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 |
|---|---|---|---|---|---|
| Barden Capital Management, Inc. | 2,560 | $1.14M | 1.08% | +2,560 | New |
| Waterloo Capital, L.P. | 2,554 | $1.14M | 0.14% | +1,735+211.8% | Added |
| LGT Group Foundation | 2,552 | $1.14M | 0.02% | +274+12.0% | Added |
| Strengthening Families & Communities, LLC | 2,544 | $1.13M | 0.33% | +122+5.0% | Added |
| Baker Avenue Asset Management, LP | 2,542 | $1.13M | 0.04% | +1,634+180.0% | Added |
| Summit Trail Advisors, LLC | 2,525 | $1.13M | 0.03% | +250+11.0% | Added |
| Outlook Wealth Advisors, LLC | 2,525 | $1.13M | 0.54% | +20+0.8% | Added |
| GAMMA Investing LLC | 2,515 | $1.12M | 0.15% | +604+31.6% | Added |
| Wintrust Investments LLC | 2,512 | $1.12M | 0.09% | −23−0.9% | Reduced |
| Spirepoint Private Client, LLC | 2,511 | $1.12M | 0.16% | +173+7.4% | Added |
| Forum Financial Management, LP | 2,505 | $1.12M | 0.02% | +10+0.4% | Added |
| Daymark Wealth Partners, LLC | 2,491 | $1.11M | 0.05% | −70−2.7% | Reduced |
| Confluence Wealth Services, Inc. | 2,488 | $1.11M | 0.09% | +266+12.0% | Added |
| NBC Securities, Inc. | 2,462 | $1.10M | 0.10% | −135−5.2% | Reduced |
| Gilliland Jeter Wealth Management LLC | 2,457 | $1.10M | 0.37% | +2+0.1% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 2,449 | $1.09M | 0.34% | +2,449 | New |
| Tranquility Partners, LLC | 2,445 | $1.09M | 0.42% | +140+6.1% | Added |
| DRW Securities, LLC | 2,439 | $1.08M | 0.07% | −2,930−54.6% | Reduced |
| Capital Analysts, LLC | 2,426 | $1.08M | 0.05% | −14−0.6% | Reduced |
| Lincoln Capital LLC | 2,408 | $1.07M | 0.24% | 00.0% | Unchanged |
| Principal Securities, Inc. | 2,403 | $1.07M | 0.03% | −583−19.5% | Reduced |
| CTC Alternative Strategies, Ltd. | 2,400 | $1.07M | 0.45% | +2,400 | New |
| M Holdings Securities, Inc. | 2,386 | $1.06M | 0.14% | +2,386 | New |
| Strategic Wealth Partners, Ltd. | 2,382 | $1.06M | 0.11% | +203+9.3% | Added |
| Rossmore Private Capital | 2,376 | $1.06M | 0.14% | +7+0.3% | Added |
| Palumbo Wealth Management LLC | 2,371 | $1.06M | 0.45% | +5+0.2% | Added |
| Shepherd Financial Partners LLC | 2,371 | $1.06M | 0.14% | −6−0.3% | Reduced |
| Beaumont Financial Advisors, LLC | 2,366 | $1.06M | 0.08% | −43−1.8% | Reduced |
| Westmount Partners, LLC | 2,362 | $1.05M | 0.35% | 00.0% | Unchanged |
| Howe & Rusling Inc | 2,362 | $1.05M | 0.10% | +7+0.3% | Added |
| Channing Global Advisors, LLC | 2,357 | $1.05M | 0.88% | 00.0% | Unchanged |
| Harbert Fund Advisors, Inc. | 2,350 | $1.05M | 0.84% | −650−21.7% | Reduced |
| Arthur M. Cohen & Associates, LLC | 2,341 | $1.04M | 0.19% | +233+11.1% | Added |
| Pinnacle Associates Ltd | 2,333 | $1.04M | 0.02% | −246−9.5% | Reduced |
| Milestones Administradora de Recursos Ltda. | 2,330 | $1.04M | 0.44% | +2,330 | New |
| Smartleaf Asset Management LLC | 2,310 | $1.04M | 0.17% | +419+22.2% | Added |
| Accretive Wealth Partners, LLC | 2,325 | $1.04M | 0.43% | −8−0.3% | Reduced |
| First National Corp | 2,324 | $1.04M | 0.25% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 2,320 | $1.03M | 0.06% | +256+12.4% | Added |
| Charter Trust Co | 2,316 | $1.03M | 0.07% | −10−0.4% | Reduced |
| Sentry Investment Management LLC | 2,314 | $1.03M | 0.46% | −474−17.0% | Reduced |
| Ramirez Asset Management, Inc. | 2,297 | $1.02M | 0.21% | +858+59.6% | Added |
| Magnetar Financial LLC | 2,288 | $1.02M | 0.02% | −7,779−77.3% | Reduced |
| Lokken Investment Group LLC | 2,269 | $1.01M | 0.48% | +287+14.5% | Added |
| GSG Advisors LLC | 2,267 | $1.01M | 0.36% | 00.0% | Unchanged |
| Intact Investment Management Inc. | 2,260 | $1.01M | 0.04% | +660+41.3% | Added |
| Colonial Trust Co | 2,244 | $1.00M | 0.18% | +85+3.9% | Added |
| Foster Group, Inc. | 2,240 | $999.0K | 0.04% | +25+1.1% | Added |
| Bancreek Capital Management, LP | 2,212 | $986.6K | 0.77% | −12,140−84.6% | Reduced |
| Schmidt P J Investment Management Inc | 2,175 | $969.8K | 0.18% | −89−3.9% | Reduced |
