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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, Q4 2023

Institutional positions in S&P Global Inc. as of Dec 31, 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
1,774
+174 vs. Q3 2023
Shares held
275.6M
+1.38M (+0.5%) vs. Q3 2023
Total value
$121.3B
+$21.1B (+21.0%) vs. Q3 2023
New holders
270
629 more added
Sold out
96
637 more reduced

25 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2023: 1,774 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: 1,774 institutionsQ1 2024: 1,836 institutionsQ2 2024: 1,843 institutionsQ3 2024: 1,937 institutionsQ4 2024: 2,046 institutionsQ1 2025: 2,082 institutionsQ2 2025: 2,068 institutionsQ3 2025: 2,059 institutionsQ4 2025: 2,204 institutionsQ1 2026: 2,127 institutionsQ2 2026: 2,076 institutions
Value heldQ4 2023: $121.3B
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 20262,127$108.7B
Q4 20252,204$137.4B
Q3 20252,059$126.8B
Q2 20252,068$140.5B
Q1 20252,082$135.4B
Q4 20242,046$134.2B
Q3 20241,937$140.2B
Q2 20241,843$121.4B
Q1 20241,836$115.2B
Q4 20231,774$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, Q4 2023

Shares, value and share of portfolio for each institution holding S&P Global Inc.; share changes are against Q3 2023.

