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 |
|---|---|---|---|---|---|
| Livforsakringsbolaget Skandia, Omsesidigt | 810 | $344.2K | 0.03% | 00.0% | Unchanged |
| Banco BTG Pactual S.A. | 803 | $341.6K | 0.11% | +23+2.9% | Added |
| Caldwell Trust Co | 802 | $341.2K | 0.04% | +507+171.9% | Added |
| Atomi Financial Group, Inc. | 802 | $341.1K | 0.03% | +243+43.5% | Added |
| Pekin Hardy Strauss, Inc. | 797 | $339.1K | 0.05% | 00.0% | Unchanged |
| Waddell & Associates, LLC | 797 | $339.1K | 0.05% | 00.0% | Unchanged |
| Reuter James Wealth Management, LLC | 792 | $337.0K | 0.23% | −64−7.5% | Reduced |
| Optas, LLC | 789 | $335.7K | 0.09% | +19+2.5% | Added |
| Strategy Asset Managers LLC | 789 | $335.6K | 0.07% | +51+6.9% | Added |
| Meadow Creek Wealth Advisors LLC | 787 | $334.9K | 0.23% | −49−5.9% | Reduced |
| Kovitz Investment Group Partners, LLC | 786 | $334.4K | 0.00% | +209+36.2% | Added |
| Symphony Financial, Ltd. Co. | 783 | $333.0K | 0.08% | −144−15.5% | Reduced |
| Childress Capital Advisors, LLC | 781 | $332.3K | 0.10% | −25−3.1% | Reduced |
| Ascent Wealth Partners, LLC | 779 | $331.4K | 0.05% | +30+4.0% | Added |
| Azimuth Capital Investment Management LLC | 775 | $329.7K | 0.01% | 00.0% | Unchanged |
| Signal Advisors Wealth, LLC | 773 | $329.0K | 0.08% | +773 | New |
| Burford Brothers, Inc. | 772 | $328.4K | 0.22% | +23+3.1% | Added |
| Brendel Financial Advisors LLC | 772 | $328.0K | 0.38% | −7,846−91.0% | Reduced |
| Advisor OS, LLC | 771 | $328.0K | 0.04% | +771 | New |
| Keynote Financial Services LLC | 770 | $327.6K | 0.27% | +770 | New |
| 180 Wealth Advisors, LLC | 769 | $327.2K | 0.06% | +265+52.6% | Added |
| Leonteq Securities AG | 767 | $326.3K | 0.04% | +406+112.5% | Added |
| Capital Advisors, Ltd. LLC | 765 | $326.0K | 0.04% | +26+3.5% | Added |
| Taurus Asset Management, LLC | 766 | $325.9K | 0.03% | 00.0% | Unchanged |
| Destination Wealth Management | 766 | $325.9K | 0.01% | +766 | New |
| Concord Wealth Partners | 760 | $323.4K | 0.06% | +33+4.5% | Added |
| Morningstar Investment Services LLC | 763 | $323.0K | 0.00% | −1,448−65.5% | Reduced |
| Mitchell Sinkler & Starr | 757 | $322.1K | 0.08% | −1,252−62.3% | Reduced |
| Mill Creek Capital Advisors, LLC | 756 | $321.6K | 0.01% | −5−0.7% | Reduced |
| Hoylecohen, LLC | 752 | $319.9K | 0.02% | −60−7.4% | Reduced |
| GTS Securities LLC | 752 | $319.9K | 0.01% | −5,395−87.8% | Reduced |
| Somerset Group LLC | 750 | $319.1K | 0.30% | 00.0% | Unchanged |
| LB Partners LLC | 750 | $319.1K | 0.33% | 00.0% | Unchanged |
| Violich Capital Management, Inc. | 750 | $319.0K | 0.05% | 00.0% | Unchanged |
| Anchor Capital Advisors LLC | 747 | $317.8K | 0.01% | −19−2.5% | Reduced |
| Ledyard National Bank | 742 | $315.7K | 0.03% | −7−0.9% | Reduced |
| Family Wealth Group, LLC | 741 | $315.1K | 0.34% | −32−4.1% | Reduced |
| First Trust Investment Solutions L.P. | 740 | $314.8K | 0.06% | +27+3.8% | Added |
| Mayflower Financial Advisors, LLC | 736 | $313.3K | 0.05% | +22+3.1% | Added |
| Integrated Investment Consultants, LLC | 736 | $313.1K | 0.09% | −2−0.3% | Reduced |
| Patten & Patten Inc | 733 | $311.9K | 0.02% | +9+1.2% | Added |
| Gainplan LLC | 732 | $311.4K | 0.15% | 00.0% | Unchanged |
| ArrowMark Colorado Holdings LLC | 731 | $311.0K | 0.00% | 00.0% | Unchanged |
| Osborne Partners Capital Management, LLC | 725 | $308.5K | 0.02% | 00.0% | Unchanged |
| Endowment Wealth Management, Inc. | 725 | $308.3K | 0.23% | −30−4.0% | Reduced |
| J. L. Bainbridge & Co., Inc. | 717 | $305.2K | 0.03% | −54−7.0% | Reduced |
| M&R Capital Management Inc | 720 | $305.0K | 0.07% | 00.0% | Unchanged |
| City State Bank | 717 | $305.0K | 0.13% | +45+6.7% | Added |
| Tradewinds, LLC. | 691 | $304.4K | 0.27% | +691 | New |
