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Livermore
Livermore
ZHEN

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.

Institutional holdersQ4 2023: 1,774 institutions
Q1 2021: 1,300 institutionsQ2 2021: 1,358 institutionsQ3 2021: 1,417 institutionsQ4 2021: 1,541 institutionsQ1 2022: 1,650 institutionsQ2 2022: 1,559 institutionsQ3 2022: 1,501 institutionsQ4 2022: 1,571 institutionsQ1 2023: 1,598 institutionsQ2 2023: 1,622 institutionsQ3 2023: 1,625 institutionsQ4 2023: 1,774 institutionsQ1 2024: 1,836 institutionsQ2 2024: 1,843 institutionsQ3 2024: 1,937 institutionsQ4 2024: 2,046 institutionsQ1 2025: 2,082 institutionsQ2 2025: 2,068 institutionsQ3 2025: 2,059 institutionsQ4 2025: 2,204 institutionsQ1 2026: 2,127 institutionsQ2 2026: 2,076 institutions
Value heldQ4 2023: $121.3B
Q1 2021: $76.2BQ2 2021: $92.0BQ3 2021: $95.7BQ4 2021: $107.5BQ1 2022: $127.4BQ2 2022: $99.6BQ3 2022: $87.7BQ4 2022: $93.8BQ1 2023: $95.3BQ2 2023: $111.1BQ3 2023: $100.4BQ4 2023: $121.3BQ1 2024: $115.2BQ2 2024: $121.4BQ3 2024: $140.2BQ4 2024: $134.2BQ1 2025: $135.4BQ2 2025: $140.5BQ3 2025: $126.8BQ4 2025: $137.4BQ1 2026: $108.7BQ2 2026: $105.7B
Institutions holding SPGI and their total value by quarter
QuarterHoldersValue
Q2 20262,076$105.7B
Q1 20262,127$108.7B
Q4 20252,204$137.4B
Q3 20252,059$126.8B
Q2 20252,068$140.5B
Q1 20252,082$135.4B
Q4 20242,046$134.2B
Q3 20241,937$140.2B
Q2 20241,843$121.4B
Q1 20241,836$115.2B
Q4 20231,774$121.3B
Q3 20231,625$100.4B
Q2 20231,622$111.1B
Q1 20231,598$95.3B
Q4 20221,571$93.8B
Q3 20221,501$87.7B
Q2 20221,559$99.6B
Q1 20221,650$127.4B
Q4 20211,541$107.5B
Q3 20211,417$95.7B
Q2 20211,358$92.0B
Q1 20211,300$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.

