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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
1,773
+173 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
269
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
Towarzystwo Funduszy Inwestycyjnych Pzu SA231$101.8K0.05%+231New
Disciplina Capital Management LLC229$101.0K0.02%00.0%Unchanged
HHM Wealth Advisors, LLC229$100.9K0.02%+60+35.5%Added
Farmers & Merchants Investments Inc228$100.4K0.00%00.0%Unchanged
Impact Partnership Wealth, LLC222$97.8K0.04%+196+753.8%Added
Focused Wealth Management, Inc203$89.4K0.01%00.0%Unchanged
JFS Wealth Advisors, LLC203$89.4K0.01%+37+22.3%Added
Cornerstone Planning Group LLC201$88.5K0.03%+13+6.9%Added
PFS Partners, LLC195$86.0K0.06%−1−0.5%Reduced
Exchange Traded Concepts, LLC195$85.9K0.00%−890−82.0%Reduced
Arlington Trust Co LLC190$83.7K0.02%−7,583−97.6%Reduced
Fortis Group Advisors, LLC180$79.3K0.02%+90+100.0%Added
Addison Advisors LLC176$77.5K0.03%+44+33.3%Added
MV Capital Management, Inc.173$76.2K0.01%+10+6.1%Added
Mascoma Wealth Management LLC169$74.4K0.02%00.0%Unchanged
Carmichael Hill & Associates, Inc.167$73.6K0.03%00.0%Unchanged
GoalVest Advisory LLC166$73.1K0.03%+16+10.7%Added
Indiana Trust & Investment Management CO155$68.3K0.03%00.0%Unchanged
Atticus Wealth Management, LLC154$67.8K0.02%00.0%Unchanged
Evermay Wealth Management LLC153$67.4K0.01%+3+2.0%Added
Hall Laurie J Trustee145$64.0K0.02%00.0%Unchanged
Asset Dedication, LLC144$64.0K0.01%+47+48.5%Added
Mondrian Investment Partners LTD144$63.4K0.00%−192,587−99.9%Reduced
BOK Financial Private Wealth, Inc.144$63.4K0.01%+109+311.4%Added
BKM Wealth Management, LLC143$63.0K0.03%+143New
Spartan Planning & Wealth Management140$61.7K0.07%−120−46.2%Reduced
Geo Capital Gestora de Recursos Ltd136$60.0K0.07%−14−9.3%Reduced
Tradition Wealth Management, LLC133$59.0K0.01%−1−0.7%Reduced
Clean Yield Group133$58.6K0.02%00.0%Unchanged
Centennial Bank133$58.6K0.04%00.0%Unchanged
Gradient Investments LLC127$55.9K0.00%−1−0.8%Reduced
ZRC Wealth Management, LLC150$54.8K0.03%+150New
Glen Eagle Advisors, LLC123$54.2K0.01%−2−1.6%Reduced
McIlrath & Eck, LLC123$54.2K0.01%00.0%Unchanged
Horizon Bancorp Inc122$54.0K0.03%00.0%Unchanged
Atlas Capital Advisors LLC122$53.7K0.01%+72+144.0%Added
Geneos Wealth Management Inc.121$53.5K0.00%−47−28.0%Reduced
First Financial Corp121$53.3K0.03%+35+40.7%Added
Rosenberg Matthew Hamilton120$52.9K0.02%00.0%Unchanged
Core Alternative Capital118$52.0K0.01%−474−80.1%Reduced
Arrow Financial Corp118$52.0K0.01%+8+7.3%Added
Grayhawk Investment Strategies Inc.114$50.2K0.03%00.0%Unchanged
Armstrong Advisory Group, Inc112$49.3K0.00%00.0%Unchanged
DT Investment Partners, LLC107$48.6K0.01%+71+197.2%Added
Pension & Wealth Management Advisors, Inc.110$48.5K0.03%+110New
Archer Investment Corp105$46.3K0.01%00.0%Unchanged
