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 |
|---|---|---|---|---|---|
| Cary Street Partner Investment Advisory LLC | 5,093 | $2.27M | 0.09% | +1,405+38.1% | Added |
| Meyer Handelman Co | 5,070 | $2.26M | 0.08% | −4,330−46.1% | Reduced |
| Viking Fund Management LLC | 5,000 | $2.23M | 0.40% | 00.0% | Unchanged |
| JGP Global Gestao de Recursos Ltda. | 5,000 | $2.23M | 2.83% | +2,000+66.7% | Added |
| Robertson Stephens Wealth Management, LLC | 4,994 | $2.23M | 0.12% | +156+3.2% | Added |
| Parallel Advisors, LLC | 4,983 | $2.22M | 0.06% | −47−0.9% | Reduced |
| Harrell Investment Partners, LLC | 4,964 | $2.21M | 0.64% | +16+0.3% | Added |
| Waverton Investment Management Ltd | 4,953 | $2.21M | 0.04% | −96−1.9% | Reduced |
| Point Break Capital Management, LLC | 4,939 | $2.20M | 2.39% | +2,245+83.3% | Added |
| American Money Management, LLC | 4,929 | $2.20M | 0.47% | −234−4.5% | Reduced |
| Sequoia Financial Advisors, LLC | 4,902 | $2.19M | 0.03% | +243+5.2% | Added |
| Pensionmark Financial Group, LLC | 4,884 | $2.18M | 0.14% | +2,816+136.2% | Added |
| Dohj, LLC | 4,882 | $2.18M | 0.54% | +214+4.6% | Added |
| SkyView Investment Advisors, LLC | 4,838 | $2.16M | 0.38% | +641+15.3% | Added |
| IFP Advisors, Inc | 4,825 | $2.15M | 0.09% | −214−4.2% | Reduced |
| Central Pacific Bank - Trust Division | 4,824 | $2.15M | 0.26% | −763−13.7% | Reduced |
| Advanced Portfolio Management, LLC | 4,801 | $2.14M | 1.48% | 00.0% | Unchanged |
| Sciencast Management LP | 4,798 | $2.14M | 0.74% | +4,798 | New |
| Profund Advisors LLC | 4,796 | $2.14M | 0.08% | −125−2.5% | Reduced |
| Fosun International Ltd | 4,790 | $2.14M | 0.72% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 4,766 | $2.13M | 0.06% | +152+3.3% | Added |
| Enterprise Bank & Trust Co | 4,759 | $2.12M | 0.72% | −20−0.4% | Reduced |
| IMS Capital Management | 4,256 | $2.12M | 0.99% | +30+0.7% | Added |
| Davy Global Fund Management Ltd | 4,734 | $2.11M | 0.24% | +874+22.6% | Added |
| Lake Street Advisors Group, LLC | 4,726 | $2.11M | 0.10% | +28+0.6% | Added |
| Ibex Wealth Advisors | 4,690 | $2.09M | 0.33% | +4,690 | New |
| Cordatus Wealth Management LLC | 4,683 | $2.09M | 0.78% | −160−3.3% | Reduced |
| Cornercap Investment Counsel Inc | 4,672 | $2.08M | 0.34% | −27−0.6% | Reduced |
| Ashford Capital Management Inc | 4,644 | $2.07M | 0.28% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 4,634 | $2.07M | 0.10% | +1,228+36.1% | Added |
| American State Bank (Iowa) | 4,625 | $2.06M | 1.32% | +37+0.8% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 4,619 | $2.06M | 0.81% | +420+10.0% | Added |
| Boston Private Wealth LLC | 4,607 | $2.05M | 0.05% | −552−10.7% | Reduced |
| MMBG Investment Advisors Co. | 4,575 | $2.04M | 0.22% | 00.0% | Unchanged |
| Waratah Capital Advisors Ltd. | 4,574 | $2.04M | 0.12% | −113−2.4% | Reduced |
| Rodgers Brothers Inc. | 4,571 | $2.04M | 0.28% | +6+0.1% | Added |
| Regal Investment Advisors LLC | 4,546 | $2.03M | 0.13% | +29+0.6% | Added |
| Chemistry Wealth Management LLC | 4,543 | $2.03M | 0.52% | +23+0.5% | Added |
| K.J. Harrison & Partners Inc | 4,541 | $2.03M | 0.33% | −11,112−71.0% | Reduced |
| Group One Trading, L.P. | 4,526 | $2.02M | 0.06% | +4,526 | New |
| Okabena Investment Services Inc | 4,525 | $2.02M | 0.64% | −725−13.8% | Reduced |
| Great Lakes Retirement, Inc. | 4,524 | $2.02M | 0.28% | +21+0.5% | Added |
| Capstone Investment Advisors, LLC | 4,516 | $2.01M | 0.04% | −3,249−41.8% | Reduced |
| Chatham Capital Group, Inc. | 4,501 | $2.01M | 0.35% | +21+0.5% | Added |
| Whitener Capital Management, Inc. | 4,500 | $2.01M | 0.61% | 00.0% | Unchanged |
| Crestline Management, LP | 4,493 | $2.00M | 0.16% | −9,730−68.4% | Reduced |
| AXS Investments LLC | 4,471 | $1.99M | 0.56% | −38−0.8% | Reduced |
| Blue Fin Capital, Inc. | 4,469 | $1.99M | 0.40% | +282+6.7% | Added |
| Trium Capital LLP | 4,454 | $1.99M | 0.70% | +1,502+50.9% | Added |
