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 |
|---|---|---|---|---|---|
| Boothbay Fund Management, LLC | 2,479 | $1.05M | 0.03% | +554+28.8% | Added |
| Forum Financial Management, LP | 2,495 | $1.06M | 0.02% | −10.0% | Reduced |
| Evergreen Capital Management LLC | 2,498 | $1.06M | 0.04% | −410−14.1% | Reduced |
| Outlook Wealth Advisors, LLC | 2,505 | $1.07M | 0.33% | 00.0% | Unchanged |
| BluePath Capital Management, LLC | 2,506 | $1.07M | 0.82% | +19+0.8% | Added |
| Wintrust Investments LLC | 2,535 | $1.08M | 0.10% | +72+2.9% | Added |
| Flputnam Investment Management Co | 2,541 | $1.08M | 0.02% | −50−1.9% | Reduced |
| RMR Wealth Builders | 2,546 | $1.08M | 0.13% | +442+21.0% | Added |
| City Holding Co | 2,547 | $1.08M | 0.16% | +261+11.4% | Added |
| Daymark Wealth Partners, LLC | 2,561 | $1.09M | 0.06% | +25+1.0% | Added |
| Syon Capital LLC | 2,563 | $1.09M | 0.10% | +323+14.4% | Added |
| Fox Run Management, L.L.C. | 2,564 | $1.09M | 0.24% | +2,564 | New |
| Pinnacle Associates Ltd | 2,579 | $1.10M | 0.02% | +62+2.5% | Added |
| Thrive Wealth Management, LLC | 2,592 | $1.10M | 0.23% | +88+3.5% | Added |
| Aptus Capital Advisors, LLC | 2,594 | $1.10M | 0.02% | +470+22.1% | Added |
| Lombard Odier Asset Management (USA) Corp | 2,600 | $1.11M | 0.16% | +1,400+116.7% | Added |
| Marshall Financial Group LLC | 2,611 | $1.11M | 0.32% | −15−0.6% | Reduced |
| NBC Securities, Inc. | 2,597 | $1.11M | 0.10% | −22−0.8% | Reduced |
| Pflug Koory, LLC | 2,668 | $1.14M | 0.56% | 00.0% | Unchanged |
| Point Break Capital Management, LLC | 2,694 | $1.15M | 1.39% | +1,154+74.9% | Added |
| Jacobi Capital Management LLC | 2,699 | $1.15M | 0.11% | +59+2.2% | Added |
| Conestoga Capital Advisors, LLC | 2,702 | $1.15M | 0.02% | 00.0% | Unchanged |
| Clarius Group, LLC | 2,702 | $1.15M | 0.08% | −350−11.5% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,763 | $1.15M | 0.01% | −582−17.4% | Reduced |
| Hohimer Wealth Management, LLC | 2,721 | $1.16M | 0.27% | +440+19.3% | Added |
| Aaron Wealth Advisors | 2,724 | $1.16M | 0.17% | −68−2.4% | Reduced |
| Qtron Investments LLC | 2,727 | $1.16M | 0.16% | −1,097−28.7% | Reduced |
| Ingalls & Snyder LLC | 2,755 | $1.17M | 0.05% | 00.0% | Unchanged |
| Alpine Woods Capital Investors, LLC | 2,847 | $1.18M | 0.24% | −203−6.7% | Reduced |
| Sentry Investment Management LLC | 2,788 | $1.19M | 0.46% | 00.0% | Unchanged |
| Highview Capital Management LLC | 2,803 | $1.19M | 0.54% | +248+9.7% | Added |
| Parallax Volatility Advisers, L.P. | 2,819 | $1.20M | 0.03% | +2,819 | New |
| Gsa Capital Partners LLP | 2,836 | $1.21M | 0.10% | −233−7.6% | Reduced |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 2,837 | $1.21M | 0.47% | −486−14.6% | Reduced |
| Exchange Capital Management, Inc. | 2,837 | $1.21M | 0.20% | −39−1.4% | Reduced |
| Lecap Asset Management Ltd | 2,837 | $1.21M | 0.25% | +2,837 | New |
| Lee Financial Co | 2,837 | $1.21M | 0.20% | −18−0.6% | Reduced |
| AAFMAA Wealth Management & Trust LLC | 2,872 | $1.22M | 0.67% | +2,872 | New |
| Geller Advisors LLC | 2,891 | $1.23M | 0.10% | +55+1.9% | Added |
| NorthRock Partners, LLC | 2,893 | $1.23M | 0.05% | +121+4.4% | Added |
| Entropy Technologies, LP | 2,893 | $1.23M | 0.13% | +706+32.3% | Added |
| Redwood Investments, LLC | 3,098 | $1.23M | 0.36% | −157−4.8% | Reduced |
| AdvisorNet Financial, Inc | 2,896 | $1.23M | 0.12% | +2+0.1% | Added |
| Balentine LLC | 2,903 | $1.24M | 0.04% | +10+0.3% | Added |
| WoodTrust Financial Corp | 2,912 | $1.24M | 0.20% | +4+0.1% | Added |
| GM Advisory Group, Inc. | 2,927 | $1.25M | 0.09% | +18+0.6% | Added |
| Keebeck Wealth Management, LLC | 2,942 | $1.25M | 0.18% | −51−1.7% | Reduced |
| Ellevest, Inc. | 2,944 | $1.25M | 0.08% | −189−6.0% | Reduced |
| Venturi Wealth Management, LLC | 2,945 | $1.25M | 0.08% | −307−9.4% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,950 | $1.26M | 0.04% | +997+51.0% | Added |
