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 |
|---|---|---|---|---|---|
| Kestra Advisory Services, LLC | 11,302 | $4.98M | 0.04% | +50+0.4% | Added |
| Financial Counselors Inc | 11,086 | $4.88M | 0.09% | +378+3.5% | Added |
| Bluegrass Capital Partners LP | 11,000 | $4.85M | 5.73% | +11,000 | New |
| Chesley Taft & Associates LLC | 10,988 | $4.84M | 0.27% | +269+2.5% | Added |
| Tower Bridge Advisors | 10,971 | $4.83M | 0.42% | −587−5.1% | Reduced |
| Bogart Wealth, LLC | 10,958 | $4.83M | 0.27% | +789+7.8% | Added |
| PFG Advisors | 10,819 | $4.77M | 0.38% | −25−0.2% | Reduced |
| Pitcairn Co | 10,819 | $4.77M | 0.35% | +1,580+17.1% | Added |
| Freemont Management S.A. | 10,800 | $4.76M | 0.60% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 10,669 | $4.70M | 0.99% | +2,410+29.2% | Added |
| Blue Zone Wealth Advisors, LLC | 10,633 | $4.68M | 1.87% | +422+4.1% | Added |
| Chartwell Investment Partners, LLC | 10,613 | $4.67M | 0.16% | +1,871+21.4% | Added |
| Banco Santander, S.A. | 10,582 | $4.66M | 0.06% | −350−3.2% | Reduced |
| Aperture Investors, LLC | 10,491 | $4.62M | 0.81% | −1,198−10.2% | Reduced |
| Ostrum Asset Management | 10,472 | $4.61M | 0.40% | +740+7.6% | Added |
| Empirical Finance, LLC | 10,435 | $4.60M | 0.32% | +71+0.7% | Added |
| Litman Gregory Asset Management LLC | 10,408 | $4.58M | 0.44% | −6−0.1% | Reduced |
| Freestone Capital Holdings, LLC | 10,403 | $4.58M | 0.21% | +341+3.4% | Added |
| Alerus Financial NA | 10,388 | $4.58M | 0.37% | +135+1.3% | Added |
| Univest Financial Corp | 10,306 | $4.54M | 1.34% | +44+0.4% | Added |
| Northwestern Mutual Investment Management Company, LLC | 10,254 | $4.52M | 0.12% | −17−0.2% | Reduced |
| LGT Group Foundation | 10,156 | $4.49M | 0.10% | −486−4.6% | Reduced |
| GWM Advisors LLC | 10,119 | $4.47M | 0.04% | −536−5.0% | Reduced |
| Synovus Financial Corp | 10,122 | $4.46M | 0.06% | −508−4.8% | Reduced |
| Desjardins Global Asset Management Inc. | 10,112 | $4.45M | 0.48% | −243−2.3% | Reduced |
| Saranac Partners Ltd | 10,097 | $4.45M | 2.94% | −4,466−30.7% | Reduced |
| Cloverfields Capital Group, LP | 10,073 | $4.44M | 1.74% | +459+4.8% | Added |
| Stock Yards Bank & Trust Co | 10,051 | $4.43M | 0.16% | −776−7.2% | Reduced |
| Sandy Spring Bank | 10,013 | $4.41M | 0.22% | +9+0.1% | Added |
| KP Management LLC | 10,000 | $4.41M | 2.18% | +10,000 | New |
| Diligent Investors, LLC | 9,989 | $4.40M | 1.21% | 00.0% | Unchanged |
| Stephens Inc | 9,988 | $4.40M | 0.08% | −3,057−23.4% | Reduced |
| Quantinno Capital Management LP | 9,973 | $4.39M | 0.15% | +3,142+46.0% | Added |
| Coronation Fund Managers Ltd. | 9,909 | $4.37M | 0.12% | +1,534+18.3% | Added |
| Advisory Services Network, LLC | 9,907 | $4.36M | 0.11% | −478−4.6% | Reduced |
| NovaPoint Capital, LLC | 9,814 | $4.32M | 1.61% | −504−4.9% | Reduced |
| Assetmark, Inc | 9,811 | $4.32M | 0.02% | +843+9.4% | Added |
| RBA Wealth Management, LLC | 9,775 | $4.31M | 1.88% | +9,775 | New |
| Meridian Wealth Advisors, LLC | 9,692 | $4.27M | 0.93% | +373+4.0% | Added |
| Zions Bancorporation, N.A. | 9,664 | $4.26M | 0.29% | +296+3.2% | Added |
| Reliant Investment Management, LLC | 9,588 | $4.22M | 2.15% | +58+0.6% | Added |
| BlueMar Capital Management, LLC | 9,514 | $4.19M | 6.32% | −4,693−33.0% | Reduced |
| Cannell Peter B & Co Inc | 9,497 | $4.18M | 0.13% | −10−0.1% | Reduced |
| Raymond James Trust N.A. | 9,383 | $4.13M | 0.11% | +20+0.2% | Added |
| Ninety One SA (PTY) Ltd | 9,327 | $4.11M | 0.62% | 00.0% | Unchanged |
| Credit Agricole S A | 9,265 | $4.08M | 0.08% | −8,403−47.6% | Reduced |
| Pacific Global Investment Management CO | 9,218 | $4.06M | 0.83% | −39−0.4% | Reduced |
| Pine Valley Investments Ltd Liability Co | 9,161 | $4.04M | 0.34% | +1,853+25.4% | Added |
| Taylor Hoffman Wealth Management | 9,119 | $4.02M | 1.81% | +399+4.6% | Added |
| Private Wealth Partners, LLC | 9,062 | $3.99M | 0.34% | +62+0.7% | Added |