FinTrust Capital Advisors, LLC105$46.3K0.01%+26+32.9%Added
FSA Wealth Management LLC105$46.0K0.02%+105New
New Millennium Group LLC104$45.8K0.04%00.0%Unchanged
Institutional & Family Asset Management, LLC103$45.4K0.01%00.0%Unchanged
West Branch Capital LLC103$45.4K0.02%+9+9.6%Added
Oakworth Capital, Inc.101$44.5K0.00%+24+31.2%Added
Guardian Wealth Management, Inc.100$43.9K0.04%00.0%Unchanged
Rain Capital Management, LLC99$43.6K0.03%+3+3.1%Added
EdgeRock Capital LLC95$43.1K0.03%+95New
Fortitude Family Office, LLC97$42.7K0.03%+97New
Greenwood Gearhart Inc96$42.3K0.00%+96New
GPS Wealth Strategies Group, LLC95$41.8K0.01%00.0%Unchanged
Clarity Asset Management, Inc.95$41.8K0.03%+95New
Carolinas Wealth Consulting LLC88$38.9K0.01%+15+20.5%Added
Bangor Savings Bank88$38.8K0.00%−25−22.1%Reduced
MCF Advisors LLC87$38.3K0.00%+51+141.7%Added
HWG Holdings LP85$37.4K0.02%00.0%Unchanged
Plato Investment Management Ltd85$37.4K0.05%+85New
Baystate Wealth Management LLC82$36.2K0.00%+21+34.4%Added
Frazier Financial Advisors, LLC82$36.1K0.03%+82New
State of Wyoming77$33.9K0.01%00.0%Unchanged
Aspect Partners, LLC77$33.9K0.02%+77New
LFA - Lugano Financial Advisors SA75$33.0K0.03%+50+200.0%Added
Kathleen S. Wright Associates Inc.72$31.6K0.02%+2+2.9%Added
Hobbs Group Advisors, LLC70$30.8K0.01%+70New
Larson Financial Group LLC64$28.4K0.00%+8+14.3%Added
Oliver Lagore Vanvalin Investment Group64$28.2K0.01%+25+64.1%Added
West Tower Group, LLC63$27.8K0.06%−246−79.6%Reduced
Washington Trust Advisors, Inc.61$27.0K0.00%00.0%Unchanged
Financial Management Professionals, Inc.61$27.0K0.00%00.0%Unchanged
Pineridge Advisors LLC60$26.4K0.01%+60New
Raffa Wealth Management, LLC59$26.0K0.01%00.0%Unchanged
Pacifica Partners Inc.61$25.8K0.01%00.0%Unchanged
Private Wealth Management Group, LLC58$25.6K0.01%+58New
Householder Group Estate & Retirement Specialist, LLC59$25.0K0.01%00.0%Unchanged
Abound Wealth Management55$24.3K0.01%−9−14.1%Reduced
Valued Wealth Advisors LLC63$23.2K0.02%+63New
Power Corp of Canada52$22.9K0.00%+52New
Westside Investment Management, Inc.51$22.5K0.01%00.0%Unchanged
Beaird Harris Wealth Management, LLC51$22.5K0.00%+51New
Long Island Wealth Management, Inc.49$22.0K0.02%+49New
First Pacific Financial49$21.6K0.01%−12−19.7%Reduced
Quarry LP48$21.1K0.01%+48New
Hexagon Capital Partners LLC47$20.7K0.00%+3+6.8%Added
Creative Capital Management Investments LLC43$18.9K0.01%00.0%Unchanged
DSM Capital Partners LLC42$18.5K0.00%+42New
TCTC Holdings, LLC41$18.1K0.00%00.0%Unchanged
PrairieView Partners, LLC41$18.0K0.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.40$17.7K0.01%−34−45.9%Reduced
Silicon Valley Capital Partners40$17.7K0.00%00.0%Unchanged
Able Wealth Management LLC40$17.6K0.02%+40New
Northwest Financial Advisors40$17.4K0.01%+40New
Toth Financial Advisory Corp39$17.2K0.00%00.0%Unchanged
Cape Investment Advisory, Inc.39$17.2K0.01%+39New