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, Q4 2024
Institutional positions in S&P Global Inc. as of Dec 31, 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
- 2,046
- +146 vs. Q3 2024
- Shares held
- 269.6M
- −640.6K (−0.2%) vs. Q3 2024
- Total value
- $134.2B
- −$5.12B (−3.7%) vs. Q3 2024
- New holders
- 261
- 724 more added
- Sold out
- 115
- 751 more reduced
37 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding S&P Global Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Leavell Investment Management, Inc. | 1,799 | $896.0K | 0.04% | −29−1.6% | Reduced |
| Financial Advocates Investment Management | 1,804 | $898.4K | 0.05% | −44−2.4% | Reduced |
| CX Institutional | 1,807 | $900.0K | 0.04% | −19−1.0% | Reduced |
| Sound Financial Strategies Group, LLC | 1,808 | $900.4K | 0.75% | +201+12.5% | Added |
| Charter Trust Co | 1,811 | $901.9K | 0.06% | −500−21.6% | Reduced |
| Trillium Asset Management, LLC | 1,811 | $902.0K | 0.02% | +5+0.3% | Added |
| Radnor Capital Management, LLC | 1,818 | $905.0K | 0.15% | 00.0% | Unchanged |
| E Fund Management Co., Ltd. | 1,821 | $906.9K | 0.05% | −170−8.5% | Reduced |
| Guardian Wealth Advisors, LLC | 1,829 | $911.1K | 0.58% | −54−2.9% | Reduced |
| Meridian Wealth Partners, LLC | 1,833 | $913.1K | 0.14% | +4+0.2% | Added |
| EPG Wealth Management LLC | 1,834 | $913.6K | 0.24% | +1,834 | New |
| Founders Financial Securities LLC | 1,840 | $916.4K | 0.08% | +88+5.0% | Added |
| Premier Path Wealth Partners, LLC | 1,850 | $921.3K | 0.14% | +4+0.2% | Added |
| Geneos Wealth Management Inc. | 1,853 | $922.6K | 0.03% | +3+0.2% | Added |
| Burney Co | 1,864 | $928.4K | 0.03% | +474+34.1% | Added |
| Cary Street Partner Investment Advisory LLC | 1,865 | $928.9K | 0.61% | −2,985−61.5% | Reduced |
| Fullcircle Wealth LLC | 1,717 | $931.2K | 0.38% | −72−4.0% | Reduced |
| Forte Capital LLC | 1,872 | $932.1K | 0.10% | −77−4.0% | Reduced |
| Elevated Capital Advisors, LLC | 1,872 | $932.4K | 0.25% | −1−0.1% | Reduced |
| Roberts Capital Advisors, LLC | 1,874 | $933.3K | 0.78% | 00.0% | Unchanged |
| Washington Trust Bank | 1,881 | $936.8K | 0.09% | +1,426+313.4% | Added |
| Seeds Investor LLC | 1,896 | $944.3K | 0.27% | +121+6.8% | Added |
| Marcum Wealth, LLC | 1,900 | $946.3K | 0.08% | +14+0.7% | Added |
| Kestra Investment Management, LLC | 1,900 | $946.5K | 0.04% | −652−25.5% | Reduced |
| Tema ETFs LLC | 1,907 | $949.7K | 0.39% | +1,907 | New |
| Greenwood Capital Associates LLC | 1,911 | $951.7K | 0.12% | −21,600−91.9% | Reduced |
| Magnolia Capital Advisors LLC | 1,938 | $964.9K | 0.25% | +446+29.9% | Added |
| Nippon Life Global Investors Americas, Inc. | 1,940 | $966.2K | 0.04% | −12,200−86.3% | Reduced |
| Prudent Man Advisors, LLC | 1,945 | $968.7K | 0.35% | +13+0.7% | Added |
| Finivi Inc. | 1,948 | $970.0K | 0.78% | +564+40.8% | Added |
| Dimension Capital Management LLC | 1,950 | $971.0K | 0.16% | +7+0.4% | Added |
| Outlook Wealth Advisors, LLC | 1,955 | $973.4K | 0.28% | 00.0% | Unchanged |
