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, Q2 2024
Institutional positions in S&P Global Inc. as of Jun 30, 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
- 1,843
- +31 vs. Q1 2024
- Shares held
- 272.0M
- +2.63M (+1.0%) vs. Q1 2024
- Total value
- $121.4B
- +$6.85B (+6.0%) vs. Q1 2024
- New holders
- 151
- 743 more added
- Sold out
- 120
- 653 more reduced
24 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding S&P Global Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| River Wealth Advisors LLC | 3,198 | $1.43M | 0.20% | +5+0.2% | Added |
| BancorpSouth Bank | 3,211 | $1.43M | 0.11% | −23−0.7% | Reduced |
| Old National Bancorp | 3,233 | $1.44M | 0.03% | −239−6.9% | Reduced |
| Cigna Investments Inc | 3,242 | $1.45M | 0.27% | −135−4.0% | Reduced |
| SageView Advisory Group, LLC | 3,257 | $1.45M | 0.07% | +3,257 | New |
| Fort Point Capital Partners LLC | 3,269 | $1.46M | 0.19% | −39−1.2% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,271 | $1.46M | 0.04% | +321+10.9% | Added |
| Nichols & Pratt Advisers LLP | 3,278 | $1.46M | 0.10% | −100−3.0% | Reduced |
| Csenge Advisory Group | 3,306 | $1.47M | 0.08% | +96+3.0% | Added |
| Maxwell Wealth Strategies Inc. | 3,310 | $1.48M | 0.72% | +13+0.4% | Added |
| W.H. Cornerstone Investments Inc. | 3,336 | $1.49M | 1.05% | −181−5.1% | Reduced |
| Quadrant Capital Group LLC | 3,350 | $1.49M | 0.11% | −171−4.9% | Reduced |
| Balyasny Asset Management LLC | 3,360 | $1.50M | 0.00% | −5,112−60.3% | Reduced |
| Wealth Alliance | 3,390 | $1.51M | 0.20% | −53−1.5% | Reduced |
| Otter Creek Advisors, LLC | 3,400 | $1.52M | 0.98% | −3,200−48.5% | Reduced |
| Nations Financial Group Inc, | 3,402 | $1.52M | 0.12% | +271+8.7% | Added |
| Geneva Capital Management LLC | 3,416 | $1.52M | 0.03% | −850−19.9% | Reduced |
| JPL Wealth Management, LLC | 3,418 | $1.52M | 0.75% | +249+7.9% | Added |
| Platform Technology Partners | 3,422 | $1.53M | 0.53% | +3,422 | New |
| Davis R M Inc | 3,428 | $1.53M | 0.03% | −5−0.1% | Reduced |
| Reynders McVeigh Capital Management, LLC | 3,430 | $1.53M | 0.09% | 00.0% | Unchanged |
| Voya Financial Advisors, Inc. | 3,410 | $1.53M | 0.17% | −41−1.2% | Reduced |
| HBK Sorce Advisory LLC | 3,437 | $1.53M | 0.05% | −133−3.7% | Reduced |
| Wolverine Trading, LLC | 3,474 | $1.55M | 0.03% | −1,790−34.0% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 3,500 | $1.56M | 0.08% | +3,500 | New |
| Broadwater Capital Management LLC | 3,520 | $1.57M | 1.21% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 3,527 | $1.57M | 0.06% | +634+21.9% | Added |
| Central Valley Advisors, LLC | 3,139 | $1.58M | 0.87% | +85+2.8% | Added |
| Boston Trust Walden Corp | 3,548 | $1.58M | 0.01% | −50−1.4% | Reduced |
