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 |
|---|---|---|---|---|---|
| Griffin Asset Management, Inc. | 1,783 | $785.4K | 0.10% | 00.0% | Unchanged |
| Red Spruce Capital, LLC | 1,792 | $789.4K | 0.41% | +40+2.3% | Added |
| Meridian Wealth Partners, LLC | 1,792 | $789.6K | 0.15% | +16+0.9% | Added |
| Lokken Investment Group LLC | 1,794 | $790.3K | 0.45% | +1,794 | New |
| First National Bank of Hutchinson | 1,796 | $791.2K | 0.57% | −6−0.3% | Reduced |
| Woodstock Corp | 1,808 | $796.5K | 0.09% | −705−28.1% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 1,811 | $797.8K | 0.02% | −660−26.7% | Reduced |
| Waldron Private Wealth LLC | 1,818 | $800.9K | 0.04% | 00.0% | Unchanged |
| Radnor Capital Management, LLC | 1,818 | $801.0K | 0.15% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 1,831 | $806.7K | 0.02% | −186−9.2% | Reduced |
| Great Diamond Partners, LLC | 1,832 | $807.1K | 0.20% | −270−12.8% | Reduced |
| Equitable Holdings, Inc. | 1,836 | $808.8K | 0.01% | +1,096+148.1% | Added |
| Financial Advocates Investment Management | 1,845 | $812.7K | 0.05% | +35+1.9% | Added |
| CX Institutional | 1,845 | $812.8K | 0.04% | −50−2.6% | Reduced |
| Townsend Asset Management Corp | 1,845 | $812.9K | 0.37% | −50−2.6% | Reduced |
| Marcum Wealth, LLC | 1,852 | $815.8K | 0.09% | −102−5.2% | Reduced |
| VCI Wealth Management LLC | 1,852 | $815.8K | 0.50% | +1,852 | New |
| Jefferies Financial Group Inc. | 1,853 | $816.3K | 0.01% | +1,853 | New |
| TrinityPoint Wealth, LLC | 1,861 | $820.0K | 0.15% | +6+0.3% | Added |
| Balboa Wealth Partners | 1,864 | $821.2K | 0.27% | +554+42.3% | Added |
| Continuum Advisory, LLC | 1,867 | $822.9K | 0.12% | +18+1.0% | Added |
| Financial Insights, Inc. | 1,879 | $827.7K | 0.26% | +93+5.2% | Added |
| Magnolia Capital Advisors LLC | 1,834 | $833.7K | 0.61% | +119+6.9% | Added |
| GeoWealth Management, LLC | 1,895 | $834.0K | 0.07% | +1,863+5,821.9% | Added |
| Columbus Macro, LLC | 1,898 | $834.1K | 0.33% | +19+1.0% | Added |
| Foster Group, Inc. | 2,292 | $837.6K | 0.05% | 00.0% | Unchanged |
| Ambassador Advisors, LLC | 1,855 | $837.6K | 0.19% | +60+3.3% | Added |
| Strategic Wealth Partners, Ltd. | 1,911 | $841.9K | 0.10% | −524−21.5% | Reduced |
| Guardian Wealth Advisors, LLC | 1,915 | $843.4K | 0.59% | −16−0.8% | Reduced |
| Moors & Cabot, Inc. | 1,920 | $845.7K | 0.05% | +21+1.1% | Added |
| Boothbay Fund Management, LLC | 1,925 | $848.0K | 0.03% | +618+47.3% | Added |
| Dimension Capital Management LLC | 1,929 | $849.8K | 0.18% | +1,929 | New |
| McDonald Partners LLC | 1,940 | $854.6K | 0.25% | +9+0.5% | Added |
| Conning Inc. | 1,940 | $854.6K | 0.03% | −10−0.5% | Reduced |
| Forte Capital LLC | 1,945 | $856.9K | 0.12% | +237+13.9% | Added |
| Douglas Lane & Associates, LLC | 1,953 | $860.3K | 0.01% | −20−1.0% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,953 | $860.3K | 0.03% | +60+3.2% | Added |
| Bowman & Co S.C. | 1,955 | $863.3K | 0.60% | +114+6.2% | Added |
| Claro Advisors LLC | 1,968 | $867.0K | 0.19% | +7+0.4% | Added |
| Lazard Freres Gestion S.A.S. | 2,405 | $868.0K | 0.02% | +120+5.3% | Added |
| Strengthening Families & Communities, LLC | 1,984 | $874.0K | 0.61% | +94+5.0% | Added |
| Center for Financial Planning, Inc. | 1,998 | $880.2K | 0.16% | 00.0% | Unchanged |
| Quest Partners LLC | 2,004 | $882.8K | 0.19% | +2,004 | New |
| Mitchell Sinkler & Starr | 2,009 | $885.0K | 0.16% | +560+38.6% | Added |
| Prestige Wealth Management Group LLC | 2,023 | $891.2K | 0.20% | +183+9.9% | Added |
| NorthCrest Asset Manangement, LLC | 2,025 | $892.1K | 0.03% | +111+5.8% | Added |
| Mission Wealth Management, LP | 2,028 | $893.3K | 0.03% | +203+11.1% | Added |
| Summit Trail Advisors, LLC | 2,042 | $899.5K | 0.03% | −92−4.3% | Reduced |
| Monterey Private Wealth, Inc. | 2,044 | $900.2K | 0.41% | +101+5.2% | Added |
