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 |
|---|---|---|---|---|---|
| Summit Financial, LLC | 3,262 | $1.44M | 0.09% | +29+0.9% | Added |
| Anchor Investment Management, LLC | 3,259 | $1.44M | 0.16% | −1,313−28.7% | Reduced |
| Redwood Investments, LLC | 3,255 | $1.43M | 0.37% | −623−16.1% | Reduced |
| Venturi Wealth Management, LLC | 3,252 | $1.43M | 0.10% | −95−2.8% | Reduced |
| River Wealth Advisors LLC | 3,222 | $1.42M | 0.23% | −70−2.1% | Reduced |
| Guardian Capital LP | 3,215 | $1.42M | 0.05% | −15−0.5% | Reduced |
| Platform Technology Partners | 3,285 | $1.41M | 0.55% | +314+10.6% | Added |
| First Trust Bank, Ltd. | 3,200 | $1.41M | 1.95% | +3,200 | New |
| MAI Capital Management | 3,184 | $1.40M | 0.02% | +45+1.4% | Added |
| Citizens Financial Group Inc | 3,172 | $1.40M | 0.05% | +1,115+54.2% | Added |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 3,150 | $1.39M | 0.00% | −1,445−31.4% | Reduced |
| Ellevest, Inc. | 3,133 | $1.38M | 0.09% | −49−1.5% | Reduced |
| Canandaigua National Bank & Trust Co | 3,111 | $1.37M | 0.21% | −2−0.1% | Reduced |
| Abundance Wealth Counselors | 3,108 | $1.37M | 0.36% | −4−0.1% | Reduced |
| Brighton Jones LLC | 3,105 | $1.37M | 0.06% | −32−1.0% | Reduced |
| Checchi Capital Advisers, LLC | 3,081 | $1.36M | 0.11% | −185−5.7% | Reduced |
| Gsa Capital Partners LLP | 3,069 | $1.35M | 0.11% | +3,069 | New |
| Transatlantique Private Wealth LLC | 3,100 | $1.34M | 0.63% | 00.0% | Unchanged |
| Clarius Group, LLC | 3,052 | $1.34M | 0.11% | −288−8.6% | Reduced |
| Alpine Woods Capital Investors, LLC | 3,050 | $1.34M | 0.20% | +3,050 | New |
| Dorsey & Whitney Trust CO LLC | 3,047 | $1.34M | 0.10% | −123−3.9% | Reduced |
| FDx Advisors, Inc. | 3,046 | $1.34M | 0.10% | −539−15.0% | Reduced |
| Diversified Trust Co | 3,046 | $1.34M | 0.05% | −15,487−83.6% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 3,043 | $1.34M | 0.21% | +63+2.1% | Added |
| Perigon Wealth Management, LLC | 3,039 | $1.34M | 0.04% | +245+8.8% | Added |
| Snider Financial Group | 3,011 | $1.33M | 0.61% | +3,011 | New |
| Wedmont Private Capital | 3,069 | $1.33M | 0.11% | +168+5.8% | Added |
| Steel Peak Wealth Management LLC | 3,000 | $1.32M | 0.08% | +500+20.0% | Added |
| Keebeck Wealth Management, LLC | 2,993 | $1.32M | 0.22% | −80−2.6% | Reduced |
| Trust Co of Oklahoma | 2,969 | $1.31M | 0.49% | −205−6.5% | 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 |
| Penserra Capital Management LLC | 2,913 | $1.28M | 0.02% | −590−16.8% | Reduced |
| GM Advisory Group, Inc. | 2,909 | $1.28M | 0.10% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 2,908 | $1.28M | 0.05% | −32−1.1% | Reduced |
| WoodTrust Financial Corp | 2,908 | $1.28M | 0.22% | −95−3.2% | Reduced |
| AdvisorNet Financial, Inc | 2,894 | $1.27M | 0.12% | +19+0.7% | Added |
| Balentine LLC | 2,893 | $1.27M | 0.04% | −175−5.7% | Reduced |
| Relative Value Partners Group, LLC | 2,883 | $1.27M | 0.08% | −105−3.5% | Reduced |
| Exchange Capital Management, Inc. | 2,876 | $1.27M | 0.23% | −69−2.3% | Reduced |
| Western Wealth Management, LLC | 2,865 | $1.26M | 0.09% | +590+25.9% | Added |
| Lee Financial Co | 2,855 | $1.26M | 0.22% | −2−0.1% | Reduced |
| Geller Advisors LLC | 2,836 | $1.25M | 0.12% | +55+2.0% | Added |
| Aaron Wealth Advisors | 2,792 | $1.23M | 0.20% | +47+1.7% | Added |
| Sentry Investment Management LLC | 2,788 | $1.23M | 0.53% | +898+47.5% | Added |
| Intech Investment Management LLC | 2,777 | $1.22M | 0.02% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 2,772 | $1.22M | 0.05% | +1,257+83.0% | Added |
| Pensionmark Financial Group, LLC | 2,771 | $1.22M | 0.16% | +2,771 | New |
| Machina Capital S.A.S. | 2,760 | $1.22M | 0.79% | −343−11.1% | Reduced |
| Quotient Wealth Partners, LLC | 2,756 | $1.21M | 0.05% | +2,756 | New |
