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 |
|---|---|---|---|---|---|
| Legacy Wealth Asset Management, LLC | 4,406 | $1.61M | 0.59% | −39−0.9% | Reduced |
| SG Americas Securities, LLC | 4,344 | $1.59M | 0.02% | −9,545−68.7% | Reduced |
| Okabena Investment Services Inc | 4,328 | $1.58M | 1.23% | −452−9.5% | Reduced |
| Congress Asset Management Co | 4,328 | $1.58M | 0.01% | −10−0.2% | Reduced |
| Wedbush Securities Inc | 4,324 | $1.58M | 0.08% | +192+4.6% | Added |
| Capital Group Investment Management Pte. Ltd. | 4,265 | $1.56M | 0.10% | 00.0% | Unchanged |
| Blue Fin Capital, Inc. | 4,259 | $1.56M | 0.45% | +180+4.4% | Added |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 4,242 | $1.55M | 0.69% | +276+7.0% | Added |
| Polaris Wealth Advisory Group, LLC | 4,233 | $1.55M | 0.12% | +4,233 | New |
| Gotham Asset Management, LLC | 4,216 | $1.54M | 0.03% | +436+11.5% | Added |
| Mount Yale Investment Advisors, LLC | 4,196 | $1.53M | 0.17% | −42−1.0% | Reduced |
| Argent Trust Co | 4,180 | $1.53M | 0.08% | +30+0.7% | Added |
| HB Wealth Management, LLC | 4,180 | $1.53M | 0.02% | +970+30.2% | Added |
| IMS Capital Management | 4,131 | $1.51M | 0.90% | 00.0% | Unchanged |
| Lowell Blake & Associates Inc. | 4,112 | $1.50M | 0.42% | +1,825+79.8% | Added |
| Cutler Investment Counsel LLC | 4,109 | $1.50M | 0.24% | +19+0.5% | Added |
| Avitas Wealth Management LLC | 4,094 | $1.50M | 0.28% | −83−2.0% | Reduced |
| Parsons Capital Management Inc | 4,093 | $1.50M | 0.12% | −94−2.2% | Reduced |
| Souders Financial Advisors | 4,073 | $1.49M | 0.29% | −1,143−21.9% | Reduced |
| Belpointe Asset Management LLC | 4,035 | $1.47M | 0.15% | −192−4.5% | Reduced |
| Solidarilty Wealth, LLC | 4,026 | $1.47M | 0.53% | +4,026 | New |
| Edgestream Partners, L.P. | 4,022 | $1.47M | 0.12% | +3,172+373.2% | Added |
| Sequoia Financial Advisors, LLC | 4,012 | $1.47M | 0.03% | −722−15.3% | Reduced |
| Excalibur Management Corp | 4,003 | $1.46M | 0.76% | 00.0% | Unchanged |
| Private Trust Co NA | 4,000 | $1.46M | 0.19% | +115+3.0% | Added |
| Guyasuta Investment Advisors Inc | 3,973 | $1.45M | 0.11% | −16−0.4% | Reduced |
| Bell Bank | 3,948 | $1.44M | 0.16% | −168−4.1% | Reduced |
| Decatur Capital Management, Inc. | 3,947 | $1.44M | 1.04% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 3,939 | $1.44M | 0.03% | +137+3.6% | Added |
| Buckingham Strategic Wealth, LLC | 3,924 | $1.43M | 0.02% | +100+2.6% | Added |
| Davy Global Fund Management Ltd | 3,918 | $1.43M | 0.29% | −88−2.2% | Reduced |
| Transform Wealth, LLC | 3,902 | $1.43M | 0.15% | −5,700−59.4% | Reduced |
| Redwood Investments, LLC | 3,878 | $1.42M | 0.19% | −6−0.2% | Reduced |
| Parallel Advisors, LLC | 3,870 | $1.41M | 0.05% | +42+1.1% | Added |
| NEOS Investment Management LLC | 3,842 | $1.40M | 0.18% | +3,842 | New |
| Trust Asset Management LLC | 3,825 | $1.40M | 0.15% | 00.0% | Unchanged |
| Qtron Investments LLC | 3,824 | $1.40M | 0.27% | +271+7.6% | Added |
| Evercore Wealth Management, LLC | 3,812 | $1.39M | 0.03% | −50−1.3% | Reduced |
| GYL Financial Synergies, LLC | 3,810 | $1.39M | 0.14% | +2+0.1% | Added |
| Hamilton Point Investment Advisors, LLC | 3,800 | $1.39M | 0.34% | 00.0% | Unchanged |
| Nichols & Pratt Advisers LLP | 3,800 | $1.39M | 0.11% | +100+2.7% | Added |
| Wealth Alliance | 3,799 | $1.39M | 0.22% | −182−4.6% | Reduced |
| Meeder Advisory Services, Inc. | 3,798 | $1.39M | 0.17% | −497−11.6% | Reduced |
| Ashford Capital Management Inc | 3,771 | $1.38M | 0.20% | −420−10.0% | Reduced |
| Atlas Private Wealth Management | 3,769 | $1.38M | 0.74% | +162+4.5% | Added |
| SkyView Investment Advisors, LLC | 3,764 | $1.38M | 0.56% | −325−7.9% | Reduced |
| Advanced Portfolio Management, LLC | 3,733 | $1.36M | 1.19% | +1,445+63.2% | Added |
| Oppenheimer & Co Inc | 3,707 | $1.35M | 0.03% | +460+14.2% | Added |
| Strategic Wealth Partners Group LLC | 3,703 | $1.35M | 0.20% | +266+7.7% | Added |
