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.
| 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, Q1 2024
Shares, value and share of portfolio for each institution holding S&P Global Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Broadwater Capital Management LLC | 3,520 | $1.50M | 1.15% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 3,521 | $1.50M | 0.12% | +11+0.3% | Added |
| Oppenheimer & Co Inc | 3,569 | $1.52M | 0.03% | −455−11.3% | Reduced |
| HBK Sorce Advisory LLC | 3,570 | $1.52M | 0.05% | +122+3.5% | Added |
| Souders Financial Advisors | 3,578 | $1.52M | 0.24% | −8−0.2% | Reduced |
| Transform Wealth, LLC | 3,582 | $1.52M | 0.14% | +2+0.1% | Added |
| Guardian Capital LP | 3,590 | $1.53M | 0.05% | +375+11.7% | Added |
| Integrated Wealth Concepts LLC | 3,594 | $1.53M | 0.02% | +303+9.2% | Added |
| Boston Trust Walden Corp | 3,598 | $1.53M | 0.01% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 3,589 | $1.54M | 0.11% | +117+3.4% | Added |
| Cullen Investment Group, Ltd. | 3,623 | $1.54M | 0.24% | +170+4.9% | Added |
| Schechter Investment Advisors, LLC | 3,687 | $1.57M | 0.12% | +199+5.7% | Added |
| Cary Street Partner Investment Advisory LLC | 3,688 | $1.57M | 0.07% | +345+10.3% | Added |
| Citizens Financial Group Inc | 3,711 | $1.58M | 0.05% | +539+17.0% | Added |
| Strategic Wealth Partners Group LLC | 3,721 | $1.58M | 0.17% | +42+1.1% | Added |
| Arden Trust Co | 3,750 | $1.60M | 0.22% | −150−3.8% | Reduced |
| Valeo Financial Advisors, LLC | 3,876 | $1.60M | 0.06% | −17−0.4% | Reduced |
| Benjamin Edwards Inc | 3,775 | $1.61M | 0.32% | +181+5.0% | Added |
| Evercore Wealth Management, LLC | 3,793 | $1.61M | 0.03% | −135−3.4% | Reduced |
| Hamilton Point Investment Advisors, LLC | 3,800 | $1.62M | 0.32% | 00.0% | Unchanged |
| Proequities, Inc. | 3,804 | $1.62M | 0.10% | +386+11.3% | Added |
| First Bank & Trust | 3,811 | $1.62M | 0.34% | +25+0.7% | Added |
| Skylands Capital, LLC | 3,825 | $1.63M | 0.22% | −50−1.3% | Reduced |
| Trust Asset Management LLC | 3,825 | $1.63M | 0.14% | 00.0% | Unchanged |
| Davy Global Fund Management Ltd | 3,860 | $1.64M | 0.19% | 00.0% | Unchanged |
| Mattern Wealth Management LLC | 3,862 | $1.64M | 0.40% | +352+10.0% | Added |
| Danica Pension, Livsforsikringsaktieselskab | 3,887 | $1.65M | 0.04% | +3,887 | New |
| GYL Financial Synergies, LLC | 3,936 | $1.67M | 0.13% | +101+2.6% | Added |
| WealthShield Partners, LLC | 3,950 | $1.68M | 0.27% | −71−1.8% | Reduced |
| National Asset Management, Inc. | 4,623 | $1.69M | 0.05% | +264+6.1% | Added |
| Landscape Capital Management, L.L.C. | 3,971 | $1.69M | 0.15% | +3,971 | New |
| Cozad Asset Management Inc | 3,993 | $1.70M | 0.18% | −893−18.3% | Reduced |
| Mount Yale Investment Advisors, LLC | 3,996 | $1.70M | 0.13% | −261−6.1% | Reduced |
| OV Management LLC | 4,000 | $1.70M | 1.23% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 4,012 | $1.71M | 0.17% | +203+5.3% | Added |
| Excalibur Management Corp | 4,028 | $1.71M | 0.73% | +25+0.6% | Added |
| Private Trust Co NA | 4,062 | $1.73M | 0.19% | +26+0.6% | Added |
| Belpointe Asset Management LLC | 4,062 | $1.73M | 0.13% | +8+0.2% | Added |
| Atlas Private Wealth Management | 4,063 | $1.73M | 0.73% | +245+6.4% | Added |
| Dynamic Technology Lab Private Ltd | 4,071 | $1.73M | 0.19% | +4,071 | New |
| XTX Topco Ltd | 4,079 | $1.74M | 0.23% | +2,718+199.7% | Added |
| Roundview Capital LLC | 4,087 | $1.74M | 0.14% | +427+11.7% | Added |
| Qsemble Capital Management, LP | 4,094 | $1.74M | 0.38% | −4,891−54.4% | Reduced |
| Avitas Wealth Management LLC | 4,107 | $1.75M | 0.27% | −29−0.7% | Reduced |
| Chilton Investment Co LLC | 4,111 | $1.75M | 0.05% | −2,186−34.7% | Reduced |
| Guyasuta Investment Advisors Inc | 3,973 | $1.75M | 0.13% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 4,116 | $1.75M | 0.37% | +3,346+434.5% | Added |
| Hilltop Holdings Inc. | 4,158 | $1.77M | 0.20% | −3,394−44.9% | Reduced |
