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 |
|---|---|---|---|---|---|
| J. L. Bainbridge & Co., Inc. | 682 | $304.0K | 0.03% | −35−4.9% | Reduced |
| Patten & Patten Inc | 683 | $304.6K | 0.02% | −50−6.8% | Reduced |
| Symphony Financial, Ltd. Co. | 683 | $306.5K | 0.06% | −100−12.8% | Reduced |
| Meadow Creek Wealth Advisors LLC | 689 | $307.3K | 0.29% | −98−12.5% | Reduced |
| Biltmore Family Office, LLC | 692 | $308.6K | 0.06% | 00.0% | Unchanged |
| Wealth Architects, LLC | 694 | $309.5K | 0.04% | +17+2.5% | Added |
| Peak Planning Group, LLC | 695 | $309.9K | 0.15% | +1+0.1% | Added |
| Simmons Bank | 695 | $310.0K | 0.02% | −17−2.4% | Reduced |
| Hardy Reed LLC | 697 | $310.9K | 0.03% | +697 | New |
| Barnes Pettey Financial Advisors, LLC | 698 | $311.3K | 0.27% | 00.0% | Unchanged |
| Sandler Capital Management | 700 | $312.2K | 0.06% | 00.0% | Unchanged |
| CVA Family Office, LLC | 700 | $312.2K | 0.06% | +4+0.6% | Added |
| Boit C F David | 700 | $312.2K | 0.16% | 00.0% | Unchanged |
| Eclectic Associates Inc | 702 | $313.1K | 0.14% | 00.0% | Unchanged |
| Integrated Investment Consultants, LLC | 736 | $313.1K | 0.09% | 00.0% | Unchanged |
| Fullerton Fund Management Co Ltd. | 703 | $313.5K | 0.01% | −28,086−97.6% | Reduced |
| Legacy Advisors, LLC | 704 | $314.0K | 0.04% | +88+14.3% | Added |
| Canopy Partners, LLC | 705 | $314.4K | 0.15% | +51+7.8% | Added |
| Northwest Bancshares, Inc. | 709 | $316.2K | 0.05% | 00.0% | Unchanged |
| Sculati Wealth Management, LLC | 709 | $316.2K | 0.14% | 00.0% | Unchanged |
| Foguth Wealth Management, LLC. | 712 | $317.8K | 0.14% | +230+47.7% | Added |
| Carr Financial Group Corp | 712 | $317.8K | 0.10% | +6+0.8% | Added |
| Manchester Capital Management LLC | 713 | $318.0K | 0.04% | +32+4.7% | Added |
| City State Bank | 717 | $319.8K | 0.13% | 00.0% | Unchanged |
| M&R Capital Management Inc | 720 | $321.1K | 0.08% | 00.0% | Unchanged |
| Endowment Wealth Management, Inc. | 723 | $322.3K | 0.23% | −2−0.3% | Reduced |
| JJJ Advisors Inc. | 725 | $323.4K | 0.07% | −147−16.9% | Reduced |
| Osborne Partners Capital Management, LLC | 725 | $323.4K | 0.02% | 00.0% | Unchanged |
| Shufro Rose & Co LLC | 727 | $324.2K | 0.03% | +60+9.0% | Added |
| U.S. Capital Wealth Advisors, LLC | 728 | $324.7K | 0.01% | +21+3.0% | Added |
| ArrowMark Colorado Holdings LLC | 731 | $326.0K | 0.00% | 00.0% | Unchanged |
| MSH Capital Advisors LLC | 731 | $326.2K | 0.11% | −109−13.0% | Reduced |
| Stablepoint Partners, LLC | 666 | $326.2K | 0.06% | +10+1.5% | Added |
| Consolidated Portfolio Review Corp | 731 | $326.2K | 0.08% | +731 | New |
| StoneX Group Inc. | 734 | $327.6K | 0.03% | +257+53.9% | Added |
| Anchor Capital Advisors LLC | 739 | $329.6K | 0.01% | −8−1.1% | Reduced |
| MJP Associates Inc | 748 | $333.6K | 0.07% | +42+5.9% | Added |
| Ledyard National Bank | 749 | $334.1K | 0.03% | +7+0.9% | Added |
| Somerset Group LLC | 750 | $334.5K | 0.30% | 00.0% | Unchanged |
| LB Partners LLC | 750 | $334.5K | 0.28% | 00.0% | Unchanged |
| Pegasus Partners Ltd. | 750 | $334.5K | 0.03% | +750 | New |
| Violich Capital Management, Inc. | 750 | $335.0K | 0.05% | 00.0% | Unchanged |
| Hoylecohen, LLC | 752 | $335.4K | 0.03% | 00.0% | Unchanged |
| Concord Wealth Partners | 759 | $338.6K | 0.06% | −1−0.1% | Reduced |
| Berry Wealth Group, LP | 762 | $339.7K | 0.27% | +81+11.9% | Added |
| Destination Wealth Management | 762 | $339.9K | 0.01% | −4−0.5% | Reduced |
| Inscription Capital, LLC | 764 | $340.8K | 0.05% | −315−29.2% | Reduced |
| Summit Global Investments | 764 | $341.0K | 0.02% | −575−42.9% | Reduced |
| Mayflower Financial Advisors, LLC | 765 | $341.3K | 0.06% | +29+3.9% | Added |
| Taurus Asset Management, LLC | 766 | $341.6K | 0.03% | 00.0% | Unchanged |
