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 |
|---|---|---|---|---|---|
| 9258 Wealth Management, LLC | 1,925 | $994.5K | 0.15% | +2+0.1% | Added |
| Trium Capital LLP | 1,913 | $988.0K | 0.45% | −2,541−57.0% | Reduced |
| CenterBook Partners LP | 1,911 | $987.3K | 0.06% | +1,911 | New |
| Simon Quick Advisors, LLC | 1,907 | $985.2K | 0.06% | +189+11.0% | Added |
| Waldron Private Wealth LLC | 1,891 | $976.9K | 0.04% | +15+0.8% | Added |
| Marcum Wealth, LLC | 1,886 | $974.3K | 0.09% | −1−0.1% | Reduced |
| Warren Averett Asset Management, LLC | 1,884 | $973.2K | 0.02% | −182−8.8% | Reduced |
| Guardian Wealth Advisors, LLC | 1,883 | $972.6K | 0.60% | −12−0.6% | Reduced |
| Roberts Capital Advisors, LLC | 1,874 | $968.1K | 0.83% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 1,873 | $967.7K | 0.26% | +31+1.7% | Added |
| Geneos Wealth Management Inc. | 1,850 | $955.5K | 0.04% | +1,729+1,428.9% | Added |
| Financial Advocates Investment Management | 1,848 | $954.7K | 0.05% | −34−1.8% | Reduced |
| Premier Path Wealth Partners, LLC | 1,846 | $953.7K | 0.15% | +10+0.5% | Added |
| Coastal Investment Advisors, Inc. | 1,802 | $950.8K | 0.44% | +1,802 | New |
| Landscape Capital Management, L.L.C. | 1,838 | $949.5K | 0.10% | −2,133−53.7% | Reduced |
| Meridian Wealth Partners, LLC | 1,829 | $945.1K | 0.15% | −6−0.3% | Reduced |
| Leavell Investment Management, Inc. | 1,828 | $944.4K | 0.05% | +8+0.4% | Added |
| CX Institutional | 1,826 | $943.5K | 0.04% | +16+0.9% | Added |
| Radnor Capital Management, LLC | 1,818 | $939.0K | 0.14% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 1,809 | $934.6K | 0.03% | +9+0.5% | Added |
| Virtus ETF Advisers LLC | 1,808 | $934.0K | 0.44% | −185−9.3% | Reduced |
| Trillium Asset Management, LLC | 1,806 | $933.0K | 0.02% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 1,805 | $932.5K | 0.08% | +107+6.3% | Added |
| Chicago Trust Co NA | 1,778 | $918.5K | 0.16% | −13−0.7% | Reduced |
| Seeds Investor LLC | 1,775 | $917.2K | 0.34% | +342+23.9% | Added |
| Griffin Asset Management, Inc. | 1,775 | $917.0K | 0.10% | −1−0.1% | Reduced |
| Vise Technologies, Inc. | 1,767 | $912.9K | 0.12% | +1,141+182.3% | Added |
| Golden State Equity Partners | 1,758 | $908.1K | 0.14% | −926−34.5% | Reduced |
| Douglas Lane & Associates, LLC | 1,755 | $906.7K | 0.01% | −30−1.7% | Reduced |
| Ironwood Investment Management LLC | 1,755 | $906.7K | 0.44% | −2−0.1% | Reduced |
| Founders Financial Securities LLC | 1,752 | $905.1K | 0.08% | +67+4.0% | Added |
| Opal Wealth Advisors, LLC | 1,751 | $904.6K | 0.28% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 467,024 | $904.0K | 0.00% | +466,757+174,815.4% | Added |
| Red Spruce Capital, LLC | 1,746 | $902.0K | 0.41% | −99−5.4% | Reduced |
| Aspire Wealth Management Corp | 1,739 | $898.4K | 0.48% | 00.0% | Unchanged |
| Mendel Capital Management LLC | 1,739 | $898.3K | 0.55% | +42+2.5% | Added |
| Columbus Macro, LLC | 1,732 | $897.9K | 0.33% | −32−1.8% | Reduced |
| TrinityPoint Wealth, LLC | 1,719 | $887.9K | 0.13% | −143−7.7% | Reduced |
| Tritonpoint Wealth, LLC | 1,731 | $887.7K | 0.08% | −32−1.8% | Reduced |
| Legato Capital Management LLC | 1,715 | $886.0K | 0.11% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 1,711 | $883.8K | 0.31% | +1,044+156.5% | Added |
| ERn Financial, LLC | 1,704 | $880.3K | 0.13% | −36−2.1% | Reduced |
| We Are One Seven, LLC | 1,704 | $880.3K | 0.04% | −97−5.4% | Reduced |
| Howard Bailey Securities, LLC | 1,704 | $880.1K | 0.33% | +1,704 | New |
| Israel Discount Bank of New York | 1,700 | $878.3K | 1.31% | 00.0% | Unchanged |
| Waters Parkerson & Co., LLC | 1,700 | $878.0K | 0.04% | 00.0% | Unchanged |
| Diversified Trust Co | 1,689 | $872.6K | 0.02% | +492+41.1% | Added |
| Fullcircle Wealth LLC | 1,789 | $871.7K | 0.39% | +21+1.2% | Added |
| Williamson Legacy Group, LLC | 1,682 | $869.0K | 0.58% | +1,682 | New |
