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 |
|---|---|---|---|---|---|
| Tenon Financial LLC | 928 | $413.9K | 0.32% | 00.0% | Unchanged |
| Marietta Investment Partners LLC | 935 | $417.0K | 0.09% | 00.0% | Unchanged |
| Riverwater Partners LLC | 935 | $417.0K | 0.31% | +109+13.2% | Added |
| KC Investment Advisors, LLC | 937 | $417.9K | 0.21% | −100−9.6% | Reduced |
| Fiduciary Group LLC | 945 | $421.5K | 0.05% | −5−0.5% | Reduced |
| Richardson Financial Services Inc. | 947 | $422.4K | 0.30% | −97−9.3% | Reduced |
| Emerald Advisers, LLC | 954 | $425.5K | 0.02% | −262−21.5% | Reduced |
| Cornerstone Wealth Advisors, Inc. | 955 | $425.9K | 0.13% | 00.0% | Unchanged |
| D.B. Root & Company, LLC | 955 | $425.9K | 0.15% | +22+2.4% | Added |
| Linscomb & Williams, Inc. | 959 | $427.5K | 0.02% | +128+15.4% | Added |
| Modera Wealth Management, LLC | 960 | $428.3K | 0.01% | +22+2.3% | Added |
| First Trust Investment Solutions L.P. | 961 | $428.6K | 0.06% | +221+29.9% | Added |
| TFB Advisors LLC | 963 | $429.5K | 0.14% | +303+45.9% | Added |
| Winthrop Capital Management, LLC | 967 | $431.0K | 0.22% | +12+1.3% | Added |
| Mill Creek Capital Advisors, LLC | 968 | $431.7K | 0.01% | +212+28.0% | Added |
| Crewe Advisors LLC | 970 | $432.6K | 0.05% | +61+6.7% | Added |
| Gladstone Institutional Advisory LLC | 974 | $434.4K | 0.02% | +125+14.7% | Added |
| Headinvest, LLC | 977 | $435.7K | 0.09% | 00.0% | Unchanged |
| Revisor Wealth Management LLC | 982 | $438.0K | 0.30% | −811−45.2% | Reduced |
| Integrated Advisors Network LLC | 982 | $438.0K | 0.02% | −80−7.5% | Reduced |
| First Interstate Bank | 985 | $439.3K | 0.03% | −35−3.4% | Reduced |
| Cromwell Holdings LLC | 987 | $440.2K | 0.26% | +987 | New |
| Founders Financial Alliance, LLC | 990 | $441.4K | 0.13% | +2+0.2% | Added |
| Norden Group LLC | 990 | $441.7K | 0.09% | +105+11.9% | Added |
| Allstate Corp | 991 | $442.0K | 0.04% | +81+8.9% | Added |
| Carnegie Capital Asset Management, LLC | 993 | $442.9K | 0.01% | −42−4.1% | Reduced |
| Embree Financial Group | 994 | $443.4K | 0.09% | −22−2.2% | Reduced |
| CNB Bank | 999 | $445.6K | 0.21% | −52−4.9% | Reduced |
| Community Bank, N.A. | 1,001 | $446.4K | 0.06% | 00.0% | Unchanged |
| Leo Wealth, LLC | 1,003 | $447.2K | 0.05% | −217−17.8% | Reduced |
| WMS Partners, LLC | 1,004 | $447.8K | 0.03% | −83−7.6% | Reduced |
| Regent Peak Wealth Advisors LLC | 1,004 | $447.8K | 0.11% | +23+2.3% | Added |
| SeaCrest Wealth Management, LLC | 1,005 | $448.2K | 0.05% | +56+5.9% | Added |
| West Michigan Advisors, LLC | 1,011 | $451.0K | 0.14% | −32−3.1% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 1,014 | $452.2K | 0.05% | −219−17.8% | Reduced |
| Provenance Wealth Advisors, LLC | 1,014 | $452.2K | 0.06% | 00.0% | Unchanged |
| Gilbert & Cook, Inc. | 1,015 | $452.7K | 0.07% | −151−13.0% | Reduced |
| Vicus Capital | 1,019 | $454.5K | 0.04% | +10+1.0% | Added |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 1,020 | $454.9K | 0.00% | −26−2.5% | Reduced |
| Alera Investment Advisors, LLC | 1,023 | $456.1K | 0.05% | +330+47.6% | Added |
| Ayrshire Capital Management LLC | 1,023 | $456.3K | 0.23% | +23+2.3% | Added |
| Rosenblum Silverman Sutton S F Inc | 1,023 | $456.5K | 0.12% | −1−0.1% | Reduced |
| Global X Japan Co., Ltd. | 1,027 | $458.0K | 0.06% | +100+10.8% | Added |
| First National Bank & Trust Co of Newtown | 1,028 | $458.5K | 0.09% | +1,028 | New |
| Centerpoint Advisors, LLC | 1,035 | $462.0K | 0.17% | −9−0.9% | Reduced |
| Parkside Financial Bank & Trust | 1,036 | $462.1K | 0.07% | +44+4.4% | Added |
| Occudo Quantitative Strategies LP | 1,038 | $462.9K | 0.08% | +1,038 | New |
| Prosperity Financial Group, Inc. | 1,039 | $463.4K | 0.29% | +70+7.2% | Added |
| West Family Investments, Inc. | 1,040 | $463.8K | 0.14% | +9+0.9% | Added |
| Drive Wealth Management, LLC | 1,042 | $464.8K | 0.13% | +29+2.9% | Added |
