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 |
|---|---|---|---|---|---|
| Wrapmanager Inc | 580 | $299.6K | 0.08% | −76−11.6% | Reduced |
| Naviter Wealth, LLC | 581 | $300.2K | 0.04% | +581 | New |
| Napatree Capital LLC | 581 | $300.2K | 0.21% | +581 | New |
| Mitchell Capital Management Co | 582 | $300.4K | 0.05% | +1+0.2% | Added |
| IVC Wealth Advisors LLC | 582 | $300.7K | 0.16% | 00.0% | Unchanged |
| Cary Street Partners Asset Management LLC | 585 | $302.2K | 0.04% | +47+8.7% | Added |
| Net Worth Advisory Group | 586 | $302.6K | 0.09% | +586 | New |
| 44 Wealth Management LLC | 593 | $303.0K | 0.11% | +593 | New |
| Affinity Capital Advisors, LLC | 587 | $303.3K | 0.06% | 00.0% | Unchanged |
| Ruggaard & Associates LLC | 588 | $303.8K | 0.13% | −15−2.5% | Reduced |
| Marco Investment Management LLC | 588 | $303.8K | 0.03% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 591 | $305.0K | 0.01% | +62+11.7% | Added |
| SPC Financial, Inc. | 593 | $306.4K | 0.03% | −23−3.7% | Reduced |
| Courage Miller Partners, LLC | 595 | $307.4K | 0.10% | 00.0% | Unchanged |
| KG&L Capital Management,LLC | 595 | $307.4K | 0.10% | +595 | New |
| Benchmark Investment Advisors LLC | 596 | $308.0K | 0.22% | −687−53.5% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 598 | $308.9K | 0.01% | −130−17.9% | Reduced |
| Ethos Financial Group, LLC | 598 | $309.0K | 0.05% | −26−4.2% | Reduced |
| Phillips Wealth Planners LLC | 589 | $311.6K | 0.30% | +61+11.6% | Added |
| Ted Buchan & Co | 604 | $312.0K | 0.15% | 00.0% | Unchanged |
| Capital Market Strategies LLC | 606 | $313.1K | 0.19% | +31+5.4% | Added |
| Tyche Wealth Partners LLC | 608 | $314.1K | 0.07% | +6+1.0% | Added |
| Gould Asset Management LLC | 608 | $314.1K | 0.07% | −30−4.7% | Reduced |
| Stratos Wealth Advisors, LLC | 610 | $315.3K | 0.01% | +115+23.2% | Added |
| Whitaker-Myers Wealth Managers, LTD. | 611 | $315.7K | 0.10% | +611 | New |
| Elwood & Goetz Wealth Advisory Group, LLC | 612 | $316.2K | 0.08% | +612 | New |
| Compass Ion Advisors, LLC | 616 | $318.3K | 0.04% | +9+1.5% | Added |
| Fermata Advisors, LLC | 620 | $320.1K | 0.06% | +25+4.2% | Added |
| Advus Financial Partners, LLC | 623 | $321.9K | 0.09% | 00.0% | Unchanged |
| Family Wealth Group, LLC | 625 | $322.7K | 0.28% | −27−4.1% | Reduced |
| VeraBank, N.A. | 626 | $323.4K | 0.09% | 00.0% | Unchanged |
| Ascent Wealth Partners, LLC | 627 | $323.9K | 0.05% | −43−6.4% | Reduced |
| Shufro Rose & Co LLC | 727 | $324.2K | 0.03% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 633 | $326.9K | 0.02% | −22−3.4% | Reduced |
| Goldstein Advisors, LLC | 635 | $328.1K | 0.05% | +54+9.3% | Added |
| Romano Brothers and Company | 638 | $329.6K | 0.04% | 00.0% | Unchanged |
| Keynote Financial Services LLC | 640 | $330.6K | 0.25% | −130−16.9% | Reduced |
| Wellington Wealth Strategies, LLC. | 689 | $331.0K | 0.25% | +689 | New |
| J.W. Cole Advisors, Inc. | 646 | $333.6K | 0.01% | +646 | New |
| EverSource Wealth Advisors, LLC | 648 | $334.6K | 0.02% | +207+46.9% | Added |
| Financial Alternatives, Inc | 648 | $334.8K | 0.24% | +100+18.2% | Added |
| David R. Rahn & Associates Inc. | 652 | $336.8K | 0.10% | +3+0.5% | Added |
| Lafayette Investments, Inc. | 652 | $336.8K | 0.07% | +1+0.2% | Added |
| TFC Financial Management | 652 | $336.8K | 0.05% | +20+3.2% | Added |
| Ifrah Financial Services, Inc. | 652 | $336.9K | 0.09% | −18−2.7% | Reduced |
| Wealthspire Advisors, LLC | 652 | $336.9K | 0.00% | −20−3.0% | Reduced |
| Pasadena Private Wealth, LLC | 653 | $337.4K | 0.07% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 653 | $337.4K | 0.08% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 654 | $337.8K | 0.05% | +13+2.0% | Added |
