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 |
|---|---|---|---|---|---|
| Harrell Investment Partners, LLC | 5,108 | $2.25M | 0.70% | +103+2.1% | Added |
| Madison Asset Management, LLC | 5,122 | $2.26M | 0.03% | +2,528+97.5% | Added |
| WD Rutherford LLC | 5,130 | $2.28M | 1.33% | −5−0.1% | Reduced |
| Ridgecrest Wealth Partners, LLC | 5,227 | $2.30M | 1.52% | −1,000−16.1% | Reduced |
| Absoluto Partners Gestao de Recursos Ltda | 5,261 | $2.32M | 1.28% | +489+10.2% | Added |
| Sanibel Captiva Trust Company, Inc. | 5,323 | $2.34M | 0.09% | +5,323 | New |
| Clear Rock Advisors, LLC | 5,355 | $2.34M | 1.06% | +5,355 | New |
| Dodge & Cox | 5,400 | $2.38M | 0.00% | 00.0% | Unchanged |
| Cohen Klingenstein LLC | 5,400 | $2.38M | 0.10% | 00.0% | Unchanged |
| Atom Investors LP | 5,403 | $2.38M | 0.42% | −4,046−42.8% | Reduced |
| Montag A & Associates Inc | 5,419 | $2.39M | 0.13% | +210+4.0% | Added |
| DoubleLine ETF Adviser LP | 5,451 | $2.40M | 0.69% | +439+8.8% | Added |
| WealthPLAN Partners, LLC | 5,546 | $2.44M | 0.25% | +169+3.1% | Added |
| Sustainable Insight Capital Management, LLC | 5,554 | $2.45M | 1.99% | −2,600−31.9% | Reduced |
| Centaurus Financial, Inc. | 5,564 | $2.45M | 0.19% | −1,431−20.5% | Reduced |
| Mather Group, LLC. | 5,614 | $2.47M | 0.04% | −87−1.5% | Reduced |
| Okabena Investment Services Inc | 5,687 | $2.51M | 0.98% | +1,359+31.4% | Added |
| Meridian Wealth Management, LLC | 5,707 | $2.51M | 0.16% | +5,707 | New |
| Capital Investment Counsel, LLC | 5,716 | $2.52M | 0.95% | +5,716 | New |
| Trust Co of Vermont | 5,744 | $2.53M | 0.17% | −295−4.9% | Reduced |
| Delta Investment Management, LLC | 5,750 | $2.53M | 0.63% | −646−10.1% | Reduced |
| Harbor Capital Advisors, Inc. | 5,750 | $2.53M | 0.49% | +11+0.2% | Added |
| Sterling Investment Management, Inc. | 5,771 | $2.54M | 1.86% | −75−1.3% | Reduced |
| Texas Yale Capital Corp. | 5,771 | $2.54M | 0.12% | +141+2.5% | Added |
| V-Square Quantitative Management LLC | 5,820 | $2.56M | 0.61% | +2,427+71.5% | Added |
| Lindsell Train LtdSuperinvestorLindsell Train | 5,900 | $2.60M | 0.05% | 00.0% | Unchanged |
| Intrust Bank NA | 5,942 | $2.62M | 0.30% | −44−0.7% | Reduced |
| Ritholtz Wealth Management | 5,970 | $2.63M | 0.10% | +213+3.7% | Added |
| Regents of the University of California | 6,000 | $2.64M | 0.33% | 00.0% | Unchanged |
| Spears Abacus Advisors LLC | 6,035 | $2.66M | 0.21% | −105−1.7% | Reduced |
| Paradigm Financial Partners, LLC | 6,049 | $2.66M | 0.65% | +89+1.5% | Added |
| Private Advisor Group, LLC | 6,052 | $2.67M | 0.02% | +707+13.2% | Added |
| Cypress Capital Group | 6,125 | $2.70M | 0.35% | −135−2.2% | Reduced |
| Ceera Investments, LLC | 6,141 | $2.71M | 1.27% | −30−0.5% | Reduced |
| GTS Securities LLC | 6,147 | $2.71M | 0.06% | +2,560+71.4% | Added |
| Coldstream Capital Management Inc | 6,220 | $2.74M | 0.08% | +1,291+26.2% | Added |
| First Foundation Advisors | 6,244 | $2.75M | 0.13% | −2,566−29.1% | Reduced |
| Windmill Hill Asset Management Ltd | 6,290 | $2.77M | 1.61% | 00.0% | Unchanged |
| Chilton Investment Co LLC | 6,297 | $2.77M | 0.08% | +1,561+33.0% | Added |
| Sawtooth Solutions, LLC | 6,366 | $2.80M | 0.08% | +1,007+18.8% | Added |
| GAM Holding AG | 6,376 | $2.81M | 0.21% | +20+0.3% | Added |
| Bleakley Financial Group, LLC | 6,383 | $2.81M | 0.09% | +1,024+19.1% | Added |
| Fisher Asset Management, LLC | 6,383 | $2.81M | 0.00% | +60+0.9% | Added |
| Empowered Funds, LLC | 6,442 | $2.84M | 0.07% | +586+10.0% | Added |
| Clifford Swan Investment Counsel LLC | 6,486 | $2.86M | 0.11% | −80−1.2% | Reduced |
| Nomura Holdings Inc | 6,528 | $2.88M | 0.03% | +5,603+605.7% | Added |
| Hills Bank & Trust Co | 6,544 | $2.88M | 0.28% | −15−0.2% | Reduced |
| Dynamic Advisor Solutions LLC | 6,747 | $2.89M | 0.11% | +4,927+270.7% | Added |
| Herold Advisors, Inc. | 6,590 | $2.90M | 0.80% | −20.0% | Reduced |
