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 |
|---|---|---|---|---|---|
| Evermay Wealth Management LLC | 335 | $142.5K | 0.02% | +182+119.0% | Added |
| Operose Advisors LLC | 336 | $143.0K | 0.05% | −96−22.2% | Reduced |
| St Germain D J Co Inc | 348 | $148.1K | 0.01% | +3+0.9% | Added |
| Halpern Financial, Inc. | 350 | $149.3K | 0.04% | 00.0% | Unchanged |
| American National Bank | 356 | $151.5K | 0.02% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 371 | $157.8K | 0.01% | +25+7.2% | Added |
| Kelly Financial Services LLC | 383 | $162.9K | 0.06% | −25−6.1% | Reduced |
| Key Financial Inc | 391 | $166.4K | 0.04% | −115−22.7% | Reduced |
| One River Asset Management, LLC | 399 | $169.8K | 0.05% | +399 | New |
| Veritas Investment Partners (UK) Ltd. | 400 | $170.0K | 0.00% | −100−20.0% | Reduced |
| Planning Capital Management Corp | 418 | $177.9K | 0.13% | +21+5.3% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 419 | $178.3K | 0.06% | +186+79.8% | Added |
| New Covenant Trust Company, N.A. | 419 | $178.3K | 0.18% | +419 | New |
| Avalon Trust Co | 422 | $179.5K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 434 | $180.6K | 0.01% | +62+16.7% | Added |
| First Command Advisory Services, Inc. | 428 | $182.1K | 0.00% | −73−14.6% | Reduced |
| Bank of New Hampshire | 433 | $184.2K | 0.05% | −40−8.5% | Reduced |
| Natixis Investment Managers International | 434 | $184.6K | 0.01% | +91+26.5% | Added |
| SYSTM Wealth Solutions LLC | 434 | $184.7K | 0.02% | −3−0.7% | Reduced |
| Blue Chip Partners, Inc. | 435 | $184.9K | 0.02% | +69+18.9% | Added |
| Rothschild Investment LLC | 436 | $185.5K | 0.01% | +2+0.5% | Added |
| General Partner, Inc. | 441 | $187.6K | 0.12% | 00.0% | Unchanged |
| Laffer Tengler Investments | 462 | $196.6K | 0.05% | −27−5.5% | Reduced |
| Hendershot Investments Inc. | 470 | $200.0K | 0.03% | 00.0% | Unchanged |
| BCJ Capital Management, LLC | 474 | $201.7K | 0.02% | +474 | New |
| Argonautica Private Wealth Management, Inc | 474 | $201.7K | 0.07% | +474 | New |
| Single Point Partners, LLC | 475 | $202.0K | 0.05% | 00.0% | Unchanged |
| Cottonwood Capital Advisors, LLC | 495 | $202.7K | 0.16% | +7+1.4% | Added |
| StoneX Group Inc. | 477 | $202.9K | 0.02% | −40−7.7% | Reduced |
| Ewa, LLC | 470 | $203.0K | 0.09% | +16+3.5% | Added |
| Smith Anglin Financial, LLC | 477 | $203.0K | 0.02% | −6−1.2% | Reduced |
| Old Mission Capital LLC | 479 | $203.8K | 0.00% | +479 | New |
| West Bancorporation Inc | 482 | $205.1K | 0.13% | +482 | New |
| Hengehold Capital Management LLC | 482 | $205.1K | 0.02% | −3−0.6% | Reduced |
| Foguth Wealth Management, LLC. | 482 | $205.2K | 0.11% | +482 | New |
| Delap Wealth Advisory, LLC | 483 | $205.5K | 0.08% | +483 | New |
| RFG Advisory, LLC | 486 | $206.7K | 0.01% | +486 | New |
| Phillips Wealth Planners LLC | 506 | $206.7K | 0.24% | +506 | New |
| E Fund Management Co., Ltd. | 486 | $206.8K | 0.01% | +486 | New |
| True North Advisors, LLC | 487 | $207.2K | 0.06% | +487 | New |
| Covestor Ltd | 487 | $208.0K | 0.13% | +86+21.4% | Added |
| Wetzel Investment Advisors, Inc. | 504 | $208.3K | 0.12% | −6−1.2% | Reduced |
| Trust Co of Toledo NA | 491 | $208.9K | 0.03% | −120−19.6% | Reduced |
| Independent Wealth Network Inc. | 494 | $210.2K | 0.10% | −54−9.9% | Reduced |
| Interchange Capital Partners, LLC | 487 | $210.2K | 0.14% | +20+4.3% | Added |
| Montecito Bank & Trust | 498 | $211.9K | 0.04% | 00.0% | Unchanged |
| New Republic Capital, LLC | 498 | $211.9K | 0.13% | +6+1.2% | Added |
| Hill Investment Group Partners, LLC | 500 | $212.7K | 0.03% | 00.0% | Unchanged |
| Grant/GrossMendelsohn, LLC | 490 | $213.2K | 0.10% | −1,700−77.6% | Reduced |
