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 |
|---|---|---|---|---|---|
| Blue Chip Partners, Inc. | 409 | $211.2K | 0.02% | −9−2.2% | Reduced |
| LGL Partners, LLC | 405 | $209.2K | 0.03% | +405 | New |
| 1858 Wealth Management, LLC | 404 | $208.7K | 0.17% | +404 | New |
| Lake Street Financial LLC | 403 | $208.2K | 0.03% | +403 | New |
| Brave Warrior Advisors, LLC | 401 | $207.2K | 0.00% | +401 | New |
| Cadinha & Co LLC | 400 | $206.6K | 0.04% | +400 | New |
| Kelly Financial Services LLC | 399 | $206.3K | 0.08% | 00.0% | Unchanged |
| Integris Wealth Management, LLC | 399 | $206.1K | 0.06% | +399 | New |
| Auxier Asset Management | 399 | $206.1K | 0.03% | +399 | New |
| Cahill Financial Advisors Inc | 399 | $206.1K | 0.03% | +399 | New |
| AlphaCore Capital LLC | 399 | $206.1K | 0.05% | +399 | New |
| Plancorp, LLC | 396 | $204.6K | 0.01% | +396 | New |
| United Advisor Group, LLC | 396 | $204.6K | 0.05% | +396 | New |
| Investment Partners, Ltd. | 394 | $203.8K | 0.08% | +394 | New |
| Aspiriant, LLC | 394 | $203.5K | 0.01% | +394 | New |
| BCS Wealth Management | 389 | $201.0K | 0.09% | +389 | New |
| Fulcrum Equity Management | 388 | $200.4K | 0.17% | +388 | New |
| Sugarloaf Wealth Management, LLC | 385 | $199.0K | 0.04% | +66+20.7% | Added |
| Natixis Investment Managers International | 375 | $193.7K | 0.01% | −59−13.6% | Reduced |
| Osterweis Capital Management Inc | 360 | $186.0K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 350 | $180.8K | 0.04% | +23+7.0% | Added |
| American National Bank | 348 | $179.8K | 0.02% | −8−2.2% | Reduced |
| First Command Advisory Services, Inc. | 336 | $173.6K | 0.00% | −40−10.6% | Reduced |
| St Germain D J Co Inc | 336 | $173.6K | 0.01% | −10−2.9% | Reduced |
| Evermay Wealth Management LLC | 335 | $173.1K | 0.03% | 00.0% | Unchanged |
| Security National Bank | 335 | $173.1K | 0.02% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 320 | $165.3K | 0.08% | 00.0% | Unchanged |
| Hilltop National Bank | 319 | $164.8K | 0.05% | −10−3.0% | Reduced |
| Goldstream Capital Management Ltd | 309 | $159.6K | 0.07% | +309 | New |
| HighMark Wealth Management LLC | 300 | $155.0K | 0.08% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 300 | $154.4K | 0.04% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 288 | $148.5K | 0.00% | +79+37.8% | Added |
| DHJJ Financial Advisors, Ltd. | 281 | $145.2K | 0.06% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 281 | $145.2K | 0.02% | +35+14.2% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 280 | $144.7K | 0.04% | −176−38.6% | Reduced |
| Tompkins Financial Corp | 280 | $144.7K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 280 | $144.7K | 0.05% | 00.0% | Unchanged |
| Webster Bank, N. A. | 274 | $141.6K | 0.02% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 264 | $136.4K | 0.11% | −43−14.0% | Reduced |
| Wintrust Investments LLC | 256 | $132.0K | 0.10% | −2,256−89.8% | Reduced |
| Cornerstone Planning Group LLC | 254 | $123.6K | 0.03% | −6−2.3% | Reduced |
| HHM Wealth Advisors, LLC | 238 | $123.2K | 0.02% | +9+3.9% | Added |
| Boyd Watterson Asset Management LLC | 233 | $120.4K | 0.03% | −41−15.0% | Reduced |
| Fairfield Financial Advisors, LTD | 227 | $117.3K | 0.04% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 226 | $116.8K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 224 | $115.7K | 0.00% | +139+163.5% | Added |
| Hemington Wealth Management | 239 | $114.0K | 0.03% | +239 | New |
| Larson Financial Group LLC | 217 | $112.2K | 0.01% | +179+471.1% | Added |
| Addison Advisors LLC | 213 | $110.0K | 0.03% | +1+0.5% | Added |