| CAPROCK Group, Inc. | 6,608 | $2.91M | 0.19% | +1,320+25.0% | Added |
| Legacy Financial Strategies, LLC | 6,629 | $2.92M | 0.83% | −30−0.5% | Reduced |
| Signaturefd, LLC | 6,644 | $2.93M | 0.07% | +691+11.6% | Added |
| HRT Financial LP | 6,712 | $2.96M | 0.02% | +6,712 | New |
| Linden Thomas Advisory Services, LLC | 6,724 | $2.96M | 0.55% | +483+7.7% | Added |
| Horizon Investments, LLC | 6,734 | $2.97M | 0.08% | +862+14.7% | Added |
| Morton Community Bank | 6,764 | $2.98M | 0.97% | +6,764 | New |
| Virtu Financial LLC | 6,769 | $2.98M | 0.24% | −3,069−31.2% | Reduced |
| CFS Investment Advisory Services, LLC | 6,814 | $3.00M | 0.54% | −839−11.0% | Reduced |
| Certified Advisory Corp | 6,855 | $3.02M | 0.46% | −445−6.1% | Reduced |
| Bank of Hawaii | 6,877 | $3.03M | 0.16% | −698−9.2% | Reduced |
| Vestcor Inc | 6,880 | $3.03M | 0.10% | −74−1.1% | Reduced |
| Veriti Management LLC | 6,900 | $3.04M | 0.27% | +720+11.7% | Added |
| Brasada Capital Management, LP | 6,905 | $3.04M | 0.60% | +6,905 | New |
| Fortress Wealth Management, Inc. | 6,943 | $3.06M | 1.67% | +10.0% | Added |
| Adviser Investments LLC | 6,964 | $3.07M | 0.04% | +6,964 | New |
| Olstein Capital Management, L.P. | 7,000 | $3.08M | 0.52% | −1,500−17.6% | Reduced |
| Vantage Investment Partners, LLC | 7,058 | $3.11M | 0.31% | +5,602+384.8% | Added |
| Tocqueville Asset Management L.P. | 7,099 | $3.13M | 0.06% | −3,490−33.0% | Reduced |
| Mirabaud & Cie SA | 7,146 | $3.15M | 1.05% | +7,146 | New |
| Sequoia Financial Advisors, LLC | 7,193 | $3.17M | 0.04% | +3,181+79.3% | Added |
| Boston Financial Mangement LLC | 7,217 | $3.18M | 0.11% | −100−1.4% | Reduced |
| Shelton Capital Management | 7,217 | $3.18M | 0.10% | +449+6.6% | Added |
| Clearstead Advisors, LLC | 7,219 | $3.18M | 0.17% | +394+5.8% | Added |
| SRS Capital Advisors, Inc. | 7,288 | $3.21M | 0.36% | +178+2.5% | Added |
| Itau Unibanco Holding S.A. | 7,310 | $3.23M | 0.11% | +6,494+795.8% | Added |
| Williams Jones Wealth Management, LLC. | 7,386 | $3.25M | 0.05% | −20−0.3% | Reduced |
| Andra AP-fonden | 7,412 | $3.27M | 0.17% | −3,600−32.7% | Reduced |
| Settian Capital LP | 7,422 | $3.27M | 2.61% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 7,462 | $3.29M | 0.18% | +229+3.2% | Added |
| Brady Family Wealth, LLC | 7,468 | $3.29M | 1.13% | +260+3.6% | Added |
| Arlington Partners LLC | 7,471 | $3.29M | 0.95% | −302−3.9% | Reduced |
| Kampmann Melissa S. | 7,487 | $3.30M | 2.82% | +221+3.0% | Added |
| Kesler, Norman & Wride, LLC | 7,497 | $3.30M | 0.76% | −447−5.6% | Reduced |
| Freedom Day Solutions, LLC | 7,519 | $3.31M | 1.30% | −155−2.0% | Reduced |
| Hilltop Holdings Inc. | 7,552 | $3.33M | 0.38% | +92+1.2% | Added |
| Investment Management Corp of Ontario | 7,564 | $3.33M | 0.08% | +7,564 | New |
| Altfest L J & Co Inc | 7,615 | $3.35M | 0.49% | −17−0.2% | Reduced |
| Pettee Investors, Inc. | 7,634 | $3.36M | 1.49% | −143−1.8% | Reduced |
| Worldquant Millennium Advisors LLC | 7,702 | $3.39M | 0.05% | +7,702 | New |
| Rockingstone Advisors LLC | 7,795 | $3.43M | 1.92% | −2,287−22.7% | Reduced |
| Factorial Partners, LLC | 7,800 | $3.44M | 2.18% | 00.0% | Unchanged |
| Twin Capital Management Inc | 7,883 | $3.47M | 0.45% | −99−1.2% | Reduced |
| Wellington Shields & Co., LLC | 7,900 | $3.48M | 1.28% | 00.0% | Unchanged |
| Van Eck Associates Corp | 7,908 | $3.48M | 0.01% | +237+3.1% | Added |
| Connectus Wealth, LLC | 94,238 | $3.49M | 0.07% | +77,548+464.6% | Added |
| Wills Financial Group, Inc. | 7,936 | $3.50M | 1.77% | +355+4.7% | Added |
| Graham Capital Management, L.P. | 8,000 | $3.52M | 0.11% | −54,200−87.1% | Reduced |
| Kentucky Farm Bureau Mutual Insurance Co | 8,000 | $3.52M | 0.91% | 00.0% | Unchanged |
| Invera Wealth Advisors, LLC | 8,023 | $3.53M | 2.21% | +8,023 | New |
| Illinois Municipal Retirement Fund | 8,044 | $3.54M | 0.06% | +2,174+37.0% | Added |