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Livermore
Livermore
ZHEN

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, Q3 2024

Institutional positions in S&P Global Inc. as of Sep 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
1,937
+115 vs. Q2 2024
Shares held
271.9M
+25.9M (+10.5%) vs. Q2 2024
Total value
$140.2B
+$30.5B (+27.8%) vs. Q2 2024
New holders
197
710 more added
Sold out
82
751 more reduced

21 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2024: 1,937 institutions
Q1 2021: 1,300 institutionsQ2 2021: 1,358 institutionsQ3 2021: 1,417 institutionsQ4 2021: 1,541 institutionsQ1 2022: 1,650 institutionsQ2 2022: 1,559 institutionsQ3 2022: 1,501 institutionsQ4 2022: 1,571 institutionsQ1 2023: 1,598 institutionsQ2 2023: 1,622 institutionsQ3 2023: 1,625 institutionsQ4 2023: 1,774 institutionsQ1 2024: 1,836 institutionsQ2 2024: 1,843 institutionsQ3 2024: 1,937 institutionsQ4 2024: 2,046 institutionsQ1 2025: 2,082 institutionsQ2 2025: 2,068 institutionsQ3 2025: 2,059 institutionsQ4 2025: 2,204 institutionsQ1 2026: 2,127 institutionsQ2 2026: 2,076 institutions
Value heldQ3 2024: $140.2B
Q1 2021: $76.2BQ2 2021: $92.0BQ3 2021: $95.7BQ4 2021: $107.5BQ1 2022: $127.4BQ2 2022: $99.6BQ3 2022: $87.7BQ4 2022: $93.8BQ1 2023: $95.3BQ2 2023: $111.1BQ3 2023: $100.4BQ4 2023: $121.3BQ1 2024: $115.2BQ2 2024: $121.4BQ3 2024: $140.2BQ4 2024: $134.2BQ1 2025: $135.4BQ2 2025: $140.5BQ3 2025: $126.8BQ4 2025: $137.4BQ1 2026: $108.7BQ2 2026: $105.7B
Institutions holding SPGI and their total value by quarter
QuarterHoldersValue
Q2 20262,076$105.7B
Q1 20262,127$108.7B
Q4 20252,204$137.4B
Q3 20252,059$126.8B
Q2 20252,068$140.5B
Q1 20252,082$135.4B
Q4 20242,046$134.2B
Q3 20241,937$140.2B
Q2 20241,843$121.4B
Q1 20241,836$115.2B
Q4 20231,774$121.3B
Q3 20231,625$100.4B
Q2 20231,622$111.1B
Q1 20231,598$95.3B
Q4 20221,571$93.8B
Q3 20221,501$87.7B
Q2 20221,559$99.6B
Q1 20221,650$127.4B
Q4 20211,541$107.5B
Q3 20211,417$95.7B
Q2 20211,358$92.0B
Q1 20211,300$76.2B

Institutions, Q3 2024

Shares, value and share of portfolio for each institution holding S&P Global Inc.; share changes are against Q2 2024.

