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 |
|---|---|---|---|---|---|
| Empirical Finance, LLC | 10,364 | $3.79M | 0.28% | +1,122+12.1% | Added |
| Desjardins Global Asset Management Inc. | 10,355 | $3.78M | 0.41% | −14,195−57.8% | Reduced |
| NovaPoint Capital, LLC | 10,318 | $3.77M | 1.50% | +372+3.7% | Added |
| Northwestern Mutual Investment Management Company, LLC | 10,271 | $3.75M | 0.10% | −76−0.7% | Reduced |
| Sandler Capital Management | 10,266 | $3.75M | 0.63% | +9,566+1,366.6% | Added |
| Univest Financial Corp | 10,262 | $3.75M | 1.25% | −886−7.9% | Reduced |
| Alerus Financial NA | 10,253 | $3.75M | 0.33% | −7,665−42.8% | Reduced |
| Blue Zone Wealth Advisors, LLC | 10,211 | $3.73M | 1.64% | +10,211 | New |
| Bogart Wealth, LLC | 10,169 | $3.72M | 0.23% | +4,303+73.4% | Added |
| Rockingstone Advisors LLC | 10,082 | $3.68M | 2.04% | +116+1.2% | Added |
| Freestone Capital Holdings, LLC | 10,062 | $3.68M | 0.20% | +801+8.6% | Added |
| Los Angeles Capital Management LLC | 10,055 | $3.67M | 0.02% | −16,666−62.4% | Reduced |
| Sandy Spring Bank | 10,004 | $3.66M | 0.20% | +268+2.8% | Added |
| Diligent Investors, LLC | 9,989 | $3.65M | 1.11% | 00.0% | Unchanged |
| Choate Investment Advisors | 9,916 | $3.62M | 0.14% | +2,649+36.5% | Added |
| ExodusPoint Capital Management, LP | 9,870 | $3.61M | 0.05% | +9,870 | New |
| Virtu Financial LLC | 9,838 | $3.60M | 0.36% | +9,838 | New |
| First Hawaiian Bank | 9,769 | $3.57M | 0.12% | +360+3.8% | Added |
| Cinctive Capital Management LP | 9,738 | $3.56M | 0.20% | −30,415−75.7% | Reduced |
| Ostrum Asset Management | 9,732 | $3.56M | 0.33% | +417+4.5% | Added |
| Cloverfields Capital Group, LP | 9,614 | $3.51M | 1.58% | −44−0.5% | Reduced |
| EFG Asset Management (Americas) Corp. | 9,537 | $3.49M | 0.84% | +137+1.5% | Added |
| Reliant Investment Management, LLC | 9,530 | $3.48M | 2.03% | +9,530 | New |
| Cannell Peter B & Co Inc | 9,507 | $3.47M | 0.12% | 00.0% | Unchanged |
| Atom Investors LP | 9,449 | $3.45M | 0.79% | +8,455+850.6% | Added |
| Terry L. Blaker | 9,408 | $3.44M | 0.31% | +933+11.0% | Added |
| Zions Bancorporation, N.A. | 9,368 | $3.42M | 0.30% | +487+5.5% | Added |
| Raymond James Trust N.A. | 9,363 | $3.42M | 0.10% | +207+2.3% | Added |
| Ninety One SA (PTY) Ltd | 9,327 | $3.42M | 0.66% | −281−2.9% | Reduced |
| Meridian Wealth Advisors, LLC | 9,319 | $3.41M | 0.85% | +232+2.6% | Added |
| Pacific Global Investment Management CO | 9,257 | $3.38M | 0.74% | −37−0.4% | Reduced |
| Pitcairn Co | 9,239 | $3.38M | 0.28% | −217−2.3% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 9,206 | $3.36M | 0.02% | −56,302−85.9% | Reduced |
| Vinva Investment Management Ltd | 9,099 | $3.35M | 0.32% | +288+3.3% | Added |
| Azzad Asset Management Inc | 9,036 | $3.30M | 0.47% | −456−4.8% | Reduced |
| Private Wealth Partners, LLC | 9,000 | $3.29M | 0.31% | −50−0.6% | Reduced |
| Assetmark, Inc | 8,968 | $3.28M | 0.01% | +457+5.4% | Added |
| Meitav Dash Investments Ltd | 8,934 | $3.27M | 0.05% | −255−2.8% | Reduced |
| Apollon Wealth Management, LLC | 8,878 | $3.24M | 0.16% | +1,034+13.2% | Added |
| Brendel Financial Advisors LLC | 8,868 | $3.24M | 4.81% | +2,876+48.0% | Added |
| First Foundation Advisors | 8,810 | $3.22M | 0.15% | +428+5.1% | Added |
| Chartwell Investment Partners, LLC | 8,742 | $3.19M | 0.12% | −254−2.8% | Reduced |
| Capstone Investment Advisors, LLC | 8,724 | $3.19M | 0.08% | +5,998+220.0% | Added |
| Taylor Hoffman Wealth Management | 8,720 | $3.19M | 1.64% | +10+0.1% | Added |
| Central Trust Co | 8,630 | $3.15M | 0.09% | −1,032−10.7% | Reduced |
| Baldwin Investment Management, LLC | 8,609 | $3.15M | 0.53% | +502+6.2% | Added |
| Y-Intercept (Hong Kong) Ltd | 8,593 | $3.14M | 0.31% | +8,593 | New |
| Eastern Bank | 8,581 | $3.14M | 0.16% | +5,965+228.0% | Added |
| Quantitative Investment Management, LLC | 8,538 | $3.12M | 0.48% | +8,538 | New |
