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 |
|---|---|---|---|---|---|
| Marietta Investment Partners LLC | 878 | $386.8K | 0.10% | +258+41.6% | Added |
| Bank of Stockton | 875 | $386.7K | 0.13% | −50−5.4% | Reduced |
| Matthew Goff Investment Advisor, LLC | 868 | $382.4K | 0.08% | 00.0% | Unchanged |
| Prosperity Financial Group, Inc. | 867 | $381.9K | 0.27% | +30+3.6% | Added |
| Nations Financial Group Inc, | 861 | $379.3K | 0.04% | +861 | New |
| StrategIQ Financial Group, LLC | 858 | $377.9K | 0.04% | 00.0% | Unchanged |
| Riverwater Partners LLC | 857 | $377.5K | 0.30% | 00.0% | Unchanged |
| Onefund, LLC | 857 | $377.5K | 0.49% | +857 | New |
| Reuter James Wealth Management, LLC | 856 | $377.1K | 0.26% | +11+1.3% | Added |
| Triad Investment Management | 854 | $376.2K | 0.49% | −8−0.9% | Reduced |
| MSH Capital Advisors LLC | 851 | $375.0K | 0.14% | −50−5.5% | Reduced |
| CoreCap Advisors, LLC | 846 | $372.7K | 0.02% | +846 | New |
| Philadelphia Trust Co | 845 | $372.0K | 0.03% | +19+2.3% | Added |
| Sage Mountain Advisors LLC | 841 | $370.5K | 0.04% | −6−0.7% | Reduced |
| Meadow Creek Wealth Advisors LLC | 836 | $368.4K | 0.36% | +836 | New |
| Eqis Capital Management, Inc. | 834 | $367.4K | 0.03% | −385−31.6% | Reduced |
| Seeds Investor LLC | 834 | $367.2K | 0.42% | +834 | New |
| Linscomb & Williams, Inc. | 831 | $365.9K | 0.02% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 826 | $363.9K | 0.14% | 00.0% | Unchanged |
| Ironwood Investment Management LLC | 816 | $359.5K | 0.19% | +12+1.5% | Added |
| JJJ Advisors Inc. | 814 | $358.6K | 0.09% | +41+5.3% | Added |
| Hoylecohen, LLC | 812 | $357.7K | 0.03% | 00.0% | Unchanged |
| Portside Wealth Group, LLC | 812 | $357.7K | 0.07% | +9+1.1% | Added |
| Epic Trust Investment Advisors, LLC | 810 | $356.8K | 0.48% | −20−2.4% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 810 | $356.8K | 0.03% | +353+77.2% | Added |
| Childress Capital Advisors, LLC | 806 | $355.1K | 0.11% | +36+4.7% | Added |
| Change Path, LLC | 805 | $355.0K | 0.02% | +805 | New |
| Meridian Investment Counsel Inc. | 805 | $354.6K | 0.12% | 00.0% | Unchanged |
| Rakuten Investment Management, Inc. | 802 | $354.4K | 0.00% | +802 | New |
| 3Chopt Investment Partners, LLC | 803 | $353.7K | 0.13% | +803 | New |
| Retirement Solution Inc. | 800 | $352.4K | 0.10% | +800 | New |
| Financial Network Wealth Management LLC | 800 | $352.0K | 0.15% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 797 | $351.1K | 0.05% | 00.0% | Unchanged |
| Waddell & Associates, LLC | 797 | $351.1K | 0.05% | 00.0% | Unchanged |
| Wrapmanager Inc | 793 | $349.3K | 0.10% | −59−6.9% | Reduced |
| Curi Capital | 792 | $348.9K | 0.05% | −4−0.5% | Reduced |
| Banco BTG Pactual S.A. | 780 | $344.6K | 0.08% | −420−35.0% | Reduced |
| Catalina Capital Group, LLC | 777 | $342.3K | 0.26% | +777 | New |
| Azimuth Capital Investment Management LLC | 775 | $341.4K | 0.02% | −1−0.1% | Reduced |
| Atlantic Trust, LLC | 774 | $341.0K | 0.09% | +774 | New |
| Family Wealth Group, LLC | 773 | $340.3K | 0.42% | +773 | New |
| Jump Financial, LLC | 772 | $340.1K | 0.01% | −1,366−63.9% | Reduced |
| J. L. Bainbridge & Co., Inc. | 771 | $339.8K | 0.04% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 770 | $339.4K | 0.16% | +770 | New |
| Optas, LLC | 770 | $339.2K | 0.10% | +49+6.8% | Added |
| Anchor Capital Advisors LLC | 766 | $337.4K | 0.01% | −6−0.8% | Reduced |
| Taurus Asset Management, LLC | 766 | $337.4K | 0.04% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 763 | $336.1K | 0.09% | +763 | New |
| LVW Advisors, LLC | 762 | $335.7K | 0.06% | +762 | New |
| Mill Creek Capital Advisors, LLC | 761 | $335.2K | 0.01% | −74−8.9% | Reduced |
