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 |
|---|---|---|---|---|---|
| MGB Wealth Management, LLC | 463 | $239.3K | 0.09% | 00.0% | Unchanged |
| Wynn Capital, LLC | 464 | $239.7K | 0.16% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 465 | $240.3K | 0.00% | −10−2.1% | Reduced |
| Novak & Powell Financial Services, Inc. | 466 | $240.5K | 0.14% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 469 | $241.0K | 0.02% | +469 | New |
| Canal Capital Management, LLC | 469 | $242.3K | 0.04% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 470 | $242.8K | 0.03% | −7−1.5% | Reduced |
| Hendershot Investments Inc. | 470 | $242.8K | 0.03% | 00.0% | Unchanged |
| Elyxium Wealth, LLC | 470 | $242.8K | 0.13% | +470 | New |
| BCJ Capital Management, LLC | 471 | $243.3K | 0.02% | −40−7.8% | Reduced |
| Sunpointe, LLC | 472 | $243.8K | 0.20% | −26−5.2% | Reduced |
| Goodman Advisory Group, LLC | 473 | $244.4K | 0.07% | −103−17.9% | Reduced |
| Argonautica Private Wealth Management, Inc | 474 | $244.9K | 0.08% | 00.0% | Unchanged |
| Simplicity Wealth,LLC | 474 | $244.9K | 0.02% | −6,145−92.8% | Reduced |
| Tandem Capital Management Corp | 475 | $245.4K | 0.13% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 476 | $245.8K | 0.03% | −5−1.0% | Reduced |
| Aveo Capital Partners, LLC | 476 | $245.9K | 0.03% | +3+0.6% | Added |
| Sapient Capital LLC | 480 | $248.0K | 0.00% | −383−44.4% | Reduced |
| Hyperion Partners, LLC | 480 | $248.0K | 0.16% | −4−0.8% | Reduced |
| Copperwynd Financial, LLC | 481 | $248.5K | 0.07% | −7−1.4% | Reduced |
| Stephens Investment Management Group LLC | 482 | $249.0K | 0.00% | −37−7.1% | Reduced |
| Angeles Wealth Management, LLC | 482 | $249.0K | 0.02% | +482 | New |
| Foguth Wealth Management, LLC. | 484 | $250.7K | 0.09% | −228−32.0% | Reduced |
| UMA Financial Services, Inc. | 476 | $251.5K | 0.05% | −76−13.8% | Reduced |
| Portland Global Advisors LLC | 490 | $253.1K | 0.03% | 00.0% | Unchanged |
| Grant/GrossMendelsohn, LLC | 490 | $253.1K | 0.11% | 00.0% | Unchanged |
| Delta Investment Management, LLC | 492 | $254.1K | 0.05% | −5,124−91.2% | Reduced |
| West Bancorporation Inc | 492 | $254.2K | 0.17% | +15+3.1% | Added |
| Rappaport Reiches Capital Management, LLC | 492 | $254.2K | 0.07% | +492 | New |
| Ewa, LLC | 498 | $254.3K | 0.09% | +20+4.2% | Added |
| RFG Advisory, LLC | 494 | $255.2K | 0.01% | −356−41.9% | Reduced |
| Pinnacle Bancorp, Inc. | 495 | $255.7K | 0.07% | −19−3.7% | Reduced |
| Montecito Bank & Trust | 497 | $256.8K | 0.04% | +497 | New |
| Aurora Private Wealth, Inc. | 500 | $258.0K | 0.20% | 00.0% | Unchanged |
| LSV Asset Management | 500 | $258.0K | 0.00% | +500 | New |
| Stamos Capital Partners, L.P. | 500 | $258.3K | 0.06% | −670−57.3% | Reduced |
| Legacy Wealth Management, LLC | 500 | $258.3K | 0.09% | −105−17.4% | Reduced |
| Ipswich Investment Management Co., Inc. | 501 | $258.8K | 0.06% | 00.0% | Unchanged |
| Accredited Investors Inc. | 501 | $258.8K | 0.01% | +501 | New |
| Traphagen Investment Advisors LLC | 502 | $259.3K | 0.03% | +2+0.4% | Added |
| Eagle Wealth Strategies LLC | 503 | $259.9K | 0.19% | +503 | New |
| Wetzel Investment Advisors, Inc. | 503 | $259.9K | 0.13% | +83+19.8% | Added |
| Independent Wealth Network Inc. | 504 | $260.4K | 0.12% | −8−1.6% | Reduced |
| Claret Asset Management Corp | 505 | $261.0K | 0.04% | +2+0.4% | Added |
| GGM Financials LLC | 505 | $261.0K | 0.23% | +1+0.2% | Added |
| Venture Visionary Partners LLC | 506 | $261.4K | 0.01% | −40−7.3% | Reduced |
| Wedge Capital Management L L P | 509 | $263.0K | 0.00% | +509 | New |
| Eqis Capital Management, Inc. | 510 | $263.5K | 0.02% | −53−9.4% | Reduced |
| Goldstone Financial Group, LLC | 510 | $263.6K | 0.05% | +510 | New |
