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 |
|---|---|---|---|---|---|
| Nwam LLC | 717 | $315.9K | 0.03% | +109+17.9% | Added |
| Dumont & Blake Investment Advisors LLC | 717 | $316.0K | 0.10% | +717 | New |
| Burney Co | 720 | $317.2K | 0.01% | −33−4.4% | Reduced |
| M&R Capital Management Inc | 720 | $317.2K | 0.08% | +20+2.9% | Added |
| Patten & Patten Inc | 724 | $318.9K | 0.03% | −150−17.2% | Reduced |
| Osborne Partners Capital Management, LLC | 725 | $319.4K | 0.02% | 00.0% | Unchanged |
| Concord Wealth Partners | 727 | $320.3K | 0.06% | −1,193−62.1% | Reduced |
| ArrowMark Colorado Holdings LLC | 731 | $322.0K | 0.00% | 00.0% | Unchanged |
| Gainplan LLC | 732 | $322.5K | 0.17% | −54−6.9% | Reduced |
| Legacy Advisors, LLC | 735 | $323.8K | 0.04% | +735 | New |
| Capital Planning Advisors, LLC | 736 | $324.2K | 0.06% | +17+2.4% | Added |
| Strategy Asset Managers LLC | 738 | $325.1K | 0.08% | +11+1.5% | Added |
| Integrated Investment Consultants, LLC | 738 | $325.1K | 0.10% | −1−0.1% | Reduced |
| Simmons Bank | 738 | $325.1K | 0.03% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 740 | $326.0K | 0.01% | −208−21.9% | Reduced |
| Capital Advisors, Ltd. LLC | 739 | $326.0K | 0.05% | −22−2.9% | Reduced |
| Ledyard National Bank | 749 | $329.9K | 0.03% | 00.0% | Unchanged |
| Ascent Wealth Partners, LLC | 749 | $329.9K | 0.05% | +8+1.1% | Added |
| Burford Brothers, Inc. | 749 | $329.9K | 0.23% | +749 | New |
| Violich Capital Management, Inc. | 750 | $330.0K | 0.05% | 00.0% | Unchanged |
| Somerset Group LLC | 750 | $330.4K | 0.28% | 00.0% | Unchanged |
| LB Partners LLC | 750 | $330.4K | 0.36% | +750 | New |
| Wealthspire Advisors, LLC | 751 | $330.9K | 0.00% | +134+21.7% | Added |
| Endowment Wealth Management, Inc. | 755 | $332.4K | 0.28% | −8−1.0% | Reduced |
| Mill Creek Capital Advisors, LLC | 761 | $335.2K | 0.01% | −74−8.9% | Reduced |
| LVW Advisors, LLC | 762 | $335.7K | 0.06% | +762 | New |
| Oarsman Capital, Inc. | 763 | $336.1K | 0.09% | +763 | New |
| Anchor Capital Advisors LLC | 766 | $337.4K | 0.01% | −6−0.8% | Reduced |
| Taurus Asset Management, LLC | 766 | $337.4K | 0.04% | 00.0% | Unchanged |
| Optas, LLC | 770 | $339.2K | 0.10% | +49+6.8% | Added |
| Lloyd Advisory Services, LLC. | 770 | $339.4K | 0.16% | +770 | New |
| J. L. Bainbridge & Co., Inc. | 771 | $339.8K | 0.04% | 00.0% | Unchanged |
| Jump Financial, LLC | 772 | $340.1K | 0.01% | −1,366−63.9% | Reduced |
| Family Wealth Group, LLC | 773 | $340.3K | 0.42% | +773 | New |
| Atlantic Trust, LLC | 774 | $341.0K | 0.09% | +774 | New |
| Azimuth Capital Investment Management LLC | 775 | $341.4K | 0.02% | −1−0.1% | Reduced |
| Catalina Capital Group, LLC | 777 | $342.3K | 0.26% | +777 | New |
| Banco BTG Pactual S.A. | 780 | $344.6K | 0.08% | −420−35.0% | Reduced |
| Curi Capital | 792 | $348.9K | 0.05% | −4−0.5% | Reduced |
| Wrapmanager Inc | 793 | $349.3K | 0.10% | −59−6.9% | Reduced |
| Pekin Hardy Strauss, Inc. | 797 | $351.1K | 0.05% | 00.0% | Unchanged |
| Waddell & Associates, LLC | 797 | $351.1K | 0.05% | 00.0% | Unchanged |
| Financial Network Wealth Management LLC | 800 | $352.0K | 0.15% | 00.0% | Unchanged |
| Retirement Solution Inc. | 800 | $352.4K | 0.10% | +800 | New |
| 3Chopt Investment Partners, LLC | 803 | $353.7K | 0.13% | +803 | New |
| Rakuten Investment Management, Inc. | 802 | $354.4K | 0.00% | +802 | New |
| Meridian Investment Counsel Inc. | 805 | $354.6K | 0.12% | 00.0% | Unchanged |
| Change Path, LLC | 805 | $355.0K | 0.02% | +805 | New |
| Childress Capital Advisors, LLC | 806 | $355.1K | 0.11% | +36+4.7% | Added |
