reduced |
| Consolidated Portfolio Review Corp | 920 | $336.3K | 0.08% | 00.0% | Unchanged |
| Alpha Family Trust | 920 | $336.2K | 0.26% | 00.0% | Unchanged |
| Keel Point, LLC | 918 | $335.6K | 0.05% | −16−1.7% | Reduced |
| Jackson Square Capital, LLC | 916 | $334.7K | 0.13% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 910 | $332.6K | 0.01% | −57−5.9% | Reduced |
| Kathmere Capital Management, LLC | 906 | $331.1K | 0.05% | −27−2.9% | Reduced |
| MSH Capital Advisors LLC | 901 | $329.2K | 0.13% | −13−1.4% | Reduced |
| Alta Advisers Ltd | 900 | $328.9K | 0.19% | 00.0% | Unchanged |
| Plotkin Financial Advisors, LLC | 900 | $328.9K | 0.29% | 00.0% | Unchanged |
| Abbrea Capital, LLC | 897 | $328.0K | 0.05% | +32+3.7% | Added |
| Lakeview Capital Partners, LLC | 897 | $327.6K | 0.06% | +61+7.3% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 891 | $325.6K | 0.02% | 00.0% | Unchanged |
| Bank of Stockton | 925 | $322.1K | 0.12% | −15−1.6% | Reduced |
| Everett Harris & Co | 880 | $321.6K | 0.01% | 00.0% | Unchanged |
| Houlihan Financial Resource Group, Ltd. | 879 | $321.0K | 0.17% | −305−25.8% | Reduced |
| Patten & Patten Inc | 874 | $319.4K | 0.03% | 00.0% | Unchanged |
| Matthew Goff Investment Advisor, LLC | 868 | $317.2K | 0.08% | 00.0% | Unchanged |
| Triad Investment Management | 862 | $315.0K | 0.46% | 00.0% | Unchanged |
| StrategIQ Financial Group, LLC | 858 | $313.4K | 0.04% | +14+1.7% | Added |
| Riverwater Partners LLC | 857 | $313.2K | 0.28% | +11+1.3% | Added |
| Wrapmanager Inc | 852 | $311.3K | 0.10% | −47−5.2% | Reduced |
| Bridgefront Capital, LLC | 852 | $311.3K | 0.22% | +852 | New |
| Sage Mountain Advisors LLC | 847 | $309.5K | 0.04% | +44+5.5% | Added |
| Reuter James Wealth Management, LLC | 845 | $308.8K | 0.23% | +84+11.0% | Added |
| Prosperity Financial Group, Inc. | 837 | $305.8K | 0.25% | +54+6.9% | Added |
| Mill Creek Capital Advisors, LLC | 835 | $305.1K | 0.01% | −223−21.1% | Reduced |
| Stokes Family Office, LLC | 832 | $304.0K | 0.04% | −24−2.8% | Reduced |
| Linscomb & Williams, Inc. | 831 | $303.5K | 0.02% | −7−0.8% | Reduced |
| Epic Trust Investment Advisors, LLC | 830 | $303.3K | 0.48% | +1+0.1% | Added |
| Gladstone Institutional Advisory LLC | 827 | $302.1K | 0.02% | −474−36.4% | Reduced |
| Philadelphia Trust Co | 826 | $302.0K | 0.03% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 826 | $301.8K | 0.13% | 00.0% | Unchanged |
| AMG National Trust Bank | 825 | $301.5K | 0.01% | −108−11.6% | Reduced |
| Integrated Advisors Network LLC | 822 | $300.4K | 0.02% | +68+9.0% | Added |
| StoneX Group Inc. | 817 | $298.4K | 0.03% | +23+2.9% | Added |
| Itau Unibanco Holding S.A. | 816 | $298.2K | 0.01% | −6,053−88.1% | Reduced |
| Centiva Capital, LP | 815 | $297.8K | 0.01% | −5,547−87.2% | Reduced |
| Eagle Bay Advisors LLC | 813 | $297.1K | 0.14% | +180+28.4% | Added |
| Hoylecohen, LLC | 812 | $296.7K | 0.03% | −117−12.6% | Reduced |
| Empirical Asset Management, LLC | 808 | $295.2K | 0.26% | +808 | New |
| Portside Wealth Group, LLC | 803 | $295.0K | 0.06% | +81+11.2% | Added |
| Meridian Investment Counsel Inc. | 805 | $294.2K | 0.11% | 00.0% | Unchanged |
| Ironwood Investment Management LLC | 804 | $293.8K | 0.18% | −47−5.5% | Reduced |
| Financial Network Wealth Management LLC | 800 | $293.0K | 0.14% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 801 | $292.7K | 0.07% | −8−1.0% | Reduced |
| Pekin Hardy Strauss, Inc. | 797 | $291.2K | 0.05% | 00.0% | Unchanged |
| Waddell & Associates, LLC | 797 | $291.2K | 0.04% | 00.0% | Unchanged |
| Curi Capital | 796 | $290.9K | 0.04% | −20−2.5% | Reduced |
| Johnson Financial Group, Inc. | 791 | $289.0K | 0.02% | −2−0.3% | Reduced |
| Gainplan LLC | 786 | $287.2K | 0.40% | +97+14.1% | Added |
| Calamos Wealth Management LLC | 786 | $287.2K | 0.02% | +6+0.8% | Added |
| Wealthcare Advisory Partners LLC | 783 | $286.1K | 0.01% | −1−0.1% | Reduced |
| Traphagen Investment Advisors LLC | 778 | $284.1K | 0.04% | +1+0.1% | Added |
| Azimuth Capital Investment Management LLC | 776 | $283.6K | 0.01% | +11+1.4% | Added |
| Commerzbank Aktiengesellschaft | 774 | $283.0K | 0.01% | +774 | New |
| JJJ Advisors Inc. | 773 | $282.5K | 0.07% | +121+18.6% | Added |
| Anchor Capital Advisors LLC | 772 | $282.1K | 0.01% | −15−1.9% | Reduced |