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.
| 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, Q3 2024
Shares, value and share of portfolio for each institution holding S&P Global Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Aaron Wealth Advisors | 3,178 | $1.64M | 0.20% | +228+7.7% | Added |
| Dorsey & Whitney Trust CO LLC | 3,180 | $1.64M | 0.09% | +206+6.9% | Added |
| Checchi Capital Advisers, LLC | 3,189 | $1.65M | 0.12% | +66+2.1% | Added |
| Leonteq Securities AG | 3,195 | $1.65M | 0.19% | +2,730+587.1% | Added |
| Central Valley Advisors, LLC | 3,215 | $1.66M | 0.94% | +76+2.4% | Added |
| Aptus Capital Advisors, LLC | 3,221 | $1.66M | 0.03% | +412+14.7% | Added |
| Penserra Capital Management LLC | 3,240 | $1.67M | 0.04% | +1,726+114.0% | Added |
| Cigna Investments Inc | 3,245 | $1.68M | 0.30% | +3+0.1% | Added |
| Fort Point Capital Partners LLC | 3,254 | $1.68M | 0.21% | −15−0.5% | Reduced |
| Cornercap Investment Counsel Inc | 3,256 | $1.68M | 0.50% | −1,416−30.3% | Reduced |
| Old National Bancorp | 3,272 | $1.69M | 0.04% | +39+1.2% | Added |
| Proequities, Inc. | 3,281 | $1.70M | 0.10% | −429−11.6% | Reduced |
| Waterloo Capital, L.P. | 3,295 | $1.70M | 0.19% | +741+29.0% | Added |
| HBK Sorce Advisory LLC | 3,299 | $1.70M | 0.05% | −138−4.0% | Reduced |
| Lazard Freres Gestion S.A.S. | 3,305 | $1.71M | 0.04% | +250+8.2% | Added |
| Wealth Alliance | 3,333 | $1.72M | 0.21% | −57−1.7% | Reduced |
| Redwood Investment Management, LLC | 3,360 | $1.72M | 0.15% | −136−3.9% | Reduced |
| Fosun International Ltd | 3,360 | $1.74M | 0.57% | −1,430−29.9% | Reduced |
| Ronald Blue Trust, Inc. | 3,897 | $1.74M | 0.02% | +97+2.6% | Added |
| Nichols & Pratt Advisers LLP | 3,378 | $1.75M | 0.11% | +100+3.1% | Added |
| Quadrant Capital Group LLC | 3,387 | $1.75M | 0.12% | +37+1.1% | Added |
| Lecap Asset Management Ltd | 3,388 | $1.75M | 0.38% | +3,388 | New |
| Virtu Financial LLC | 3,393 | $1.75M | 0.10% | +3,393 | New |
| Wolverine Trading, LLC | 3,426 | $1.76M | 0.05% | −48−1.4% | Reduced |
| Summit Trail Advisors, LLC | 3,414 | $1.76M | 0.04% | +889+35.2% | Added |
| Davis R M Inc | 3,426 | $1.77M | 0.03% | −2−0.1% | Reduced |
| Reynders McVeigh Capital Management, LLC | 3,430 | $1.77M | 0.09% | 00.0% | Unchanged |
| Barlow Wealth Partners, Inc. | 3,503 | $1.77M | 0.23% | 00.0% | Unchanged |
| Platform Technology Partners | 3,448 | $1.78M | 0.56% | +26+0.8% | Added |
| First Hawaiian Bank | 3,481 | $1.80M | 0.06% | −241−6.5% | Reduced |
| Icon Wealth Advisors, LLC | 3,484 | $1.80M | 0.15% | +10.0% | Added |
| Broadwater Capital Management LLC | 3,520 | $1.82M | 1.34% | 00.0% | Unchanged |
| Tealwood Asset Management Inc | 3,553 | $1.84M | 0.80% | +3,553 | New |
| Portfolio Design Labs, LLC | 3,557 | $1.84M | 0.51% | +3,557 | New |
| Legacy Capital Wealth Partners, LLC | 3,575 | $1.85M | 0.37% | +1,653+86.0% | Added |
| Transform Wealth, LLC | 3,580 | $1.85M | 0.12% | 00.0% | Unchanged |
| AAFMAA Wealth Management & Trust LLC | 3,587 | $1.85M | 0.82% | −90−2.4% | Reduced |
| Boston Trust Walden Corp | 3,589 | $1.85M | 0.01% | +41+1.2% | Added |
| AXS Investments LLC | 3,595 | $1.86M | 0.49% | −876−19.6% | Reduced |
| Axq Capital, LP | 3,599 | $1.86M | 0.56% | +3,599 | New |
| Quest Partners LLC | 3,652 | $1.89M | 0.17% | −1,448−28.4% | Reduced |
| M&G Plc | 3,658 | $1.89M | 0.01% | −36,500−90.9% | Reduced |
| Souders Financial Advisors | 3,689 | $1.91M | 0.27% | +96+2.7% | Added |
| Private Trust Co NA | 3,712 | $1.92M | 0.19% | −38−1.0% | Reduced |
| Chilton Investment Co LLC | 3,740 | $1.93M | 0.05% | −44−1.2% | Reduced |
| Cullen Investment Group, Ltd. | 3,742 | $1.93M | 0.29% | +78+2.1% | Added |
| Mount Yale Investment Advisors, LLC | 3,744 | $1.93M | 0.19% | −175−4.5% | Reduced |
| Evercore Wealth Management, LLC | 3,780 | $1.95M | 0.03% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 3,791 | $1.96M | 0.11% | −407−9.7% | Reduced |
