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.
| 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, Q4 2023
Shares, value and share of portfolio for each institution holding S&P Global Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Transform Wealth, LLC | 3,580 | $1.58M | 0.15% | −322−8.3% | Reduced |
| Wealthsource Partners, LLC | 3,583 | $1.58M | 0.10% | −64−1.8% | Reduced |
| Souders Financial Advisors | 3,586 | $1.58M | 0.27% | −487−12.0% | Reduced |
| Benjamin Edwards Inc | 3,594 | $1.58M | 0.35% | −12−0.3% | Reduced |
| Boston Trust Walden Corp | 3,598 | $1.58M | 0.01% | +38+1.1% | Added |
| Otter Creek Advisors, LLC | 3,600 | $1.59M | 1.36% | −1,800−33.3% | Reduced |
| Voya Financial Advisors, Inc. | 3,603 | $1.59M | 0.19% | +48+1.4% | Added |
| Bell Bank | 3,624 | $1.60M | 0.15% | −324−8.2% | Reduced |
| Quadcap Wealth Management, LLC | 3,644 | $1.61M | 0.42% | +3,644 | New |
| Roundview Capital LLC | 3,660 | $1.61M | 0.15% | +72+2.0% | Added |
| Strategic Wealth Partners Group LLC | 3,679 | $1.62M | 0.20% | −24−0.6% | Reduced |
| SageView Advisory Group, LLC | 3,573 | $1.62M | 0.07% | +1,106+44.8% | Added |
| Handelsinvest Investeringsforvaltning | 3,733 | $1.64M | 0.67% | +3,733 | New |
| Wealth Alliance | 3,735 | $1.65M | 0.23% | −64−1.7% | Reduced |
| First Bank & Trust | 3,786 | $1.67M | 0.40% | +457+13.7% | Added |
| Nichols & Pratt Advisers LLP | 3,792 | $1.67M | 0.12% | −8−0.2% | Reduced |
| Savant Capital, LLC | 3,795 | $1.67M | 0.02% | +656+20.9% | Added |
| Hamilton Point Investment Advisors, LLC | 3,800 | $1.67M | 0.34% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 3,809 | $1.68M | 0.19% | +11+0.3% | Added |
| Atlas Private Wealth Management | 3,818 | $1.68M | 0.79% | +49+1.3% | Added |
| Qtron Investments LLC | 3,824 | $1.68M | 0.28% | 00.0% | Unchanged |
| Trust Asset Management LLC | 3,825 | $1.68M | 0.16% | 00.0% | Unchanged |
| Principal Securities, Inc. | 3,830 | $1.69M | 0.06% | +3,830 | New |
| GYL Financial Synergies, LLC | 3,835 | $1.69M | 0.14% | +25+0.7% | Added |
| Davy Global Fund Management Ltd | 3,860 | $1.70M | 0.20% | −58−1.5% | Reduced |
| Skylands Capital, LLC | 3,875 | $1.71M | 0.25% | −1,000−20.5% | Reduced |
| Valeo Financial Advisors, LLC | 3,893 | $1.71M | 0.07% | −598−13.3% | Reduced |
| Arden Trust Co | 3,900 | $1.72M | 0.25% | −1,577−28.8% | Reduced |
| Evercore Wealth Management, LLC | 3,928 | $1.73M | 0.03% | +116+3.0% | Added |
| Buckingham Strategic Wealth, LLC | 3,941 | $1.74M | 0.02% | +17+0.4% | Added |
| Guyasuta Investment Advisors Inc | 3,973 | $1.75M | 0.13% | 00.0% | Unchanged |
| OV Management LLC | 4,000 | $1.76M | 1.45% | +4,000 | New |
| Excalibur Management Corp | 4,003 | $1.76M | 0.83% | 00.0% | Unchanged |
| Comprehensive Financial Consultants Institutional, Inc. | 4,018 | $1.77M | 0.82% | +357+9.8% | Added |
| WealthShield Partners, LLC | 4,021 | $1.77M | 0.29% | −1,825−31.2% | Reduced |
| Oppenheimer & Co Inc | 4,024 | $1.77M | 0.03% | +317+8.6% | Added |
| Private Trust Co NA | 4,036 | $1.78M | 0.21% | +36+0.9% | Added |
| SkyView Investment Advisors, LLC | 4,049 | $1.78M | 0.45% | +285+7.6% | Added |
| Belpointe Asset Management LLC | 4,054 | $1.79M | 0.16% | +19+0.5% | Added |
| Old National Bancorp | 4,073 | $1.79M | 0.05% | −401−9.0% | Reduced |
| Wedbush Securities Inc | 4,121 | $1.81M | 0.08% | −203−4.7% | Reduced |
| IMS Capital Management | 4,131 | $1.82M | 0.89% | 00.0% | Unchanged |
| Avitas Wealth Management LLC | 4,136 | $1.82M | 0.30% | +42+1.0% | Added |
| Blue Fin Capital, Inc. | 4,164 | $1.83M | 0.47% | −95−2.2% | Reduced |
| Gotham Asset Management, LLC | 4,178 | $1.84M | 0.03% | −38−0.9% | Reduced |
| Flagship Harbor Advisors, LLC | 4,185 | $1.84M | 0.13% | +851+25.5% | Added |
| Eventide Asset Management, LLC | 4,208 | $1.85M | 0.03% | +1,933+85.0% | Added |
| Argent Trust Co | 4,221 | $1.86M | 0.09% | +41+1.0% | Added |
| Mount Yale Investment Advisors, LLC | 4,257 | $1.88M | 0.18% | +61+1.5% | Added |
