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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, Q1 2024

Institutional positions in S&P Global Inc. as of Mar 31, 2024. 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
1,836
+86 vs. Q4 2023
Shares held
271.1M
−4.19M (−1.5%) vs. Q4 2023
Total value
$115.2B
−$5.98B (−4.9%) vs. Q4 2023
New holders
178
711 more added
Sold out
92
694 more reduced

24 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2024: 1,836 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 heldQ1 2024: $115.2B
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, Q1 2024

Shares, value and share of portfolio for each institution holding S&P Global Inc.; share changes are against Q4 2023.

Institutions holding SPGI in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Dogwood Wealth Management LLC0$170.00%0Unchanged
Global Assets Advisory, LLC43,581$1020.00%+43,581New
Retirement Group, LLC1$4250.00%00.0%Unchanged
WestEnd Advisors, LLC1$4250.00%+1New
Mine & Arao Wealth Creation & Management, LLC.1$4260.00%+1New
Creative Financial Designs Inc3$1.28K0.00%−3−50.0%Reduced
ClariVest Asset Management LLC4$1.69K0.00%00.0%Unchanged
Cedar Wealth Management, LLC4$1.70K0.00%00.0%Unchanged
Investors Research Corp4$1.70K0.00%00.0%Unchanged
Tucker Asset Management LLC4$1.70K0.00%00.0%Unchanged
TD Capital Management LLC4$1.70K0.00%+4New
Sound Income Strategies, LLC4$1.70K0.00%+4New
TSFG, LLC5$2.00K0.00%00.0%Unchanged
Caitlin John, LLC5$2.13K0.00%00.0%Unchanged
Contravisory Investment Management, Inc.5$2.13K0.00%+5New
Financial Synergies Wealth Advisors, Inc.5$2.13K0.00%−1−16.7%Reduced
Iron Horse Wealth Management, LLC6$2.55K0.00%00.0%Unchanged
ICA Group Wealth Management, LLC6$2.55K0.00%00.0%Unchanged
Providence Capital Advisors, LLC7$2.98K0.00%00.0%Unchanged
NVWM, LLC7$2.98K0.00%+7New
Riggs Asset Managment Co. Inc.7$2.98K0.00%+7New
WealthCollab, LLC7$2.98K0.00%+7New
Core Alternative Capital8$3.40K0.00%−110−93.2%Reduced
Wolff Wiese Magana LLC8$3.40K0.00%00.0%Unchanged
Highline Wealth Partners LLC8$3.40K0.00%00.0%Unchanged
Fernwood Investment Management, LLC8$3.40K0.00%+8New
Twin Lakes Capital Management, LLC8$3.51K0.00%00.0%Unchanged
Atwood & Palmer Inc9$3.83K0.00%00.0%Unchanged
Jamison Private Wealth Management, Inc.9$3.90K0.00%00.0%Unchanged
Stuart Chaussee & Associates, Inc.10$4.25K0.00%00.0%Unchanged
Redmont Wealth Advisors LLC10$4.25K0.01%+10New
Aspire Private Capital, LLC11$4.68K0.00%00.0%Unchanged
Vermillion & White Wealth Management Group, LLC11$4.68K0.00%00.0%Unchanged
Rakuten Securities, Inc.12$5.11K0.00%−2−14.3%Reduced
Front Row Advisors LLC12$5.11K0.00%00.0%Unchanged
JNBA Financial Advisors12$5.11K0.00%00.0%Unchanged
Trifecta Capital Advisors, LLC12$5.11K0.00%00.0%Unchanged
Gradient Investments LLC13$5.53K0.00%−114−89.8%Reduced
Cambridge Trust Co13$5.53K0.00%−7−35.0%Reduced
Frank, Rimerman Advisors LLC13$5.53K0.00%00.0%Unchanged
Main Street Group, LTD13$5.55K0.00%00.0%Unchanged
Sittner & Nelson, LLC14$5.96K0.00%00.0%Unchanged
Financial Connections Group, Inc.14$6.00K0.01%+14New
Jackson, Grant Investment Advisers, Inc.15$6.38K0.00%00.0%Unchanged
