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 |
|---|---|---|---|---|---|
| Centaurus Financial, Inc. | 6,995 | $2.56M | 0.22% | −76−1.1% | Reduced |
| Threadgill Financial, LLC | 6,950 | $2.55M | 1.94% | +6,950 | New |
| Vestcor Inc | 6,954 | $2.54M | 0.09% | −593−7.9% | Reduced |
| Fortress Wealth Management, Inc. | 6,942 | $2.54M | 1.64% | +5+0.1% | Added |
| Quantinno Capital Management LP | 6,831 | $2.50M | 0.11% | +1,376+25.2% | Added |
| Clearstead Advisors, LLC | 6,825 | $2.49M | 0.15% | +17+0.2% | Added |
| Shelton Capital Management | 6,768 | $2.47M | 0.09% | +4,700+227.3% | Added |
| Herold Advisors, Inc. | 6,592 | $2.41M | 0.73% | −78−1.2% | Reduced |
| Clifford Swan Investment Counsel LLC | 6,566 | $2.40M | 0.10% | +4,720+255.7% | Added |
| Hills Bank & Trust Co | 6,559 | $2.40M | 0.28% | −124−1.9% | Reduced |
| Delta Investment Management, LLC | 6,396 | $2.34M | 0.65% | +36+0.6% | Added |
| Oakmont Corp | 6,392 | $2.34M | 0.67% | 00.0% | Unchanged |
| GAM Holding AG | 6,356 | $2.32M | 0.17% | +30.0% | Added |
| Fisher Asset Management, LLC | 6,323 | $2.31M | 0.00% | −11−0.2% | Reduced |
| Windmill Hill Asset Management Ltd | 6,290 | $2.30M | 1.00% | 00.0% | Unchanged |
| Cypress Capital Group | 6,260 | $2.29M | 0.33% | 00.0% | Unchanged |
| Linden Thomas Advisory Services, LLC | 6,241 | $2.28M | 0.51% | −1,961−23.9% | Reduced |
| Ridgecrest Wealth Partners, LLC | 6,227 | $2.28M | 1.60% | −4,038−39.3% | Reduced |
| Veriti Management LLC | 6,180 | $2.26M | 0.26% | +355+6.1% | Added |
| Ceera Investments, LLC | 6,171 | $2.25M | 1.23% | 00.0% | Unchanged |
| Vetamer Capital Management, L.P. | 6,146 | $2.25M | 4.14% | +1,969+47.1% | Added |
| Spears Abacus Advisors LLC | 6,140 | $2.24M | 0.19% | −102−1.6% | Reduced |
| Trust Co of Vermont | 6,039 | $2.21M | 0.15% | −158−2.5% | Reduced |
| Regents of the University of California | 6,000 | $2.19M | 0.28% | 00.0% | Unchanged |
| Intrust Bank NA | 5,986 | $2.19M | 0.28% | −192−3.1% | Reduced |
| Signaturefd, LLC | 5,953 | $2.18M | 0.06% | +304+5.4% | Added |
| Panagora Asset Management Inc | 5,942 | $2.17M | 0.01% | +64+1.1% | Added |
| Morse Asset Management, Inc | 5,917 | $2.16M | 0.68% | −50−0.8% | Reduced |
| Lindsell Train LtdSuperinvestorLindsell Train | 5,900 | $2.16M | 0.04% | 00.0% | Unchanged |
| Horizon Investments, LLC | 5,872 | $2.15M | 0.07% | +133+2.3% | Added |
| Illinois Municipal Retirement Fund | 5,870 | $2.15M | 0.04% | 00.0% | Unchanged |
| Empowered Funds, LLC | 5,856 | $2.14M | 0.06% | +695+13.5% | Added |
| Cozad Asset Management Inc | 5,850 | $2.14M | 0.28% | −2,631−31.0% | Reduced |
| WealthShield Partners, LLC | 5,846 | $2.14M | 0.32% | +823+16.4% | Added |
| Sterling Investment Management, Inc. | 5,846 | $2.14M | 1.90% | +1,810+44.8% | Added |
| Fullerton Fund Management Co Ltd. | 5,815 | $2.12M | 0.15% | −88,922−93.9% | Reduced |
| Paradigm Financial Partners, LLC | 5,960 | $2.12M | 0.59% | +17+0.3% | Added |
| DRW Securities, LLC | 5,777 | $2.11M | 0.17% | −1,636−22.1% | Reduced |
| Ritholtz Wealth Management | 5,757 | $2.10M | 0.09% | +229+4.1% | Added |
| Harbor Capital Advisors, Inc. | 5,739 | $2.10M | 0.45% | +12+0.2% | Added |
| Mather Group, LLC. | 5,701 | $2.08M | 0.04% | +1,006+21.4% | Added |
| Texas Yale Capital Corp. | 5,630 | $2.06M | 0.09% | 00.0% | Unchanged |
| Arden Trust Co | 5,477 | $2.00M | 0.33% | +1,562+39.9% | Added |
| Waratah Capital Advisors Ltd. | 5,449 | $1.99M | 0.09% | −1,173−17.7% | Reduced |
| Dodge & Cox | 5,400 | $1.97M | 0.00% | −200−3.6% | Reduced |
| Cohen Klingenstein LLC | 5,400 | $1.97M | 0.09% | 00.0% | Unchanged |
| Otter Creek Advisors, LLC | 5,400 | $1.97M | 2.05% | +5,400 | New |
| WealthPLAN Partners, LLC | 5,377 | $1.96M | 0.23% | +3,321+161.5% | Added |
| Bleakley Financial Group, LLC | 5,359 | $1.96M | 0.07% | −412−7.1% | Reduced |
| Sawtooth Solutions, LLC | 5,359 | $1.96M | 0.06% | −361−6.3% | Reduced |