| HBK Sorce Advisory LLC | 3,694 | $1.35M | 0.06% | 00.0% | Unchanged |
| Profund Advisors LLC | 3,693 | $1.35M | 0.07% | −130−3.4% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,579 | $1.35M | 0.02% | −558−13.5% | Reduced |
| Beverly Hills Private Wealth, LLC | 3,665 | $1.34M | 0.40% | −3,653−49.9% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 3,661 | $1.34M | 0.70% | +378+11.5% | Added |
| Wealthsource Partners, LLC | 3,647 | $1.33M | 0.09% | +62+1.7% | Added |
| Quadrant Capital Group LLC | 3,613 | $1.32M | 0.13% | +148+4.3% | Added |
| Benjamin Edwards Inc | 3,606 | $1.32M | 0.31% | −93−2.5% | Reduced |
| Roundview Capital LLC | 3,588 | $1.31M | 0.13% | −32−0.9% | Reduced |
| GTS Securities LLC | 3,587 | $1.31M | 0.03% | +3,587 | New |
| Voya Financial Advisors, Inc. | 3,555 | $1.31M | 0.16% | −121−3.3% | Reduced |
| FDx Advisors, Inc. | 3,585 | $1.31M | 0.11% | −3,981−52.6% | Reduced |
| Baldwin Brothers Inc | 3,580 | $1.31M | 0.11% | 00.0% | Unchanged |
| W.H. Cornerstone Investments Inc. | 3,580 | $1.31M | 1.15% | −74−2.0% | Reduced |
| Echo Street Capital Management LLC | 3,560 | $1.30M | 0.01% | −337,247−99.0% | Reduced |
| Boston Trust Walden Corp | 3,560 | $1.30M | 0.01% | +195+5.8% | Added |
| Tealwood Asset Management Inc | 3,557 | $1.30M | 0.67% | +74+2.1% | Added |
| Moody National Bank Trust Division | 3,536 | $1.29M | 0.08% | −117−3.2% | Reduced |
| Two Sigma Securities, LLC | 3,536 | $1.29M | 0.06% | +3,536 | New |
| Davis R M Inc | 3,519 | $1.29M | 0.03% | −50−1.4% | Reduced |
| Penserra Capital Management LLC | 3,503 | $1.28M | 0.03% | −224−6.0% | Reduced |
| Schechter Investment Advisors, LLC | 3,478 | $1.27M | 0.12% | +29+0.8% | Added |
| Cigna Investments Inc | 3,477 | $1.27M | 0.29% | −478−12.1% | Reduced |
| Reynders McVeigh Capital Management, LLC | 3,451 | $1.26M | 0.09% | +5+0.1% | Added |
| Fosun International Ltd | 3,430 | $1.25M | 0.20% | +120+3.6% | Added |
| BancorpSouth Bank | 3,420 | $1.25M | 0.11% | −45−1.3% | Reduced |
| Fort Point Capital Partners LLC | 3,407 | $1.24M | 0.20% | +3+0.1% | Added |
| V-Square Quantitative Management LLC | 3,393 | $1.24M | 0.55% | +674+24.8% | Added |
| Proequities, Inc. | 3,383 | $1.24M | 0.10% | +331+10.8% | Added |
| Venturi Wealth Management, LLC | 3,347 | $1.22M | 0.10% | −108−3.1% | Reduced |
| Clarius Group, LLC | 3,340 | $1.22M | 0.12% | −972−22.5% | Reduced |
| Flagship Harbor Advisors, LLC | 3,334 | $1.22M | 0.10% | +49+1.5% | Added |
| First Bank & Trust | 3,329 | $1.22M | 0.32% | −67−2.0% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 3,329 | $1.22M | 0.05% | +9+0.3% | Added |
| Wintrust Investments LLC | 3,322 | $1.21M | 0.13% | +805+32.0% | Added |
| River Wealth Advisors LLC | 3,292 | $1.20M | 0.22% | −108−3.2% | Reduced |
| Checchi Capital Advisers, LLC | 3,266 | $1.19M | 0.11% | −118−3.5% | Reduced |
| KB Financial Partners, LLC | 3,247 | $1.19M | 0.34% | +42+1.3% | Added |
| Resonant Capital Advisors, LLC | 3,238 | $1.18M | 0.13% | +381+13.3% | Added |
| Summit Financial, LLC | 3,233 | $1.18M | 0.09% | −103−3.1% | Reduced |
| Guardian Capital LP | 3,230 | $1.18M | 0.04% | −2,650−45.1% | Reduced |
| Bryn Mawr Trust Co | 3,183 | $1.16M | 0.05% | +30+1.0% | Added |
| Ellevest, Inc. | 3,182 | $1.16M | 0.09% | +2+0.1% | Added |
| Trust Co of Oklahoma | 3,174 | $1.16M | 0.46% | +389+14.0% | Added |
| Dorsey & Whitney Trust CO LLC | 3,170 | $1.16M | 0.10% | +161+5.4% | Added |
| Dohj, LLC | 3,145 | $1.15M | 0.51% | +80+2.6% | Added |
| Savant Capital, LLC | 3,139 | $1.15M | 0.02% | +25+0.8% | Added |
| MAI Capital Management | 3,139 | $1.15M | 0.02% | +90+3.0% | Added |
| Brighton Jones LLC | 3,137 | $1.15M | 0.06% | +33+1.1% | Added |
| Csenge Advisory Group | 3,132 | $1.14M | 0.08% | +67+2.2% | Added |
| Canandaigua National Bank & Trust Co | 3,113 | $1.14M | 0.18% | −10−0.3% | Reduced |