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 |
|---|---|---|---|---|---|
| Heritage Trust Co | 1,390 | $619.9K | 0.08% | −762−35.4% | Reduced |
| Catalina Capital Group, LLC | 1,389 | $619.5K | 0.24% | +45+3.3% | Added |
| Richard W. Paul & Associates, LLC | 1,387 | $618.7K | 0.24% | +73+5.6% | Added |
| Level Four Advisory Services, LLC | 1,386 | $618.2K | 0.03% | +187+15.6% | Added |
| RiverPark Advisors, LLC | 1,385 | $617.7K | 0.51% | −75−5.1% | Reduced |
| Trust Point Inc. | 1,384 | $617.3K | 0.05% | −112−7.5% | Reduced |
| Keel Point, LLC | 1,260 | $617.2K | 0.06% | +98+8.4% | Added |
| Naples Global Advisors, LLC | 1,374 | $612.8K | 0.06% | 00.0% | Unchanged |
| Burney Co | 1,365 | $608.8K | 0.02% | +56+4.3% | Added |
| Smart Money Group LLC | 1,255 | $608.4K | 0.22% | +165+15.1% | Added |
| Heritage Wealth Management, Inc./Texas | 1,364 | $608.3K | 0.38% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 1,353 | $603.4K | 0.02% | −6−0.4% | Reduced |
| Allred Capital Management, LLC | 1,345 | $599.9K | 0.23% | +177+15.2% | Added |
| Everett Harris & Co | 1,345 | $599.9K | 0.01% | +457+51.5% | Added |
| Financial Insights, Inc. | 1,342 | $598.5K | 0.17% | −302−18.4% | Reduced |
| Michael B. Yongue | 1,333 | $594.5K | 0.51% | −86−6.1% | Reduced |
| Vestmark Advisory Solutions, Inc. | 1,323 | $590.1K | 0.02% | +4+0.3% | Added |
| Magellan Asset Management Ltd | 1,314 | $586.0K | 0.01% | +262+24.9% | Added |
| Royal Capital Wealth Management, LLC | 1,300 | $579.8K | 0.44% | 00.0% | Unchanged |
| First Affirmative Financial Network | 1,299 | $579.5K | 0.40% | +116+9.8% | Added |
| Benchmark Investment Advisors LLC | 1,283 | $572.3K | 0.41% | −14−1.1% | Reduced |
| Aquatic Capital Management LLC | 1,280 | $570.9K | 0.02% | −86,520−98.5% | Reduced |
| SFM, LLC | 1,271 | $566.7K | 0.43% | +22+1.8% | Added |
| Little House Capital LLC | 1,270 | $566.4K | 0.18% | 00.0% | Unchanged |
| Permanent Capital Management, LP | 1,063 | $560.5K | 0.12% | +1,063 | New |
| United Community Bank | 1,252 | $558.4K | 0.23% | −36−2.8% | Reduced |
| Country Club Bank | 1,238 | $555.8K | 0.04% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 1,245 | $555.3K | 0.25% | 00.0% | Unchanged |
| Wambolt & Associates, LLC | 1,243 | $554.8K | 0.16% | 00.0% | Unchanged |
| Orrstown Financial Services Inc | 1,242 | $553.9K | 0.29% | −70−5.3% | Reduced |
| Principle Wealth Partners LLC | 1,237 | $551.7K | 0.04% | +49+4.1% | Added |
| Smithfield Trust Co | 1,246 | $550.0K | 0.03% | +18+1.5% | Added |
| Westwood Holdings Group Inc. | 1,228 | $547.7K | 0.00% | +6+0.5% | Added |
| L2 Asset Management, LLC | 1,227 | $547.2K | 0.16% | +124+11.2% | Added |
| Mesirow Financial Investment Management, Inc. | 1,224 | $546.9K | 0.01% | −92−7.0% | Reduced |
| Joule Financial, LLC | 1,222 | $545.0K | 0.22% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 1,221 | $544.7K | 0.02% | +704+136.2% | Added |
| Chicago Partners Investment Group LLC | 1,113 | $543.6K | 0.02% | −32−2.8% | Reduced |
| Catalyst Financial Partners LLC | 1,217 | $542.8K | 0.12% | +146+13.6% | Added |
| Ferguson Wellman Capital Management, Inc | 1,216 | $542.3K | 0.01% | −6−0.5% | Reduced |
| Harbor Investment Advisory, LLC | 1,214 | $541.4K | 0.06% | +26+2.2% | Added |
| Symmetry Partners, LLC | 1,214 | $541.0K | 0.03% | −276−18.5% | Reduced |
| 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 |
| Trueblood Wealth Management, LLC | 1,196 | $533.4K | 0.30% | +35+3.0% | Added |
| Legacy Financial Advisors, Inc. | 1,193 | $532.2K | 0.09% | +60+5.3% | Added |
| Virtue Capital Management, LLC | 1,068 | $528.8K | 0.09% | −88−7.6% | Reduced |
| FJ Capital Management LLC | 1,185 | $528.5K | 0.06% | +1,185 | New |
| Bullock Wealth Management Group | 1,181 | $527.1K | 0.35% | +114+10.7% | Added |