| Hamilton Point Investment Advisors, LLC | 3,800 | $1.96M | 0.35% | 00.0% | Unchanged |
| Guyasuta Investment Advisors Inc | 3,807 | $1.97M | 0.12% | −166−4.2% | Reduced |
| Mission Wealth Management, LP | 3,809 | $1.97M | 0.05% | +79+2.1% | Added |
| Trust Asset Management LLC | 3,825 | $1.98M | 0.16% | 00.0% | Unchanged |
| Qtron Investments LLC | 3,829 | $1.98M | 0.27% | +1,102+40.4% | Added |
| National Asset Management, Inc. | 3,836 | $1.98M | 0.06% | −425−10.0% | Reduced |
| Silverlake Wealth Management LLC | 3,847 | $1.99M | 0.76% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 3,858 | $1.99M | 0.11% | +133+3.6% | Added |
| Nations Financial Group Inc, | 3,860 | $1.99M | 0.14% | +458+13.5% | Added |
| First Bank & Trust | 3,874 | $2.00M | 0.38% | +71+1.9% | Added |
| Congress Asset Management Co | 3,875 | $2.00M | 0.01% | −125−3.1% | Reduced |
| Schechter Investment Advisors, LLC | 3,903 | $2.02M | 0.15% | −9−0.2% | Reduced |
| Cozad Asset Management Inc | 3,905 | $2.02M | 0.19% | −251−6.0% | Reduced |
| Citizens Financial Group Inc | 3,923 | $2.03M | 0.04% | +193+5.2% | Added |
| Madison Asset Management, LLC | 3,937 | $2.03M | 0.02% | −36−0.9% | Reduced |
| Fifth Third Wealth Advisors LLC | 3,967 | $2.05M | 0.13% | +100+2.6% | Added |
| Integrated Wealth Concepts LLC | 3,976 | $2.05M | 0.03% | −71−1.8% | Reduced |
| GeoWealth Management, LLC | 4,017 | $2.08M | 0.07% | −5−0.1% | Reduced |
| Maxwell Wealth Strategies Inc. | 4,244 | $2.08M | 0.88% | +934+28.2% | Added |
| Avitas Wealth Management LLC | 4,025 | $2.08M | 0.29% | −45−1.1% | Reduced |
| NewEdge Wealth, LLC | 4,037 | $2.09M | 0.04% | +2,411+148.3% | Added |
| PFG Investments, LLC | 4,050 | $2.09M | 0.14% | +1,270+45.7% | Added |
| OV Management LLC | 4,052 | $2.09M | 1.39% | +5+0.1% | Added |
| Belpointe Asset Management LLC | 4,069 | $2.10M | 0.13% | +64+1.6% | Added |
| Excalibur Management Corp | 4,081 | $2.11M | 0.80% | +20.0% | Added |
| Wedmont Private Capital | 4,187 | $2.12M | 0.12% | +565+15.6% | Added |
| Parsons Capital Management Inc | 4,110 | $2.12M | 0.13% | −10−0.2% | Reduced |
| Solidarilty Wealth, LLC | 4,126 | $2.13M | 0.58% | −1,200−22.5% | Reduced |
| GYL Financial Synergies, LLC | 4,166 | $2.15M | 0.16% | +57+1.4% | Added |
| Quadcap Wealth Management, LLC | 4,176 | $2.16M | 0.34% | −154−3.6% | Reduced |
| Evoke Wealth, LLC | 4,216 | $2.18M | 0.06% | +4,216 | New |
| IMS Capital Management | 4,256 | $2.20M | 0.99% | 00.0% | Unchanged |
| Peloton Wealth Strategists | 4,273 | $2.21M | 0.88% | −50−1.2% | Reduced |
| Oppenheimer & Co Inc | 4,291 | $2.22M | 0.03% | +235+5.8% | Added |
| Lederer & Associates Investment Counsel | 4,304 | $2.22M | 1.56% | −125−2.8% | Reduced |
| Decatur Capital Management, Inc. | 4,338 | $2.24M | 1.03% | +5+0.1% | Added |
| Vivid Wealth Management, LLC | 4,349 | $2.25M | 1.17% | +4,349 | New |
| Ashford Capital Management Inc | 4,354 | $2.25M | 0.28% | −290−6.2% | Reduced |
| Valeo Financial Advisors, LLC | 4,365 | $2.25M | 0.06% | +206+5.0% | Added |
| Regal Investment Advisors LLC | 4,406 | $2.28M | 0.16% | −140−3.1% | Reduced |
| Pinnacle Wealth Management, LLC | 4,415 | $2.28M | 2.73% | +4,415 | New |
| Farther Finance Advisors, LLC | 4,462 | $2.30M | 0.09% | −172−3.7% | Reduced |
| Montag A & Associates Inc | 4,484 | $2.32M | 0.11% | +44+1.0% | Added |
| Meyer Handelman Co | 4,485 | $2.32M | 0.08% | −585−11.5% | Reduced |
| Whitener Capital Management, Inc. | 4,500 | $2.32M | 0.66% | 00.0% | Unchanged |
| Chatham Capital Group, Inc. | 4,501 | $2.33M | 0.38% | 00.0% | Unchanged |
| Great Lakes Retirement, Inc. | 4,509 | $2.33M | 0.30% | −15−0.3% | Reduced |
| Savant Capital, LLC | 4,541 | $2.35M | 0.02% | +867+23.6% | Added |
| Westpac Banking Corp | 4,548 | $2.35M | 0.16% | +260+6.1% | Added |
| American State Bank (Iowa) | 4,558 | $2.35M | 1.43% | −67−1.4% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 4,571 | $2.36M | 0.86% | −48−1.0% | Reduced |