| Trium Capital LLP | 2,952 | $1.26M | 0.47% | +2,952 | New |
| Trust Co of Oklahoma | 2,964 | $1.26M | 0.45% | −5−0.2% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 2,985 | $1.27M | 0.19% | −58−1.9% | Reduced |
| Principal Securities, Inc. | 2,986 | $1.27M | 0.04% | −844−22.0% | Reduced |
| Harbert Fund Advisors, Inc. | 3,000 | $1.28M | 0.88% | +55+1.9% | Added |
| JGP Global Gestao de Recursos Ltda. | 3,000 | $1.28M | 0.82% | +1,900+172.7% | Added |
| Brighton Jones LLC | 3,006 | $1.28M | 0.05% | −99−3.2% | Reduced |
| Steel Peak Wealth Management LLC | 3,008 | $1.28M | 0.07% | +8+0.3% | Added |
| GeoWealth Management, LLC | 3,036 | $1.29M | 0.05% | +1,141+60.2% | Added |
| Relative Value Partners Group, LLC | 2,884 | $1.29M | 0.08% | +10.0% | Added |
| Central Valley Advisors, LLC | 3,054 | $1.30M | 0.67% | +307+11.2% | Added |
| Transatlantique Private Wealth LLC | 3,100 | $1.30M | 0.57% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 3,077 | $1.31M | 0.09% | +30+1.0% | Added |
| Western Wealth Management, LLC | 3,078 | $1.31M | 0.10% | +213+7.4% | Added |
| Checchi Capital Advisers, LLC | 3,095 | $1.32M | 0.10% | +14+0.5% | Added |
| Thomasville National Bank | 3,107 | $1.32M | 0.11% | −5,270−62.9% | Reduced |
| Canandaigua National Bank & Trust Co | 3,110 | $1.32M | 0.20% | −10.0% | Reduced |
| AIMZ Investment Advisors, LLC | 3,122 | $1.33M | 0.50% | +3,122 | New |
| Nations Financial Group Inc, | 3,131 | $1.33M | 0.11% | +2,270+263.6% | Added |
| Handelsinvest Investeringsforvaltning | 3,162 | $1.34M | 0.65% | −571−15.3% | Reduced |
| Summit Financial, LLC | 3,163 | $1.35M | 0.08% | −99−3.0% | Reduced |
| Bell Bank | 3,164 | $1.35M | 0.12% | −460−12.7% | Reduced |
| JPL Wealth Management, LLC | 3,169 | $1.35M | 0.74% | +585+22.6% | Added |
| Bryn Mawr Trust Co | 3,171 | $1.35M | 0.05% | +3,171 | New |
| River Wealth Advisors LLC | 3,193 | $1.36M | 0.20% | −29−0.9% | Reduced |
| Abundance Wealth Counselors | 3,206 | $1.36M | 0.31% | +98+3.2% | Added |
| Csenge Advisory Group | 3,210 | $1.37M | 0.08% | −128−3.8% | Reduced |
| Anchor Investment Management, LLC | 3,222 | $1.37M | 0.14% | −37−1.1% | Reduced |
| Wedmont Private Capital | 3,152 | $1.37M | 0.10% | +83+2.7% | Added |
| BancorpSouth Bank | 3,234 | $1.38M | 0.10% | −106−3.2% | Reduced |
| Teza Capital Management LLC | 3,244 | $1.38M | 0.18% | +1,849+132.5% | Added |
| Savant Capital, LLC | 3,247 | $1.38M | 0.02% | −548−14.4% | Reduced |
| Fiduciary Family Office, LLC | 3,254 | $1.38M | 0.54% | −107−3.2% | Reduced |
| Maxwell Wealth Strategies Inc. | 3,297 | $1.39M | 0.70% | +3,297 | New |
| Readystate Asset Management LP | 3,271 | $1.39M | 0.05% | +3,271 | New |
| Fort Point Capital Partners LLC | 3,308 | $1.41M | 0.19% | −105−3.1% | Reduced |
| Beverly Hills Private Wealth, LLC | 3,344 | $1.42M | 0.33% | −217−6.1% | Reduced |
| Cigna Investments Inc | 3,377 | $1.44M | 0.27% | −57−1.7% | Reduced |
| Nichols & Pratt Advisers LLP | 3,378 | $1.44M | 0.10% | −414−10.9% | Reduced |
| Farther Finance Advisors, LLC | 3,406 | $1.45M | 0.09% | −1,186−25.8% | Reduced |
| Quadcap Wealth Management, LLC | 3,429 | $1.46M | 0.33% | −215−5.9% | Reduced |
| Voya Financial Advisors, Inc. | 3,451 | $1.46M | 0.17% | −152−4.2% | Reduced |
| Reynders McVeigh Capital Management, LLC | 3,430 | $1.46M | 0.08% | −5−0.1% | Reduced |
| Davis R M Inc | 3,433 | $1.46M | 0.03% | −86−2.4% | Reduced |
| Wealth Alliance | 3,443 | $1.46M | 0.19% | −292−7.8% | Reduced |
| Snider Financial Group | 3,467 | $1.48M | 0.61% | +456+15.1% | Added |
| Old National Bancorp | 3,472 | $1.48M | 0.04% | −601−14.8% | Reduced |
| Mission Wealth Management, LP | 3,477 | $1.48M | 0.04% | +1,449+71.4% | Added |
| W.H. Cornerstone Investments Inc. | 3,517 | $1.50M | 1.08% | −50−1.4% | Reduced |
| Tealwood Asset Management Inc | 3,519 | $1.50M | 0.67% | +22+0.6% | Added |