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 |
|---|---|---|---|---|---|
| Excalibur Management Corp | 4,028 | $1.71M | 0.73% | +25+0.6% | Added |
| Meeder Advisory Services, Inc. | 4,012 | $1.71M | 0.17% | +203+5.3% | Added |
| OV Management LLC | 4,000 | $1.70M | 1.23% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 3,996 | $1.70M | 0.13% | −261−6.1% | Reduced |
| Cozad Asset Management Inc | 3,993 | $1.70M | 0.18% | −893−18.3% | Reduced |
| Landscape Capital Management, L.L.C. | 3,971 | $1.69M | 0.15% | +3,971 | New |
| National Asset Management, Inc. | 4,623 | $1.69M | 0.05% | +264+6.1% | Added |
| WealthShield Partners, LLC | 3,950 | $1.68M | 0.27% | −71−1.8% | Reduced |
| GYL Financial Synergies, LLC | 3,936 | $1.67M | 0.13% | +101+2.6% | Added |
| Danica Pension, Livsforsikringsaktieselskab | 3,887 | $1.65M | 0.04% | +3,887 | New |
| Mattern Wealth Management LLC | 3,862 | $1.64M | 0.40% | +352+10.0% | Added |
| Davy Global Fund Management Ltd | 3,860 | $1.64M | 0.19% | 00.0% | Unchanged |
| Skylands Capital, LLC | 3,825 | $1.63M | 0.22% | −50−1.3% | Reduced |
| Trust Asset Management LLC | 3,825 | $1.63M | 0.14% | 00.0% | Unchanged |
| First Bank & Trust | 3,811 | $1.62M | 0.34% | +25+0.7% | Added |
| Proequities, Inc. | 3,804 | $1.62M | 0.10% | +386+11.3% | Added |
| Hamilton Point Investment Advisors, LLC | 3,800 | $1.62M | 0.32% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 3,793 | $1.61M | 0.03% | −135−3.4% | Reduced |
| Benjamin Edwards Inc | 3,775 | $1.61M | 0.32% | +181+5.0% | Added |
| Valeo Financial Advisors, LLC | 3,876 | $1.60M | 0.06% | −17−0.4% | Reduced |
| Arden Trust Co | 3,750 | $1.60M | 0.22% | −150−3.8% | Reduced |
| Strategic Wealth Partners Group LLC | 3,721 | $1.58M | 0.17% | +42+1.1% | Added |
| Citizens Financial Group Inc | 3,711 | $1.58M | 0.05% | +539+17.0% | Added |
| Cary Street Partner Investment Advisory LLC | 3,688 | $1.57M | 0.07% | +345+10.3% | Added |
| Schechter Investment Advisors, LLC | 3,687 | $1.57M | 0.12% | +199+5.7% | Added |
| Cullen Investment Group, Ltd. | 3,623 | $1.54M | 0.24% | +170+4.9% | Added |
| HighPoint Advisor Group LLC | 3,589 | $1.54M | 0.11% | +117+3.4% | Added |
| Boston Trust Walden Corp | 3,598 | $1.53M | 0.01% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 3,594 | $1.53M | 0.02% | +303+9.2% | Added |
| Guardian Capital LP | 3,590 | $1.53M | 0.05% | +375+11.7% | Added |
| Transform Wealth, LLC | 3,582 | $1.52M | 0.14% | +2+0.1% | Added |
| Souders Financial Advisors | 3,578 | $1.52M | 0.24% | −8−0.2% | Reduced |
| HBK Sorce Advisory LLC | 3,570 | $1.52M | 0.05% | +122+3.5% | Added |
| Oppenheimer & Co Inc | 3,569 | $1.52M | 0.03% | −455−11.3% | Reduced |
| Quadrant Capital Group LLC | 3,521 | $1.50M | 0.12% | +11+0.3% | Added |
| Broadwater Capital Management LLC | 3,520 | $1.50M | 1.15% | 00.0% | Unchanged |
| Tealwood Asset Management Inc | 3,519 | $1.50M | 0.67% | +22+0.6% | Added |
| W.H. Cornerstone Investments Inc. | 3,517 | $1.50M | 1.08% | −50−1.4% | Reduced |
| Mission Wealth Management, LP | 3,477 | $1.48M | 0.04% | +1,449+71.4% | Added |
| Old National Bancorp | 3,472 | $1.48M | 0.04% | −601−14.8% | Reduced |
| Snider Financial Group | 3,467 | $1.48M | 0.61% | +456+15.1% | Added |
| Wealth Alliance | 3,443 | $1.46M | 0.19% | −292−7.8% | Reduced |
| Davis R M Inc | 3,433 | $1.46M | 0.03% | −86−2.4% | Reduced |
| Reynders McVeigh Capital Management, LLC | 3,430 | $1.46M | 0.08% | −5−0.1% | Reduced |
| Voya Financial Advisors, Inc. | 3,451 | $1.46M | 0.17% | −152−4.2% | Reduced |
| Quadcap Wealth Management, LLC | 3,429 | $1.46M | 0.33% | −215−5.9% | Reduced |
| Farther Finance Advisors, LLC | 3,406 | $1.45M | 0.09% | −1,186−25.8% | Reduced |
| Nichols & Pratt Advisers LLP | 3,378 | $1.44M | 0.10% | −414−10.9% | Reduced |
