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 |
|---|---|---|---|---|---|
| Capital Group Investment Management Pte. Ltd. | 4,637 | $2.04M | 0.21% | +372+8.7% | Added |
| Parallel Advisors, LLC | 4,610 | $2.03M | 0.06% | +740+19.1% | Added |
| Farther Finance Advisors, LLC | 4,592 | $2.02M | 0.15% | +3,402+285.9% | Added |
| Lake Street Advisors Group, LLC | 4,566 | $2.01M | 0.10% | +4,566 | New |
| Rodgers Brothers Inc. | 4,565 | $2.01M | 0.32% | −30−0.7% | Reduced |
| Cyndeo Wealth Partners, LLC | 4,550 | $2.00M | 0.19% | +1,754+62.7% | Added |
| Great Lakes Retirement, Inc. | 4,531 | $2.00M | 0.33% | −34−0.7% | Reduced |
| Chatham Capital Group, Inc. | 4,530 | $2.00M | 0.40% | −110−2.4% | Reduced |
| Vident Advisory, LLC | 4,529 | $2.00M | 0.05% | −3,704−45.0% | Reduced |
| Chemistry Wealth Management LLC | 4,520 | $1.99M | 0.60% | +31+0.7% | Added |
| AXS Investments LLC | 4,518 | $1.99M | 0.48% | −310−6.4% | Reduced |
| Whitener Capital Management, Inc. | 4,500 | $1.98M | 0.72% | 00.0% | Unchanged |
| Geneva Capital Management LLC | 4,482 | $1.97M | 0.04% | −228−4.8% | Reduced |
| Jones Financial Companies LLLP | 4,481 | $1.97M | 0.00% | +4,276+2,085.9% | Added |
| Profund Advisors LLC | 4,407 | $1.94M | 0.08% | +714+19.3% | Added |
| Legacy Wealth Asset Management, LLC | 4,395 | $1.94M | 0.64% | −11−0.2% | Reduced |
| Cubist Systematic Strategies, LLC | 4,378 | $1.93M | 0.02% | +4,378 | New |
| Regal Investment Advisors LLC | 4,376 | $1.93M | 0.15% | +1,749+66.6% | Added |
| Westpac Banking Corp | 4,374 | $1.93M | 0.16% | −108−2.4% | Reduced |
| National Asset Management, Inc. | 4,359 | $1.92M | 0.05% | −264−5.7% | Reduced |
| Ballentine Partners, LLC | 4,297 | $1.89M | 0.04% | +358+9.1% | Added |
| Parsons Capital Management Inc | 4,271 | $1.88M | 0.13% | +178+4.3% | Added |
| Congress Asset Management Co | 4,269 | $1.88M | 0.01% | −59−1.4% | Reduced |
| HB Wealth Management, LLC | 4,265 | $1.88M | 0.03% | +85+2.0% | Added |
| Decatur Capital Management, Inc. | 4,258 | $1.88M | 1.12% | +311+7.9% | Added |
| Mount Yale Investment Advisors, LLC | 4,257 | $1.88M | 0.18% | +61+1.5% | Added |
| Argent Trust Co | 4,221 | $1.86M | 0.09% | +41+1.0% | Added |
| Eventide Asset Management, LLC | 4,208 | $1.85M | 0.03% | +1,933+85.0% | Added |
| Flagship Harbor Advisors, LLC | 4,185 | $1.84M | 0.13% | +851+25.5% | Added |
| Gotham Asset Management, LLC | 4,178 | $1.84M | 0.03% | −38−0.9% | Reduced |
| Blue Fin Capital, Inc. | 4,164 | $1.83M | 0.47% | −95−2.2% | Reduced |
| Avitas Wealth Management LLC | 4,136 | $1.82M | 0.30% | +42+1.0% | Added |
| IMS Capital Management | 4,131 | $1.82M | 0.89% | 00.0% | Unchanged |
| Wedbush Securities Inc | 4,121 | $1.81M | 0.08% | −203−4.7% | Reduced |
| Old National Bancorp | 4,073 | $1.79M | 0.05% | −401−9.0% | Reduced |
| Belpointe Asset Management LLC | 4,054 | $1.79M | 0.16% | +19+0.5% | Added |
| SkyView Investment Advisors, LLC | 4,049 | $1.78M | 0.45% | +285+7.6% | Added |
| Private Trust Co NA | 4,036 | $1.78M | 0.21% | +36+0.9% | Added |
| Oppenheimer & Co Inc | 4,024 | $1.77M | 0.03% | +317+8.6% | Added |
| WealthShield Partners, LLC | 4,021 | $1.77M | 0.29% | −1,825−31.2% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 4,018 | $1.77M | 0.82% | +357+9.8% | Added |
| Excalibur Management Corp | 4,003 | $1.76M | 0.83% | 00.0% | Unchanged |
| OV Management LLC | 4,000 | $1.76M | 1.45% | +4,000 | New |
| Guyasuta Investment Advisors Inc | 3,973 | $1.75M | 0.13% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 3,941 | $1.74M | 0.02% | +17+0.4% | Added |
| Evercore Wealth Management, LLC | 3,928 | $1.73M | 0.03% | +116+3.0% | Added |
| Arden Trust Co | 3,900 | $1.72M | 0.25% | −1,577−28.8% | Reduced |
| Valeo Financial Advisors, LLC | 3,893 | $1.71M | 0.07% | −598−13.3% | Reduced |
| Skylands Capital, LLC | 3,875 | $1.71M | 0.25% | −1,000−20.5% | Reduced |
