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
- 1,936
- +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 | 2,126 | $108.7B |
| Q4 2025 | 2,203 | $137.4B |
| Q3 2025 | 2,058 | $126.8B |
| Q2 2025 | 2,067 | $140.5B |
| Q1 2025 | 2,081 | $135.4B |
| Q4 2024 | 2,045 | $134.2B |
| Q3 2024 | 1,936 | $140.2B |
| Q2 2024 | 1,842 | $121.4B |
| Q1 2024 | 1,835 | $115.2B |
| Q4 2023 | 1,773 | $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 |
|---|---|---|---|---|---|
| Altfest L J & Co Inc | 6,754 | $3.49M | 0.46% | −819−10.8% | Reduced |
| Prospera Financial Services Inc | 6,858 | $3.54M | 0.09% | −160−2.3% | Reduced |
| Pettee Investors, Inc. | 6,910 | $3.57M | 1.74% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 6,916 | $3.57M | 0.25% | +1,663+31.7% | Added |
| Twin Tree Management, LP | 6,930 | $3.58M | 0.08% | +6,720+3,200.0% | Added |
| Bleakley Financial Group, LLC | 6,956 | $3.59M | 0.11% | +328+4.9% | Added |
| Fortress Wealth Management, Inc. | 6,956 | $3.59M | 1.80% | −16−0.2% | Reduced |
| Paradigm Financial Partners, LLC | 7,062 | $3.60M | 0.50% | −58−0.8% | Reduced |
| Wellington Shields & Co., LLC | 7,000 | $3.62M | 1.10% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 7,098 | $3.67M | 0.18% | +783+12.4% | Added |
| Prime Capital Investment Advisors, LLC | 7,117 | $3.68M | 0.05% | −43−0.6% | Reduced |
| Adviser Investments LLC | 7,117 | $3.68M | 0.05% | +400+6.0% | Added |
| Nomura Holdings Inc | 7,133 | $3.69M | 0.03% | −21,412−75.0% | Reduced |
| Concurrent Investment Advisors, LLC | 7,267 | $3.75M | 0.11% | +58+0.8% | Added |
| Legacy Financial Strategies, LLC | 7,272 | $3.76M | 0.83% | +4+0.1% | Added |
| Morton Community Bank | 7,304 | $3.77M | 0.99% | −200−2.7% | Reduced |
| Signaturefd, LLC | 7,347 | $3.80M | 0.07% | +72+1.0% | Added |
| Consolidated Planning Corp | 7,396 | $3.82M | 0.57% | +484+7.0% | Added |
| Settian Capital LP | 7,422 | $3.83M | 2.80% | 00.0% | Unchanged |
| Invera Wealth Advisors, LLC | 7,728 | $3.84M | 3.82% | −400−4.9% | Reduced |
| Pacific Global Investment Management CO | 7,445 | $3.85M | 0.69% | −32−0.4% | Reduced |
| Ritholtz Wealth Management | 7,492 | $3.87M | 0.12% | +59+0.8% | Added |
| Freedom Day Solutions, LLC | 7,511 | $3.88M | 1.21% | −26−0.3% | Reduced |
| Boston Financial Mangement LLC | 7,543 | $3.90M | 0.12% | +43+0.6% | Added |
| Brady Family Wealth, LLC | 7,572 | $3.91M | 1.17% | −75−1.0% | Reduced |
| Spears Abacus Advisors LLC | 7,655 | $3.95M | 0.08% | +865+12.7% | Added |
| Van Eck Associates Corp | 7,764 | $3.97M | 0.00% | −465−5.7% | Reduced |
| Williams Jones Wealth Management, LLC. | 7,683 | $3.97M | 0.05% | +114+1.5% | Added |
| Umb Bank N A | 7,690 | $3.97M | 0.06% | −286−3.6% | Reduced |
| Rockingstone Advisors LLC | 7,690 | $3.97M | 1.95% | −33−0.4% | Reduced |
