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 |
|---|---|---|---|---|---|
| Hancock Whitney Corp | 1,634 | $719.8K | 0.03% | −53−3.1% | Reduced |
| Ramirez Asset Management, Inc. | 1,629 | $717.6K | 0.15% | 00.0% | Unchanged |
| PAX Financial Group, LLC | 1,642 | $717.0K | 0.15% | −193−10.5% | Reduced |
| Baron Wealth Management LLC | 1,626 | $716.3K | 0.39% | +7+0.4% | Added |
| Virtue Capital Management, LLC | 1,668 | $713.0K | 0.14% | −63−3.6% | Reduced |
| Circle Wealth Management, LLC | 1,615 | $711.6K | 0.02% | −155−8.8% | Reduced |
| RiverPark Advisors, LLC | 1,615 | $711.4K | 0.66% | −130−7.4% | Reduced |
| Fidelis Capital Partners, LLC | 1,609 | $708.8K | 0.16% | +200+14.2% | Added |
| Steward Partners Investment Solutions, LLC | 1,605 | $707.0K | 0.29% | +1,605 | New |
| PDS Planning, Inc | 1,604 | $706.6K | 0.08% | +18+1.1% | Added |
| Beach Investment Counsel Inc | 1,600 | $705.0K | 0.09% | 00.0% | Unchanged |
| ORG Partners LLC | 1,595 | $702.7K | 0.12% | +165+11.5% | Added |
| Lincoln National Corp | 1,595 | $702.7K | 0.01% | +14+0.9% | Added |
| Kendall Capital Management | 1,595 | $702.6K | 0.27% | −40−2.4% | Reduced |
| CoreFirst Bank & Trust | 1,594 | $702.2K | 0.47% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 1,581 | $696.5K | 0.05% | −2,441−60.7% | Reduced |
| Ronald Blue Trust, Inc. | 1,900 | $694.0K | 0.01% | +208+12.3% | Added |
| Moseley Investment Management Inc | 1,570 | $691.4K | 0.38% | 00.0% | Unchanged |
| Point Break Capital Management, LLC | 1,540 | $678.4K | 0.85% | +1,540 | New |
| FineMark National Bank & Trust | 1,537 | $677.1K | 0.03% | +15+1.0% | Added |
| Elevated Capital Advisors, LLC | 1,534 | $675.8K | 0.21% | +120+8.5% | Added |
| Stonebrook Private Inc. | 1,532 | $674.7K | 0.23% | +1,532 | New |
| Bollard Group LLC | 1,530 | $674.0K | 0.02% | +1,500+5,000.0% | Added |
| Johnson Financial Group, Inc. | 1,529 | $673.6K | 0.04% | +738+93.3% | Added |
| Arkadios Wealth Advisors | 1,523 | $671.1K | 0.06% | +87+6.1% | Added |
| Dividend Assets Capital, LLC | 1,511 | $666.0K | 0.13% | −233−13.4% | Reduced |
| Golden State Equity Partners | 1,504 | $662.5K | 0.16% | +261+21.0% | Added |
| Spinnaker Trust | 1,497 | $659.5K | 0.04% | 00.0% | Unchanged |
| Oak Harbor Wealth Partners, LLC | 1,496 | $659.2K | 0.22% | −251−14.4% | Reduced |
| Symmetry Partners, LLC | 1,490 | $658.0K | 0.04% | −313−17.4% | Reduced |
| Nova R Wealth, Inc. | 1,492 | $657.1K | 0.41% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 1,487 | $655.1K | 0.23% | +25+1.7% | Added |
| Dana Investment Advisors, Inc. | 1,470 | $647.6K | 0.03% | +256+21.1% | Added |
| Hoxton Planning & Management, LLC | 1,467 | $646.0K | 0.34% | −75−4.9% | Reduced |
| New Hampshire Trust | 1,456 | $641.4K | 0.15% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 1,451 | $639.3K | 0.03% | −30−2.0% | Reduced |
| Michael B. Yongue | 1,450 | $638.8K | 0.57% | −81−5.3% | Reduced |
| Graypoint LLC | 1,449 | $638.3K | 0.05% | +241+20.0% | Added |
| Buttonwood Financial Advisors Inc. | 1,443 | $635.8K | 0.35% | −24−1.6% | Reduced |
| J. W. Coons Advisors, LLC | 1,443 | $635.7K | 0.17% | 00.0% | Unchanged |
| Leavell Investment Management, Inc. | 1,442 | $635.0K | 0.04% | +168+13.2% | Added |
| Prossimo Advisors, LLC | 1,439 | $634.0K | 1.34% | +19+1.3% | Added |
| Heritage Wealth Management, Inc./Texas | 1,439 | $633.9K | 0.45% | −146−9.2% | Reduced |
| 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 |
| Navellier & Associates Inc | 1,426 | $628.2K | 0.09% | +1,426 | New |
| Alpha Cubed Investments, LLC | 1,409 | $620.6K | 0.03% | −84−5.6% | Reduced |
| Partners Capital Investment Group, LLP | 1,407 | $619.8K | 0.01% | −180−11.3% | Reduced |
| Nicholas Hoffman & Company, LLC. | 1,402 | $617.7K | 0.04% | −16−1.1% | Reduced |
| Mutual Advisors, LLC | 1,396 | $615.2K | 0.02% | +60+4.5% | Added |
