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 | 2,126 | $108.7B |
| Q4 2025 | 2,203 | $137.4B |
| Q3 2025 | 2,058 | $126.8B |
| Q2 2025 | 2,067 | $140.5B |
| Q1 2025 | 2,081 | $135.4B |
| Q4 2024 | 2,045 | $134.2B |
| Q3 2024 | 1,936 | $140.2B |
| Q2 2024 | 1,842 | $121.4B |
| Q1 2024 | 1,835 | $115.2B |
| Q4 2023 | 1,773 | $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 |
|---|---|---|---|---|---|
| Pacer Advisors, Inc. | 21,379 | $9.42M | 0.03% | +760+3.7% | Added |
| AMS Capital Ltda | 21,391 | $9.42M | 3.52% | +261+1.2% | Added |
| Crossmark Global Holdings, Inc. | 21,676 | $9.55M | 0.20% | −9,563−30.6% | Reduced |
| Davenport & Co LLC | 21,680 | $9.55M | 0.07% | −1,038−4.6% | Reduced |
| Hartford Investment Management Co | 21,834 | $9.62M | 0.36% | −772−3.4% | Reduced |
| AQR Capital Management LLC | 21,932 | $9.66M | 0.02% | −4,532−17.1% | Reduced |
| Carderock Capital Management Inc | 21,936 | $9.66M | 2.67% | +4,490+25.7% | Added |
| Girard Partners Ltd. | 22,104 | $9.74M | 0.99% | −967−4.2% | Reduced |
| Groupama Asset Managment | 22,110 | $9.74M | 0.25% | +22,110 | New |
| Cetera Investment Advisers | 22,196 | $9.78M | 0.08% | +1,009+4.8% | Added |
| DuPont Capital Management Corp | 22,224 | $9.79M | 0.86% | −2,001−8.3% | Reduced |
| Kingsview Wealth Management, LLC | 22,304 | $9.83M | 0.29% | +90+0.4% | Added |
| PYA Waltman Capital, LLC | 22,331 | $9.84M | 4.10% | −91−0.4% | Reduced |
| Acadian Asset Management LLC | 22,362 | $9.85M | 0.04% | +10,046+81.6% | Added |
| Sit Investment Associates Inc | 22,421 | $9.88M | 0.24% | +2,234+11.1% | Added |
| Whittier Trust Co of Nevada Inc | 22,451 | $9.89M | 0.32% | −13−0.1% | Reduced |
| Phraction Management LLC | 22,591 | $9.95M | 4.20% | +28+0.1% | Added |
| BLB&B Advisors, LLC | 22,669 | $9.99M | 0.63% | +215+1.0% | Added |
| Sawgrass Asset Management LLC | 22,797 | $10.0M | 1.13% | −739−3.1% | Reduced |
| Jackson Square Partners, LLC | 22,807 | $10.0M | 0.33% | −2,703−10.6% | Reduced |
| ING Groep NV | 22,860 | $10.1M | 0.08% | +22,860 | New |
| First Trust Advisors LP | 23,020 | $10.1M | 0.01% | −33,687−59.4% | Reduced |
| Calamos Wealth Management LLC | 23,142 | $10.2M | 0.64% | +22,356+2,844.3% | Added |
| Aware Super Pty Ltd as trustee of Aware Super | 19,530 | $10.2M | 0.14% | +19,530 | New |
| Stone Run Capital, LLC | 23,395 | $10.3M | 4.42% | −658−2.7% | Reduced |
| Pictet North America Advisors SA | 24,043 | $10.6M | 1.37% | +1,092+4.8% | Added |
| Lido Advisors, LLC | 24,085 | $10.6M | 0.11% | +18,762+352.5% | Added |
| Central Bank & Trust Co | 24,147 | $10.6M | 1.65% | −25−0.1% | Reduced |
| Wedgewood Partners Inc | 25,605 | $10.8M | 2.28% | −642−2.4% | Reduced |
| Bamco Inc | 24,607 | $10.8M | 0.03% | +7,370+42.8% | Added |