| Davy Global Fund Management Ltd | 3,860 | $1.70M | 0.20% | −58−1.5% | Reduced |
| GYL Financial Synergies, LLC | 3,835 | $1.69M | 0.14% | +25+0.7% | Added |
| Principal Securities, Inc. | 3,830 | $1.69M | 0.06% | +3,830 | New |
| Trust Asset Management LLC | 3,825 | $1.68M | 0.16% | 00.0% | Unchanged |
| Qtron Investments LLC | 3,824 | $1.68M | 0.28% | 00.0% | Unchanged |
| Atlas Private Wealth Management | 3,818 | $1.68M | 0.79% | +49+1.3% | Added |
| Meeder Advisory Services, Inc. | 3,809 | $1.68M | 0.19% | +11+0.3% | Added |
| Hamilton Point Investment Advisors, LLC | 3,800 | $1.67M | 0.34% | 00.0% | Unchanged |
| Savant Capital, LLC | 3,795 | $1.67M | 0.02% | +656+20.9% | Added |
| Nichols & Pratt Advisers LLP | 3,792 | $1.67M | 0.12% | −8−0.2% | Reduced |
| First Bank & Trust | 3,786 | $1.67M | 0.40% | +457+13.7% | Added |
| Wealth Alliance | 3,735 | $1.65M | 0.23% | −64−1.7% | Reduced |
| Handelsinvest Investeringsforvaltning | 3,733 | $1.64M | 0.67% | +3,733 | New |
| SageView Advisory Group, LLC | 3,573 | $1.62M | 0.07% | +1,106+44.8% | Added |
| Strategic Wealth Partners Group LLC | 3,679 | $1.62M | 0.20% | −24−0.6% | Reduced |
| Roundview Capital LLC | 3,660 | $1.61M | 0.15% | +72+2.0% | Added |
| Quadcap Wealth Management, LLC | 3,644 | $1.61M | 0.42% | +3,644 | New |
| Bell Bank | 3,624 | $1.60M | 0.15% | −324−8.2% | Reduced |
| Voya Financial Advisors, Inc. | 3,603 | $1.59M | 0.19% | +48+1.4% | Added |
| Otter Creek Advisors, LLC | 3,600 | $1.59M | 1.36% | −1,800−33.3% | Reduced |
| Boston Trust Walden Corp | 3,598 | $1.58M | 0.01% | +38+1.1% | Added |
| Benjamin Edwards Inc | 3,594 | $1.58M | 0.35% | −12−0.3% | Reduced |
| Souders Financial Advisors | 3,586 | $1.58M | 0.27% | −487−12.0% | Reduced |
| Wealthsource Partners, LLC | 3,583 | $1.58M | 0.10% | −64−1.8% | Reduced |
| Transform Wealth, LLC | 3,580 | $1.58M | 0.15% | −322−8.3% | Reduced |
| W.H. Cornerstone Investments Inc. | 3,567 | $1.57M | 1.25% | −13−0.4% | Reduced |
| Beverly Hills Private Wealth, LLC | 3,561 | $1.57M | 0.41% | −104−2.8% | Reduced |
| Broadwater Capital Management LLC | 3,520 | $1.55M | 1.21% | +3,520 | New |
| Davis R M Inc | 3,519 | $1.55M | 0.04% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 3,510 | $1.55M | 0.13% | −103−2.9% | Reduced |
| Mattern Wealth Management LLC | 3,510 | $1.55M | 0.40% | +3,510 | New |
| Boston Private Wealth LLC | 3,500 | $1.54M | 0.04% | −1,090−23.7% | Reduced |
| Tealwood Asset Management Inc | 3,497 | $1.54M | 0.74% | −60−1.7% | Reduced |
| Peloton Wealth Strategists | 3,493 | $1.54M | 0.67% | +576+19.7% | Added |
| Eisler Capital (UK) Ltd. | 3,489 | $1.54M | 0.14% | +3,489 | New |
| Schechter Investment Advisors, LLC | 3,488 | $1.54M | 0.13% | +10+0.3% | Added |
| Cullen Investment Group, Ltd. | 3,453 | $1.52M | 0.27% | +3,453 | New |
| HBK Sorce Advisory LLC | 3,448 | $1.52M | 0.06% | −246−6.7% | Reduced |
| Cigna Investments Inc | 3,434 | $1.51M | 0.31% | −43−1.2% | Reduced |
| Reynders McVeigh Capital Management, LLC | 3,435 | $1.51M | 0.10% | −16−0.5% | Reduced |
| Proequities, Inc. | 3,418 | $1.51M | 0.11% | +35+1.0% | Added |
| Fort Point Capital Partners LLC | 3,413 | $1.50M | 0.23% | +6+0.2% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,345 | $1.50M | 0.01% | −234−6.5% | Reduced |
| Fiduciary Family Office, LLC | 3,361 | $1.48M | 0.65% | +3,361 | New |
| Fosun International Ltd | 3,360 | $1.48M | 0.30% | −70−2.0% | Reduced |
| Cary Street Partner Investment Advisory LLC | 3,343 | $1.47M | 0.07% | +1,233+58.4% | Added |
| BancorpSouth Bank | 3,340 | $1.47M | 0.12% | −80−2.3% | Reduced |
| Csenge Advisory Group | 3,338 | $1.47M | 0.09% | +206+6.6% | Added |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 3,323 | $1.46M | 0.67% | −919−21.7% | Reduced |
| HighPoint Advisor Group LLC | 3,472 | $1.45M | 0.10% | +3,472 | New |
| Integrated Wealth Concepts LLC | 3,291 | $1.45M | 0.02% | −1,868−36.2% | Reduced |