| Teza Capital Management LLC | 1,395 | $614.5K | 0.10% | +1,395 | New |
| IHT Wealth Management, LLC | 1,389 | $611.7K | 0.03% | +259+22.9% | Added |
| Wolverine Trading, LLC | 1,387 | $611.0K | 0.00% | +1,387 | New |
| Relyea Zuckerberg Hanson LLC | 1,382 | $608.9K | 0.12% | −131−8.7% | Reduced |
| Naples Global Advisors, LLC | 1,374 | $605.3K | 0.07% | 00.0% | Unchanged |
| Everhart Financial Group, Inc. | 1,369 | $603.1K | 0.21% | +610+80.4% | Added |
| XTX Topco Ltd | 1,361 | $599.5K | 0.13% | −128−8.6% | Reduced |
| Verdence Capital Advisors LLC | 1,359 | $598.5K | 0.06% | +55+4.2% | Added |
| Allworth Financial LP | 1,356 | $597.5K | 0.00% | +24+1.8% | Added |
| WMS Partners, LLC | 1,355 | $596.9K | 0.04% | +366+37.0% | Added |
| Hollencrest Capital Management | 1,351 | $595.0K | 0.06% | 00.0% | Unchanged |
| Meritage Portfolio Management | 1,350 | $595.0K | 0.04% | −13−1.0% | Reduced |
| United Community Bank | 1,350 | $594.7K | 0.25% | −10−0.7% | Reduced |
| Smartleaf Asset Management LLC | 1,330 | $594.4K | 0.16% | +1,330 | New |
| Catalytic Wealth RIA, LLC | 1,343 | $591.6K | 0.27% | +1,343 | New |
| Ferguson Wellman Capital Management, Inc | 1,332 | $586.8K | 0.01% | −444−25.0% | Reduced |
| Tilt Investment Management Holdings, PBC | 1,327 | $584.6K | 0.63% | −439−24.9% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 1,321 | $581.9K | 0.27% | +44+3.4% | Added |
| Richard W. Paul & Associates, LLC | 1,319 | $581.0K | 0.24% | −50−3.7% | Reduced |
| SFM, LLC | 1,318 | $580.8K | 0.48% | +1,318 | New |
| Trust Point Inc. | 1,311 | $577.5K | 0.05% | +1,311 | New |
| Camden Capital, LLC | 1,306 | $575.3K | 0.06% | +204+18.5% | Added |
| Ghe, LLC | 9,050 | $575.0K | 0.36% | −3,994−30.6% | Reduced |
| Royal Capital Wealth Management, LLC | 1,300 | $572.7K | 0.50% | 00.0% | Unchanged |
| Leo Wealth, LLC | 1,296 | $568.6K | 0.06% | +1,296 | New |
| Insigneo Advisory Services, LLC | 1,290 | $568.3K | 0.08% | +614+90.8% | Added |
| Trueblood Wealth Management, LLC | 1,284 | $565.6K | 0.35% | +1,284 | New |
| Carlson Capital Management | 1,277 | $562.5K | 0.03% | +129+11.2% | Added |
| Little House Capital LLC | 1,270 | $559.5K | 0.20% | +1,270 | New |
| Axxcess Wealth Management, LLC | 1,253 | $552.1K | 0.02% | −443−26.1% | Reduced |
| Capital Asset Advisory Services LLC | 1,253 | $552.1K | 0.03% | −298−19.2% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 1,246 | $548.9K | 0.06% | +98+8.5% | Added |
| Ameliora Wealth Management Ltd. | 1,245 | $548.4K | 0.27% | +1,245 | New |
| Country Club Bank | 1,238 | $547.0K | 0.04% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 1,240 | $546.3K | 0.21% | +42+3.5% | Added |
| Mesirow Financial Investment Management, Inc. | 1,231 | $542.1K | 0.02% | +1,231 | New |
| Moneta Group Investment Advisors LLC | 1,230 | $542.0K | 0.01% | +45+3.8% | Added |
| Wambolt & Associates, LLC | 1,229 | $541.4K | 0.18% | −53−4.1% | Reduced |
| Simon Quick Advisors, LLC | 1,226 | $540.1K | 0.05% | +14+1.2% | Added |
| Westwood Holdings Group Inc. | 1,220 | $537.0K | 0.00% | −26−2.1% | Reduced |
| Joule Financial, LLC | 1,218 | $536.6K | 0.25% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 1,214 | $534.8K | 0.02% | −15,793−92.9% | Reduced |
| Magellan Asset Management Ltd | 1,205 | $530.8K | 0.01% | +26+2.2% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 1,200 | $528.6K | 0.22% | −400−25.0% | Reduced |
| Lombard Odier Asset Management (USA) Corp | 1,200 | $528.6K | 0.08% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 1,199 | $528.2K | 0.03% | +18+1.5% | Added |
| Smithfield Trust Co | 1,200 | $525.0K | 0.03% | +31+2.7% | Added |
| Fifth Third Wealth Advisors LLC | 1,191 | $524.7K | 0.17% | +3+0.3% | Added |
| U.S. Capital Wealth Advisors, LLC | 1,185 | $521.8K | 0.02% | −6−0.5% | Reduced |
| Ameritas Advisory Services, LLC | 1,193 | $521.7K | 0.03% | +113+10.5% | Added |