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 | 2,126 | $108.7B |
| Q4 2025 | 2,203 | $137.4B |
| Q3 2025 | 2,058 | $126.8B |
| Q2 2025 | 2,067 | $140.5B |
| Q1 2025 | 2,081 | $135.4B |
| Q4 2024 | 2,045 | $134.2B |
| Q3 2024 | 1,936 | $140.2B |
| Q2 2024 | 1,842 | $121.4B |
| Q1 2024 | 1,835 | $115.2B |
| Q4 2023 | 1,773 | $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 |
|---|---|---|---|---|---|
| J. L. Bainbridge & Co., Inc. | 771 | $281.7K | 0.04% | −128−14.2% | Reduced |
| Childress Capital Advisors, LLC | 770 | $281.4K | 0.09% | +770 | New |
| Taurus Asset Management, LLC | 766 | $279.9K | 0.03% | 00.0% | Unchanged |
| Park Place Capital Corp | 764 | $279.2K | 0.08% | −51−6.3% | Reduced |
| Endowment Wealth Management, Inc. | 763 | $278.9K | 0.25% | −44−5.5% | Reduced |
| Capital Advisors, Ltd. LLC | 761 | $278.0K | 0.04% | +26+3.5% | Added |
| Everhart Financial Group, Inc. | 759 | $277.3K | 0.12% | −447−37.1% | Reduced |
| Grove Bank & Trust | 756 | $276.3K | 0.06% | +102+15.6% | Added |
| Burney Co | 753 | $275.2K | 0.01% | −48−6.0% | Reduced |
| Romano Brothers and Company | 750 | $274.2K | 0.04% | −4−0.5% | Reduced |
| Somerset Group LLC | 750 | $274.1K | 0.26% | 00.0% | Unchanged |
| Rock Point Advisors, LLC | 750 | $274.1K | 0.09% | +750 | New |
| Violich Capital Management, Inc. | 750 | $274.0K | 0.05% | 00.0% | Unchanged |
| Ledyard National Bank | 749 | $273.7K | 0.03% | 00.0% | Unchanged |
| Ascent Wealth Partners, LLC | 741 | $270.8K | 0.05% | +87+13.3% | Added |
| Equitable Holdings, Inc. | 740 | $270.4K | 0.00% | +89+13.7% | Added |
| Integrated Investment Consultants, LLC | 739 | $270.0K | 0.10% | −51−6.5% | Reduced |
| Simmons Bank | 738 | $269.7K | 0.02% | −39−5.0% | Reduced |
| Prelude Capital Management, LLC | 737 | $269.3K | 0.02% | +737 | New |
| Carr Financial Group Corp | 701 | $268.4K | 0.11% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 734 | $268.2K | 0.13% | −71−8.8% | Reduced |
| Northwest Bancshares, Inc. | 733 | $267.8K | 0.05% | −11−1.5% | Reduced |
| ArrowMark Colorado Holdings LLC | 731 | $267.1K | 0.00% | 00.0% | Unchanged |
| Coury Firm Asset Management LLC | 730 | $266.7K | 0.43% | +730 | New |
| Strategy Asset Managers LLC | 727 | $265.8K | 0.07% | −29−3.8% | Reduced |
| MJP Associates Inc | 727 | $265.6K | 0.08% | −9−1.2% | Reduced |
| Osborne Partners Capital Management, LLC | 725 | $264.9K | 0.02% | 00.0% | Unchanged |
| Optas, LLC | 721 | $263.5K | 0.09% | +8+1.1% | Added |
| Capital Planning Advisors, LLC | 719 | $262.7K | 0.05% | −239−24.9% | Reduced |
| Gitterman Wealth Management, LLC | 715 | $261.3K | 0.12% | +715 | New |
| Prime Capital Investment Advisors, LLC | 704 | $257.3K | 0.01% | +131+22.9% | Added |
| Appleton Partners Inc | 702 | $257.0K | 0.02% | −200−22.2% | Reduced |
| Ifrah Financial Services, Inc. | 701 | $256.0K | 0.08% | −11−1.5% | Reduced |
| M&R Capital Management Inc | 700 | $255.8K | 0.07% | 00.0% | Unchanged |
| Barnes Pettey Financial Advisors, LLC | 698 | $255.1K | 0.23% | 00.0% | Unchanged |
| Maverick Capital LtdSuperinvestorMaverick Capital | 698 | $255.1K | 0.01% | +698 | New |
| Darwin Advisors, LLC | 695 | $254.0K | 0.07% | +35+5.3% | Added |
| Biltmore Family Office, LLC | 692 | $252.9K | 0.06% | +154+28.6% | Added |
| Peak Planning Group, LLC | 692 | $252.7K | 0.20% | +2+0.3% | Added |
| Mayflower Financial Advisors, LLC | 691 | $252.6K | 0.04% | −20−2.8% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 688 | $251.4K | 0.01% | −1,239−64.3% | Reduced |
| City State Bank | 687 | $251.0K | 0.14% | −38−5.2% | Reduced |
| Samalin Investment Counsel, LLC | 683 | $249.7K | 0.14% | −45−6.2% | Reduced |
| Quent Capital, LLC | 683 | $249.7K | 0.04% | −27−3.8% | Reduced |
| Insigneo Advisory Services, LLC | 676 | $247.0K | 0.05% | +676 | New |
| Parkside Financial Bank & Trust | 674 | $246.3K | 0.06% | −229−25.4% | Reduced |
| Compass Ion Advisors, LLC | 668 | $244.1K | 0.04% | +668 | New |
