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 |
|---|---|---|---|---|---|
| Mesirow Financial Investment Management, Inc. | 1,316 | $560.1K | 0.01% | +85+6.9% | Added |
| Vestmark Advisory Solutions, Inc. | 1,319 | $561.3K | 0.02% | −132−9.1% | Reduced |
| PFG Investments, LLC | 1,320 | $561.6K | 0.03% | +255+23.9% | Added |
| Moneta Group Investment Advisors LLC | 1,326 | $564.3K | 0.01% | +96+7.8% | Added |
| Prossimo Advisors, LLC | 1,333 | $567.0K | 1.10% | −106−7.4% | Reduced |
| Summit Global Investments | 1,339 | $570.0K | 0.04% | −808−37.6% | Reduced |
| Catalina Capital Group, LLC | 1,344 | $571.8K | 0.24% | +567+73.0% | Added |
| PEAK6 Investments LLC | 1,347 | $573.2K | 0.03% | +1,344+44,800.0% | Added |
| Wesbanco Bank Inc | 1,359 | $578.2K | 0.02% | +196+16.9% | Added |
| Heritage Wealth Management, Inc./Texas | 1,364 | $580.3K | 0.38% | −75−5.2% | Reduced |
| Naples Global Advisors, LLC | 1,374 | $584.6K | 0.06% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 1,377 | $585.8K | 0.30% | +1,377 | New |
| Motiv8 Investments LLC | 1,382 | $587.9K | 0.46% | +270+24.3% | Added |
| Leavell Investment Management, Inc. | 1,399 | $595.0K | 0.03% | −43−3.0% | Reduced |
| Threadgill Financial, LLC | 1,400 | $595.6K | 0.26% | +1,400 | New |
| One Wealth Advisors, LLC | 1,401 | $596.1K | 0.10% | +277+24.6% | Added |
| Nicholas Hoffman & Company, LLC. | 1,403 | $596.7K | 0.03% | +1+0.1% | Added |
| Advisors Capital Management, LLC | 1,402 | $597.0K | 0.01% | −7,311−83.9% | Reduced |
| Relyea Zuckerberg Hanson LLC | 1,406 | $598.2K | 0.10% | +24+1.7% | Added |
| Michael B. Yongue | 1,419 | $603.7K | 0.53% | −31−2.1% | Reduced |
| Verdence Capital Advisors LLC | 1,422 | $604.9K | 0.06% | +63+4.6% | Added |
| Buttonwood Financial Advisors Inc. | 1,425 | $606.4K | 0.29% | −18−1.2% | Reduced |
| Navellier & Associates Inc | 1,426 | $606.7K | 0.07% | 00.0% | Unchanged |
| Maven Securities LTD | 1,426 | $606.7K | 0.04% | +1,426 | New |
| LVW Advisors, LLC | 1,428 | $607.5K | 0.10% | +666+87.4% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 1,500 | $611.9K | 0.24% | +300+25.0% | Added |
| Ramirez Asset Management, Inc. | 1,439 | $612.2K | 0.12% | −190−11.7% | Reduced |
| Simon Quick Advisors, LLC | 1,439 | $612.2K | 0.05% | +213+17.4% | Added |
| J. W. Coons Advisors, LLC | 1,443 | $613.9K | 0.14% | 00.0% | Unchanged |
| New Hampshire Trust | 1,449 | $616.5K | 0.14% | −7−0.5% | Reduced |
| Quintet Private Bank (Europe) S.A. | 1,252 | $617.1K | 0.03% | −179−12.5% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 1,457 | $619.9K | 0.26% | +136+10.3% | Added |
| RiverPark Advisors, LLC | 1,460 | $621.2K | 0.51% | −155−9.6% | Reduced |
| Alpha Cubed Investments, LLC | 1,462 | $622.0K | 0.03% | +53+3.8% | Added |
| Hoxton Planning & Management, LLC | 1,462 | $622.0K | 0.30% | −5−0.3% | Reduced |
| CM Wealth Advisors LLC | 1,459 | $625.3K | 0.18% | +1,459 | New |
| Mutual Advisors, LLC | 1,471 | $625.7K | 0.02% | +75+5.4% | Added |
| Stonegate Investment Group, LLC | 1,480 | $629.8K | 0.02% | −174−10.5% | Reduced |
| Everhart Financial Group, Inc. | 1,486 | $632.2K | 0.18% | +117+8.5% | Added |
| Penserra Capital Management LLC | 1,493 | $634.0K | 0.01% | −1,420−48.7% | Reduced |
| Symmetry Partners, LLC | 1,490 | $634.0K | 0.05% | 00.0% | Unchanged |
| Nova R Wealth, Inc. | 1,492 | $634.6K | 0.33% | 00.0% | Unchanged |
| Trust Point Inc. | 1,496 | $636.5K | 0.05% | +185+14.1% | Added |
| Graham Capital Management, L.P. | 1,500 | $638.2K | 0.02% | −6,500−81.3% | Reduced |
| Shay Capital LLC | 1,500 | $638.2K | 0.19% | +1,500 | New |
| Spinnaker Trust | 1,503 | $639.5K | 0.04% | +6+0.4% | Added |
| Kendall Capital Management | 1,510 | $642.4K | 0.22% | −85−5.3% | Reduced |
| Dividend Assets Capital, LLC | 1,511 | $643.0K | 0.14% | 00.0% | Unchanged |
| MQS Management LLC | 1,516 | $645.0K | 0.37% | +878+137.6% | Added |
