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 |
|---|---|---|---|---|---|
| SRS Capital Advisors, Inc. | 7,288 | $3.21M | 0.36% | +178+2.5% | Added |
| Clearstead Advisors, LLC | 7,219 | $3.18M | 0.17% | +394+5.8% | Added |
| Boston Financial Mangement LLC | 7,217 | $3.18M | 0.11% | −100−1.4% | Reduced |
| Shelton Capital Management | 7,217 | $3.18M | 0.10% | +449+6.6% | Added |
| Sequoia Financial Advisors, LLC | 7,193 | $3.17M | 0.04% | +3,181+79.3% | Added |
| Mirabaud & Cie SA | 7,146 | $3.15M | 1.05% | +7,146 | New |
| Tocqueville Asset Management L.P. | 7,099 | $3.13M | 0.06% | −3,490−33.0% | Reduced |
| Vantage Investment Partners, LLC | 7,058 | $3.11M | 0.31% | +5,602+384.8% | Added |
| Olstein Capital Management, L.P. | 7,000 | $3.08M | 0.52% | −1,500−17.6% | Reduced |
| Adviser Investments LLC | 6,964 | $3.07M | 0.04% | +6,964 | New |
| Fortress Wealth Management, Inc. | 6,943 | $3.06M | 1.67% | +10.0% | Added |
| Brasada Capital Management, LP | 6,905 | $3.04M | 0.60% | +6,905 | New |
| Veriti Management LLC | 6,900 | $3.04M | 0.27% | +720+11.7% | Added |
| Vestcor Inc | 6,880 | $3.03M | 0.10% | −74−1.1% | Reduced |
| Bank of Hawaii | 6,877 | $3.03M | 0.16% | −698−9.2% | Reduced |
| Certified Advisory Corp | 6,855 | $3.02M | 0.46% | −445−6.1% | Reduced |
| CFS Investment Advisory Services, LLC | 6,814 | $3.00M | 0.54% | −839−11.0% | Reduced |
| Virtu Financial LLC | 6,769 | $2.98M | 0.24% | −3,069−31.2% | Reduced |
| Morton Community Bank | 6,764 | $2.98M | 0.97% | +6,764 | New |
| Horizon Investments, LLC | 6,734 | $2.97M | 0.08% | +862+14.7% | Added |
| Linden Thomas Advisory Services, LLC | 6,724 | $2.96M | 0.55% | +483+7.7% | Added |
| HRT Financial LP | 6,712 | $2.96M | 0.02% | +6,712 | New |
| Signaturefd, LLC | 6,644 | $2.93M | 0.07% | +691+11.6% | Added |
| Legacy Financial Strategies, LLC | 6,629 | $2.92M | 0.83% | −30−0.5% | Reduced |
| CAPROCK Group, Inc. | 6,608 | $2.91M | 0.19% | +1,320+25.0% | Added |
| Herold Advisors, Inc. | 6,590 | $2.90M | 0.80% | −20.0% | Reduced |
| Dynamic Advisor Solutions LLC | 6,747 | $2.89M | 0.11% | +4,927+270.7% | Added |
| Hills Bank & Trust Co | 6,544 | $2.88M | 0.28% | −15−0.2% | Reduced |
| Nomura Holdings Inc | 6,528 | $2.88M | 0.03% | +5,603+605.7% | Added |
| Clifford Swan Investment Counsel LLC | 6,486 | $2.86M | 0.11% | −80−1.2% | Reduced |
| Empowered Funds, LLC | 6,442 | $2.84M | 0.07% | +586+10.0% | Added |
| Fisher Asset Management, LLC | 6,383 | $2.81M | 0.00% | +60+0.9% | Added |
| Bleakley Financial Group, LLC | 6,383 | $2.81M | 0.09% | +1,024+19.1% | Added |
| GAM Holding AG | 6,376 | $2.81M | 0.21% | +20+0.3% | Added |
| Sawtooth Solutions, LLC | 6,366 | $2.80M | 0.08% | +1,007+18.8% | Added |
| Chilton Investment Co LLC | 6,297 | $2.77M | 0.08% | +1,561+33.0% | Added |
| Windmill Hill Asset Management Ltd | 6,290 | $2.77M | 1.61% | 00.0% | Unchanged |
| First Foundation Advisors | 6,244 | $2.75M | 0.13% | −2,566−29.1% | Reduced |
| Coldstream Capital Management Inc | 6,220 | $2.74M | 0.08% | +1,291+26.2% | Added |
| GTS Securities LLC | 6,147 | $2.71M | 0.06% | +2,560+71.4% | Added |
| Ceera Investments, LLC | 6,141 | $2.71M | 1.27% | −30−0.5% | Reduced |
| Cypress Capital Group | 6,125 | $2.70M | 0.35% | −135−2.2% | Reduced |
| Private Advisor Group, LLC | 6,052 | $2.67M | 0.02% | +707+13.2% | Added |
| Paradigm Financial Partners, LLC | 6,049 | $2.66M | 0.65% | +89+1.5% | Added |
| Spears Abacus Advisors LLC | 6,035 | $2.66M | 0.21% | −105−1.7% | Reduced |
| Regents of the University of California | 6,000 | $2.64M | 0.33% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 5,970 | $2.63M | 0.10% | +213+3.7% | Added |
| Intrust Bank NA | 5,942 | $2.62M | 0.30% | −44−0.7% | Reduced |
| Lindsell Train LtdSuperinvestorLindsell Train | 5,900 | $2.60M | 0.05% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 5,820 | $2.56M | 0.61% | +2,427+71.5% | Added |
