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 |
|---|---|---|---|---|---|
| Ameliora Wealth Management Ltd. | 1,326 | $685.0K | 0.29% | +81+6.5% | Added |
| Michael B. Yongue | 1,329 | $686.6K | 0.55% | −4−0.3% | Reduced |
| Chicago Partners Investment Group LLC | 1,345 | $687.0K | 0.02% | +232+20.8% | Added |
| Morningstar Investment Services LLC | 1,342 | $688.0K | 0.01% | +244+22.2% | Added |
| BSW Wealth Partners | 1,332 | $688.3K | 0.10% | +218+19.6% | Added |
| Everett Harris & Co | 1,345 | $694.9K | 0.01% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 1,345 | $695.0K | 0.25% | −42−3.0% | Reduced |
| Townsend Asset Management Corp | 1,349 | $697.2K | 0.26% | −583−30.2% | Reduced |
| Mesirow Financial Investment Management, Inc. | 1,351 | $697.9K | 0.01% | +127+10.4% | Added |
| Argent Financial Group, Inc. | 1,352 | $698.5K | 0.08% | +1,352 | New |
| Park Place Capital Corp | 1,362 | $703.6K | 0.20% | −124−8.3% | Reduced |
| Keel Point, LLC | 1,371 | $708.5K | 0.06% | +111+8.8% | Added |
| Naples Global Advisors, LLC | 1,374 | $709.8K | 0.07% | 00.0% | Unchanged |
| Finivi Inc. | 1,384 | $715.0K | 0.58% | +738+114.2% | Added |
| Buttonwood Financial Advisors Inc. | 1,389 | $717.4K | 0.31% | −23−1.6% | Reduced |
| Burney Co | 1,390 | $718.1K | 0.03% | +25+1.8% | Added |
| RiverPark Advisors, LLC | 1,395 | $720.7K | 0.59% | +10+0.7% | Added |
| Kendall Capital Management | 1,400 | $723.3K | 0.22% | −35−2.4% | Reduced |
| Trust Point Inc. | 1,404 | $725.3K | 0.05% | +20+1.4% | Added |
| Ninepoint Partners LP | 1,406 | $726.4K | 0.10% | −194−12.1% | Reduced |
| Quotient Wealth Partners, LLC | 1,407 | $726.9K | 0.02% | −109−7.2% | Reduced |
| Verdence Capital Advisors LLC | 1,409 | $727.8K | 0.06% | −46−3.2% | Reduced |
| PAX Financial Group, LLC | 1,410 | $728.5K | 0.13% | −103−6.8% | Reduced |
| Change Path, LLC | 1,410 | $728.6K | 0.02% | +490+53.3% | Added |
| J. W. Coons Advisors, LLC | 1,412 | $729.5K | 0.18% | −31−2.1% | Reduced |
| Allred Capital Management, LLC | 1,414 | $730.5K | 0.29% | +69+5.1% | Added |
| Mattern Wealth Management LLC | 1,422 | $734.6K | 0.16% | −2,192−60.7% | Reduced |
| Navellier & Associates Inc | 1,426 | $736.7K | 0.10% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 1,426 | $736.8K | 0.07% | −437−23.5% | Reduced |
| Nicholson Wealth Management Group, LLC | 1,427 | $737.2K | 0.61% | +1,427 | New |
| Woodstock Corp | 1,430 | $738.8K | 0.07% | −313−18.0% | Reduced |
| One Wealth Advisors, LLC | 1,441 | $744.4K | 0.11% | −8−0.6% | Reduced |
| New Hampshire Trust | 1,449 | $748.6K | 0.16% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 1,453 | $750.6K | 0.02% | −10−0.7% | Reduced |
| Balboa Wealth Partners | 1,456 | $752.0K | 0.19% | +24+1.7% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 1,463 | $755.6K | 0.04% | 00.0% | Unchanged |
| Alpha Cubed Investments, LLC | 1,472 | $760.5K | 0.03% | −15−1.0% | Reduced |
| Conestoga Capital Advisors, LLC | 1,476 | $762.5K | 0.01% | −574−28.0% | Reduced |
| First Affirmative Financial Network | 1,479 | $763.9K | 0.42% | +180+13.9% | Added |
| Smithfield Trust Co | 1,479 | $766.0K | 0.04% | +233+18.7% | Added |
| Advisors Capital Management, LLC | 1,488 | $769.0K | 0.01% | −118−7.3% | Reduced |
| CoreFirst Bank & Trust | 1,490 | $769.8K | 0.44% | −80−5.1% | Reduced |
| Nova R Wealth, Inc. | 1,492 | $770.6K | 0.38% | 00.0% | Unchanged |
| Magnolia Capital Advisors LLC | 1,492 | $771.0K | 0.39% | +3+0.2% | Added |
| Catalina Capital Group, LLC | 1,495 | $772.4K | 0.26% | +106+7.6% | Added |
| HWG Holdings LP | 1,496 | $772.9K | 0.27% | +1,435+2,352.5% | Added |
| Fukoku Mutual Life Insurance Co | 1,497 | $773.4K | 0.06% | −203−11.9% | Reduced |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 1,500 | $774.9K | 0.30% | 00.0% | Unchanged |
| My Legacy Advisors, LLC | 1,503 | $776.5K | 0.31% | −288−16.1% | Reduced |
