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 |
|---|---|---|---|---|---|
| Wintrust Investments LLC | 2,463 | $1.08M | 0.11% | −859−25.9% | Reduced |
| Colony Group, LLC | 2,471 | $1.09M | 0.01% | +2,471 | New |
| Forum Financial Management, LP | 2,496 | $1.10M | 0.02% | +124+5.2% | Added |
| Thrive Wealth Management, LLC | 2,504 | $1.10M | 0.25% | −57−2.2% | Reduced |
| Outlook Wealth Advisors, LLC | 2,505 | $1.10M | 0.39% | 00.0% | Unchanged |
| Beaumont Financial Advisors, LLC | 2,507 | $1.10M | 0.10% | −16−0.6% | Reduced |
| Pinnacle Associates Ltd | 2,517 | $1.11M | 0.02% | +387+18.2% | Added |
| Daymark Wealth Partners, LLC | 2,536 | $1.12M | 0.07% | −262−9.4% | Reduced |
| Highview Capital Management LLC | 2,555 | $1.13M | 0.60% | +13+0.5% | Added |
| UniSuper Management Pty Ltd | 2,560 | $1.13M | 0.01% | +160+6.7% | Added |
| Gilliland Jeter Wealth Management LLC | 2,572 | $1.13M | 0.47% | +2,572 | New |
| JPL Wealth Management, LLC | 2,584 | $1.14M | 0.82% | +2,584 | New |
| Lincoln Capital LLC | 2,591 | $1.14M | 0.28% | −60−2.3% | Reduced |
| Flputnam Investment Management Co | 2,591 | $1.14M | 0.03% | +25+1.0% | Added |
| NBC Securities, Inc. | 2,619 | $1.15M | 0.12% | −37−1.4% | Reduced |
| Marshall Financial Group LLC | 2,626 | $1.16M | 0.37% | −11−0.4% | Reduced |
| Jacobi Capital Management LLC | 2,640 | $1.16M | 0.12% | +49+1.9% | Added |
| Pflug Koory, LLC | 2,668 | $1.18M | 0.62% | 00.0% | Unchanged |
| Mezzasalma Advisors, LLC | 2,695 | $1.19M | 0.65% | −300−10.0% | Reduced |
| Conestoga Capital Advisors, LLC | 2,702 | $1.19M | 0.02% | −100−3.6% | Reduced |
| Moore Capital Management, LP | 2,703 | $1.19M | 0.03% | +2,703 | New |
| Kanawha Capital Management LLC | 2,733 | $1.20M | 0.11% | −7−0.3% | Reduced |
| Central Valley Advisors, LLC | 2,747 | $1.21M | 0.71% | +2,747 | New |
| Ingalls & Snyder LLC | 2,755 | $1.21M | 0.06% | 00.0% | Unchanged |
| Quotient Wealth Partners, LLC | 2,756 | $1.21M | 0.05% | +2,756 | New |
| Machina Capital S.A.S. | 2,760 | $1.22M | 0.79% | −343−11.1% | Reduced |
| Pensionmark Financial Group, LLC | 2,771 | $1.22M | 0.16% | +2,771 | New |
| NorthRock Partners, LLC | 2,772 | $1.22M | 0.05% | +1,257+83.0% | Added |
| Intech Investment Management LLC | 2,777 | $1.22M | 0.02% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 2,788 | $1.23M | 0.53% | +898+47.5% | Added |
| Aaron Wealth Advisors | 2,792 | $1.23M | 0.20% | +47+1.7% | Added |
| Geller Advisors LLC | 2,836 | $1.25M | 0.12% | +55+2.0% | Added |
| Lee Financial Co | 2,855 | $1.26M | 0.22% | −2−0.1% | Reduced |
| Western Wealth Management, LLC | 2,865 | $1.26M | 0.09% | +590+25.9% | Added |
| Exchange Capital Management, Inc. | 2,876 | $1.27M | 0.23% | −69−2.3% | Reduced |
| Relative Value Partners Group, LLC | 2,883 | $1.27M | 0.08% | −105−3.5% | Reduced |
| Balentine LLC | 2,893 | $1.27M | 0.04% | −175−5.7% | Reduced |
| AdvisorNet Financial, Inc | 2,894 | $1.27M | 0.12% | +19+0.7% | Added |
| WoodTrust Financial Corp | 2,908 | $1.28M | 0.22% | −95−3.2% | Reduced |
| Evergreen Capital Management LLC | 2,908 | $1.28M | 0.05% | −32−1.1% | Reduced |
| GM Advisory Group, Inc. | 2,909 | $1.28M | 0.10% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 2,913 | $1.28M | 0.02% | −590−16.8% | Reduced |
| Centiva Capital, LP | 2,945 | $1.30M | 0.08% | +2,130+261.3% | Added |
| Harbert Fund Advisors, Inc. | 2,945 | $1.30M | 0.89% | +2,945 | New |
| Trust Co of Oklahoma | 2,969 | $1.31M | 0.49% | −205−6.5% | Reduced |
| Keebeck Wealth Management, LLC | 2,993 | $1.32M | 0.22% | −80−2.6% | Reduced |
| Steel Peak Wealth Management LLC | 3,000 | $1.32M | 0.08% | +500+20.0% | Added |
| Wedmont Private Capital | 3,069 | $1.33M | 0.11% | +168+5.8% | Added |
| Snider Financial Group | 3,011 | $1.33M | 0.61% | +3,011 | New |
| Perigon Wealth Management, LLC | 3,039 | $1.34M | 0.04% | +245+8.8% | Added |