| Parsons Capital Management Inc | 4,173 | $1.78M | 0.12% | −98−2.3% | Reduced |
| Grey Street Capital, LLC | 4,181 | $1.78M | 0.24% | +4,181 | New |
| Blue Fin Capital, Inc. | 4,187 | $1.78M | 0.40% | +23+0.6% | Added |
| SkyView Investment Advisors, LLC | 4,197 | $1.79M | 0.33% | +148+3.7% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 4,199 | $1.79M | 0.74% | +181+4.5% | Added |
| Congress Asset Management Co | 4,201 | $1.79M | 0.01% | −68−1.6% | Reduced |
| Decatur Capital Management, Inc. | 4,217 | $1.79M | 0.98% | −41−1.0% | Reduced |
| IMS Capital Management | 4,226 | $1.80M | 0.84% | +95+2.3% | Added |
| Machina Capital S.A.S. | 4,257 | $1.81M | 0.95% | +1,497+54.2% | Added |
| Geneva Capital Management LLC | 4,266 | $1.81M | 0.03% | −216−4.8% | Reduced |
| Plato Investment Management Ltd | 4,269 | $1.82M | 0.19% | +4,184+4,922.4% | Added |
| Westpac Banking Corp | 4,288 | $1.82M | 0.14% | −86−2.0% | Reduced |
| Cyndeo Wealth Partners, LLC | 4,316 | $1.84M | 0.15% | −234−5.1% | Reduced |
| Wedbush Securities Inc | 4,338 | $1.84M | 0.07% | +217+5.3% | Added |
| Flagship Harbor Advisors, LLC | 4,365 | $1.86M | 0.12% | +180+4.3% | Added |
| Legacy Wealth Asset Management, LLC | 4,392 | $1.87M | 0.52% | −3−0.1% | Reduced |
| HB Wealth Management, LLC | 4,393 | $1.87M | 0.02% | +128+3.0% | Added |
| NBT Bank N A | 4,453 | $1.89M | 0.14% | −300−6.3% | Reduced |
| Peloton Wealth Strategists | 4,456 | $1.90M | 0.77% | +963+27.6% | Added |
| Chatham Capital Group, Inc. | 4,480 | $1.91M | 0.35% | −50−1.1% | Reduced |
| Whitener Capital Management, Inc. | 4,500 | $1.91M | 0.63% | 00.0% | Unchanged |
| Great Lakes Retirement, Inc. | 4,503 | $1.92M | 0.28% | −28−0.6% | Reduced |
| AXS Investments LLC | 4,509 | $1.92M | 0.46% | −9−0.2% | Reduced |
| Regal Investment Advisors LLC | 4,517 | $1.92M | 0.13% | +141+3.2% | Added |
| Chemistry Wealth Management LLC | 4,520 | $1.92M | 0.52% | 00.0% | Unchanged |
| Paloma Partners Management Co | 4,546 | $1.93M | 0.28% | +4,546 | New |
| Rodgers Brothers Inc. | 4,565 | $1.94M | 0.27% | 00.0% | Unchanged |
| MMBG Investment Advisors Co. | 4,575 | $1.95M | 0.21% | −385−7.8% | Reduced |
| American State Bank (Iowa) | 4,588 | $1.95M | 1.31% | −501−9.8% | Reduced |
| Perigon Wealth Management, LLC | 4,614 | $1.96M | 0.06% | +1,575+51.8% | Added |
| Montag A & Associates Inc | 4,623 | $1.97M | 0.10% | −796−14.7% | Reduced |
| Ashford Capital Management Inc | 4,644 | $1.98M | 0.27% | −74−1.6% | Reduced |
| Sequoia Financial Advisors, LLC | 4,659 | $1.98M | 0.02% | −2,534−35.2% | Reduced |
| Dohj, LLC | 4,668 | $1.99M | 0.53% | +10.0% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 4,668 | $1.99M | 0.52% | +4,668 | New |
| Lederer & Associates Investment Counsel | 4,683 | $1.99M | 1.38% | −102−2.1% | Reduced |
| Waratah Capital Advisors Ltd. | 4,687 | $1.99M | 0.10% | −173−3.6% | Reduced |
| ISAM Funds (UK) Ltd | 4,697 | $2.00M | 1.14% | +4,697 | New |
| Lake Street Advisors Group, LLC | 4,698 | $2.00M | 0.09% | +132+2.9% | Added |
| Cornercap Investment Counsel Inc | 4,699 | $2.00M | 0.31% | +4,699 | New |
| Resources Investment Advisors, LLC. | 4,769 | $2.03M | 0.03% | +114+2.4% | Added |
| Enterprise Bank & Trust Co | 4,779 | $2.03M | 0.70% | −164−3.3% | Reduced |
| Fosun International Ltd | 4,790 | $2.04M | 0.63% | +1,430+42.6% | Added |
| Advanced Portfolio Management, LLC | 4,801 | $2.04M | 3.86% | +4,801 | New |
| Van Hulzen Asset Management, LLC | 4,818 | $2.05M | 0.14% | 00.0% | Unchanged |
| Pearl River Capital, LLC | 4,837 | $2.06M | 0.33% | +4,837 | New |
| Robertson Stephens Wealth Management, LLC | 4,838 | $2.06M | 0.11% | −69−1.4% | Reduced |
| Cordatus Wealth Management LLC | 4,843 | $2.06M | 1.49% | +4,843 | New |
| ING Groep NV | 4,849 | $2.06M | 0.01% | −18,011−78.8% | Reduced |
| Resonant Capital Advisors, LLC | 4,903 | $2.09M | 0.18% | +127+2.7% | Added |
| Concentric Capital Strategies, LP | 4,906 | $2.09M | 0.13% | +4,906 | New |
| Profund Advisors LLC | 4,921 | $2.09M | 0.08% | +514+11.7% | Added |