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 |
|---|---|---|---|---|---|
| Oarsman Capital, Inc. | 579 | $246.3K | 0.06% | −184−24.1% | Reduced |
| Meeder Asset Management Inc | 580 | $246.8K | 0.02% | +77+15.3% | Added |
| Goldstein Advisors, LLC | 585 | $248.9K | 0.04% | −14−2.3% | Reduced |
| Affinity Capital Advisors, LLC | 588 | $250.2K | 0.06% | +15+2.6% | Added |
| Marco Investment Management LLC | 588 | $250.2K | 0.02% | +88+17.6% | Added |
| Peterson Wealth Services | 588 | $250.2K | 0.09% | +11+1.9% | Added |
| Deseret Mutual Benefit Administrators | 589 | $250.6K | 0.13% | +69+13.3% | Added |
| McDaniel Terry & Co | 590 | $251.0K | 0.02% | +75+14.6% | Added |
| Cidel Asset Management Inc | 592 | $251.9K | 0.02% | +48+8.8% | Added |
| Personal Cfo Solutions, LLC | 592 | $252.1K | 0.04% | +100+20.3% | Added |
| ML & R Wealth Management LLC | 594 | $252.7K | 0.06% | 00.0% | Unchanged |
| Traveka Wealth, LLC | 594 | $252.7K | 0.12% | +37+6.6% | Added |
| Samalin Investment Counsel, LLC | 594 | $252.7K | 0.12% | −105−15.0% | Reduced |
| D'Orazio & Associates, Inc. | 595 | $253.0K | 0.04% | +112+23.2% | Added |
| Courage Miller Partners, LLC | 595 | $253.1K | 0.09% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 597 | $254.0K | 0.09% | −14−2.3% | Reduced |
| Global Retirement Partners, LLC | 598 | $254.2K | 0.01% | −66−9.9% | Reduced |
| Wellspring Financial Advisors, LLC | 599 | $254.7K | 0.04% | +5+0.8% | Added |
| Lafayette Investments, Inc. | 600 | $255.3K | 0.06% | +94+18.6% | Added |
| Tyche Wealth Partners LLC | 601 | $255.9K | 0.06% | −1−0.2% | Reduced |
| Ted Buchan & Co | 604 | $257.0K | 0.16% | 00.0% | Unchanged |
| Legacy Wealth Management, LLC | 605 | $257.4K | 0.12% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 605 | $257.4K | 0.05% | +120+24.7% | Added |
| Ruggaard & Associates LLC | 607 | $258.2K | 0.12% | +27+4.7% | Added |
| Compass Ion Advisors, LLC | 607 | $258.3K | 0.04% | −38−5.9% | Reduced |
| Gould Asset Management LLC | 608 | $258.7K | 0.06% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 611 | $259.9K | 0.01% | −16−2.6% | Reduced |
| Legacy Advisors, LLC | 616 | $262.1K | 0.03% | −119−16.2% | Reduced |
| Eagle Bay Advisors LLC | 617 | $262.5K | 0.17% | −43−6.5% | Reduced |
| J.W. Cole Advisors, Inc. | 619 | $263.7K | 0.01% | +162+35.4% | Added |
| New Century Financial Group, LLC | 623 | $265.1K | 0.18% | −79−11.3% | Reduced |
| XML Financial, LLC | 623 | $265.1K | 0.03% | +105+20.3% | Added |
| Salem Investment Counselors Inc | 623 | $265.1K | 0.01% | +66+11.8% | Added |
| AMG National Trust Bank | 624 | $265.5K | 0.01% | −51−7.6% | Reduced |
| VeraBank, N.A. | 626 | $266.3K | 0.08% | 00.0% | Unchanged |
| TFC Financial Management | 632 | $268.9K | 0.05% | +2+0.3% | Added |
| Northstar Asset Management LLC | 633 | $269.3K | 0.07% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 636 | $270.6K | 0.02% | −1−0.2% | Reduced |
| Campbell Wealth Management | 640 | $272.0K | 0.03% | +640 | New |
| Busey Wealth Management | 643 | $273.6K | 0.01% | +32+5.2% | Added |
| TFB Advisors LLC | 660 | $274.7K | 0.10% | +660 | New |
| ASB Consultores, LLC | 646 | $274.8K | 0.07% | +646 | New |
| Eqis Capital Management, Inc. | 651 | $276.8K | 0.02% | −183−21.9% | Reduced |
| Romano Brothers and Company | 651 | $277.0K | 0.04% | 00.0% | Unchanged |
| David R. Rahn & Associates Inc. | 651 | $277.0K | 0.11% | +18+2.8% | Added |
| Pasadena Private Wealth, LLC | 653 | $277.8K | 0.06% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 653 | $277.8K | 0.07% | 00.0% | Unchanged |
| Wellington Wealth Strategies, LLC. | 654 | $278.2K | 0.13% | −37−5.4% | Reduced |
| Canopy Partners, LLC | 654 | $278.2K | 0.14% | +23+3.6% | Added |
