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 |
|---|---|---|---|---|---|
| Foundations Investment Advisors, LLC | 2,142 | $979.6K | 0.03% | +19+0.9% | Added |
| GSG Advisors LLC | 2,277 | $978.7K | 0.37% | +26+1.2% | Added |
| Grant/GrossMendelsohn, LLC | 2,190 | $978.1K | 0.40% | 00.0% | Unchanged |
| Morningstar Investment Services LLC | 2,211 | $977.0K | 0.01% | +1,234+126.3% | Added |
| Tritonpoint Wealth, LLC | 2,199 | $968.7K | 0.09% | +2,199 | New |
| Heritage Trust Co | 2,194 | $966.5K | 0.14% | −70−3.1% | Reduced |
| Entropy Technologies, LP | 2,187 | $963.4K | 0.18% | +2,187 | New |
| Chicago Trust Co NA | 2,182 | $961.2K | 0.21% | −180−7.6% | Reduced |
| Rehmann Capital Advisory Group | 2,165 | $953.9K | 0.08% | +201+10.2% | Added |
| Colonial Trust Co | 2,163 | $953.0K | 0.20% | −65−2.9% | Reduced |
| Summit Global Investments | 2,147 | $946.0K | 0.06% | +350+19.5% | Added |
| We Are One Seven, LLC | 2,142 | $943.6K | 0.05% | −402−15.8% | Reduced |
| Sonnipe Ltd | 2,138 | $941.8K | 0.12% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 2,132 | $939.2K | 0.09% | +348+19.5% | Added |
| Aptus Capital Advisors, LLC | 2,124 | $935.7K | 0.03% | +77+3.8% | Added |
| United Asset Strategies, Inc. | 2,123 | $935.3K | 0.11% | +169+8.6% | Added |
| Prospera Financial Services Inc | 2,106 | $927.7K | 0.03% | −48−2.2% | Reduced |
| RMR Wealth Builders | 2,104 | $926.9K | 0.13% | +382+22.2% | Added |
| Two Sigma Investments, LP | 2,100 | $925.1K | 0.00% | +2,100 | New |
| Formidable Asset Management, LLC | 2,089 | $920.2K | 0.20% | −74−3.4% | Reduced |
| Thoroughbred Financial Services, LLC | 2,086 | $918.0K | 0.07% | −114−5.2% | Reduced |
| Arthur M. Cohen & Associates, LLC | 2,068 | $911.0K | 0.21% | −25−1.2% | Reduced |
| Trillium Asset Management, LLC | 2,056 | $906.0K | 0.02% | 00.0% | Unchanged |
| Legacy Capital Wealth Partners, LLC | 2,051 | $903.5K | 0.26% | +69+3.5% | Added |
| Rockline Wealth Management, LLC | 2,049 | $902.8K | 0.38% | +2,049 | New |
| Monterey Private Wealth, Inc. | 2,044 | $900.2K | 0.41% | +101+5.2% | Added |
| Summit Trail Advisors, LLC | 2,042 | $899.5K | 0.03% | −92−4.3% | Reduced |
| Mission Wealth Management, LP | 2,028 | $893.3K | 0.03% | +203+11.1% | Added |
| NorthCrest Asset Manangement, LLC | 2,025 | $892.1K | 0.03% | +111+5.8% | Added |
| Prestige Wealth Management Group LLC | 2,023 | $891.2K | 0.20% | +183+9.9% | Added |
| Mitchell Sinkler & Starr | 2,009 | $885.0K | 0.16% | +560+38.6% | Added |
| Quest Partners LLC | 2,004 | $882.8K | 0.19% | +2,004 | New |
| Center for Financial Planning, Inc. | 1,998 | $880.2K | 0.16% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 1,984 | $874.0K | 0.61% | +94+5.0% | Added |
| Lazard Freres Gestion S.A.S. | 2,405 | $868.0K | 0.02% | +120+5.3% | Added |
| Claro Advisors LLC | 1,968 | $867.0K | 0.19% | +7+0.4% | Added |
| Bowman & Co S.C. | 1,955 | $863.3K | 0.60% | +114+6.2% | 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 |
| Forte Capital LLC | 1,945 | $856.9K | 0.12% | +237+13.9% | Added |
| Conning Inc. | 1,940 | $854.6K | 0.03% | −10−0.5% | Reduced |
| McDonald Partners LLC | 1,940 | $854.6K | 0.25% | +9+0.5% | Added |
| Dimension Capital Management LLC | 1,929 | $849.8K | 0.18% | +1,929 | New |
| Boothbay Fund Management, LLC | 1,925 | $848.0K | 0.03% | +618+47.3% | Added |
| Moors & Cabot, Inc. | 1,920 | $845.7K | 0.05% | +21+1.1% | Added |
| Guardian Wealth Advisors, LLC | 1,915 | $843.4K | 0.59% | −16−0.8% | Reduced |
| Strategic Wealth Partners, Ltd. | 1,911 | $841.9K | 0.10% | −524−21.5% | Reduced |
| Ambassador Advisors, LLC | 1,855 | $837.6K | 0.19% | +60+3.3% | Added |
| Foster Group, Inc. | 2,292 | $837.6K | 0.05% | 00.0% | Unchanged |
