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 |
|---|---|---|---|---|---|
| AAFMAA Wealth Management & Trust LLC | 3,587 | $1.85M | 0.82% | −90−2.4% | Reduced |
| Transform Wealth, LLC | 3,580 | $1.85M | 0.12% | 00.0% | Unchanged |
| Legacy Capital Wealth Partners, LLC | 3,575 | $1.85M | 0.37% | +1,653+86.0% | Added |
| Portfolio Design Labs, LLC | 3,557 | $1.84M | 0.51% | +3,557 | New |
| Tealwood Asset Management Inc | 3,553 | $1.84M | 0.80% | +3,553 | New |
| Broadwater Capital Management LLC | 3,520 | $1.82M | 1.34% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 3,484 | $1.80M | 0.15% | +10.0% | Added |
| First Hawaiian Bank | 3,481 | $1.80M | 0.06% | −241−6.5% | Reduced |
| Platform Technology Partners | 3,448 | $1.78M | 0.56% | +26+0.8% | Added |
| Barlow Wealth Partners, Inc. | 3,503 | $1.77M | 0.23% | 00.0% | Unchanged |
| Reynders McVeigh Capital Management, LLC | 3,430 | $1.77M | 0.09% | 00.0% | Unchanged |
| Davis R M Inc | 3,426 | $1.77M | 0.03% | −2−0.1% | Reduced |
| Summit Trail Advisors, LLC | 3,414 | $1.76M | 0.04% | +889+35.2% | Added |
| Wolverine Trading, LLC | 3,426 | $1.76M | 0.05% | −48−1.4% | Reduced |
| Virtu Financial LLC | 3,393 | $1.75M | 0.10% | +3,393 | New |
| Lecap Asset Management Ltd | 3,388 | $1.75M | 0.38% | +3,388 | New |
| Quadrant Capital Group LLC | 3,387 | $1.75M | 0.12% | +37+1.1% | Added |
| Nichols & Pratt Advisers LLP | 3,378 | $1.75M | 0.11% | +100+3.1% | Added |
| Ronald Blue Trust, Inc. | 3,897 | $1.74M | 0.02% | +97+2.6% | Added |
| Fosun International Ltd | 3,360 | $1.74M | 0.57% | −1,430−29.9% | Reduced |
| Redwood Investment Management, LLC | 3,360 | $1.72M | 0.15% | −136−3.9% | Reduced |
| Wealth Alliance | 3,333 | $1.72M | 0.21% | −57−1.7% | Reduced |
| Lazard Freres Gestion S.A.S. | 3,305 | $1.71M | 0.04% | +250+8.2% | Added |
| HBK Sorce Advisory LLC | 3,299 | $1.70M | 0.05% | −138−4.0% | Reduced |
| Waterloo Capital, L.P. | 3,295 | $1.70M | 0.19% | +741+29.0% | Added |
| Proequities, Inc. | 3,281 | $1.70M | 0.10% | −429−11.6% | Reduced |
| Old National Bancorp | 3,272 | $1.69M | 0.04% | +39+1.2% | Added |
| Cornercap Investment Counsel Inc | 3,256 | $1.68M | 0.50% | −1,416−30.3% | Reduced |
| Fort Point Capital Partners LLC | 3,254 | $1.68M | 0.21% | −15−0.5% | Reduced |
| Cigna Investments Inc | 3,245 | $1.68M | 0.30% | +3+0.1% | Added |
| Penserra Capital Management LLC | 3,240 | $1.67M | 0.04% | +1,726+114.0% | Added |
| Aptus Capital Advisors, LLC | 3,221 | $1.66M | 0.03% | +412+14.7% | Added |
| Central Valley Advisors, LLC | 3,215 | $1.66M | 0.94% | +76+2.4% | Added |
| Leonteq Securities AG | 3,195 | $1.65M | 0.19% | +2,730+587.1% | Added |
| Checchi Capital Advisers, LLC | 3,189 | $1.65M | 0.12% | +66+2.1% | Added |
| Dorsey & Whitney Trust CO LLC | 3,180 | $1.64M | 0.09% | +206+6.9% | Added |
| Aaron Wealth Advisors | 3,178 | $1.64M | 0.20% | +228+7.7% | Added |
| Csenge Advisory Group | 3,128 | $1.63M | 0.09% | −178−5.4% | Reduced |
| LVW Advisors, LLC | 3,144 | $1.62M | 0.21% | +433+16.0% | Added |
| Geneva Capital Management LLC | 3,143 | $1.62M | 0.03% | −273−8.0% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,135 | $1.62M | 0.05% | −136−4.2% | Reduced |
| AIMZ Investment Advisors, LLC | 3,122 | $1.61M | 0.55% | 00.0% | Unchanged |
| Voya Financial Advisors, Inc. | 3,142 | $1.61M | 0.17% | −268−7.9% | Reduced |
| Thomasville National Bank | 3,107 | $1.61M | 0.12% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 3,129 | $1.60M | 0.19% | +819+35.5% | Added |
| BancorpSouth Bank | 3,104 | $1.60M | 0.11% | −107−3.3% | Reduced |
| AdvisorNet Financial, Inc | 3,095 | $1.60M | 0.12% | +221+7.7% | Added |
| Bollard Group LLC | 3,091 | $1.60M | 0.04% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 3,091 | $1.60M | 0.08% | −166−5.1% | Reduced |
| Ellevest, Inc. | 3,071 | $1.59M | 0.09% | 00.0% | Unchanged |
| Barden Capital Management, Inc. | 3,067 | $1.58M | 1.39% | +507+19.8% | Added |
