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 |
|---|---|---|---|---|---|
| Marco Investment Management LLC | 588 | $262.2K | 0.02% | 00.0% | Unchanged |
| Affinity Capital Advisors, LLC | 587 | $261.8K | 0.05% | −1−0.2% | Reduced |
| Oarsman Capital, Inc. | 586 | $261.4K | 0.06% | +7+1.2% | Added |
| IVC Wealth Advisors LLC | 582 | $259.6K | 0.15% | +15+2.6% | Added |
| 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 |
| Compass Ion Advisors, LLC | 607 | $258.3K | 0.04% | 00.0% | Unchanged |
| Goodman Advisory Group, LLC | 576 | $256.9K | 0.08% | −80−12.2% | Reduced |
| Capital Market Strategies LLC | 575 | $256.4K | 0.16% | 00.0% | Unchanged |
| StrongBox Wealth, LLC | 575 | $256.4K | 0.12% | 00.0% | Unchanged |
| Key Financial Inc | 571 | $254.7K | 0.06% | +180+46.0% | Added |
| Forbes J M & Co LLP | 569 | $253.8K | 0.03% | 00.0% | Unchanged |
| First Nebraska Trust Co | 567 | $252.9K | 0.03% | 00.0% | Unchanged |
| Marex Group plc | 565 | $252.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| Hill Investment Group Partners, LLC | 507 | $251.2K | 0.03% | +7+1.4% | Added |
| Bouchey Financial Group Ltd | 564 | $251.0K | 0.02% | +16+2.9% | Added |
| Eqis Capital Management, Inc. | 563 | $250.9K | 0.02% | −88−13.5% | Reduced |
| Convergence Investment Partners, LLC | 562 | $250.5K | 0.07% | −8−1.4% | Reduced |
| Salem Investment Counselors Inc | 557 | $248.4K | 0.01% | −66−10.6% | Reduced |
| VisionPoint Advisory Group, LLC | 556 | $248.0K | 0.09% | −41−6.9% | Reduced |
| Darwin Advisors, LLC | 556 | $248.0K | 0.12% | +55+11.0% | Added |
| Wayfinding Financial, LLC | 554 | $247.0K | 0.14% | +554 | New |
| Renasant Bank | 553 | $246.6K | 0.17% | +553 | New |
| Phillips Wealth Planners LLC | 528 | $246.0K | 0.26% | +22+4.3% | Added |
| Aviso Wealth Management | 551 | $245.8K | 0.15% | +28+5.4% | Added |
| Concord Asset Management, LLC | 549 | $244.9K | 0.06% | −1−0.2% | Reduced |
| Financial Alternatives, Inc | 548 | $244.4K | 0.18% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 546 | $243.5K | 0.01% | −6−1.1% | Reduced |
| Independent Financial Group, LLC | 544 | $242.7K | 0.01% | +544 | New |
| Blackston Financial Advisory Group, LLC | 539 | $240.4K | 0.13% | +539 | New |
| Liberty One Investment Management, LLC | 538 | $240.0K | 0.03% | +247+84.9% | Added |
| Cary Street Partners Asset Management LLC | 538 | $239.9K | 0.04% | +538 | New |
| Principal Street Partners, LLC | 537 | $239.4K | 0.04% | 00.0% | Unchanged |
| Wilkins Investment Counsel Inc | 535 | $238.6K | 0.04% | 00.0% | Unchanged |
| Invenio Wealth Partners LLC | 534 | $238.2K | 0.12% | −367−40.7% | Reduced |
| Ewa, LLC | 478 | $237.0K | 0.10% | +8+1.7% | Added |
| Ruane, Cunniff & Goldfarb L.P. | 531 | $236.8K | 0.00% | 00.0% | Unchanged |
| Copperwynd Financial, LLC | 488 | $236.6K | 0.08% | +488 | New |
| Fulton Breakefield Broenniman LLC | 530 | $236.4K | 0.02% | +2+0.4% | Added |
| Great Valley Advisor Group, Inc. | 529 | $236.1K | 0.01% | −7−1.3% | Reduced |
| Deseret Mutual Benefit Administrators | 529 | $235.9K | 0.11% | −60−10.2% | Reduced |
| Silver Lake Advisory, LLC | 528 | $235.6K | 0.11% | −24−4.3% | Reduced |
| Sound View Wealth Advisors Group, LLC | 525 | $234.3K | 0.02% | −22−4.0% | Reduced |
| Vista Wealth Management Group, LLC | 519 | $231.6K | 0.02% | −33−6.0% | Reduced |
| Financial Perspectives, Inc | 519 | $231.6K | 0.09% | 00.0% | Unchanged |
| Stephens Investment Management Group LLC | 519 | $231.5K | 0.00% | +10+2.0% | Added |
| New Republic Capital, LLC | 518 | $231.1K | 0.12% | +20+4.0% | Added |
