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 |
|---|---|---|---|---|---|
| Bullock Wealth Management Group | 1,067 | $455.9K | 0.31% | +1,067 | New |
| Smart Money Group LLC | 1,090 | $453.4K | 0.18% | +449+70.0% | Added |
| MBB Public Markets I LLC | 1,063 | $452.3K | 0.03% | +1,063 | New |
| Integrated Advisors Network LLC | 1,062 | $451.7K | 0.02% | +168+18.8% | Added |
| Callan Capital, LLC | 1,060 | $451.0K | 0.04% | +18+1.7% | Added |
| WR Wealth Planners, LLC | 1,057 | $449.7K | 0.14% | +6+0.6% | Added |
| Magellan Asset Management Ltd | 1,052 | $447.6K | 0.00% | −153−12.7% | Reduced |
| Applied Capital LLC | 1,052 | $447.6K | 0.36% | −70−6.2% | Reduced |
| CNB Bank | 1,051 | $447.1K | 0.22% | +71+7.2% | Added |
| Nwam LLC | 1,043 | $446.3K | 0.04% | +326+45.5% | Added |
| Kingswood Wealth Advisors, LLC | 1,047 | $445.4K | 0.05% | +145+16.1% | Added |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 1,046 | $445.0K | 0.00% | −2,104−66.8% | Reduced |
| Richardson Financial Services Inc. | 1,044 | $444.2K | 0.31% | +88+9.2% | Added |
| Centerpoint Advisors, LLC | 1,044 | $444.0K | 0.17% | −83−7.4% | Reduced |
| West Michigan Advisors, LLC | 1,043 | $443.8K | 0.14% | −17−1.6% | Reduced |
| MainStreet Investment Advisors LLC | 1,043 | $443.7K | 0.05% | +1,043 | New |
| Accel Wealth Management | 1,043 | $443.7K | 0.19% | +1,043 | New |
| Nilsine Partners, LLC | 1,042 | $443.3K | 0.06% | −102−8.9% | Reduced |
| Seeds Investor LLC | 1,041 | $442.7K | 0.41% | +207+24.8% | Added |
| Johnson Financial Group, Inc. | 1,038 | $441.6K | 0.02% | −491−32.1% | Reduced |
| Catalyst Financial Partners LLC | 1,071 | $441.4K | 0.11% | +72+7.2% | Added |
| KC Investment Advisors, LLC | 1,037 | $441.2K | 0.23% | +15+1.5% | Added |
| Prestige Wealth Management Group LLC | 1,036 | $440.8K | 0.09% | −987−48.8% | Reduced |
| Carnegie Capital Asset Management, LLC | 1,035 | $440.3K | 0.01% | 00.0% | Unchanged |
| West Family Investments, Inc. | 1,031 | $438.6K | 0.14% | +11+1.1% | Added |
| Sage Mountain Advisors LLC | 1,030 | $438.2K | 0.05% | +189+22.5% | Added |
| Abbrea Capital, LLC | 1,027 | $437.0K | 0.06% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 1,027 | $436.9K | 0.22% | +1,027 | New |
| Rosenblum Silverman Sutton S F Inc | 1,024 | $435.5K | 0.12% | 00.0% | Unchanged |
| First Interstate Bank | 1,020 | $434.0K | 0.03% | −135−11.7% | Reduced |
| Embree Financial Group | 1,016 | $432.2K | 0.08% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 1,014 | $431.4K | 0.06% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 1,013 | $431.1K | 0.12% | +15+1.5% | Added |
| Vicus Capital | 1,009 | $429.3K | 0.04% | +1,009 | New |
| Obermeyer Wood Investment Counsel, LLLP | 1,002 | $426.1K | 0.03% | +14+1.4% | Added |
| Community Bank, N.A. | 1,001 | $425.9K | 0.06% | 00.0% | Unchanged |
| LGT Fund Management Co Ltd. | 1,000 | $425.4K | 0.18% | 00.0% | Unchanged |
| Ayrshire Capital Management LLC | 1,000 | $425.4K | 0.23% | 00.0% | Unchanged |
| Koss-Olinger Consulting, LLC | 1,000 | $425.4K | 0.23% | +533+114.1% | Added |
| Stratos Wealth Advisors, LLC | 994 | $423.1K | 0.03% | +325+48.6% | Added |
| Parkside Financial Bank & Trust | 992 | $422.1K | 0.07% | +6+0.6% | Added |
| Founders Financial Alliance, LLC | 988 | $420.5K | 0.13% | −252−20.3% | Reduced |
| Mitchell Capital Management Co | 983 | $418.2K | 0.08% | −11,312−92.0% | Reduced |
| Regent Peak Wealth Advisors LLC | 981 | $417.4K | 0.11% | +15+1.6% | Added |
| AlTi Global, Inc. | 978 | $416.1K | 0.01% | +978 | New |
| Headinvest, LLC | 977 | $415.7K | 0.08% | −25−2.5% | Reduced |
| Prosperity Financial Group, Inc. | 969 | $412.3K | 0.25% | +102+11.8% | Added |
| Welch & Forbes LLC | 968 | $411.8K | 0.01% | −102−9.5% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 962 | $409.3K | 0.02% | +710+281.7% | Added |