| MEMBERS Trust Co | 2,171 | $968.3K | 0.03% | −11−0.5% | Reduced |
| BluePath Capital Management, LLC | 2,166 | $966.1K | 0.69% | −340−13.6% | Reduced |
| Monterey Private Wealth, Inc. | 2,166 | $966.1K | 0.36% | +118+5.8% | Added |
| SlateStone Wealth, LLC | 2,159 | $963.0K | 0.10% | −53−2.4% | Reduced |
| Forte Capital LLC | 2,157 | $962.2K | 0.12% | +14+0.7% | Added |
| Rehmann Capital Advisory Group | 2,152 | $960.1K | 0.07% | +22+1.0% | Added |
| Independence Bank of Kentucky | 2,152 | $959.8K | 0.25% | +175+8.9% | Added |
| Foundations Investment Advisors, LLC | 2,133 | $951.2K | 0.02% | +22+1.0% | Added |
| IHT Wealth Management, LLC | 2,101 | $949.6K | 0.04% | +89+4.4% | Added |
| Lindbrook Capital, LLC | 2,123 | $946.9K | 0.09% | −48−2.2% | Reduced |
| Claro Advisors LLC | 2,121 | $946.1K | 0.15% | −39−1.8% | Reduced |
| Kirtland Hills Capital Management, LLC | 2,113 | $942.4K | 0.78% | +2+0.1% | Added |
| Center for Financial Planning, Inc. | 2,108 | $940.2K | 0.14% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 2,183 | $932.3K | 0.40% | 00.0% | Unchanged |
| Bowman & Co S.C. | 2,074 | $926.9K | 0.54% | +115+5.9% | Added |
| Equitable Holdings, Inc. | 2,069 | $922.8K | 0.01% | +118+6.0% | Added |
| Warren Averett Asset Management, LLC | 2,066 | $921.3K | 0.02% | +362+21.2% | Added |
| NorthCrest Asset Manangement, LLC | 2,058 | $917.8K | 0.03% | +65+3.3% | Added |
| Point72 (DIFC) Ltd | 2,054 | $916.1K | 0.08% | −42,698−95.4% | Reduced |
| Conestoga Capital Advisors, LLC | 2,050 | $914.3K | 0.01% | −652−24.1% | Reduced |
| Thoroughbred Financial Services, LLC | 2,044 | $911.0K | 0.06% | +2,044 | New |
| McDonald Partners LLC | 2,017 | $899.8K | 0.24% | +65+3.3% | Added |
| Virtus ETF Advisers LLC | 1,993 | $888.9K | 0.44% | +296+17.4% | Added |
| Gryphon Financial Partners LLC | 1,977 | $881.5K | 0.13% | −178−8.3% | Reduced |
| Insigneo Advisory Services, LLC | 1,863 | $879.4K | 0.10% | +297+19.0% | Added |
| Fortis Capital Management LLC | 1,950 | $869.8K | 0.19% | −7,459−79.3% | Reduced |
| Dimension Capital Management LLC | 1,937 | $863.9K | 0.18% | −114−5.6% | Reduced |
| Townsend Asset Management Corp | 1,932 | $861.9K | 0.33% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 1,923 | $857.7K | 0.13% | +92+5.0% | Added |
| Legacy Capital Wealth Partners, LLC | 1,922 | $857.1K | 0.22% | +1,922 | New |
| Allworth Financial LP | 1,786 | $857.0K | 0.01% | +225+14.4% | Added |
| Fullcircle Wealth LLC | 1,768 | $851.6K | 0.42% | +1,768 | New |
| Guardian Wealth Advisors, LLC | 1,895 | $845.1K | 0.55% | −39−2.0% | Reduced |
| Sigma Planning Corp | 1,888 | $842.1K | 0.03% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 1,888 | $842.0K | 0.10% | −2,270−54.6% | Reduced |
| Marcum Wealth, LLC | 1,887 | $841.6K | 0.08% | +52+2.8% | Added |
| Conning Inc. | 1,882 | $839.4K | 0.03% | +17+0.9% | Added |
| Financial Advocates Investment Management | 1,882 | $839.3K | 0.05% | +120+6.8% | Added |
| Stonebrook Private Inc. | 1,880 | $838.5K | 0.24% | +211+12.6% | Added |
| Davidson Trust Co | 1,879 | $838.0K | 0.58% | +211+12.6% | Added |
| Waldron Private Wealth LLC | 1,876 | $836.7K | 0.04% | +13+0.7% | Added |
| Formidable Asset Management, LLC | 1,875 | $836.5K | 0.14% | −274−12.8% | Reduced |
| Baron Wealth Management LLC | 1,871 | $834.5K | 0.43% | +242+14.9% | Added |
| TrinityPoint Wealth, LLC | 1,862 | $830.2K | 0.13% | +12+0.6% | Added |
| Banco BTG Pactual S.A. | 1,697 | $823.7K | 0.21% | +894+111.3% | Added |
| Red Spruce Capital, LLC | 1,845 | $822.9K | 0.38% | −81−4.2% | Reduced |
| Elevated Capital Advisors, LLC | 1,842 | $821.6K | 0.23% | +203+12.4% | Added |
| Premier Path Wealth Partners, LLC | 1,836 | $818.8K | 0.14% | +211+13.0% | Added |
| Meridian Wealth Partners, LLC | 1,835 | $818.6K | 0.14% | +24+1.3% | Added |
| Leavell Investment Management, Inc. | 1,820 | $812.0K | 0.04% | +421+30.1% | Added |