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 | 2,126 | $108.7B |
| Q4 2025 | 2,203 | $137.4B |
| Q3 2025 | 2,058 | $126.8B |
| Q2 2025 | 2,067 | $140.5B |
| Q1 2025 | 2,081 | $135.4B |
| Q4 2024 | 2,045 | $134.2B |
| Q3 2024 | 1,936 | $140.2B |
| Q2 2024 | 1,842 | $121.4B |
| Q1 2024 | 1,835 | $115.2B |
| Q4 2023 | 1,773 | $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 |
|---|---|---|---|---|---|
| CM Wealth Advisors LLC | 1,459 | $625.3K | 0.18% | +1,459 | New |
| Hoxton Planning & Management, LLC | 1,462 | $622.0K | 0.30% | −5−0.3% | Reduced |
| Alpha Cubed Investments, LLC | 1,462 | $622.0K | 0.03% | +53+3.8% | Added |
| RiverPark Advisors, LLC | 1,460 | $621.2K | 0.51% | −155−9.6% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 1,457 | $619.9K | 0.26% | +136+10.3% | Added |
| Quintet Private Bank (Europe) S.A. | 1,252 | $617.1K | 0.03% | −179−12.5% | Reduced |
| New Hampshire Trust | 1,449 | $616.5K | 0.14% | −7−0.5% | Reduced |
| J. W. Coons Advisors, LLC | 1,443 | $613.9K | 0.14% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 1,439 | $612.2K | 0.05% | +213+17.4% | Added |
| Ramirez Asset Management, Inc. | 1,439 | $612.2K | 0.12% | −190−11.7% | Reduced |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 1,500 | $611.9K | 0.24% | +300+25.0% | Added |
| LVW Advisors, LLC | 1,428 | $607.5K | 0.10% | +666+87.4% | Added |
| Navellier & Associates Inc | 1,426 | $606.7K | 0.07% | 00.0% | Unchanged |
| Maven Securities LTD | 1,426 | $606.7K | 0.04% | +1,426 | New |
| Buttonwood Financial Advisors Inc. | 1,425 | $606.4K | 0.29% | −18−1.2% | Reduced |
| Verdence Capital Advisors LLC | 1,422 | $604.9K | 0.06% | +63+4.6% | Added |
| Michael B. Yongue | 1,419 | $603.7K | 0.53% | −31−2.1% | Reduced |
| Relyea Zuckerberg Hanson LLC | 1,406 | $598.2K | 0.10% | +24+1.7% | Added |
| Advisors Capital Management, LLC | 1,402 | $597.0K | 0.01% | −7,311−83.9% | Reduced |
| Nicholas Hoffman & Company, LLC. | 1,403 | $596.7K | 0.03% | +1+0.1% | Added |
| One Wealth Advisors, LLC | 1,401 | $596.1K | 0.10% | +277+24.6% | Added |
| Threadgill Financial, LLC | 1,400 | $595.6K | 0.26% | +1,400 | New |
| Leavell Investment Management, Inc. | 1,399 | $595.0K | 0.03% | −43−3.0% | Reduced |
| Motiv8 Investments LLC | 1,382 | $587.9K | 0.46% | +270+24.3% | Added |
| Blueshift Asset Management, LLC | 1,377 | $585.8K | 0.30% | +1,377 | New |
| Naples Global Advisors, LLC | 1,374 | $584.6K | 0.06% | 00.0% | Unchanged |
| Heritage Wealth Management, Inc./Texas | 1,364 | $580.3K | 0.38% | −75−5.2% | Reduced |
| Wesbanco Bank Inc | 1,359 | $578.2K | 0.02% | +196+16.9% | Added |
| PEAK6 Investments LLC | 1,347 | $573.2K | 0.03% | +1,344+44,800.0% | Added |
| Catalina Capital Group, LLC | 1,344 | $571.8K | 0.24% | +567+73.0% | Added |
