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 |
|---|---|---|---|---|---|
| WD Rutherford LLC | 5,200 | $2.69M | 1.31% | −139−2.6% | Reduced |
| Jefferies Financial Group Inc. | 5,183 | $2.68M | 0.04% | +5,183 | New |
| Mather Group, LLC. | 5,181 | $2.68M | 0.03% | −415−7.4% | Reduced |
| Hills Bank & Trust Co | 5,173 | $2.67M | 0.20% | −1,132−18.0% | Reduced |
| Ridgecrest Wealth Partners, LLC | 5,140 | $2.66M | 1.38% | −20.0% | Reduced |
| IFP Advisors, Inc | 5,138 | $2.66M | 0.10% | +313+6.5% | Added |
| GTS Securities LLC | 5,109 | $2.64M | 0.05% | −1,084−17.5% | Reduced |
| Profund Advisors LLC | 5,097 | $2.63M | 0.10% | +301+6.3% | Added |
| Harrell Investment Partners, LLC | 5,077 | $2.62M | 0.74% | +113+2.3% | Added |
| DoubleLine ETF Adviser LP | 5,024 | $2.60M | 0.63% | −340−6.3% | Reduced |
| Snider Financial Group | 5,017 | $2.59M | 0.95% | +1,292+34.7% | Added |
| Viking Fund Management LLC | 5,000 | $2.58M | 0.42% | 00.0% | Unchanged |
| Dohj, LLC | 5,008 | $2.58M | 0.60% | +126+2.6% | Added |
| Lake Street Advisors Group, LLC | 4,973 | $2.57M | 0.12% | +247+5.2% | Added |
| Robertson Stephens Wealth Management, LLC | 4,969 | $2.57M | 0.09% | −25−0.5% | Reduced |
| SkyView Investment Advisors, LLC | 4,957 | $2.56M | 0.43% | +119+2.5% | Added |
| Stevens Capital Management LP | 4,909 | $2.54M | 0.36% | +1,299+36.0% | Added |
| American Money Management, LLC | 4,895 | $2.53M | 0.51% | −34−0.7% | Reduced |
| Quantbot Technologies LP | 4,877 | $2.52M | 0.10% | +4,877 | New |
| Cary Street Partner Investment Advisory LLC | 4,850 | $2.51M | 0.09% | −243−4.8% | Reduced |
| Aperture Investors, LLC | 4,836 | $2.50M | 0.32% | −3,488−41.9% | Reduced |
| NorthRock Partners, LLC | 4,822 | $2.49M | 0.08% | +1,295+36.7% | Added |
| Machina Capital S.A.S. | 4,783 | $2.47M | 0.98% | −2,159−31.1% | Reduced |
| WealthPLAN Partners, LLC | 4,761 | $2.46M | 0.33% | −2,861−37.5% | Reduced |
| Enterprise Bank & Trust Co | 4,759 | $2.46M | 0.79% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 4,752 | $2.45M | 0.14% | −620−11.5% | Reduced |
| Okabena Investment Services Inc | 4,716 | $2.44M | 0.69% | +191+4.2% | Added |
| Headlands Technologies LLC | 4,699 | $2.43M | 0.28% | +4,699 | New |
| Perigon Wealth Management, LLC | 4,664 | $2.41M | 0.06% | −102−2.1% | Reduced |
| Blue Fin Capital, Inc. | 4,661 | $2.41M | 0.46% | +192+4.3% | Added |
| WealthShield Partners, LLC | 4,651 | $2.40M | 0.33% | +219+4.9% | Added |
| K.J. Harrison & Partners Inc | 4,541 | $2.38M | 0.36% | 00.0% | Unchanged |
| Chemistry Wealth Management LLC | 4,580 | $2.37M | 0.57% | +37+0.8% | Added |
| Waratah Capital Advisors Ltd. | 4,579 | $2.37M | 0.14% | +5+0.1% | Added |
| Cordatus Wealth Management LLC | 4,576 | $2.36M | 0.85% | −107−2.3% | Reduced |
| MMBG Investment Advisors Co. | 4,575 | $2.36M | 0.25% | 00.0% | Unchanged |
| Comprehensive Financial Consultants Institutional, Inc. | 4,571 | $2.36M | 0.86% | −48−1.0% | Reduced |
| Rodgers Brothers Inc. | 4,571 | $2.36M | 0.30% | 00.0% | Unchanged |
| American State Bank (Iowa) | 4,558 | $2.35M | 1.43% | −67−1.4% | Reduced |
| Westpac Banking Corp | 4,548 | $2.35M | 0.16% | +260+6.1% | Added |
| Savant Capital, LLC | 4,541 | $2.35M | 0.02% | +867+23.6% | Added |
| Great Lakes Retirement, Inc. | 4,509 | $2.33M | 0.30% | −15−0.3% | Reduced |
| Chatham Capital Group, Inc. | 4,501 | $2.33M | 0.38% | 00.0% | Unchanged |
| Whitener Capital Management, Inc. | 4,500 | $2.32M | 0.66% | 00.0% | Unchanged |
| Meyer Handelman Co | 4,485 | $2.32M | 0.08% | −585−11.5% | Reduced |
| Montag A & Associates Inc | 4,484 | $2.32M | 0.11% | +44+1.0% | Added |
| Farther Finance Advisors, LLC | 4,462 | $2.30M | 0.09% | −172−3.7% | Reduced |
| Pinnacle Wealth Management, LLC | 4,415 | $2.28M | 2.73% | +4,415 | New |
| Regal Investment Advisors LLC | 4,406 | $2.28M | 0.16% | −140−3.1% | Reduced |
