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
- 1,936
- +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 |
|---|---|---|---|---|---|
| Acima Private Wealth, LLC | 826 | $426.7K | 0.14% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 823 | $425.2K | 0.02% | −70−7.8% | Reduced |
| Cornerstone Wealth Group, LLC | 822 | $424.7K | 0.04% | +20+2.5% | Added |
| Richardson Financial Services Inc. | 950 | $423.9K | 0.27% | +3+0.3% | Added |
| Moss Adams Wealth Advisors LLC | 818 | $422.6K | 0.05% | +304+59.1% | Added |
| ICONIQ Capital, LLC | 816 | $421.6K | 0.01% | +816 | New |
| Capital Asset Advisory Services LLC | 809 | $419.5K | 0.02% | −27−3.2% | Reduced |
| Dudley Capital Management, LLC | 808 | $417.4K | 0.22% | +808 | New |
| Ledyard National Bank | 805 | $415.9K | 0.04% | +56+7.5% | Added |
| Dempze Nancy E | 800 | $413.3K | 0.23% | +800 | New |
| Legacy Advisors, LLC | 799 | $412.8K | 0.04% | +95+13.5% | Added |
| Pekin Hardy Strauss, Inc. | 797 | $411.7K | 0.05% | 00.0% | Unchanged |
| Waddell & Associates, LLC | 797 | $411.7K | 0.05% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 795 | $410.8K | 0.11% | +3+0.4% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 788 | $407.1K | 0.00% | −23,302−96.7% | Reduced |
| WMS Partners, LLC | 784 | $405.0K | 0.02% | −220−21.9% | Reduced |
| Clayton Financial Group LLC | 782 | $404.0K | 0.15% | −141−15.3% | Reduced |
| Banco BTG Pactual S.A. | 780 | $403.0K | 0.10% | −917−54.0% | Reduced |
| Independent Financial Group, LLC | 775 | $400.5K | 0.01% | +231+42.5% | Added |
| Reuter James Wealth Management, LLC | 773 | $399.3K | 0.07% | −21−2.6% | Reduced |
| Strategy Asset Managers LLC | 773 | $399.1K | 0.08% | +17+2.2% | Added |
| Burford Brothers, Inc. | 772 | $398.9K | 0.21% | 00.0% | Unchanged |
| Samalin Investment Counsel, LLC | 772 | $398.7K | 0.17% | +1+0.1% | Added |
| Hartford Funds Management Co LLC | 766 | $395.9K | 0.04% | +766 | New |
| Mill Creek Capital Advisors, LLC | 765 | $395.2K | 0.01% | −203−21.0% | Reduced |
| Concord Wealth Partners | 764 | $394.8K | 0.07% | +5+0.7% | Added |
| Summit Global Investments | 760 | $393.0K | 0.03% | −4−0.5% | Reduced |
| Dana Investment Advisors, Inc. | 757 | $391.1K | 0.01% | −64−7.8% | Reduced |
| City State Bank | 757 | $391.1K | 0.14% | +40+5.6% | Added |
| Berry Wealth Group, LP | 756 | $390.6K | 0.28% | −6−0.8% | Reduced |
| TrueWealth Advisors, LLC | 753 | $389.0K | 0.13% | +753 | New |
| Somerset Group LLC | 750 | $387.5K | 0.36% | 00.0% | Unchanged |
| LB Partners LLC | 750 | $387.5K | 0.34% | 00.0% | Unchanged |
| Advisor OS, LLC | 750 | $387.3K | 0.04% | +100+15.4% | Added |
| Violich Capital Management, Inc. | 750 | $387.0K | 0.05% | 00.0% | Unchanged |
| Destination Wealth Management | 749 | $386.9K | 0.01% | −13−1.7% | Reduced |
| Integrated Investment Consultants, LLC | 741 | $382.8K | 0.08% | +5+0.7% | Added |
| Biltmore Family Office, LLC | 737 | $380.7K | 0.07% | +45+6.5% | Added |
| Carr Financial Group Corp | 736 | $380.1K | 0.11% | +24+3.4% | Added |
| Busey Wealth Management | 735 | $379.7K | 0.01% | +126+20.7% | Added |
| Manchester Capital Management LLC | 733 | $378.7K | 0.04% | +20+2.8% | Added |
| Consolidated Portfolio Review Corp | 732 | $377.9K | 0.08% | +1+0.1% | Added |
| ArrowMark Colorado Holdings LLC | 731 | $377.6K | 0.00% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 731 | $377.4K | 0.01% | −128−14.9% | Reduced |
| Grove Bank & Trust | 727 | $375.6K | 0.06% | +52+7.7% | Added |
| Founders Financial Alliance, LLC | 726 | $375.1K | 0.10% | −264−26.7% | Reduced |
| Osborne Partners Capital Management, LLC | 725 | $374.6K | 0.02% | 00.0% | Unchanged |
| Anchor Capital Advisors LLC | 724 | $374.0K | 0.01% | −15−2.0% | Reduced |