| Qsemble Capital Management, LP | 8,985 | $3.96M | 0.99% | +7,085+372.9% | Added |
| Azzad Asset Management Inc | 8,886 | $3.91M | 0.50% | −150−1.7% | Reduced |
| Siemens Fonds Invest GmbH | 8,838 | $3.89M | 0.32% | +532+6.4% | Added |
| Baldwin Investment Management, LLC | 8,769 | $3.86M | 0.60% | +160+1.9% | Added |
| Meitav Dash Investments Ltd | 8,734 | $3.85M | 0.06% | −200−2.2% | Reduced |
| First Hawaiian Bank | 8,718 | $3.84M | 0.12% | −1,051−10.8% | Reduced |
| Advisors Capital Management, LLC | 8,713 | $3.84M | 0.08% | +1,431+19.7% | Added |
| Cutler Investment Counsel LLC | 8,693 | $3.83M | 0.55% | +4,584+111.6% | Added |
| Avantax Advisory Services, Inc. | 8,618 | $3.80M | 0.04% | +691+8.7% | Added |
| Brendel Financial Advisors LLC | 8,618 | $3.80M | 2.49% | −250−2.8% | Reduced |
| Central Trust Co | 8,581 | $3.78M | 0.10% | −49−0.6% | Reduced |
| Concurrent Investment Advisors, LLC | 8,553 | $3.77M | 0.18% | +8,553 | New |
| Fortis Capital Management LLC | 8,521 | $3.75M | 0.96% | +5,446+177.1% | Added |
| Northcape Capital Pty Ltd | 8,520 | $3.75M | 0.44% | −2,146−20.1% | Reduced |
| Bright Rock Capital Management, LLC | 8,500 | $3.74M | 0.85% | 00.0% | Unchanged |
| Scotia Capital Inc. | 8,477 | $3.73M | 0.02% | +236+2.9% | Added |
| Prime Capital Investment Advisors, LLC | 8,454 | $3.72M | 0.06% | +7,750+1,100.9% | Added |
| Impax Asset Management Group plc | 8,422 | $3.71M | 0.01% | +1,385+19.7% | Added |
| FJ Investments, LLC | 8,400 | $3.70M | 0.18% | +8,400 | New |
| Thomasville National Bank | 8,377 | $3.69M | 0.33% | 00.0% | Unchanged |
| Umb Bank N A | 8,366 | $3.69M | 0.05% | +16+0.2% | Added |
| Stratos Wealth Partners, LTD. | 8,146 | $3.59M | 0.07% | +252+3.2% | Added |
| Silvercrest Asset Management Group LLC | 8,146 | $3.59M | 0.03% | +760+10.3% | Added |
| CapitalatWork S.A. | 8,100 | $3.57M | 0.13% | +8,100 | New |
| Illinois Municipal Retirement Fund | 8,044 | $3.54M | 0.06% | +2,174+37.0% | Added |
| Invera Wealth Advisors, LLC | 8,023 | $3.53M | 2.21% | +8,023 | New |
| Graham Capital Management, L.P. | 8,000 | $3.52M | 0.11% | −54,200−87.1% | Reduced |
| Kentucky Farm Bureau Mutual Insurance Co | 8,000 | $3.52M | 0.91% | 00.0% | Unchanged |
| Wills Financial Group, Inc. | 7,936 | $3.50M | 1.77% | +355+4.7% | Added |
| Connectus Wealth, LLC | 94,238 | $3.49M | 0.07% | +77,548+464.6% | Added |
| Van Eck Associates Corp | 7,908 | $3.48M | 0.01% | +237+3.1% | Added |
| Wellington Shields & Co., LLC | 7,900 | $3.48M | 1.28% | 00.0% | Unchanged |
| Twin Capital Management Inc | 7,883 | $3.47M | 0.45% | −99−1.2% | Reduced |
| Factorial Partners, LLC | 7,800 | $3.44M | 2.18% | 00.0% | Unchanged |
| Rockingstone Advisors LLC | 7,795 | $3.43M | 1.92% | −2,287−22.7% | Reduced |
| Worldquant Millennium Advisors LLC | 7,702 | $3.39M | 0.05% | +7,702 | New |
| Pettee Investors, Inc. | 7,634 | $3.36M | 1.49% | −143−1.8% | Reduced |
| Altfest L J & Co Inc | 7,615 | $3.35M | 0.49% | −17−0.2% | Reduced |
| Investment Management Corp of Ontario | 7,564 | $3.33M | 0.08% | +7,564 | New |
| Hilltop Holdings Inc. | 7,552 | $3.33M | 0.38% | +92+1.2% | Added |
| Freedom Day Solutions, LLC | 7,519 | $3.31M | 1.30% | −155−2.0% | Reduced |
| Kesler, Norman & Wride, LLC | 7,497 | $3.30M | 0.76% | −447−5.6% | Reduced |
| Kampmann Melissa S. | 7,487 | $3.30M | 2.82% | +221+3.0% | Added |
| Arlington Partners LLC | 7,471 | $3.29M | 0.95% | −302−3.9% | Reduced |
| Brady Family Wealth, LLC | 7,468 | $3.29M | 1.13% | +260+3.6% | Added |
| Tokio Marine Asset Management Co Ltd | 7,462 | $3.29M | 0.18% | +229+3.2% | Added |
| Settian Capital LP | 7,422 | $3.27M | 2.61% | 00.0% | Unchanged |
| Andra AP-fonden | 7,412 | $3.27M | 0.17% | −3,600−32.7% | Reduced |
| Williams Jones Wealth Management, LLC. | 7,386 | $3.25M | 0.05% | −20−0.3% | Reduced |
| Itau Unibanco Holding S.A. | 7,310 | $3.23M | 0.11% | +6,494+795.8% | Added |