| River Wealth Advisors LLC | 3,064 | $1.58M | 0.21% | −134−4.2% | Reduced |
| Canandaigua National Bank & Trust Co | 3,064 | $1.58M | 0.15% | −36−1.2% | Reduced |
| BKM Wealth Management, LLC | 3,052 | $1.58M | 0.64% | −31−1.0% | Reduced |
| United Asset Strategies, Inc. | 3,049 | $1.58M | 0.15% | +130+4.5% | Added |
| Anchor Investment Management, LLC | 3,045 | $1.57M | 0.15% | −92−2.9% | Reduced |
| Brighton Jones LLC | 3,033 | $1.57M | 0.06% | −80−2.6% | Reduced |
| GAMMA Investing LLC | 3,033 | $1.57M | 0.16% | +518+20.6% | Added |
| WoodTrust Financial Corp | 3,028 | $1.56M | 0.22% | 00.0% | Unchanged |
| Thrive Wealth Management, LLC | 2,992 | $1.55M | 0.28% | −9−0.3% | Reduced |
| BTG Pactual Asset Management US LLC | 2,962 | $1.53M | 0.22% | −3,429−53.7% | Reduced |
| Procyon Private Wealth Partners, LLC | 2,925 | $1.51M | 0.10% | −7−0.2% | Reduced |
| GM Advisory Group, Inc. | 2,923 | $1.51M | 0.09% | +2+0.1% | Added |
| Highview Capital Management LLC | 2,905 | $1.50M | 0.61% | +60+2.1% | Added |
| W.H. Cornerstone Investments Inc. | 2,897 | $1.50M | 1.01% | −439−13.2% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 2,887 | $1.49M | 0.20% | −40−1.4% | Reduced |
| RMR Wealth Builders | 2,871 | $1.48M | 0.16% | −144−4.8% | Reduced |
| Jacobi Capital Management LLC | 2,867 | $1.48M | 0.11% | +3+0.1% | Added |
| Ground Swell Capital, LLC | 2,846 | $1.47M | 2.09% | +2,846 | New |
| Evergreen Capital Management LLC | 2,828 | $1.46M | 0.05% | +76+2.8% | Added |
| Quintet Private Bank (Europe) S.A. | 2,828 | $1.46M | 0.08% | +398+16.4% | Added |
| IPG Investment Advisors LLC | 2,805 | $1.45M | 0.32% | +2,805 | New |
| Fullerton Fund Management Co Ltd. | 2,798 | $1.45M | 0.06% | +2,095+298.0% | Added |
| Alpine Woods Capital Investors, LLC | 2,847 | $1.44M | 0.25% | −808−22.1% | Reduced |
| LGT Group Foundation | 2,783 | $1.43M | 0.02% | +231+9.1% | Added |
| Keebeck Wealth Management, LLC | 2,770 | $1.43M | 0.21% | −40−1.4% | Reduced |
| Capital Analysts, LLC | 2,759 | $1.43M | 0.06% | +333+13.7% | Added |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 2,747 | $1.42M | 0.60% | −427−13.5% | Reduced |
| Transatlantique Private Wealth LLC | 2,731 | $1.41M | 0.54% | −495−15.3% | Reduced |
| Trust Co of Oklahoma | 2,730 | $1.41M | 0.46% | −176−6.1% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,710 | $1.40M | 0.08% | +2,100+344.3% | Added |
| Quantitative Investment Management, LLC | 2,708 | $1.40M | 0.14% | −3,748−58.1% | Reduced |
| Ingalls & Snyder LLC | 2,705 | $1.40M | 0.05% | −50−1.8% | Reduced |
| Redwood Investments, LLC | 2,704 | $1.40M | 0.42% | −150−5.3% | Reduced |
| Syon Capital LLC | 2,677 | $1.38M | 0.12% | −11−0.4% | Reduced |
| Tudor Investment Corp Et Al | 2,671 | $1.38M | 0.02% | +2,671 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 2,660 | $1.37M | 0.38% | +211+8.6% | Added |
| Central Pacific Bank - Trust Division | 2,659 | $1.37M | 0.17% | −2,165−44.9% | Reduced |
| Exchange Capital Management, Inc. | 2,652 | $1.37M | 0.22% | −95−3.5% | Reduced |
| Principal Securities, Inc. | 2,638 | $1.36M | 0.03% | +235+9.8% | Added |
| Strengthening Families & Communities, LLC | 2,637 | $1.36M | 0.35% | +93+3.7% | Added |
| Rothschild Investment LLC | 2,625 | $1.36M | 0.09% | +825+45.8% | Added |
| WBI Investments | 2,622 | $1.35M | 0.33% | +2,622 | New |
| Sirios Capital Management L P | 2,621 | $1.35M | 0.24% | −4,206−61.6% | Reduced |
| Strategic Wealth Partners, Ltd. | 2,609 | $1.35M | 0.13% | +227+9.5% | Added |
| Sageworth Trust Co | 2,602 | $1.34M | 0.08% | +2,602 | New |
| Lokken Investment Group LLC | 2,583 | $1.33M | 0.56% | +314+13.8% | Added |
| Advanced Portfolio Management, LLC | 2,572 | $1.33M | 1.37% | −2,229−46.4% | Reduced |
| Marshall Financial Group LLC | 2,563 | $1.32M | 0.32% | −8−0.3% | Reduced |
| Beverly Hills Private Wealth, LLC | 2,555 | $1.32M | 0.27% | −587−18.7% | Reduced |