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
- 1,773
- +173 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
- 269
- 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 |
|---|---|---|---|---|---|
| Silvercrest Asset Management Group LLC | 8,146 | $3.59M | 0.03% | +760+10.3% | Added |
| Stratos Wealth Partners, LTD. | 8,146 | $3.59M | 0.07% | +252+3.2% | Added |
| Umb Bank N A | 8,366 | $3.69M | 0.05% | +16+0.2% | Added |
| Thomasville National Bank | 8,377 | $3.69M | 0.33% | 00.0% | Unchanged |
| FJ Investments, LLC | 8,400 | $3.70M | 0.18% | +8,400 | New |
| Impax Asset Management Group plc | 8,422 | $3.71M | 0.01% | +1,385+19.7% | Added |
| Prime Capital Investment Advisors, LLC | 8,454 | $3.72M | 0.06% | +7,750+1,100.9% | Added |
| Scotia Capital Inc. | 8,477 | $3.73M | 0.02% | +236+2.9% | Added |
| Bright Rock Capital Management, LLC | 8,500 | $3.74M | 0.85% | 00.0% | Unchanged |
| Northcape Capital Pty Ltd | 8,520 | $3.75M | 0.44% | −2,146−20.1% | Reduced |
| Fortis Capital Management LLC | 8,521 | $3.75M | 0.96% | +5,446+177.1% | Added |
| Concurrent Investment Advisors, LLC | 8,553 | $3.77M | 0.18% | +8,553 | New |
| Central Trust Co | 8,581 | $3.78M | 0.10% | −49−0.6% | Reduced |
| Brendel Financial Advisors LLC | 8,618 | $3.80M | 2.49% | −250−2.8% | Reduced |
| Avantax Advisory Services, Inc. | 8,618 | $3.80M | 0.04% | +691+8.7% | Added |
| Cutler Investment Counsel LLC | 8,693 | $3.83M | 0.55% | +4,584+111.6% | Added |
| Advisors Capital Management, LLC | 8,713 | $3.84M | 0.08% | +1,431+19.7% | Added |
| First Hawaiian Bank | 8,718 | $3.84M | 0.12% | −1,051−10.8% | Reduced |
| Meitav Dash Investments Ltd | 8,734 | $3.85M | 0.06% | −200−2.2% | Reduced |
| Baldwin Investment Management, LLC | 8,769 | $3.86M | 0.60% | +160+1.9% | Added |
| Siemens Fonds Invest GmbH | 8,838 | $3.89M | 0.32% | +532+6.4% | Added |
| Azzad Asset Management Inc | 8,886 | $3.91M | 0.50% | −150−1.7% | Reduced |
| Qsemble Capital Management, LP | 8,985 | $3.96M | 0.99% | +7,085+372.9% | Added |
| Private Wealth Partners, LLC | 9,062 | $3.99M | 0.34% | +62+0.7% | Added |
| Taylor Hoffman Wealth Management | 9,119 | $4.02M | 1.81% | +399+4.6% | Added |
| Pine Valley Investments Ltd Liability Co | 9,161 | $4.04M | 0.34% | +1,853+25.4% | Added |
| Pacific Global Investment Management CO | 9,218 | $4.06M | 0.83% | −39−0.4% | Reduced |
| Credit Agricole S A | 9,265 | $4.08M | 0.08% | −8,403−47.6% | Reduced |
| Ninety One SA (PTY) Ltd | 9,327 | $4.11M | 0.62% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 9,383 | $4.13M | 0.11% | +20+0.2% | Added |
| Cannell Peter B & Co Inc | 9,497 | $4.18M | 0.13% | −10−0.1% | Reduced |
| BlueMar Capital Management, LLC | 9,514 | $4.19M | 6.32% | −4,693−33.0% | Reduced |
| Reliant Investment Management, LLC | 9,588 | $4.22M | 2.15% | +58+0.6% | Added |
| Zions Bancorporation, N.A. | 9,664 | $4.26M | 0.29% | +296+3.2% | Added |
| Meridian Wealth Advisors, LLC | 9,692 | $4.27M | 0.93% | +373+4.0% | Added |
| RBA Wealth Management, LLC | 9,775 | $4.31M | 1.88% | +9,775 | New |
| Assetmark, Inc | 9,811 | $4.32M | 0.02% | +843+9.4% | Added |
| NovaPoint Capital, LLC | 9,814 | $4.32M | 1.61% | −504−4.9% | Reduced |
| Advisory Services Network, LLC | 9,907 | $4.36M | 0.11% | −478−4.6% | Reduced |
| Coronation Fund Managers Ltd. | 9,909 | $4.37M | 0.12% | +1,534+18.3% | Added |
| Quantinno Capital Management LP | 9,973 | $4.39M | 0.15% | +3,142+46.0% | Added |
| Stephens Inc | 9,988 | $4.40M | 0.08% | −3,057−23.4% | Reduced |
| Diligent Investors, LLC | 9,989 | $4.40M | 1.21% | 00.0% | Unchanged |
| KP Management LLC | 10,000 | $4.41M | 2.18% | +10,000 | New |
| Sandy Spring Bank | 10,013 | $4.41M | 0.22% | +9+0.1% | Added |
| Stock Yards Bank & Trust Co | 10,051 | $4.43M | 0.16% | −776−7.2% | Reduced |
| Cloverfields Capital Group, LP | 10,073 | $4.44M | 1.74% | +459+4.8% | Added |
| Saranac Partners Ltd | 10,097 | $4.45M | 2.94% | −4,466−30.7% | Reduced |
| Desjardins Global Asset Management Inc. | 10,112 | $4.45M | 0.48% | −243−2.3% | Reduced |
