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 |
|---|---|---|---|---|---|
| Harbor Investment Advisory, LLC | 1,184 | $521.6K | 0.06% | +144+13.8% | Added |
| Point72 Europe (London) LLP | 1,183 | $521.1K | 0.07% | +1,183 | New |
| GAMMA Investing LLC | 1,160 | $519.9K | 0.14% | +1,160 | New |
| Heritage Wealth Management, LLC | 1,180 | $519.8K | 0.28% | +1,180 | New |
| Sigma Planning Corp | 1,176 | $518.0K | 0.04% | −698−37.2% | Reduced |
| Institute for Wealth Management, LLC. | 1,174 | $517.2K | 0.08% | +16+1.4% | Added |
| LWM Advisory Services, LLC | 1,173 | $516.7K | 0.45% | −14−1.2% | Reduced |
| Waterloo Capital, L.P. | 1,170 | $515.4K | 0.08% | +1,170 | New |
| Tilia Fiduciary Partners, Inc. | 1,169 | $515.0K | 0.48% | −22−1.8% | Reduced |
| Wesbanco Bank Inc | 1,163 | $512.3K | 0.03% | −226−16.3% | Reduced |
| TCG Advisory Services, LLC | 1,163 | $512.3K | 0.04% | +1,163 | New |
| Sunbelt Securities, Inc. | 1,163 | $512.1K | 0.06% | −44−3.6% | Reduced |
| First Interstate Bank | 1,155 | $508.8K | 0.04% | 00.0% | Unchanged |
| Gilbert & Cook, Inc. | 1,152 | $507.3K | 0.07% | +83+7.8% | Added |
| CWS Financial Advisors, LLC | 1,149 | $506.2K | 0.19% | −143−11.1% | Reduced |
| Coho Partners, Ltd. | 1,149 | $506.2K | 0.01% | +1,149 | New |
| Procyon Private Wealth Partners, LLC | 1,145 | $504.6K | 0.04% | +135+13.4% | Added |
| Nilsine Partners, LLC | 1,144 | $504.0K | 0.08% | −348−23.3% | Reduced |
| 1776 Wealth LLC | 1,134 | $499.6K | 0.25% | 00.0% | Unchanged |
| Beacon Bridge Wealth Partners, LLC | 1,134 | $499.4K | 0.25% | +1+0.1% | Added |
| First Affirmative Financial Network | 1,130 | $497.8K | 0.40% | −45−3.8% | Reduced |
| Centerpoint Advisors, LLC | 1,127 | $496.0K | 0.19% | −104−8.4% | Reduced |
| One Wealth Advisors, LLC | 1,124 | $495.1K | 0.10% | +8+0.7% | Added |
| Applied Capital LLC | 1,122 | $494.3K | 0.45% | −149−11.7% | Reduced |
| Everpar Advisors LLC | 1,121 | $493.8K | 0.23% | +1,121 | New |
| Sheaff Brock Investment Advisors, LLC | 1,117 | $492.1K | 0.04% | +15+1.4% | Added |
| Smith Shellnut Wilson LLC | 1,114 | $490.7K | 0.28% | −23−2.0% | Reduced |
| Motiv8 Investments LLC | 1,112 | $490.0K | 0.44% | +1,112 | New |
| Legacy Financial Advisors, Inc. | 1,112 | $490.0K | 0.09% | +6+0.5% | Added |
| Oak Thistle LLC | 1,110 | $489.0K | 0.14% | −3,549−76.2% | Reduced |
| JGP Global Gestao de Recursos Ltda. | 1,100 | $484.6K | 0.47% | +1,100 | New |
| Invenio Wealth Partners LLC | 1,097 | $483.3K | 0.35% | −115−9.5% | Reduced |
| Shulman DeMeo Asset Management LLC | 1,085 | $478.1K | 0.14% | +5+0.5% | Added |
| Elgethun Capital Management | 1,083 | $477.2K | 0.14% | 00.0% | Unchanged |
| Welch & Forbes LLC | 1,070 | $471.4K | 0.01% | −272−20.3% | Reduced |
| ICW Investment Advisors LLC | 1,067 | $470.1K | 0.23% | +10+0.9% | Added |
| Wallace Advisory Group, LLC | 1,285 | $469.6K | 0.37% | −131−9.3% | Reduced |
| PFG Investments, LLC | 1,065 | $469.2K | 0.09% | −49−4.4% | Reduced |
| DRW Securities, LLC | 1,062 | $467.8K | 0.01% | −4,715−81.6% | Reduced |
| Proficio Capital Partners LLC | 1,062 | $467.7K | 0.06% | +84+8.6% | Added |
| West Michigan Advisors, LLC | 1,060 | $467.0K | 0.18% | +41+4.0% | Added |
| WR Wealth Planners, LLC | 1,051 | $463.0K | 0.17% | +1+0.1% | Added |
| Callan Capital, LLC | 1,042 | $459.0K | 0.04% | −97−8.5% | Reduced |
| Orrstown Financial Services Inc | 1,042 | $459.0K | 0.37% | +1,042 | New |
| Chicago Partners Investment Group LLC | 1,023 | $456.3K | 0.02% | −53−4.9% | Reduced |
| Carnegie Capital Asset Management, LLC | 1,035 | $455.9K | 0.02% | −24−2.3% | Reduced |
| L2 Asset Management, LLC | 1,030 | $453.7K | 0.19% | +457+79.8% | Added |
| Abbrea Capital, LLC | 1,027 | $452.0K | 0.06% | +130+14.5% | Added |
| Rosenblum Silverman Sutton S F Inc | 1,024 | $450.9K | 0.14% | 00.0% | Unchanged |
