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 |
|---|---|---|---|---|---|
| Royal Capital Wealth Management, LLC | 1,300 | $572.7K | 0.50% | 00.0% | Unchanged |
| Ghe, LLC | 9,050 | $575.0K | 0.36% | −3,994−30.6% | Reduced |
| Camden Capital, LLC | 1,306 | $575.3K | 0.06% | +204+18.5% | Added |
| Trust Point Inc. | 1,311 | $577.5K | 0.05% | +1,311 | New |
| SFM, LLC | 1,318 | $580.8K | 0.48% | +1,318 | New |
| Richard W. Paul & Associates, LLC | 1,319 | $581.0K | 0.24% | −50−3.7% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 1,321 | $581.9K | 0.27% | +44+3.4% | Added |
| Tilt Investment Management Holdings, PBC | 1,327 | $584.6K | 0.63% | −439−24.9% | Reduced |
| Ferguson Wellman Capital Management, Inc | 1,332 | $586.8K | 0.01% | −444−25.0% | Reduced |
| Catalytic Wealth RIA, LLC | 1,343 | $591.6K | 0.27% | +1,343 | New |
| Smartleaf Asset Management LLC | 1,330 | $594.4K | 0.16% | +1,330 | New |
| United Community Bank | 1,350 | $594.7K | 0.25% | −10−0.7% | Reduced |
| Meritage Portfolio Management | 1,350 | $595.0K | 0.04% | −13−1.0% | Reduced |
| Hollencrest Capital Management | 1,351 | $595.0K | 0.06% | 00.0% | Unchanged |
| WMS Partners, LLC | 1,355 | $596.9K | 0.04% | +366+37.0% | Added |
| Allworth Financial LP | 1,356 | $597.5K | 0.00% | +24+1.8% | Added |
| Verdence Capital Advisors LLC | 1,359 | $598.5K | 0.06% | +55+4.2% | Added |
| XTX Topco Ltd | 1,361 | $599.5K | 0.13% | −128−8.6% | Reduced |
| Everhart Financial Group, Inc. | 1,369 | $603.1K | 0.21% | +610+80.4% | Added |
| Naples Global Advisors, LLC | 1,374 | $605.3K | 0.07% | 00.0% | Unchanged |
| Relyea Zuckerberg Hanson LLC | 1,382 | $608.9K | 0.12% | −131−8.7% | Reduced |
| Wolverine Trading, LLC | 1,387 | $611.0K | 0.00% | +1,387 | New |
| IHT Wealth Management, LLC | 1,389 | $611.7K | 0.03% | +259+22.9% | Added |
| Teza Capital Management LLC | 1,395 | $614.5K | 0.10% | +1,395 | New |
| Mutual Advisors, LLC | 1,396 | $615.2K | 0.02% | +60+4.5% | Added |
| Nicholas Hoffman & Company, LLC. | 1,402 | $617.7K | 0.04% | −16−1.1% | Reduced |
| Partners Capital Investment Group, LLP | 1,407 | $619.8K | 0.01% | −180−11.3% | Reduced |
| Alpha Cubed Investments, LLC | 1,409 | $620.6K | 0.03% | −84−5.6% | Reduced |
| Navellier & Associates Inc | 1,426 | $628.2K | 0.09% | +1,426 | New |
| Quintet Private Bank (Europe) S.A. | 1,431 | $630.4K | 0.04% | −1,487−51.0% | Reduced |
| Avestar Capital, LLC | 1,431 | $630.4K | 0.08% | +66+4.8% | Added |
| Heritage Wealth Management, Inc./Texas | 1,439 | $633.9K | 0.45% | −146−9.2% | Reduced |
| Prossimo Advisors, LLC | 1,439 | $634.0K | 1.34% | +19+1.3% | Added |
| Leavell Investment Management, Inc. | 1,442 | $635.0K | 0.04% | +168+13.2% | Added |
| J. W. Coons Advisors, LLC | 1,443 | $635.7K | 0.17% | 00.0% | Unchanged |
| Buttonwood Financial Advisors Inc. | 1,443 | $635.8K | 0.35% | −24−1.6% | Reduced |
| Graypoint LLC | 1,449 | $638.3K | 0.05% | +241+20.0% | Added |
| Michael B. Yongue | 1,450 | $638.8K | 0.57% | −81−5.3% | Reduced |
| Vestmark Advisory Solutions, Inc. | 1,451 | $639.3K | 0.03% | −30−2.0% | Reduced |
| New Hampshire Trust | 1,456 | $641.4K | 0.15% | 00.0% | Unchanged |
| Hoxton Planning & Management, LLC | 1,467 | $646.0K | 0.34% | −75−4.9% | Reduced |
| Dana Investment Advisors, Inc. | 1,470 | $647.6K | 0.03% | +256+21.1% | Added |
| Independence Bank of Kentucky | 1,487 | $655.1K | 0.23% | +25+1.7% | Added |
| Nova R Wealth, Inc. | 1,492 | $657.1K | 0.41% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 1,490 | $658.0K | 0.04% | −313−17.4% | Reduced |
| Oak Harbor Wealth Partners, LLC | 1,496 | $659.2K | 0.22% | −251−14.4% | Reduced |
| Spinnaker Trust | 1,497 | $659.5K | 0.04% | 00.0% | Unchanged |
| Golden State Equity Partners | 1,504 | $662.5K | 0.16% | +261+21.0% | Added |
| Dividend Assets Capital, LLC | 1,511 | $666.0K | 0.13% | −233−13.4% | Reduced |
| Arkadios Wealth Advisors | 1,523 | $671.1K | 0.06% | +87+6.1% | Added |
