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 |
|---|---|---|---|---|---|
| Integrated Investment Consultants, LLC | 741 | $382.8K | 0.08% | +5+0.7% | Added |
| Destination Wealth Management | 749 | $386.9K | 0.01% | −13−1.7% | Reduced |
| Violich Capital Management, Inc. | 750 | $387.0K | 0.05% | 00.0% | Unchanged |
| Advisor OS, LLC | 750 | $387.3K | 0.04% | +100+15.4% | Added |
| Somerset Group LLC | 750 | $387.5K | 0.36% | 00.0% | Unchanged |
| LB Partners LLC | 750 | $387.5K | 0.34% | 00.0% | Unchanged |
| TrueWealth Advisors, LLC | 753 | $389.0K | 0.13% | +753 | New |
| Berry Wealth Group, LP | 756 | $390.6K | 0.28% | −6−0.8% | Reduced |
| City State Bank | 757 | $391.1K | 0.14% | +40+5.6% | Added |
| Dana Investment Advisors, Inc. | 757 | $391.1K | 0.01% | −64−7.8% | Reduced |
| Summit Global Investments | 760 | $393.0K | 0.03% | −4−0.5% | Reduced |
| Concord Wealth Partners | 764 | $394.8K | 0.07% | +5+0.7% | Added |
| Mill Creek Capital Advisors, LLC | 765 | $395.2K | 0.01% | −203−21.0% | Reduced |
| Hartford Funds Management Co LLC | 766 | $395.9K | 0.04% | +766 | New |
| Samalin Investment Counsel, LLC | 772 | $398.7K | 0.17% | +1+0.1% | Added |
| Burford Brothers, Inc. | 772 | $398.9K | 0.21% | 00.0% | Unchanged |
| Strategy Asset Managers LLC | 773 | $399.1K | 0.08% | +17+2.2% | Added |
| Reuter James Wealth Management, LLC | 773 | $399.3K | 0.07% | −21−2.6% | Reduced |
| Independent Financial Group, LLC | 775 | $400.5K | 0.01% | +231+42.5% | Added |
| Banco BTG Pactual S.A. | 780 | $403.0K | 0.10% | −917−54.0% | Reduced |
| Clayton Financial Group LLC | 782 | $404.0K | 0.15% | −141−15.3% | Reduced |
| WMS Partners, LLC | 784 | $405.0K | 0.02% | −220−21.9% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 788 | $407.1K | 0.00% | −23,302−96.7% | Reduced |
| Childress Capital Advisors, LLC | 795 | $410.8K | 0.11% | +3+0.4% | Added |
| Pekin Hardy Strauss, Inc. | 797 | $411.7K | 0.05% | 00.0% | Unchanged |
| Waddell & Associates, LLC | 797 | $411.7K | 0.05% | 00.0% | Unchanged |
| Legacy Advisors, LLC | 799 | $412.8K | 0.04% | +95+13.5% | Added |
| Dempze Nancy E | 800 | $413.3K | 0.23% | +800 | New |
| Ledyard National Bank | 805 | $415.9K | 0.04% | +56+7.5% | Added |
| Dudley Capital Management, LLC | 808 | $417.4K | 0.22% | +808 | New |
| Capital Asset Advisory Services LLC | 809 | $419.5K | 0.02% | −27−3.2% | Reduced |
| ICONIQ Capital, LLC | 816 | $421.6K | 0.01% | +816 | New |
| Moss Adams Wealth Advisors LLC | 818 | $422.6K | 0.05% | +304+59.1% | Added |
| Richardson Financial Services Inc. | 950 | $423.9K | 0.27% | +3+0.3% | Added |
| Cornerstone Wealth Group, LLC | 822 | $424.7K | 0.04% | +20+2.5% | Added |
| Joel Isaacson & Co., LLC | 823 | $425.2K | 0.02% | −70−7.8% | Reduced |
| Acima Private Wealth, LLC | 826 | $426.7K | 0.14% | 00.0% | Unchanged |
| Bank of Stockton | 834 | $430.9K | 0.13% | −31−3.6% | Reduced |
| Optas, LLC | 834 | $430.9K | 0.10% | +29+3.6% | Added |
| Linscomb & Williams, Inc. | 836 | $431.7K | 0.02% | −123−12.8% | Reduced |
| Two Sigma Securities, LLC | 836 | $431.9K | 0.03% | −1,964−70.1% | Reduced |
| Matthew Goff Investment Advisor, LLC | 836 | $431.9K | 0.08% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 838 | $433.0K | 0.05% | +42+5.3% | Added |
| Onefund, LLC | 840 | $434.0K | 0.44% | +1+0.1% | Added |
| Gallagher Fiduciary Advisors, LLC | 842 | $435.2K | 0.09% | +203+31.8% | Added |
| Taurus Asset Management, LLC | 846 | $437.1K | 0.04% | +80+10.4% | Added |
| BluePath Capital Management, LLC | 846 | $437.1K | 0.27% | −1,320−60.9% | Reduced |
| Portside Wealth Group, LLC | 853 | $440.7K | 0.08% | +68+8.7% | Added |
| Blackston Financial Advisory Group, LLC | 856 | $442.5K | 0.23% | +317+58.8% | Added |
| StoneX Group Inc. | 860 | $444.3K | 0.03% | +126+17.2% | Added |