| Emerald Advisers, LLC | 1,023 | $450.7K | 0.02% | −6−0.6% | Reduced |
| KC Investment Advisors, LLC | 1,022 | $450.2K | 0.27% | −142−12.2% | Reduced |
| West Family Investments, Inc. | 1,020 | $449.3K | 0.15% | +61+6.4% | Added |
| Embree Financial Group | 1,016 | $447.4K | 0.09% | +1,016 | New |
| Provenance Wealth Advisors, LLC | 1,014 | $446.7K | 0.06% | 00.0% | Unchanged |
| LGT Fund Management Co Ltd. | 1,000 | $441.8K | 0.19% | 00.0% | Unchanged |
| Headinvest, LLC | 1,002 | $441.4K | 0.09% | 00.0% | Unchanged |
| Community Bank, N.A. | 1,001 | $440.9K | 0.06% | −25−2.4% | Reduced |
| Ayrshire Capital Management LLC | 1,000 | $440.5K | 0.25% | −4−0.4% | Reduced |
| Catalyst Financial Partners LLC | 999 | $440.1K | 0.12% | +50+5.3% | Added |
| Drive Wealth Management, LLC | 998 | $439.4K | 0.14% | +46+4.8% | Added |
| Keel Point, LLC | 988 | $435.4K | 0.05% | +70+7.6% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 988 | $435.2K | 0.03% | +97+10.9% | Added |
| SeaCrest Wealth Management, LLC | 1,017 | $435.2K | 0.05% | −95−8.5% | Reduced |
| Parkside Financial Bank & Trust | 986 | $434.4K | 0.08% | +312+46.3% | Added |
| Crestmont Private Wealth LLC | 986 | $434.4K | 0.22% | −31−3.0% | Reduced |
| CNB Bank | 980 | $431.7K | 0.23% | +45+4.8% | Added |
| Lakeview Capital Partners, LLC | 973 | $428.4K | 0.08% | +76+8.5% | Added |
| Regent Peak Wealth Advisors LLC | 966 | $425.5K | 0.12% | +11+1.2% | Added |
| Global X Japan Co., Ltd. | 964 | $424.7K | 0.24% | +964 | New |
| Commerzbank Aktiengesellschaft | 957 | $422.0K | 0.02% | +183+23.6% | Added |
| Richardson Financial Services Inc. | 956 | $421.1K | 0.37% | +956 | New |
| Cornerstone Wealth Advisors, Inc. | 955 | $420.7K | 0.14% | 00.0% | Unchanged |
| Fiduciary Group LLC | 950 | $418.5K | 0.05% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 944 | $416.0K | 0.14% | +944 | New |
| Modera Wealth Management, LLC | 938 | $413.3K | 0.01% | +28+3.1% | Added |
| Principle Wealth Partners LLC | 938 | $413.2K | 0.04% | −228−19.6% | Reduced |
| Gladstone Institutional Advisory LLC | 936 | $412.2K | 0.02% | +109+13.2% | Added |
| Berry Wealth Group, LP | 935 | $411.9K | 0.38% | +935 | New |
| Consolidated Portfolio Review Corp | 926 | $408.1K | 0.09% | +6+0.7% | Added |
| Kathmere Capital Management, LLC | 921 | $405.7K | 0.05% | +15+1.7% | Added |
| Alpha Family Trust | 920 | $405.3K | 0.27% | 00.0% | Unchanged |
| Allstate Corp | 917 | $404.0K | 0.03% | −446−32.7% | Reduced |
| Symphony Financial, Ltd. Co. | 927 | $403.8K | 0.09% | −86−8.5% | Reduced |
| Jackson Square Capital, LLC | 916 | $403.5K | 0.13% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 915 | $403.2K | 0.03% | −9−1.0% | Reduced |
| LM Advisors LLC | 905 | $398.7K | 0.08% | +905 | New |
| Sivia Capital Partners, LLC | 904 | $398.3K | 0.30% | +904 | New |
| Aspiriant, LLC | 904 | $398.2K | 0.02% | +904 | New |
| Kingswood Wealth Advisors, LLC | 902 | $397.3K | 0.05% | +902 | New |
| Covenant Asset Management, LLC | 900 | $396.5K | 0.11% | −654−42.1% | Reduced |
| Alta Advisers Ltd | 900 | $396.5K | 0.21% | 00.0% | Unchanged |
| Plotkin Financial Advisors, LLC | 900 | $396.5K | 0.30% | 00.0% | Unchanged |
| Quent Capital, LLC | 897 | $395.3K | 0.05% | +214+31.3% | Added |
| Integrated Advisors Network LLC | 894 | $394.0K | 0.02% | +72+8.8% | Added |
| Private Portfolio Partners LLC | 893 | $393.4K | 0.09% | −100−10.1% | Reduced |
| Cornerstone Wealth Management, LLC | 891 | $392.7K | 0.03% | −47−5.0% | Reduced |
| Transamerica Financial Advisors, Inc. | 889 | $392.0K | 0.05% | −244−21.5% | Reduced |
| Everett Harris & Co | 888 | $391.2K | 0.01% | +8+0.9% | Added |
| Woodline Partners LP | 888 | $391.2K | 0.00% | +888 | New |
| Houlihan Financial Resource Group, Ltd. | 879 | $387.0K | 0.19% | 00.0% | Unchanged |