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 |
|---|---|---|---|---|---|
| Jacobsen Capital Management | 1,752 | $745.4K | 0.35% | 00.0% | Unchanged |
| Sunflower Bank, N.A. | 1,756 | $747.1K | 0.17% | +29+1.7% | Added |
| My Legacy Advisors, LLC | 1,761 | $749.2K | 0.25% | +74+4.4% | Added |
| Financial Advocates Investment Management | 1,762 | $749.6K | 0.04% | −83−4.5% | Reduced |
| CX Institutional | 1,764 | $750.6K | 0.04% | −81−4.4% | Reduced |
| Woodstock Corp | 1,769 | $752.6K | 0.08% | −39−2.2% | Reduced |
| Ninepoint Partners LP | 1,777 | $756.0K | 0.10% | 00.0% | Unchanged |
| Columbus Macro, LLC | 1,779 | $756.9K | 0.29% | −119−6.3% | Reduced |
| Ironwood Investment Management LLC | 1,782 | $758.2K | 0.37% | +966+118.4% | Added |
| Griffin Asset Management, Inc. | 1,783 | $758.6K | 0.09% | 00.0% | Unchanged |
| Eagle Asset Management Inc | 1,782 | $761.1K | 0.00% | +1,264+244.0% | Added |
| Trillium Asset Management, LLC | 1,806 | $768.0K | 0.02% | −250−12.2% | Reduced |
| Meridian Wealth Partners, LLC | 1,811 | $770.7K | 0.14% | +19+1.1% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 1,814 | $771.8K | 0.02% | +3+0.2% | Added |
| Radnor Capital Management, LLC | 1,818 | $773.0K | 0.13% | 00.0% | Unchanged |
| MRP Capital Investments, LLC | 1,821 | $774.7K | 0.78% | +1,821 | New |
| Revisor Wealth Management LLC | 1,793 | $776.5K | 0.35% | +1,080+151.5% | Added |
| 9258 Wealth Management, LLC | 1,831 | $779.0K | 0.12% | +73+4.2% | Added |
| NewEdge Wealth, LLC | 1,870 | $779.8K | 0.02% | +39+2.1% | Added |
| Marcum Wealth, LLC | 1,835 | $780.7K | 0.08% | −17−0.9% | Reduced |
| TrinityPoint Wealth, LLC | 1,850 | $787.3K | 0.13% | −11−0.6% | Reduced |
| Balboa Wealth Partners | 1,855 | $789.4K | 0.25% | −9−0.5% | Reduced |
| Waldron Private Wealth LLC | 1,863 | $792.6K | 0.04% | +45+2.5% | Added |
| Conning Inc. | 1,865 | $793.5K | 0.03% | −75−3.9% | Reduced |
| Roberts Capital Advisors, LLC | 1,874 | $797.3K | 0.76% | +1,874 | New |
| Smartleaf Asset Management LLC | 1,891 | $799.9K | 0.15% | +561+42.2% | Added |
| Sigma Planning Corp | 1,888 | $803.5K | 0.03% | +712+60.5% | Added |
| Catalyst Funds Management Pty Ltd | 1,900 | $808.4K | 0.23% | +1,900 | New |
| GAMMA Investing LLC | 1,911 | $813.0K | 0.17% | +751+64.7% | Added |
| Red Spruce Capital, LLC | 1,926 | $819.4K | 0.38% | +134+7.5% | Added |
| Mezzasalma Advisors, LLC | 1,930 | $821.1K | 0.39% | −765−28.4% | Reduced |
| Townsend Asset Management Corp | 1,932 | $822.1K | 0.33% | +87+4.7% | Added |
| Guardian Wealth Advisors, LLC | 1,934 | $822.7K | 0.53% | +19+1.0% | Added |
| Lincoln National Corp | 1,935 | $823.3K | 0.01% | +340+21.3% | Added |
| Equitable Holdings, Inc. | 1,951 | $830.1K | 0.01% | +115+6.3% | Added |
| McDonald Partners LLC | 1,952 | $830.6K | 0.23% | +12+0.6% | Added |
| Bowman & Co S.C. | 1,959 | $835.4K | 0.50% | +4+0.2% | Added |
| Independence Bank of Kentucky | 1,977 | $841.1K | 0.25% | +490+33.0% | Added |
| Lokken Investment Group LLC | 1,982 | $843.2K | 0.42% | +188+10.5% | Added |
| Douglas Lane & Associates, LLC | 1,985 | $844.5K | 0.01% | +32+1.6% | Added |
| Magnolia Capital Advisors LLC | 2,047 | $844.6K | 0.71% | +213+11.6% | Added |
| NorthCrest Asset Manangement, LLC | 1,993 | $847.9K | 0.03% | −32−1.6% | Reduced |
| IHT Wealth Management, LLC | 2,012 | $855.9K | 0.03% | +623+44.9% | Added |
| Bollard Group LLC | 2,020 | $859.0K | 0.03% | +490+32.0% | Added |
| Bridgefront Capital, LLC | 2,022 | $860.3K | 0.65% | +2,022 | New |
| We Are One Seven, LLC | 2,035 | $865.8K | 0.04% | −107−5.0% | Reduced |
| Chicago Trust Co NA | 2,041 | $868.3K | 0.18% | −141−6.5% | Reduced |
| Monterey Private Wealth, Inc. | 2,048 | $871.5K | 0.35% | +4+0.2% | Added |
| Dimension Capital Management LLC | 2,051 | $872.6K | 0.17% | +122+6.3% | Added |
| Axxcess Wealth Management, LLC | 2,058 | $875.5K | 0.02% | +805+64.2% | Added |
