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Livermore
Livermore
ZHEN

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.

Institutional holdersQ3 2023: 1,625 institutions
Q1 2021: 1,300 institutionsQ2 2021: 1,358 institutionsQ3 2021: 1,417 institutionsQ4 2021: 1,541 institutionsQ1 2022: 1,650 institutionsQ2 2022: 1,559 institutionsQ3 2022: 1,501 institutionsQ4 2022: 1,571 institutionsQ1 2023: 1,598 institutionsQ2 2023: 1,622 institutionsQ3 2023: 1,625 institutionsQ4 2023: 1,773 institutionsQ1 2024: 1,835 institutionsQ2 2024: 1,842 institutionsQ3 2024: 1,936 institutionsQ4 2024: 2,045 institutionsQ1 2025: 2,081 institutionsQ2 2025: 2,067 institutionsQ3 2025: 2,058 institutionsQ4 2025: 2,203 institutionsQ1 2026: 2,126 institutionsQ2 2026: 2,076 institutions
Value heldQ3 2023: $100.4B
Q1 2021: $76.2BQ2 2021: $92.0BQ3 2021: $95.7BQ4 2021: $107.5BQ1 2022: $127.4BQ2 2022: $99.6BQ3 2022: $87.7BQ4 2022: $93.8BQ1 2023: $95.3BQ2 2023: $111.1BQ3 2023: $100.4BQ4 2023: $121.3BQ1 2024: $115.2BQ2 2024: $121.4BQ3 2024: $140.2BQ4 2024: $134.2BQ1 2025: $135.4BQ2 2025: $140.5BQ3 2025: $126.8BQ4 2025: $137.4BQ1 2026: $108.7BQ2 2026: $105.7B
Institutions holding SPGI and their total value by quarter
QuarterHoldersValue
Q2 20262,076$105.7B
Q1 20262,126$108.7B
Q4 20252,203$137.4B
Q3 20252,058$126.8B
Q2 20252,067$140.5B
Q1 20252,081$135.4B
Q4 20242,045$134.2B
Q3 20241,936$140.2B
Q2 20241,842$121.4B
Q1 20241,835$115.2B
Q4 20231,773$121.3B
Q3 20231,625$100.4B
Q2 20231,622$111.1B
Q1 20231,598$95.3B
Q4 20221,571$93.8B
Q3 20221,501$87.7B
Q2 20221,559$99.6B
Q1 20221,650$127.4B
Q4 20211,541$107.5B
Q3 20211,417$95.7B
Q2 20211,358$92.0B
Q1 20211,300$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.