| Capital Planning Advisors, LLC | 714 | $303.8K | 0.05% | −22−3.0% | Reduced |
| Simmons Bank | 712 | $302.9K | 0.02% | −26−3.5% | Reduced |
| Veracity Capital LLC | 710 | $302.1K | 0.12% | +27+4.0% | Added |
| Northwest Bancshares, Inc. | 709 | $301.6K | 0.05% | −1−0.1% | Reduced |
| Sculati Wealth Management, LLC | 709 | $301.6K | 0.13% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 707 | $300.7K | 0.01% | −478−40.3% | Reduced |
| Carr Financial Group Corp | 706 | $300.4K | 0.10% | +5+0.7% | Added |
| MJP Associates Inc | 706 | $300.4K | 0.07% | +706 | New |
| Eclectic Associates Inc | 702 | $298.7K | 0.14% | 00.0% | Unchanged |
| Values First Advisors, Inc. | 702 | $298.6K | 0.18% | +172+32.5% | Added |
| Sandler Capital Management | 700 | $297.8K | 0.04% | 00.0% | Unchanged |
| Sound Financial Strategies Group, LLC | 700 | $297.8K | 0.25% | +10+1.4% | Added |
| Aprio Wealth Management, LLC | 699 | $297.2K | 0.06% | +134+23.7% | Added |
| Barnes Pettey Financial Advisors, LLC | 698 | $297.0K | 0.26% | 00.0% | Unchanged |
| CVA Family Office, LLC | 696 | $296.1K | 0.05% | +1+0.1% | Added |
| Peak Planning Group, LLC | 694 | $295.5K | 0.19% | +1+0.1% | Added |
| Appleton Partners Inc | 694 | $295.0K | 0.02% | −8−1.1% | Reduced |
| Wealthcare Advisory Partners LLC | 693 | $295.0K | 0.01% | +16+2.4% | Added |
| Alera Investment Advisors, LLC | 693 | $294.7K | 0.04% | +46+7.1% | Added |
| Biltmore Family Office, LLC | 692 | $294.4K | 0.06% | 00.0% | Unchanged |
| Stegent Equity Advisors, Inc. | 686 | $291.9K | 0.30% | +686 | New |
| Boit C F David | 700 | $291.3K | 0.16% | 00.0% | Unchanged |
| Ifrah Financial Services, Inc. | 682 | $290.1K | 0.08% | +2+0.3% | Added |
| Berry Wealth Group, LP | 681 | $289.8K | 0.24% | −254−27.2% | Reduced |
| Manchester Capital Management LLC | 681 | $289.7K | 0.04% | +63+10.2% | Added |
| Asahi Life Asset Management Co., Ltd. | 680 | $289.3K | 0.17% | 00.0% | Unchanged |
| Corundum Group, Inc. | 680 | $289.3K | 0.14% | +1+0.1% | Added |
| Wrapmanager Inc | 679 | $288.9K | 0.08% | −114−14.4% | Reduced |
| Wealth Architects, LLC | 677 | $288.0K | 0.04% | −1−0.1% | Reduced |
| Bell Investment Advisors, Inc | 677 | $288.0K | 0.06% | −1−0.1% | Reduced |
| Meridian Investment Counsel Inc. | 676 | $287.6K | 0.10% | −129−16.0% | Reduced |
| Grove Bank & Trust | 675 | $287.2K | 0.05% | 00.0% | Unchanged |
| Finivi Inc. | 674 | $286.9K | 0.26% | −1−0.1% | Reduced |
| Shufro Rose & Co LLC | 667 | $283.8K | 0.02% | 00.0% | Unchanged |
| Sand Hill Global Advisors, LLC | 666 | $283.4K | 0.01% | 00.0% | Unchanged |
| Goodman Advisory Group, LLC | 656 | $279.1K | 0.09% | 00.0% | Unchanged |
| Stablepoint Partners, LLC | 656 | $279.1K | 0.06% | +3+0.5% | Added |
| Traphagen Investment Advisors LLC | 655 | $278.7K | 0.03% | +2+0.3% | Added |
| Wellington Wealth Strategies, LLC. | 654 | $278.2K | 0.13% | −37−5.4% | Reduced |
| Canopy Partners, LLC | 654 | $278.2K | 0.14% | +23+3.6% | Added |
| Pasadena Private Wealth, LLC | 653 | $277.8K | 0.06% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 653 | $277.8K | 0.07% | 00.0% | Unchanged |
| Romano Brothers and Company | 651 | $277.0K | 0.04% | 00.0% | Unchanged |
| David R. Rahn & Associates Inc. | 651 | $277.0K | 0.11% | +18+2.8% | Added |
| Eqis Capital Management, Inc. | 651 | $276.8K | 0.02% | −183−21.9% | Reduced |
| ASB Consultores, LLC | 646 | $274.8K | 0.07% | +646 | New |
| TFB Advisors LLC | 660 | $274.7K | 0.10% | +660 | New |
| Busey Wealth Management | 643 | $273.6K | 0.01% | +32+5.2% | Added |
| Campbell Wealth Management | 640 | $272.0K | 0.03% | +640 | New |
| Jaffetilchin Investment Partners, LLC | 636 | $270.6K | 0.02% | −1−0.2% | Reduced |
| Northstar Asset Management LLC | 633 | $269.3K | 0.07% | 00.0% | Unchanged |