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 | 2,126 | $108.7B |
| Q4 2025 | 2,203 | $137.4B |
| Q3 2025 | 2,058 | $126.8B |
| Q2 2025 | 2,067 | $140.5B |
| Q1 2025 | 2,081 | $135.4B |
| Q4 2024 | 2,045 | $134.2B |
| Q3 2024 | 1,936 | $140.2B |
| Q2 2024 | 1,842 | $121.4B |
| Q1 2024 | 1,835 | $115.2B |
| Q4 2023 | 1,773 | $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 |
|---|---|---|---|---|---|
| Keynote Financial Services LLC | 640 | $330.6K | 0.25% | −130−16.9% | Reduced |
| Romano Brothers and Company | 638 | $329.6K | 0.04% | 00.0% | Unchanged |
| Goldstein Advisors, LLC | 635 | $328.1K | 0.05% | +54+9.3% | Added |
| Jaffetilchin Investment Partners, LLC | 633 | $326.9K | 0.02% | −22−3.4% | Reduced |
| Shufro Rose & Co LLC | 727 | $324.2K | 0.03% | 00.0% | Unchanged |
| Ascent Wealth Partners, LLC | 627 | $323.9K | 0.05% | −43−6.4% | Reduced |
| VeraBank, N.A. | 626 | $323.4K | 0.09% | 00.0% | Unchanged |
| Family Wealth Group, LLC | 625 | $322.7K | 0.28% | −27−4.1% | Reduced |
| Fermata Advisors, LLC | 620 | $320.1K | 0.06% | +25+4.2% | Added |
| Compass Ion Advisors, LLC | 616 | $318.3K | 0.04% | +9+1.5% | Added |
| Elwood & Goetz Wealth Advisory Group, LLC | 612 | $316.2K | 0.08% | +612 | New |
| Whitaker-Myers Wealth Managers, LTD. | 611 | $315.7K | 0.10% | +611 | New |
| Stratos Wealth Advisors, LLC | 610 | $315.3K | 0.01% | +115+23.2% | Added |
| Gould Asset Management LLC | 608 | $314.1K | 0.07% | −30−4.7% | Reduced |
| Tyche Wealth Partners LLC | 608 | $314.1K | 0.07% | +6+1.0% | Added |
| Capital Market Strategies LLC | 606 | $313.1K | 0.19% | +31+5.4% | Added |
| Ted Buchan & Co | 604 | $312.0K | 0.15% | 00.0% | Unchanged |
| Phillips Wealth Planners LLC | 589 | $311.6K | 0.30% | +61+11.6% | Added |
| Ethos Financial Group, LLC | 598 | $309.0K | 0.05% | −26−4.2% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 598 | $308.9K | 0.01% | −130−17.9% | Reduced |
| Benchmark Investment Advisors LLC | 596 | $308.0K | 0.22% | −687−53.5% | Reduced |
| Courage Miller Partners, LLC | 595 | $307.4K | 0.10% | 00.0% | Unchanged |
| KG&L Capital Management,LLC | 595 | $307.4K | 0.10% | +595 | New |
| SPC Financial, Inc. | 593 | $306.4K | 0.03% | −23−3.7% | Reduced |
| Great Valley Advisor Group, Inc. | 591 | $305.0K | 0.01% | +62+11.7% | Added |
| Ruggaard & Associates LLC | 588 | $303.8K | 0.13% | −15−2.5% | Reduced |
| Marco Investment Management LLC | 588 | $303.8K | 0.03% | 00.0% | Unchanged |
| Affinity Capital Advisors, LLC | 587 | $303.3K | 0.06% | 00.0% | Unchanged |
| 44 Wealth Management LLC | 593 | $303.0K | 0.11% | +593 | New |
| Net Worth Advisory Group | 586 | $302.6K | 0.09% | +586 | New |
| Cary Street Partners Asset Management LLC | 585 | $302.2K | 0.04% | +47+8.7% | Added |
| IVC Wealth Advisors LLC | 582 | $300.7K | 0.16% | 00.0% | Unchanged |
| Mitchell Capital Management Co | 582 | $300.4K | 0.05% | +1+0.2% | Added |
| Naviter Wealth, LLC | 581 | $300.2K | 0.04% | +581 | New |
| Napatree Capital LLC | 581 | $300.2K | 0.21% | +581 | New |
| Wrapmanager Inc | 580 | $299.6K | 0.08% | −76−11.6% | Reduced |
| Northeast Financial Consultants Inc | 579 | $299.1K | 0.01% | +15+2.7% | Added |
| Concord Asset Management, LLC | 578 | $298.7K | 0.07% | +29+5.3% | Added |
| Cascade Financial Partners, LLC | 581 | $298.4K | 0.04% | 00.0% | Unchanged |
| Key Financial Inc | 577 | $298.1K | 0.07% | +6+1.1% | Added |
| Bouchey Financial Group Ltd | 576 | $297.6K | 0.03% | +12+2.1% | Added |
| StrongBox Wealth, LLC | 575 | $297.1K | 0.13% | 00.0% | Unchanged |
| Accelerate Investment Advisors LLC | 573 | $295.9K | 0.29% | +573 | New |
| Forbes J M & Co LLP | 569 | $294.0K | 0.03% | 00.0% | Unchanged |
| Paragon Private Wealth Management, LLC | 568 | $293.4K | 0.15% | +87+18.1% | Added |
| First Nebraska Trust Co | 567 | $292.9K | 0.03% | 00.0% | Unchanged |
| AMG National Trust Bank | 563 | $290.9K | 0.01% | −91−13.9% | Reduced |