| Summitry LLC | 865 | $446.9K | 0.02% | +865 | New |
| Proficio Capital Partners LLC | 871 | $450.1K | 0.04% | −249−22.2% | Reduced |
| Great Diamond Partners, LLC | 874 | $451.6K | 0.11% | +1+0.1% | Added |
| Azimuth Capital Investment Management LLC | 875 | $452.0K | 0.02% | +100+12.9% | Added |
| Global X Japan Co., Ltd. | 876 | $452.6K | 0.06% | −151−14.7% | Reduced |
| Jackson Square Capital, LLC | 878 | $453.6K | 0.11% | 00.0% | Unchanged |
| Houlihan Financial Resource Group, Ltd. | 879 | $454.0K | 0.19% | 00.0% | Unchanged |
| Convergence Financial, LLC | 879 | $454.1K | 0.10% | +50+6.0% | Added |
| Private Portfolio Partners LLC | 885 | $457.2K | 0.09% | +885 | New |
| Strategic Blueprint, LLC | 888 | $458.9K | 0.03% | −5−0.6% | Reduced |
| FDx Advisors, Inc. | 888 | $459.0K | 0.13% | +33+3.9% | Added |
| Financial Network Wealth Management LLC | 891 | $460.0K | 0.16% | +91+11.4% | Added |
| Mitchell Sinkler & Starr | 897 | $463.4K | 0.12% | +100+12.5% | Added |
| Alta Advisers Ltd | 900 | $465.0K | 0.21% | 00.0% | Unchanged |
| nVerses Capital, LLC | 900 | $465.0K | 0.21% | +300+50.0% | Added |
| LM Advisors LLC | 905 | $468.0K | 0.10% | 00.0% | Unchanged |
| Virtue Capital Management, LLC | 907 | $468.6K | 0.09% | −161−15.1% | Reduced |
| Kingswood Wealth Advisors, LLC | 909 | $469.6K | 0.03% | −219−19.4% | Reduced |
| Howard Capital Management Group, LLC | 911 | $470.6K | 0.03% | +28+3.2% | Added |
| Sivia Capital Partners, LLC | 911 | $470.7K | 0.28% | 00.0% | Unchanged |
| Alpha Family Trust | 920 | $475.3K | 0.27% | 00.0% | Unchanged |
| Alera Investment Advisors, LLC | 922 | $476.1K | 0.06% | −101−9.9% | Reduced |
| Cornerstone Wealth Management, LLC | 923 | $476.6K | 0.03% | +53+6.1% | Added |
| Centiva Capital, LP | 926 | $478.4K | 0.02% | +926 | New |
| Tenon Financial LLC | 928 | $479.4K | 0.32% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 928 | $479.5K | 0.10% | −827−47.1% | Reduced |
| Fiduciary Group LLC | 929 | $479.9K | 0.05% | −16−1.7% | Reduced |
| Callan Family Office, LLC | 931 | $481.0K | 0.08% | +418+81.5% | Added |
| Riverwater Partners LLC | 935 | $481.3K | 0.24% | 00.0% | Unchanged |
| Emerald Advisers, LLC | 932 | $481.5K | 0.02% | −22−2.3% | Reduced |
| Marietta Investment Partners LLC | 935 | $483.0K | 0.10% | 00.0% | Unchanged |
| Oxford Asset Management LLP | 935 | $483.0K | 0.40% | +935 | New |
| Pegasus Partners Ltd. | 940 | $485.6K | 0.05% | +190+25.3% | Added |
| Revisor Wealth Management LLC | 944 | $487.7K | 0.30% | −38−3.9% | Reduced |
| Philadelphia Trust Co | 949 | $490.0K | 0.04% | +104+12.3% | Added |
| Eschler Asset Management LLP | 951 | $491.3K | 0.73% | −694−42.2% | Reduced |
| Winthrop Capital Management, LLC | 955 | $493.0K | 0.23% | −12−1.2% | Reduced |
| Cornerstone Wealth Advisors, Inc. | 955 | $493.4K | 0.14% | 00.0% | Unchanged |
| New Century Financial Group, LLC | 960 | $495.5K | 0.18% | +172+21.8% | Added |
| Modera Wealth Management, LLC | 965 | $498.6K | 0.01% | +5+0.5% | Added |
| KC Investment Advisors, LLC | 967 | $499.6K | 0.21% | +30+3.2% | Added |
| TFB Advisors LLC | 968 | $500.1K | 0.15% | +5+0.5% | Added |
| Red Door Wealth Management, LLC | 969 | $500.6K | 0.08% | +405+71.8% | Added |
| Mayflower Financial Advisors, LLC | 975 | $503.9K | 0.08% | +210+27.5% | Added |
| Leo Wealth, LLC | 976 | $504.1K | 0.05% | −27−2.7% | Reduced |
| West Michigan Advisors, LLC | 978 | $505.4K | 0.15% | −33−3.3% | Reduced |
| Community Bank, N.A. | 981 | $506.8K | 0.06% | −20−2.0% | Reduced |
| Wallace Advisory Group, LLC | 1,139 | $508.0K | 0.37% | 00.0% | Unchanged |
| Plotkin Financial Advisors, LLC | 984 | $508.4K | 0.30% | +84+9.3% | Added |
| DRW Securities, LLC | 986 | $509.4K | 0.03% | −1,453−59.6% | Reduced |