| Transform Wealth, LLC | 3,580 | $1.60M | 0.12% | −2−0.1% | Reduced |
| Souders Financial Advisors | 3,593 | $1.60M | 0.24% | +15+0.4% | Added |
| Eagle Asset Management Inc | 3,600 | $1.61M | 0.01% | +1,818+102.0% | Added |
| Stevens Capital Management LP | 3,610 | $1.61M | 0.54% | +3,610 | New |
| Mattern Wealth Management LLC | 3,614 | $1.61M | 0.39% | −248−6.4% | Reduced |
| Ronald Blue Trust, Inc. | 3,800 | $1.62M | 0.02% | +2,221+140.7% | Added |
| Gsa Capital Partners LLP | 3,651 | $1.63M | 0.11% | +815+28.7% | Added |
| Alpine Woods Capital Investors, LLC | 3,655 | $1.63M | 0.25% | +808+28.4% | Added |
| Cullen Investment Group, Ltd. | 3,664 | $1.63M | 0.26% | +41+1.1% | Added |
| Savant Capital, LLC | 3,674 | $1.64M | 0.02% | +427+13.2% | Added |
| Skylands Capital, LLC | 3,675 | $1.64M | 0.23% | −150−3.9% | Reduced |
| AAFMAA Wealth Management & Trust LLC | 3,677 | $1.64M | 0.81% | +805+28.0% | Added |
| Proequities, Inc. | 3,710 | $1.65M | 0.10% | −94−2.5% | Reduced |
| First Hawaiian Bank | 3,722 | $1.66M | 0.06% | −4,845−56.6% | Reduced |
| Western Wealth Management, LLC | 3,725 | $1.66M | 0.12% | +647+21.0% | Added |
| Snider Financial Group | 3,725 | $1.66M | 0.64% | +258+7.4% | Added |
| Mission Wealth Management, LP | 3,730 | $1.66M | 0.05% | +253+7.3% | Added |
| Citizens Financial Group Inc | 3,730 | $1.66M | 0.04% | +19+0.5% | Added |
| Redwood Investment Management, LLC | 3,496 | $1.67M | 0.14% | +3,496 | New |
| Benjamin Edwards Inc | 3,749 | $1.67M | 0.32% | −26−0.7% | Reduced |
| Private Trust Co NA | 3,750 | $1.67M | 0.18% | −312−7.7% | Reduced |
| Arden Trust Co | 3,767 | $1.68M | 0.23% | +17+0.5% | Added |
| Evercore Wealth Management, LLC | 3,780 | $1.69M | 0.03% | −13−0.3% | Reduced |
| Barlow Wealth Partners, Inc. | 3,503 | $1.69M | 0.23% | −34,352−90.7% | Reduced |
| Chilton Investment Co LLC | 3,784 | $1.69M | 0.05% | −327−8.0% | Reduced |
| Icon Wealth Advisors, LLC | 3,483 | $1.69M | 0.15% | +1,838+111.7% | Added |
| Hamilton Point Investment Advisors, LLC | 3,800 | $1.69M | 0.33% | 00.0% | Unchanged |
| First Bank & Trust | 3,803 | $1.70M | 0.35% | −8−0.2% | Reduced |
| Trust Asset Management LLC | 3,825 | $1.71M | 0.14% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 3,847 | $1.72M | 0.70% | +3,847 | New |
| Fifth Third Wealth Advisors LLC | 3,867 | $1.72M | 0.13% | +2,771+252.8% | Added |
| Wedmont Private Capital | 3,622 | $1.73M | 0.11% | +470+14.9% | Added |
| Schechter Investment Advisors, LLC | 3,912 | $1.74M | 0.13% | +225+6.1% | Added |
| Coronation Fund Managers Ltd. | 3,917 | $1.75M | 0.10% | −4,496−53.4% | Reduced |
| Mount Yale Investment Advisors, LLC | 3,919 | $1.75M | 0.14% | −77−1.9% | Reduced |
| Guyasuta Investment Advisors Inc | 3,973 | $1.75M | 0.13% | 00.0% | Unchanged |
