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 |
|---|---|---|---|---|---|
| Stephens Inc | 9,994 | $4.46M | 0.07% | +397+4.1% | Added |
| KP Management LLC | 10,000 | $4.46M | 1.68% | 00.0% | Unchanged |
| Chartwell Investment Partners, LLC | 10,104 | $4.51M | 0.16% | −91−0.9% | Reduced |
| Univest Financial Corp | 10,125 | $4.52M | 1.25% | +348+3.6% | Added |
| CapitalatWork S.A. | 10,150 | $4.53M | 0.15% | +2,050+25.3% | Added |
| Empirical Finance, LLC | 10,154 | $4.53M | 0.28% | −672−6.2% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 10,187 | $4.54M | 0.12% | −9−0.1% | Reduced |
| Lido Advisors, LLC | 10,275 | $4.58M | 0.04% | −14,815−59.0% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 10,325 | $4.60M | 0.31% | −278−2.6% | Reduced |
| Synovus Financial Corp | 10,351 | $4.62M | 0.06% | +87+0.8% | Added |
| Cape Cod Five Cents Savings Bank | 10,363 | $4.62M | 0.45% | −600−5.5% | Reduced |
| Everence Capital Management Inc | 11,124 | $4.63M | 0.32% | −1,000−8.2% | Reduced |
| Capital Investment Counsel, LLC | 10,398 | $4.64M | 0.91% | +553+5.6% | Added |
| RBA Wealth Management, LLC | 10,434 | $4.65M | 1.86% | +298+2.9% | Added |
| Independent Advisor Alliance | 10,447 | $4.66M | 0.16% | −325−3.0% | Reduced |
| Litman Gregory Asset Management LLC | 10,524 | $4.69M | 0.42% | +10+0.1% | Added |
| Palisade Capital Management LLC | 10,594 | $4.72M | 0.13% | +10,594 | New |
| Advisory Services Network, LLC | 10,666 | $4.76M | 0.10% | +443+4.3% | Added |
| First Western Trust Bank | 10,672 | $4.76M | 0.23% | −2,081−16.3% | Reduced |
| Provident Investment Management, Inc. | 10,682 | $4.76M | 0.43% | 00.0% | Unchanged |
| Scholtz & Company, LLC | 10,702 | $4.77M | 2.03% | +926+9.5% | Added |
| Atria Wealth Solutions, Inc. | 10,725 | $4.78M | 0.05% | −1,044−8.9% | Reduced |
| Blue Zone Wealth Advisors, LLC | 10,748 | $4.79M | 1.65% | −140−1.3% | Reduced |
| Cloverfields Capital Group, LP | 10,800 | $4.82M | 1.63% | +53+0.5% | Added |
| Pine Valley Investments Ltd Liability Co | 10,867 | $4.85M | 0.36% | +1,453+15.4% | Added |
| NEOS Investment Management LLC | 10,909 | $4.87M | 0.20% | +3,066+39.1% | Added |
| Meridian Wealth Advisors, LLC | 10,985 | $4.90M | 0.87% | +915+9.1% | Added |
| Financial Counselors Inc | 11,003 | $4.91M | 0.08% | −88−0.8% | Reduced |
| Duncker Streett & Co Inc | 11,132 | $4.96M | 0.95% | +32+0.3% | Added |
| Resources Investment Advisors, LLC. | 11,142 | $4.97M | 0.06% | +6,373+133.6% | Added |
| Eventide Asset Management, LLC | 11,162 | $4.98M | 0.09% | +3,074+38.0% | Added |
| Freestone Capital Holdings, LLC | 11,195 | $4.99M | 0.18% | +414+3.8% | Added |
| Pitcairn Co | 11,281 | $5.03M | 0.31% | +791+7.5% | Added |
| Beacon Pointe Advisors, LLC | 11,349 | $5.06M | 0.06% | −13,082−53.5% | Reduced |
| Neville Rodie & Shaw Inc | 11,406 | $5.09M | 0.39% | 00.0% | Unchanged |
| Summit Financial, LLC | 11,423 | $5.09M | 0.23% | +8,260+261.1% | Added |
| Achmea Investment Management B.V. | 11,462 | $5.11M | 0.09% | −13,941−54.9% | Reduced |
| Sandy Spring Bank | 11,470 | $5.12M | 0.23% | +650+6.0% | Added |
| Kerrisdale Advisers, LLC | 11,503 | $5.13M | 1.61% | −638−5.3% | Reduced |
| Amica Mutual Insurance Co | 11,543 | $5.15M | 0.51% | 00.0% | Unchanged |
| Mount Capital Ltd | 11,550 | $5.15M | 2.06% | 00.0% | Unchanged |
| Chesley Taft & Associates LLC | 11,574 | $5.16M | 0.26% | +339+3.0% | Added |
| BTC Capital Management, Inc. | 11,857 | $5.29M | 0.49% | −96−0.8% | Reduced |
| SS&H Financial Advisors, Inc. | 11,887 | $5.30M | 2.07% | 00.0% | Unchanged |
| Avanda Investment Management Pte. Ltd. | 11,939 | $5.32M | 0.80% | −6,212−34.2% | Reduced |
| Park Avenue Securities LLC | 12,104 | $5.40M | 0.07% | +35+0.3% | Added |
| CAPROCK Group, Inc. | 12,207 | $5.44M | 0.22% | +5,252+75.5% | Added |
| Sompo Asset Management Co., Ltd. | 12,363 | $5.51M | 0.93% | −3,700−23.0% | Reduced |
| T. Rowe Price Investment Management, Inc. | 12,413 | $5.54M | 0.00% | +1,440+13.1% | Added |
| Brevan Howard Capital Management LP | 12,437 | $5.55M | 0.36% | +5,491+79.1% | Added |
