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
- 1,836
- +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
- 711 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 | 2,127 | $108.7B |
| Q4 2025 | 2,204 | $137.4B |
| Q3 2025 | 2,059 | $126.8B |
| Q2 2025 | 2,068 | $140.5B |
| Q1 2025 | 2,082 | $135.4B |
| Q4 2024 | 2,046 | $134.2B |
| Q3 2024 | 1,937 | $140.2B |
| Q2 2024 | 1,843 | $121.4B |
| Q1 2024 | 1,836 | $115.2B |
| Q4 2023 | 1,774 | $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 |
|---|---|---|---|---|---|
| Choate Investment Advisors | 12,438 | $5.29M | 0.14% | +237+1.9% | Added |
| Vinva Investment Management Ltd | 12,329 | $5.25M | 0.30% | +1,011+8.9% | Added |
| American National Bank & Trust Co | 12,324 | $5.24M | 1.24% | +12,324 | New |
| Knollwood Investment Advisory, LLC | 12,305 | $5.24M | 0.95% | 00.0% | Unchanged |
| Ravenstone Capital Management Inc. | 12,260 | $5.22M | 3.47% | +12,260 | New |
| Kerrisdale Advisers, LLC | 12,141 | $5.17M | 1.62% | 00.0% | Unchanged |
| Everence Capital Management Inc | 12,124 | $5.16M | 0.34% | −1,040−7.9% | Reduced |
| Park Avenue Securities LLC | 12,069 | $5.13M | 0.07% | +410+3.5% | Added |
| GHP Investment Advisors, Inc. | 11,983 | $5.10M | 0.25% | +610+5.4% | Added |
| BTC Capital Management, Inc. | 11,953 | $5.09M | 0.46% | +11,953 | New |
| SS&H Financial Advisors, Inc. | 11,887 | $5.06M | 2.11% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 11,769 | $5.01M | 0.06% | +377+3.3% | Added |
| Northwest & Ethical Investments L.P. | 11,613 | $4.94M | 0.14% | −8,990−43.6% | Reduced |
| Mount Capital Ltd | 11,550 | $4.91M | 2.07% | 00.0% | Unchanged |
| Amica Mutual Insurance Co | 11,543 | $4.91M | 0.50% | 00.0% | Unchanged |
| Neville Rodie & Shaw Inc | 11,406 | $4.85M | 0.37% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 11,343 | $4.83M | 0.19% | −2,235−16.5% | Reduced |
| APG Asset Management N.V. | 12,209 | $4.81M | 0.01% | −17,268−58.6% | Reduced |
| Chesley Taft & Associates LLC | 11,235 | $4.78M | 0.24% | +247+2.2% | Added |
| EFG Asset Management (Americas) Corp. | 11,189 | $4.76M | 1.45% | −4,833−30.2% | Reduced |
| Sirios Capital Management L P | 11,132 | $4.74M | 0.89% | −50,076−81.8% | Reduced |
| Duncker Streett & Co Inc | 11,100 | $4.72M | 0.93% | +431+4.0% | Added |
| Financial Counselors Inc | 11,091 | $4.72M | 0.08% | +50.0% | Added |
| T. Rowe Price Investment Management, Inc. | 10,973 | $4.67M | 0.00% | −451,179−97.6% | Reduced |
| Cape Cod Five Cents Savings Bank | 10,963 | $4.66M | 0.45% | −602−5.2% | Reduced |
| Blue Zone Wealth Advisors, LLC | 10,888 | $4.63M | 1.59% | +255+2.4% | Added |
| WS Portfolio Advisory, LLC | 10,864 | $4.62M | 0.82% | −2,391−18.0% | Reduced |
| Generate Investment Management Ltd | 10,864 | $4.62M | 0.36% | −2,391−18.0% | Reduced |