| ING Groep NV | 3,928 | $1.75M | 0.01% | −921−19.0% | Reduced |
| Landscape Capital Management, L.L.C. | 3,971 | $1.77M | 0.15% | 00.0% | Unchanged |
| Madison Asset Management, LLC | 3,973 | $1.77M | 0.02% | −1,686−29.8% | Reduced |
| Congress Asset Management Co | 4,000 | $1.78M | 0.01% | −201−4.8% | Reduced |
| Belpointe Asset Management LLC | 4,005 | $1.79M | 0.12% | −57−1.4% | Reduced |
| Steel Peak Wealth Management LLC | 4,011 | $1.79M | 0.08% | +1,003+33.3% | Added |
| GeoWealth Management, LLC | 4,022 | $1.79M | 0.08% | +986+32.5% | Added |
| OV Management LLC | 4,047 | $1.80M | 1.26% | +47+1.2% | Added |
| Integrated Wealth Concepts LLC | 4,047 | $1.81M | 0.02% | +453+12.6% | Added |
| Oppenheimer & Co Inc | 4,056 | $1.81M | 0.03% | +487+13.6% | Added |
| Avitas Wealth Management LLC | 4,070 | $1.82M | 0.27% | −37−0.9% | Reduced |
| Excalibur Management Corp | 4,079 | $1.82M | 0.74% | +51+1.3% | Added |
| GYL Financial Synergies, LLC | 4,109 | $1.83M | 0.14% | +173+4.4% | Added |
| Parsons Capital Management Inc | 4,120 | $1.84M | 0.13% | −53−1.3% | Reduced |
| Cozad Asset Management Inc | 4,156 | $1.85M | 0.18% | +163+4.1% | Added |
| Valeo Financial Advisors, LLC | 4,159 | $1.85M | 0.06% | +283+7.3% | Added |
| Flagship Harbor Advisors, LLC | 4,198 | $1.87M | 0.11% | −167−3.8% | Reduced |
| Roundview Capital LLC | 4,209 | $1.88M | 0.15% | +122+3.0% | Added |
| Atom Investors LP | 4,210 | $1.88M | 0.19% | −1,033−19.7% | Reduced |
| National Asset Management, Inc. | 4,261 | $1.90M | 0.05% | −362−7.8% | Reduced |
| Westpac Banking Corp | 4,288 | $1.91M | 0.15% | 00.0% | Unchanged |
| Peloton Wealth Strategists | 4,323 | $1.93M | 0.79% | −133−3.0% | Reduced |
| Quadcap Wealth Management, LLC | 4,330 | $1.93M | 0.35% | +901+26.3% | Added |
| Decatur Capital Management, Inc. | 4,333 | $1.93M | 0.94% | +116+2.8% | Added |
| Lederer & Associates Investment Counsel | 4,429 | $1.98M | 1.43% | −254−5.4% | Reduced |
| WealthShield Partners, LLC | 4,432 | $1.98M | 0.30% | +482+12.2% | Added |
| Montag A & Associates Inc | 4,440 | $1.98M | 0.10% | −183−4.0% | Reduced |
| Engineers Gate Manager LP | 4,452 | $1.99M | 0.04% | −22,544−83.5% | Reduced |
| Trium Capital LLP | 4,454 | $1.99M | 0.70% | +1,502+50.9% | Added |
| Blue Fin Capital, Inc. | 4,469 | $1.99M | 0.40% | +282+6.7% | Added |
| AXS Investments LLC | 4,471 | $1.99M | 0.56% | −38−0.8% | Reduced |
| Crestline Management, LP | 4,493 | $2.00M | 0.16% | −9,730−68.4% | Reduced |
| Whitener Capital Management, Inc. | 4,500 | $2.01M | 0.61% | 00.0% | Unchanged |
| Chatham Capital Group, Inc. | 4,501 | $2.01M | 0.35% | +21+0.5% | Added |
| Capstone Investment Advisors, LLC | 4,516 | $2.01M | 0.04% | −3,249−41.8% | Reduced |