| Ingalls & Snyder LLC | 2,755 | $1.21M | 0.06% | 00.0% | Unchanged |
| Central Valley Advisors, LLC | 2,747 | $1.21M | 0.71% | +2,747 | New |
| Kanawha Capital Management LLC | 2,733 | $1.20M | 0.11% | −7−0.3% | Reduced |
| Moore Capital Management, LP | 2,703 | $1.19M | 0.03% | +2,703 | New |
| Conestoga Capital Advisors, LLC | 2,702 | $1.19M | 0.02% | −100−3.6% | Reduced |
| Mezzasalma Advisors, LLC | 2,695 | $1.19M | 0.65% | −300−10.0% | Reduced |
| Pflug Koory, LLC | 2,668 | $1.18M | 0.62% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 2,640 | $1.16M | 0.12% | +49+1.9% | Added |
| Marshall Financial Group LLC | 2,626 | $1.16M | 0.37% | −11−0.4% | Reduced |
| NBC Securities, Inc. | 2,619 | $1.15M | 0.12% | −37−1.4% | Reduced |
| Flputnam Investment Management Co | 2,591 | $1.14M | 0.03% | +25+1.0% | Added |
| Lincoln Capital LLC | 2,591 | $1.14M | 0.28% | −60−2.3% | Reduced |
| JPL Wealth Management, LLC | 2,584 | $1.14M | 0.82% | +2,584 | New |
| Gilliland Jeter Wealth Management LLC | 2,572 | $1.13M | 0.47% | +2,572 | New |
| UniSuper Management Pty Ltd | 2,560 | $1.13M | 0.01% | +160+6.7% | Added |
| Highview Capital Management LLC | 2,555 | $1.13M | 0.60% | +13+0.5% | Added |
| Daymark Wealth Partners, LLC | 2,536 | $1.12M | 0.07% | −262−9.4% | Reduced |
| Pinnacle Associates Ltd | 2,517 | $1.11M | 0.02% | +387+18.2% | Added |
| Beaumont Financial Advisors, LLC | 2,507 | $1.10M | 0.10% | −16−0.6% | Reduced |
| Outlook Wealth Advisors, LLC | 2,505 | $1.10M | 0.39% | 00.0% | Unchanged |
| Thrive Wealth Management, LLC | 2,504 | $1.10M | 0.25% | −57−2.2% | Reduced |
| Forum Financial Management, LP | 2,496 | $1.10M | 0.02% | +124+5.2% | Added |
| Colony Group, LLC | 2,471 | $1.09M | 0.01% | +2,471 | New |
| Wintrust Investments LLC | 2,463 | $1.08M | 0.11% | −859−25.9% | Reduced |
| BluePath Capital Management, LLC | 2,487 | $1.08M | 0.95% | +59+2.4% | Added |
| Founders Financial Securities LLC | 2,442 | $1.08M | 0.12% | +847+53.1% | Added |
| Capital Analysts, LLC | 2,406 | $1.06M | 0.05% | −50−2.0% | Reduced |
| ERn Financial, LLC | 2,381 | $1.05M | 0.20% | +63+2.7% | Added |
| Channing Global Advisors, LLC | 2,371 | $1.04M | 0.82% | +32+1.4% | Added |
| CWA Asset Management Group, LLC | 2,366 | $1.04M | 0.07% | +1,203+103.4% | Added |
| Westmount Partners, LLC | 2,362 | $1.04M | 0.42% | 00.0% | Unchanged |
| Palumbo Wealth Management LLC | 2,361 | $1.04M | 0.53% | +5+0.2% | Added |
| Schmidt P J Investment Management Inc | 2,329 | $1.04M | 0.21% | +53+2.3% | Added |
| Rossmore Private Capital | 2,360 | $1.04M | 0.15% | +80+3.5% | Added |
| Accretive Wealth Partners, LLC | 2,348 | $1.03M | 0.50% | −18−0.8% | Reduced |
| Charter Trust Co | 2,336 | $1.03M | 0.08% | +463+24.7% | Added |
| First National Corp | 2,324 | $1.02M | 0.25% | +14+0.6% | Added |
| Wade G W & Inc | 2,311 | $1.02M | 0.03% | +18+0.8% | Added |
| Gryphon Financial Partners LLC | 2,354 | $1.02M | 0.18% | +1,014+75.7% | Added |
| Verition Fund Management LLC | 2,306 | $1.02M | 0.01% | −510−18.1% | Reduced |
| Skopos Labs, Inc. | 2,304 | $1.01M | 0.48% | +2,304 | New |
| Howe & Rusling Inc | 2,297 | $1.01M | 0.11% | 00.0% | Unchanged |
| Tranquility Partners, LLC | 2,297 | $1.01M | 0.42% | −6−0.3% | Reduced |
| Legato Capital Management LLC | 2,290 | $1.01M | 0.13% | 00.0% | Unchanged |
| City Holding Co | 2,286 | $1.01M | 0.16% | +227+11.0% | Added |
| Hohimer Wealth Management, LLC | 2,281 | $1.00M | 0.25% | −176−7.2% | Reduced |
| MEMBERS Trust Co | 2,259 | $998.1K | 0.03% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 2,246 | $989.0K | 0.29% | −3,671−62.0% | Reduced |
| Shepherd Financial Partners LLC | 2,243 | $988.1K | 0.14% | −5−0.2% | Reduced |
| Syon Capital LLC | 2,240 | $986.9K | 0.10% | +657+41.5% | Added |