| Middleton & Co Inc | 24,851 | $10.9M | 1.37% | −619−2.4% | Reduced |
| Glenview Trust Co | 24,902 | $11.0M | 0.27% | +431+1.8% | Added |
| Maryland State Retirement & Pension System | 24,975 | $11.0M | 0.23% | +265+1.1% | Added |
| Campbell Newman Asset Management Inc | 25,121 | $11.1M | 0.96% | −323−1.3% | Reduced |
| Bokf, NA | 25,205 | $11.1M | 0.22% | −1,536−5.7% | Reduced |
| Peapack Gladstone Financial Corp | 25,253 | $11.1M | 0.19% | +182+0.7% | Added |
| Oregon Public Employees Retirement Fund | 25,259 | $11.1M | 0.20% | +54+0.2% | Added |
| JustInvest LLC | 25,306 | $11.1M | 0.29% | +1,693+7.2% | Added |
| Achmea Investment Management B.V. | 25,403 | $11.2M | 0.23% | −8,945−26.0% | Reduced |
| Segment Wealth Management, LLC | 25,512 | $11.2M | 0.99% | +1,765+7.4% | Added |
| Kentucky Retirement Systems | 25,923 | $11.4M | 0.36% | −253−1.0% | Reduced |
| Community Trust & Investment Co | 25,960 | $11.4M | 0.88% | +18,912+268.3% | Added |
| Baader Bank INC | 25,993 | $11.4M | 0.98% | −1,054−3.9% | Reduced |
| Haverford Financial Services, Inc. | 26,064 | $11.5M | 3.44% | +32+0.1% | Added |
| Transcend Wealth Collective, LLC | 26,166 | $11.5M | 1.02% | −244−0.9% | Reduced |
| Hantz Financial Services, Inc. | 26,253 | $11.6M | 0.25% | −914−3.4% | Reduced |
| Interval Partners, LP | 26,367 | $11.6M | 0.51% | −7,265−21.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 26,372 | $11.6M | 0.16% | +643+2.5% | Added |
| Pinebridge Investments, L.P. | 26,466 | $11.7M | 0.11% | +25,869+4,333.2% | Added |
| APG Asset Management N.V. | 29,477 | $11.8M | 0.02% | +16,800+132.5% | Added |
| TD Waterhouse Canada Inc. | 26,710 | $11.8M | 0.11% | +688+2.6% | Added |
| Moran Wealth Management, LLC | 26,871 | $11.8M | 0.42% | +26,871 | New |
| Edmond de Rothschild Holding S.A. | 26,883 | $11.8M | 0.21% | +1,822+7.3% | Added |
| Gulf International Bank (UK) Ltd | 26,948 | $11.9M | 0.33% | −3,123−10.4% | Reduced |
| Rockland Trust Co | 27,058 | $11.9M | 0.65% | +529+2.0% | Added |
| Oakmont Corp | 27,273 | $12.0M | 3.15% | +20,881+326.7% | Added |
| Envestnet Portfolio Solutions, Inc. | 27,315 | $12.0M | 0.05% | +2,272+9.1% | Added |
| Bedrijfstakpensioenfonds Voor de Media Pno | 30,250 | $12.1M | 1.79% | 00.0% | Unchanged |
| Logan Capital Management Inc | 27,436 | $12.1M | 0.56% | −952−3.4% | Reduced |
| Bellecapital International Ltd. | 27,639 | $12.2M | 2.77% | +565+2.1% | Added |
| Cetera Advisor Networks LLC | 28,082 | $12.4M | 0.07% | +1,481+5.6% | Added |
| Squarepoint Ops LLC | 28,395 | $12.5M | 0.05% | +17,314+156.2% | Added |
| Elo Mutual Pension Insurance Co | 28,410 | $12.5M | 0.34% | +958+3.5% | Added |
| O'Shaughnessy Asset Management, LLC | 28,521 | $12.6M | 0.17% | +4,069+16.6% | Added |
| Fiduciary Trust Co | 28,714 | $12.6M | 0.21% | +81+0.3% | Added |