| Accel Wealth Management | 1,043 | $465.2K | 0.19% | 00.0% | Unchanged |
| Caldwell Trust Co | 1,048 | $467.4K | 0.05% | +246+30.7% | Added |
| Atomi Financial Group, Inc. | 1,052 | $469.1K | 0.03% | +250+31.2% | Added |
| Applied Capital LLC | 1,052 | $469.2K | 0.41% | 00.0% | Unchanged |
| Empirical Asset Management, LLC | 4,374 | $470.2K | 0.18% | +2,826+182.6% | Added |
| Nilsine Partners, LLC | 1,067 | $475.9K | 0.06% | +25+2.4% | Added |
| Quent Capital, LLC | 1,068 | $476.3K | 0.05% | +115+12.1% | Added |
| Petrus Trust Company, LTA | 1,073 | $478.6K | 0.04% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 1,076 | $479.9K | 0.15% | +19+1.8% | Added |
| Heritage Wealth Management, LLC | 1,076 | $479.9K | 0.27% | −97−8.3% | Reduced |
| Heritage Family Offices, LLP | 1,076 | $479.9K | 0.27% | +1,076 | New |
| Global Retirement Partners, LLC | 1,081 | $481.9K | 0.02% | +483+80.8% | Added |
| Elgethun Capital Management | 1,083 | $483.2K | 0.12% | 00.0% | Unchanged |
| Callan Capital, LLC | 1,084 | $483.5K | 0.04% | +24+2.3% | Added |
| Shulman DeMeo Asset Management LLC | 1,087 | $485.0K | 0.13% | +1+0.1% | Added |
| TCG Advisory Services, LLC | 1,088 | $485.2K | 0.02% | −25−2.2% | Reduced |
| Sunbelt Securities, Inc. | 1,088 | $485.4K | 0.05% | −45−4.0% | Reduced |
| ICW Investment Advisors LLC | 1,089 | $485.5K | 0.22% | −5−0.5% | Reduced |
| Assetmark, Inc | 1,090 | $486.1K | 0.00% | −7,300−87.0% | Reduced |
| Kathmere Capital Management, LLC | 1,101 | $491.0K | 0.05% | +172+18.5% | Added |
| Morningstar Investment Services LLC | 1,098 | $493.0K | 0.01% | +335+43.9% | Added |
| Catalytic Wealth RIA, LLC | 1,113 | $496.4K | 0.10% | −181−14.0% | Reduced |
| Smith Shellnut Wilson LLC | 1,114 | $496.8K | 0.24% | 00.0% | Unchanged |
| BSW Wealth Partners | 1,114 | $496.9K | 0.08% | −4−0.4% | Reduced |
| Proficio Capital Partners LLC | 1,120 | $499.4K | 0.05% | −79−6.6% | Reduced |
| Carret Asset Management, LLC | 1,123 | $500.9K | 0.06% | +1,123 | New |
| Nwam LLC | 1,123 | $500.9K | 0.15% | +80+7.7% | Added |
| Dumont & Blake Investment Advisors LLC | 1,124 | $501.3K | 0.07% | +562+100.0% | Added |
| Cable Hill Partners, LLC | 1,127 | $502.6K | 0.05% | +1,127 | New |
| Kingswood Wealth Advisors, LLC | 1,128 | $503.1K | 0.05% | +81+7.7% | Added |
| Meritage Portfolio Management | 1,132 | $505.0K | 0.03% | −47−4.0% | Reduced |
| Ameritas Advisory Services, LLC | 1,134 | $505.6K | 0.02% | +14+1.3% | Added |
| Gen-Wealth Partners Inc | 1,137 | $507.1K | 0.25% | +110+10.7% | Added |
| Wallace Advisory Group, LLC | 1,139 | $508.0K | 0.37% | −80−6.6% | Reduced |
| ORG Partners LLC | 1,138 | $508.2K | 0.06% | +946+492.7% | Added |
| 1776 Wealth LLC | 1,140 | $508.4K | 0.23% | +14+1.2% | Added |
| Paulson Wealth Management Inc. | 1,145 | $510.7K | 0.15% | 00.0% | Unchanged |
| Welch & Forbes LLC | 1,112 | $511.9K | 0.01% | +144+14.9% | Added |
| Dividend Assets Capital, LLC | 1,148 | $512.0K | 0.10% | −363−24.0% | Reduced |
| Beacon Bridge Wealth Partners, LLC | 1,154 | $514.6K | 0.24% | +20+1.8% | Added |
| Fulton Bank, N.A. | 1,154 | $514.7K | 0.02% | +207+21.9% | Added |
| Stamos Capital Partners, L.P. | 1,170 | $521.8K | 0.11% | +1,170 | New |
| Tilia Fiduciary Partners, Inc. | 1,174 | $523.6K | 0.41% | +2+0.2% | Added |
| Bullock Wealth Management Group | 1,181 | $527.1K | 0.35% | +114+10.7% | Added |
| FJ Capital Management LLC | 1,185 | $528.5K | 0.06% | +1,185 | New |
| Virtue Capital Management, LLC | 1,068 | $528.8K | 0.09% | −88−7.6% | Reduced |
| Legacy Financial Advisors, Inc. | 1,193 | $532.2K | 0.09% | +60+5.3% | Added |
| Trueblood Wealth Management, LLC | 1,196 | $533.4K | 0.30% | +35+3.0% | Added |
| Diversified Trust Co | 1,197 | $533.9K | 0.02% | −28−2.3% | Reduced |
| Dark Forest Capital Management LP | 1,197 | $533.9K | 0.10% | +1,197 | New |