Institutions holding SPGI in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Forbes J M & Co LLP569$207.9K0.03%00.0%Unchanged
Leonteq Securities AG569$207.9K0.02%+188+49.3%Added
Tandem Investment Advisors, Inc.568$207.6K0.01%+51+9.9%Added
Diversified Portfolios, Inc.567$207.2K0.04%+1+0.2%Added
Great Valley Advisor Group, Inc.568$207.1K0.01%+37+7.0%Added
D'Orazio & Associates, Inc.567$207.0K0.05%+567New
Sigma Investment Counselors Inc566$206.8K0.02%+53+10.3%Added
Venture Visionary Partners LLC562$205.4K0.01%−2−0.4%Reduced
Healthcare of Ontario Pension Plan Trust Fund559$204.3K0.00%+5+0.9%Added
Salem Investment Counselors Inc557$203.5K0.01%00.0%Unchanged
International Assets Investment Management, LLC557$202.2K0.03%+35+6.7%Added
Bouchey Financial Group Ltd551$201.3K0.02%00.0%Unchanged
IVC Wealth Advisors LLC549$200.6K0.13%00.0%Unchanged
Interchange Capital Partners, LLC549$200.6K0.16%+549New
Financial Alternatives, Inc548$200.2K0.19%00.0%Unchanged
Financial Perspectives, Inc519$189.7K0.09%00.0%Unchanged
Key Financial Inc506$184.9K0.06%00.0%Unchanged
First Command Advisory Services, Inc.501$183.1K0.00%+501New
Veritas Investment Partners (UK) Ltd.500$182.8K0.00%00.0%Unchanged
Hendershot Investments Inc.499$182.3K0.03%00.0%Unchanged
Pinnacle Bancorp, Inc.477$174.3K0.06%00.0%Unchanged
Bank of New Hampshire473$172.8K0.05%00.0%Unchanged
Global Retirement Partners, LLC466$169.0K0.01%−13−2.7%Reduced
Laffer Tengler Investments462$168.8K0.05%00.0%Unchanged
Livforsakringsbolaget Skandia, Omsesidigt457$167.0K0.02%00.0%Unchanged
Systematic Alpha Investments, LLC452$165.2K0.01%+452New
Nalls Sherbakoff Group, LLC447$163.3K0.16%00.0%Unchanged
General Partner, Inc.441$160.2K0.14%00.0%Unchanged
Avalon Trust Co422$154.2K0.02%00.0%Unchanged
Glassman Wealth Services404$147.6K0.02%−2−0.5%Reduced
Psagot Value Holdings Ltd. / (Israel)400$147.0K0.07%00.0%Unchanged
Princeton Global Asset Management LLC400$146.2K0.04%+200+100.0%Added
Operose Advisors LLC386$141.0K0.06%+141+57.6%Added
Kelly Financial Services LLC382$139.7K0.06%−30−7.3%Reduced
Caldwell Trust Co369$134.8K0.02%+65+21.4%Added
American National Bank368$134.5K0.02%+17+4.8%Added
Stephens Investment Management Group LLC367$134.1K0.00%00.0%Unchanged
Blue Chip Partners, Inc.366$133.6K0.02%−41−10.1%Reduced
Halpern Financial, Inc.350$127.9K0.04%−21−5.7%Reduced
Covestor Ltd343$126.0K0.10%−118−25.6%Reduced
Nelson, Van Denburg & Campbell Wealth Management Group, LLC344$125.7K0.01%+11+3.3%Added
Natixis Investment Managers International343$125.3K0.01%+67+24.3%Added
EverSource Wealth Advisors, LLC340$124.3K0.01%+15+4.6%Added
Osterweis Capital Management Inc335$122.4K0.01%00.0%Unchanged
Icon Wealth Partners, LLC325$118.8K0.01%−1,208−78.8%Reduced
Boyd Watterson Asset Management LLC324$118.4K0.05%00.0%Unchanged
Castleview Partners, LLC323$118.0K0.11%+5+1.6%Added
Country Trust Bank323$118.0K0.00%00.0%Unchanged
Tortoise Investment Management, LLC314$114.7K0.02%00.0%Unchanged
West Tower Group, LLC309$112.9K0.06%+309New
St Germain D J Co Inc305$111.5K0.01%00.0%Unchanged
Harvest Fund Management Co., Ltd305$111.0K0.02%−77−20.2%Reduced
HighMark Wealth Management LLC300$109.6K0.09%00.0%Unchanged
Fairfield Financial Advisors, LTD295$107.8K0.05%00.0%Unchanged
Versant Capital Management, Inc290$106.0K0.03%00.0%Unchanged
Kelly Lawrence W & Associates Inc283$103.4K0.03%00.0%Unchanged
Goldstream Capital Management Ltd282$103.0K0.08%00.0%Unchanged
DHJJ Financial Advisors, Ltd.281$102.7K0.05%+281New
Tompkins Financial Corp280$102.3K0.02%−15−5.1%Reduced
Resurgent Financial Advisors LLC264$96.5K0.07%−90−25.4%Reduced
Harel Insurance Investments & Financial Services Ltd.263$96.0K0.00%00.0%Unchanged
Spartan Planning & Wealth Management260$95.0K0.11%+260New
Carmel Capital Partners, LLC255$93.2K0.04%+75+41.7%Added
Webster Bank, N. A.250$91.4K0.01%00.0%Unchanged
Annis Gardner Whiting Capital Advisors, LLC233$85.1K0.05%+233New
Ancora Advisors, LLC232$84.9K0.00%+64+38.1%Added
Sugarloaf Wealth Management, LLC229$83.7K0.02%+95+70.9%Added
Baker Avenue Asset Management, LP229$83.7K0.00%+1+0.4%Added
Disciplina Capital Management LLC229$83.6K0.02%+1+0.4%Added
Farmers & Merchants Investments Inc228$83.3K0.00%00.0%Unchanged
West Paces Advisors Inc.227$82.9K0.03%00.0%Unchanged
Jones Financial Companies LLLP205$74.9K0.00%+44+27.3%Added
Focused Wealth Management, Inc203$74.2K0.01%00.0%Unchanged
PFS Partners, LLC196$71.6K0.06%+1+0.5%Added
Cornerstone Planning Group LLC188$68.7K0.03%−20−9.6%Reduced
HHM Wealth Advisors, LLC169$61.8K0.01%00.0%Unchanged
Mascoma Wealth Management LLC169$61.8K0.02%+85+101.2%Added
Geneos Wealth Management Inc.168$61.5K0.00%+50+42.4%Added
Carmichael Hill & Associates, Inc.167$61.0K0.03%00.0%Unchanged
JFS Wealth Advisors, LLC166$60.7K0.01%+64+62.7%Added
MV Capital Management, Inc.163$59.6K0.01%+7+4.5%Added
Steward Financial Group LLC163$59.0K0.02%+34+26.4%Added
Indiana Trust & Investment Management CO155$56.6K0.03%+155New
Atticus Wealth Management, LLC154$56.3K0.02%00.0%Unchanged
Geo Capital Gestora de Recursos Ltd150$55.0K0.05%−24−13.8%Reduced
GoalVest Advisory LLC150$54.8K0.03%+38+33.9%Added
Evermay Wealth Management LLC150$54.8K0.01%00.0%Unchanged
Hall Laurie J Trustee145$53.0K0.02%00.0%Unchanged
Taikang Asset Management (Hong Kong) Co Ltd18,463$52.8K1.54%00.0%Unchanged
Earnest Partners LLC141$51.5K0.00%00.0%Unchanged
Clean Yield Group133$49.5K0.02%−27−16.9%Reduced
Tradition Wealth Management, LLC134$49.0K0.01%00.0%Unchanged
Centennial Bank133$48.6K0.03%+33+33.0%Added
Addison Advisors LLC132$48.2K0.02%+30+29.4%Added
Gradient Investments LLC128$46.8K0.00%+96+300.0%Added
Glen Eagle Advisors, LLC125$45.7K0.01%00.0%Unchanged
Sutton Wealth Advisors Inc.125$45.7K0.02%+35+38.9%Added
Horizon Bancorp Inc122$45.0K0.03%−301−71.2%Reduced
McIlrath & Eck, LLC123$44.9K0.01%00.0%Unchanged
Rosenberg Matthew Hamilton120$43.8K0.01%00.0%Unchanged