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
- 1,835
- +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
- 710 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 |
|---|---|---|---|---|---|
| McDonald Partners LLC | 1,952 | $830.6K | 0.23% | +12+0.6% | Added |
| Equitable Holdings, Inc. | 1,951 | $830.1K | 0.01% | +115+6.3% | Added |
| Lincoln National Corp | 1,935 | $823.3K | 0.01% | +340+21.3% | Added |
| Guardian Wealth Advisors, LLC | 1,934 | $822.7K | 0.53% | +19+1.0% | Added |
| Townsend Asset Management Corp | 1,932 | $822.1K | 0.33% | +87+4.7% | Added |
| Mezzasalma Advisors, LLC | 1,930 | $821.1K | 0.39% | −765−28.4% | Reduced |
| Red Spruce Capital, LLC | 1,926 | $819.4K | 0.38% | +134+7.5% | Added |
| GAMMA Investing LLC | 1,911 | $813.0K | 0.17% | +751+64.7% | Added |
| Catalyst Funds Management Pty Ltd | 1,900 | $808.4K | 0.23% | +1,900 | New |
| Sigma Planning Corp | 1,888 | $803.5K | 0.03% | +712+60.5% | Added |
| Smartleaf Asset Management LLC | 1,891 | $799.9K | 0.15% | +561+42.2% | Added |
| Roberts Capital Advisors, LLC | 1,874 | $797.3K | 0.76% | +1,874 | New |
| Conning Inc. | 1,865 | $793.5K | 0.03% | −75−3.9% | Reduced |
| Waldron Private Wealth LLC | 1,863 | $792.6K | 0.04% | +45+2.5% | Added |
| Balboa Wealth Partners | 1,855 | $789.4K | 0.25% | −9−0.5% | Reduced |
| TrinityPoint Wealth, LLC | 1,850 | $787.3K | 0.13% | −11−0.6% | Reduced |
| Marcum Wealth, LLC | 1,835 | $780.7K | 0.08% | −17−0.9% | Reduced |
| NewEdge Wealth, LLC | 1,870 | $779.8K | 0.02% | +39+2.1% | Added |
| 9258 Wealth Management, LLC | 1,831 | $779.0K | 0.12% | +73+4.2% | Added |
| Revisor Wealth Management LLC | 1,793 | $776.5K | 0.35% | +1,080+151.5% | Added |
| MRP Capital Investments, LLC | 1,821 | $774.7K | 0.78% | +1,821 | New |
| Radnor Capital Management, LLC | 1,818 | $773.0K | 0.13% | 00.0% | Unchanged |
| Wilbanks Smith & Thomas Asset Management LLC | 1,814 | $771.8K | 0.02% | +3+0.2% | Added |
| Meridian Wealth Partners, LLC | 1,811 | $770.7K | 0.14% | +19+1.1% | Added |
| Trillium Asset Management, LLC | 1,806 | $768.0K | 0.02% | −250−12.2% | Reduced |
| Eagle Asset Management Inc | 1,782 | $761.1K | 0.00% | +1,264+244.0% | Added |
| Griffin Asset Management, Inc. | 1,783 | $758.6K | 0.09% | 00.0% | Unchanged |
| Ironwood Investment Management LLC | 1,782 | $758.2K | 0.37% | +966+118.4% | Added |
| Columbus Macro, LLC | 1,779 | $756.9K | 0.29% | −119−6.3% | Reduced |
| Ninepoint Partners LP | 1,777 | $756.0K | 0.10% | 00.0% | Unchanged |
| Woodstock Corp | 1,769 | $752.6K | 0.08% | −39−2.2% | Reduced |
| CX Institutional | 1,764 | $750.6K | 0.04% | −81−4.4% | Reduced |
| Financial Advocates Investment Management | 1,762 | $749.6K | 0.04% | −83−4.5% | Reduced |
| My Legacy Advisors, LLC | 1,761 | $749.2K | 0.25% | +74+4.4% | Added |
| Sunflower Bank, N.A. | 1,756 | $747.1K | 0.17% | +29+1.7% | Added |
| Jacobsen Capital Management | 1,752 | $745.4K | 0.35% | 00.0% | Unchanged |
| Mendel Capital Management LLC | 1,743 | $741.6K | 0.49% | +2+0.1% | Added |
| Aspire Wealth Management Corp | 1,739 | $739.9K | 0.45% | 00.0% | Unchanged |
| Duality Advisers, LP | 1,723 | $733.0K | 0.07% | +1,723 | New |
| Eos Management, L.P. | 1,722 | $732.6K | 0.30% | +1,722 | New |
| ERn Financial, LLC | 1,720 | $731.7K | 0.13% | −661−27.8% | Reduced |
| Waters Parkerson & Co., LLC | 1,715 | $730.0K | 0.04% | +15+0.9% | Added |
| TD Private Client Wealth LLC | 1,711 | $727.9K | 0.02% | −28−1.6% | Reduced |
| Opal Wealth Advisors, LLC | 1,705 | $725.4K | 0.25% | +12+0.7% | Added |
| Circle Wealth Management, LLC | 1,704 | $725.2K | 0.02% | +89+5.5% | Added |
| Warren Averett Asset Management, LLC | 1,704 | $724.9K | 0.02% | +964+130.3% | Added |
| 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 |
