Skip to main content

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.

Institutional holdersQ3 2024: 1,937 institutions
Q1 2021: 1,300 institutionsQ2 2021: 1,358 institutionsQ3 2021: 1,417 institutionsQ4 2021: 1,541 institutionsQ1 2022: 1,650 institutionsQ2 2022: 1,559 institutionsQ3 2022: 1,501 institutionsQ4 2022: 1,571 institutionsQ1 2023: 1,598 institutionsQ2 2023: 1,622 institutionsQ3 2023: 1,625 institutionsQ4 2023: 1,774 institutionsQ1 2024: 1,836 institutionsQ2 2024: 1,843 institutionsQ3 2024: 1,937 institutionsQ4 2024: 2,046 institutionsQ1 2025: 2,082 institutionsQ2 2025: 2,068 institutionsQ3 2025: 2,059 institutionsQ4 2025: 2,204 institutionsQ1 2026: 2,127 institutionsQ2 2026: 2,076 institutions
Value heldQ3 2024: $140.2B
Q1 2021: $76.2BQ2 2021: $92.0BQ3 2021: $95.7BQ4 2021: $107.5BQ1 2022: $127.4BQ2 2022: $99.6BQ3 2022: $87.7BQ4 2022: $93.8BQ1 2023: $95.3BQ2 2023: $111.1BQ3 2023: $100.4BQ4 2023: $121.3BQ1 2024: $115.2BQ2 2024: $121.4BQ3 2024: $140.2BQ4 2024: $134.2BQ1 2025: $135.4BQ2 2025: $140.5BQ3 2025: $126.8BQ4 2025: $137.4BQ1 2026: $108.7BQ2 2026: $105.7B
Institutions holding SPGI and their total value by quarter
QuarterHoldersValue
Q2 20262,076$105.7B
Q1 20262,127$108.7B
Q4 20252,204$137.4B
Q3 20252,059$126.8B
Q2 20252,068$140.5B
Q1 20252,082$135.4B
Q4 20242,046$134.2B
Q3 20241,937$140.2B
Q2 20241,843$121.4B
Q1 20241,836$115.2B
Q4 20231,774$121.3B
Q3 20231,625$100.4B
Q2 20231,622$111.1B
Q1 20231,598$95.3B
Q4 20221,571$93.8B
Q3 20221,501$87.7B
Q2 20221,559$99.6B
Q1 20221,650$127.4B
Q4 20211,541$107.5B
Q3 20211,417$95.7B
Q2 20211,358$92.0B
Q1 20211,300$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.

