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 |
|---|---|---|---|---|---|
| TFC Financial Management | 632 | $268.9K | 0.05% | +2+0.3% | Added |
| VeraBank, N.A. | 626 | $266.3K | 0.08% | 00.0% | Unchanged |
| AMG National Trust Bank | 624 | $265.5K | 0.01% | −51−7.6% | Reduced |
| Salem Investment Counselors Inc | 623 | $265.1K | 0.01% | +66+11.8% | Added |
| New Century Financial Group, LLC | 623 | $265.1K | 0.18% | −79−11.3% | Reduced |
| XML Financial, LLC | 623 | $265.1K | 0.03% | +105+20.3% | Added |
| J.W. Cole Advisors, Inc. | 619 | $263.7K | 0.01% | +162+35.4% | Added |
| Eagle Bay Advisors LLC | 617 | $262.5K | 0.17% | −43−6.5% | Reduced |
| Legacy Advisors, LLC | 616 | $262.1K | 0.03% | −119−16.2% | Reduced |
| BKD Wealth Advisors, LLC | 611 | $259.9K | 0.01% | −16−2.6% | Reduced |
| Gould Asset Management LLC | 608 | $258.7K | 0.06% | 00.0% | Unchanged |
| Compass Ion Advisors, LLC | 607 | $258.3K | 0.04% | −38−5.9% | Reduced |
| Ruggaard & Associates LLC | 607 | $258.2K | 0.12% | +27+4.7% | Added |
| Legacy Wealth Management, LLC | 605 | $257.4K | 0.12% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 605 | $257.4K | 0.05% | +120+24.7% | Added |
| Ted Buchan & Co | 604 | $257.0K | 0.16% | 00.0% | Unchanged |
| Tyche Wealth Partners LLC | 601 | $255.9K | 0.06% | −1−0.2% | Reduced |
| Lafayette Investments, Inc. | 600 | $255.3K | 0.06% | +94+18.6% | Added |
| Wellspring Financial Advisors, LLC | 599 | $254.7K | 0.04% | +5+0.8% | Added |
| Global Retirement Partners, LLC | 598 | $254.2K | 0.01% | −66−9.9% | Reduced |
| VisionPoint Advisory Group, LLC | 597 | $254.0K | 0.09% | −14−2.3% | Reduced |
| Courage Miller Partners, LLC | 595 | $253.1K | 0.09% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 595 | $253.0K | 0.04% | +112+23.2% | Added |
| Samalin Investment Counsel, LLC | 594 | $252.7K | 0.12% | −105−15.0% | Reduced |
| ML & R Wealth Management LLC | 594 | $252.7K | 0.06% | 00.0% | Unchanged |
| Traveka Wealth, LLC | 594 | $252.7K | 0.12% | +37+6.6% | Added |
| Personal Cfo Solutions, LLC | 592 | $252.1K | 0.04% | +100+20.3% | Added |
| Cidel Asset Management Inc | 592 | $251.9K | 0.02% | +48+8.8% | Added |
| McDaniel Terry & Co | 590 | $251.0K | 0.02% | +75+14.6% | Added |
| Deseret Mutual Benefit Administrators | 589 | $250.6K | 0.13% | +69+13.3% | Added |
| Peterson Wealth Services | 588 | $250.2K | 0.09% | +11+1.9% | Added |
| Affinity Capital Advisors, LLC | 588 | $250.2K | 0.06% | +15+2.6% | Added |
| Marco Investment Management LLC | 588 | $250.2K | 0.02% | +88+17.6% | Added |
| Goldstein Advisors, LLC | 585 | $248.9K | 0.04% | −14−2.3% | Reduced |
| Meeder Asset Management Inc | 580 | $246.8K | 0.02% | +77+15.3% | Added |
| Oarsman Capital, Inc. | 579 | $246.3K | 0.06% | −184−24.1% | Reduced |
| Rock Point Advisors, LLC | 575 | $244.6K | 0.07% | −75−11.5% | Reduced |
| StrongBox Wealth, LLC | 575 | $244.6K | 0.13% | −10−1.7% | Reduced |
| Capital Market Strategies LLC | 575 | $244.6K | 0.19% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 574 | $244.2K | 0.00% | −25,892−97.8% | Reduced |
| Cascade Financial Partners, LLC | 581 | $242.7K | 0.03% | +581 | New |
| Forbes J M & Co LLP | 569 | $242.1K | 0.03% | 00.0% | Unchanged |
| Convergence Investment Partners, LLC | 570 | $242.0K | 0.09% | −4−0.7% | Reduced |
| IVC Wealth Advisors LLC | 567 | $241.2K | 0.14% | 00.0% | Unchanged |
| First Nebraska Trust Co | 567 | $241.2K | 0.02% | 00.0% | Unchanged |
| Marex Group plc | 565 | $240.4K | 0.01% | 00.0% | Unchanged |
| Northeast Financial Consultants Inc | 564 | $240.0K | 0.01% | +564 | New |
| Rosenbaum Jay D. | 563 | $239.5K | 1.36% | 00.0% | Unchanged |
| Dumont & Blake Investment Advisors LLC | 562 | $239.1K | 0.07% | −155−21.6% | Reduced |