Institutions holding SPGI in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Pacific Center for Financial Services0$100.00%0Unchanged
Dogwood Wealth Management LLC0$230.00%0Unchanged
Y.D. More Investments Ltd205$2850.00%+34+19.9%Added
PEAK6 Investments LLC1$6360.00%−1−50.0%Reduced
Transamerica Financial Advisors, Inc.2$1.00K0.00%−183−98.9%Reduced
Migdal Insurance & Financial Holdings Ltd.2$1.00K0.00%−102−98.1%Reduced
WealthCollab, LLC2$1.03K0.00%00.0%Unchanged
Chesapeake Asset Management LLC3$1.55K0.00%+3New
Kimelman & Baird, LLC3$1.55K0.00%00.0%Unchanged
ClariVest Asset Management LLC4$1.80K0.00%00.0%Unchanged
Householder Group Estate & Retirement Specialist, LLC5$2.00K0.00%−57−91.9%Reduced
Valley National Advisers Inc5$2.00K0.00%−35−87.5%Reduced
Cedar Wealth Management, LLC4$2.07K0.00%00.0%Unchanged
Northwest Capital Management Inc4$2.07K0.00%00.0%Unchanged
Davis Capital Management4$2.07K0.00%+4New
1620 Investment Advisors, Inc.300$2.11K0.00%+300New
Country Trust Bank5$2.58K0.00%00.0%Unchanged
JDM Financial Group LLC5$2.58K0.00%+5New
Iron Horse Wealth Management, LLC6$3.10K0.00%00.0%Unchanged
WestEnd Advisors, LLC6$3.10K0.00%+1+20.0%Added
Burkett Financial Services, LLC6$3.10K0.00%+6New
NVWM, LLC7$3.62K0.00%00.0%Unchanged
Kozak & Associates, Inc.7$3.70K0.00%+7New
Core Alternative Capital8$4.13K0.00%00.0%Unchanged
ESL Trust Services, LLC8$4.13K0.00%00.0%Unchanged
Tucker Asset Management LLC8$4.13K0.00%00.0%Unchanged
TruNorth Capital Management, LLC8$4.13K0.00%+8New
Twin Lakes Capital Management, LLC8$4.28K0.00%00.0%Unchanged
C M Bidwell & Associates Ltd9$4.65K0.00%+9New
Sound Income Strategies, LLC9$4.65K0.00%+9New
Mendota Financial Group, LLC9$4.65K0.00%+9New
TD Capital Management LLC9$4.66K0.00%+5+125.0%Added
Jamison Private Wealth Management, Inc.9$4.76K0.00%00.0%Unchanged
Stuart Chaussee & Associates, Inc.10$5.17K0.00%00.0%Unchanged
Redmont Wealth Advisors LLC10$5.17K0.01%00.0%Unchanged
Riggs Asset Managment Co. Inc.10$5.17K0.00%00.0%Unchanged
Vermillion & White Wealth Management Group, LLC11$5.68K0.00%00.0%Unchanged
Contravisory Investment Management, Inc.11$5.68K0.00%+6+120.0%Added
Claris Advisors, LLC11$5.68K0.00%+11New
Westside Investment Management, Inc.12$5.89K0.00%00.0%Unchanged
Front Row Advisors LLC12$6.20K0.00%00.0%Unchanged
Creekmur Asset Management LLC12$6.20K0.00%+6+100.0%Added
JNBA Financial Advisors12$6.20K0.00%00.0%Unchanged
Trifecta Capital Advisors, LLC12$6.20K0.00%00.0%Unchanged
SJS Investment Consulting Inc.13$6.72K0.00%00.0%Unchanged
First PREMIER Bank14$7.00K0.00%00.0%Unchanged
Sittner & Nelson, LLC14$7.23K0.00%00.0%Unchanged
Truvestments Capital LLC14$7.23K0.00%+14New
Highline Wealth Partners LLC14$7.24K0.00%+5+55.6%Added
Fairman Group, LLC17$8.78K0.01%00.0%Unchanged
Gables Capital Management Inc.18$9.30K0.00%+18New
Reston Wealth Management LLC18$9.30K0.00%+18New
DiNuzzo Private Wealth, Inc.18$9.30K0.00%+1+5.9%Added
Pineridge Advisors LLC21$10.8K0.00%−13−38.2%Reduced
Harvest Fund Management Co., Ltd21$11.0K0.00%+21New
Christopher J. Hasenberg, Inc22$11.4K0.00%+22New
Main Street Group, LTD23$11.9K0.00%+10+76.9%Added
Heritage Wealth Advisors24$12.4K0.00%+24New
FWL Investment Management, LLC25$12.9K0.00%00.0%Unchanged
Avion Wealth27$13.0K0.00%+4+17.4%Added
North Star Investment Management Corp.26$13.4K0.00%00.0%Unchanged
Cedar Mountain Advisors, LLC26$13.4K0.00%00.0%Unchanged
IMA Wealth, Inc.26$13.4K0.00%+26New
Mattson Financial Services, LLC31$13.8K0.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC27$13.9K0.00%00.0%Unchanged
Aspire Private Capital, LLC27$13.9K0.00%+16+145.5%Added
South State Corp.27$14.0K0.00%00.0%Unchanged
Semmax Financial Advisors Inc.28$14.1K0.00%+12+75.0%Added
Beaird Harris Wealth Management, LLC28$14.5K0.00%00.0%Unchanged
Hazlett, Burt & Watson, Inc.29$15.0K0.01%00.0%Unchanged
Legacy Investment Solutions, LLC30$15.3K0.01%+30New
Legacy Wealth Managment, LLC30$15.3K0.01%+30New
Red Tortoise LLC30$15.4K0.01%00.0%Unchanged
Coastline Trust Co30$15.5K0.00%+30New
CBIZ Investment Advisory Services, LLC30$15.5K0.00%00.0%Unchanged
Atlantic Edge Private Wealth Management, LLC32$16.5K0.01%+32New
SOA Wealth Advisors, LLC.32$16.6K0.00%+11+52.4%Added
Peterson Financial Group, Inc.32$16.6K0.06%+32New
Annapolis Financial Services, LLC32$16.7K0.00%+1+3.2%Added
Salomon & Ludwin, LLC34$17.6K0.00%+8+30.8%Added
Battery Global Advisors, LLC36$18.7K0.01%+36New
Washington Trust Advisors, Inc.38$19.6K0.00%00.0%Unchanged
Northwest Financial Advisors40$20.6K0.02%+40New
Silicon Valley Capital Partners40$20.9K0.00%00.0%Unchanged
PrairieView Partners, LLC41$21.0K0.00%00.0%Unchanged
TCTC Holdings, LLC41$21.2K0.00%00.0%Unchanged
DSM Capital Partners LLC42$21.7K0.00%00.0%Unchanged
Altshuler Shaham Ltd42$21.7K0.00%+42New
BFSG, LLC42$21.7K0.00%00.0%Unchanged
Creative Capital Management Investments LLC43$22.2K0.01%00.0%Unchanged
Cherry Tree Wealth Management, LLC44$22.5K0.01%00.0%Unchanged
Valued Wealth Advisors LLC50$26.1K0.02%−18−26.5%Reduced
Pacific Capital Wealth Advisors, Inc53$27.4K0.00%−23−30.3%Reduced
Northwest Investment Counselors, LLC53$27.4K0.01%+53New
Oliver Lagore Vanvalin Investment Group55$28.5K0.01%+8+17.0%Added
New Age Alpha Advisors, LLC56$28.9K0.02%+33+143.5%Added
First Personal Financial Services56$28.9K0.01%+56New
Raffa Wealth Management, LLC59$30.5K0.01%00.0%Unchanged
Private Wealth Management Group, LLC59$30.5K0.01%+1+1.7%Added
Capital Performance Advisors LLP59$30.7K0.01%+59New