Institutions holding SPGI in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Benchmark Investment Advisors LLC678$298.5K0.28%+678New
Wealthcare Advisory Partners LLC677$298.1K0.01%−106−13.5%Reduced
Finivi Inc.675$297.5K0.29%+675New
AMG National Trust Bank675$297.4K0.01%−150−18.2%Reduced
Grove Bank & Trust675$297.4K0.05%−81−10.7%Reduced
City State Bank672$296.0K0.15%−15−2.2%Reduced
Stratos Wealth Advisors, LLC669$294.9K0.02%+669New
Sand Hill Global Advisors, LLC666$293.4K0.01%+666New
D.B. Root & Company, LLC662$291.6K0.11%+23+3.6%Added
Eagle Bay Advisors LLC660$290.7K0.18%−153−18.8%Reduced
Allred Capital Management, LLC659$290.3K0.13%−1−0.2%Reduced
Global Retirement Partners, LLC664$290.1K0.01%+198+42.5%Added
Goodman Advisory Group, LLC656$289.0K0.10%00.0%Unchanged
Oxford Asset Management LLP656$289.0K0.44%+656New
Traphagen Investment Advisors LLC653$287.7K0.03%−125−16.1%Reduced
Pasadena Private Wealth, LLC653$287.7K0.07%00.0%Unchanged
Compass Wealth Management LLC653$287.7K0.08%00.0%Unchanged
Stablepoint Partners, LLC653$287.7K0.07%+653New
Jennison Associates LLC651$286.8K0.00%−387,238−99.8%Reduced
Romano Brothers and Company651$286.8K0.04%−99−13.2%Reduced
Rock Point Advisors, LLC650$286.3K0.09%−100−13.3%Reduced
Alera Investment Advisors, LLC647$284.8K0.04%+8+1.3%Added
Compass Ion Advisors, LLC645$284.1K0.04%−23−3.4%Reduced
Smart Money Group LLC641$282.2K0.12%+641New
Darwin Advisors, LLC638$281.2K0.08%−57−8.2%Reduced
MQS Management LLC638$281.1K0.16%+638New
Jaffetilchin Investment Partners, LLC637$280.6K0.03%+1+0.2%Added
Northstar Asset Management LLC633$278.8K0.07%00.0%Unchanged
David R. Rahn & Associates Inc.633$278.8K0.12%00.0%Unchanged
Canopy Partners, LLC631$278.0K0.17%+631New
TFC Financial Management630$277.5K0.06%−1−0.2%Reduced
BKD Wealth Advisors, LLC627$276.2K0.01%+23+3.8%Added
VeraBank, N.A.626$275.8K0.09%00.0%Unchanged
Vista Wealth Management Group, LLC620$273.3K0.02%+620New
Manchester Capital Management LLC618$272.2K0.04%+49+8.6%Added
BlueCrest Capital Management Ltd615$270.9K0.05%−1,279−67.5%Reduced
Trust Co of Toledo NA611$269.2K0.05%00.0%Unchanged
VisionPoint Advisory Group, LLC611$269.2K0.10%+13+2.2%Added
Busey Wealth Management611$269.2K0.01%+611New
Gould Asset Management LLC608$267.8K0.07%+608New
Legacy Wealth Management, LLC605$266.5K0.13%00.0%Unchanged
Ted Buchan & Co604$266.1K0.19%00.0%Unchanged
Tyche Wealth Partners LLC602$265.2K0.06%+602New
Provence Wealth Management Group601$264.8K0.14%+601New
Goldstein Advisors, LLC599$263.9K0.04%−33−5.2%Reduced
Courage Miller Partners, LLC595$262.1K0.10%00.0%Unchanged
Naviter Wealth, LLC595$262.1K0.05%+595New
ML & R Wealth Management LLC594$261.7K0.06%00.0%Unchanged
Wellspring Financial Advisors, LLC594$261.5K0.07%−72−10.8%Reduced
National Philanthropic Trust593$261.2K0.01%+593New
StrongBox Wealth, LLC585$257.7K0.15%+10+1.7%Added
BSW Wealth Partners582$256.4K0.05%+582New
Focus Financial Network Inc582$256.4K0.01%+582New
Great Valley Advisor Group, Inc.581$255.6K0.01%+13+2.3%Added
Ruggaard & Associates LLC580$255.5K0.14%+5+0.9%Added
Peterson Wealth Services577$254.2K0.11%+577New
Kovitz Investment Group Partners, LLC577$254.2K0.00%+577New
Capital Market Strategies LLC575$253.3K0.22%−37−6.0%Reduced
Convergence Investment Partners, LLC574$253.0K0.13%−10−1.7%Reduced
Affinity Capital Advisors, LLC573$252.4K0.06%00.0%Unchanged
Forbes J M & Co LLP569$250.7K0.03%00.0%Unchanged
Howard Capital Management Group, LLC569$250.7K0.02%00.0%Unchanged
IVC Wealth Advisors LLC567$249.8K0.16%+18+3.3%Added
First Nebraska Trust Co567$249.8K0.03%+567New
Diversified Portfolios, Inc.566$249.3K0.04%−1−0.2%Reduced
Spouting Rock Asset Management, LLC565$248.9K0.09%+565New
Marex Group plc565$248.9K0.01%+565New
Aprio Wealth Management, LLC565$248.7K0.06%+565New
Rosenbaum Jay D.563$248.0K0.64%−72−11.3%Reduced
Venture Visionary Partners LLC562$247.6K0.01%00.0%Unchanged
Healthcare of Ontario Pension Plan Trust Fund562$247.6K0.00%+3+0.5%Added
Atomi Financial Group, Inc.559$246.1K0.03%+559New
Salem Investment Counselors Inc557$245.4K0.01%00.0%Unchanged
Traveka Wealth, LLC557$245.4K0.12%+557New
Sound View Wealth Advisors Group, LLC556$245.1K0.03%+556New
Shufro Rose & Co LLC667$243.7K0.02%00.0%Unchanged
Journey Strategic Wealth LLC551$242.7K0.01%−110−16.6%Reduced
Advus Financial Partners, LLC549$241.8K0.08%+549New
Bouchey Financial Group Ltd548$241.4K0.03%−3−0.5%Reduced
Financial Alternatives, Inc548$241.4K0.20%00.0%Unchanged
Independent Wealth Network Inc.548$241.4K0.13%+548New
Cidel Asset Management Inc544$239.6K0.01%+544New
Ethos Financial Group, LLC543$239.0K0.05%+543New
RSM US Wealth Management LLC542$238.8K0.01%+542New
Grimes & Company, Inc.541$238.3K0.01%+541New
Sapient Capital LLC534$235.2K0.01%+534New
Fulton Breakefield Broenniman LLC533$234.8K0.02%−50−8.6%Reduced
Ruane, Cunniff & Goldfarb L.P.531$233.9K0.00%+531New
Values First Advisors, Inc.530$233.4K0.14%+530New
Principal Street Partners, LLC529$232.9K0.06%+529New
Concord Asset Management, LLC521$229.6K0.07%−972−65.1%Reduced
Financial Perspectives, Inc520$229.2K0.09%+1+0.2%Added
Deseret Mutual Benefit Administrators520$229.1K0.13%−214−29.2%Reduced
Eagle Asset Management Inc518$228.2K0.00%+518New
XML Financial, LLC518$228.2K0.02%+518New
StoneX Group Inc.517$227.8K0.02%−300−36.7%Reduced
Five Oceans Advisors517$227.7K0.13%+517New
Thrive Capital Management, LLC517$227.7K0.12%+517New
McDaniel Terry & Co515$227.0K0.02%+515New
Pinnacle Bancorp, Inc.514$226.4K0.07%+37+7.8%Added