Skip to main content

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.

Institutional holdersQ1 2024: 1,835 institutions
Q1 2021: 1,300 institutionsQ2 2021: 1,358 institutionsQ3 2021: 1,417 institutionsQ4 2021: 1,541 institutionsQ1 2022: 1,650 institutionsQ2 2022: 1,559 institutionsQ3 2022: 1,501 institutionsQ4 2022: 1,571 institutionsQ1 2023: 1,598 institutionsQ2 2023: 1,622 institutionsQ3 2023: 1,625 institutionsQ4 2023: 1,773 institutionsQ1 2024: 1,835 institutionsQ2 2024: 1,842 institutionsQ3 2024: 1,936 institutionsQ4 2024: 2,045 institutionsQ1 2025: 2,081 institutionsQ2 2025: 2,067 institutionsQ3 2025: 2,058 institutionsQ4 2025: 2,203 institutionsQ1 2026: 2,126 institutionsQ2 2026: 2,076 institutions
Value heldQ1 2024: $115.2B
Q1 2021: $76.2BQ2 2021: $92.0BQ3 2021: $95.7BQ4 2021: $107.5BQ1 2022: $127.4BQ2 2022: $99.6BQ3 2022: $87.7BQ4 2022: $93.8BQ1 2023: $95.3BQ2 2023: $111.1BQ3 2023: $100.4BQ4 2023: $121.3BQ1 2024: $115.2BQ2 2024: $121.4BQ3 2024: $140.2BQ4 2024: $134.2BQ1 2025: $135.4BQ2 2025: $140.5BQ3 2025: $126.8BQ4 2025: $137.4BQ1 2026: $108.7BQ2 2026: $105.7B
Institutions holding SPGI and their total value by quarter
QuarterHoldersValue
Q2 20262,076$105.7B
Q1 20262,126$108.7B
Q4 20252,203$137.4B
Q3 20252,058$126.8B
Q2 20252,067$140.5B
Q1 20252,081$135.4B
Q4 20242,045$134.2B
Q3 20241,936$140.2B
Q2 20241,842$121.4B
Q1 20241,835$115.2B
Q4 20231,773$121.3B
Q3 20231,625$100.4B
Q2 20231,622$111.1B
Q1 20231,598$95.3B
Q4 20221,571$93.8B
Q3 20221,501$87.7B
Q2 20221,559$99.6B
Q1 20221,650$127.4B
Q4 20211,541$107.5B
Q3 20211,417$95.7B
Q2 20211,358$92.0B
Q1 20211,300$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.