| Ipswich Investment Management Co., Inc. | 501 | $213.2K | 0.05% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 501 | $213.3K | 0.06% | −137−21.5% | Reduced |
| Aurora Private Wealth, Inc. | 500 | $214.0K | 0.18% | 00.0% | Unchanged |
| Chapin Davis, Inc. | 503 | $214.0K | 0.08% | 00.0% | Unchanged |
| Whalen Wealth Management Inc. | 504 | $214.4K | 0.16% | +504 | New |
| Moody Aldrich Partners LLC | 506 | $215.3K | 0.04% | +506 | New |
| SFMG, LLC | 508 | $216.0K | 0.02% | −6−1.2% | Reduced |
| Aveo Capital Partners, LLC | 508 | $216.0K | 0.02% | +19+3.9% | Added |
| Worth Financial Advisory Group, LLC | 508 | $216.1K | 0.15% | −3−0.6% | Reduced |
| Stephens Investment Management Group LLC | 509 | $216.6K | 0.00% | +142+38.7% | Added |
| BlueCrest Capital Management Ltd | 510 | $217.0K | 0.05% | −105−17.1% | Reduced |
| MGO Private Wealth, LLC | 511 | $217.4K | 0.14% | +511 | New |
| Grimes & Company, Inc. | 512 | $218.0K | 0.01% | −29−5.4% | Reduced |
| Pinnacle Bancorp, Inc. | 514 | $218.7K | 0.06% | 00.0% | Unchanged |
| Five Oceans Advisors | 517 | $220.0K | 0.11% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 517 | $220.0K | 0.01% | −34−6.2% | Reduced |
| Bragg Financial Advisors, Inc | 519 | $220.8K | 0.01% | +62+13.6% | Added |
| Washington Trust Bank | 519 | $220.8K | 0.02% | +519 | New |
| Financial Perspectives, Inc | 519 | $220.9K | 0.08% | −1−0.2% | Reduced |
| Aviso Wealth Management | 523 | $222.6K | 0.14% | +31+6.3% | Added |
| Fulton Breakefield Broenniman LLC | 528 | $224.6K | 0.02% | −5−0.9% | Reduced |
| Ruane, Cunniff & Goldfarb L.P. | 531 | $225.9K | 0.00% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 536 | $227.5K | 0.01% | −45−7.7% | Reduced |
| Wilkins Investment Counsel Inc | 535 | $227.6K | 0.03% | +535 | New |
| Principal Street Partners, LLC | 537 | $231.6K | 0.04% | +8+1.5% | Added |
| Sound View Wealth Advisors Group, LLC | 547 | $232.7K | 0.02% | −9−1.6% | Reduced |
| Bouchey Financial Group Ltd | 548 | $233.1K | 0.02% | 00.0% | Unchanged |
| Financial Alternatives, Inc | 548 | $233.1K | 0.18% | 00.0% | Unchanged |
| Coho Partners, Ltd. | 549 | $233.6K | 0.01% | −600−52.2% | Reduced |
| Concord Asset Management, LLC | 550 | $234.1K | 0.06% | +29+5.6% | Added |
| Venture Visionary Partners LLC | 552 | $234.8K | 0.01% | −10−1.8% | Reduced |
| Silver Lake Advisory, LLC | 552 | $234.9K | 0.10% | +552 | New |
| Vista Wealth Management Group, LLC | 552 | $235.0K | 0.02% | −68−11.0% | Reduced |
| Alpine Global Management, LLC | 553 | $235.3K | 0.05% | +553 | New |
| UMA Financial Services, Inc. | 578 | $236.1K | 0.05% | +578 | New |
| Wealthspire Advisors, LLC | 555 | $236.2K | 0.00% | −196−26.1% | Reduced |
| Ethos Financial Group, LLC | 557 | $237.0K | 0.04% | +14+2.6% | Added |
| Dumont & Blake Investment Advisors LLC | 562 | $239.1K | 0.07% | −155−21.6% | Reduced |
| Rosenbaum Jay D. | 563 | $239.5K | 1.36% | 00.0% | Unchanged |
| Northeast Financial Consultants Inc | 564 | $240.0K | 0.01% | +564 | New |
| Marex Group plc | 565 | $240.4K | 0.01% | 00.0% | Unchanged |
| IVC Wealth Advisors LLC | 567 | $241.2K | 0.14% | 00.0% | Unchanged |
| First Nebraska Trust Co | 567 | $241.2K | 0.02% | 00.0% | Unchanged |
| Convergence Investment Partners, LLC | 570 | $242.0K | 0.09% | −4−0.7% | Reduced |
| Forbes J M & Co LLP | 569 | $242.1K | 0.03% | 00.0% | Unchanged |
| Cascade Financial Partners, LLC | 581 | $242.7K | 0.03% | +581 | New |
| Advus Financial Partners, LLC | 572 | $243.4K | 0.08% | +23+4.2% | Added |
| Pinebridge Investments, L.P. | 574 | $244.2K | 0.00% | −25,892−97.8% | Reduced |
| Rock Point Advisors, LLC | 575 | $244.6K | 0.07% | −75−11.5% | Reduced |
| StrongBox Wealth, LLC | 575 | $244.6K | 0.13% | −10−1.7% | Reduced |
| Capital Market Strategies LLC | 575 | $244.6K | 0.19% | 00.0% | Unchanged |