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 |
|---|---|---|---|---|---|
| Foguth Wealth Management, LLC. | 482 | $205.2K | 0.11% | +482 | New |
| Hengehold Capital Management LLC | 482 | $205.1K | 0.02% | −3−0.6% | Reduced |
| West Bancorporation Inc | 482 | $205.1K | 0.13% | +482 | New |
| Old Mission Capital LLC | 479 | $203.8K | 0.00% | +479 | New |
| Smith Anglin Financial, LLC | 477 | $203.0K | 0.02% | −6−1.2% | Reduced |
| Ewa, LLC | 470 | $203.0K | 0.09% | +16+3.5% | Added |
| StoneX Group Inc. | 477 | $202.9K | 0.02% | −40−7.7% | Reduced |
| Cottonwood Capital Advisors, LLC | 495 | $202.7K | 0.16% | +7+1.4% | Added |
| Single Point Partners, LLC | 475 | $202.0K | 0.05% | 00.0% | Unchanged |
| BCJ Capital Management, LLC | 474 | $201.7K | 0.02% | +474 | New |
| Argonautica Private Wealth Management, Inc | 474 | $201.7K | 0.07% | +474 | New |
| Hendershot Investments Inc. | 470 | $200.0K | 0.03% | 00.0% | Unchanged |
| Laffer Tengler Investments | 462 | $196.6K | 0.05% | −27−5.5% | Reduced |
| General Partner, Inc. | 441 | $187.6K | 0.12% | 00.0% | Unchanged |
| Rothschild Investment LLC | 436 | $185.5K | 0.01% | +2+0.5% | Added |
| Blue Chip Partners, Inc. | 435 | $184.9K | 0.02% | +69+18.9% | Added |
| SYSTM Wealth Solutions LLC | 434 | $184.7K | 0.02% | −3−0.7% | Reduced |
| Natixis Investment Managers International | 434 | $184.6K | 0.01% | +91+26.5% | Added |
| Bank of New Hampshire | 433 | $184.2K | 0.05% | −40−8.5% | Reduced |
| First Command Advisory Services, Inc. | 428 | $182.1K | 0.00% | −73−14.6% | Reduced |
| EverSource Wealth Advisors, LLC | 434 | $180.6K | 0.01% | +62+16.7% | Added |
| Avalon Trust Co | 422 | $179.5K | 0.01% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 419 | $178.3K | 0.06% | +186+79.8% | Added |
| New Covenant Trust Company, N.A. | 419 | $178.3K | 0.18% | +419 | New |
| Planning Capital Management Corp | 418 | $177.9K | 0.13% | +21+5.3% | Added |
| Veritas Investment Partners (UK) Ltd. | 400 | $170.0K | 0.00% | −100−20.0% | Reduced |
| One River Asset Management, LLC | 399 | $169.8K | 0.05% | +399 | New |
| Key Financial Inc | 391 | $166.4K | 0.04% | −115−22.7% | Reduced |
| Kelly Financial Services LLC | 383 | $162.9K | 0.06% | −25−6.1% | Reduced |
| Osterweis Capital Management Inc | 371 | $157.8K | 0.01% | +25+7.2% | Added |
| American National Bank | 356 | $151.5K | 0.02% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 350 | $149.3K | 0.04% | 00.0% | Unchanged |
| St Germain D J Co Inc | 348 | $148.1K | 0.01% | +3+0.9% | Added |
| Operose Advisors LLC | 336 | $143.0K | 0.05% | −96−22.2% | Reduced |
| Security National Bank | 335 | $142.5K | 0.02% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 335 | $142.5K | 0.02% | +182+119.0% | Added |
| Bruce G. Allen Investments, LLC | 332 | $141.2K | 0.12% | +48+16.9% | Added |
| Hilltop National Bank | 330 | $140.4K | 0.05% | +330 | New |
| Country Trust Bank | 323 | $137.4K | 0.00% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 320 | $136.1K | 0.07% | +320 | New |
| Sugarloaf Wealth Management, LLC | 316 | $134.5K | 0.03% | +49+18.4% | Added |
| Castleview Partners, LLC | 315 | $134.0K | 0.07% | −6−1.9% | Reduced |
| Accordant Advisory Group Inc | 304 | $129.3K | 0.10% | +304 | New |
| HighMark Wealth Management LLC | 300 | $127.6K | 0.08% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 299 | $127.2K | 0.05% | −25−7.7% | Reduced |
| Tortoise Investment Management, LLC | 295 | $125.5K | 0.02% | −19−6.1% | Reduced |
| Liberty One Investment Management, LLC | 291 | $123.9K | 0.01% | +291 | New |
| Versant Capital Management, Inc | 290 | $123.4K | 0.04% | −4−1.4% | Reduced |
| DHJJ Financial Advisors, Ltd. | 281 | $119.6K | 0.05% | 00.0% | Unchanged |