Institutions holding SPGI in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
McClarren Financial Advisors, Inc.1$00.00%00.0%Unchanged
Dogwood Wealth Management LLC0$280.00%0New
Delos Wealth Advisors, LLC1$4410.00%00.0%Unchanged
Retirement Group, LLC1$4410.00%00.0%Unchanged
PEAK6 Investments LLC3$1.25K0.00%−8,308−100.0%Reduced
Tucker Asset Management LLC4$1.76K0.00%−7−63.6%Reduced
Cedar Wealth Management, LLC4$1.76K0.00%00.0%Unchanged
Investors Research Corp4$1.76K0.00%00.0%Unchanged
ClariVest Asset Management LLC4$1.77K0.00%00.0%Unchanged
TSFG, LLC5$2.00K0.00%00.0%Unchanged
Financial Synergies Wealth Advisors, Inc.6$2.01K0.00%+1+20.0%Added
Caitlin John, LLC5$2.20K0.00%+5New
Rise Advisors, LLC5$2.24K0.00%−1−16.7%Reduced
Creative Financial Designs Inc6$2.64K0.00%00.0%Unchanged
Iron Horse Wealth Management, LLC6$2.64K0.00%00.0%Unchanged
ICA Group Wealth Management, LLC6$2.64K0.00%+6New
Albion Financial Group6$2.64K0.00%00.0%Unchanged
Providence Capital Advisors, LLC7$3.08K0.00%−7−50.0%Reduced
Chilton Capital Management LLC7$3.08K0.00%+7New
Beacon Capital Management, LLC9$3.33K0.00%00.0%Unchanged
Highline Wealth Partners LLC8$3.52K0.00%00.0%Unchanged
Global Wealth Management Investment Advisory, Inc.8$3.52K0.00%+8New
Wolff Wiese Magana LLC8$3.52K0.00%00.0%Unchanged
Twin Lakes Capital Management, LLC8$3.63K0.00%00.0%Unchanged
DB Wealth Management Group, LLC9$3.96K0.00%00.0%Unchanged
Atwood & Palmer Inc9$3.96K0.00%+2+28.6%Added
Jamison Private Wealth Management, Inc.9$4.03K0.00%00.0%Unchanged
Cherry Tree Wealth Management, LLC10$4.18K0.00%00.0%Unchanged
Stuart Chaussee & Associates, Inc.10$4.41K0.00%00.0%Unchanged
Red Tortoise LLC10$4.41K0.00%00.0%Unchanged
Rockbridge Investment Management, LCC10$4.41K0.00%+10New
Aspire Private Capital, LLC11$4.84K0.00%−2−15.4%Reduced
Vermillion & White Wealth Management Group, LLC11$4.84K0.00%+11New
Front Row Advisors LLC12$5.29K0.00%00.0%Unchanged
JNBA Financial Advisors12$5.29K0.00%00.0%Unchanged
Trifecta Capital Advisors, LLC12$5.29K0.00%00.0%Unchanged
Main Street Group, LTD13$5.73K0.00%+13New
SJS Investment Consulting Inc.13$5.73K0.00%+1+8.3%Added
Frank, Rimerman Advisors LLC13$5.73K0.00%+13New
Hazlett, Burt & Watson, Inc.12$6.00K0.00%−8−40.0%Reduced
Sittner & Nelson, LLC14$6.17K0.00%00.0%Unchanged
Rakuten Securities, Inc.14$6.17K0.00%+14New
Ables, Iannone, Moore & Associates, Inc.14$6.17K0.00%+14New
Jackson, Grant Investment Advisers, Inc.15$6.61K0.00%00.0%Unchanged
Fairfield, Bush & Co.15$6.61K0.00%+15New
DiNuzzo Private Wealth, Inc.15$6.61K0.00%+15New
Pin Oak Investment Advisors Inc16$7.00K0.01%00.0%Unchanged
Avion Wealth16$7.00K0.00%00.0%Unchanged
Coppell Advisory Solutions LLC17$7.49K0.00%+17New
Fairman Group, LLC17$7.49K0.01%+17New
Old Point Trust & Financial Services N A18$7.93K0.00%+18New
RFP Financial Group LLC19$8.37K0.00%00.0%Unchanged
Cambridge Trust Co20$8.81K0.00%−52−72.2%Reduced
South State Corp.21$9.25K0.00%−6−22.2%Reduced
Tennessee Valley Asset Management Partners22$9.53K0.00%+22New
SOA Wealth Advisors, LLC.22$9.73K0.00%00.0%Unchanged
Global Financial Private Client, LLC23$10.2K0.00%00.0%Unchanged
Sofos Investments, Inc.23$10.5K0.00%−5−17.9%Reduced
Scarborough Advisors, LLC24$10.6K0.00%+24New
Thompson Siegel & Walmsley LLC25$11.0K0.00%00.0%Unchanged
North Star Investment Management Corp.26$11.5K0.00%00.0%Unchanged
Cedar Mountain Advisors, LLC26$11.5K0.00%00.0%Unchanged
Dunhill Financial, LLC26$11.6K0.01%+26New
Northwest Capital Management Inc27$11.9K0.00%+4+17.4%Added
Moisand Fitzgerald Tamayo, LLC27$11.9K0.00%−2−6.9%Reduced
Sachetta, LLC29$12.8K0.01%+29New
Tyler-Stone Wealth Management30$13.2K0.01%00.0%Unchanged
Annapolis Financial Services, LLC31$13.7K0.00%−4−11.4%Reduced
Valley National Advisers Inc36$15.0K0.00%+23+176.9%Added
Voisard Asset Management Group, Inc.35$15.4K0.01%+35New
Stephenson National Bank & Trust36$15.9K0.01%00.0%Unchanged
USA Financial Portformulas Corp36$15.9K0.00%+18+100.0%Added
Raleigh Capital Management Inc.36$16.0K0.01%+32+800.0%Added
Cape Investment Advisory, Inc.39$17.2K0.01%+39New
Toth Financial Advisory Corp39$17.2K0.00%00.0%Unchanged
Northwest Financial Advisors40$17.4K0.01%+40New
Able Wealth Management LLC40$17.6K0.02%+40New
Silicon Valley Capital Partners40$17.7K0.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.40$17.7K0.01%−34−45.9%Reduced
PrairieView Partners, LLC41$18.0K0.00%00.0%Unchanged
TCTC Holdings, LLC41$18.1K0.00%00.0%Unchanged
DSM Capital Partners LLC42$18.5K0.00%+42New
Creative Capital Management Investments LLC43$18.9K0.01%00.0%Unchanged
Hexagon Capital Partners LLC47$20.7K0.00%+3+6.8%Added
Quarry LP48$21.1K0.01%+48New
First Pacific Financial49$21.6K0.01%−12−19.7%Reduced
Long Island Wealth Management, Inc.49$22.0K0.02%+49New
Westside Investment Management, Inc.51$22.5K0.01%00.0%Unchanged
Beaird Harris Wealth Management, LLC51$22.5K0.00%+51New
Power Corp of Canada52$22.9K0.00%+52New
Valued Wealth Advisors LLC63$23.2K0.02%+63New
Abound Wealth Management55$24.3K0.01%−9−14.1%Reduced
Householder Group Estate & Retirement Specialist, LLC59$25.0K0.01%00.0%Unchanged
Private Wealth Management Group, LLC58$25.6K0.01%+58New
Pacifica Partners Inc.61$25.8K0.01%00.0%Unchanged
Raffa Wealth Management, LLC59$26.0K0.01%00.0%Unchanged
Pineridge Advisors LLC60$26.4K0.01%+60New
Financial Management Professionals, Inc.61$27.0K0.00%00.0%Unchanged
Washington Trust Advisors, Inc.61$27.0K0.00%00.0%Unchanged
West Tower Group, LLC63$27.8K0.06%−246−79.6%Reduced