| Qube Research & Technologies Ltd | 7,708 | $3.98M | 0.01% | −171,247−95.7% | Reduced |
| Scotia Capital Inc. | 7,717 | $3.99M | 0.02% | −1,316−14.6% | Reduced |
| BNC Wealth Management, LLC | 7,794 | $4.03M | 1.48% | +7,794 | New |
| Brendel Financial Advisors LLC | 7,807 | $4.03M | 2.29% | −71−0.9% | Reduced |
| Scholtz & Company, LLC | 7,824 | $4.04M | 1.91% | −2,878−26.9% | Reduced |
| Central Trust Co | 7,826 | $4.04M | 0.09% | −96−1.2% | Reduced |
| SRS Capital Advisors, Inc. | 7,839 | $4.05M | 0.36% | −412−5.0% | Reduced |
| PFG Advisors | 7,929 | $4.10M | 0.26% | −1,402−15.0% | Reduced |
| Moore Capital Management, LP | 7,937 | $4.10M | 0.12% | +588+8.0% | Added |
| Twin Capital Management Inc | 7,995 | $4.13M | 0.47% | +467+6.2% | Added |
| Kentucky Farm Bureau Mutual Insurance Co | 8,000 | $4.13M | 0.89% | 00.0% | Unchanged |
| Shelton Capital Management | 8,042 | $4.15M | 0.11% | +825+11.4% | Added |
| Illinois Municipal Retirement Fund | 8,044 | $4.16M | 0.06% | 00.0% | Unchanged |
| Impax Asset Management Group plc | 8,147 | $4.21M | 0.02% | −218−2.6% | Reduced |
| First Foundation Advisors | 8,170 | $4.22M | 0.16% | +926+12.8% | Added |
| Dynamic Advisor Solutions LLC | 8,224 | $4.25M | 0.13% | +1,317+19.1% | Added |
| Magnetar Financial LLC | 8,226 | $4.25M | 0.09% | +5,938+259.5% | Added |
| CapitalatWork S.A. | 8,250 | $4.26M | 0.14% | −1,900−18.7% | Reduced |
| Kampmann Melissa S. | 8,284 | $4.28M | 3.03% | 00.0% | Unchanged |
| Danica Pension, Livsforsikringsaktieselskab | 8,321 | $4.30M | 0.08% | −392−4.5% | Reduced |
| Atlantic Union Bankshares Corp | 8,392 | $4.34M | 0.25% | −524−5.9% | Reduced |
| Capital Group Investment Management Pte. Ltd. | 8,403 | $4.34M | 0.87% | +2,439+40.9% | Added |
| Private Advisor Group, LLC | 8,429 | $4.35M | 0.03% | +579+7.4% | Added |
| Bright Rock Capital Management, LLC | 8,500 | $4.39M | 0.88% | 00.0% | Unchanged |
| Ascent Group, LLC | 8,539 | $4.41M | 0.33% | +2,793+48.6% | Added |
| Coldstream Capital Management Inc | 8,568 | $4.42M | 0.10% | +668+8.5% | Added |
| Meitav Dash Investments Ltd | 8,734 | $4.43M | 0.07% | 00.0% | Unchanged |
| Brasada Capital Management, LP | 8,603 | $4.43M | 0.77% | −761−8.1% | Reduced |
| Private Wealth Partners, LLC | 8,593 | $4.44M | 0.35% | 00.0% | Unchanged |
| Ostrum Asset Management | 8,646 | $4.47M | 0.37% | −1,089−11.2% | Reduced |
| Rockline Wealth Management, LLC | 8,658 | $4.47M | 1.26% | +556+6.9% | Added |
| Siemens Fonds Invest GmbH | 8,670 | $4.48M | 0.36% | −64−0.7% | Reduced |
| Taylor Hoffman Capital Management LLC | 9,361 | $4.50M | 1.72% | +9,361 | New |
| Zions Bancorporation, N.A. | 8,716 | $4.50M | 0.33% | +837+10.6% | Added |
| Cutler Investment Counsel LLC | 8,718 | $4.50M | 0.57% | +16+0.2% | Added |
