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 |
|---|---|---|---|---|---|
| Winthrop Capital Management, LLC | 944 | $416.0K | 0.14% | +944 | New |
| Fiduciary Group LLC | 950 | $418.5K | 0.05% | 00.0% | Unchanged |
| Cornerstone Wealth Advisors, Inc. | 955 | $420.7K | 0.14% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 956 | $421.1K | 0.37% | +956 | New |
| Commerzbank Aktiengesellschaft | 957 | $422.0K | 0.02% | +183+23.6% | Added |
| Global X Japan Co., Ltd. | 964 | $424.7K | 0.24% | +964 | New |
| Regent Peak Wealth Advisors LLC | 966 | $425.5K | 0.12% | +11+1.2% | Added |
| Lakeview Capital Partners, LLC | 973 | $428.4K | 0.08% | +76+8.5% | Added |
| CNB Bank | 980 | $431.7K | 0.23% | +45+4.8% | Added |
| Crestmont Private Wealth LLC | 986 | $434.4K | 0.22% | −31−3.0% | Reduced |
| Parkside Financial Bank & Trust | 986 | $434.4K | 0.08% | +312+46.3% | Added |
| SeaCrest Wealth Management, LLC | 1,017 | $435.2K | 0.05% | −95−8.5% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 988 | $435.2K | 0.03% | +97+10.9% | Added |
| Keel Point, LLC | 988 | $435.4K | 0.05% | +70+7.6% | Added |
| Drive Wealth Management, LLC | 998 | $439.4K | 0.14% | +46+4.8% | Added |
| Catalyst Financial Partners LLC | 999 | $440.1K | 0.12% | +50+5.3% | Added |
| Ayrshire Capital Management LLC | 1,000 | $440.5K | 0.25% | −4−0.4% | Reduced |
| Community Bank, N.A. | 1,001 | $440.9K | 0.06% | −25−2.4% | Reduced |
| Headinvest, LLC | 1,002 | $441.4K | 0.09% | 00.0% | Unchanged |
| LGT Fund Management Co Ltd. | 1,000 | $441.8K | 0.19% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 1,014 | $446.7K | 0.06% | 00.0% | Unchanged |
| Embree Financial Group | 1,016 | $447.4K | 0.09% | +1,016 | New |
| West Family Investments, Inc. | 1,020 | $449.3K | 0.15% | +61+6.4% | Added |
| KC Investment Advisors, LLC | 1,022 | $450.2K | 0.27% | −142−12.2% | Reduced |
| Emerald Advisers, LLC | 1,023 | $450.7K | 0.02% | −6−0.6% | Reduced |
| Rosenblum Silverman Sutton S F Inc | 1,024 | $450.9K | 0.14% | 00.0% | Unchanged |
| Abbrea Capital, LLC | 1,027 | $452.0K | 0.06% | +130+14.5% | Added |
| L2 Asset Management, LLC | 1,030 | $453.7K | 0.19% | +457+79.8% | Added |
| Carnegie Capital Asset Management, LLC | 1,035 | $455.9K | 0.02% | −24−2.3% | Reduced |
| Chicago Partners Investment Group LLC | 1,023 | $456.3K | 0.02% | −53−4.9% | Reduced |
| Callan Capital, LLC | 1,042 | $459.0K | 0.04% | −97−8.5% | Reduced |
| Orrstown Financial Services Inc | 1,042 | $459.0K | 0.37% | +1,042 | New |
| WR Wealth Planners, LLC | 1,051 | $463.0K | 0.17% | +1+0.1% | Added |
| West Michigan Advisors, LLC | 1,060 | $467.0K | 0.18% | +41+4.0% | Added |
| Proficio Capital Partners LLC | 1,062 | $467.7K | 0.06% | +84+8.6% | Added |
| DRW Securities, LLC | 1,062 | $467.8K | 0.01% | −4,715−81.6% | Reduced |
| PFG Investments, LLC | 1,065 | $469.2K | 0.09% | −49−4.4% | Reduced |
| Wallace Advisory Group, LLC | 1,285 | $469.6K | 0.37% | −131−9.3% | Reduced |
| ICW Investment Advisors LLC | 1,067 | $470.1K | 0.23% | +10+0.9% | Added |
| Welch & Forbes LLC | 1,070 | $471.4K | 0.01% | −272−20.3% | Reduced |
| Elgethun Capital Management | 1,083 | $477.2K | 0.14% | 00.0% | Unchanged |
| Shulman DeMeo Asset Management LLC | 1,085 | $478.1K | 0.14% | +5+0.5% | Added |
| Invenio Wealth Partners LLC | 1,097 | $483.3K | 0.35% | −115−9.5% | Reduced |
| JGP Global Gestao de Recursos Ltda. | 1,100 | $484.6K | 0.47% | +1,100 | New |
| Oak Thistle LLC | 1,110 | $489.0K | 0.14% | −3,549−76.2% | Reduced |
| Legacy Financial Advisors, Inc. | 1,112 | $490.0K | 0.09% | +6+0.5% | Added |
| Motiv8 Investments LLC | 1,112 | $490.0K | 0.44% | +1,112 | New |
| Smith Shellnut Wilson LLC | 1,114 | $490.7K | 0.28% | −23−2.0% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 1,117 | $492.1K | 0.04% | +15+1.4% | Added |
| Everpar Advisors LLC | 1,121 | $493.8K | 0.23% | +1,121 | New |