| Allworth Financial LP | 1,505 | $777.6K | 0.00% | −281−15.7% | Reduced |
| WSFS Capital Management, LLC | 1,511 | $780.6K | 0.04% | −33−2.1% | Reduced |
| Continuum Advisory, LLC | 1,544 | $788.4K | 0.10% | +20+1.3% | Added |
| Stonegate Investment Group, LLC | 1,528 | $789.6K | 0.02% | −138−8.3% | Reduced |
| Oak Harbor Wealth Partners, LLC | 1,529 | $790.1K | 0.23% | −2−0.1% | Reduced |
| Hancock Whitney Corp | 1,531 | $790.9K | 0.03% | +15+1.0% | Added |
| Mutual Advisors, LLC | 1,605 | $791.5K | 0.02% | +146+10.0% | Added |
| Prossimo Advisors, LLC | 1,534 | $792.0K | 0.58% | +11+0.7% | Added |
| Hoxton Planning & Management, LLC | 1,542 | $796.6K | 0.31% | +55+3.7% | Added |
| Spinnaker Trust | 1,543 | $797.1K | 0.05% | +40+2.7% | Added |
| Sage Mountain Advisors LLC | 1,545 | $798.4K | 0.07% | +132+9.3% | Added |
| Friedenthal Financial | 1,554 | $802.8K | 0.47% | +1,554 | New |
| Ironwood Investment Counsel, LLC | 1,556 | $803.9K | 0.13% | −23−1.5% | Reduced |
| Crestmont Private Wealth LLC | 1,559 | $805.4K | 0.35% | +81+5.5% | Added |
| Aster Capital Management (DIFC) Ltd | 1,571 | $811.6K | 0.18% | +1,571 | New |
| Moseley Investment Management Inc | 1,572 | $811.9K | 0.32% | +2+0.1% | Added |
| Retireful, LLC | 1,581 | $816.8K | 0.60% | +1,581 | New |
| Gladstone Institutional Advisory LLC | 1,590 | $821.5K | 0.04% | +616+63.2% | Added |
| Relyea Zuckerberg Hanson LLC | 1,594 | $823.6K | 0.13% | +98+6.6% | Added |
| Vestmark Advisory Solutions, Inc. | 1,598 | $825.6K | 0.03% | +275+20.8% | Added |
| Cynosure Management, LLC | 1,598 | $825.6K | 0.12% | −129−7.5% | Reduced |
| Beach Investment Counsel Inc | 1,600 | $827.0K | 0.10% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 1,604 | $828.7K | 0.10% | −2−0.1% | Reduced |
| Sound Financial Strategies Group, LLC | 1,607 | $830.2K | 0.67% | −102−6.0% | Reduced |
| Sepio Capital, LP | 1,619 | $836.2K | 0.07% | +1+0.1% | Added |
| J. Safra Sarasin Holding AG | 1,627 | $840.5K | 0.01% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 1,638 | $846.2K | 0.23% | −18−1.1% | Reduced |
| Motiv8 Investments LLC | 1,640 | $847.2K | 0.57% | +58+3.7% | Added |
| Geller Advisors LLC | 1,649 | $851.9K | 0.06% | −1,256−43.2% | Reduced |
| Jacobsen Capital Management | 1,651 | $852.9K | 0.36% | −89−5.1% | Reduced |
| FineMark National Bank & Trust | 1,657 | $856.0K | 0.03% | +20+1.2% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 1,657 | $856.0K | 0.16% | +267+19.2% | Added |
| Sunflower Bank, N.A. | 1,663 | $859.1K | 0.24% | −4−0.2% | Reduced |
| Formidable Asset Management, LLC | 1,667 | $861.5K | 0.14% | −208−11.1% | Reduced |
| Threadgill Financial, LLC | 1,672 | $863.8K | 0.51% | +188+12.7% | Added |
| MRP Capital Investments, LLC | 1,676 | $865.9K | 0.82% | −122−6.8% | Reduced |
| Covenant Partners, LLC | 1,679 | $867.4K | 0.25% | +98+6.2% | Added |
| Arcadia Investment Management Corp | 1,680 | $867.9K | 0.14% | 00.0% | Unchanged |
| PDS Planning, Inc | 1,681 | $868.4K | 0.08% | +68+4.2% | Added |
| Williamson Legacy Group, LLC | 1,682 | $869.0K | 0.58% | +1,682 | New |
| Fullcircle Wealth LLC | 1,789 | $871.7K | 0.39% | +21+1.2% | Added |
| Diversified Trust Co | 1,689 | $872.6K | 0.02% | +492+41.1% | Added |
| Waters Parkerson & Co., LLC | 1,700 | $878.0K | 0.04% | 00.0% | Unchanged |
| Israel Discount Bank of New York | 1,700 | $878.3K | 1.31% | 00.0% | Unchanged |
| Howard Bailey Securities, LLC | 1,704 | $880.1K | 0.33% | +1,704 | New |
| We Are One Seven, LLC | 1,704 | $880.3K | 0.04% | −97−5.4% | Reduced |
| ERn Financial, LLC | 1,704 | $880.3K | 0.13% | −36−2.1% | Reduced |
| Newbridge Financial Services Group, Inc. | 1,711 | $883.8K | 0.31% | +1,044+156.5% | Added |
| Legato Capital Management LLC | 1,715 | $886.0K | 0.11% | 00.0% | Unchanged |
| Tritonpoint Wealth, LLC | 1,731 | $887.7K | 0.08% | −32−1.8% | Reduced |
| TrinityPoint Wealth, LLC | 1,719 | $887.9K | 0.13% | −143−7.7% | Reduced |