| Values First Advisors, Inc. | 657 | $339.3K | 0.18% | +2+0.3% | Added |
| Oarsman Capital, Inc. | 660 | $341.0K | 0.06% | +74+12.6% | Added |
| Financial Insights, Inc. | 665 | $343.6K | 0.11% | −677−50.4% | Reduced |
| Stablepoint Partners, LLC | 666 | $344.1K | 0.06% | 00.0% | Unchanged |
| Barnes Pettey Financial Advisors, LLC | 666 | $344.1K | 0.27% | −32−4.6% | Reduced |
| ORG Partners LLC | 667 | $345.0K | 0.06% | −471−41.4% | Reduced |
| Peterson Wealth Services | 669 | $345.6K | 0.11% | +73+12.2% | Added |
| Capital Planning Advisors, LLC | 671 | $346.7K | 0.05% | +5+0.8% | Added |
| Traveka Wealth, LLC | 673 | $347.6K | 0.18% | +46+7.3% | Added |
| Gainplan LLC | 786 | $350.6K | 0.17% | 00.0% | Unchanged |
| J. L. Bainbridge & Co., Inc. | 682 | $352.2K | 0.03% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 682 | $352.3K | 0.06% | +2+0.3% | Added |
| Patten & Patten Inc | 683 | $352.9K | 0.02% | 00.0% | Unchanged |
| Meadow Creek Wealth Advisors LLC | 689 | $356.0K | 0.28% | 00.0% | Unchanged |
| MJP Associates Inc | 690 | $356.4K | 0.07% | −58−7.8% | Reduced |
| Veracity Capital LLC | 691 | $357.1K | 0.14% | +33+5.0% | Added |
| Sand Hill Global Advisors, LLC | 692 | $357.5K | 0.02% | +30+4.5% | Added |
| Cidel Asset Management Inc | 692 | $357.5K | 0.03% | +41+6.3% | Added |
| Wealth Architects, LLC | 693 | $358.0K | 0.04% | −1−0.1% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 693 | $358.0K | 0.22% | +693 | New |
| 180 Wealth Advisors, LLC | 696 | $359.6K | 0.06% | −57−7.6% | Reduced |
| Peak Planning Group, LLC | 696 | $359.6K | 0.16% | +1+0.1% | Added |
| Boit C F David | 700 | $360.3K | 0.18% | 00.0% | Unchanged |
| Oak Thistle LLC | 698 | $360.6K | 0.12% | +698 | New |
| Global Assets Advisory, LLC | 704 | $360.6K | 0.20% | +704 | New |
| Symphony Financial, Ltd. Co. | 705 | $361.4K | 0.06% | +22+3.2% | Added |
| Sandler Capital Management | 700 | $361.6K | 0.07% | 00.0% | Unchanged |
| Endowment Wealth Management, Inc. | 701 | $362.3K | 0.24% | −22−3.0% | Reduced |
| Eclectic Associates Inc | 702 | $362.7K | 0.14% | 00.0% | Unchanged |
| Simmons Bank | 702 | $362.7K | 0.03% | +7+1.0% | Added |
| Hardy Reed LLC | 705 | $364.2K | 0.03% | +8+1.1% | Added |
| D'Orazio & Associates, Inc. | 708 | $365.8K | 0.05% | +33+4.9% | Added |
| Northwest Bancshares, Inc. | 709 | $366.3K | 0.06% | 00.0% | Unchanged |
| Sculati Wealth Management, LLC | 709 | $366.3K | 0.15% | 00.0% | Unchanged |
| Canopy Partners, LLC | 713 | $368.4K | 0.16% | +8+1.1% | Added |
| Fox Run Management, L.L.C. | 715 | $369.4K | 0.08% | +715 | New |
| CVA Family Office, LLC | 718 | $370.9K | 0.06% | +18+2.6% | Added |
| MBB Public Markets I LLC | 720 | $372.0K | 0.03% | −22,018−96.8% | Reduced |
| M&R Capital Management Inc | 720 | $372.0K | 0.08% | 00.0% | Unchanged |
| XML Financial, LLC | 723 | $373.5K | 0.03% | +65+9.9% | Added |
| Anchor Capital Advisors LLC | 724 | $374.0K | 0.01% | −15−2.0% | Reduced |
| Osborne Partners Capital Management, LLC | 725 | $374.6K | 0.02% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 726 | $375.1K | 0.10% | −264−26.7% | Reduced |
| Grove Bank & Trust | 727 | $375.6K | 0.06% | +52+7.7% | Added |
| Wealthcare Advisory Partners LLC | 731 | $377.4K | 0.01% | −128−14.9% | Reduced |
| ArrowMark Colorado Holdings LLC | 731 | $377.6K | 0.00% | 00.0% | Unchanged |
| Consolidated Portfolio Review Corp | 732 | $377.9K | 0.08% | +1+0.1% | Added |
| Manchester Capital Management LLC | 733 | $378.7K | 0.04% | +20+2.8% | Added |
| Busey Wealth Management | 735 | $379.7K | 0.01% | +126+20.7% | Added |
| Carr Financial Group Corp | 736 | $380.1K | 0.11% | +24+3.4% | Added |
| Biltmore Family Office, LLC | 737 | $380.7K | 0.07% | +45+6.5% | Added |