| Capital International Sarl | 29,076 | $12.8M | 0.48% | +7,508+34.8% | Added |
| Clio Asset Management LLC | 29,145 | $12.8M | 10.43% | −1,084−3.6% | Reduced |
| Shell Asset Management Co | 29,252 | $12.9M | 0.60% | −2,845−8.9% | Reduced |
| First Financial Bankshares Inc | 29,546 | $13.0M | 0.31% | +29,546 | New |
| Capital International Inc | 29,624 | $13.0M | 0.20% | +10,753+57.0% | Added |
| Bailard, Inc. | 29,732 | $13.1M | 0.39% | +759+2.6% | Added |
| Gamco Investors, Inc. Et Al | 29,977 | $13.2M | 0.14% | −471−1.5% | Reduced |
| Wealthfront Advisers LLC | 30,037 | $13.2M | 0.05% | −4,074−11.9% | Reduced |
| Eastern Bank | 30,330 | $13.4M | 0.61% | +21,749+253.5% | Added |
| MML Investors Services, LLC | 30,473 | $13.4M | 0.06% | +4,697+18.2% | Added |
| Daiwa Securities Group Inc. | 30,732 | $13.5M | 0.08% | +1,648+5.7% | Added |
| Huntington National Bank | 30,821 | $13.6M | 0.12% | −1,015−3.2% | Reduced |
| Progressive Investment Management Corp | 30,919 | $13.6M | 3.88% | −287−0.9% | Reduced |
| Jackson Hill Advisors, LLC | 31,000 | $13.7M | 8.40% | 00.0% | Unchanged |
| Commerce Bank | 31,091 | $13.7M | 0.10% | −172−0.6% | Reduced |
| Claar Advisors LLC | 31,144 | $13.7M | 4.87% | 00.0% | Unchanged |
| Nicola Wealth Management Ltd. | 31,300 | $13.8M | 1.45% | 00.0% | Unchanged |
| Covington Investment Advisors Inc. | 31,354 | $13.8M | 2.51% | +415+1.3% | Added |
| Professional Advisory Services Inc | 32,080 | $14.1M | 2.02% | −112−0.3% | Reduced |
| Atria Investments LLC | 32,188 | $14.2M | 0.22% | −336−1.0% | Reduced |
| Nippon Life Global Investors Americas, Inc. | 32,480 | $14.3M | 0.80% | −8,480−20.7% | Reduced |
| Captrust Financial Advisors | 32,839 | $14.5M | 0.05% | +866+2.7% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 32,952 | $14.5M | 0.65% | −448−1.3% | Reduced |
| Jane Street Group, LLC | 33,193 | $14.6M | 0.02% | −52,434−61.2% | Reduced |
| CWM, LLC | 33,455 | $14.7M | 0.08% | −107−0.3% | Reduced |
| Guggenheim Capital LLC | 33,701 | $14.8M | 0.11% | +10,087+42.7% | Added |
| Quest Investment Management LLC | 34,678 | $15.3M | 1.92% | +1,777+5.4% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 34,935 | $15.4M | 0.32% | −10,870−23.7% | Reduced |
| State of Alaska, Department of Revenue | 34,976 | $15.4M | 0.18% | −3,700−9.6% | Reduced |
| Dock Street Asset Management Inc | 35,729 | $15.7M | 2.46% | −174−0.5% | Reduced |
| Natixis | 36,175 | $15.9M | 0.12% | −1,567−4.2% | Reduced |
| Pinnacle Financial Partners Inc | 36,843 | $16.2M | 0.39% | +609+1.7% | Added |
| Polar Capital Holdings Plc | 36,962 | $16.3M | 0.11% | +4,761+14.8% | Added |
| Barlow Wealth Partners, Inc. | 37,347 | $16.5M | 2.34% | +37,347 | New |
| Rockefeller Capital Management L.P. | 37,390 | $16.5M | 0.06% | −74,007−66.4% | Reduced |