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 |
|---|---|---|---|---|---|
| Fulton Breakefield Broenniman LLC | 530 | $236.4K | 0.02% | +2+0.4% | Added |
| Copperwynd Financial, LLC | 488 | $236.6K | 0.08% | +488 | New |
| Ruane, Cunniff & Goldfarb L.P. | 531 | $236.8K | 0.00% | 00.0% | Unchanged |
| Ewa, LLC | 478 | $237.0K | 0.10% | +8+1.7% | Added |
| Invenio Wealth Partners LLC | 534 | $238.2K | 0.12% | −367−40.7% | Reduced |
| Wilkins Investment Counsel Inc | 535 | $238.6K | 0.04% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 537 | $239.4K | 0.04% | 00.0% | Unchanged |
| Cary Street Partners Asset Management LLC | 538 | $239.9K | 0.04% | +538 | New |
| Liberty One Investment Management, LLC | 538 | $240.0K | 0.03% | +247+84.9% | Added |
| Blackston Financial Advisory Group, LLC | 539 | $240.4K | 0.13% | +539 | New |
| Independent Financial Group, LLC | 544 | $242.7K | 0.01% | +544 | New |
| Venture Visionary Partners LLC | 546 | $243.5K | 0.01% | −6−1.1% | Reduced |
| Financial Alternatives, Inc | 548 | $244.4K | 0.18% | 00.0% | Unchanged |
| Concord Asset Management, LLC | 549 | $244.9K | 0.06% | −1−0.2% | Reduced |
| Aviso Wealth Management | 551 | $245.8K | 0.15% | +28+5.4% | Added |
| Phillips Wealth Planners LLC | 528 | $246.0K | 0.26% | +22+4.3% | Added |
| Renasant Bank | 553 | $246.6K | 0.17% | +553 | New |
| Wayfinding Financial, LLC | 554 | $247.0K | 0.14% | +554 | New |
| Darwin Advisors, LLC | 556 | $248.0K | 0.12% | +55+11.0% | Added |
| VisionPoint Advisory Group, LLC | 556 | $248.0K | 0.09% | −41−6.9% | Reduced |
| Salem Investment Counselors Inc | 557 | $248.4K | 0.01% | −66−10.6% | Reduced |
| Convergence Investment Partners, LLC | 562 | $250.5K | 0.07% | −8−1.4% | Reduced |
| Eqis Capital Management, Inc. | 563 | $250.9K | 0.02% | −88−13.5% | Reduced |
| Bouchey Financial Group Ltd | 564 | $251.0K | 0.02% | +16+2.9% | Added |
| Hill Investment Group Partners, LLC | 507 | $251.2K | 0.03% | +7+1.4% | Added |
| Red Door Wealth Management, LLC | 564 | $251.5K | 0.04% | −41−6.8% | Reduced |
| Northeast Financial Consultants Inc | 564 | $251.5K | 0.01% | 00.0% | Unchanged |
| Marex Group plc | 565 | $252.0K | 0.01% | 00.0% | Unchanged |
| First Nebraska Trust Co | 567 | $252.9K | 0.03% | 00.0% | Unchanged |
| Forbes J M & Co LLP | 569 | $253.8K | 0.03% | 00.0% | Unchanged |
| Key Financial Inc | 571 | $254.7K | 0.06% | +180+46.0% | Added |
| Capital Market Strategies LLC | 575 | $256.4K | 0.16% | 00.0% | Unchanged |
| StrongBox Wealth, LLC | 575 | $256.4K | 0.12% | 00.0% | Unchanged |
| Goodman Advisory Group, LLC | 576 | $256.9K | 0.08% | −80−12.2% | Reduced |
| Compass Ion Advisors, LLC | 607 | $258.3K | 0.04% | 00.0% | Unchanged |
| Mitchell Capital Management Co | 581 | $259.1K | 0.05% | −402−40.9% | Reduced |
| Goldstein Advisors, LLC | 581 | $259.1K | 0.04% | −4−0.7% | Reduced |
| Cascade Financial Partners, LLC | 581 | $259.1K | 0.03% | 00.0% | Unchanged |
| IVC Wealth Advisors LLC | 582 | $259.6K | 0.15% | +15+2.6% | Added |
| Oarsman Capital, Inc. | 586 | $261.4K | 0.06% | +7+1.2% | Added |
| Affinity Capital Advisors, LLC | 587 | $261.8K | 0.05% | −1−0.2% | Reduced |
| Marco Investment Management LLC | 588 | $262.2K | 0.02% | 00.0% | Unchanged |
| Courage Miller Partners, LLC | 595 | $265.4K | 0.10% | 00.0% | Unchanged |
| Fermata Advisors, LLC | 595 | $265.6K | 0.06% | +595 | New |
| Peterson Wealth Services | 596 | $265.9K | 0.09% | +8+1.4% | Added |
| nVerses Capital, LLC | 600 | $267.6K | 0.16% | +600 | New |
| Tyche Wealth Partners LLC | 602 | $268.5K | 0.07% | +1+0.2% | Added |
| Ruggaard & Associates LLC | 603 | $268.9K | 0.12% | −4−0.7% | Reduced |
| Ted Buchan & Co | 604 | $269.4K | 0.14% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 552 | $269.8K | 0.05% | −26−4.5% | Reduced |
