Skip to main content
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
SFMG, LLC514$226.2K0.02%−61−10.6%Reduced
Worth Financial Advisory Group, LLC511$225.1K0.18%+511New
Wetzel Investment Advisors, Inc.510$225.0K0.14%+510New
Lafayette Investments, Inc.506$222.9K0.06%+506New
Key Financial Inc506$222.9K0.06%00.0%Unchanged
Meeder Asset Management Inc503$221.6K0.02%+503New
Chapin Davis, Inc.503$221.6K0.09%+503New
First Command Advisory Services, Inc.501$220.7K0.00%00.0%Unchanged
Ipswich Investment Management Co., Inc.501$220.7K0.06%+501New
Veritas Investment Partners (UK) Ltd.500$220.3K0.00%00.0%Unchanged
Wulff, Hansen & Co.500$220.3K0.24%+500New
Marco Investment Management LLC500$220.3K0.02%+500New
Hill Investment Group Partners, LLC500$220.3K0.03%+500New
Aurora Private Wealth, Inc.500$220.0K0.21%+500New
180 Wealth Advisors, LLC504$219.9K0.04%+504New
Montecito Bank & Trust498$219.4K0.05%+498New
Fermata Advisors, LLC493$217.2K0.05%−86−14.9%Reduced
Personal Cfo Solutions, LLC492$217.0K0.04%+492New
New Republic Capital, LLC492$216.8K0.15%+492New
Aviso Wealth Management492$216.8K0.16%+492New
Scissortail Wealth Management, LLC482$216.7K0.07%+482New
Laffer Tengler Investments489$215.4K0.06%+27+5.8%Added
Aveo Capital Partners, LLC489$215.4K0.03%+489New
Cottonwood Capital Advisors, LLC488$215.0K0.18%+488New
Arete Wealth Advisors, LLC485$213.8K0.02%+485New
Hengehold Capital Management LLC485$213.7K0.03%+485New
Red Door Wealth Management, LLC485$213.7K0.05%−91−15.8%Reduced
Smith Anglin Financial, LLC483$212.8K0.02%+483New
D'Orazio & Associates, Inc.483$212.6K0.04%−84−14.8%Reduced
Sunpointe, LLC482$212.3K0.27%+482New
International Assets Investment Management, LLC480$211.4K0.03%−77−13.8%Reduced
Callan Family Office, LLC477$210.1K0.05%+477New
Coastal Investment Advisors, Inc.476$209.9K0.05%+476New
Two Sigma Securities, LLC476$209.7K0.01%−3,060−86.5%Reduced
Single Point Partners, LLC475$209.0K0.05%+475New
Bank of New Hampshire473$208.4K0.06%00.0%Unchanged
Wynn Capital, LLC473$208.4K0.17%+473New
Hendershot Investments Inc.470$207.0K0.03%−29−5.8%Reduced
Hyperion Partners, LLC469$206.6K0.16%+469New
Ewa, LLC454$206.3K0.10%+454New
Koss-Olinger Consulting, LLC467$206.0K0.02%+467New
Novak & Powell Financial Services, Inc.466$205.1K0.14%+466New
Interchange Capital Partners, LLC467$204.8K0.15%−82−14.9%Reduced
Moloney Securities Asset Management, LLC460$202.6K0.03%+460New
Sigma Investment Counselors Inc458$201.8K0.01%−108−19.1%Reduced
Gerber Kawasaki Wealth & Investment Management458$201.8K0.01%+458New
J.W. Cole Advisors, Inc.457$201.4K0.01%+457New
Bragg Financial Advisors, Inc457$201.3K0.01%+457New
LVZ Advisors, Inc.456$200.9K0.03%+456New
Lake Street Financial LLC455$200.4K0.03%+455New
Systematic Alpha Investments, LLC452$199.1K0.01%00.0%Unchanged