| Telemus Capital, LLC | 668 | $244.1K | 0.02% | −40−5.6% | Reduced |
| Wealth Architects, LLC | 668 | $244.1K | 0.04% | +13+2.0% | Added |
| Shufro Rose & Co LLC | 667 | $243.7K | 0.02% | −11−1.6% | Reduced |
| Wellspring Financial Advisors, LLC | 666 | $243.2K | 0.07% | +666 | New |
| Journey Strategic Wealth LLC | 661 | $241.5K | 0.01% | 00.0% | Unchanged |
| Allred Capital Management, LLC | 660 | $241.2K | 0.12% | −8−1.2% | Reduced |
| Sculati Wealth Management, LLC | 658 | $240.4K | 0.12% | 00.0% | Unchanged |
| Goodman Advisory Group, LLC | 656 | $239.7K | 0.09% | −127−16.2% | Reduced |
| Compass Wealth Management LLC | 653 | $238.6K | 0.07% | 00.0% | Unchanged |
| Pasadena Private Wealth, LLC | 653 | $238.6K | 0.07% | 00.0% | Unchanged |
| Eclectic Associates Inc | 653 | $238.6K | 0.12% | +653 | New |
| Corundum Group, Inc. | 646 | $236.1K | 0.13% | −199−23.6% | Reduced |
| Veracity Capital LLC | 642 | $234.6K | 0.11% | +26+4.2% | Added |
| Rational Advisors LLC | 642 | $234.6K | 0.02% | −131−16.9% | Reduced |
| Plimoth Trust Co LLC | 640 | $233.9K | 0.07% | 00.0% | Unchanged |
| D.B. Root & Company, LLC | 639 | $233.5K | 0.09% | −16−2.4% | Reduced |
| Alera Investment Advisors, LLC | 639 | $233.3K | 0.04% | −40−5.9% | Reduced |
| Jaffetilchin Investment Partners, LLC | 636 | $232.3K | 0.03% | −8−1.2% | Reduced |
| CVA Family Office, LLC | 635 | $232.0K | 0.05% | −74−10.4% | Reduced |
| Rosenbaum Jay D. | 635 | $232.0K | 0.39% | +78+14.0% | Added |
| David R. Rahn & Associates Inc. | 633 | $231.3K | 0.12% | −57−8.3% | Reduced |
| Northstar Asset Management LLC | 633 | $231.3K | 0.07% | 00.0% | Unchanged |
| Goldstein Advisors, LLC | 632 | $230.9K | 0.05% | −133−17.4% | Reduced |
| Keebeck Alpha, LP | 632 | $230.9K | 0.23% | +632 | New |
| TFC Financial Management | 631 | $230.6K | 0.06% | +16+2.6% | Added |
| VeraBank, N.A. | 626 | $228.7K | 0.09% | 00.0% | Unchanged |
| Marietta Investment Partners LLC | 620 | $226.6K | 0.06% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 617 | $225.5K | 0.00% | +617 | New |
| Trust Co of Toledo NA | 611 | $223.3K | 0.04% | +611 | New |
| Nwam LLC | 608 | $222.2K | 0.02% | +37+6.5% | Added |
| Legacy Wealth Management, LLC | 605 | $221.1K | 0.11% | −80−11.7% | Reduced |
| Ted Buchan & Co | 604 | $220.7K | 0.18% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 604 | $220.7K | 0.01% | +20+3.4% | Added |
| Cable Hill Partners, LLC | 603 | $220.3K | 0.03% | +603 | New |
| VisionPoint Advisory Group, LLC | 598 | $218.5K | 0.09% | −60−9.1% | Reduced |
| Lifeworks Advisors, LLC | 597 | $218.2K | 0.09% | +597 | New |
| Pinebridge Investments, L.P. | 597 | $218.2K | 0.00% | −532−47.1% | Reduced |
| Capital Market Strategies LLC | 612 | $218.1K | 0.22% | 00.0% | Unchanged |
| Courage Miller Partners, LLC | 595 | $217.4K | 0.09% | 00.0% | Unchanged |
| ML & R Wealth Management LLC | 594 | $217.1K | 0.06% | +1+0.2% | Added |
| Core Alternative Capital | 592 | $216.3K | 0.03% | +74+14.3% | Added |
| Baron Silver Stevens Financial Advisors, LLC | 586 | $214.1K | 0.05% | +49+9.1% | Added |
| Fermata Advisors, LLC | 579 | $213.1K | 0.06% | +579 | New |
| Fulton Breakefield Broenniman LLC | 583 | $213.0K | 0.02% | +43+8.0% | Added |
| Convergence Investment Partners, LLC | 584 | $213.0K | 0.13% | −1−0.2% | Reduced |
| Red Door Wealth Management, LLC | 576 | $210.5K | 0.05% | −1,100−65.6% | Reduced |
| AMJ Financial Wealth Management | 576 | $210.5K | 0.10% | 00.0% | Unchanged |
| SFMG, LLC | 575 | $210.3K | 0.02% | −104−15.3% | Reduced |
| Ruggaard & Associates LLC | 575 | $210.1K | 0.13% | −35−5.7% | Reduced |
| StrongBox Wealth, LLC | 575 | $210.1K | 0.13% | +575 | New |
| Affinity Capital Advisors, LLC | 573 | $209.4K | 0.06% | −4−0.7% | Reduced |
| Manchester Capital Management LLC | 569 | $207.9K | 0.03% | +10+1.8% | Added |
| Howard Capital Management Group, LLC | 569 | $207.9K | 0.02% | 00.0% | Unchanged |