| Summit Global Investments | 1,339 | $570.0K | 0.04% | −808−37.6% | Reduced |
| Prossimo Advisors, LLC | 1,333 | $567.0K | 1.10% | −106−7.4% | Reduced |
| Moneta Group Investment Advisors LLC | 1,326 | $564.3K | 0.01% | +96+7.8% | Added |
| PFG Investments, LLC | 1,320 | $561.6K | 0.03% | +255+23.9% | Added |
| Vestmark Advisory Solutions, Inc. | 1,319 | $561.3K | 0.02% | −132−9.1% | Reduced |
| Mesirow Financial Investment Management, Inc. | 1,316 | $560.1K | 0.01% | +85+6.9% | Added |
| Richard W. Paul & Associates, LLC | 1,314 | $559.0K | 0.22% | −5−0.4% | Reduced |
| Orrstown Financial Services Inc | 1,312 | $558.2K | 0.31% | +270+25.9% | Added |
| Burney Co | 1,309 | $556.9K | 0.02% | +589+81.8% | Added |
| Royal Capital Wealth Management, LLC | 1,300 | $553.1K | 0.43% | 00.0% | Unchanged |
| Benchmark Investment Advisors LLC | 1,297 | $552.0K | 0.44% | +619+91.3% | Added |
| Catalytic Wealth RIA, LLC | 1,294 | $550.5K | 0.11% | −49−3.6% | Reduced |
| United Community Bank | 1,288 | $548.0K | 0.21% | −62−4.6% | Reduced |
| Little House Capital LLC | 1,270 | $540.3K | 0.18% | 00.0% | Unchanged |
| Wallace Advisory Group, LLC | 1,219 | $537.0K | 0.40% | −66−5.1% | Reduced |
| Crestmont Private Wealth LLC | 1,253 | $533.1K | 0.26% | +267+27.1% | Added |
| SFM, LLC | 1,249 | $531.2K | 0.41% | −69−5.2% | Reduced |
| Wambolt & Associates, LLC | 1,243 | $530.9K | 0.16% | +14+1.1% | Added |
| Ameliora Wealth Management Ltd. | 1,245 | $529.7K | 0.24% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 1,199 | $528.2K | 0.03% | 00.0% | Unchanged |
| Country Club Bank | 1,238 | $526.7K | 0.04% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 1,233 | $524.6K | 0.03% | −348−22.0% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 1,233 | $524.6K | 0.06% | −13−1.0% | Reduced |
| Diversified Trust Co | 1,225 | $521.2K | 0.02% | −1,821−59.8% | Reduced |
| Westwood Holdings Group Inc. | 1,222 | $520.0K | 0.00% | +2+0.2% | Added |
| Smithfield Trust Co | 1,228 | $520.0K | 0.03% | +28+2.3% | Added |
| Ferguson Wellman Capital Management, Inc | 1,222 | $519.9K | 0.01% | −110−8.3% | Reduced |
| Joule Financial, LLC | 1,222 | $519.9K | 0.21% | +4+0.3% | Added |
| Leo Wealth, LLC | 1,220 | $519.1K | 0.05% | −76−5.9% | Reduced |
| Emerald Advisers, LLC | 1,216 | $517.3K | 0.02% | +193+18.9% | Added |
| Proficio Capital Partners LLC | 1,199 | $510.0K | 0.06% | +137+12.9% | Added |
| Dana Investment Advisors, Inc. | 1,192 | $507.1K | 0.02% | −278−18.9% | Reduced |
| Principle Wealth Partners LLC | 1,188 | $505.5K | 0.04% | +250+26.7% | Added |
| Harbor Investment Advisory, LLC | 1,188 | $505.4K | 0.05% | +4+0.3% | Added |
| First Affirmative Financial Network | 1,183 | $503.3K | 0.37% | +53+4.7% | Added |