| Keynote Financial Services LLC | 770 | $343.4K | 0.29% | 00.0% | Unchanged |
| Samalin Investment Counsel, LLC | 771 | $344.1K | 0.16% | +177+29.8% | Added |
| Burford Brothers, Inc. | 772 | $344.3K | 0.20% | 00.0% | Unchanged |
| Azimuth Capital Investment Management LLC | 775 | $345.6K | 0.01% | 00.0% | Unchanged |
| Portside Wealth Group, LLC | 785 | $350.1K | 0.07% | −79−9.1% | Reduced |
| Gainplan LLC | 786 | $350.6K | 0.17% | +54+7.4% | Added |
| New Century Financial Group, LLC | 788 | $351.4K | 0.15% | +165+26.5% | Added |
| Childress Capital Advisors, LLC | 792 | $353.3K | 0.10% | +11+1.4% | Added |
| Reuter James Wealth Management, LLC | 794 | $354.1K | 0.26% | +2+0.3% | Added |
| Capital Advisors, Ltd. LLC | 796 | $355.0K | 0.05% | +31+4.1% | Added |
| Pekin Hardy Strauss, Inc. | 797 | $355.5K | 0.05% | 00.0% | Unchanged |
| Waddell & Associates, LLC | 797 | $355.5K | 0.05% | 00.0% | Unchanged |
| Financial Network Wealth Management LLC | 800 | $356.0K | 0.14% | +800 | New |
| 180 Wealth Advisors, LLC | 753 | $356.3K | 0.06% | −16−2.1% | Reduced |
| Cornerstone Wealth Group, LLC | 802 | $357.7K | 0.03% | +802 | New |
| Optas, LLC | 805 | $359.0K | 0.09% | +16+2.0% | Added |
| 3Chopt Investment Partners, LLC | 812 | $362.2K | 0.11% | +812 | New |
| Deerfield Management Company, L.P. (Series C) | 817 | $364.4K | 0.01% | +817 | New |
| Dana Investment Advisors, Inc. | 821 | $366.2K | 0.01% | −371−31.1% | Reduced |
| Acima Private Wealth, LLC | 826 | $368.4K | 0.14% | 00.0% | Unchanged |
| Convergence Financial, LLC | 829 | $369.7K | 0.10% | +829 | New |
| Matthew Goff Investment Advisor, LLC | 836 | $372.9K | 0.08% | 00.0% | Unchanged |
| Onefund, LLC | 839 | $374.2K | 0.41% | +6+0.7% | Added |
| Philadelphia Trust Co | 845 | $377.0K | 0.03% | 00.0% | Unchanged |
| RFG Advisory, LLC | 850 | $379.1K | 0.01% | +364+74.9% | Added |
| Epic Trust Investment Advisors, LLC | 850 | $379.1K | 0.42% | +32+3.9% | Added |
| Nixon Peabody Trust Co | 854 | $380.9K | 0.03% | +854 | New |
| FDx Advisors, Inc. | 855 | $381.0K | 0.11% | −222−20.6% | Reduced |
| Wealthcare Advisory Partners LLC | 859 | $383.3K | 0.01% | +166+24.0% | Added |
| Capital Asset Advisory Services LLC | 836 | $384.9K | 0.02% | +13+1.6% | Added |
| Sapient Capital LLC | 863 | $384.9K | 0.01% | +21+2.5% | Added |
| Bank of Stockton | 865 | $385.8K | 0.12% | 00.0% | Unchanged |
| Mitchell Sinkler & Starr | 797 | $386.3K | 0.10% | +40+5.3% | Added |
| Cornerstone Wealth Management, LLC | 870 | $388.2K | 0.03% | −30−3.3% | Reduced |
| Great Diamond Partners, LLC | 873 | $389.4K | 0.09% | −11−1.2% | Reduced |
| Jackson Square Capital, LLC | 878 | $391.6K | 0.10% | 00.0% | Unchanged |
| Houlihan Financial Resource Group, Ltd. | 879 | $392.0K | 0.27% | 00.0% | Unchanged |
| Clayton Financial Group LLC | 923 | $392.7K | 0.17% | 00.0% | Unchanged |
| Howard Capital Management Group, LLC | 883 | $393.8K | 0.03% | 00.0% | Unchanged |
| Frisch Financial Group, Inc. | 882 | $394.0K | 0.12% | +882 | New |
| Aprio Wealth Management, LLC | 889 | $396.3K | 0.07% | +190+27.2% | Added |
| Joel Isaacson & Co., LLC | 893 | $398.3K | 0.02% | +893 | New |
| Strategic Blueprint, LLC | 893 | $398.4K | 0.03% | −3−0.3% | Reduced |
| Lakeview Capital Partners, LLC | 939 | $399.3K | 0.06% | 00.0% | Unchanged |
| Alta Advisers Ltd | 900 | $401.4K | 0.19% | 00.0% | Unchanged |
| Plotkin Financial Advisors, LLC | 900 | $401.4K | 0.26% | 00.0% | Unchanged |
| LM Advisors LLC | 905 | $404.0K | 0.00% | 00.0% | Unchanged |
| Sivia Capital Partners, LLC | 911 | $406.3K | 0.27% | +11+1.2% | Added |
| Alpha Family Trust | 920 | $410.3K | 0.24% | 00.0% | Unchanged |
| Change Path, LLC | 920 | $411.0K | 0.02% | −700−43.2% | Reduced |