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 |
|---|---|---|---|---|---|
| Ledyard National Bank | 742 | $315.7K | 0.03% | −7−0.9% | Reduced |
| Anchor Capital Advisors LLC | 747 | $317.8K | 0.01% | −19−2.5% | Reduced |
| Violich Capital Management, Inc. | 750 | $319.0K | 0.05% | 00.0% | Unchanged |
| Somerset Group LLC | 750 | $319.1K | 0.30% | 00.0% | Unchanged |
| LB Partners LLC | 750 | $319.1K | 0.33% | 00.0% | Unchanged |
| GTS Securities LLC | 752 | $319.9K | 0.01% | −5,395−87.8% | Reduced |
| Hoylecohen, LLC | 752 | $319.9K | 0.02% | −60−7.4% | Reduced |
| Mill Creek Capital Advisors, LLC | 756 | $321.6K | 0.01% | −5−0.7% | Reduced |
| Mitchell Sinkler & Starr | 757 | $322.1K | 0.08% | −1,252−62.3% | Reduced |
| Morningstar Investment Services LLC | 763 | $323.0K | 0.00% | −1,448−65.5% | Reduced |
| Concord Wealth Partners | 760 | $323.4K | 0.06% | +33+4.5% | Added |
| Taurus Asset Management, LLC | 766 | $325.9K | 0.03% | 00.0% | Unchanged |
| Destination Wealth Management | 766 | $325.9K | 0.01% | +766 | New |
| Capital Advisors, Ltd. LLC | 765 | $326.0K | 0.04% | +26+3.5% | Added |
| Leonteq Securities AG | 767 | $326.3K | 0.04% | +406+112.5% | Added |
| 180 Wealth Advisors, LLC | 769 | $327.2K | 0.06% | +265+52.6% | Added |
| Keynote Financial Services LLC | 770 | $327.6K | 0.27% | +770 | New |
| Advisor OS, LLC | 771 | $328.0K | 0.04% | +771 | New |
| Brendel Financial Advisors LLC | 772 | $328.0K | 0.38% | −7,846−91.0% | Reduced |
| Burford Brothers, Inc. | 772 | $328.4K | 0.22% | +23+3.1% | Added |
| Signal Advisors Wealth, LLC | 773 | $329.0K | 0.08% | +773 | New |
| Azimuth Capital Investment Management LLC | 775 | $329.7K | 0.01% | 00.0% | Unchanged |
| Ascent Wealth Partners, LLC | 779 | $331.4K | 0.05% | +30+4.0% | Added |
| Childress Capital Advisors, LLC | 781 | $332.3K | 0.10% | −25−3.1% | Reduced |
| Symphony Financial, Ltd. Co. | 783 | $333.0K | 0.08% | −144−15.5% | Reduced |
| Kovitz Investment Group Partners, LLC | 786 | $334.4K | 0.00% | +209+36.2% | Added |
| Meadow Creek Wealth Advisors LLC | 787 | $334.9K | 0.23% | −49−5.9% | Reduced |
| Strategy Asset Managers LLC | 789 | $335.6K | 0.07% | +51+6.9% | Added |
| Optas, LLC | 789 | $335.7K | 0.09% | +19+2.5% | Added |
| Reuter James Wealth Management, LLC | 792 | $337.0K | 0.23% | −64−7.5% | Reduced |
| Pekin Hardy Strauss, Inc. | 797 | $339.1K | 0.05% | 00.0% | Unchanged |
| Waddell & Associates, LLC | 797 | $339.1K | 0.05% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 802 | $341.1K | 0.03% | +243+43.5% | Added |
| Caldwell Trust Co | 802 | $341.2K | 0.04% | +507+171.9% | Added |
| Banco BTG Pactual S.A. | 803 | $341.6K | 0.11% | +23+2.9% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 810 | $344.2K | 0.03% | 00.0% | Unchanged |
| Epic Trust Investment Advisors, LLC | 818 | $348.0K | 0.43% | +8+1.0% | Added |
| Waterloo Capital, L.P. | 819 | $348.5K | 0.04% | −351−30.0% | Reduced |
| Riverwater Partners LLC | 826 | $351.4K | 0.26% | −31−3.6% | Reduced |
| Acima Private Wealth, LLC | 826 | $351.4K | 0.13% | 00.0% | Unchanged |
| Linscomb & Williams, Inc. | 831 | $353.3K | 0.02% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 823 | $355.1K | 0.02% | −430−34.3% | Reduced |
| Matthew Goff Investment Advisor, LLC | 836 | $355.7K | 0.07% | −32−3.7% | Reduced |
| Onefund, LLC | 833 | $355.8K | 0.43% | −24−2.8% | Reduced |
| MSH Capital Advisors LLC | 840 | $357.5K | 0.13% | −11−1.3% | Reduced |
| Sapient Capital LLC | 842 | $358.2K | 0.01% | +308+57.7% | Added |
| Philadelphia Trust Co | 845 | $360.0K | 0.03% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 849 | $361.1K | 0.02% | −87−9.3% | Reduced |
| Triad Investment Management | 861 | $366.3K | 0.44% | +7+0.8% | Added |