| Salem Investment Counselors Inc | 562 | $290.3K | 0.01% | +5+0.9% | Added |
| Dumont & Blake Investment Advisors LLC | 562 | $290.3K | 0.08% | −562−50.0% | Reduced |
| Grimes & Company, Inc. | 562 | $290.2K | 0.01% | +60+12.0% | Added |
| Avantax Planning Partners, Inc. | 560 | $289.1K | 0.01% | +94+20.2% | Added |
| Stegent Equity Advisors, Inc. | 557 | $287.8K | 0.32% | −91−14.0% | Reduced |
| Smith, Moore & Co. | 554 | $286.5K | 0.03% | +554 | New |
| VisionPoint Advisory Group, LLC | 553 | $285.7K | 0.10% | −3−0.5% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 553 | $285.7K | 0.01% | +553 | New |
| Invenio Wealth Partners LLC | 552 | $285.2K | 0.12% | +18+3.4% | Added |
| Edgestream Partners, L.P. | 552 | $285.2K | 0.01% | −1,244−69.3% | Reduced |
| Savvy Advisors, Inc. | 552 | $285.0K | 0.06% | +552 | New |
| LVM Capital Management Ltd | 638 | $285.0K | 0.03% | 00.0% | Unchanged |
| Virtus Investment Advisers, Inc. | 550 | $284.1K | 0.22% | +550 | New |
| Convergence Investment Partners, LLC | 550 | $284.0K | 0.08% | −12−2.1% | Reduced |
| Inscription Capital, LLC | 547 | $282.6K | 0.04% | −217−28.4% | Reduced |
| Vista Wealth Management Group, LLC | 545 | $281.7K | 0.02% | +26+5.0% | Added |
| D.B. Root & Company, LLC | 544 | $281.0K | 0.09% | −411−43.0% | Reduced |
| Ariadne Wealth Management, LP | 565 | $280.9K | 0.15% | +565 | New |
| Veritas Investment Partners (UK) Ltd. | 540 | $279.0K | 0.00% | +140+35.0% | Added |
| Sound View Wealth Advisors Group, LLC | 538 | $277.8K | 0.02% | +13+2.5% | Added |
| Ameritas Advisory Services, LLC | 537 | $277.6K | 0.01% | −597−52.6% | Reduced |
| Liberty One Investment Management, LLC | 537 | $277.5K | 0.03% | −1−0.2% | Reduced |
| Hengehold Capital Management LLC | 537 | $277.5K | 0.03% | +51+10.5% | Added |
| Five Oceans Advisors | 537 | $277.4K | 0.13% | +25+4.9% | Added |
| True North Advisors, LLC | 534 | $275.9K | 0.07% | +69+14.8% | Added |
| Ruane, Cunniff & Goldfarb L.P. | 531 | $274.3K | 0.00% | 00.0% | Unchanged |
| GenTrust, LLC | 531 | $274.3K | 0.01% | +531 | New |
| Silver Lake Advisory, LLC | 529 | $273.4K | 0.11% | +1+0.2% | Added |
| New Republic Capital, LLC | 529 | $273.4K | 0.16% | +11+2.1% | Added |
| Fulton Breakefield Broenniman LLC | 528 | $272.8K | 0.02% | −2−0.4% | Reduced |
| Darwin Advisors, LLC | 526 | $271.9K | 0.07% | −30−5.4% | Reduced |
| Aviso Wealth Management | 523 | $270.3K | 0.15% | −28−5.1% | Reduced |
| SFMG, LLC | 522 | $269.6K | 0.02% | +15+3.0% | Added |
| Trust Co of Toledo NA | 521 | $269.2K | 0.04% | +30+6.1% | Added |
| Zacks Investment Management | 521 | $269.1K | 0.00% | +521 | New |
| Financial Perspectives, Inc | 519 | $268.3K | 0.09% | 00.0% | Unchanged |
| Bragg Financial Advisors, Inc | 517 | $267.1K | 0.01% | +6+1.2% | Added |
| McDaniel Terry & Co | 515 | $266.0K | 0.02% | 00.0% | Unchanged |
| Smith Anglin Financial, LLC | 512 | $264.6K | 0.03% | +35+7.3% | Added |
| Scissortail Wealth Management, LLC | 4 | $263.7K | 0.06% | −482−99.2% | Reduced |
| Goldstone Financial Group, LLC | 510 | $263.6K | 0.05% | +510 | New |
| Eqis Capital Management, Inc. | 510 | $263.5K | 0.02% | −53−9.4% | Reduced |
| Wedge Capital Management L L P | 509 | $263.0K | 0.00% | +509 | New |
| Venture Visionary Partners LLC | 506 | $261.4K | 0.01% | −40−7.3% | Reduced |
| GGM Financials LLC | 505 | $261.0K | 0.23% | +1+0.2% | Added |
| Claret Asset Management Corp | 505 | $261.0K | 0.04% | +2+0.4% | Added |
| Independent Wealth Network Inc. | 504 | $260.4K | 0.12% | −8−1.6% | Reduced |
| Wetzel Investment Advisors, Inc. | 503 | $259.9K | 0.13% | +83+19.8% | Added |
| Eagle Wealth Strategies LLC | 503 | $259.9K | 0.19% | +503 | New |
| Traphagen Investment Advisors LLC | 502 | $259.3K | 0.03% | +2+0.4% | Added |
| Ipswich Investment Management Co., Inc. | 501 | $258.8K | 0.06% | 00.0% | Unchanged |
| Accredited Investors Inc. | 501 | $258.8K | 0.01% | +501 | New |
| Stamos Capital Partners, L.P. | 500 | $258.3K | 0.06% | −670−57.3% | Reduced |