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 |
|---|---|---|---|---|---|
| Community Bank, N.A. | 1,001 | $425.9K | 0.06% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 1,002 | $426.1K | 0.03% | +14+1.4% | Added |
| Vicus Capital | 1,009 | $429.3K | 0.04% | +1,009 | New |
| Drive Wealth Management, LLC | 1,013 | $431.1K | 0.12% | +15+1.5% | Added |
| Provenance Wealth Advisors, LLC | 1,014 | $431.4K | 0.06% | 00.0% | Unchanged |
| Embree Financial Group | 1,016 | $432.2K | 0.08% | 00.0% | Unchanged |
| First Interstate Bank | 1,020 | $434.0K | 0.03% | −135−11.7% | Reduced |
| Rosenblum Silverman Sutton S F Inc | 1,024 | $435.5K | 0.12% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 1,027 | $436.9K | 0.22% | +1,027 | New |
| Abbrea Capital, LLC | 1,027 | $437.0K | 0.06% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 1,030 | $438.2K | 0.05% | +189+22.5% | Added |
| West Family Investments, Inc. | 1,031 | $438.6K | 0.14% | +11+1.1% | Added |
| Carnegie Capital Asset Management, LLC | 1,035 | $440.3K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 1,036 | $440.8K | 0.09% | −987−48.8% | Reduced |
| KC Investment Advisors, LLC | 1,037 | $441.2K | 0.23% | +15+1.5% | Added |
| Catalyst Financial Partners LLC | 1,071 | $441.4K | 0.11% | +72+7.2% | Added |
| Johnson Financial Group, Inc. | 1,038 | $441.6K | 0.02% | −491−32.1% | Reduced |
| Seeds Investor LLC | 1,041 | $442.7K | 0.41% | +207+24.8% | Added |
| Nilsine Partners, LLC | 1,042 | $443.3K | 0.06% | −102−8.9% | Reduced |
| MainStreet Investment Advisors LLC | 1,043 | $443.7K | 0.05% | +1,043 | New |
| Accel Wealth Management | 1,043 | $443.7K | 0.19% | +1,043 | New |
| West Michigan Advisors, LLC | 1,043 | $443.8K | 0.14% | −17−1.6% | Reduced |
| Centerpoint Advisors, LLC | 1,044 | $444.0K | 0.17% | −83−7.4% | Reduced |
| Richardson Financial Services Inc. | 1,044 | $444.2K | 0.31% | +88+9.2% | Added |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 1,046 | $445.0K | 0.00% | −2,104−66.8% | Reduced |
| Kingswood Wealth Advisors, LLC | 1,047 | $445.4K | 0.05% | +145+16.1% | Added |
| Nwam LLC | 1,043 | $446.3K | 0.04% | +326+45.5% | Added |
| CNB Bank | 1,051 | $447.1K | 0.22% | +71+7.2% | Added |
| Magellan Asset Management Ltd | 1,052 | $447.6K | 0.00% | −153−12.7% | Reduced |
| Applied Capital LLC | 1,052 | $447.6K | 0.36% | −70−6.2% | Reduced |
| WR Wealth Planners, LLC | 1,057 | $449.7K | 0.14% | +6+0.6% | Added |
| Callan Capital, LLC | 1,060 | $451.0K | 0.04% | +18+1.7% | Added |
| Integrated Advisors Network LLC | 1,062 | $451.7K | 0.02% | +168+18.8% | Added |
| MBB Public Markets I LLC | 1,063 | $452.3K | 0.03% | +1,063 | New |
| Smart Money Group LLC | 1,090 | $453.4K | 0.18% | +449+70.0% | Added |
| Bullock Wealth Management Group | 1,067 | $455.9K | 0.31% | +1,067 | New |
| Petrus Trust Company, LTA | 1,073 | $456.5K | 0.04% | +1,073 | New |
| FDx Advisors, Inc. | 1,077 | $458.0K | 0.07% | −1,969−64.6% | Reduced |
| Inscription Capital, LLC | 1,079 | $459.1K | 0.08% | +1,079 | New |
| Park Place Capital Corp | 1,083 | $460.8K | 0.17% | +383+54.7% | Added |
| Shulman DeMeo Asset Management LLC | 1,086 | $462.2K | 0.12% | +1+0.1% | Added |
| WMS Partners, LLC | 1,087 | $462.5K | 0.03% | −268−19.8% | Reduced |
| Elgethun Capital Management | 1,083 | $463.7K | 0.12% | 00.0% | Unchanged |
| ICW Investment Advisors LLC | 1,094 | $465.3K | 0.21% | +27+2.5% | Added |
| Fifth Third Wealth Advisors LLC | 1,096 | $466.4K | 0.07% | −95−8.0% | Reduced |
| Jefferies Financial Group Inc. | 1,100 | $468.0K | 0.01% | −753−40.6% | Reduced |
| L2 Asset Management, LLC | 1,103 | $469.3K | 0.15% | +73+7.1% | Added |
| Chicago Partners Investment Group LLC | 1,145 | $473.0K | 0.02% | +122+11.9% | Added |
| TCG Advisory Services, LLC | 1,113 | $473.5K | 0.03% | −50−4.3% | Reduced |
| Ameritas Advisory Services, LLC | 1,120 | $473.6K | 0.02% | −73−6.1% | Reduced |