Belmont Capital, LLC15$6.38K0.00%+15New
DiNuzzo Private Wealth, Inc.16$6.81K0.00%+1+6.7%Added
Fairman Group, LLC17$7.23K0.01%00.0%Unchanged
Cherry Tree Wealth Management, LLC18$7.45K0.00%+8+80.0%Added
First Financial Corp18$7.66K0.00%−103−85.1%Reduced
Old Point Trust & Financial Services N A18$7.66K0.00%00.0%Unchanged
Avion Wealth17$8.00K0.00%+1+6.3%Added
Global Financial Private Client, LLC19$8.12K0.00%−4−17.4%Reduced
Beaird Harris Wealth Management, LLC21$8.94K0.00%−30−58.8%Reduced
Impact Partnership Wealth, LLC22$9.36K0.00%−200−90.1%Reduced
Chilton Capital Management LLC22$9.36K0.00%+15+214.3%Added
SOA Wealth Advisors, LLC.22$9.40K0.00%00.0%Unchanged
Pineridge Advisors LLC24$10.2K0.00%−36−60.0%Reduced
Scarborough Advisors, LLC24$10.2K0.00%00.0%Unchanged
Hanson & Doremus Investment Management25$11.0K0.00%+25New
North Star Investment Management Corp.26$11.1K0.00%00.0%Unchanged
Cedar Mountain Advisors, LLC26$11.1K0.00%00.0%Unchanged
Northwest Capital Management Inc27$11.5K0.00%00.0%Unchanged
RFP Financial Group LLC27$11.5K0.00%+8+42.1%Added
Moisand Fitzgerald Tamayo, LLC27$11.5K0.00%00.0%Unchanged
Beacon Capital Management, LLC27$11.6K0.00%+18+200.0%Added
Hazlett, Burt & Watson, Inc.29$12.0K0.01%+17+141.7%Added
Red Tortoise LLC30$12.6K0.01%+20+200.0%Added
Toth Financial Advisory Corp30$12.8K0.00%−9−23.1%Reduced
Tyler-Stone Wealth Management30$12.8K0.01%00.0%Unchanged
Sachetta, LLC29$12.8K0.01%00.0%Unchanged
CBIZ Investment Advisory Services, LLC30$12.8K0.00%+30New
Dunhill Financial, LLC30$12.9K0.01%+4+15.4%Added
Annapolis Financial Services, LLC31$13.2K0.00%00.0%Unchanged
LRI Investments, LLC32$13.6K0.00%+32New
Newbridge Financial Services Group, Inc.34$14.6K0.01%−6−15.0%Reduced
South State Corp.35$14.9K0.00%+14+66.7%Added
Voisard Asset Management Group, Inc.35$14.9K0.01%00.0%Unchanged
Stephenson National Bank & Trust36$15.3K0.01%00.0%Unchanged
USA Financial Portformulas Corp37$15.7K0.00%+1+2.8%Added
Valley National Advisers Inc38$16.0K0.00%+2+5.6%Added
Laurel Wealth Advisors LLC38$16.2K0.00%+38New
Silicon Valley Capital Partners40$17.1K0.00%00.0%Unchanged
TCTC Holdings, LLC41$17.4K0.00%00.0%Unchanged
DSM Capital Partners LLC42$17.9K0.00%00.0%Unchanged
BFSG, LLC42$17.9K0.00%+42New
PrairieView Partners, LLC41$18.0K0.00%00.0%Unchanged
Creative Capital Management Investments LLC43$18.3K0.01%00.0%Unchanged
Larson Financial Group LLC45$18.9K0.00%−19−29.7%Reduced
Delos Wealth Advisors, LLC45$19.1K0.02%+44+4,400.0%Added
First Pacific Financial49$20.8K0.01%00.0%Unchanged
Washington Trust Advisors, Inc.50$21.4K0.00%−11−18.0%Reduced
Northwest Investment Counselors, LLC53$22.5K0.01%+53New
Sofos Investments, Inc.53$22.8K0.00%+30+130.4%Added
Householder Group Estate & Retirement Specialist, LLC57$24.3K0.01%−2−3.4%Reduced
Private Wealth Management Group, LLC58$24.7K0.01%00.0%Unchanged
Abound Wealth Management58$24.8K0.01%+3+5.5%Added
Raffa Wealth Management, LLC59$25.1K0.01%00.0%Unchanged
Pacifica Partners Inc.61$25.5K0.01%00.0%Unchanged
Hexagon Capital Partners LLC61$26.0K0.01%+14+29.8%Added
Exchange Traded Concepts, LLC63$26.8K0.00%−132−67.7%Reduced