| Pinnacle Wealth Planning Services, Inc. | 3,043 | $1.34M | 0.21% | +63+2.1% | Added |
| Diversified Trust Co | 3,046 | $1.34M | 0.05% | −15,487−83.6% | Reduced |
| FDx Advisors, Inc. | 3,046 | $1.34M | 0.10% | −539−15.0% | Reduced |
| Dorsey & Whitney Trust CO LLC | 3,047 | $1.34M | 0.10% | −123−3.9% | Reduced |
| Alpine Woods Capital Investors, LLC | 3,050 | $1.34M | 0.20% | +3,050 | New |
| Clarius Group, LLC | 3,052 | $1.34M | 0.11% | −288−8.6% | Reduced |
| Transatlantique Private Wealth LLC | 3,100 | $1.34M | 0.63% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 3,069 | $1.35M | 0.11% | +3,069 | New |
| Checchi Capital Advisers, LLC | 3,081 | $1.36M | 0.11% | −185−5.7% | Reduced |
| Brighton Jones LLC | 3,105 | $1.37M | 0.06% | −32−1.0% | Reduced |
| Abundance Wealth Counselors | 3,108 | $1.37M | 0.36% | −4−0.1% | Reduced |
| Canandaigua National Bank & Trust Co | 3,111 | $1.37M | 0.21% | −2−0.1% | Reduced |
| Ellevest, Inc. | 3,133 | $1.38M | 0.09% | −49−1.5% | Reduced |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 3,150 | $1.39M | 0.00% | −1,445−31.4% | Reduced |
| Citizens Financial Group Inc | 3,172 | $1.40M | 0.05% | +1,115+54.2% | Added |
| MAI Capital Management | 3,184 | $1.40M | 0.02% | +45+1.4% | Added |
| First Trust Bank, Ltd. | 3,200 | $1.41M | 1.95% | +3,200 | New |
| Platform Technology Partners | 3,285 | $1.41M | 0.55% | +314+10.6% | Added |
| Guardian Capital LP | 3,215 | $1.42M | 0.05% | −15−0.5% | Reduced |
| River Wealth Advisors LLC | 3,222 | $1.42M | 0.23% | −70−2.1% | Reduced |
| Venturi Wealth Management, LLC | 3,252 | $1.43M | 0.10% | −95−2.8% | Reduced |
| Redwood Investments, LLC | 3,255 | $1.43M | 0.37% | −623−16.1% | Reduced |
| Anchor Investment Management, LLC | 3,259 | $1.44M | 0.16% | −1,313−28.7% | Reduced |
| Summit Financial, LLC | 3,262 | $1.44M | 0.09% | +29+0.9% | Added |
| Integrated Wealth Concepts LLC | 3,291 | $1.45M | 0.02% | −1,868−36.2% | Reduced |
| HighPoint Advisor Group LLC | 3,472 | $1.45M | 0.10% | +3,472 | New |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 3,323 | $1.46M | 0.67% | −919−21.7% | Reduced |
| Csenge Advisory Group | 3,338 | $1.47M | 0.09% | +206+6.6% | Added |
| BancorpSouth Bank | 3,340 | $1.47M | 0.12% | −80−2.3% | Reduced |
| Cary Street Partner Investment Advisory LLC | 3,343 | $1.47M | 0.07% | +1,233+58.4% | Added |
| Fosun International Ltd | 3,360 | $1.48M | 0.30% | −70−2.0% | Reduced |
| Fiduciary Family Office, LLC | 3,361 | $1.48M | 0.65% | +3,361 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,345 | $1.50M | 0.01% | −234−6.5% | Reduced |
| Fort Point Capital Partners LLC | 3,413 | $1.50M | 0.23% | +6+0.2% | Added |
| Proequities, Inc. | 3,418 | $1.51M | 0.11% | +35+1.0% | Added |
| Cigna Investments Inc | 3,434 | $1.51M | 0.31% | −43−1.2% | Reduced |
| Reynders McVeigh Capital Management, LLC | 3,435 | $1.51M | 0.10% | −16−0.5% | Reduced |
| HBK Sorce Advisory LLC | 3,448 | $1.52M | 0.06% | −246−6.7% | Reduced |
| Cullen Investment Group, Ltd. | 3,453 | $1.52M | 0.27% | +3,453 | New |
| Schechter Investment Advisors, LLC | 3,488 | $1.54M | 0.13% | +10+0.3% | Added |
| Eisler Capital (UK) Ltd. | 3,489 | $1.54M | 0.14% | +3,489 | New |
| Peloton Wealth Strategists | 3,493 | $1.54M | 0.67% | +576+19.7% | Added |
| Tealwood Asset Management Inc | 3,497 | $1.54M | 0.74% | −60−1.7% | Reduced |
| Boston Private Wealth LLC | 3,500 | $1.54M | 0.04% | −1,090−23.7% | Reduced |
| Mattern Wealth Management LLC | 3,510 | $1.55M | 0.40% | +3,510 | New |
| Quadrant Capital Group LLC | 3,510 | $1.55M | 0.13% | −103−2.9% | Reduced |
| Davis R M Inc | 3,519 | $1.55M | 0.04% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 3,520 | $1.55M | 1.21% | +3,520 | New |
| Beverly Hills Private Wealth, LLC | 3,561 | $1.57M | 0.41% | −104−2.8% | Reduced |
| W.H. Cornerstone Investments Inc. | 3,567 | $1.57M | 1.25% | −13−0.4% | Reduced |