| XML Financial, LLC | 723 | $373.5K | 0.03% | +65+9.9% | Added |
| MBB Public Markets I LLC | 720 | $372.0K | 0.03% | −22,018−96.8% | Reduced |
| M&R Capital Management Inc | 720 | $372.0K | 0.08% | 00.0% | Unchanged |
| CVA Family Office, LLC | 718 | $370.9K | 0.06% | +18+2.6% | Added |
| Fox Run Management, L.L.C. | 715 | $369.4K | 0.08% | +715 | New |
| Canopy Partners, LLC | 713 | $368.4K | 0.16% | +8+1.1% | Added |
| Northwest Bancshares, Inc. | 709 | $366.3K | 0.06% | 00.0% | Unchanged |
| Sculati Wealth Management, LLC | 709 | $366.3K | 0.15% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 708 | $365.8K | 0.05% | +33+4.9% | Added |
| Hardy Reed LLC | 705 | $364.2K | 0.03% | +8+1.1% | Added |
| Simmons Bank | 702 | $362.7K | 0.03% | +7+1.0% | Added |
| Eclectic Associates Inc | 702 | $362.7K | 0.14% | 00.0% | Unchanged |
| Endowment Wealth Management, Inc. | 701 | $362.3K | 0.24% | −22−3.0% | Reduced |
| Sandler Capital Management | 700 | $361.6K | 0.07% | 00.0% | Unchanged |
| Symphony Financial, Ltd. Co. | 705 | $361.4K | 0.06% | +22+3.2% | Added |
| Global Assets Advisory, LLC | 704 | $360.6K | 0.20% | +704 | New |
| Oak Thistle LLC | 698 | $360.6K | 0.12% | +698 | New |
| Boit C F David | 700 | $360.3K | 0.18% | 00.0% | Unchanged |
| Peak Planning Group, LLC | 696 | $359.6K | 0.16% | +1+0.1% | Added |
| 180 Wealth Advisors, LLC | 696 | $359.6K | 0.06% | −57−7.6% | Reduced |
| Wealth Architects, LLC | 693 | $358.0K | 0.04% | −1−0.1% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 693 | $358.0K | 0.22% | +693 | New |
| Sand Hill Global Advisors, LLC | 692 | $357.5K | 0.02% | +30+4.5% | Added |
| Cidel Asset Management Inc | 692 | $357.5K | 0.03% | +41+6.3% | Added |
| Veracity Capital LLC | 691 | $357.1K | 0.14% | +33+5.0% | Added |
| MJP Associates Inc | 690 | $356.4K | 0.07% | −58−7.8% | Reduced |
| Meadow Creek Wealth Advisors LLC | 689 | $356.0K | 0.28% | 00.0% | Unchanged |
| Patten & Patten Inc | 683 | $352.9K | 0.02% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 682 | $352.3K | 0.06% | +2+0.3% | Added |
| J. L. Bainbridge & Co., Inc. | 682 | $352.2K | 0.03% | 00.0% | Unchanged |
| Gainplan LLC | 786 | $350.6K | 0.17% | 00.0% | Unchanged |
| Traveka Wealth, LLC | 673 | $347.6K | 0.18% | +46+7.3% | Added |
| Capital Planning Advisors, LLC | 671 | $346.7K | 0.05% | +5+0.8% | Added |
| Peterson Wealth Services | 669 | $345.6K | 0.11% | +73+12.2% | Added |
| ORG Partners LLC | 667 | $345.0K | 0.06% | −471−41.4% | Reduced |
| Stablepoint Partners, LLC | 666 | $344.1K | 0.06% | 00.0% | Unchanged |
| Barnes Pettey Financial Advisors, LLC | 666 | $344.1K | 0.27% | −32−4.6% | Reduced |
| Financial Insights, Inc. | 665 | $343.6K | 0.11% | −677−50.4% | Reduced |
| Oarsman Capital, Inc. | 660 | $341.0K | 0.06% | +74+12.6% | Added |
| Values First Advisors, Inc. | 657 | $339.3K | 0.18% | +2+0.3% | Added |
| Personal Cfo Solutions, LLC | 654 | $337.8K | 0.05% | +13+2.0% | Added |
| Pasadena Private Wealth, LLC | 653 | $337.4K | 0.07% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 653 | $337.4K | 0.08% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 652 | $336.9K | 0.00% | −20−3.0% | Reduced |
| Ifrah Financial Services, Inc. | 652 | $336.9K | 0.09% | −18−2.7% | Reduced |
| TFC Financial Management | 652 | $336.8K | 0.05% | +20+3.2% | Added |
| Lafayette Investments, Inc. | 652 | $336.8K | 0.07% | +1+0.2% | Added |
| David R. Rahn & Associates Inc. | 652 | $336.8K | 0.10% | +3+0.5% | Added |
| Financial Alternatives, Inc | 648 | $334.8K | 0.24% | +100+18.2% | Added |
| EverSource Wealth Advisors, LLC | 648 | $334.6K | 0.02% | +207+46.9% | Added |
| J.W. Cole Advisors, Inc. | 646 | $333.6K | 0.01% | +646 | New |
| Wellington Wealth Strategies, LLC. | 689 | $331.0K | 0.25% | +689 | New |