| Private Advisor Group, LLC | 5,345 | $1.95M | 0.02% | −11−0.2% | Reduced |
| Lido Advisors, LLC | 5,323 | $1.95M | 0.02% | +227+4.5% | Added |
| CAPROCK Group, Inc. | 5,288 | $1.93M | 0.15% | +427+8.8% | Added |
| George Kaiser Family Foundation | 5,268 | $1.92M | 0.37% | 00.0% | Unchanged |
| Bishop Rock Capital, L.P. | 5,257 | $1.92M | 7.89% | −7,610−59.1% | Reduced |
| Montag A & Associates Inc | 5,209 | $1.90M | 0.12% | −1,519−22.6% | Reduced |
| Ascent Group, LLC | 4,865 | $1.89M | 0.21% | +77+1.6% | Added |
| Integrated Wealth Concepts LLC | 5,159 | $1.89M | 0.03% | +20+0.4% | Added |
| WD Rutherford LLC | 5,135 | $1.88M | 1.29% | −50−1.0% | Reduced |
| NBT Bank N A | 5,128 | $1.87M | 0.18% | +3,103+153.2% | Added |
| Cypress Asset Management Inc | 5,131 | $1.87M | 0.62% | +40+0.8% | Added |
| American State Bank (Iowa) | 5,075 | $1.85M | 1.33% | +45+0.9% | Added |
| Harrell Investment Partners, LLC | 5,005 | $1.84M | 0.63% | +158+3.3% | Added |
| DoubleLine ETF Adviser LP | 5,012 | $1.83M | 0.66% | +248+5.2% | Added |
| MMBG Investment Advisors Co. | 5,010 | $1.83M | 0.23% | 00.0% | Unchanged |
| Argus Investors' Counsel, Inc. | 5,007 | $1.83M | 1.32% | +94+1.9% | Added |
| Garda Capital Partners LP | 5,004 | $1.83M | 1.16% | +5,004 | New |
| Viking Fund Management LLC | 5,000 | $1.83M | 0.37% | 00.0% | Unchanged |
| Enterprise Bank & Trust Co | 4,943 | $1.81M | 0.74% | −215−4.2% | Reduced |
| Coldstream Capital Management Inc | 4,929 | $1.80M | 0.06% | +808+19.6% | Added |
| American Money Management, LLC | 4,916 | $1.80M | 0.46% | +227+4.8% | Added |
| Robertson Stephens Wealth Management, LLC | 4,890 | $1.79M | 0.12% | −35−0.7% | Reduced |
| Lederer & Associates Investment Counsel | 4,888 | $1.79M | 1.42% | −34−0.7% | Reduced |
| Skylands Capital, LLC | 4,875 | $1.78M | 0.27% | 00.0% | Unchanged |
| AXS Investments LLC | 4,828 | $1.76M | 0.46% | −1,522−24.0% | Reduced |
| Van Hulzen Asset Management, LLC | 4,818 | $1.76M | 0.14% | +3,992+483.3% | Added |
| Absoluto Partners Gestao de Recursos Ltda | 4,772 | $1.74M | 0.79% | +547+12.9% | Added |
| Consolidated Planning Corp | 4,741 | $1.73M | 0.38% | +127+2.8% | Added |
| Chilton Investment Co LLC | 4,736 | $1.73M | 0.06% | +929+24.4% | Added |
| Beacon Investment Advisory Services, Inc. | 4,733 | $1.73M | 0.09% | +3+0.1% | Added |
| Resources Investment Advisors, LLC. | 4,720 | $1.72M | 0.04% | −26−0.5% | Reduced |
| Geneva Capital Management LLC | 4,710 | $1.72M | 0.04% | −129−2.7% | Reduced |
| Oak Thistle LLC | 4,659 | $1.70M | 0.50% | +4,659 | New |
| Fund Management at Engine No. 1 LLC | 4,653 | $1.70M | 0.27% | +383+9.0% | Added |
| Chatham Capital Group, Inc. | 4,640 | $1.70M | 0.38% | −20−0.4% | Reduced |
| National Asset Management, Inc. | 4,623 | $1.69M | 0.05% | +189+4.3% | Added |
| Main Street Financial Solutions, LLC | 4,602 | $1.68M | 0.24% | +1,635+55.1% | Added |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 4,595 | $1.68M | 0.00% | −635−12.1% | Reduced |
| Rodgers Brothers Inc. | 4,595 | $1.68M | 0.29% | +2,750+149.1% | Added |
| Boston Private Wealth LLC | 4,590 | $1.68M | 0.04% | −557−10.8% | Reduced |
| Anchor Investment Management, LLC | 4,572 | $1.67M | 0.22% | −440−8.8% | Reduced |
| Great Lakes Retirement, Inc. | 4,565 | $1.67M | 0.30% | +89+2.0% | Added |
| AIA Group Ltd | 4,541 | $1.66M | 0.08% | +982+27.6% | Added |
| Whitener Capital Management, Inc. | 4,500 | $1.64M | 0.66% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 4,491 | $1.64M | 0.07% | +579+14.8% | Added |
| Chemistry Wealth Management LLC | 4,489 | $1.64M | 0.54% | −530−10.6% | Reduced |
| Westpac Banking Corp | 4,482 | $1.64M | 0.12% | +1,015+29.3% | Added |
| IFP Advisors, Inc | 4,476 | $1.64M | 0.07% | −50−1.1% | Reduced |
| Old National Bancorp | 4,474 | $1.63M | 0.05% | −825−15.6% | Reduced |
| WealthPlan Investment Management, LLC | 4,421 | $1.62M | 0.29% | +2,282+106.7% | Added |