| Empirical Finance, LLC | 10,826 | $4.61M | 0.28% | +391+3.7% | Added |
| Sandy Spring Bank | 10,820 | $4.60M | 0.21% | +807+8.1% | Added |
| Freestone Capital Holdings, LLC | 10,781 | $4.59M | 0.17% | +378+3.6% | Added |
| Independent Advisor Alliance | 10,772 | $4.58M | 0.17% | −1,563−12.7% | Reduced |
| Cloverfields Capital Group, LP | 10,747 | $4.57M | 1.54% | +674+6.7% | Added |
| Walleye Trading LLC | 10,723 | $4.56M | 0.07% | +10,723 | New |
| Silvercrest Asset Management Group LLC | 10,713 | $4.56M | 0.03% | +2,567+31.5% | Added |
| Provident Investment Management, Inc. | 10,682 | $4.54M | 0.40% | −52,813−83.2% | Reduced |
| Virtu Financial LLC | 10,676 | $4.54M | 0.35% | +3,907+57.7% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 10,603 | $4.51M | 0.31% | −940−8.1% | Reduced |
| Litman Gregory Asset Management LLC | 10,514 | $4.47M | 0.41% | +106+1.0% | Added |
| Pitcairn Co | 10,490 | $4.46M | 0.29% | −329−3.0% | Reduced |
| Longbow Finance SA | 10,475 | $4.46M | 0.45% | +10,475 | New |
| Gotham Asset Management, LLC | 10,352 | $4.40M | 0.07% | +6,174+147.8% | Added |
| Synovus Financial Corp | 10,264 | $4.37M | 0.06% | +142+1.4% | Added |
| Advisory Services Network, LLC | 10,223 | $4.35M | 0.10% | +316+3.2% | Added |
| Alerus Financial NA | 10,207 | $4.34M | 0.33% | −181−1.7% | Reduced |
| GWM Advisors LLC | 10,206 | $4.34M | 0.04% | +87+0.9% | Added |
| Northwestern Mutual Investment Management Company, LLC | 10,196 | $4.34M | 0.11% | −58−0.6% | Reduced |
| Chartwell Investment Partners, LLC | 10,195 | $4.34M | 0.15% | −418−3.9% | Reduced |
| RBA Wealth Management, LLC | 10,136 | $4.31M | 1.75% | +361+3.7% | Added |
| Meridian Wealth Advisors, LLC | 10,070 | $4.28M | 0.80% | +378+3.9% | Added |
| Magnetar Financial LLC | 10,067 | $4.28M | 0.10% | +10,067 | New |
| Ostrum Asset Management | 10,044 | $4.27M | 0.34% | −428−4.1% | Reduced |
| Saranac Partners Ltd | 10,030 | $4.27M | 2.61% | −67−0.7% | Reduced |
| KP Management LLC | 10,000 | $4.25M | 1.83% | 00.0% | Unchanged |
| Diligent Investors, LLC | 9,979 | $4.25M | 1.06% | −10−0.1% | Reduced |
| Intech Investment Management LLC | 9,861 | $4.20M | 0.06% | +7,084+255.1% | Added |
| Capital Investment Counsel, LLC | 9,845 | $4.19M | 0.90% | +4,129+72.2% | Added |
| Univest Financial Corp | 9,777 | $4.16M | 1.17% | −529−5.1% | Reduced |
| Scholtz & Company, LLC | 9,776 | $4.16M | 1.84% | −1,828−15.8% | Reduced |
| Stock Yards Bank & Trust Co | 9,724 | $4.14M | 0.14% | −327−3.3% | Reduced |
| Baldwin Investment Management, LLC | 9,651 | $4.11M | 0.56% | +882+10.1% | Added |
| Stephens Inc | 9,597 | $4.08M | 0.06% | −391−3.9% | Reduced |
| Tower Bridge Advisors | 9,586 | $4.08M | 0.42% | −1,385−12.6% | Reduced |
| Reliant Investment Management, LLC | 9,563 | $4.07M | 1.91% | −25−0.3% | Reduced |
