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 |
|---|---|---|---|---|---|
| Financial Management Professionals, Inc. | 63 | $27.0K | 0.00% | +2+3.3% | Added |
| Sienna Gestion | 64 | $27.2K | 0.00% | +64 | New |
| Oliver Lagore Vanvalin Investment Group | 68 | $29.0K | 0.01% | +4+6.3% | Added |
| Valued Wealth Advisors LLC | 68 | $29.1K | 0.02% | +5+7.9% | Added |
| Glen Eagle Advisors, LLC | 69 | $29.4K | 0.01% | −54−43.9% | Reduced |
| Resources Management Corp | 70 | $30.0K | 0.00% | +70 | New |
| Kathleen S. Wright Associates Inc. | 72 | $30.0K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 77 | $32.8K | 0.01% | 00.0% | Unchanged |
| Aspect Partners, LLC | 77 | $32.8K | 0.03% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 82 | $34.9K | 0.02% | −15−15.5% | Reduced |
| MCF Advisors LLC | 87 | $37.0K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 88 | $37.4K | 0.00% | 00.0% | Unchanged |
| Palisade Asset Management, LLC | 88 | $37.4K | 0.00% | +88 | New |
| Frazier Financial Advisors, LLC | 89 | $37.9K | 0.03% | +7+8.5% | Added |
| Carolinas Wealth Consulting LLC | 89 | $38.1K | 0.01% | +1+1.1% | Added |
| Fortis Group Advisors, LLC | 90 | $38.3K | 0.01% | −90−50.0% | Reduced |
| Raleigh Capital Management Inc. | 90 | $38.3K | 0.02% | +54+150.0% | Added |
| Salomon & Ludwin, LLC | 91 | $38.7K | 0.00% | +91 | New |
| EnRich Financial Partners LLC | 92 | $39.1K | 0.01% | +92 | New |
| Institutional & Family Asset Management, LLC | 94 | $40.0K | 0.01% | −9−8.7% | Reduced |
| West Branch Capital LLC | 94 | $40.0K | 0.02% | −9−8.7% | Reduced |
| Clarity Asset Management, Inc. | 94 | $40.0K | 0.03% | −1−1.1% | Reduced |
| GPS Wealth Strategies Group, LLC | 95 | $40.4K | 0.01% | 00.0% | Unchanged |
| Pingora Partners LLC | 95 | $40.4K | 0.03% | +95 | New |
| Guardian Wealth Management, Inc. | 100 | $42.5K | 0.03% | 00.0% | Unchanged |
| Centennial Bank | 100 | $42.5K | 0.02% | −33−24.8% | Reduced |
| Oakworth Capital, Inc. | 101 | $43.0K | 0.00% | 00.0% | Unchanged |
| Rain Capital Management, LLC | 103 | $43.8K | 0.03% | +4+4.0% | Added |
| Archer Investment Corp | 105 | $44.7K | 0.01% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 105 | $44.7K | 0.02% | 00.0% | Unchanged |
| Riverview Trust Co | 105 | $44.7K | 0.03% | +105 | New |
| FinTrust Capital Advisors, LLC | 105 | $44.7K | 0.01% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 107 | $45.5K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 109 | $46.4K | 0.01% | +96+738.5% | Added |
| Arrow Financial Corp | 110 | $46.8K | 0.00% | −8−6.8% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 110 | $46.8K | 0.03% | 00.0% | Unchanged |
| Grayhawk Investment Strategies Inc. | 114 | $48.5K | 0.04% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 116 | $49.0K | 0.02% | −6−4.9% | Reduced |
| Armstrong Advisory Group, Inc | 112 | $49.3K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 118 | $50.2K | 0.01% | −656−84.8% | Reduced |
| Rosenberg Matthew Hamilton | 120 | $51.3K | 0.01% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 122 | $51.9K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 123 | $52.3K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 126 | $53.8K | 0.00% | +5+4.1% | Added |
| Geo Capital Gestora de Recursos Ltd | 126 | $54.0K | 0.06% | −10−7.4% | Reduced |
| Clean Yield Group | 133 | $56.6K | 0.02% | 00.0% | Unchanged |
| Quarry LP | 136 | $57.9K | 0.02% | +88+183.3% | Added |
| Connectus Wealth, LLC | 87,311 | $58.8K | 0.00% | −6,927−7.4% | Reduced |
| Asset Dedication, LLC | 144 | $61.0K | 0.00% | 00.0% | Unchanged |
| FRG Family Wealth Advisors LLC | 148 | $61.6K | 0.01% | +148 | New |