| Traphagen Investment Advisors LLC | 655 | $278.7K | 0.03% | +2+0.3% | Added |
| Goodman Advisory Group, LLC | 656 | $279.1K | 0.09% | 00.0% | Unchanged |
| Stablepoint Partners, LLC | 656 | $279.1K | 0.06% | +3+0.5% | Added |
| Sand Hill Global Advisors, LLC | 666 | $283.4K | 0.01% | 00.0% | Unchanged |
| Shufro Rose & Co LLC | 667 | $283.8K | 0.02% | 00.0% | Unchanged |
| Finivi Inc. | 674 | $286.9K | 0.26% | −1−0.1% | Reduced |
| Grove Bank & Trust | 675 | $287.2K | 0.05% | 00.0% | Unchanged |
| Meridian Investment Counsel Inc. | 676 | $287.6K | 0.10% | −129−16.0% | Reduced |
| Wealth Architects, LLC | 677 | $288.0K | 0.04% | −1−0.1% | Reduced |
| Bell Investment Advisors, Inc | 677 | $288.0K | 0.06% | −1−0.1% | Reduced |
| Wrapmanager Inc | 679 | $288.9K | 0.08% | −114−14.4% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 680 | $289.3K | 0.17% | 00.0% | Unchanged |
| Corundum Group, Inc. | 680 | $289.3K | 0.14% | +1+0.1% | Added |
| Manchester Capital Management LLC | 681 | $289.7K | 0.04% | +63+10.2% | Added |
| Berry Wealth Group, LP | 681 | $289.8K | 0.24% | −254−27.2% | Reduced |
| Ifrah Financial Services, Inc. | 682 | $290.1K | 0.08% | +2+0.3% | Added |
| Boit C F David | 700 | $291.3K | 0.16% | 00.0% | Unchanged |
| Stegent Equity Advisors, Inc. | 686 | $291.9K | 0.30% | +686 | New |
| Biltmore Family Office, LLC | 692 | $294.4K | 0.06% | 00.0% | Unchanged |
| Alera Investment Advisors, LLC | 693 | $294.7K | 0.04% | +46+7.1% | Added |
| Wealthcare Advisory Partners LLC | 693 | $295.0K | 0.01% | +16+2.4% | Added |
| Appleton Partners Inc | 694 | $295.0K | 0.02% | −8−1.1% | Reduced |
| Peak Planning Group, LLC | 694 | $295.5K | 0.19% | +1+0.1% | Added |
| CVA Family Office, LLC | 696 | $296.1K | 0.05% | +1+0.1% | Added |
| Barnes Pettey Financial Advisors, LLC | 698 | $297.0K | 0.26% | 00.0% | Unchanged |
| Aprio Wealth Management, LLC | 699 | $297.2K | 0.06% | +134+23.7% | Added |
| Sandler Capital Management | 700 | $297.8K | 0.04% | 00.0% | Unchanged |
| Sound Financial Strategies Group, LLC | 700 | $297.8K | 0.25% | +10+1.4% | Added |
| Values First Advisors, Inc. | 702 | $298.6K | 0.18% | +172+32.5% | Added |
| Eclectic Associates Inc | 702 | $298.7K | 0.14% | 00.0% | Unchanged |
| MJP Associates Inc | 706 | $300.4K | 0.07% | +706 | New |
| Carr Financial Group Corp | 706 | $300.4K | 0.10% | +5+0.7% | Added |
| U.S. Capital Wealth Advisors, LLC | 707 | $300.7K | 0.01% | −478−40.3% | Reduced |
| Northwest Bancshares, Inc. | 709 | $301.6K | 0.05% | −1−0.1% | Reduced |
| Sculati Wealth Management, LLC | 709 | $301.6K | 0.13% | 00.0% | Unchanged |
| Veracity Capital LLC | 710 | $302.1K | 0.12% | +27+4.0% | Added |
| Simmons Bank | 712 | $302.9K | 0.02% | −26−3.5% | Reduced |
| Capital Planning Advisors, LLC | 714 | $303.8K | 0.05% | −22−3.0% | Reduced |
| Tradewinds, LLC. | 691 | $304.4K | 0.27% | +691 | New |
| City State Bank | 717 | $305.0K | 0.13% | +45+6.7% | Added |
| M&R Capital Management Inc | 720 | $305.0K | 0.07% | 00.0% | Unchanged |
| J. L. Bainbridge & Co., Inc. | 717 | $305.2K | 0.03% | −54−7.0% | Reduced |
| Endowment Wealth Management, Inc. | 725 | $308.3K | 0.23% | −30−4.0% | Reduced |
| Osborne Partners Capital Management, LLC | 725 | $308.5K | 0.02% | 00.0% | Unchanged |
| ArrowMark Colorado Holdings LLC | 731 | $311.0K | 0.00% | 00.0% | Unchanged |
| Gainplan LLC | 732 | $311.4K | 0.15% | 00.0% | Unchanged |
| Patten & Patten Inc | 733 | $311.9K | 0.02% | +9+1.2% | Added |
| Integrated Investment Consultants, LLC | 736 | $313.1K | 0.09% | −2−0.3% | Reduced |
| Mayflower Financial Advisors, LLC | 736 | $313.3K | 0.05% | +22+3.1% | Added |
| First Trust Investment Solutions L.P. | 740 | $314.8K | 0.06% | +27+3.8% | Added |
| Family Wealth Group, LLC | 741 | $315.1K | 0.34% | −32−4.1% | Reduced |