| Scissortail Wealth Management, LLC | 4 | $263.7K | 0.06% | −482−99.2% | Reduced |
| Smith Anglin Financial, LLC | 512 | $264.6K | 0.03% | +35+7.3% | Added |
| McDaniel Terry & Co | 515 | $266.0K | 0.02% | 00.0% | Unchanged |
| Bragg Financial Advisors, Inc | 517 | $267.1K | 0.01% | +6+1.2% | Added |
| Financial Perspectives, Inc | 519 | $268.3K | 0.09% | 00.0% | Unchanged |
| Zacks Investment Management | 521 | $269.1K | 0.00% | +521 | New |
| Trust Co of Toledo NA | 521 | $269.2K | 0.04% | +30+6.1% | Added |
| SFMG, LLC | 522 | $269.6K | 0.02% | +15+3.0% | Added |
| Aviso Wealth Management | 523 | $270.3K | 0.15% | −28−5.1% | Reduced |
| Darwin Advisors, LLC | 526 | $271.9K | 0.07% | −30−5.4% | Reduced |
| Fulton Breakefield Broenniman LLC | 528 | $272.8K | 0.02% | −2−0.4% | Reduced |
| New Republic Capital, LLC | 529 | $273.4K | 0.16% | +11+2.1% | Added |
| Silver Lake Advisory, LLC | 529 | $273.4K | 0.11% | +1+0.2% | Added |
| Ruane, Cunniff & Goldfarb L.P. | 531 | $274.3K | 0.00% | 00.0% | Unchanged |
| GenTrust, LLC | 531 | $274.3K | 0.01% | +531 | New |
| True North Advisors, LLC | 534 | $275.9K | 0.07% | +69+14.8% | Added |
| Five Oceans Advisors | 537 | $277.4K | 0.13% | +25+4.9% | Added |
| Hengehold Capital Management LLC | 537 | $277.5K | 0.03% | +51+10.5% | Added |
| Liberty One Investment Management, LLC | 537 | $277.5K | 0.03% | −1−0.2% | Reduced |
| Ameritas Advisory Services, LLC | 537 | $277.6K | 0.01% | −597−52.6% | Reduced |
| Sound View Wealth Advisors Group, LLC | 538 | $277.8K | 0.02% | +13+2.5% | Added |
| Veritas Investment Partners (UK) Ltd. | 540 | $279.0K | 0.00% | +140+35.0% | Added |
| Ariadne Wealth Management, LP | 565 | $280.9K | 0.15% | +565 | New |
| D.B. Root & Company, LLC | 544 | $281.0K | 0.09% | −411−43.0% | Reduced |
| Vista Wealth Management Group, LLC | 545 | $281.7K | 0.02% | +26+5.0% | Added |
| Inscription Capital, LLC | 547 | $282.6K | 0.04% | −217−28.4% | Reduced |
| Convergence Investment Partners, LLC | 550 | $284.0K | 0.08% | −12−2.1% | Reduced |
| Virtus Investment Advisers, Inc. | 550 | $284.1K | 0.22% | +550 | New |
| LVM Capital Management Ltd | 638 | $285.0K | 0.03% | 00.0% | Unchanged |
| Savvy Advisors, Inc. | 552 | $285.0K | 0.06% | +552 | New |
| Edgestream Partners, L.P. | 552 | $285.2K | 0.01% | −1,244−69.3% | Reduced |
| Invenio Wealth Partners LLC | 552 | $285.2K | 0.12% | +18+3.4% | Added |
| VisionPoint Advisory Group, LLC | 553 | $285.7K | 0.10% | −3−0.5% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 553 | $285.7K | 0.01% | +553 | New |
| Smith, Moore & Co. | 554 | $286.5K | 0.03% | +554 | New |
| Stegent Equity Advisors, Inc. | 557 | $287.8K | 0.32% | −91−14.0% | Reduced |
| Avantax Planning Partners, Inc. | 560 | $289.1K | 0.01% | +94+20.2% | Added |
| Grimes & Company, Inc. | 562 | $290.2K | 0.01% | +60+12.0% | Added |
| Dumont & Blake Investment Advisors LLC | 562 | $290.3K | 0.08% | −562−50.0% | Reduced |
| Salem Investment Counselors Inc | 562 | $290.3K | 0.01% | +5+0.9% | Added |
| AMG National Trust Bank | 563 | $290.9K | 0.01% | −91−13.9% | Reduced |
| First Nebraska Trust Co | 567 | $292.9K | 0.03% | 00.0% | Unchanged |
| Paragon Private Wealth Management, LLC | 568 | $293.4K | 0.15% | +87+18.1% | Added |
| Forbes J M & Co LLP | 569 | $294.0K | 0.03% | 00.0% | Unchanged |
| Accelerate Investment Advisors LLC | 573 | $295.9K | 0.29% | +573 | New |
| StrongBox Wealth, LLC | 575 | $297.1K | 0.13% | 00.0% | Unchanged |
| Bouchey Financial Group Ltd | 576 | $297.6K | 0.03% | +12+2.1% | Added |
| Key Financial Inc | 577 | $298.1K | 0.07% | +6+1.1% | Added |
| Cascade Financial Partners, LLC | 581 | $298.4K | 0.04% | 00.0% | Unchanged |
| Concord Asset Management, LLC | 578 | $298.7K | 0.07% | +29+5.3% | Added |
| Northeast Financial Consultants Inc | 579 | $299.1K | 0.01% | +15+2.7% | Added |