| Valeo Financial Advisors, LLC | 4,365 | $2.25M | 0.06% | +206+5.0% | Added |
| Ashford Capital Management Inc | 4,354 | $2.25M | 0.28% | −290−6.2% | Reduced |
| Vivid Wealth Management, LLC | 4,349 | $2.25M | 1.17% | +4,349 | New |
| Decatur Capital Management, Inc. | 4,338 | $2.24M | 1.03% | +5+0.1% | Added |
| Lederer & Associates Investment Counsel | 4,304 | $2.22M | 1.56% | −125−2.8% | Reduced |
| Oppenheimer & Co Inc | 4,291 | $2.22M | 0.03% | +235+5.8% | Added |
| Peloton Wealth Strategists | 4,273 | $2.21M | 0.88% | −50−1.2% | Reduced |
| IMS Capital Management | 4,256 | $2.20M | 0.99% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 4,216 | $2.18M | 0.06% | +4,216 | New |
| Quadcap Wealth Management, LLC | 4,176 | $2.16M | 0.34% | −154−3.6% | Reduced |
| GYL Financial Synergies, LLC | 4,166 | $2.15M | 0.16% | +57+1.4% | Added |
| Solidarilty Wealth, LLC | 4,126 | $2.13M | 0.58% | −1,200−22.5% | Reduced |
| Parsons Capital Management Inc | 4,110 | $2.12M | 0.13% | −10−0.2% | Reduced |
| Wedmont Private Capital | 4,187 | $2.12M | 0.12% | +565+15.6% | Added |
| Excalibur Management Corp | 4,081 | $2.11M | 0.80% | +20.0% | Added |
| Belpointe Asset Management LLC | 4,069 | $2.10M | 0.13% | +64+1.6% | Added |
| OV Management LLC | 4,052 | $2.09M | 1.39% | +5+0.1% | Added |
| PFG Investments, LLC | 4,050 | $2.09M | 0.14% | +1,270+45.7% | Added |
| NewEdge Wealth, LLC | 4,037 | $2.09M | 0.04% | +2,411+148.3% | Added |
| Avitas Wealth Management LLC | 4,025 | $2.08M | 0.29% | −45−1.1% | Reduced |
| Maxwell Wealth Strategies Inc. | 4,244 | $2.08M | 0.88% | +934+28.2% | Added |
| GeoWealth Management, LLC | 4,017 | $2.08M | 0.07% | −5−0.1% | Reduced |
| Integrated Wealth Concepts LLC | 3,976 | $2.05M | 0.03% | −71−1.8% | Reduced |
| Fifth Third Wealth Advisors LLC | 3,967 | $2.05M | 0.13% | +100+2.6% | Added |
| Madison Asset Management, LLC | 3,937 | $2.03M | 0.02% | −36−0.9% | Reduced |
| Citizens Financial Group Inc | 3,923 | $2.03M | 0.04% | +193+5.2% | Added |
| Cozad Asset Management Inc | 3,905 | $2.02M | 0.19% | −251−6.0% | Reduced |
| Schechter Investment Advisors, LLC | 3,903 | $2.02M | 0.15% | −9−0.2% | Reduced |
| Congress Asset Management Co | 3,875 | $2.00M | 0.01% | −125−3.1% | Reduced |
| First Bank & Trust | 3,874 | $2.00M | 0.38% | +71+1.9% | Added |
| Nations Financial Group Inc, | 3,860 | $1.99M | 0.14% | +458+13.5% | Added |
| Western Wealth Management, LLC | 3,858 | $1.99M | 0.11% | +133+3.6% | Added |
| Silverlake Wealth Management LLC | 3,847 | $1.99M | 0.76% | 00.0% | Unchanged |
| National Asset Management, Inc. | 3,836 | $1.98M | 0.06% | −425−10.0% | Reduced |
| Qtron Investments LLC | 3,829 | $1.98M | 0.27% | +1,102+40.4% | Added |
| Trust Asset Management LLC | 3,825 | $1.98M | 0.16% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 3,809 | $1.97M | 0.05% | +79+2.1% | Added |
| Guyasuta Investment Advisors Inc | 3,807 | $1.97M | 0.12% | −166−4.2% | Reduced |
| Hamilton Point Investment Advisors, LLC | 3,800 | $1.96M | 0.35% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 3,791 | $1.96M | 0.11% | −407−9.7% | Reduced |
| Evercore Wealth Management, LLC | 3,780 | $1.95M | 0.03% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 3,744 | $1.93M | 0.19% | −175−4.5% | Reduced |
| Cullen Investment Group, Ltd. | 3,742 | $1.93M | 0.29% | +78+2.1% | Added |
| Chilton Investment Co LLC | 3,740 | $1.93M | 0.05% | −44−1.2% | Reduced |
| Private Trust Co NA | 3,712 | $1.92M | 0.19% | −38−1.0% | Reduced |
| Souders Financial Advisors | 3,689 | $1.91M | 0.27% | +96+2.7% | Added |
| M&G Plc | 3,658 | $1.89M | 0.01% | −36,500−90.9% | Reduced |
| Quest Partners LLC | 3,652 | $1.89M | 0.17% | −1,448−28.4% | Reduced |
| Axq Capital, LP | 3,599 | $1.86M | 0.56% | +3,599 | New |
| AXS Investments LLC | 3,595 | $1.86M | 0.49% | −876−19.6% | Reduced |
| Boston Trust Walden Corp | 3,589 | $1.85M | 0.01% | +41+1.2% | Added |