| Tompkins Financial Corp | 280 | $119.1K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 280 | $119.1K | 0.05% | +49+21.2% | Added |
| Webster Bank, N. A. | 274 | $116.6K | 0.01% | +24+9.6% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 263 | $112.0K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 251 | $106.8K | 0.01% | +48+23.6% | Added |
| Harvest Fund Management Co., Ltd | 243 | $103.0K | 0.01% | −62−20.3% | Reduced |
| Disciplina Capital Management LLC | 230 | $97.7K | 0.02% | +1+0.4% | Added |
| HHM Wealth Advisors, LLC | 229 | $97.4K | 0.02% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 228 | $97.0K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 221 | $94.0K | 0.03% | +55+33.1% | Added |
| Harbour Investments, Inc. | 216 | $91.9K | 0.00% | −28−11.5% | Reduced |
| West Paces Advisors Inc. | 212 | $90.2K | 0.02% | −23−9.8% | Reduced |
| Tobam | 212 | $90.0K | 0.01% | −138−39.4% | Reduced |
| CoreCap Advisors, LLC | 211 | $89.9K | 0.00% | −635−75.1% | Reduced |
| BOK Financial Private Wealth, Inc. | 211 | $89.8K | 0.01% | +67+46.5% | Added |
| Princeton Global Asset Management LLC | 200 | $85.1K | 0.02% | −208−51.0% | Reduced |
| DAGCO, Inc. | 200 | $85.1K | 0.04% | +200 | New |
| Addison Advisors LLC | 199 | $84.7K | 0.03% | +23+13.1% | Added |
| Rational Advisors LLC | 196 | $83.4K | 0.01% | −58−22.8% | Reduced |
| PFS Partners, LLC | 196 | $83.3K | 0.06% | +1+0.5% | Added |
| Indiana Trust & Investment Management CO | 195 | $83.0K | 0.03% | +40+25.8% | Added |
| ORG Partners LLC | 192 | $82.0K | 0.16% | −1,403−88.0% | Reduced |
| Western Pacific Wealth Management, LP | 188 | $80.0K | 0.06% | +188 | New |
| Transamerica Financial Advisors, Inc. | 185 | $79.0K | 0.01% | −704−79.2% | Reduced |
| Rise Advisors, LLC | 183 | $77.9K | 0.04% | +178+3,560.0% | Added |
| MV Capital Management, Inc. | 181 | $77.0K | 0.01% | +8+4.6% | Added |
| Arlington Trust Co LLC | 179 | $76.2K | 0.02% | −11−5.8% | Reduced |
| Hollencrest Capital Management | 178 | $75.7K | 0.00% | −1,173−86.8% | Reduced |
| Twin Tree Management, LP | 175 | $74.5K | 0.00% | +175 | New |
| Mascoma Wealth Management LLC | 169 | $71.9K | 0.02% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 168 | $71.6K | 0.00% | −64−27.6% | Reduced |
| Carmichael Hill & Associates, Inc. | 167 | $71.1K | 0.03% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 164 | $69.7K | 0.02% | −37−18.4% | Reduced |
| Atticus Wealth Management, LLC | 154 | $65.5K | 0.02% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 150 | $63.8K | 0.03% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 145 | $62.0K | 0.02% | 00.0% | Unchanged |
| FRG Family Wealth Advisors LLC | 148 | $61.6K | 0.01% | +148 | New |
| Asset Dedication, LLC | 144 | $61.0K | 0.00% | 00.0% | Unchanged |
| Connectus Wealth, LLC | 87,311 | $58.8K | 0.00% | −6,927−7.4% | Reduced |
| Quarry LP | 136 | $57.9K | 0.02% | +88+183.3% | Added |
| Clean Yield Group | 133 | $56.6K | 0.02% | 00.0% | Unchanged |
| Geo Capital Gestora de Recursos Ltd | 126 | $54.0K | 0.06% | −10−7.4% | Reduced |
| Geneos Wealth Management Inc. | 126 | $53.8K | 0.00% | +5+4.1% | Added |
| McIlrath & Eck, LLC | 123 | $52.3K | 0.01% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 122 | $51.9K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 120 | $51.3K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 118 | $50.2K | 0.01% | −656−84.8% | Reduced |
| Armstrong Advisory Group, Inc | 112 | $49.3K | 0.00% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 116 | $49.0K | 0.02% | −6−4.9% | Reduced |
| Grayhawk Investment Strategies Inc. | 114 | $48.5K | 0.04% | 00.0% | Unchanged |
| Arrow Financial Corp | 110 | $46.8K | 0.00% | −8−6.8% | Reduced |