| Tilia Fiduciary Partners, Inc. | 1,174 | $523.6K | 0.41% | +2+0.2% | Added |
| Stamos Capital Partners, L.P. | 1,170 | $521.8K | 0.11% | +1,170 | New |
| Fulton Bank, N.A. | 1,154 | $514.7K | 0.02% | +207+21.9% | Added |
| Beacon Bridge Wealth Partners, LLC | 1,154 | $514.6K | 0.24% | +20+1.8% | Added |
| Dividend Assets Capital, LLC | 1,148 | $512.0K | 0.10% | −363−24.0% | Reduced |
| Welch & Forbes LLC | 1,112 | $511.9K | 0.01% | +144+14.9% | Added |
| Paulson Wealth Management Inc. | 1,145 | $510.7K | 0.15% | 00.0% | Unchanged |
| 1776 Wealth LLC | 1,140 | $508.4K | 0.23% | +14+1.2% | Added |
| ORG Partners LLC | 1,138 | $508.2K | 0.06% | +946+492.7% | Added |
| Wallace Advisory Group, LLC | 1,139 | $508.0K | 0.37% | −80−6.6% | Reduced |
| Gen-Wealth Partners Inc | 1,137 | $507.1K | 0.25% | +110+10.7% | Added |
| Ameritas Advisory Services, LLC | 1,134 | $505.6K | 0.02% | +14+1.3% | Added |
| Meritage Portfolio Management | 1,132 | $505.0K | 0.03% | −47−4.0% | Reduced |
| Kingswood Wealth Advisors, LLC | 1,128 | $503.1K | 0.05% | +81+7.7% | Added |
| Cable Hill Partners, LLC | 1,127 | $502.6K | 0.05% | +1,127 | New |
| Dumont & Blake Investment Advisors LLC | 1,124 | $501.3K | 0.07% | +562+100.0% | Added |
| Nwam LLC | 1,123 | $500.9K | 0.15% | +80+7.7% | Added |
| Carret Asset Management, LLC | 1,123 | $500.9K | 0.06% | +1,123 | New |
| Proficio Capital Partners LLC | 1,120 | $499.4K | 0.05% | −79−6.6% | Reduced |
| BSW Wealth Partners | 1,114 | $496.9K | 0.08% | −4−0.4% | Reduced |
| Smith Shellnut Wilson LLC | 1,114 | $496.8K | 0.24% | 00.0% | Unchanged |
| Catalytic Wealth RIA, LLC | 1,113 | $496.4K | 0.10% | −181−14.0% | Reduced |
| Morningstar Investment Services LLC | 1,098 | $493.0K | 0.01% | +335+43.9% | Added |
| Kathmere Capital Management, LLC | 1,101 | $491.0K | 0.05% | +172+18.5% | Added |
| Assetmark, Inc | 1,090 | $486.1K | 0.00% | −7,300−87.0% | Reduced |
| ICW Investment Advisors LLC | 1,089 | $485.5K | 0.22% | −5−0.5% | Reduced |
| Sunbelt Securities, Inc. | 1,088 | $485.4K | 0.05% | −45−4.0% | Reduced |
| TCG Advisory Services, LLC | 1,088 | $485.2K | 0.02% | −25−2.2% | Reduced |
| Shulman DeMeo Asset Management LLC | 1,087 | $485.0K | 0.13% | +1+0.1% | Added |
| Callan Capital, LLC | 1,084 | $483.5K | 0.04% | +24+2.3% | Added |
| Elgethun Capital Management | 1,083 | $483.2K | 0.12% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,081 | $481.9K | 0.02% | +483+80.8% | 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 |
| WR Wealth Planners, LLC | 1,076 | $479.9K | 0.15% | +19+1.8% | Added |
| Petrus Trust Company, LTA | 1,073 | $478.6K | 0.04% | 00.0% | Unchanged |
| Quent Capital, LLC | 1,068 | $476.3K | 0.05% | +115+12.1% | Added |
| Nilsine Partners, LLC | 1,067 | $475.9K | 0.06% | +25+2.4% | Added |
| Empirical Asset Management, LLC | 4,374 | $470.2K | 0.18% | +2,826+182.6% | Added |
| Applied Capital LLC | 1,052 | $469.2K | 0.41% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 1,052 | $469.1K | 0.03% | +250+31.2% | Added |
| Caldwell Trust Co | 1,048 | $467.4K | 0.05% | +246+30.7% | Added |
| Accel Wealth Management | 1,043 | $465.2K | 0.19% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 1,042 | $464.8K | 0.13% | +29+2.9% | Added |
| West Family Investments, Inc. | 1,040 | $463.8K | 0.14% | +9+0.9% | Added |
| Prosperity Financial Group, Inc. | 1,039 | $463.4K | 0.29% | +70+7.2% | Added |
| Occudo Quantitative Strategies LP | 1,038 | $462.9K | 0.08% | +1,038 | New |
| Parkside Financial Bank & Trust | 1,036 | $462.1K | 0.07% | +44+4.4% | Added |
| Centerpoint Advisors, LLC | 1,035 | $462.0K | 0.17% | −9−0.9% | Reduced |
| First National Bank & Trust Co of Newtown | 1,028 | $458.5K | 0.09% | +1,028 | New |
| Global X Japan Co., Ltd. | 1,027 | $458.0K | 0.06% | +100+10.8% | Added |