| Hall Laurie J Trustee | 145 | $62.0K | 0.02% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 150 | $63.8K | 0.03% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 154 | $65.5K | 0.02% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 164 | $69.7K | 0.02% | −37−18.4% | Reduced |
| Carmichael Hill & Associates, Inc. | 167 | $71.1K | 0.03% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 168 | $71.6K | 0.00% | −64−27.6% | Reduced |
| Mascoma Wealth Management LLC | 169 | $71.9K | 0.02% | 00.0% | Unchanged |
| Twin Tree Management, LP | 175 | $74.5K | 0.00% | +175 | New |
| Hollencrest Capital Management | 178 | $75.7K | 0.00% | −1,173−86.8% | Reduced |
| Arlington Trust Co LLC | 179 | $76.2K | 0.02% | −11−5.8% | Reduced |
| MV Capital Management, Inc. | 181 | $77.0K | 0.01% | +8+4.6% | Added |
| Rise Advisors, LLC | 183 | $77.9K | 0.04% | +178+3,560.0% | Added |
| Transamerica Financial Advisors, Inc. | 185 | $79.0K | 0.01% | −704−79.2% | Reduced |
| Western Pacific Wealth Management, LP | 188 | $80.0K | 0.06% | +188 | New |
| ORG Partners LLC | 192 | $82.0K | 0.16% | −1,403−88.0% | Reduced |
| Indiana Trust & Investment Management CO | 195 | $83.0K | 0.03% | +40+25.8% | Added |
| PFS Partners, LLC | 196 | $83.3K | 0.06% | +1+0.5% | Added |
| Rational Advisors LLC | 196 | $83.4K | 0.01% | −58−22.8% | Reduced |
| Addison Advisors LLC | 199 | $84.7K | 0.03% | +23+13.1% | Added |
| Princeton Global Asset Management LLC | 200 | $85.1K | 0.02% | −208−51.0% | Reduced |
| DAGCO, Inc. | 200 | $85.1K | 0.04% | +200 | New |
| BOK Financial Private Wealth, Inc. | 211 | $89.8K | 0.01% | +67+46.5% | Added |
| CoreCap Advisors, LLC | 211 | $89.9K | 0.00% | −635−75.1% | Reduced |
| Tobam | 212 | $90.0K | 0.01% | −138−39.4% | Reduced |
| West Paces Advisors Inc. | 212 | $90.2K | 0.02% | −23−9.8% | Reduced |
| Harbour Investments, Inc. | 216 | $91.9K | 0.00% | −28−11.5% | Reduced |
| GoalVest Advisory LLC | 221 | $94.0K | 0.03% | +55+33.1% | Added |
| Farmers & Merchants Investments Inc | 228 | $97.0K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 229 | $97.4K | 0.02% | 00.0% | Unchanged |
| Disciplina Capital Management LLC | 230 | $97.7K | 0.02% | +1+0.4% | Added |
| Harvest Fund Management Co., Ltd | 243 | $103.0K | 0.01% | −62−20.3% | Reduced |
| JFS Wealth Advisors, LLC | 251 | $106.8K | 0.01% | +48+23.6% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 263 | $112.0K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 274 | $116.6K | 0.01% | +24+9.6% | Added |
| Tompkins Financial Corp | 280 | $119.1K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 280 | $119.1K | 0.05% | +49+21.2% | Added |
| DHJJ Financial Advisors, Ltd. | 281 | $119.6K | 0.05% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 290 | $123.4K | 0.04% | −4−1.4% | Reduced |
| Liberty One Investment Management, LLC | 291 | $123.9K | 0.01% | +291 | New |
| Tortoise Investment Management, LLC | 295 | $125.5K | 0.02% | −19−6.1% | Reduced |
| Boyd Watterson Asset Management LLC | 299 | $127.2K | 0.05% | −25−7.7% | Reduced |
| HighMark Wealth Management LLC | 300 | $127.6K | 0.08% | 00.0% | Unchanged |
| Accordant Advisory Group Inc | 304 | $129.3K | 0.10% | +304 | New |
| Castleview Partners, LLC | 315 | $134.0K | 0.07% | −6−1.9% | Reduced |
| Sugarloaf Wealth Management, LLC | 316 | $134.5K | 0.03% | +49+18.4% | Added |
| Ransom Advisory, Ltd | 320 | $136.1K | 0.07% | +320 | New |
| Country Trust Bank | 323 | $137.4K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 330 | $140.4K | 0.05% | +330 | New |
| Bruce G. Allen Investments, LLC | 332 | $141.2K | 0.12% | +48+16.9% | Added |
| Security National Bank | 335 | $142.5K | 0.02% | 00.0% | Unchanged |