| Engineers Gate Manager LP | 4,452 | $1.99M | 0.04% | −22,544−83.5% | Reduced |
| Montag A & Associates Inc | 4,440 | $1.98M | 0.10% | −183−4.0% | Reduced |
| WealthShield Partners, LLC | 4,432 | $1.98M | 0.30% | +482+12.2% | Added |
| Lederer & Associates Investment Counsel | 4,429 | $1.98M | 1.43% | −254−5.4% | Reduced |
| Decatur Capital Management, Inc. | 4,333 | $1.93M | 0.94% | +116+2.8% | Added |
| Quadcap Wealth Management, LLC | 4,330 | $1.93M | 0.35% | +901+26.3% | Added |
| Peloton Wealth Strategists | 4,323 | $1.93M | 0.79% | −133−3.0% | Reduced |
| Westpac Banking Corp | 4,288 | $1.91M | 0.15% | 00.0% | Unchanged |
| National Asset Management, Inc. | 4,261 | $1.90M | 0.05% | −362−7.8% | Reduced |
| Atom Investors LP | 4,210 | $1.88M | 0.19% | −1,033−19.7% | Reduced |
| Roundview Capital LLC | 4,209 | $1.88M | 0.15% | +122+3.0% | Added |
| Flagship Harbor Advisors, LLC | 4,198 | $1.87M | 0.11% | −167−3.8% | Reduced |
| Valeo Financial Advisors, LLC | 4,159 | $1.85M | 0.06% | +283+7.3% | Added |
| Cozad Asset Management Inc | 4,156 | $1.85M | 0.18% | +163+4.1% | Added |
| Parsons Capital Management Inc | 4,120 | $1.84M | 0.13% | −53−1.3% | Reduced |
| GYL Financial Synergies, LLC | 4,109 | $1.83M | 0.14% | +173+4.4% | Added |
| Excalibur Management Corp | 4,079 | $1.82M | 0.74% | +51+1.3% | Added |
| Avitas Wealth Management LLC | 4,070 | $1.82M | 0.27% | −37−0.9% | Reduced |
| Oppenheimer & Co Inc | 4,056 | $1.81M | 0.03% | +487+13.6% | Added |
| Integrated Wealth Concepts LLC | 4,047 | $1.81M | 0.02% | +453+12.6% | Added |
| OV Management LLC | 4,047 | $1.80M | 1.26% | +47+1.2% | Added |
| GeoWealth Management, LLC | 4,022 | $1.79M | 0.08% | +986+32.5% | Added |
| Steel Peak Wealth Management LLC | 4,011 | $1.79M | 0.08% | +1,003+33.3% | Added |
| Belpointe Asset Management LLC | 4,005 | $1.79M | 0.12% | −57−1.4% | Reduced |
| Congress Asset Management Co | 4,000 | $1.78M | 0.01% | −201−4.8% | Reduced |
| Madison Asset Management, LLC | 3,973 | $1.77M | 0.02% | −1,686−29.8% | Reduced |
| Landscape Capital Management, L.L.C. | 3,971 | $1.77M | 0.15% | 00.0% | Unchanged |
| ING Groep NV | 3,928 | $1.75M | 0.01% | −921−19.0% | Reduced |
| Guyasuta Investment Advisors Inc | 3,973 | $1.75M | 0.13% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 3,919 | $1.75M | 0.14% | −77−1.9% | Reduced |
| Coronation Fund Managers Ltd. | 3,917 | $1.75M | 0.10% | −4,496−53.4% | Reduced |
| Schechter Investment Advisors, LLC | 3,912 | $1.74M | 0.13% | +225+6.1% | Added |
| Wedmont Private Capital | 3,622 | $1.73M | 0.11% | +470+14.9% | Added |
| Fifth Third Wealth Advisors LLC | 3,867 | $1.72M | 0.13% | +2,771+252.8% | Added |
| Silverlake Wealth Management LLC | 3,847 | $1.72M | 0.70% | +3,847 | New |
| Trust Asset Management LLC | 3,825 | $1.71M | 0.14% | 00.0% | Unchanged |
| First Bank & Trust | 3,803 | $1.70M | 0.35% | −8−0.2% | Reduced |
| Hamilton Point Investment Advisors, LLC | 3,800 | $1.69M | 0.33% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 3,483 | $1.69M | 0.15% | +1,838+111.7% | Added |
| Chilton Investment Co LLC | 3,784 | $1.69M | 0.05% | −327−8.0% | Reduced |
| Barlow Wealth Partners, Inc. | 3,503 | $1.69M | 0.23% | −34,352−90.7% | Reduced |
| Evercore Wealth Management, LLC | 3,780 | $1.69M | 0.03% | −13−0.3% | Reduced |
| Arden Trust Co | 3,767 | $1.68M | 0.23% | +17+0.5% | Added |
| Private Trust Co NA | 3,750 | $1.67M | 0.18% | −312−7.7% | Reduced |
| Benjamin Edwards Inc | 3,749 | $1.67M | 0.32% | −26−0.7% | Reduced |
| Redwood Investment Management, LLC | 3,496 | $1.67M | 0.14% | +3,496 | New |
| Citizens Financial Group Inc | 3,730 | $1.66M | 0.04% | +19+0.5% | Added |
| Mission Wealth Management, LP | 3,730 | $1.66M | 0.05% | +253+7.3% | Added |
| Snider Financial Group | 3,725 | $1.66M | 0.64% | +258+7.4% | Added |
| Western Wealth Management, LLC | 3,725 | $1.66M | 0.12% | +647+21.0% | Added |
| First Hawaiian Bank | 3,722 | $1.66M | 0.06% | −4,845−56.6% | Reduced |