| Endowment Wealth Management, Inc. | 755 | $332.4K | 0.28% | −8−1.0% | Reduced |
| Wealthspire Advisors, LLC | 751 | $330.9K | 0.00% | +134+21.7% | Added |
| Somerset Group LLC | 750 | $330.4K | 0.28% | 00.0% | Unchanged |
| LB Partners LLC | 750 | $330.4K | 0.36% | +750 | New |
| Violich Capital Management, Inc. | 750 | $330.0K | 0.05% | 00.0% | Unchanged |
| Ledyard National Bank | 749 | $329.9K | 0.03% | 00.0% | Unchanged |
| Ascent Wealth Partners, LLC | 749 | $329.9K | 0.05% | +8+1.1% | Added |
| Burford Brothers, Inc. | 749 | $329.9K | 0.23% | +749 | New |
| Capital Advisors, Ltd. LLC | 739 | $326.0K | 0.05% | −22−2.9% | Reduced |
| Warren Averett Asset Management, LLC | 740 | $326.0K | 0.01% | −208−21.9% | Reduced |
| Simmons Bank | 738 | $325.1K | 0.03% | 00.0% | Unchanged |
| Integrated Investment Consultants, LLC | 738 | $325.1K | 0.10% | −1−0.1% | Reduced |
| Strategy Asset Managers LLC | 738 | $325.1K | 0.08% | +11+1.5% | Added |
| Capital Planning Advisors, LLC | 736 | $324.2K | 0.06% | +17+2.4% | Added |
| Legacy Advisors, LLC | 735 | $323.8K | 0.04% | +735 | New |
| Gainplan LLC | 732 | $322.5K | 0.17% | −54−6.9% | Reduced |
| ArrowMark Colorado Holdings LLC | 731 | $322.0K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 727 | $320.3K | 0.06% | −1,193−62.1% | Reduced |
| Osborne Partners Capital Management, LLC | 725 | $319.4K | 0.02% | 00.0% | Unchanged |
| Patten & Patten Inc | 724 | $318.9K | 0.03% | −150−17.2% | Reduced |
| Burney Co | 720 | $317.2K | 0.01% | −33−4.4% | Reduced |
| M&R Capital Management Inc | 720 | $317.2K | 0.08% | +20+2.9% | Added |
| Dumont & Blake Investment Advisors LLC | 717 | $316.0K | 0.10% | +717 | New |
| Nwam LLC | 717 | $315.9K | 0.03% | +109+17.9% | Added |
| Mayflower Financial Advisors, LLC | 714 | $314.7K | 0.04% | +23+3.3% | Added |
| Revisor Wealth Management LLC | 713 | $314.1K | 0.36% | −461−39.3% | Reduced |
| First Trust Investment Solutions L.P. | 713 | $314.1K | 0.07% | +713 | New |
| Northwest Bancshares, Inc. | 710 | $312.8K | 0.06% | −23−3.1% | Reduced |
| Sculati Wealth Management, LLC | 709 | $312.3K | 0.15% | +51+7.8% | Added |
| Eclectic Associates Inc | 702 | $309.2K | 0.15% | +49+7.5% | Added |
| New Century Financial Group, LLC | 702 | $309.2K | 0.27% | +702 | New |
| Appleton Partners Inc | 702 | $309.0K | 0.02% | 00.0% | Unchanged |
| Carr Financial Group Corp | 701 | $308.8K | 0.11% | 00.0% | Unchanged |
| Sandler Capital Management | 700 | $308.4K | 0.04% | −9,566−93.2% | Reduced |
| Park Place Capital Corp | 700 | $308.4K | 0.12% | −64−8.4% | Reduced |
| Samalin Investment Counsel, LLC | 699 | $308.2K | 0.16% | +16+2.3% | Added |
| Barnes Pettey Financial Advisors, LLC | 698 | $307.5K | 0.25% | 00.0% | Unchanged |
| CVA Family Office, LLC | 695 | $306.2K | 0.06% | +60+9.4% | Added |
| Peak Planning Group, LLC | 693 | $305.3K | 0.22% | +1+0.1% | Added |
| Biltmore Family Office, LLC | 692 | $304.8K | 0.06% | 00.0% | Unchanged |
| Wellington Wealth Strategies, LLC. | 691 | $304.4K | 0.27% | +691 | New |
| Sound Financial Strategies Group, LLC | 690 | $304.0K | 0.26% | −680−49.6% | Reduced |
| Morris Retirement Advisors, LLC | 686 | $302.3K | 0.20% | +686 | New |
| Veracity Capital LLC | 683 | $300.9K | 0.12% | +41+6.4% | Added |
| Boit C F David | 700 | $300.9K | 0.17% | +700 | New |
| Ifrah Financial Services, Inc. | 680 | $299.8K | 0.09% | −21−3.0% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 680 | $299.6K | 0.16% | +680 | New |
| Corundum Group, Inc. | 679 | $299.1K | 0.15% | +33+5.1% | Added |
| Bell Investment Advisors, Inc | 678 | $298.7K | 0.06% | −123−15.4% | Reduced |
| Wealth Architects, LLC | 678 | $298.7K | 0.04% | +10+1.5% | Added |