| Fragasso Group Inc. | 12,468 | $5.56M | 0.46% | −409−3.2% | Reduced |
| Choate Investment Advisors | 12,552 | $5.60M | 0.15% | +114+0.9% | Added |
| GHP Investment Advisors, Inc. | 12,579 | $5.61M | 0.28% | +596+5.0% | Added |
| Kovitz Investment Group Partners, LLC | 12,616 | $5.63M | 0.05% | +11,830+1,505.1% | Added |
| Quantinno Capital Management LP | 12,634 | $5.63M | 0.10% | −7,407−37.0% | Reduced |
| Sentinel Trust Co Lba | 12,729 | $5.68M | 0.70% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 12,756 | $5.69M | 0.50% | 00.0% | Unchanged |
| Ravenstone Capital Management Inc. | 12,770 | $5.70M | 3.80% | +510+4.2% | Added |
| Terry L. Blaker | 12,834 | $5.72M | 0.23% | +30.0% | Added |
| Vestor Capital, LLC | 12,871 | $5.74M | 0.46% | −21,712−62.8% | Reduced |
| Colonial Trust Advisors | 12,875 | $5.74M | 0.55% | −581−4.3% | Reduced |
| KCM Investment Advisors LLC | 12,907 | $5.76M | 0.21% | +109+0.9% | Added |
| Strategic Financial Concepts, LLC | 11,249 | $5.82M | 0.02% | +11,249 | New |
| Knollwood Investment Advisory, LLC | 13,071 | $5.83M | 0.65% | +766+6.2% | Added |
| Van Hulzen Asset Management, LLC | 13,118 | $5.85M | 0.39% | +8,300+172.3% | Added |
| Ghe, LLC | 13,220 | $5.90M | 2.36% | −22−0.2% | Reduced |
| Vinva Investment Management Ltd | 13,160 | $5.91M | 0.30% | +831+6.7% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 13,342 | $5.95M | 1.44% | −324−2.4% | Reduced |
| Miracle Mile Advisors, LLC | 13,373 | $5.96M | 0.15% | +265+2.0% | Added |
| MAI Capital Management | 13,434 | $5.99M | 0.06% | +47+0.4% | Added |
| Wetherby Asset Management Inc | 13,632 | $6.08M | 0.29% | +562+4.3% | Added |
| Harbor Advisors LLC | 13,667 | $6.10M | 1.12% | 00.0% | Unchanged |
| Rakuten Investment Management, Inc. | 13,632 | $6.12M | 0.04% | +4,969+57.4% | Added |
| E. Ohman J:or Asset Management AB | 13,740 | $6.13M | 0.15% | +640+4.9% | Added |
| First National Trust Co | 13,926 | $6.21M | 0.26% | −668−4.6% | Reduced |
| Massmutual Trust Co FSB | 13,958 | $6.23M | 0.19% | +426+3.1% | Added |
| Kestra Private Wealth Services, LLC | 14,060 | $6.27M | 0.13% | +662+4.9% | Added |
| Clio Asset Management LLC | 14,205 | $6.34M | 4.95% | −13,286−48.3% | Reduced |
| Gotham Asset Management, LLC | 14,238 | $6.35M | 0.08% | +3,886+37.5% | Added |
| Tower Research Capital LLC (TRC) | 14,355 | $6.40M | 0.11% | −1,188−7.6% | Reduced |
| Buffington Mohr McNeal | 14,394 | $6.42M | 1.13% | −1,623−10.1% | Reduced |
| Taikang Asset Management (Hong Kong) Co Ltd | 14,446 | $6.44M | 1.00% | −2,500−14.8% | Reduced |
| Ashton Thomas Private Wealth, LLC | 14,502 | $6.47M | 0.36% | −36−0.2% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 14,523 | $6.47M | 0.28% | +14,523 | New |
| Financial & Tax Architects, LLC | 14,540 | $6.48M | 1.74% | +752+5.5% | Added |
| Thrivent Financial for Lutherans | 14,692 | $6.55M | 0.01% | +331+2.3% | Added |
| Vantage Investment Partners, LLC | 14,737 | $6.57M | 0.60% | −894−5.7% | Reduced |
| Birch Capital Management, LLC | 14,739 | $6.57M | 3.42% | −1,274−8.0% | Reduced |
| UniSuper Management Pty Ltd | 14,873 | $6.63M | 0.06% | +8,214+123.4% | Added |
| Mizuho Markets Americas LLC | 14,884 | $6.64M | 0.18% | −8,264−35.7% | Reduced |
| Northwest & Ethical Investments L.P. | 14,890 | $6.64M | 0.19% | +3,277+28.2% | Added |
| Intech Investment Management LLC | 14,896 | $6.64M | 0.08% | +5,035+51.1% | Added |
| Hennion & Walsh Asset Management, Inc. | 14,993 | $6.69M | 0.34% | −710−4.5% | Reduced |
| Itau Unibanco Holding S.A. | 15,000 | $6.69M | 0.28% | +15,000 | New |
| Nemes Rush Group LLC | 15,068 | $6.72M | 0.92% | +545+3.8% | Added |
| Ameritas Investment Partners, Inc. | 15,211 | $6.78M | 0.23% | +140+0.9% | Added |
| TownSquare Capital, LLC | 15,271 | $6.81M | 0.09% | −276−1.8% | Reduced |
| Dixon Mitchell Investment Counsel Inc. | 15,162 | $6.83M | 0.34% | −58−0.4% | Reduced |
| Groupama Asset Managment | 15,556 | $6.94M | 0.14% | +272+1.8% | Added |
| GWM Advisors LLC | 15,635 | $6.97M | 0.05% | +5,429+53.2% | Added |