| Ethos Financial Group, LLC | 557 | $237.0K | 0.04% | +14+2.6% | Added |
| Wealthspire Advisors, LLC | 555 | $236.2K | 0.00% | −196−26.1% | Reduced |
| UMA Financial Services, Inc. | 578 | $236.1K | 0.05% | +578 | New |
| Alpine Global Management, LLC | 553 | $235.3K | 0.05% | +553 | New |
| Vista Wealth Management Group, LLC | 552 | $235.0K | 0.02% | −68−11.0% | Reduced |
| Silver Lake Advisory, LLC | 552 | $234.9K | 0.10% | +552 | New |
| Venture Visionary Partners LLC | 552 | $234.8K | 0.01% | −10−1.8% | Reduced |
| Concord Asset Management, LLC | 550 | $234.1K | 0.06% | +29+5.6% | Added |
| Coho Partners, Ltd. | 549 | $233.6K | 0.01% | −600−52.2% | Reduced |
| Bouchey Financial Group Ltd | 548 | $233.1K | 0.02% | 00.0% | Unchanged |
| Financial Alternatives, Inc | 548 | $233.1K | 0.18% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 547 | $232.7K | 0.02% | −9−1.6% | Reduced |
| Principal Street Partners, LLC | 537 | $231.6K | 0.04% | +8+1.5% | Added |
| Wilkins Investment Counsel Inc | 535 | $227.6K | 0.03% | +535 | New |
| Great Valley Advisor Group, Inc. | 536 | $227.5K | 0.01% | −45−7.7% | Reduced |
| Ruane, Cunniff & Goldfarb L.P. | 531 | $225.9K | 0.00% | 00.0% | Unchanged |
| Fulton Breakefield Broenniman LLC | 528 | $224.6K | 0.02% | −5−0.9% | Reduced |
| Aviso Wealth Management | 523 | $222.6K | 0.14% | +31+6.3% | Added |
| Financial Perspectives, Inc | 519 | $220.9K | 0.08% | −1−0.2% | Reduced |
| Bragg Financial Advisors, Inc | 519 | $220.8K | 0.01% | +62+13.6% | Added |
| Washington Trust Bank | 519 | $220.8K | 0.02% | +519 | New |
| Journey Strategic Wealth LLC | 517 | $220.0K | 0.01% | −34−6.2% | Reduced |
| Five Oceans Advisors | 517 | $220.0K | 0.11% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 514 | $218.7K | 0.06% | 00.0% | Unchanged |
| Grimes & Company, Inc. | 512 | $218.0K | 0.01% | −29−5.4% | Reduced |
| MGO Private Wealth, LLC | 511 | $217.4K | 0.14% | +511 | New |
| BlueCrest Capital Management Ltd | 510 | $217.0K | 0.05% | −105−17.1% | Reduced |
| Stephens Investment Management Group LLC | 509 | $216.6K | 0.00% | +142+38.7% | Added |
| Worth Financial Advisory Group, LLC | 508 | $216.1K | 0.15% | −3−0.6% | Reduced |
| Aveo Capital Partners, LLC | 508 | $216.0K | 0.02% | +19+3.9% | Added |
| SFMG, LLC | 508 | $216.0K | 0.02% | −6−1.2% | Reduced |
| Moody Aldrich Partners LLC | 506 | $215.3K | 0.04% | +506 | New |
| Whalen Wealth Management Inc. | 504 | $214.4K | 0.16% | +504 | New |
| Chapin Davis, Inc. | 503 | $214.0K | 0.08% | 00.0% | Unchanged |
| Aurora Private Wealth, Inc. | 500 | $214.0K | 0.18% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 501 | $213.3K | 0.06% | −137−21.5% | Reduced |
| Grant/GrossMendelsohn, LLC | 490 | $213.2K | 0.10% | −1,700−77.6% | Reduced |
| Ipswich Investment Management Co., Inc. | 501 | $213.2K | 0.05% | 00.0% | Unchanged |
| Hill Investment Group Partners, LLC | 500 | $212.7K | 0.03% | 00.0% | Unchanged |
| New Republic Capital, LLC | 498 | $211.9K | 0.13% | +6+1.2% | Added |
| Montecito Bank & Trust | 498 | $211.9K | 0.04% | 00.0% | Unchanged |
| Interchange Capital Partners, LLC | 487 | $210.2K | 0.14% | +20+4.3% | Added |
| Independent Wealth Network Inc. | 494 | $210.2K | 0.10% | −54−9.9% | Reduced |
| Trust Co of Toledo NA | 491 | $208.9K | 0.03% | −120−19.6% | Reduced |
| Wetzel Investment Advisors, Inc. | 504 | $208.3K | 0.12% | −6−1.2% | Reduced |
| Covestor Ltd | 487 | $208.0K | 0.13% | +86+21.4% | Added |
| True North Advisors, LLC | 487 | $207.2K | 0.06% | +487 | New |
| E Fund Management Co., Ltd. | 486 | $206.8K | 0.01% | +486 | New |
| Phillips Wealth Planners LLC | 506 | $206.7K | 0.24% | +506 | New |
| RFG Advisory, LLC | 486 | $206.7K | 0.01% | +486 | New |
| Delap Wealth Advisory, LLC | 483 | $205.5K | 0.08% | +483 | New |