Institutions holding SPGI in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Pension & Wealth Management Advisors, Inc.110$46.8K0.03%00.0%Unchanged
SJS Investment Consulting Inc.109$46.4K0.01%+96+738.5%Added
DT Investment Partners, LLC107$45.5K0.00%00.0%Unchanged
FinTrust Capital Advisors, LLC105$44.7K0.01%00.0%Unchanged
Archer Investment Corp105$44.7K0.01%00.0%Unchanged
FSA Wealth Management LLC105$44.7K0.02%00.0%Unchanged
Riverview Trust Co105$44.7K0.03%+105New
Rain Capital Management, LLC103$43.8K0.03%+4+4.0%Added
Oakworth Capital, Inc.101$43.0K0.00%00.0%Unchanged
Centennial Bank100$42.5K0.02%−33−24.8%Reduced
Guardian Wealth Management, Inc.100$42.5K0.03%00.0%Unchanged
GPS Wealth Strategies Group, LLC95$40.4K0.01%00.0%Unchanged
Pingora Partners LLC95$40.4K0.03%+95New
Clarity Asset Management, Inc.94$40.0K0.03%−1−1.1%Reduced
West Branch Capital LLC94$40.0K0.02%−9−8.7%Reduced
Institutional & Family Asset Management, LLC94$40.0K0.01%−9−8.7%Reduced
EnRich Financial Partners LLC92$39.1K0.01%+92New
Salomon & Ludwin, LLC91$38.7K0.00%+91New
Fortis Group Advisors, LLC90$38.3K0.01%−90−50.0%Reduced
Raleigh Capital Management Inc.90$38.3K0.02%+54+150.0%Added
Carolinas Wealth Consulting LLC89$38.1K0.01%+1+1.1%Added
Frazier Financial Advisors, LLC89$37.9K0.03%+7+8.5%Added
Bangor Savings Bank88$37.4K0.00%00.0%Unchanged
Palisade Asset Management, LLC88$37.4K0.00%+88New
MCF Advisors LLC87$37.0K0.00%00.0%Unchanged
Fortitude Family Office, LLC82$34.9K0.02%−15−15.5%Reduced
State of Wyoming77$32.8K0.01%00.0%Unchanged
Aspect Partners, LLC77$32.8K0.03%00.0%Unchanged
Kathleen S. Wright Associates Inc.72$30.0K0.01%00.0%Unchanged
Resources Management Corp70$30.0K0.00%+70New
Glen Eagle Advisors, LLC69$29.4K0.01%−54−43.9%Reduced
Valued Wealth Advisors LLC68$29.1K0.02%+5+7.9%Added
Oliver Lagore Vanvalin Investment Group68$29.0K0.01%+4+6.3%Added
Sienna Gestion64$27.2K0.00%+64New
Financial Management Professionals, Inc.63$27.0K0.00%+2+3.3%Added
Exchange Traded Concepts, LLC63$26.8K0.00%−132−67.7%Reduced
Hexagon Capital Partners LLC61$26.0K0.01%+14+29.8%Added
Pacifica Partners Inc.61$25.5K0.01%00.0%Unchanged
Raffa Wealth Management, LLC59$25.1K0.01%00.0%Unchanged
Abound Wealth Management58$24.8K0.01%+3+5.5%Added
Private Wealth Management Group, LLC58$24.7K0.01%00.0%Unchanged
Householder Group Estate & Retirement Specialist, LLC57$24.3K0.01%−2−3.4%Reduced
Sofos Investments, Inc.53$22.8K0.00%+30+130.4%Added
Northwest Investment Counselors, LLC53$22.5K0.01%+53New
Washington Trust Advisors, Inc.50$21.4K0.00%−11−18.0%Reduced
First Pacific Financial49$20.8K0.01%00.0%Unchanged
Delos Wealth Advisors, LLC45$19.1K0.02%+44+4,400.0%Added
Larson Financial Group LLC45$18.9K0.00%−19−29.7%Reduced
Creative Capital Management Investments LLC43$18.3K0.01%00.0%Unchanged
PrairieView Partners, LLC41$18.0K0.00%00.0%Unchanged
DSM Capital Partners LLC42$17.9K0.00%00.0%Unchanged
BFSG, LLC42$17.9K0.00%+42New
TCTC Holdings, LLC41$17.4K0.00%00.0%Unchanged
Silicon Valley Capital Partners40$17.1K0.00%00.0%Unchanged
Laurel Wealth Advisors LLC38$16.2K0.00%+38New
Valley National Advisers Inc38$16.0K0.00%+2+5.6%Added
USA Financial Portformulas Corp37$15.7K0.00%+1+2.8%Added
Stephenson National Bank & Trust36$15.3K0.01%00.0%Unchanged
Voisard Asset Management Group, Inc.35$14.9K0.01%00.0%Unchanged
South State Corp.35$14.9K0.00%+14+66.7%Added
Newbridge Financial Services Group, Inc.34$14.6K0.01%−6−15.0%Reduced
LRI Investments, LLC32$13.6K0.00%+32New
Annapolis Financial Services, LLC31$13.2K0.00%00.0%Unchanged
Dunhill Financial, LLC30$12.9K0.01%+4+15.4%Added
CBIZ Investment Advisory Services, LLC30$12.8K0.00%+30New
Sachetta, LLC29$12.8K0.01%00.0%Unchanged
Toth Financial Advisory Corp30$12.8K0.00%−9−23.1%Reduced
Tyler-Stone Wealth Management30$12.8K0.01%00.0%Unchanged
Red Tortoise LLC30$12.6K0.01%+20+200.0%Added
Hazlett, Burt & Watson, Inc.29$12.0K0.01%+17+141.7%Added
Beacon Capital Management, LLC27$11.6K0.00%+18+200.0%Added
Moisand Fitzgerald Tamayo, LLC27$11.5K0.00%00.0%Unchanged
Northwest Capital Management Inc27$11.5K0.00%00.0%Unchanged
RFP Financial Group LLC27$11.5K0.00%+8+42.1%Added
North Star Investment Management Corp.26$11.1K0.00%00.0%Unchanged
Cedar Mountain Advisors, LLC26$11.1K0.00%00.0%Unchanged
Hanson & Doremus Investment Management25$11.0K0.00%+25New
Pineridge Advisors LLC24$10.2K0.00%−36−60.0%Reduced
Scarborough Advisors, LLC24$10.2K0.00%00.0%Unchanged
SOA Wealth Advisors, LLC.22$9.40K0.00%00.0%Unchanged
Impact Partnership Wealth, LLC22$9.36K0.00%−200−90.1%Reduced
Chilton Capital Management LLC22$9.36K0.00%+15+214.3%Added
Beaird Harris Wealth Management, LLC21$8.94K0.00%−30−58.8%Reduced
Global Financial Private Client, LLC19$8.12K0.00%−4−17.4%Reduced
Avion Wealth17$8.00K0.00%+1+6.3%Added
First Financial Corp18$7.66K0.00%−103−85.1%Reduced
Old Point Trust & Financial Services N A18$7.66K0.00%00.0%Unchanged
Cherry Tree Wealth Management, LLC18$7.45K0.00%+8+80.0%Added
Fairman Group, LLC17$7.23K0.01%00.0%Unchanged
DiNuzzo Private Wealth, Inc.16$6.81K0.00%+1+6.7%Added
Jackson, Grant Investment Advisers, Inc.15$6.38K0.00%00.0%Unchanged
Belmont Capital, LLC15$6.38K0.00%+15New
Financial Connections Group, Inc.14$6.00K0.01%+14New
Sittner & Nelson, LLC14$5.96K0.00%00.0%Unchanged
Main Street Group, LTD13$5.55K0.00%00.0%Unchanged
Gradient Investments LLC13$5.53K0.00%−114−89.8%Reduced
Cambridge Trust Co13$5.53K0.00%−7−35.0%Reduced
Frank, Rimerman Advisors LLC13$5.53K0.00%00.0%Unchanged
JNBA Financial Advisors12$5.11K0.00%00.0%Unchanged
Trifecta Capital Advisors, LLC12$5.11K0.00%00.0%Unchanged