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 |
|---|---|---|---|---|---|
| Oliver Lagore Vanvalin Investment Group | 64 | $28.2K | 0.01% | +25+64.1% | Added |
| Larson Financial Group LLC | 64 | $28.4K | 0.00% | +8+14.3% | Added |
| Hobbs Group Advisors, LLC | 70 | $30.8K | 0.01% | +70 | New |
| Kathleen S. Wright Associates Inc. | 72 | $31.6K | 0.02% | +2+2.9% | Added |
| LFA - Lugano Financial Advisors SA | 75 | $33.0K | 0.03% | +50+200.0% | Added |
| State of Wyoming | 77 | $33.9K | 0.01% | 00.0% | Unchanged |
| Aspect Partners, LLC | 77 | $33.9K | 0.02% | +77 | New |
| Frazier Financial Advisors, LLC | 82 | $36.1K | 0.03% | +82 | New |
| Baystate Wealth Management LLC | 82 | $36.2K | 0.00% | +21+34.4% | Added |
| HWG Holdings LP | 85 | $37.4K | 0.02% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 85 | $37.4K | 0.05% | +85 | New |
| MCF Advisors LLC | 87 | $38.3K | 0.00% | +51+141.7% | Added |
| Bangor Savings Bank | 88 | $38.8K | 0.00% | −25−22.1% | Reduced |
| Carolinas Wealth Consulting LLC | 88 | $38.9K | 0.01% | +15+20.5% | Added |
| Clarity Asset Management, Inc. | 95 | $41.8K | 0.03% | +95 | New |
| GPS Wealth Strategies Group, LLC | 95 | $41.8K | 0.01% | 00.0% | Unchanged |
| Greenwood Gearhart Inc | 96 | $42.3K | 0.00% | +96 | New |
| Fortitude Family Office, LLC | 97 | $42.7K | 0.03% | +97 | New |
| EdgeRock Capital LLC | 95 | $43.1K | 0.03% | +95 | New |
| Rain Capital Management, LLC | 99 | $43.6K | 0.03% | +3+3.1% | Added |
| Guardian Wealth Management, Inc. | 100 | $43.9K | 0.04% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 101 | $44.5K | 0.00% | +24+31.2% | Added |
| Institutional & Family Asset Management, LLC | 103 | $45.4K | 0.01% | 00.0% | Unchanged |
| West Branch Capital LLC | 103 | $45.4K | 0.02% | +9+9.6% | Added |
| New Millennium Group LLC | 104 | $45.8K | 0.04% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 105 | $46.0K | 0.02% | +105 | New |
| Archer Investment Corp | 105 | $46.3K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 105 | $46.3K | 0.01% | +26+32.9% | Added |
| Pension & Wealth Management Advisors, Inc. | 110 | $48.5K | 0.03% | +110 | New |
| DT Investment Partners, LLC | 107 | $48.6K | 0.01% | +71+197.2% | Added |
| Armstrong Advisory Group, Inc | 112 | $49.3K | 0.00% | 00.0% | Unchanged |
| Grayhawk Investment Strategies Inc. | 114 | $50.2K | 0.03% | 00.0% | Unchanged |
| Arrow Financial Corp | 118 | $52.0K | 0.01% | +8+7.3% | Added |
| Core Alternative Capital | 118 | $52.0K | 0.01% | −474−80.1% | Reduced |
| Rosenberg Matthew Hamilton | 120 | $52.9K | 0.02% | 00.0% | Unchanged |
| First Financial Corp | 121 | $53.3K | 0.03% | +35+40.7% | Added |
| Geneos Wealth Management Inc. | 121 | $53.5K | 0.00% | −47−28.0% | Reduced |
| Atlas Capital Advisors LLC | 122 | $53.7K | 0.01% | +72+144.0% | Added |
| Horizon Bancorp Inc | 122 | $54.0K | 0.03% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 123 | $54.2K | 0.01% | −2−1.6% | Reduced |
| McIlrath & Eck, LLC | 123 | $54.2K | 0.01% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 150 | $54.8K | 0.03% | +150 | New |
| Gradient Investments LLC | 127 | $55.9K | 0.00% | −1−0.8% | Reduced |
| Clean Yield Group | 133 | $58.6K | 0.02% | 00.0% | Unchanged |
| Centennial Bank | 133 | $58.6K | 0.04% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 133 | $59.0K | 0.01% | −1−0.7% | Reduced |
| Geo Capital Gestora de Recursos Ltd | 136 | $60.0K | 0.07% | −14−9.3% | Reduced |
| Spartan Planning & Wealth Management | 140 | $61.7K | 0.07% | −120−46.2% | Reduced |
| BKM Wealth Management, LLC | 143 | $63.0K | 0.03% | +143 | New |
| Mondrian Investment Partners LTD | 144 | $63.4K | 0.00% | −192,587−99.9% | Reduced |