| Columbus Macro, LLC | 1,898 | $834.1K | 0.33% | +19+1.0% | Added |
| GeoWealth Management, LLC | 1,895 | $834.0K | 0.07% | +1,863+5,821.9% | Added |
| Magnolia Capital Advisors LLC | 1,834 | $833.7K | 0.61% | +119+6.9% | Added |
| Financial Insights, Inc. | 1,879 | $827.7K | 0.26% | +93+5.2% | Added |
| Continuum Advisory, LLC | 1,867 | $822.9K | 0.12% | +18+1.0% | Added |
| Balboa Wealth Partners | 1,864 | $821.2K | 0.27% | +554+42.3% | Added |
| TrinityPoint Wealth, LLC | 1,861 | $820.0K | 0.15% | +6+0.3% | Added |
| Jefferies Financial Group Inc. | 1,853 | $816.3K | 0.01% | +1,853 | New |
| VCI Wealth Management LLC | 1,852 | $815.8K | 0.50% | +1,852 | New |
| Marcum Wealth, LLC | 1,852 | $815.8K | 0.09% | −102−5.2% | Reduced |
| Townsend Asset Management Corp | 1,845 | $812.9K | 0.37% | −50−2.6% | Reduced |
| CX Institutional | 1,845 | $812.8K | 0.04% | −50−2.6% | Reduced |
| Financial Advocates Investment Management | 1,845 | $812.7K | 0.05% | +35+1.9% | Added |
| Equitable Holdings, Inc. | 1,836 | $808.8K | 0.01% | +1,096+148.1% | Added |
| Great Diamond Partners, LLC | 1,832 | $807.1K | 0.20% | −270−12.8% | Reduced |
| NewEdge Wealth, LLC | 1,831 | $806.7K | 0.02% | −186−9.2% | Reduced |
| Radnor Capital Management, LLC | 1,818 | $801.0K | 0.15% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 1,818 | $800.9K | 0.04% | 00.0% | Unchanged |
| Wilbanks Smith & Thomas Asset Management LLC | 1,811 | $797.8K | 0.02% | −660−26.7% | Reduced |
| Woodstock Corp | 1,808 | $796.5K | 0.09% | −705−28.1% | Reduced |
| First National Bank of Hutchinson | 1,796 | $791.2K | 0.57% | −6−0.3% | Reduced |
| Lokken Investment Group LLC | 1,794 | $790.3K | 0.45% | +1,794 | New |
| Meridian Wealth Partners, LLC | 1,792 | $789.6K | 0.15% | +16+0.9% | Added |
| Red Spruce Capital, LLC | 1,792 | $789.4K | 0.41% | +40+2.3% | Added |
| Griffin Asset Management, Inc. | 1,783 | $785.4K | 0.10% | 00.0% | Unchanged |
| Ninepoint Partners LP | 1,777 | $782.8K | 0.11% | +140+8.6% | Added |
| Prudent Man Advisors, LLC | 1,769 | $779.3K | 0.29% | −110−5.9% | Reduced |
| Guidance Capital, Inc | 1,782 | $777.5K | 0.31% | +207+13.1% | Added |
| 9258 Wealth Management, LLC | 1,758 | $774.4K | 0.14% | +410+30.4% | Added |
| Jacobsen Capital Management | 1,752 | $771.8K | 0.39% | −320−15.4% | Reduced |
| Mendel Capital Management LLC | 1,741 | $766.8K | 0.55% | −21−1.2% | 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 |
| Confluence Wealth Services, Inc. | 1,737 | $765.0K | 0.08% | −84−4.6% | Reduced |
| Covenant Partners, LLC | 1,735 | $764.3K | 0.24% | 00.0% | Unchanged |
| Davidson Trust Co | 1,729 | $761.7K | 0.49% | −30−1.7% | Reduced |
| Sunflower Bank, N.A. | 1,727 | $760.8K | 0.17% | +26+1.5% | Added |
| Waters Parkerson & Co., LLC | 1,700 | $749.0K | 0.04% | −16−0.9% | Reduced |
| 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 |
| Foster Dykema Cabot & Partners, LLC | 1,698 | $748.0K | 0.08% | +1,698 | New |
| Opal Wealth Advisors, LLC | 1,693 | $745.8K | 0.29% | +10+0.6% | Added |
| Sepio Capital, LP | 1,683 | $741.5K | 0.06% | −40−2.3% | Reduced |
| Arcadia Investment Management Corp | 1,680 | $740.1K | 0.14% | 00.0% | Unchanged |
| Redwood Investment Management, LLC | 1,645 | $738.0K | 0.07% | −17,305−91.3% | Reduced |
| Fulton Bank, N.A. | 1,664 | $733.0K | 0.03% | +44+2.7% | Added |
| Premier Path Wealth Partners, LLC | 1,663 | $732.6K | 0.16% | +1,663 | New |
| My Legacy Advisors, LLC | 1,687 | $732.5K | 0.26% | +31+1.9% | Added |
| Stonegate Investment Group, LLC | 1,654 | $728.7K | 0.02% | +144+9.5% | Added |
| WSFS Capital Management, LLC | 1,636 | $720.7K | 0.04% | +146+9.8% | Added |
| Ironwood Investment Counsel, LLC | 1,635 | $720.4K | 0.13% | 00.0% | Unchanged |