| BOK Financial Private Wealth, Inc. | 211 | $109.0K | 0.01% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 210 | $108.0K | 0.06% | +37+21.4% | Added |
| Western Pacific Wealth Management, LP | 209 | $108.0K | 0.07% | 00.0% | Unchanged |
| Tobam | 201 | $104.0K | 0.02% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 200 | $103.3K | 0.02% | 00.0% | Unchanged |
| PFS Partners, LLC | 195 | $101.0K | 0.06% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 195 | $100.7K | 0.01% | +1+0.5% | Added |
| Atwood & Palmer Inc | 195 | $100.7K | 0.01% | +186+2,066.7% | Added |
| Disciplina Capital Management LLC | 194 | $100.5K | 0.02% | −36−15.7% | Reduced |
| Hollencrest Capital Management | 193 | $99.7K | 0.00% | +15+8.4% | Added |
| MV Capital Management, Inc. | 190 | $98.2K | 0.01% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 190 | $98.2K | 0.02% | +11+6.1% | Added |
| Albion Financial Group | 190 | $98.2K | 0.01% | +190 | New |
| Harel Insurance Investments & Financial Services Ltd. | 185 | $96.0K | 0.00% | −78−29.7% | Reduced |
| Mascoma Wealth Management LLC | 185 | $95.6K | 0.02% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 185 | $95.6K | 0.01% | +64+52.9% | Added |
| Rise Advisors, LLC | 184 | $95.0K | 0.05% | +1+0.5% | Added |
| West Paces Advisors Inc. | 178 | $92.0K | 0.02% | −23−11.4% | Reduced |
| Ancora Advisors, LLC | 170 | $88.0K | 0.00% | +2+1.2% | Added |
| Jackson, Grant Investment Advisers, Inc. | 168 | $86.8K | 0.03% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 167 | $86.3K | 0.03% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 159 | $82.1K | 0.03% | +77+93.9% | Added |
| Hexagon Capital Partners LLC | 158 | $81.6K | 0.02% | +42+36.2% | Added |
| Atticus Wealth Management, LLC | 154 | $79.6K | 0.03% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 153 | $79.0K | 0.02% | +24+18.6% | Added |
| ZRC Wealth Management, LLC | 150 | $77.5K | 0.03% | 00.0% | Unchanged |
| Asset Dedication, LLC | 147 | $75.9K | 0.01% | −4−2.6% | Reduced |
| Clean Yield Group | 146 | $75.4K | 0.02% | +13+9.8% | Added |
| Hall Laurie J Trustee | 145 | $75.0K | 0.02% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 145 | $74.9K | 0.03% | −50−25.6% | Reduced |
| FinTrust Capital Advisors, LLC | 145 | $74.9K | 0.01% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 144 | $74.4K | 0.04% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 142 | $73.4K | 0.00% | +142 | New |
| Creative Financial Designs Inc | 141 | $72.8K | 0.01% | +138+4,600.0% | Added |
| State of Wyoming | 134 | $69.2K | 0.01% | −83−38.2% | Reduced |
| MCF Advisors LLC | 132 | $68.2K | 0.00% | −11−7.7% | Reduced |
| Glen Eagle Advisors, LLC | 129 | $66.6K | 0.01% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 129 | $66.6K | 0.01% | +22+20.6% | Added |
| Archer Investment Corp | 127 | $65.8K | 0.02% | +22+21.0% | Added |
| DAGCO, Inc. | 125 | $64.6K | 0.03% | −75−37.5% | Reduced |
| Chilton Capital Management LLC | 121 | $62.5K | 0.00% | −20−14.2% | Reduced |
| Rosenberg Matthew Hamilton | 120 | $62.0K | 0.02% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 118 | $61.0K | 0.01% | 00.0% | Unchanged |
| Geo Capital Gestora de Recursos Ltd | 117 | $60.0K | 0.07% | −18−13.3% | Reduced |
| Grayhawk Investment Strategies Inc. | 114 | $58.9K | 0.09% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 112 | $57.9K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 111 | $57.3K | 0.05% | +6+5.7% | Added |
| Arrow Financial Corp | 110 | $56.8K | 0.01% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 110 | $56.8K | 0.03% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 109 | $56.3K | 0.02% | +14+14.7% | Added |
| Quarry LP | 106 | $54.8K | 0.02% | +106 | New |