| Cigna Investments Inc | 3,377 | $1.44M | 0.27% | −57−1.7% | Reduced |
| Beverly Hills Private Wealth, LLC | 3,344 | $1.42M | 0.33% | −217−6.1% | Reduced |
| Fort Point Capital Partners LLC | 3,308 | $1.41M | 0.19% | −105−3.1% | Reduced |
| Readystate Asset Management LP | 3,271 | $1.39M | 0.05% | +3,271 | New |
| Maxwell Wealth Strategies Inc. | 3,297 | $1.39M | 0.70% | +3,297 | New |
| Fiduciary Family Office, LLC | 3,254 | $1.38M | 0.54% | −107−3.2% | Reduced |
| Savant Capital, LLC | 3,247 | $1.38M | 0.02% | −548−14.4% | Reduced |
| Teza Capital Management LLC | 3,244 | $1.38M | 0.18% | +1,849+132.5% | Added |
| BancorpSouth Bank | 3,234 | $1.38M | 0.10% | −106−3.2% | Reduced |
| Wedmont Private Capital | 3,152 | $1.37M | 0.10% | +83+2.7% | Added |
| Anchor Investment Management, LLC | 3,222 | $1.37M | 0.14% | −37−1.1% | Reduced |
| Csenge Advisory Group | 3,210 | $1.37M | 0.08% | −128−3.8% | Reduced |
| Abundance Wealth Counselors | 3,206 | $1.36M | 0.31% | +98+3.2% | Added |
| River Wealth Advisors LLC | 3,193 | $1.36M | 0.20% | −29−0.9% | Reduced |
| Bryn Mawr Trust Co | 3,171 | $1.35M | 0.05% | +3,171 | New |
| JPL Wealth Management, LLC | 3,169 | $1.35M | 0.74% | +585+22.6% | Added |
| Bell Bank | 3,164 | $1.35M | 0.12% | −460−12.7% | Reduced |
| Summit Financial, LLC | 3,163 | $1.35M | 0.08% | −99−3.0% | Reduced |
| Handelsinvest Investeringsforvaltning | 3,162 | $1.34M | 0.65% | −571−15.3% | Reduced |
| Nations Financial Group Inc, | 3,131 | $1.33M | 0.11% | +2,270+263.6% | Added |
| AIMZ Investment Advisors, LLC | 3,122 | $1.33M | 0.50% | +3,122 | New |
| Canandaigua National Bank & Trust Co | 3,110 | $1.32M | 0.20% | −10.0% | Reduced |
| Thomasville National Bank | 3,107 | $1.32M | 0.11% | −5,270−62.9% | Reduced |
| Checchi Capital Advisers, LLC | 3,095 | $1.32M | 0.10% | +14+0.5% | Added |
| Western Wealth Management, LLC | 3,078 | $1.31M | 0.10% | +213+7.4% | Added |
| Dorsey & Whitney Trust CO LLC | 3,077 | $1.31M | 0.09% | +30+1.0% | Added |
| Transatlantique Private Wealth LLC | 3,100 | $1.30M | 0.57% | 00.0% | Unchanged |
| Central Valley Advisors, LLC | 3,054 | $1.30M | 0.67% | +307+11.2% | Added |
| Relative Value Partners Group, LLC | 2,884 | $1.29M | 0.08% | +10.0% | Added |
| GeoWealth Management, LLC | 3,036 | $1.29M | 0.05% | +1,141+60.2% | Added |
| Steel Peak Wealth Management LLC | 3,008 | $1.28M | 0.07% | +8+0.3% | Added |
| Brighton Jones LLC | 3,006 | $1.28M | 0.05% | −99−3.2% | 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 |
| Principal Securities, Inc. | 2,986 | $1.27M | 0.04% | −844−22.0% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 2,985 | $1.27M | 0.19% | −58−1.9% | Reduced |
| Trust Co of Oklahoma | 2,964 | $1.26M | 0.45% | −5−0.2% | Reduced |
| Trium Capital LLP | 2,952 | $1.26M | 0.47% | +2,952 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,950 | $1.26M | 0.04% | +997+51.0% | Added |
| Venturi Wealth Management, LLC | 2,945 | $1.25M | 0.08% | −307−9.4% | Reduced |
| Ellevest, Inc. | 2,944 | $1.25M | 0.08% | −189−6.0% | Reduced |
| Keebeck Wealth Management, LLC | 2,942 | $1.25M | 0.18% | −51−1.7% | Reduced |
| GM Advisory Group, Inc. | 2,927 | $1.25M | 0.09% | +18+0.6% | Added |
| WoodTrust Financial Corp | 2,912 | $1.24M | 0.20% | +4+0.1% | Added |
| Balentine LLC | 2,903 | $1.24M | 0.04% | +10+0.3% | Added |
| AdvisorNet Financial, Inc | 2,896 | $1.23M | 0.12% | +2+0.1% | Added |
| Redwood Investments, LLC | 3,098 | $1.23M | 0.36% | −157−4.8% | Reduced |
| 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 |
| Geller Advisors LLC | 2,891 | $1.23M | 0.10% | +55+1.9% | Added |
| AAFMAA Wealth Management & Trust LLC | 2,872 | $1.22M | 0.67% | +2,872 | New |
| Lee Financial Co | 2,837 | $1.21M | 0.20% | −18−0.6% | Reduced |