| Foster Dykema Cabot & Partners, LLC | 1,698 | $722.4K | 0.07% | 00.0% | Unchanged |
| Virtus ETF Advisers LLC | 1,697 | $722.0K | 0.38% | +1,697 | New |
| Institute for Wealth Management, LLC. | 1,695 | $721.1K | 0.09% | +521+44.4% | Added |
| PDS Planning, Inc | 1,686 | $717.3K | 0.08% | +82+5.1% | Added |
| Fidelis Capital Partners, LLC | 1,681 | $715.2K | 0.11% | +72+4.5% | Added |
| Arcadia Investment Management Corp | 1,680 | $714.8K | 0.13% | 00.0% | Unchanged |
| Stonebrook Private Inc. | 1,669 | $710.2K | 0.21% | +137+8.9% | Added |
| Davidson Trust Co | 1,668 | $709.7K | 0.41% | −61−3.5% | Reduced |
| Avestar Capital, LLC | 1,659 | $705.8K | 0.08% | +228+15.9% | Added |
| Beach Investment Counsel Inc | 1,600 | $705.0K | 0.09% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 1,645 | $699.9K | 0.07% | +1,328+418.9% | Added |
| Financial Insights, Inc. | 1,644 | $699.4K | 0.20% | −235−12.5% | Reduced |
| Elevated Capital Advisors, LLC | 1,639 | $697.3K | 0.20% | +105+6.8% | Added |
| Baron Wealth Management LLC | 1,629 | $693.1K | 0.37% | +3+0.2% | Added |
| Premier Path Wealth Partners, LLC | 1,625 | $691.3K | 0.13% | −38−2.3% | Reduced |
| Change Path, LLC | 1,620 | $690.0K | 0.03% | +815+101.2% | Added |
| Sepio Capital, LP | 1,619 | $689.0K | 0.06% | −64−3.8% | Reduced |
| Founders Financial Securities LLC | 1,619 | $688.8K | 0.07% | −823−33.7% | Reduced |
| Intact Investment Management Inc. | 1,600 | $680.7K | 0.03% | +1,600 | New |
| CoreFirst Bank & Trust | 1,594 | $678.2K | 0.42% | 00.0% | Unchanged |
| Cynosure Management, LLC | 1,588 | $675.6K | 0.12% | −3,204−66.9% | Reduced |
| Covenant Partners, LLC | 1,581 | $672.6K | 0.20% | −154−8.9% | Reduced |
| Ronald Blue Trust, Inc. | 1,579 | $672.0K | 0.01% | −321−16.9% | Reduced |
| Ironwood Investment Counsel, LLC | 1,571 | $668.6K | 0.12% | −64−3.9% | Reduced |
| Moseley Investment Management Inc | 1,570 | $667.8K | 0.33% | 00.0% | Unchanged |
| Graypoint LLC | 1,569 | $667.6K | 0.05% | +120+8.3% | Added |
| Insigneo Advisory Services, LLC | 1,566 | $666.3K | 0.08% | +276+21.4% | Added |
| Arkadios Wealth Advisors | 1,563 | $665.2K | 0.05% | +40+2.6% | Added |
| Allworth Financial LP | 1,561 | $664.3K | 0.00% | +205+15.1% | Added |
| Prudent Man Advisors, LLC | 1,549 | $659.0K | 0.25% | −220−12.4% | Reduced |
| Empirical Asset Management, LLC | 1,548 | $658.8K | 0.32% | +1,548 | New |
| Camden Capital, LLC | 1,544 | $657.1K | 0.06% | +238+18.2% | Added |
| PAX Financial Group, LLC | 1,543 | $656.5K | 0.13% | −99−6.0% | Reduced |
| Continuum Advisory, LLC | 1,511 | $653.2K | 0.10% | −356−19.1% | Reduced |
| FineMark National Bank & Trust | 1,535 | $653.1K | 0.02% | −2−0.1% | Reduced |
| Oak Harbor Wealth Partners, LLC | 1,524 | $648.5K | 0.20% | +28+1.9% | Added |
| WSFS Capital Management, LLC | 1,524 | $648.4K | 0.04% | −112−6.8% | Reduced |
| Hancock Whitney Corp | 1,521 | $647.1K | 0.02% | −113−6.9% | Reduced |
| Scientech Research LLC | 1,518 | $645.8K | 0.34% | +1,518 | New |
| MQS Management LLC | 1,516 | $645.0K | 0.37% | +878+137.6% | Added |
| Dividend Assets Capital, LLC | 1,511 | $643.0K | 0.14% | 00.0% | Unchanged |
| Kendall Capital Management | 1,510 | $642.4K | 0.22% | −85−5.3% | Reduced |
| Spinnaker Trust | 1,503 | $639.5K | 0.04% | +6+0.4% | 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 |
| Trust Point Inc. | 1,496 | $636.5K | 0.05% | +185+14.1% | Added |
| Nova R Wealth, Inc. | 1,492 | $634.6K | 0.33% | 00.0% | Unchanged |
| 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 |
| Everhart Financial Group, Inc. | 1,486 | $632.2K | 0.18% | +117+8.5% | Added |
| Stonegate Investment Group, LLC | 1,480 | $629.8K | 0.02% | −174−10.5% | Reduced |
| Mutual Advisors, LLC | 1,471 | $625.7K | 0.02% | +75+5.4% | Added |