| Steward Partners Investment Solutions, LLC | 1,183 | $503.3K | 0.08% | −422−26.3% | Reduced |
| Meritage Portfolio Management | 1,179 | $502.0K | 0.03% | −171−12.7% | Reduced |
| Heritage Wealth Management, LLC | 1,173 | $499.0K | 0.25% | −7−0.6% | Reduced |
| Tilia Fiduciary Partners, Inc. | 1,172 | $498.5K | 0.40% | +3+0.3% | Added |
| S.E.E.D. Planning Group LLC | 1,171 | $498.2K | 0.18% | +1,171 | New |
| Allred Capital Management, LLC | 1,168 | $496.9K | 0.19% | +509+77.2% | Added |
| Gilbert & Cook, Inc. | 1,166 | $495.9K | 0.07% | +14+1.2% | Added |
| LWM Advisory Services, LLC | 1,164 | $495.2K | 0.40% | −9−0.8% | Reduced |
| Keel Point, LLC | 1,162 | $494.6K | 0.05% | +174+17.6% | Added |
| Trueblood Wealth Management, LLC | 1,161 | $493.9K | 0.28% | −123−9.6% | Reduced |
| Oak Thistle LLC | 1,161 | $493.9K | 0.44% | +51+4.6% | Added |
| Virtue Capital Management, LLC | 1,156 | $487.4K | 0.09% | −512−30.7% | Reduced |
| Paulson Wealth Management Inc. | 1,145 | $487.1K | 0.14% | +1,145 | New |
| Procyon Private Wealth Partners, LLC | 1,141 | $485.6K | 0.04% | −4−0.3% | Reduced |
| Levin Capital Strategies, L.P. | 1,141 | $485.4K | 0.05% | +1,141 | New |
| Beacon Bridge Wealth Partners, LLC | 1,134 | $482.6K | 0.23% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 1,133 | $482.2K | 0.05% | −30−2.6% | Reduced |
| Legacy Financial Advisors, Inc. | 1,133 | $482.2K | 0.09% | +21+1.9% | Added |
| 1776 Wealth LLC | 1,126 | $479.1K | 0.23% | −8−0.7% | Reduced |
| BSW Wealth Partners | 1,118 | $475.8K | 0.08% | +536+92.1% | Added |
| Smith Shellnut Wilson LLC | 1,114 | $474.0K | 0.25% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 1,120 | $473.6K | 0.02% | −73−6.1% | Reduced |
| TCG Advisory Services, LLC | 1,113 | $473.5K | 0.03% | −50−4.3% | Reduced |
| Chicago Partners Investment Group LLC | 1,145 | $473.0K | 0.02% | +122+11.9% | Added |
| L2 Asset Management, LLC | 1,103 | $469.3K | 0.15% | +73+7.1% | Added |
| Jefferies Financial Group Inc. | 1,100 | $468.0K | 0.01% | −753−40.6% | Reduced |
| Fifth Third Wealth Advisors LLC | 1,096 | $466.4K | 0.07% | −95−8.0% | Reduced |
| ICW Investment Advisors LLC | 1,094 | $465.3K | 0.21% | +27+2.5% | Added |
| Elgethun Capital Management | 1,083 | $463.7K | 0.12% | 00.0% | Unchanged |
| WMS Partners, LLC | 1,087 | $462.5K | 0.03% | −268−19.8% | Reduced |
| Shulman DeMeo Asset Management LLC | 1,086 | $462.2K | 0.12% | +1+0.1% | Added |
| Park Place Capital Corp | 1,083 | $460.8K | 0.17% | +383+54.7% | Added |
| Inscription Capital, LLC | 1,079 | $459.1K | 0.08% | +1,079 | New |
| FDx Advisors, Inc. | 1,077 | $458.0K | 0.07% | −1,969−64.6% | Reduced |
| Petrus Trust Company, LTA | 1,073 | $456.5K | 0.04% | +1,073 | New |