| Johnson Financial Group, Inc. | 1,529 | $673.6K | 0.04% | +738+93.3% | Added |
| Bollard Group LLC | 1,530 | $674.0K | 0.02% | +1,500+5,000.0% | Added |
| Stonebrook Private Inc. | 1,532 | $674.7K | 0.23% | +1,532 | New |
| Elevated Capital Advisors, LLC | 1,534 | $675.8K | 0.21% | +120+8.5% | Added |
| FineMark National Bank & Trust | 1,537 | $677.1K | 0.03% | +15+1.0% | Added |
| Point Break Capital Management, LLC | 1,540 | $678.4K | 0.85% | +1,540 | New |
| Moseley Investment Management Inc | 1,570 | $691.4K | 0.38% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,900 | $694.0K | 0.01% | +208+12.3% | Added |
| Edgestream Partners, L.P. | 1,581 | $696.5K | 0.05% | −2,441−60.7% | Reduced |
| CoreFirst Bank & Trust | 1,594 | $702.2K | 0.47% | 00.0% | Unchanged |
| Kendall Capital Management | 1,595 | $702.6K | 0.27% | −40−2.4% | Reduced |
| Lincoln National Corp | 1,595 | $702.7K | 0.01% | +14+0.9% | Added |
| ORG Partners LLC | 1,595 | $702.7K | 0.12% | +165+11.5% | Added |
| Beach Investment Counsel Inc | 1,600 | $705.0K | 0.09% | 00.0% | Unchanged |
| PDS Planning, Inc | 1,604 | $706.6K | 0.08% | +18+1.1% | Added |
| Steward Partners Investment Solutions, LLC | 1,605 | $707.0K | 0.29% | +1,605 | New |
| Fidelis Capital Partners, LLC | 1,609 | $708.8K | 0.16% | +200+14.2% | Added |
| RiverPark Advisors, LLC | 1,615 | $711.4K | 0.66% | −130−7.4% | Reduced |
| Circle Wealth Management, LLC | 1,615 | $711.6K | 0.02% | −155−8.8% | Reduced |
| Virtue Capital Management, LLC | 1,668 | $713.0K | 0.14% | −63−3.6% | Reduced |
| Baron Wealth Management LLC | 1,626 | $716.3K | 0.39% | +7+0.4% | Added |
| PAX Financial Group, LLC | 1,642 | $717.0K | 0.15% | −193−10.5% | Reduced |
| Ramirez Asset Management, Inc. | 1,629 | $717.6K | 0.15% | 00.0% | Unchanged |
| Hancock Whitney Corp | 1,634 | $719.8K | 0.03% | −53−3.1% | Reduced |
| Ironwood Investment Counsel, LLC | 1,635 | $720.4K | 0.13% | 00.0% | Unchanged |
| WSFS Capital Management, LLC | 1,636 | $720.7K | 0.04% | +146+9.8% | Added |
| Stonegate Investment Group, LLC | 1,654 | $728.7K | 0.02% | +144+9.5% | Added |
| My Legacy Advisors, LLC | 1,687 | $732.5K | 0.26% | +31+1.9% | Added |
| Premier Path Wealth Partners, LLC | 1,663 | $732.6K | 0.16% | +1,663 | New |
| Fulton Bank, N.A. | 1,664 | $733.0K | 0.03% | +44+2.7% | Added |
| Redwood Investment Management, LLC | 1,645 | $738.0K | 0.07% | −17,305−91.3% | Reduced |
| Arcadia Investment Management Corp | 1,680 | $740.1K | 0.14% | 00.0% | Unchanged |
| Sepio Capital, LP | 1,683 | $741.5K | 0.06% | −40−2.3% | Reduced |
| Opal Wealth Advisors, LLC | 1,693 | $745.8K | 0.29% | +10+0.6% | Added |
| Foster Dykema Cabot & Partners, LLC | 1,698 | $748.0K | 0.08% | +1,698 | New |
| Fukoku Mutual Life Insurance Co | 1,700 | $748.9K | 0.06% | −90−5.0% | Reduced |
| Israel Discount Bank of New York | 1,700 | $748.9K | 0.59% | 00.0% | Unchanged |
| Waters Parkerson & Co., LLC | 1,700 | $749.0K | 0.04% | −16−0.9% | Reduced |
| Sunflower Bank, N.A. | 1,727 | $760.8K | 0.17% | +26+1.5% | Added |
| Davidson Trust Co | 1,729 | $761.7K | 0.49% | −30−1.7% | Reduced |
| Covenant Partners, LLC | 1,735 | $764.3K | 0.24% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 1,737 | $765.0K | 0.08% | −84−4.6% | Reduced |
| Aspire Wealth Management Corp | 1,739 | $766.1K | 0.52% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 1,739 | $766.1K | 0.03% | +47+2.8% | Added |
| Mendel Capital Management LLC | 1,741 | $766.8K | 0.55% | −21−1.2% | Reduced |
| Jacobsen Capital Management | 1,752 | $771.8K | 0.39% | −320−15.4% | Reduced |
| 9258 Wealth Management, LLC | 1,758 | $774.4K | 0.14% | +410+30.4% | Added |
| Guidance Capital, Inc | 1,782 | $777.5K | 0.31% | +207+13.1% | Added |
| Prudent Man Advisors, LLC | 1,769 | $779.3K | 0.29% | −110−5.9% | Reduced |
| Ninepoint Partners LP | 1,777 | $782.8K | 0.11% | +140+8.6% | Added |