| PDS Planning, Inc | 1,681 | $868.4K | 0.08% | +68+4.2% | Added |
| Arcadia Investment Management Corp | 1,680 | $867.9K | 0.14% | 00.0% | Unchanged |
| Covenant Partners, LLC | 1,679 | $867.4K | 0.25% | +98+6.2% | Added |
| MRP Capital Investments, LLC | 1,676 | $865.9K | 0.82% | −122−6.8% | Reduced |
| Threadgill Financial, LLC | 1,672 | $863.8K | 0.51% | +188+12.7% | Added |
| Formidable Asset Management, LLC | 1,667 | $861.5K | 0.14% | −208−11.1% | Reduced |
| Sunflower Bank, N.A. | 1,663 | $859.1K | 0.24% | −4−0.2% | 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 |
| Jacobsen Capital Management | 1,651 | $852.9K | 0.36% | −89−5.1% | Reduced |
| Geller Advisors LLC | 1,649 | $851.9K | 0.06% | −1,256−43.2% | Reduced |
| Motiv8 Investments LLC | 1,640 | $847.2K | 0.57% | +58+3.7% | Added |
| Legacy Wealth Asset Management, LLC | 1,638 | $846.2K | 0.23% | −18−1.1% | Reduced |
| J. Safra Sarasin Holding AG | 1,627 | $840.5K | 0.01% | 00.0% | Unchanged |
| Sepio Capital, LP | 1,619 | $836.2K | 0.07% | +1+0.1% | Added |
| Sound Financial Strategies Group, LLC | 1,607 | $830.2K | 0.67% | −102−6.0% | Reduced |
| Institute for Wealth Management, LLC. | 1,604 | $828.7K | 0.10% | −2−0.1% | Reduced |
| Beach Investment Counsel Inc | 1,600 | $827.0K | 0.10% | 00.0% | Unchanged |
| Cynosure Management, LLC | 1,598 | $825.6K | 0.12% | −129−7.5% | Reduced |
| Vestmark Advisory Solutions, Inc. | 1,598 | $825.6K | 0.03% | +275+20.8% | Added |
| Relyea Zuckerberg Hanson LLC | 1,594 | $823.6K | 0.13% | +98+6.6% | Added |
| Gladstone Institutional Advisory LLC | 1,590 | $821.5K | 0.04% | +616+63.2% | Added |
| Retireful, LLC | 1,581 | $816.8K | 0.60% | +1,581 | New |
| Moseley Investment Management Inc | 1,572 | $811.9K | 0.32% | +2+0.1% | Added |
| Aster Capital Management (DIFC) Ltd | 1,571 | $811.6K | 0.18% | +1,571 | New |
| Crestmont Private Wealth LLC | 1,559 | $805.4K | 0.35% | +81+5.5% | Added |
| Ironwood Investment Counsel, LLC | 1,556 | $803.9K | 0.13% | −23−1.5% | Reduced |
| Friedenthal Financial | 1,554 | $802.8K | 0.47% | +1,554 | New |
| Sage Mountain Advisors LLC | 1,545 | $798.4K | 0.07% | +132+9.3% | Added |
| Spinnaker Trust | 1,543 | $797.1K | 0.05% | +40+2.7% | Added |
| Hoxton Planning & Management, LLC | 1,542 | $796.6K | 0.31% | +55+3.7% | Added |
| Prossimo Advisors, LLC | 1,534 | $792.0K | 0.58% | +11+0.7% | Added |
| Mutual Advisors, LLC | 1,605 | $791.5K | 0.02% | +146+10.0% | Added |
| Hancock Whitney Corp | 1,531 | $790.9K | 0.03% | +15+1.0% | Added |
| Oak Harbor Wealth Partners, LLC | 1,529 | $790.1K | 0.23% | −2−0.1% | Reduced |
| Stonegate Investment Group, LLC | 1,528 | $789.6K | 0.02% | −138−8.3% | Reduced |
| Continuum Advisory, LLC | 1,544 | $788.4K | 0.10% | +20+1.3% | Added |
| WSFS Capital Management, LLC | 1,511 | $780.6K | 0.04% | −33−2.1% | Reduced |
| Allworth Financial LP | 1,505 | $777.6K | 0.00% | −281−15.7% | Reduced |
| My Legacy Advisors, LLC | 1,503 | $776.5K | 0.31% | −288−16.1% | Reduced |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 1,500 | $774.9K | 0.30% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 1,497 | $773.4K | 0.06% | −203−11.9% | Reduced |
| HWG Holdings LP | 1,496 | $772.9K | 0.27% | +1,435+2,352.5% | Added |
| Catalina Capital Group, LLC | 1,495 | $772.4K | 0.26% | +106+7.6% | Added |
| Magnolia Capital Advisors LLC | 1,492 | $771.0K | 0.39% | +3+0.2% | Added |
| Nova R Wealth, Inc. | 1,492 | $770.6K | 0.38% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 1,490 | $769.8K | 0.44% | −80−5.1% | Reduced |
| Advisors Capital Management, LLC | 1,488 | $769.0K | 0.01% | −118−7.3% | Reduced |
| Smithfield Trust Co | 1,479 | $766.0K | 0.04% | +233+18.7% | Added |
| First Affirmative Financial Network | 1,479 | $763.9K | 0.42% | +180+13.9% | Added |
| Conestoga Capital Advisors, LLC | 1,476 | $762.5K | 0.01% | −574−28.0% | Reduced |