| Synovus Financial Corp | 10,122 | $4.46M | 0.06% | −508−4.8% | Reduced |
| GWM Advisors LLC | 10,119 | $4.47M | 0.04% | −536−5.0% | Reduced |
| LGT Group Foundation | 10,156 | $4.49M | 0.10% | −486−4.6% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 10,254 | $4.52M | 0.12% | −17−0.2% | Reduced |
| Univest Financial Corp | 10,306 | $4.54M | 1.34% | +44+0.4% | Added |
| Alerus Financial NA | 10,388 | $4.58M | 0.37% | +135+1.3% | Added |
| Freestone Capital Holdings, LLC | 10,403 | $4.58M | 0.21% | +341+3.4% | Added |
| Litman Gregory Asset Management LLC | 10,408 | $4.58M | 0.44% | −6−0.1% | Reduced |
| Empirical Finance, LLC | 10,435 | $4.60M | 0.32% | +71+0.7% | Added |
| Ostrum Asset Management | 10,472 | $4.61M | 0.40% | +740+7.6% | Added |
| Aperture Investors, LLC | 10,491 | $4.62M | 0.81% | −1,198−10.2% | Reduced |
| Banco Santander, S.A. | 10,582 | $4.66M | 0.06% | −350−3.2% | Reduced |
| Chartwell Investment Partners, LLC | 10,613 | $4.67M | 0.16% | +1,871+21.4% | Added |
| Blue Zone Wealth Advisors, LLC | 10,633 | $4.68M | 1.87% | +422+4.1% | Added |
| Duncker Streett & Co Inc | 10,669 | $4.70M | 0.99% | +2,410+29.2% | Added |
| Freemont Management S.A. | 10,800 | $4.76M | 0.60% | 00.0% | Unchanged |
| PFG Advisors | 10,819 | $4.77M | 0.38% | −25−0.2% | Reduced |
| Pitcairn Co | 10,819 | $4.77M | 0.35% | +1,580+17.1% | Added |
| Bogart Wealth, LLC | 10,958 | $4.83M | 0.27% | +789+7.8% | Added |
| Tower Bridge Advisors | 10,971 | $4.83M | 0.42% | −587−5.1% | Reduced |
| Chesley Taft & Associates LLC | 10,988 | $4.84M | 0.27% | +269+2.5% | Added |
| Bluegrass Capital Partners LP | 11,000 | $4.85M | 5.73% | +11,000 | New |
| Financial Counselors Inc | 11,086 | $4.88M | 0.09% | +378+3.5% | Added |
| Kestra Advisory Services, LLC | 11,302 | $4.98M | 0.04% | +50+0.4% | Added |
| Vinva Investment Management Ltd | 11,318 | $5.00M | 0.35% | +2,219+24.4% | Added |
| GHP Investment Advisors, Inc. | 11,373 | $5.01M | 0.27% | +334+3.0% | Added |
| Atria Wealth Solutions, Inc. | 11,392 | $5.02M | 0.06% | +963+9.2% | Added |
| Neville Rodie & Shaw Inc | 11,406 | $5.03M | 0.41% | 00.0% | Unchanged |
| Terry L. Blaker | 11,439 | $5.04M | 0.41% | +2,031+21.6% | Added |
| Beacon Pointe Advisors, LLC | 11,517 | $5.07M | 0.06% | −189−1.6% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 11,543 | $5.08M | 0.36% | −144−1.2% | Reduced |
| Amica Mutual Insurance Co | 11,543 | $5.08M | 0.55% | −1,853−13.8% | Reduced |
| Mount Capital Ltd | 11,550 | $5.09M | 2.20% | 00.0% | Unchanged |
| Cape Cod Five Cents Savings Bank | 11,565 | $5.09M | 0.52% | −12,765−52.5% | Reduced |
| Scholtz & Company, LLC | 11,604 | $5.11M | 2.53% | −2,487−17.6% | Reduced |
| Park Avenue Securities LLC | 11,659 | $5.14M | 0.07% | +384+3.4% | Added |
| SS&H Financial Advisors, Inc. | 11,887 | $5.24M | 2.22% | −752−5.9% | Reduced |
| Candlestick Capital Management LP | 12,000 | $5.29M | 0.17% | +12,000 | New |
| Kestra Private Wealth Services, LLC | 12,026 | $5.30M | 0.14% | +1,551+14.8% | Added |
| Mirabaud Asset Management Ltd | 12,124 | $5.34M | 2.29% | +12,124 | New |
| Kerrisdale Advisers, LLC | 12,141 | $5.35M | 1.59% | −5,070−29.5% | Reduced |
| Choate Investment Advisors | 12,201 | $5.37M | 0.17% | +2,285+23.0% | Added |
| Waverton Investment Management Ltd | 12,245 | $5.40M | 0.13% | −1,946−13.7% | Reduced |
| Mitchell Capital Management Co | 12,295 | $5.42M | 1.14% | +504+4.3% | Added |
| Knollwood Investment Advisory, LLC | 12,305 | $5.42M | 1.13% | +4,548+58.6% | Added |
| Banque Pictet & Cie SA | 12,306 | $5.42M | 0.06% | −1,472−10.7% | Reduced |
| Independent Advisor Alliance | 12,335 | $5.43M | 0.20% | +230+1.9% | Added |
| KCM Investment Advisors LLC | 12,403 | $5.46M | 0.22% | −1,043−7.8% | Reduced |
| Highland Capital Management, LLC | 12,417 | $5.47M | 0.34% | +70+0.6% | Added |
| Sentinel Trust Co Lba | 12,729 | $5.61M | 0.74% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 12,767 | $5.62M | 0.54% | −9−0.1% | Reduced |