| BOK Financial Private Wealth, Inc. | 144 | $63.4K | 0.01% | +109+311.4% | Added |
| Hall Laurie J Trustee | 145 | $64.0K | 0.02% | 00.0% | Unchanged |
| Asset Dedication, LLC | 144 | $64.0K | 0.01% | +47+48.5% | Added |
| Evermay Wealth Management LLC | 153 | $67.4K | 0.01% | +3+2.0% | Added |
| Atticus Wealth Management, LLC | 154 | $67.8K | 0.02% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 155 | $68.3K | 0.03% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 166 | $73.1K | 0.03% | +16+10.7% | Added |
| Carmichael Hill & Associates, Inc. | 167 | $73.6K | 0.03% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 169 | $74.4K | 0.02% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 173 | $76.2K | 0.01% | +10+6.1% | Added |
| Addison Advisors LLC | 176 | $77.5K | 0.03% | +44+33.3% | Added |
| Fortis Group Advisors, LLC | 180 | $79.3K | 0.02% | +90+100.0% | Added |
| Arlington Trust Co LLC | 190 | $83.7K | 0.02% | −7,583−97.6% | Reduced |
| Exchange Traded Concepts, LLC | 195 | $85.9K | 0.00% | −890−82.0% | Reduced |
| PFS Partners, LLC | 195 | $86.0K | 0.06% | −1−0.5% | Reduced |
| Cornerstone Planning Group LLC | 201 | $88.5K | 0.03% | +13+6.9% | Added |
| JFS Wealth Advisors, LLC | 203 | $89.4K | 0.01% | +37+22.3% | Added |
| Focused Wealth Management, Inc | 203 | $89.4K | 0.01% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 222 | $97.8K | 0.04% | +196+753.8% | Added |
| Farmers & Merchants Investments Inc | 228 | $100.4K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 229 | $100.9K | 0.02% | +60+35.5% | Added |
| Disciplina Capital Management LLC | 229 | $101.0K | 0.02% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 231 | $101.8K | 0.05% | +231 | New |
| Ancora Advisors, LLC | 232 | $102.4K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 233 | $102.6K | 0.05% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 235 | $103.5K | 0.03% | +8+3.5% | Added |
| Harbour Investments, Inc. | 244 | $107.5K | 0.00% | +158+183.7% | Added |
| AJOVista, LLC | 246 | $108.4K | 0.14% | +246 | New |
| Webster Bank, N. A. | 250 | $110.1K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 252 | $111.0K | 0.01% | −92−26.7% | Reduced |
| Rational Advisors LLC | 254 | $111.9K | 0.01% | −388−60.4% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 263 | $116.0K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 267 | $117.6K | 0.03% | +38+16.6% | Added |
| Tompkins Financial Corp | 280 | $123.3K | 0.01% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 281 | $123.8K | 0.06% | 00.0% | Unchanged |
| Turtle Creek Wealth Advisors, LLC | 282 | $124.2K | 0.04% | +282 | New |
| Kelly Lawrence W & Associates Inc | 283 | $124.7K | 0.03% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 284 | $125.1K | 0.11% | +284 | New |
| Versant Capital Management, Inc | 294 | $129.5K | 0.04% | +4+1.4% | Added |
| Caldwell Trust Co | 295 | $130.0K | 0.02% | −74−20.1% | Reduced |
| Fairfield Financial Advisors, LTD | 295 | $130.0K | 0.05% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 300 | $132.2K | 0.10% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 305 | $134.0K | 0.02% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 314 | $138.3K | 0.02% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 317 | $139.6K | 0.09% | +53+20.1% | Added |
| Icon Wealth Advisors, LLC | 317 | $139.7K | 0.01% | +317 | New |
| Castleview Partners, LLC | 321 | $141.4K | 0.10% | −2−0.6% | Reduced |
| Country Trust Bank | 323 | $142.3K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 324 | $142.7K | 0.06% | 00.0% | Unchanged |
| Security National Bank | 335 | $147.6K | 0.03% | +335 | New |