| Applied Capital LLC | 1,122 | $494.3K | 0.45% | −149−11.7% | Reduced |
| One Wealth Advisors, LLC | 1,124 | $495.1K | 0.10% | +8+0.7% | Added |
| Centerpoint Advisors, LLC | 1,127 | $496.0K | 0.19% | −104−8.4% | Reduced |
| First Affirmative Financial Network | 1,130 | $497.8K | 0.40% | −45−3.8% | Reduced |
| Beacon Bridge Wealth Partners, LLC | 1,134 | $499.4K | 0.25% | +1+0.1% | Added |
| 1776 Wealth LLC | 1,134 | $499.6K | 0.25% | 00.0% | Unchanged |
| Nilsine Partners, LLC | 1,144 | $504.0K | 0.08% | −348−23.3% | Reduced |
| Procyon Private Wealth Partners, LLC | 1,145 | $504.6K | 0.04% | +135+13.4% | Added |
| Coho Partners, Ltd. | 1,149 | $506.2K | 0.01% | +1,149 | New |
| CWS Financial Advisors, LLC | 1,149 | $506.2K | 0.19% | −143−11.1% | Reduced |
| Gilbert & Cook, Inc. | 1,152 | $507.3K | 0.07% | +83+7.8% | Added |
| First Interstate Bank | 1,155 | $508.8K | 0.04% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 1,163 | $512.1K | 0.06% | −44−3.6% | Reduced |
| Wesbanco Bank Inc | 1,163 | $512.3K | 0.03% | −226−16.3% | Reduced |
| TCG Advisory Services, LLC | 1,163 | $512.3K | 0.04% | +1,163 | New |
| Tilia Fiduciary Partners, Inc. | 1,169 | $515.0K | 0.48% | −22−1.8% | Reduced |
| Waterloo Capital, L.P. | 1,170 | $515.4K | 0.08% | +1,170 | New |
| LWM Advisory Services, LLC | 1,173 | $516.7K | 0.45% | −14−1.2% | Reduced |
| Institute for Wealth Management, LLC. | 1,174 | $517.2K | 0.08% | +16+1.4% | Added |
| Sigma Planning Corp | 1,176 | $518.0K | 0.04% | −698−37.2% | Reduced |
| Heritage Wealth Management, LLC | 1,180 | $519.8K | 0.28% | +1,180 | New |
| GAMMA Investing LLC | 1,160 | $519.9K | 0.14% | +1,160 | New |
| Point72 Europe (London) LLP | 1,183 | $521.1K | 0.07% | +1,183 | New |
| Harbor Investment Advisory, LLC | 1,184 | $521.6K | 0.06% | +144+13.8% | Added |
| Ameritas Advisory Services, LLC | 1,193 | $521.7K | 0.03% | +113+10.5% | Added |
| U.S. Capital Wealth Advisors, LLC | 1,185 | $521.8K | 0.02% | −6−0.5% | Reduced |
| Fifth Third Wealth Advisors LLC | 1,191 | $524.7K | 0.17% | +3+0.3% | Added |
| Smithfield Trust Co | 1,200 | $525.0K | 0.03% | +31+2.7% | Added |
| Level Four Advisory Services, LLC | 1,199 | $528.2K | 0.03% | +18+1.5% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 1,200 | $528.6K | 0.22% | −400−25.0% | Reduced |
| Lombard Odier Asset Management (USA) Corp | 1,200 | $528.6K | 0.08% | 00.0% | Unchanged |
| Magellan Asset Management Ltd | 1,205 | $530.8K | 0.01% | +26+2.2% | Added |
| Engineers Gate Manager LP | 1,214 | $534.8K | 0.02% | −15,793−92.9% | Reduced |
| Joule Financial, LLC | 1,218 | $536.6K | 0.25% | 00.0% | Unchanged |
| Westwood Holdings Group Inc. | 1,220 | $537.0K | 0.00% | −26−2.1% | Reduced |
| Simon Quick Advisors, LLC | 1,226 | $540.1K | 0.05% | +14+1.2% | Added |
| Wambolt & Associates, LLC | 1,229 | $541.4K | 0.18% | −53−4.1% | Reduced |
| Moneta Group Investment Advisors LLC | 1,230 | $542.0K | 0.01% | +45+3.8% | Added |
| Mesirow Financial Investment Management, Inc. | 1,231 | $542.1K | 0.02% | +1,231 | New |
| Founders Financial Alliance, LLC | 1,240 | $546.3K | 0.21% | +42+3.5% | Added |
| Country Club Bank | 1,238 | $547.0K | 0.04% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 1,245 | $548.4K | 0.27% | +1,245 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 1,246 | $548.9K | 0.06% | +98+8.5% | Added |
| Axxcess Wealth Management, LLC | 1,253 | $552.1K | 0.02% | −443−26.1% | Reduced |
| Capital Asset Advisory Services LLC | 1,253 | $552.1K | 0.03% | −298−19.2% | Reduced |
| Little House Capital LLC | 1,270 | $559.5K | 0.20% | +1,270 | New |
| Carlson Capital Management | 1,277 | $562.5K | 0.03% | +129+11.2% | Added |
| Trueblood Wealth Management, LLC | 1,284 | $565.6K | 0.35% | +1,284 | New |
| Insigneo Advisory Services, LLC | 1,290 | $568.3K | 0.08% | +614+90.8% | Added |
| Leo Wealth, LLC | 1,296 | $568.6K | 0.06% | +1,296 | New |