| McDaniel Terry & Co | 515 | $230.0K | 0.02% | −75−12.7% | Reduced |
| Covestor Ltd | 516 | $230.0K | 0.15% | +29+6.0% | Added |
| Pinnacle Bancorp, Inc. | 514 | $229.2K | 0.07% | 00.0% | Unchanged |
| Moss Adams Wealth Advisors LLC | 514 | $229.2K | 0.03% | +514 | New |
| Callan Family Office, LLC | 513 | $228.8K | 0.04% | +513 | New |
| Five Oceans Advisors | 512 | $228.4K | 0.12% | −5−1.0% | Reduced |
| Independent Wealth Network Inc. | 512 | $228.4K | 0.11% | +18+3.6% | Added |
| Bragg Financial Advisors, Inc | 511 | $227.9K | 0.01% | −8−1.5% | Reduced |
| MGO Private Wealth, LLC | 511 | $227.9K | 0.14% | 00.0% | Unchanged |
| BCJ Capital Management, LLC | 511 | $227.9K | 0.02% | +37+7.8% | Added |
| Moody Aldrich Partners LLC | 509 | $227.0K | 0.04% | +3+0.6% | Added |
| Arete Wealth Advisors, LLC | 510 | $227.0K | 0.02% | +510 | New |
| SFMG, LLC | 507 | $226.1K | 0.02% | −1−0.2% | Reduced |
| GGM Financials LLC | 504 | $224.9K | 0.21% | +504 | New |
| Grimes & Company, Inc. | 502 | $224.1K | 0.01% | −10−2.0% | Reduced |
| Claret Asset Management Corp | 503 | $224.0K | 0.04% | +503 | New |
| Ipswich Investment Management Co., Inc. | 501 | $223.4K | 0.05% | 00.0% | Unchanged |
| Traphagen Investment Advisors LLC | 500 | $223.0K | 0.02% | −155−23.7% | Reduced |
| Rock Point Advisors, LLC | 500 | $223.0K | 0.07% | −75−13.0% | Reduced |
| Aurora Private Wealth, Inc. | 500 | $223.0K | 0.20% | 00.0% | Unchanged |
| TradeLink Capital LLC | 500 | $223.0K | 0.64% | +500 | New |
| Sunpointe, LLC | 498 | $222.1K | 0.14% | +498 | New |
| Stratos Wealth Advisors, LLC | 495 | $221.1K | 0.01% | −499−50.2% | Reduced |
| MGB Wealth Management, LLC | 463 | $220.9K | 0.08% | +463 | New |
| Next Capital Management LLC | 495 | $220.8K | 0.09% | +495 | New |
| Trust Co of Toledo NA | 491 | $219.0K | 0.03% | 00.0% | Unchanged |
| Grant/GrossMendelsohn, LLC | 490 | $218.5K | 0.10% | 00.0% | Unchanged |
| Portland Global Advisors LLC | 490 | $218.5K | 0.03% | +490 | New |
| Scissortail Wealth Management, LLC | 486 | $216.9K | 0.06% | +486 | New |
| Hengehold Capital Management LLC | 486 | $216.8K | 0.02% | +4+0.8% | Added |
| Hyperion Partners, LLC | 484 | $215.9K | 0.15% | +484 | New |
| Tandem Capital Management Corp | 475 | $215.3K | 0.12% | +475 | New |
| Paragon Private Wealth Management, LLC | 481 | $214.5K | 0.12% | +481 | New |
| MONECO Advisors, LLC | 481 | $214.4K | 0.03% | +481 | New |
| EverSource Wealth Advisors, LLC | 441 | $213.5K | 0.01% | +7+1.6% | Added |
| Smith Anglin Financial, LLC | 477 | $212.8K | 0.02% | 00.0% | Unchanged |
| West Bancorporation Inc | 477 | $212.7K | 0.16% | −5−1.0% | Reduced |
| Moloney Securities Asset Management, LLC | 477 | $212.7K | 0.03% | +477 | New |
| Washington Trust Bank | 476 | $212.3K | 0.02% | −43−8.3% | Reduced |
| Congress Wealth Management LLC | 475 | $212.2K | 0.00% | +475 | New |
| Argonautica Private Wealth Management, Inc | 474 | $211.4K | 0.07% | 00.0% | Unchanged |
| Aveo Capital Partners, LLC | 473 | $211.0K | 0.02% | −35−6.9% | Reduced |
| Single Point Partners, LLC | 470 | $210.0K | 0.36% | −5−1.1% | Reduced |
| Hendershot Investments Inc. | 470 | $209.6K | 0.03% | 00.0% | Unchanged |
| Canal Capital Management, LLC | 469 | $209.2K | 0.04% | +469 | New |
| Avantax Planning Partners, Inc. | 466 | $207.8K | 0.01% | +466 | New |
| Novak & Powell Financial Services, Inc. | 466 | $207.6K | 0.13% | +466 | New |
| Leonteq Securities AG | 465 | $207.4K | 0.03% | −302−39.4% | Reduced |
| True North Advisors, LLC | 465 | $207.4K | 0.06% | −22−4.5% | Reduced |
| Wynn Capital, LLC | 464 | $206.9K | 0.15% | +464 | New |