Nalls Sherbakoff Group, LLC447$196.9K0.18%00.0%Unchanged
General Partner, Inc.441$193.3K0.16%00.0%Unchanged
SYSTM Wealth Solutions LLC437$192.5K0.03%+437New
Rothschild Investment LLC434$191.2K0.02%+434New
Glassman Wealth Services433$190.7K0.03%+29+7.2%Added
Operose Advisors LLC432$190.3K0.08%+46+11.9%Added
Avalon Trust Co422$185.9K0.02%00.0%Unchanged
Kelly Financial Services LLC408$179.8K0.07%+26+6.8%Added
Princeton Global Asset Management LLC408$179.7K0.05%+8+2.0%Added
Covestor Ltd401$177.0K0.12%+58+16.9%Added
Hamilton Capital Partners Inc.400$176.2K0.04%+400New
Planning Capital Management Corp397$174.9K0.14%+397New
Psagot Value Holdings Ltd. / (Israel)380$168.0K0.08%−20−5.0%Reduced
EverSource Wealth Advisors, LLC372$164.1K0.02%+32+9.4%Added
Stephens Investment Management Group LLC367$161.7K0.00%00.0%Unchanged
Blue Chip Partners, Inc.366$161.0K0.02%00.0%Unchanged
Leonteq Securities AG361$159.0K0.02%−208−36.6%Reduced
American National Bank356$156.8K0.02%−12−3.3%Reduced
Tobam350$154.0K0.01%+343+4,900.0%Added
Osterweis Capital Management Inc346$152.4K0.01%+11+3.3%Added
St Germain D J Co Inc345$152.0K0.01%+40+13.1%Added
Natixis Investment Managers International343$151.1K0.01%00.0%Unchanged
Halpern Financial, Inc.350$150.5K0.05%00.0%Unchanged
Security National Bank335$147.6K0.03%+335New
Boyd Watterson Asset Management LLC324$142.7K0.06%00.0%Unchanged
Country Trust Bank323$142.3K0.00%00.0%Unchanged
Castleview Partners, LLC321$141.4K0.10%−2−0.6%Reduced
Icon Wealth Advisors, LLC317$139.7K0.01%+317New
Resurgent Financial Advisors LLC317$139.6K0.09%+53+20.1%Added
Tortoise Investment Management, LLC314$138.3K0.02%00.0%Unchanged
Harvest Fund Management Co., Ltd305$134.0K0.02%00.0%Unchanged
HighMark Wealth Management LLC300$132.2K0.10%00.0%Unchanged
Caldwell Trust Co295$130.0K0.02%−74−20.1%Reduced
Fairfield Financial Advisors, LTD295$130.0K0.05%00.0%Unchanged
Versant Capital Management, Inc294$129.5K0.04%+4+1.4%Added
Bruce G. Allen Investments, LLC284$125.1K0.11%+284New
Kelly Lawrence W & Associates Inc283$124.7K0.03%00.0%Unchanged
Turtle Creek Wealth Advisors, LLC282$124.2K0.04%+282New
DHJJ Financial Advisors, Ltd.281$123.8K0.06%00.0%Unchanged
Tompkins Financial Corp280$123.3K0.01%00.0%Unchanged
Sugarloaf Wealth Management, LLC267$117.6K0.03%+38+16.6%Added
Harel Insurance Investments & Financial Services Ltd.263$116.0K0.00%00.0%Unchanged
Rational Advisors LLC254$111.9K0.01%−388−60.4%Reduced
Nelson, Van Denburg & Campbell Wealth Management Group, LLC252$111.0K0.01%−92−26.7%Reduced
Webster Bank, N. A.250$110.1K0.01%00.0%Unchanged
AJOVista, LLC246$108.4K0.14%+246New
Harbour Investments, Inc.244$107.5K0.00%+158+183.7%Added
West Paces Advisors Inc.235$103.5K0.03%+8+3.5%Added
Annis Gardner Whiting Capital Advisors, LLC233$102.6K0.05%00.0%Unchanged