| Sterling Investment Management, Inc. | 5,771 | $2.54M | 1.86% | −75−1.3% | Reduced |
| Texas Yale Capital Corp. | 5,771 | $2.54M | 0.12% | +141+2.5% | Added |
| Harbor Capital Advisors, Inc. | 5,750 | $2.53M | 0.49% | +11+0.2% | Added |
| Delta Investment Management, LLC | 5,750 | $2.53M | 0.63% | −646−10.1% | Reduced |
| Trust Co of Vermont | 5,744 | $2.53M | 0.17% | −295−4.9% | Reduced |
| Capital Investment Counsel, LLC | 5,716 | $2.52M | 0.95% | +5,716 | New |
| Meridian Wealth Management, LLC | 5,707 | $2.51M | 0.16% | +5,707 | New |
| Okabena Investment Services Inc | 5,687 | $2.51M | 0.98% | +1,359+31.4% | Added |
| Mather Group, LLC. | 5,614 | $2.47M | 0.04% | −87−1.5% | Reduced |
| Centaurus Financial, Inc. | 5,564 | $2.45M | 0.19% | −1,431−20.5% | Reduced |
| Sustainable Insight Capital Management, LLC | 5,554 | $2.45M | 1.99% | −2,600−31.9% | Reduced |
| WealthPLAN Partners, LLC | 5,546 | $2.44M | 0.25% | +169+3.1% | Added |
| DoubleLine ETF Adviser LP | 5,451 | $2.40M | 0.69% | +439+8.8% | Added |
| Montag A & Associates Inc | 5,419 | $2.39M | 0.13% | +210+4.0% | Added |
| Atom Investors LP | 5,403 | $2.38M | 0.42% | −4,046−42.8% | Reduced |
| Dodge & Cox | 5,400 | $2.38M | 0.00% | 00.0% | Unchanged |
| Cohen Klingenstein LLC | 5,400 | $2.38M | 0.10% | 00.0% | Unchanged |
| Clear Rock Advisors, LLC | 5,355 | $2.34M | 1.06% | +5,355 | New |
| Sanibel Captiva Trust Company, Inc. | 5,323 | $2.34M | 0.09% | +5,323 | New |
| Absoluto Partners Gestao de Recursos Ltda | 5,261 | $2.32M | 1.28% | +489+10.2% | Added |
| Ridgecrest Wealth Partners, LLC | 5,227 | $2.30M | 1.52% | −1,000−16.1% | Reduced |
| WD Rutherford LLC | 5,130 | $2.28M | 1.33% | −5−0.1% | Reduced |
| Madison Asset Management, LLC | 5,122 | $2.26M | 0.03% | +2,528+97.5% | Added |
| Harrell Investment Partners, LLC | 5,108 | $2.25M | 0.70% | +103+2.1% | Added |
| Cypress Asset Management Inc | 5,095 | $2.24M | 0.68% | −36−0.7% | Reduced |
| American State Bank (Iowa) | 5,089 | $2.24M | 1.43% | +14+0.3% | Added |
| Ascent Group, LLC | 5,217 | $2.24M | 0.21% | +352+7.2% | Added |
| NEOS Investment Management LLC | 5,075 | $2.24M | 0.21% | +1,233+32.1% | Added |
| Consolidated Planning Corp | 5,051 | $2.23M | 0.41% | +310+6.5% | Added |
| AIA Group Ltd | 5,040 | $2.22M | 0.09% | +499+11.0% | Added |
| Argus Investors' Counsel, Inc. | 5,026 | $2.21M | 1.42% | +19+0.4% | Added |
| Viking Fund Management LLC | 5,000 | $2.20M | 0.43% | 00.0% | Unchanged |
| MMBG Investment Advisors Co. | 4,960 | $2.18M | 0.26% | −50−1.0% | Reduced |
| Enterprise Bank & Trust Co | 4,943 | $2.18M | 0.78% | 00.0% | Unchanged |
| American Money Management, LLC | 4,929 | $2.17M | 0.49% | +13+0.3% | Added |
| Robertson Stephens Wealth Management, LLC | 4,907 | $2.16M | 0.14% | +17+0.3% | Added |
| IFP Advisors, Inc | 4,892 | $2.15M | 0.10% | +416+9.3% | Added |
| Cozad Asset Management Inc | 4,886 | $2.15M | 0.25% | −964−16.5% | Reduced |
| Waratah Capital Advisors Ltd. | 4,860 | $2.14M | 0.12% | −589−10.8% | Reduced |
| Van Hulzen Asset Management, LLC | 4,818 | $2.12M | 0.15% | 00.0% | Unchanged |
| WealthPlan Investment Management, LLC | 4,812 | $2.12M | 0.34% | +391+8.8% | Added |
| Cynosure Management, LLC | 4,792 | $2.11M | 0.38% | +4,792 | New |
| Lederer & Associates Investment Counsel | 4,785 | $2.11M | 1.56% | −103−2.1% | Reduced |
| Resonant Capital Advisors, LLC | 4,776 | $2.10M | 0.20% | +1,538+47.5% | Added |
| Main Street Financial Solutions, LLC | 4,767 | $2.10M | 0.27% | +165+3.6% | Added |
| NBT Bank N A | 4,753 | $2.09M | 0.16% | −375−7.3% | Reduced |
| Ashford Capital Management Inc | 4,718 | $2.08M | 0.28% | +947+25.1% | Added |
| Dohj, LLC | 4,667 | $2.06M | 0.61% | +1,522+48.4% | Added |
| Resources Investment Advisors, LLC. | 4,655 | $2.05M | 0.04% | −65−1.4% | Reduced |
| Bayesian Capital Management, LP | 4,645 | $2.05M | 0.22% | +4,645 | New |