| Decatur Capital Management, Inc. | 4,258 | $1.88M | 1.12% | +311+7.9% | Added |
| HB Wealth Management, LLC | 4,265 | $1.88M | 0.03% | +85+2.0% | Added |
| Congress Asset Management Co | 4,269 | $1.88M | 0.01% | −59−1.4% | Reduced |
| Parsons Capital Management Inc | 4,271 | $1.88M | 0.13% | +178+4.3% | Added |
| Ballentine Partners, LLC | 4,297 | $1.89M | 0.04% | +358+9.1% | Added |
| National Asset Management, Inc. | 4,359 | $1.92M | 0.05% | −264−5.7% | Reduced |
| Westpac Banking Corp | 4,374 | $1.93M | 0.16% | −108−2.4% | Reduced |
| Regal Investment Advisors LLC | 4,376 | $1.93M | 0.15% | +1,749+66.6% | Added |
| Cubist Systematic Strategies, LLC | 4,378 | $1.93M | 0.02% | +4,378 | New |
| Legacy Wealth Asset Management, LLC | 4,395 | $1.94M | 0.64% | −11−0.2% | Reduced |
| Profund Advisors LLC | 4,407 | $1.94M | 0.08% | +714+19.3% | Added |
| Jones Financial Companies LLLP | 4,481 | $1.97M | 0.00% | +4,276+2,085.9% | Added |
| Geneva Capital Management LLC | 4,482 | $1.97M | 0.04% | −228−4.8% | Reduced |
| Whitener Capital Management, Inc. | 4,500 | $1.98M | 0.72% | 00.0% | Unchanged |
| AXS Investments LLC | 4,518 | $1.99M | 0.48% | −310−6.4% | Reduced |
| Chemistry Wealth Management LLC | 4,520 | $1.99M | 0.60% | +31+0.7% | Added |
| Vident Advisory, LLC | 4,529 | $2.00M | 0.05% | −3,704−45.0% | Reduced |
| Chatham Capital Group, Inc. | 4,530 | $2.00M | 0.40% | −110−2.4% | Reduced |
| Great Lakes Retirement, Inc. | 4,531 | $2.00M | 0.33% | −34−0.7% | Reduced |
| Cyndeo Wealth Partners, LLC | 4,550 | $2.00M | 0.19% | +1,754+62.7% | Added |
| Rodgers Brothers Inc. | 4,565 | $2.01M | 0.32% | −30−0.7% | Reduced |
| Lake Street Advisors Group, LLC | 4,566 | $2.01M | 0.10% | +4,566 | New |
| Farther Finance Advisors, LLC | 4,592 | $2.02M | 0.15% | +3,402+285.9% | Added |
| Parallel Advisors, LLC | 4,610 | $2.03M | 0.06% | +740+19.1% | Added |
| Capital Group Investment Management Pte. Ltd. | 4,637 | $2.04M | 0.21% | +372+8.7% | Added |
| Bayesian Capital Management, LP | 4,645 | $2.05M | 0.22% | +4,645 | New |
| Resources Investment Advisors, LLC. | 4,655 | $2.05M | 0.04% | −65−1.4% | Reduced |
| Dohj, LLC | 4,667 | $2.06M | 0.61% | +1,522+48.4% | Added |
| Ashford Capital Management Inc | 4,718 | $2.08M | 0.28% | +947+25.1% | Added |
| NBT Bank N A | 4,753 | $2.09M | 0.16% | −375−7.3% | Reduced |
| Main Street Financial Solutions, LLC | 4,767 | $2.10M | 0.27% | +165+3.6% | Added |
| Resonant Capital Advisors, LLC | 4,776 | $2.10M | 0.20% | +1,538+47.5% | Added |
| Lederer & Associates Investment Counsel | 4,785 | $2.11M | 1.56% | −103−2.1% | Reduced |
| Cynosure Management, LLC | 4,792 | $2.11M | 0.38% | +4,792 | New |
| WealthPlan Investment Management, LLC | 4,812 | $2.12M | 0.34% | +391+8.8% | Added |
| Van Hulzen Asset Management, LLC | 4,818 | $2.12M | 0.15% | 00.0% | Unchanged |
| Waratah Capital Advisors Ltd. | 4,860 | $2.14M | 0.12% | −589−10.8% | Reduced |
| Cozad Asset Management Inc | 4,886 | $2.15M | 0.25% | −964−16.5% | Reduced |
| IFP Advisors, Inc | 4,892 | $2.15M | 0.10% | +416+9.3% | Added |
| Robertson Stephens Wealth Management, LLC | 4,907 | $2.16M | 0.14% | +17+0.3% | Added |
| American Money Management, LLC | 4,929 | $2.17M | 0.49% | +13+0.3% | Added |
| Enterprise Bank & Trust Co | 4,943 | $2.18M | 0.78% | 00.0% | Unchanged |
| MMBG Investment Advisors Co. | 4,960 | $2.18M | 0.26% | −50−1.0% | Reduced |
| Viking Fund Management LLC | 5,000 | $2.20M | 0.43% | 00.0% | Unchanged |
| Argus Investors' Counsel, Inc. | 5,026 | $2.21M | 1.42% | +19+0.4% | Added |
| AIA Group Ltd | 5,040 | $2.22M | 0.09% | +499+11.0% | Added |
| Consolidated Planning Corp | 5,051 | $2.23M | 0.41% | +310+6.5% | Added |
| NEOS Investment Management LLC | 5,075 | $2.24M | 0.21% | +1,233+32.1% | Added |
| Ascent Group, LLC | 5,217 | $2.24M | 0.21% | +352+7.2% | Added |
| American State Bank (Iowa) | 5,089 | $2.24M | 1.43% | +14+0.3% | Added |
| Cypress Asset Management Inc | 5,095 | $2.24M | 0.68% | −36−0.7% | Reduced |