| Olstein Capital Management, L.P. | 8,500 | $3.11M | 0.53% | 00.0% | Unchanged |
| Bright Rock Capital Management, LLC | 8,500 | $3.11M | 0.76% | 00.0% | Unchanged |
| Thomasville National Bank | 8,377 | $3.06M | 0.30% | −20−0.2% | Reduced |
| Coronation Fund Managers Ltd. | 8,375 | $3.06M | 0.09% | −1,435−14.6% | Reduced |
| Umb Bank N A | 8,350 | $3.05M | 0.05% | +10.0% | Added |
| PEAK6 Investments LLC | 8,311 | $3.04M | 0.15% | +8,239+11,443.1% | Added |
| Siemens Fonds Invest GmbH | 8,306 | $3.04M | 0.31% | 00.0% | Unchanged |
| Connectus Wealth, LLC | 16,690 | $3.02M | 0.07% | −279−1.6% | Reduced |
| Duncker Streett & Co Inc | 8,259 | $3.02M | 0.70% | +958+13.1% | Added |
| Scotia Capital Inc. | 8,241 | $3.01M | 0.02% | +1,008+13.9% | Added |
| Vident Advisory, LLC | 8,233 | $3.01M | 0.09% | +8,233 | New |
| Sustainable Insight Capital Management, LLC | 8,154 | $2.98M | 2.92% | −1,400−14.7% | Reduced |
| Kentucky Farm Bureau Mutual Insurance Co | 8,000 | $2.92M | 0.84% | 00.0% | Unchanged |
| Twin Capital Management Inc | 7,982 | $2.92M | 0.42% | +3,970+99.0% | Added |
| Kesler, Norman & Wride, LLC | 7,944 | $2.90M | 0.73% | −560−6.6% | Reduced |
| Avantax Advisory Services, Inc. | 7,927 | $2.90M | 0.03% | +968+13.9% | Added |
| Wellington Shields & Co., LLC | 7,900 | $2.89M | 0.72% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 7,894 | $2.88M | 0.06% | +511+6.9% | Added |
| One River Asset Management, LLC | 7,789 | $2.87M | 1.34% | +7,789 | New |
| Factorial Partners, LLC | 7,800 | $2.85M | 2.08% | 00.0% | Unchanged |
| Pettee Investors, Inc. | 7,777 | $2.84M | 1.35% | 00.0% | Unchanged |
| Arlington Partners LLC | 7,773 | $2.84M | 1.17% | +7,527+3,059.8% | Added |
| Arlington Trust Co LLC | 7,773 | $2.84M | 1.17% | +7,773 | New |
| Knollwood Investment Advisory, LLC | 7,757 | $2.83M | 1.32% | 00.0% | Unchanged |
| Freedom Day Solutions, LLC | 7,674 | $2.80M | 1.23% | +4+0.1% | Added |
| Van Eck Associates Corp | 7,671 | $2.80M | 0.01% | +574+8.1% | Added |
| CFS Investment Advisory Services, LLC | 7,653 | $2.80M | 0.45% | −27−0.4% | Reduced |
| Mizuho Markets Americas LLC | 7,644 | $2.79M | 0.10% | +7,644 | New |
| Altfest L J & Co Inc | 7,632 | $2.79M | 0.44% | −691−8.3% | Reduced |
| Readystate Asset Management LP | 7,620 | $2.78M | 0.23% | +7,620 | New |
| Wills Financial Group, Inc. | 7,581 | $2.77M | 1.50% | +794+11.7% | Added |
| Bank of Hawaii | 7,575 | $2.77M | 0.16% | −264−3.4% | Reduced |
| Hilltop Holdings Inc. | 7,460 | $2.73M | 0.34% | +5,432+267.9% | Added |
| Settian Capital LP | 7,422 | $2.71M | 2.30% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 7,406 | $2.71M | 0.04% | −59−0.8% | Reduced |
| Silvercrest Asset Management Group LLC | 7,386 | $2.70M | 0.02% | −2,390−24.4% | Reduced |
| Boston Financial Mangement LLC | 7,317 | $2.67M | 0.10% | −4−0.1% | Reduced |
| Pine Valley Investments Ltd Liability Co | 7,308 | $2.67M | 0.26% | +490+7.2% | Added |
| Certified Advisory Corp | 7,300 | $2.67M | 0.49% | −19−0.3% | Reduced |
| Advisors Capital Management, LLC | 7,282 | $2.66M | 0.07% | +6,314+652.3% | Added |
| Kampmann Melissa S. | 7,266 | $2.66M | 2.56% | +7,266 | New |
| Seven Eight Capital, LP | 7,252 | $2.65M | 0.31% | +6,184+579.0% | Added |
| Tokio Marine Asset Management Co Ltd | 7,233 | $2.64M | 0.17% | +654+9.9% | Added |
| Sumitomo Life Insurance Co | 7,220 | $2.64M | 0.07% | +192+2.7% | Added |
| Brady Family Wealth, LLC | 7,208 | $2.63M | 1.02% | −154−2.1% | Reduced |
| Walleye Trading LLC | 7,129 | $2.61M | 0.06% | −1,032−12.6% | Reduced |
| Aquatic Capital Management LLC | 7,120 | $2.60M | 0.11% | +7,120 | New |
| SRS Capital Advisors, Inc. | 7,110 | $2.60M | 0.32% | +2,269+46.9% | Added |
| Community Trust & Investment Co | 7,048 | $2.58M | 0.22% | −186−2.6% | Reduced |
| Legacy Financial Strategies, LLC | 6,659 | $2.57M | 0.83% | +220+3.4% | Added |
| Impax Asset Management Group plc | 7,037 | $2.57M | 0.01% | −775−9.9% | Reduced |