| Moors & Cabot, Inc. | 2,064 | $878.0K | 0.05% | +144+7.5% | Added |
| Arthur M. Cohen & Associates, LLC | 2,108 | $896.8K | 0.19% | +40+1.9% | Added |
| Center for Financial Planning, Inc. | 2,108 | $896.8K | 0.13% | +110+5.5% | Added |
| Foundations Investment Advisors, LLC | 2,111 | $897.9K | 0.02% | −31−1.4% | Reduced |
| Kirtland Hills Capital Management, LLC | 2,111 | $905.6K | 0.78% | +2,111 | New |
| Rehmann Capital Advisory Group | 2,130 | $906.4K | 0.07% | −35−1.6% | Reduced |
| CWA Asset Management Group, LLC | 2,137 | $909.2K | 0.06% | −229−9.7% | Reduced |
| Sonnipe Ltd | 2,138 | $909.6K | 0.10% | 00.0% | Unchanged |
| Forte Capital LLC | 2,143 | $911.9K | 0.11% | +198+10.2% | Added |
| Formidable Asset Management, LLC | 2,149 | $914.5K | 0.15% | +60+2.9% | Added |
| Heritage Trust Co | 2,152 | $915.6K | 0.12% | −42−1.9% | Reduced |
| Gryphon Financial Partners LLC | 2,155 | $917.0K | 0.15% | −199−8.5% | Reduced |
| Colonial Trust Co | 2,159 | $918.4K | 0.17% | −4−0.2% | Reduced |
| Claro Advisors LLC | 2,160 | $919.1K | 0.16% | +192+9.8% | Added |
| Lindbrook Capital, LLC | 2,171 | $923.7K | 0.09% | +39+1.8% | Added |
| Strategic Wealth Partners, Ltd. | 2,179 | $927.1K | 0.10% | +268+14.0% | Added |
| MEMBERS Trust Co | 2,182 | $928.3K | 0.03% | −77−3.4% | Reduced |
| Quotient Wealth Partners, LLC | 2,189 | $931.4K | 0.03% | −567−20.6% | Reduced |
| Skopos Labs, Inc. | 2,183 | $932.3K | 0.40% | −121−5.3% | Reduced |
| Commerzbank Aktiengesellschaft | 2,193 | $934.0K | 0.03% | +1,236+129.2% | Added |
| SlateStone Wealth, LLC | 2,212 | $941.0K | 0.09% | +2,212 | New |
| Foster Group, Inc. | 2,215 | $942.4K | 0.05% | −77−3.4% | Reduced |
| Confluence Wealth Services, Inc. | 2,222 | $945.2K | 0.08% | +485+27.9% | Added |
| Tritonpoint Wealth, LLC | 1,911 | $955.0K | 0.10% | −288−13.1% | Reduced |
| Schmidt P J Investment Management Inc | 2,264 | $963.0K | 0.18% | −65−2.8% | Reduced |
| GSG Advisors LLC | 2,267 | $966.7K | 0.35% | −10−0.4% | Reduced |
| Summit Trail Advisors, LLC | 2,275 | $967.9K | 0.03% | +233+11.4% | Added |
| LGT Group Foundation | 2,278 | $969.2K | 0.02% | −7,878−77.6% | Reduced |
| Legato Capital Management LLC | 2,290 | $974.3K | 0.12% | 00.0% | Unchanged |
| United Asset Strategies, Inc. | 2,300 | $978.6K | 0.10% | +177+8.3% | Added |
| Tranquility Partners, LLC | 2,305 | $980.7K | 0.38% | +8+0.3% | Added |
| Charter Trust Co | 2,326 | $989.6K | 0.07% | −10−0.4% | Reduced |
| BTG Pactual Global Asset Management Ltd | 2,331 | $991.7K | 0.32% | +2,331 | New |
| Accretive Wealth Partners, LLC | 2,333 | $991.9K | 0.44% | −15−0.6% | Reduced |
| Lazard Freres Gestion S.A.S. | 2,725 | $993.0K | 0.02% | +320+13.3% | Added |
| Spirepoint Private Client, LLC | 2,338 | $994.7K | 0.15% | +2,338 | New |
| Howe & Rusling Inc | 2,355 | $1.00M | 0.10% | +58+2.5% | Added |
| Channing Global Advisors, LLC | 2,357 | $1.00M | 0.85% | −14−0.6% | Reduced |
| Westmount Partners, LLC | 2,362 | $1.00M | 0.36% | 00.0% | Unchanged |
| Palumbo Wealth Management LLC | 2,366 | $1.01M | 0.45% | +5+0.2% | Added |
| Rossmore Private Capital | 2,369 | $1.01M | 0.13% | +9+0.4% | Added |
| Shepherd Financial Partners LLC | 2,377 | $1.01M | 0.13% | +134+6.0% | Added |
| First National Corp | 2,324 | $1.02M | 0.25% | 00.0% | Unchanged |
| Lincoln Capital LLC | 2,408 | $1.02M | 0.23% | −183−7.1% | Reduced |
| Beaumont Financial Advisors, LLC | 2,409 | $1.02M | 0.08% | −98−3.9% | Reduced |
| Strengthening Families & Communities, LLC | 2,422 | $1.03M | 0.61% | +438+22.1% | Added |
| Capital Analysts, LLC | 2,440 | $1.04M | 0.05% | +34+1.4% | Added |
| Gilliland Jeter Wealth Management LLC | 2,455 | $1.04M | 0.36% | −117−4.5% | Reduced |
| Pensionmark Financial Group, LLC | 2,068 | $1.05M | 0.15% | −703−25.4% | Reduced |
| Ambassador Advisors, LLC | 2,469 | $1.05M | 0.19% | +614+33.1% | Added |