| Portside Wealth Group, LLC | 864 | $367.6K | 0.07% | +52+6.4% | Added |
| Bank of Stockton | 865 | $368.0K | 0.11% | −10−1.1% | Reduced |
| JJJ Advisors Inc. | 872 | $371.0K | 0.08% | +58+7.1% | Added |
| Jackson Square Capital, LLC | 878 | $373.5K | 0.10% | −38−4.1% | Reduced |
| Houlihan Financial Resource Group, Ltd. | 879 | $374.0K | 0.17% | 00.0% | Unchanged |
| Howard Capital Management Group, LLC | 883 | $375.7K | 0.03% | +314+55.2% | Added |
| Great Diamond Partners, LLC | 884 | $376.1K | 0.09% | −948−51.7% | Reduced |
| Private Portfolio Partners LLC | 885 | $376.5K | 0.08% | −8−0.9% | Reduced |
| Norden Group LLC | 885 | $376.7K | 0.08% | +885 | New |
| Everett Harris & Co | 888 | $377.8K | 0.01% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 896 | $381.3K | 0.03% | −19−2.1% | Reduced |
| Alta Advisers Ltd | 900 | $382.9K | 0.19% | 00.0% | Unchanged |
| Plotkin Financial Advisors, LLC | 900 | $382.9K | 0.25% | 00.0% | Unchanged |
| Sivia Capital Partners, LLC | 900 | $382.9K | 0.26% | −4−0.4% | Reduced |
| Cornerstone Wealth Management, LLC | 900 | $383.1K | 0.03% | +9+1.0% | Added |
| Invenio Wealth Partners LLC | 901 | $383.3K | 0.21% | −196−17.9% | Reduced |
| Aigen Investment Management, LP | 902 | $383.8K | 0.08% | +902 | New |
| LM Advisors LLC | 905 | $385.0K | 0.06% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 908 | $386.3K | 0.02% | +908 | New |
| Crewe Advisors LLC | 909 | $386.7K | 0.05% | +909 | New |
| Allstate Corp | 910 | $387.2K | 0.03% | −7−0.8% | Reduced |
| Alpha Family Trust | 920 | $391.4K | 0.24% | 00.0% | Unchanged |
| Clayton Financial Group LLC | 923 | $392.7K | 0.18% | +923 | New |
| Global X Japan Co., Ltd. | 927 | $394.4K | 0.08% | −37−3.8% | Reduced |
| Tenon Financial LLC | 928 | $394.8K | 0.33% | +928 | New |
| Kathmere Capital Management, LLC | 929 | $395.2K | 0.05% | +8+0.9% | Added |
| D.B. Root & Company, LLC | 933 | $396.9K | 0.13% | +271+40.9% | Added |
| Aspiriant, LLC | 934 | $397.4K | 0.02% | +30+3.3% | Added |
| Marietta Investment Partners LLC | 935 | $397.8K | 0.09% | +57+6.5% | Added |
| Morris Retirement Advisors, LLC | 937 | $398.7K | 0.24% | +251+36.6% | Added |
| Modera Wealth Management, LLC | 938 | $399.2K | 0.01% | 00.0% | Unchanged |
| Lakeview Capital Partners, LLC | 939 | $399.3K | 0.06% | −34−3.5% | Reduced |
| Fulton Bank, N.A. | 947 | $402.9K | 0.02% | −717−43.1% | Reduced |
| SeaCrest Wealth Management, LLC | 949 | $403.8K | 0.05% | −68−6.7% | Reduced |
| Fiduciary Group LLC | 950 | $404.2K | 0.04% | 00.0% | Unchanged |
| Quent Capital, LLC | 953 | $405.7K | 0.05% | +56+6.2% | Added |
| Winthrop Capital Management, LLC | 955 | $406.0K | 0.19% | +11+1.2% | Added |
| Cornerstone Wealth Advisors, Inc. | 955 | $406.3K | 0.13% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 962 | $409.3K | 0.02% | +710+281.7% | Added |
| Welch & Forbes LLC | 968 | $411.8K | 0.01% | −102−9.5% | Reduced |
| Prosperity Financial Group, Inc. | 969 | $412.3K | 0.25% | +102+11.8% | Added |
| Headinvest, LLC | 977 | $415.7K | 0.08% | −25−2.5% | Reduced |
| AlTi Global, Inc. | 978 | $416.1K | 0.01% | +978 | New |
| Regent Peak Wealth Advisors LLC | 981 | $417.4K | 0.11% | +15+1.6% | Added |
| Mitchell Capital Management Co | 983 | $418.2K | 0.08% | −11,312−92.0% | Reduced |
| Founders Financial Alliance, LLC | 988 | $420.5K | 0.13% | −252−20.3% | Reduced |
| Parkside Financial Bank & Trust | 992 | $422.1K | 0.07% | +6+0.6% | Added |
| Stratos Wealth Advisors, LLC | 994 | $423.1K | 0.03% | +325+48.6% | Added |
| LGT Fund Management Co Ltd. | 1,000 | $425.4K | 0.18% | 00.0% | Unchanged |
| Ayrshire Capital Management LLC | 1,000 | $425.4K | 0.23% | 00.0% | Unchanged |
| Koss-Olinger Consulting, LLC | 1,000 | $425.4K | 0.23% | +533+114.1% | Added |