| Rockline Wealth Management, LLC | 2,049 | $902.8K | 0.38% | +2,049 | New |
| Legacy Capital Wealth Partners, LLC | 2,051 | $903.5K | 0.26% | +69+3.5% | Added |
| Trillium Asset Management, LLC | 2,056 | $906.0K | 0.02% | 00.0% | Unchanged |
| Arthur M. Cohen & Associates, LLC | 2,068 | $911.0K | 0.21% | −25−1.2% | Reduced |
| Thoroughbred Financial Services, LLC | 2,086 | $918.0K | 0.07% | −114−5.2% | Reduced |
| Formidable Asset Management, LLC | 2,089 | $920.2K | 0.20% | −74−3.4% | Reduced |
| Two Sigma Investments, LP | 2,100 | $925.1K | 0.00% | +2,100 | New |
| RMR Wealth Builders | 2,104 | $926.9K | 0.13% | +382+22.2% | Added |
| Prospera Financial Services Inc | 2,106 | $927.7K | 0.03% | −48−2.2% | Reduced |
| United Asset Strategies, Inc. | 2,123 | $935.3K | 0.11% | +169+8.6% | Added |
| Aptus Capital Advisors, LLC | 2,124 | $935.7K | 0.03% | +77+3.8% | Added |
| Lindbrook Capital, LLC | 2,132 | $939.2K | 0.09% | +348+19.5% | Added |
| Sonnipe Ltd | 2,138 | $941.8K | 0.12% | 00.0% | Unchanged |
| We Are One Seven, LLC | 2,142 | $943.6K | 0.05% | −402−15.8% | Reduced |
| Summit Global Investments | 2,147 | $946.0K | 0.06% | +350+19.5% | Added |
| Colonial Trust Co | 2,163 | $953.0K | 0.20% | −65−2.9% | Reduced |
| Rehmann Capital Advisory Group | 2,165 | $953.9K | 0.08% | +201+10.2% | Added |
| Chicago Trust Co NA | 2,182 | $961.2K | 0.21% | −180−7.6% | Reduced |
| Entropy Technologies, LP | 2,187 | $963.4K | 0.18% | +2,187 | New |
| Heritage Trust Co | 2,194 | $966.5K | 0.14% | −70−3.1% | Reduced |
| Tritonpoint Wealth, LLC | 2,199 | $968.7K | 0.09% | +2,199 | New |
| Morningstar Investment Services LLC | 2,211 | $977.0K | 0.01% | +1,234+126.3% | Added |
| Grant/GrossMendelsohn, LLC | 2,190 | $978.1K | 0.40% | 00.0% | Unchanged |
| GSG Advisors LLC | 2,277 | $978.7K | 0.37% | +26+1.2% | Added |
| Foundations Investment Advisors, LLC | 2,142 | $979.6K | 0.03% | +19+0.9% | Added |
| Syon Capital LLC | 2,240 | $986.9K | 0.10% | +657+41.5% | Added |
| Shepherd Financial Partners LLC | 2,243 | $988.1K | 0.14% | −5−0.2% | Reduced |
| Morse Asset Management, Inc | 2,246 | $989.0K | 0.29% | −3,671−62.0% | Reduced |
| MEMBERS Trust Co | 2,259 | $998.1K | 0.03% | 00.0% | Unchanged |
| Hohimer Wealth Management, LLC | 2,281 | $1.00M | 0.25% | −176−7.2% | Reduced |
| City Holding Co | 2,286 | $1.01M | 0.16% | +227+11.0% | Added |
| Legato Capital Management LLC | 2,290 | $1.01M | 0.13% | 00.0% | Unchanged |
| Tranquility Partners, LLC | 2,297 | $1.01M | 0.42% | −6−0.3% | Reduced |
| Howe & Rusling Inc | 2,297 | $1.01M | 0.11% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 2,304 | $1.01M | 0.48% | +2,304 | New |
| Verition Fund Management LLC | 2,306 | $1.02M | 0.01% | −510−18.1% | Reduced |
| Gryphon Financial Partners LLC | 2,354 | $1.02M | 0.18% | +1,014+75.7% | Added |
| Wade G W & Inc | 2,311 | $1.02M | 0.03% | +18+0.8% | Added |
| First National Corp | 2,324 | $1.02M | 0.25% | +14+0.6% | Added |
| Charter Trust Co | 2,336 | $1.03M | 0.08% | +463+24.7% | Added |
| Accretive Wealth Partners, LLC | 2,348 | $1.03M | 0.50% | −18−0.8% | Reduced |
| Rossmore Private Capital | 2,360 | $1.04M | 0.15% | +80+3.5% | Added |
| Schmidt P J Investment Management Inc | 2,329 | $1.04M | 0.21% | +53+2.3% | Added |
| Palumbo Wealth Management LLC | 2,361 | $1.04M | 0.53% | +5+0.2% | Added |
| Westmount Partners, LLC | 2,362 | $1.04M | 0.42% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 2,366 | $1.04M | 0.07% | +1,203+103.4% | Added |
| Channing Global Advisors, LLC | 2,371 | $1.04M | 0.82% | +32+1.4% | Added |
| ERn Financial, LLC | 2,381 | $1.05M | 0.20% | +63+2.7% | Added |
| Capital Analysts, LLC | 2,406 | $1.06M | 0.05% | −50−2.0% | Reduced |
| Founders Financial Securities LLC | 2,442 | $1.08M | 0.12% | +847+53.1% | Added |
| BluePath Capital Management, LLC | 2,487 | $1.08M | 0.95% | +59+2.4% | Added |