| Stratos Wealth Partners, LTD. | 8,803 | $4.55M | 0.07% | +182+2.1% | Added |
| Diligent Investors, LLC | 8,827 | $4.56M | 1.06% | −790−8.2% | Reduced |
| Beacon Pointe Advisors, LLC | 8,847 | $4.57M | 0.05% | −2,502−22.0% | Reduced |
| Tower Bridge Advisors | 8,906 | $4.60M | 0.48% | −72−0.8% | Reduced |
| WealthPlan Investment Management, LLC | 8,959 | $4.63M | 0.47% | +3,592+66.9% | Added |
| Tokio Marine Asset Management Co Ltd | 8,965 | $4.63M | 0.20% | +214+2.4% | Added |
| Wills Financial Group, Inc. | 8,984 | $4.64M | 1.95% | +187+2.1% | Added |
| Tower Research Capital LLC (TRC) | 8,987 | $4.64M | 0.12% | −5,368−37.4% | Reduced |
| Stock Yards Bank & Trust Co | 9,187 | $4.75M | 0.15% | −512−5.3% | Reduced |
| Nelson Capital Management, LLC | 9,203 | $4.75M | 0.80% | +9,203 | New |
| Advisory Services Network, LLC | 10,666 | $4.76M | 0.10% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 9,346 | $4.79M | 0.07% | +533+6.0% | Added |
| T. Rowe Price Investment Management, Inc. | 9,283 | $4.80M | 0.00% | −3,130−25.2% | Reduced |
| NovaPoint Capital, LLC | 9,297 | $4.80M | 1.49% | +119+1.3% | Added |
| Bretton Capital Management, LLC | 9,300 | $4.80M | 4.58% | +9,300 | New |
| Mirabaud Asset Management Ltd | 9,420 | $4.83M | 1.99% | +863+10.1% | Added |
| First Western Trust Bank | 9,406 | $4.86M | 0.22% | −1,266−11.9% | Reduced |
| Linden Thomas Advisory Services, LLC | 9,433 | $4.87M | 0.67% | +847+9.9% | Added |
| Alps Advisors Inc | 9,459 | $4.89M | 0.03% | −10,372−52.3% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 9,480 | $4.90M | 0.34% | −845−8.2% | Reduced |
| Baldwin Investment Management, LLC | 9,596 | $4.96M | 0.62% | +31+0.3% | Added |
| Chartwell Investment Partners, LLC | 9,744 | $5.03M | 0.17% | −360−3.6% | Reduced |
| Cloverfields Capital Group, LP | 9,879 | $5.10M | 1.65% | −921−8.5% | Reduced |
| Independent Advisor Alliance | 9,929 | $5.13M | 0.19% | −518−5.0% | Reduced |
| Longbow Finance SA | 9,932 | $5.13M | 0.55% | 00.0% | Unchanged |
| Cape Cod Five Cents Savings Bank | 9,938 | $5.13M | 0.47% | −425−4.1% | Reduced |
| KP Management LLC | 10,000 | $5.17M | 1.82% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 10,148 | $5.24M | 0.12% | −39−0.4% | Reduced |
| Synovus Financial Corp | 10,216 | $5.28M | 0.06% | −135−1.3% | Reduced |
| Raymond James Trust N.A. | 10,230 | $5.29M | 0.11% | +659+6.9% | Added |
| Reliant Investment Management, LLC | 10,241 | $5.29M | 2.49% | +360+3.6% | Added |
| Atria Wealth Solutions, Inc. | 10,254 | $5.30M | 0.06% | −471−4.4% | Reduced |
| Veriti Management LLC | 10,335 | $5.34M | 0.29% | +929+9.9% | Added |
| B.O.S.S. Retirement Advisors, LLC | 10,393 | $5.37M | 1.08% | +1,462+16.4% | Added |
| Litman Gregory Asset Management LLC | 10,396 | $5.37M | 0.45% | −128−1.2% | Reduced |