| Epic Trust Investment Advisors, LLC | 810 | $356.8K | 0.48% | −20−2.4% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 810 | $356.8K | 0.03% | +353+77.2% | Added |
| Portside Wealth Group, LLC | 812 | $357.7K | 0.07% | +9+1.1% | Added |
| Hoylecohen, LLC | 812 | $357.7K | 0.03% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 814 | $358.6K | 0.09% | +41+5.3% | Added |
| Ironwood Investment Management LLC | 816 | $359.5K | 0.19% | +12+1.5% | Added |
| Acima Private Wealth, LLC | 826 | $363.9K | 0.14% | 00.0% | Unchanged |
| Linscomb & Williams, Inc. | 831 | $365.9K | 0.02% | 00.0% | Unchanged |
| Seeds Investor LLC | 834 | $367.2K | 0.42% | +834 | New |
| Eqis Capital Management, Inc. | 834 | $367.4K | 0.03% | −385−31.6% | Reduced |
| Meadow Creek Wealth Advisors LLC | 836 | $368.4K | 0.36% | +836 | New |
| Sage Mountain Advisors LLC | 841 | $370.5K | 0.04% | −6−0.7% | Reduced |
| Philadelphia Trust Co | 845 | $372.0K | 0.03% | +19+2.3% | Added |
| CoreCap Advisors, LLC | 846 | $372.7K | 0.02% | +846 | New |
| MSH Capital Advisors LLC | 851 | $375.0K | 0.14% | −50−5.5% | Reduced |
| Triad Investment Management | 854 | $376.2K | 0.49% | −8−0.9% | Reduced |
| Reuter James Wealth Management, LLC | 856 | $377.1K | 0.26% | +11+1.3% | Added |
| Riverwater Partners LLC | 857 | $377.5K | 0.30% | 00.0% | Unchanged |
| Onefund, LLC | 857 | $377.5K | 0.49% | +857 | New |
| StrategIQ Financial Group, LLC | 858 | $377.9K | 0.04% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 861 | $379.3K | 0.04% | +861 | New |
| Prosperity Financial Group, Inc. | 867 | $381.9K | 0.27% | +30+3.6% | Added |
| Matthew Goff Investment Advisor, LLC | 868 | $382.4K | 0.08% | 00.0% | Unchanged |
| Bank of Stockton | 875 | $386.7K | 0.13% | −50−5.4% | Reduced |
| Marietta Investment Partners LLC | 878 | $386.8K | 0.10% | +258+41.6% | Added |
| Houlihan Financial Resource Group, Ltd. | 879 | $387.0K | 0.19% | 00.0% | Unchanged |
| Everett Harris & Co | 888 | $391.2K | 0.01% | +8+0.9% | Added |
| Woodline Partners LP | 888 | $391.2K | 0.00% | +888 | New |
| Transamerica Financial Advisors, Inc. | 889 | $392.0K | 0.05% | −244−21.5% | Reduced |
| Cornerstone Wealth Management, LLC | 891 | $392.7K | 0.03% | −47−5.0% | Reduced |
| Private Portfolio Partners LLC | 893 | $393.4K | 0.09% | −100−10.1% | Reduced |
| Integrated Advisors Network LLC | 894 | $394.0K | 0.02% | +72+8.8% | Added |
| Quent Capital, LLC | 897 | $395.3K | 0.05% | +214+31.3% | Added |
| Covenant Asset Management, LLC | 900 | $396.5K | 0.11% | −654−42.1% | Reduced |
| Alta Advisers Ltd | 900 | $396.5K | 0.21% | 00.0% | Unchanged |
| Plotkin Financial Advisors, LLC | 900 | $396.5K | 0.30% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 902 | $397.3K | 0.05% | +902 | New |
| Aspiriant, LLC | 904 | $398.2K | 0.02% | +904 | New |
| Sivia Capital Partners, LLC | 904 | $398.3K | 0.30% | +904 | New |
| LM Advisors LLC | 905 | $398.7K | 0.08% | +905 | New |
| Strategic Blueprint, LLC | 915 | $403.2K | 0.03% | −9−1.0% | Reduced |
| Jackson Square Capital, LLC | 916 | $403.5K | 0.13% | 00.0% | Unchanged |
| Symphony Financial, Ltd. Co. | 927 | $403.8K | 0.09% | −86−8.5% | Reduced |
| Allstate Corp | 917 | $404.0K | 0.03% | −446−32.7% | Reduced |
| Alpha Family Trust | 920 | $405.3K | 0.27% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 921 | $405.7K | 0.05% | +15+1.7% | Added |
| Consolidated Portfolio Review Corp | 926 | $408.1K | 0.09% | +6+0.7% | Added |
| Berry Wealth Group, LP | 935 | $411.9K | 0.38% | +935 | New |
| Gladstone Institutional Advisory LLC | 936 | $412.2K | 0.02% | +109+13.2% | Added |
| Principle Wealth Partners LLC | 938 | $413.2K | 0.04% | −228−19.6% | Reduced |
| Modera Wealth Management, LLC | 938 | $413.3K | 0.01% | +28+3.1% | Added |