| Raymond James Trust N.A. | 9,458 | $4.02M | 0.10% | +75+0.8% | Added |
| Pine Valley Investments Ltd Liability Co | 9,414 | $4.01M | 0.31% | +253+2.8% | Added |
| Fortis Capital Management LLC | 9,409 | $4.00M | 1.05% | +888+10.4% | Added |
| Meyer Handelman Co | 9,400 | $4.00M | 0.14% | −4,026−30.0% | Reduced |
| PFG Advisors | 9,348 | $3.98M | 0.29% | −1,471−13.6% | Reduced |
| Centiva Capital, LP | 9,275 | $3.95M | 0.22% | +6,330+214.9% | Added |
| Pacific Global Investment Management CO | 9,209 | $3.92M | 0.75% | −9−0.1% | Reduced |
| Taylor Hoffman Wealth Management | 9,188 | $3.91M | 1.66% | +69+0.8% | Added |
| Lighthouse Investment Partners, LLC | 9,133 | $3.89M | 0.23% | −4,316−32.1% | Reduced |
| Avantax Advisory Services, Inc. | 8,935 | $3.80M | 0.03% | +317+3.7% | Added |
| Mirabaud Asset Management Ltd | 8,911 | $3.79M | 1.53% | −3,213−26.5% | Reduced |
| NovaPoint Capital, LLC | 8,892 | $3.78M | 1.33% | −922−9.4% | Reduced |
| Parkwood LLC | 8,826 | $3.75M | 0.40% | +8,826 | New |
| Y-Intercept (Hong Kong) Ltd | 8,796 | $3.74M | 0.28% | +8,796 | New |
| Meitav Dash Investments Ltd | 8,734 | $3.72M | 0.07% | 00.0% | Unchanged |
| Cutler Investment Counsel LLC | 8,694 | $3.70M | 0.50% | +10.0% | Added |
| Siemens Fonds Invest GmbH | 8,685 | $3.70M | 0.28% | −153−1.7% | Reduced |
| Impax Asset Management Group plc | 8,684 | $3.69M | 0.01% | +262+3.1% | Added |
| Rakuten Investment Management, Inc. | 8,663 | $3.69M | 0.03% | +7,861+980.2% | Added |
| Jones Financial Companies LLLP | 8,570 | $3.65M | 0.00% | +4,089+91.3% | Added |
| First Hawaiian Bank | 8,567 | $3.64M | 0.11% | −151−1.7% | Reduced |
| Stratos Wealth Partners, LTD. | 8,532 | $3.63M | 0.06% | +386+4.7% | Added |
| Seven Eight Capital, LP | 8,528 | $3.63M | 0.38% | +8,528 | New |
| Campbell & CO Investment Adviser LLC | 8,519 | $3.62M | 0.31% | +8,519 | New |
| Bright Rock Capital Management, LLC | 8,500 | $3.62M | 0.75% | 00.0% | Unchanged |
| Private Wealth Partners, LLC | 8,495 | $3.61M | 0.29% | −567−6.3% | Reduced |
| Tokio Marine Asset Management Co Ltd | 8,494 | $3.61M | 0.18% | +1,032+13.8% | Added |
| Balyasny Asset Management LLC | 8,472 | $3.60M | 0.01% | −281,982−97.1% | Reduced |
| Central Trust Co | 8,439 | $3.59M | 0.09% | −142−1.7% | Reduced |
| Coronation Fund Managers Ltd. | 8,413 | $3.58M | 0.10% | −1,496−15.1% | Reduced |
| Assetmark, Inc | 8,390 | $3.57M | 0.01% | −1,421−14.5% | Reduced |
| Northcape Capital Pty Ltd | 8,325 | $3.54M | 0.41% | −195−2.3% | Reduced |
| Aperture Investors, LLC | 8,324 | $3.54M | 0.45% | −2,167−20.7% | Reduced |
| Wills Financial Group, Inc. | 8,266 | $3.52M | 1.66% | +330+4.2% | Added |
| Kampmann Melissa S. | 8,263 | $3.52M | 2.53% | +776+10.4% | Added |
| Zions Bancorporation, N.A. | 8,230 | $3.50M | 0.26% | −1,434−14.8% | Reduced |