| Smith Shellnut Wilson LLC | 1,114 | $474.0K | 0.25% | 00.0% | Unchanged |
| BSW Wealth Partners | 1,118 | $475.8K | 0.08% | +536+92.1% | Added |
| 1776 Wealth LLC | 1,126 | $479.1K | 0.23% | −8−0.7% | Reduced |
| Legacy Financial Advisors, Inc. | 1,133 | $482.2K | 0.09% | +21+1.9% | Added |
| Sunbelt Securities, Inc. | 1,133 | $482.2K | 0.05% | −30−2.6% | Reduced |
| Beacon Bridge Wealth Partners, LLC | 1,134 | $482.6K | 0.23% | 00.0% | Unchanged |
| Levin Capital Strategies, L.P. | 1,141 | $485.4K | 0.05% | +1,141 | New |
| Procyon Private Wealth Partners, LLC | 1,141 | $485.6K | 0.04% | −4−0.3% | Reduced |
| Paulson Wealth Management Inc. | 1,145 | $487.1K | 0.14% | +1,145 | New |
| Virtue Capital Management, LLC | 1,156 | $487.4K | 0.09% | −512−30.7% | Reduced |
| Trueblood Wealth Management, LLC | 1,161 | $493.9K | 0.28% | −123−9.6% | Reduced |
| Oak Thistle LLC | 1,161 | $493.9K | 0.44% | +51+4.6% | Added |
| Keel Point, LLC | 1,162 | $494.6K | 0.05% | +174+17.6% | Added |
| LWM Advisory Services, LLC | 1,164 | $495.2K | 0.40% | −9−0.8% | Reduced |
| Gilbert & Cook, Inc. | 1,166 | $495.9K | 0.07% | +14+1.2% | Added |
| Allred Capital Management, LLC | 1,168 | $496.9K | 0.19% | +509+77.2% | Added |
| S.E.E.D. Planning Group LLC | 1,171 | $498.2K | 0.18% | +1,171 | New |
| Tilia Fiduciary Partners, Inc. | 1,172 | $498.5K | 0.40% | +3+0.3% | Added |
| Heritage Wealth Management, LLC | 1,173 | $499.0K | 0.25% | −7−0.6% | Reduced |
| Meritage Portfolio Management | 1,179 | $502.0K | 0.03% | −171−12.7% | Reduced |
| Steward Partners Investment Solutions, LLC | 1,183 | $503.3K | 0.08% | −422−26.3% | Reduced |
| First Affirmative Financial Network | 1,183 | $503.3K | 0.37% | +53+4.7% | Added |
| Harbor Investment Advisory, LLC | 1,188 | $505.4K | 0.05% | +4+0.3% | Added |
| Principle Wealth Partners LLC | 1,188 | $505.5K | 0.04% | +250+26.7% | Added |
| Dana Investment Advisors, Inc. | 1,192 | $507.1K | 0.02% | −278−18.9% | Reduced |
| Proficio Capital Partners LLC | 1,199 | $510.0K | 0.06% | +137+12.9% | Added |
| Emerald Advisers, LLC | 1,216 | $517.3K | 0.02% | +193+18.9% | Added |
| Leo Wealth, LLC | 1,220 | $519.1K | 0.05% | −76−5.9% | Reduced |
| Ferguson Wellman Capital Management, Inc | 1,222 | $519.9K | 0.01% | −110−8.3% | Reduced |
| Joule Financial, LLC | 1,222 | $519.9K | 0.21% | +4+0.3% | Added |
| Westwood Holdings Group Inc. | 1,222 | $520.0K | 0.00% | +2+0.2% | Added |
| Smithfield Trust Co | 1,228 | $520.0K | 0.03% | +28+2.3% | Added |
| Diversified Trust Co | 1,225 | $521.2K | 0.02% | −1,821−59.8% | Reduced |
| Edgestream Partners, L.P. | 1,233 | $524.6K | 0.03% | −348−22.0% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 1,233 | $524.6K | 0.06% | −13−1.0% | Reduced |
| Country Club Bank | 1,238 | $526.7K | 0.04% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 1,199 | $528.2K | 0.03% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 1,245 | $529.7K | 0.24% | 00.0% | Unchanged |
| Wambolt & Associates, LLC | 1,243 | $530.9K | 0.16% | +14+1.1% | Added |
| SFM, LLC | 1,249 | $531.2K | 0.41% | −69−5.2% | Reduced |
| Crestmont Private Wealth LLC | 1,253 | $533.1K | 0.26% | +267+27.1% | Added |
| Wallace Advisory Group, LLC | 1,219 | $537.0K | 0.40% | −66−5.1% | Reduced |
| Little House Capital LLC | 1,270 | $540.3K | 0.18% | 00.0% | Unchanged |
| United Community Bank | 1,288 | $548.0K | 0.21% | −62−4.6% | Reduced |
| Catalytic Wealth RIA, LLC | 1,294 | $550.5K | 0.11% | −49−3.6% | Reduced |
| Benchmark Investment Advisors LLC | 1,297 | $552.0K | 0.44% | +619+91.3% | Added |
| Royal Capital Wealth Management, LLC | 1,300 | $553.1K | 0.43% | 00.0% | Unchanged |
| Burney Co | 1,309 | $556.9K | 0.02% | +589+81.8% | Added |
| Orrstown Financial Services Inc | 1,312 | $558.2K | 0.31% | +270+25.9% | Added |
| Richard W. Paul & Associates, LLC | 1,314 | $559.0K | 0.22% | −5−0.4% | Reduced |