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 |
|---|---|---|---|---|---|
| Alpha Cubed Investments, LLC | 1,472 | $760.5K | 0.03% | −15−1.0% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 1,463 | $755.6K | 0.04% | 00.0% | Unchanged |
| Balboa Wealth Partners | 1,456 | $752.0K | 0.19% | +24+1.7% | Added |
| BKD Wealth Advisors, LLC | 1,453 | $750.6K | 0.02% | −10−0.7% | Reduced |
| New Hampshire Trust | 1,449 | $748.6K | 0.16% | 00.0% | Unchanged |
| One Wealth Advisors, LLC | 1,441 | $744.4K | 0.11% | −8−0.6% | Reduced |
| Woodstock Corp | 1,430 | $738.8K | 0.07% | −313−18.0% | Reduced |
| Nicholson Wealth Management Group, LLC | 1,427 | $737.2K | 0.61% | +1,427 | New |
| Insigneo Advisory Services, LLC | 1,426 | $736.8K | 0.07% | −437−23.5% | Reduced |
| Navellier & Associates Inc | 1,426 | $736.7K | 0.10% | 00.0% | Unchanged |
| Mattern Wealth Management LLC | 1,422 | $734.6K | 0.16% | −2,192−60.7% | Reduced |
| Allred Capital Management, LLC | 1,414 | $730.5K | 0.29% | +69+5.1% | Added |
| J. W. Coons Advisors, LLC | 1,412 | $729.5K | 0.18% | −31−2.1% | Reduced |
| Change Path, LLC | 1,410 | $728.6K | 0.02% | +490+53.3% | Added |
| PAX Financial Group, LLC | 1,410 | $728.5K | 0.13% | −103−6.8% | Reduced |
| Verdence Capital Advisors LLC | 1,409 | $727.8K | 0.06% | −46−3.2% | Reduced |
| Quotient Wealth Partners, LLC | 1,407 | $726.9K | 0.02% | −109−7.2% | Reduced |
| Ninepoint Partners LP | 1,406 | $726.4K | 0.10% | −194−12.1% | Reduced |
| Trust Point Inc. | 1,404 | $725.3K | 0.05% | +20+1.4% | Added |
| Kendall Capital Management | 1,400 | $723.3K | 0.22% | −35−2.4% | Reduced |
| RiverPark Advisors, LLC | 1,395 | $720.7K | 0.59% | +10+0.7% | Added |
| Burney Co | 1,390 | $718.1K | 0.03% | +25+1.8% | Added |
| Buttonwood Financial Advisors Inc. | 1,389 | $717.4K | 0.31% | −23−1.6% | Reduced |
| Finivi Inc. | 1,384 | $715.0K | 0.58% | +738+114.2% | Added |
| Naples Global Advisors, LLC | 1,374 | $709.8K | 0.07% | 00.0% | Unchanged |
| Keel Point, LLC | 1,371 | $708.5K | 0.06% | +111+8.8% | Added |
| Park Place Capital Corp | 1,362 | $703.6K | 0.20% | −124−8.3% | Reduced |
| Argent Financial Group, Inc. | 1,352 | $698.5K | 0.08% | +1,352 | New |
| Mesirow Financial Investment Management, Inc. | 1,351 | $697.9K | 0.01% | +127+10.4% | Added |
| Townsend Asset Management Corp | 1,349 | $697.2K | 0.26% | −583−30.2% | Reduced |
| Richard W. Paul & Associates, LLC | 1,345 | $695.0K | 0.25% | −42−3.0% | Reduced |
| Everett Harris & Co | 1,345 | $694.9K | 0.01% | 00.0% | Unchanged |
| BSW Wealth Partners | 1,332 | $688.3K | 0.10% | +218+19.6% | Added |
| Morningstar Investment Services LLC | 1,342 | $688.0K | 0.01% | +244+22.2% | Added |
| Chicago Partners Investment Group LLC | 1,345 | $687.0K | 0.02% | +232+20.8% | Added |
| Michael B. Yongue | 1,329 | $686.6K | 0.55% | −4−0.3% | Reduced |
| Ameliora Wealth Management Ltd. | 1,326 | $685.0K | 0.29% | +81+6.5% | Added |
| Level Four Advisory Services, LLC | 1,416 | $680.2K | 0.03% | +30+2.2% | Added |
| Journey Strategic Wealth LLC | 1,313 | $678.5K | 0.02% | +92+7.5% | Added |
| Orrstown Financial Services Inc | 1,309 | $676.3K | 0.20% | +67+5.4% | Added |
| Royal Capital Wealth Management, LLC | 1,300 | $671.6K | 0.47% | 00.0% | Unchanged |
| Assetmark, Inc | 1,298 | $670.6K | 0.00% | +208+19.1% | Added |
| Moneta Group Investment Advisors LLC | 1,290 | $666.4K | 0.01% | −167−11.5% | Reduced |
| Lakeview Capital Partners, LLC | 1,285 | $664.0K | 0.11% | +346+36.8% | Added |
| Nicholas Hoffman & Company, LLC. | 1,284 | $663.3K | 0.03% | −126−8.9% | Reduced |
| Caldwell Trust Co | 1,284 | $663.3K | 0.07% | +236+22.5% | Added |
| SFM, LLC | 1,275 | $658.5K | 0.49% | +4+0.3% | Added |
| Signet Investment Advisory Group, Inc. | 1,271 | $656.7K | 0.33% | +1,271 | New |
| Johnson Financial Group, Inc. | 1,270 | $656.1K | 0.03% | −482−27.5% | Reduced |
| L2 Asset Management, LLC | 1,270 | $656.1K | 0.18% | +43+3.5% | Added |