| Cornerstone Wealth Advisors, Inc. | 955 | $406.3K | 0.13% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 955 | $406.0K | 0.19% | +11+1.2% | Added |
| Quent Capital, LLC | 953 | $405.7K | 0.05% | +56+6.2% | Added |
| Fiduciary Group LLC | 950 | $404.2K | 0.04% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 949 | $403.8K | 0.05% | −68−6.7% | Reduced |
| Fulton Bank, N.A. | 947 | $402.9K | 0.02% | −717−43.1% | Reduced |
| Lakeview Capital Partners, LLC | 939 | $399.3K | 0.06% | −34−3.5% | Reduced |
| Modera Wealth Management, LLC | 938 | $399.2K | 0.01% | 00.0% | Unchanged |
| Morris Retirement Advisors, LLC | 937 | $398.7K | 0.24% | +251+36.6% | Added |
| Marietta Investment Partners LLC | 935 | $397.8K | 0.09% | +57+6.5% | Added |
| Aspiriant, LLC | 934 | $397.4K | 0.02% | +30+3.3% | Added |
| D.B. Root & Company, LLC | 933 | $396.9K | 0.13% | +271+40.9% | Added |
| Kathmere Capital Management, LLC | 929 | $395.2K | 0.05% | +8+0.9% | Added |
| Tenon Financial LLC | 928 | $394.8K | 0.33% | +928 | New |
| Global X Japan Co., Ltd. | 927 | $394.4K | 0.08% | −37−3.8% | Reduced |
| Clayton Financial Group LLC | 923 | $392.7K | 0.18% | +923 | New |
| Alpha Family Trust | 920 | $391.4K | 0.24% | 00.0% | Unchanged |
| Allstate Corp | 910 | $387.2K | 0.03% | −7−0.8% | Reduced |
| Crewe Advisors LLC | 909 | $386.7K | 0.05% | +909 | New |
| Baker Avenue Asset Management, LP | 908 | $386.3K | 0.02% | +908 | New |
| LM Advisors LLC | 905 | $385.0K | 0.06% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 902 | $383.8K | 0.08% | +902 | New |
| Invenio Wealth Partners LLC | 901 | $383.3K | 0.21% | −196−17.9% | Reduced |
| Cornerstone Wealth Management, LLC | 900 | $383.1K | 0.03% | +9+1.0% | Added |
| Sivia Capital Partners, LLC | 900 | $382.9K | 0.26% | −4−0.4% | Reduced |
| Alta Advisers Ltd | 900 | $382.9K | 0.19% | 00.0% | Unchanged |
| Plotkin Financial Advisors, LLC | 900 | $382.9K | 0.25% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 896 | $381.3K | 0.03% | −19−2.1% | Reduced |
| Everett Harris & Co | 888 | $377.8K | 0.01% | 00.0% | Unchanged |
| Norden Group LLC | 885 | $376.7K | 0.08% | +885 | New |
| Private Portfolio Partners LLC | 885 | $376.5K | 0.08% | −8−0.9% | Reduced |
| Great Diamond Partners, LLC | 884 | $376.1K | 0.09% | −948−51.7% | Reduced |
| Howard Capital Management Group, LLC | 883 | $375.7K | 0.03% | +314+55.2% | Added |
| Houlihan Financial Resource Group, Ltd. | 879 | $374.0K | 0.17% | 00.0% | Unchanged |
| Jackson Square Capital, LLC | 878 | $373.5K | 0.10% | −38−4.1% | Reduced |
| JJJ Advisors Inc. | 872 | $371.0K | 0.08% | +58+7.1% | Added |
| Bank of Stockton | 865 | $368.0K | 0.11% | −10−1.1% | Reduced |
| Portside Wealth Group, LLC | 864 | $367.6K | 0.07% | +52+6.4% | Added |
| Triad Investment Management | 861 | $366.3K | 0.44% | +7+0.8% | Added |
| Gladstone Institutional Advisory LLC | 849 | $361.1K | 0.02% | −87−9.3% | Reduced |
| Philadelphia Trust Co | 845 | $360.0K | 0.03% | 00.0% | Unchanged |
| Sapient Capital LLC | 842 | $358.2K | 0.01% | +308+57.7% | Added |
| MSH Capital Advisors LLC | 840 | $357.5K | 0.13% | −11−1.3% | Reduced |
| Onefund, LLC | 833 | $355.8K | 0.43% | −24−2.8% | Reduced |
| Matthew Goff Investment Advisor, LLC | 836 | $355.7K | 0.07% | −32−3.7% | Reduced |
| Capital Asset Advisory Services LLC | 823 | $355.1K | 0.02% | −430−34.3% | Reduced |
| Linscomb & Williams, Inc. | 831 | $353.3K | 0.02% | 00.0% | Unchanged |
| Riverwater Partners LLC | 826 | $351.4K | 0.26% | −31−3.6% | Reduced |
| Acima Private Wealth, LLC | 826 | $351.4K | 0.13% | 00.0% | Unchanged |
| Waterloo Capital, L.P. | 819 | $348.5K | 0.04% | −351−30.0% | Reduced |
| Epic Trust Investment Advisors, LLC | 818 | $348.0K | 0.43% | +8+1.0% | Added |