Institutions holding SPGI in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Cromwell Holdings LLC987$509.9K0.33%00.0%Unchanged
Verdad Advisers, LP987$509.9K0.68%+987New
Gilbert & Cook, Inc.988$510.4K0.07%−27−2.7%Reduced
First Trust Investment Solutions L.P.988$510.4K0.06%+27+2.8%Added
First Interstate Bank989$510.9K0.03%+4+0.4%Added
Meritage Portfolio Management989$511.0K0.03%−143−12.6%Reduced
Nilsine Partners, LLC993$513.0K0.07%−74−6.9%Reduced
Embree Financial Group994$513.8K0.09%00.0%Unchanged
Headinvest, LLC997$515.1K0.10%+20+2.0%Added
Balentine LLC998$515.6K0.02%+998New
Global Financial Private Client, LLC999$516.1K0.20%+980+5,157.9%Added
CNB Bank999$516.1K0.24%00.0%Unchanged
Cantor Fitzgerald Investment Adviser L.P.1,000$516.6K0.04%−5,000−83.3%Reduced
Carnegie Capital Asset Management, LLC1,000$516.6K0.02%+7+0.7%Added
Signal Advisors Wealth, LLC1,004$518.6K0.07%+1,004New
Integrated Advisors Network LLC1,013$523.5K0.03%+31+3.2%Added
Norden Group LLC1,013$523.6K0.06%+23+2.3%Added
Provenance Wealth Advisors, LLC1,014$523.9K0.07%00.0%Unchanged
Parkside Financial Bank & Trust1,014$523.9K0.07%−22−2.1%Reduced
Regent Peak Wealth Advisors LLC1,018$525.9K0.12%+14+1.4%Added
LWM Advisory Services, LLC1,018$525.9K0.39%−1,865−64.7%Reduced
Ayrshire Capital Management LLC1,023$528.5K0.25%00.0%Unchanged
Rosenblum Silverman Sutton S F Inc1,024$528.8K0.14%+1+0.1%Added
First National Bank & Trust Co of Newtown1,028$531.1K0.10%00.0%Unchanged
Applied Capital LLC1,032$533.2K0.42%−20−1.9%Reduced
Wellspring Financial Advisors, LLC1,033$533.5K0.06%+384+59.2%Added
CoreCap Advisors, LLC1,033$533.8K0.03%+759+277.0%Added
Gen-Wealth Partners Inc1,100$534.6K0.23%−37−3.3%Reduced
Centerpoint Advisors, LLC1,035$535.0K0.19%00.0%Unchanged
Pinnacle Wealth Management Advisory Group, LLC1,040$537.3K0.05%+26+2.6%Added
SeaCrest Wealth Management, LLC1,040$537.3K0.06%+35+3.5%Added
Prosperity Financial Group, Inc.1,048$541.4K0.30%+9+0.9%Added
Accel Wealth Management1,049$541.9K0.20%+6+0.6%Added
Nwam LLC1,049$541.9K0.03%−74−6.6%Reduced
Heritage Family Offices, LLP1,049$542.0K0.28%−27−2.5%Reduced
Aprio Wealth Management, LLC1,053$543.9K0.09%+164+18.4%Added
Quent Capital, LLC1,064$549.5K0.06%−4−0.4%Reduced
Capula Management Ltd1,072$553.8K0.01%+1,072New
WR Wealth Planners, LLC1,078$556.9K0.15%+2+0.2%Added
Interchange Capital Partners, LLC1,080$558.1K0.20%+454+72.5%Added
Sunbelt Securities, Inc.1,081$558.7K0.05%−7−0.6%Reduced
1776 Wealth LLC1,082$559.0K0.25%−58−5.1%Reduced
Elgethun Capital Management1,083$559.7K0.13%00.0%Unchanged
Shulman DeMeo Asset Management LLC1,088$562.2K0.14%+1+0.1%Added
TCG Advisory Services, LLC1,104$570.3K0.02%+16+1.5%Added
Harris Associates L PSuperinvestorHarris Associates (Oakmark)1,104$570.3K0.00%+84+8.2%Added
Cable Hill Partners, LLC1,105$570.9K0.06%−22−2.0%Reduced
Smith Shellnut Wilson LLC1,105$570.9K0.26%−9−0.8%Reduced
Clare Market Investments LLC1,110$573.4K0.15%+1,110New
Catalytic Wealth RIA, LLC1,111$574.0K0.10%−2−0.2%Reduced
Welch & Forbes LLC1,117$577.1K0.01%+5+0.4%Added
Dividend Assets Capital, LLC1,118$577.6K0.11%−30−2.6%Reduced
Fulton Bank, N.A.1,131$584.3K0.02%−23−2.0%Reduced
ICW Investment Advisors LLC1,134$586.2K0.24%+45+4.1%Added
Capstone Investment Advisors, LLC1,141$589.5K0.01%−3,375−74.7%Reduced
Beacon Bridge Wealth Partners, LLC1,142$589.9K0.25%−12−1.0%Reduced
Kathmere Capital Management, LLC1,142$590.0K0.06%+41+3.7%Added
Maven Securities LTD1,144$591.0K0.07%+1,144New
Paulson Wealth Management Inc.1,145$591.5K0.16%00.0%Unchanged
United Community Bank1,156$597.2K0.23%−96−7.7%Reduced
West Family Investments, Inc.1,156$597.2K0.20%+116+11.2%Added
Little House Capital LLC1,171$605.0K0.17%−99−7.8%Reduced
Tilia Fiduciary Partners, Inc.1,173$606.0K0.42%−1−0.1%Reduced
Amica Retiree Medical Trust1,173$606.0K0.50%+1,173New
Trueblood Wealth Management, LLC1,181$610.1K0.31%−15−1.3%Reduced
Y-Intercept (Hong Kong) Ltd1,182$610.6K0.04%+563+91.0%Added
Callan Capital, LLC1,185$612.2K0.04%+101+9.3%Added
Atomi Financial Group, Inc.1,195$617.5K0.04%+143+13.6%Added
Catalyst Funds Management Pty Ltd1,200$619.9K0.14%+900+300.0%Added
Harbor Investment Advisory, LLC1,204$622.0K0.06%−10−0.8%Reduced
Magellan Asset Management Ltd1,211$625.6K0.01%−103−7.8%Reduced
Ferguson Wellman Capital Management, Inc1,211$625.6K0.01%−5−0.4%Reduced
Bullock Wealth Management Group1,229$629.3K0.38%+48+4.1%Added
Catalyst Financial Partners LLC1,223$631.8K0.12%+6+0.5%Added
Global Retirement Partners, LLC1,224$632.1K0.02%+143+13.2%Added
Wambolt & Associates, LLC1,236$633.1K0.17%−7−0.6%Reduced
Joule Financial, LLC1,226$633.4K0.23%+4+0.3%Added
Country Club Bank1,238$634.7K0.04%00.0%Unchanged
Legacy Financial Advisors, Inc.1,235$638.2K0.11%+42+3.5%Added
Camden Capital, LLC1,237$638.8K0.07%−254−17.0%Reduced
Principle Wealth Partners LLC1,237$639.1K0.05%00.0%Unchanged
Circle Wealth Management, LLC1,243$642.2K0.01%−153−11.0%Reduced
Westwood Holdings Group Inc.1,249$645.3K0.00%+21+1.7%Added
Wesbanco Bank Inc1,255$648.4K0.02%−98−7.2%Reduced
Heritage Wealth Management, Inc./Texas1,264$653.0K0.38%−100−7.3%Reduced
Smart Money Group LLC1,360$653.5K0.23%+105+8.4%Added
Sigma Planning Corp1,268$654.8K0.02%−620−32.8%Reduced
L2 Asset Management, LLC1,270$656.1K0.18%+43+3.5%Added
Johnson Financial Group, Inc.1,270$656.1K0.03%−482−27.5%Reduced
Signet Investment Advisory Group, Inc.1,271$656.7K0.33%+1,271New
SFM, LLC1,275$658.5K0.49%+4+0.3%Added
Nicholas Hoffman & Company, LLC.1,284$663.3K0.03%−126−8.9%Reduced
Caldwell Trust Co1,284$663.3K0.07%+236+22.5%Added
Lakeview Capital Partners, LLC1,285$664.0K0.11%+346+36.8%Added
Moneta Group Investment Advisors LLC1,290$666.4K0.01%−167−11.5%Reduced
Assetmark, Inc1,298$670.6K0.00%+208+19.1%Added
Royal Capital Wealth Management, LLC1,300$671.6K0.47%00.0%Unchanged
Orrstown Financial Services Inc1,309$676.3K0.20%+67+5.4%Added
Journey Strategic Wealth LLC1,313$678.5K0.02%+92+7.5%Added
Level Four Advisory Services, LLC1,416$680.2K0.03%+30+2.2%Added