| Sigma Planning Corp | 1,268 | $654.8K | 0.02% | −620−32.8% | Reduced |
| Smart Money Group LLC | 1,360 | $653.5K | 0.23% | +105+8.4% | Added |
| Heritage Wealth Management, Inc./Texas | 1,264 | $653.0K | 0.38% | −100−7.3% | Reduced |
| Wesbanco Bank Inc | 1,255 | $648.4K | 0.02% | −98−7.2% | Reduced |
| Westwood Holdings Group Inc. | 1,249 | $645.3K | 0.00% | +21+1.7% | Added |
| Circle Wealth Management, LLC | 1,243 | $642.2K | 0.01% | −153−11.0% | Reduced |
| Principle Wealth Partners LLC | 1,237 | $639.1K | 0.05% | 00.0% | Unchanged |
| Camden Capital, LLC | 1,237 | $638.8K | 0.07% | −254−17.0% | Reduced |
| Legacy Financial Advisors, Inc. | 1,235 | $638.2K | 0.11% | +42+3.5% | Added |
| Country Club Bank | 1,238 | $634.7K | 0.04% | 00.0% | Unchanged |
| Joule Financial, LLC | 1,226 | $633.4K | 0.23% | +4+0.3% | Added |
| Wambolt & Associates, LLC | 1,236 | $633.1K | 0.17% | −7−0.6% | Reduced |
| Global Retirement Partners, LLC | 1,224 | $632.1K | 0.02% | +143+13.2% | Added |
| Catalyst Financial Partners LLC | 1,223 | $631.8K | 0.12% | +6+0.5% | Added |
| Bullock Wealth Management Group | 1,229 | $629.3K | 0.38% | +48+4.1% | Added |
| Magellan Asset Management Ltd | 1,211 | $625.6K | 0.01% | −103−7.8% | Reduced |
| Ferguson Wellman Capital Management, Inc | 1,211 | $625.6K | 0.01% | −5−0.4% | Reduced |
| Harbor Investment Advisory, LLC | 1,204 | $622.0K | 0.06% | −10−0.8% | Reduced |
| Catalyst Funds Management Pty Ltd | 1,200 | $619.9K | 0.14% | +900+300.0% | Added |
| Atomi Financial Group, Inc. | 1,195 | $617.5K | 0.04% | +143+13.6% | Added |
| Callan Capital, LLC | 1,185 | $612.2K | 0.04% | +101+9.3% | Added |
| Y-Intercept (Hong Kong) Ltd | 1,182 | $610.6K | 0.04% | +563+91.0% | Added |
| Trueblood Wealth Management, LLC | 1,181 | $610.1K | 0.31% | −15−1.3% | Reduced |
| Amica Retiree Medical Trust | 1,173 | $606.0K | 0.50% | +1,173 | New |
| Tilia Fiduciary Partners, Inc. | 1,173 | $606.0K | 0.42% | −1−0.1% | Reduced |
| Little House Capital LLC | 1,171 | $605.0K | 0.17% | −99−7.8% | Reduced |
| United Community Bank | 1,156 | $597.2K | 0.23% | −96−7.7% | Reduced |
| West Family Investments, Inc. | 1,156 | $597.2K | 0.20% | +116+11.2% | Added |
| Paulson Wealth Management Inc. | 1,145 | $591.5K | 0.16% | 00.0% | Unchanged |
| Maven Securities LTD | 1,144 | $591.0K | 0.07% | +1,144 | New |
| Kathmere Capital Management, LLC | 1,142 | $590.0K | 0.06% | +41+3.7% | Added |
| Beacon Bridge Wealth Partners, LLC | 1,142 | $589.9K | 0.25% | −12−1.0% | Reduced |
| Capstone Investment Advisors, LLC | 1,141 | $589.5K | 0.01% | −3,375−74.7% | Reduced |
| ICW Investment Advisors LLC | 1,134 | $586.2K | 0.24% | +45+4.1% | Added |
| Fulton Bank, N.A. | 1,131 | $584.3K | 0.02% | −23−2.0% | Reduced |
| Dividend Assets Capital, LLC | 1,118 | $577.6K | 0.11% | −30−2.6% | Reduced |
| Welch & Forbes LLC | 1,117 | $577.1K | 0.01% | +5+0.4% | Added |
| Catalytic Wealth RIA, LLC | 1,111 | $574.0K | 0.10% | −2−0.2% | Reduced |
| Clare Market Investments LLC | 1,110 | $573.4K | 0.15% | +1,110 | New |
| Cable Hill Partners, LLC | 1,105 | $570.9K | 0.06% | −22−2.0% | Reduced |
| Smith Shellnut Wilson LLC | 1,105 | $570.9K | 0.26% | −9−0.8% | Reduced |
| TCG Advisory Services, LLC | 1,104 | $570.3K | 0.02% | +16+1.5% | Added |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 1,104 | $570.3K | 0.00% | +84+8.2% | Added |
| Shulman DeMeo Asset Management LLC | 1,088 | $562.2K | 0.14% | +1+0.1% | Added |
| Elgethun Capital Management | 1,083 | $559.7K | 0.13% | 00.0% | Unchanged |
| 1776 Wealth LLC | 1,082 | $559.0K | 0.25% | −58−5.1% | Reduced |
| Sunbelt Securities, Inc. | 1,081 | $558.7K | 0.05% | −7−0.6% | Reduced |
| Interchange Capital Partners, LLC | 1,080 | $558.1K | 0.20% | +454+72.5% | Added |
| WR Wealth Planners, LLC | 1,078 | $556.9K | 0.15% | +2+0.2% | Added |
| Capula Management Ltd | 1,072 | $553.8K | 0.01% | +1,072 | New |