| Legacy Wealth Management, LLC | 605 | $269.8K | 0.11% | 00.0% | Unchanged |
| Busey Wealth Management | 609 | $271.6K | 0.01% | −34−5.3% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 610 | $272.1K | 0.02% | −200−24.7% | Reduced |
| SPC Financial, Inc. | 616 | $274.7K | 0.03% | +616 | New |
| Y-Intercept (Hong Kong) Ltd | 619 | $276.1K | 0.02% | −8,177−93.0% | Reduced |
| Advus Financial Partners, LLC | 623 | $277.9K | 0.08% | +51+8.9% | Added |
| Financial Network Wealth Advisors LLC | 618 | $278.7K | 0.21% | +618 | New |
| VeraBank, N.A. | 626 | $279.2K | 0.09% | 00.0% | Unchanged |
| Interchange Capital Partners, LLC | 626 | $279.2K | 0.10% | +139+28.5% | Added |
| Vise Technologies, Inc. | 626 | $279.2K | 0.05% | +626 | New |
| Traveka Wealth, LLC | 627 | $279.6K | 0.14% | +33+5.6% | Added |
| TFC Financial Management | 632 | $281.9K | 0.05% | 00.0% | Unchanged |
| Romano Brothers and Company | 638 | $284.5K | 0.04% | −13−2.0% | Reduced |
| Gould Asset Management LLC | 638 | $284.5K | 0.07% | +30+4.9% | Added |
| Gallagher Fiduciary Advisors, LLC | 639 | $284.9K | 0.06% | +639 | New |
| Campbell Wealth Management | 640 | $285.0K | 0.09% | 00.0% | Unchanged |
| LVM Capital Management Ltd | 638 | $285.0K | 0.03% | +638 | New |
| Personal Cfo Solutions, LLC | 641 | $285.8K | 0.04% | +49+8.3% | Added |
| Ethos Financial Group, LLC | 624 | $286.0K | 0.05% | +67+12.0% | Added |
| Finivi Inc. | 646 | $288.2K | 0.24% | −28−4.2% | Reduced |
| Stegent Equity Advisors, Inc. | 648 | $289.0K | 0.30% | −38−5.5% | Reduced |
| Wellspring Financial Advisors, LLC | 649 | $289.3K | 0.04% | +50+8.3% | Added |
| David R. Rahn & Associates Inc. | 649 | $289.5K | 0.09% | −2−0.3% | Reduced |
| Advisor OS, LLC | 650 | $289.8K | 0.03% | −121−15.7% | Reduced |
| Lafayette Investments, Inc. | 651 | $290.3K | 0.07% | +51+8.5% | Added |
| Cidel Asset Management Inc | 651 | $290.3K | 0.02% | +59+10.0% | Added |
| Morris Retirement Advisors, LLC | 651 | $290.5K | 0.17% | −286−30.5% | Reduced |
| Family Wealth Group, LLC | 652 | $290.6K | 0.29% | −89−12.0% | Reduced |
| Pasadena Private Wealth, LLC | 653 | $291.2K | 0.07% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 653 | $291.2K | 0.07% | 00.0% | Unchanged |
| Rosenbaum Jay D. | 653 | $291.2K | 1.65% | +90+16.0% | Added |
| AMG National Trust Bank | 654 | $291.7K | 0.01% | +30+4.8% | Added |
| Values First Advisors, Inc. | 655 | $292.2K | 0.18% | −47−6.7% | Reduced |
| Jaffetilchin Investment Partners, LLC | 655 | $292.3K | 0.02% | +19+3.0% | Added |
| Wrapmanager Inc | 656 | $292.6K | 0.08% | −23−3.4% | Reduced |
| XML Financial, LLC | 658 | $293.5K | 0.03% | +35+5.6% | Added |
| Veracity Capital LLC | 658 | $293.6K | 0.12% | −52−7.3% | Reduced |
| Sand Hill Global Advisors, LLC | 662 | $295.3K | 0.01% | −4−0.6% | Reduced |
| Capital Planning Advisors, LLC | 666 | $297.0K | 0.05% | −48−6.7% | Reduced |
| Newbridge Financial Services Group, Inc. | 667 | $297.3K | 0.11% | +633+1,861.8% | Added |
| Ascent Wealth Partners, LLC | 670 | $298.8K | 0.04% | −109−14.0% | Reduced |
| Ifrah Financial Services, Inc. | 670 | $299.0K | 0.08% | −12−1.8% | Reduced |
| Wealthspire Advisors, LLC | 672 | $299.8K | 0.00% | +117+21.1% | Added |
| D'Orazio & Associates, Inc. | 675 | $300.9K | 0.05% | +80+13.4% | Added |
| Appleton Partners Inc | 675 | $301.0K | 0.02% | −19−2.7% | Reduced |
| Grove Bank & Trust | 675 | $301.1K | 0.05% | 00.0% | Unchanged |
| Meridian Investment Counsel Inc. | 676 | $301.5K | 0.10% | 00.0% | Unchanged |
| Strategy Asset Managers LLC | 756 | $303.2K | 0.07% | −33−4.2% | Reduced |
| Corundum Group, Inc. | 680 | $303.3K | 0.12% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 680 | $303.3K | 0.06% | +3+0.4% | Added |