| Scientech Research LLC | 1,518 | $645.8K | 0.34% | +1,518 | New |
| Hancock Whitney Corp | 1,521 | $647.1K | 0.02% | −113−6.9% | Reduced |
| WSFS Capital Management, LLC | 1,524 | $648.4K | 0.04% | −112−6.8% | Reduced |
| Oak Harbor Wealth Partners, LLC | 1,524 | $648.5K | 0.20% | +28+1.9% | Added |
| FineMark National Bank & Trust | 1,535 | $653.1K | 0.02% | −2−0.1% | Reduced |
| Continuum Advisory, LLC | 1,511 | $653.2K | 0.10% | −356−19.1% | Reduced |
| PAX Financial Group, LLC | 1,543 | $656.5K | 0.13% | −99−6.0% | Reduced |
| Camden Capital, LLC | 1,544 | $657.1K | 0.06% | +238+18.2% | Added |
| Empirical Asset Management, LLC | 1,548 | $658.8K | 0.32% | +1,548 | New |
| Prudent Man Advisors, LLC | 1,549 | $659.0K | 0.25% | −220−12.4% | Reduced |
| Allworth Financial LP | 1,561 | $664.3K | 0.00% | +205+15.1% | Added |
| Arkadios Wealth Advisors | 1,563 | $665.2K | 0.05% | +40+2.6% | Added |
| Insigneo Advisory Services, LLC | 1,566 | $666.3K | 0.08% | +276+21.4% | Added |
| Graypoint LLC | 1,569 | $667.6K | 0.05% | +120+8.3% | Added |
| Moseley Investment Management Inc | 1,570 | $667.8K | 0.33% | 00.0% | Unchanged |
| Ironwood Investment Counsel, LLC | 1,571 | $668.6K | 0.12% | −64−3.9% | Reduced |
| Ronald Blue Trust, Inc. | 1,579 | $672.0K | 0.01% | −321−16.9% | Reduced |
| Covenant Partners, LLC | 1,581 | $672.6K | 0.20% | −154−8.9% | Reduced |
| Cynosure Management, LLC | 1,588 | $675.6K | 0.12% | −3,204−66.9% | Reduced |
| CoreFirst Bank & Trust | 1,594 | $678.2K | 0.42% | 00.0% | Unchanged |
| Intact Investment Management Inc. | 1,600 | $680.7K | 0.03% | +1,600 | New |
| Founders Financial Securities LLC | 1,619 | $688.8K | 0.07% | −823−33.7% | Reduced |
| Sepio Capital, LP | 1,619 | $689.0K | 0.06% | −64−3.8% | Reduced |
| Change Path, LLC | 1,620 | $690.0K | 0.03% | +815+101.2% | Added |
| Premier Path Wealth Partners, LLC | 1,625 | $691.3K | 0.13% | −38−2.3% | Reduced |
| Baron Wealth Management LLC | 1,629 | $693.1K | 0.37% | +3+0.2% | Added |
| Elevated Capital Advisors, LLC | 1,639 | $697.3K | 0.20% | +105+6.8% | Added |
| Financial Insights, Inc. | 1,644 | $699.4K | 0.20% | −235−12.5% | Reduced |
| Icon Wealth Advisors, LLC | 1,645 | $699.9K | 0.07% | +1,328+418.9% | Added |
| Beach Investment Counsel Inc | 1,600 | $705.0K | 0.09% | 00.0% | Unchanged |
| Avestar Capital, LLC | 1,659 | $705.8K | 0.08% | +228+15.9% | Added |
| Davidson Trust Co | 1,668 | $709.7K | 0.41% | −61−3.5% | Reduced |
| Stonebrook Private Inc. | 1,669 | $710.2K | 0.21% | +137+8.9% | Added |
| Arcadia Investment Management Corp | 1,680 | $714.8K | 0.13% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 1,681 | $715.2K | 0.11% | +72+4.5% | Added |
| PDS Planning, Inc | 1,686 | $717.3K | 0.08% | +82+5.1% | Added |
| Institute for Wealth Management, LLC. | 1,695 | $721.1K | 0.09% | +521+44.4% | Added |
| Virtus ETF Advisers LLC | 1,697 | $722.0K | 0.38% | +1,697 | New |
| Foster Dykema Cabot & Partners, LLC | 1,698 | $722.4K | 0.07% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 1,700 | $723.3K | 0.06% | 00.0% | Unchanged |
| Israel Discount Bank of New York | 1,700 | $723.3K | 0.90% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 1,704 | $724.9K | 0.02% | +964+130.3% | Added |
| Circle Wealth Management, LLC | 1,704 | $725.2K | 0.02% | +89+5.5% | Added |
| Opal Wealth Advisors, LLC | 1,705 | $725.4K | 0.25% | +12+0.7% | Added |
| TD Private Client Wealth LLC | 1,711 | $727.9K | 0.02% | −28−1.6% | Reduced |
| Waters Parkerson & Co., LLC | 1,715 | $730.0K | 0.04% | +15+0.9% | Added |
| ERn Financial, LLC | 1,720 | $731.7K | 0.13% | −661−27.8% | Reduced |
| Eos Management, L.P. | 1,722 | $732.6K | 0.30% | +1,722 | New |
| Duality Advisers, LP | 1,723 | $733.0K | 0.07% | +1,723 | New |
| Aspire Wealth Management Corp | 1,739 | $739.9K | 0.45% | 00.0% | Unchanged |
| Mendel Capital Management LLC | 1,743 | $741.6K | 0.49% | +2+0.1% | Added |