| Skylands Capital, LLC | 1,965 | $978.6K | 0.14% | −150−7.1% | Reduced |
| Triglav Skladi, D.O.O. | 1,970 | $981.1K | 0.08% | +1,970 | New |
| Waldron Private Wealth LLC | 1,978 | $985.1K | 0.04% | +87+4.6% | Added |
| W.H. Cornerstone Investments Inc. | 1,987 | $989.4K | 0.66% | −910−31.4% | Reduced |
| NorthCrest Asset Manangement, LLC | 1,995 | $993.7K | 0.03% | −33−1.6% | Reduced |
| Allworth Financial LP | 1,951 | $996.7K | 0.01% | +446+29.6% | Added |
| Thoroughbred Financial Services, LLC | 2,005 | $998.0K | 0.06% | −39−1.9% | Reduced |
| CWA Asset Management Group, LLC | 2,015 | $1.00M | 0.05% | −173−7.9% | Reduced |
| Beaumont Financial Advisors, LLC | 2,022 | $1.01M | 0.08% | +2+0.1% | Added |
| Lee Financial Co | 2,024 | $1.01M | 0.14% | −31−1.5% | Reduced |
| Howard Capital Management Inc. | 2,027 | $1.01M | 0.02% | +99+5.1% | Added |
| Confluence Wealth Services, Inc. | 1,975 | $1.01M | 0.07% | −11−0.6% | Reduced |
| Simon Quick Advisors, LLC | 2,036 | $1.01M | 0.06% | +129+6.8% | Added |
| Gladstone Institutional Advisory LLC | 2,040 | $1.02M | 0.05% | +450+28.3% | Added |
| Baron Wealth Management LLC | 2,043 | $1.02M | 0.48% | +55+2.8% | Added |
| Global Endowment Management, LP | 2,054 | $1.02M | 0.13% | +2,054 | New |
| Harbor Investment Advisory, LLC | 2,062 | $1.03M | 0.10% | +858+71.3% | Added |
| Graypoint LLC | 2,064 | $1.03M | 0.06% | −46−2.2% | Reduced |
| Stonebrook Private Inc. | 2,069 | $1.03M | 0.27% | +117+6.0% | Added |
| Schmidt P J Investment Management Inc | 2,070 | $1.03M | 0.18% | −50−2.4% | Reduced |
| McDonald Partners LLC | 2,070 | $1.03M | 0.26% | +52+2.6% | Added |
| Rehmann Capital Advisory Group | 2,076 | $1.03M | 0.07% | −20−1.0% | Reduced |
| Main Street Financial Solutions, LLC | 2,077 | $1.03M | 0.10% | −294−12.4% | Reduced |
| Everhart Financial Group, Inc. | 2,088 | $1.04M | 0.21% | −84−3.9% | Reduced |
| Ronald Blue Trust, Inc. | 2,091 | $1.04M | 0.01% | −1,806−46.3% | Reduced |
| IHT Wealth Management, LLC | 2,097 | $1.04M | 0.03% | −451−17.7% | Reduced |
| Arkadios Wealth Advisors | 2,099 | $1.05M | 0.06% | +4+0.2% | Added |
| Kingswood Wealth Advisors, LLC | 2,102 | $1.05M | 0.08% | +1,193+131.2% | Added |
| Pflug Koory, LLC | 2,118 | $1.05M | 0.53% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 2,119 | $1.05M | 0.50% | −345−14.0% | Reduced |
| Values First Advisors, Inc. | 2,122 | $1.06M | 0.58% | +1,465+223.0% | Added |
| Foster Group, Inc. | 2,134 | $1.06M | 0.04% | −29−1.3% | Reduced |
| MEMBERS Trust Co | 2,166 | $1.08M | 0.04% | −2−0.1% | Reduced |
| Monterey Private Wealth, Inc. | 2,167 | $1.08M | 0.36% | −2−0.1% | Reduced |
| Banco BTG Pactual S.A. | 2,186 | $1.08M | 0.25% | +1,406+180.3% | Added |
| Lindbrook Capital, LLC | 2,175 | $1.08M | 0.10% | −3−0.1% | Reduced |
| AlTi Global, Inc. | 2,160 | $1.08M | 0.03% | −225−9.4% | Reduced |
| Kirtland Hills Capital Management, LLC | 2,179 | $1.09M | 0.69% | +62+2.9% | Added |
| IronOak Wealth LLC. | 2,192 | $1.09M | 1.22% | +2,192 | New |
| SlateStone Wealth, LLC | 2,219 | $1.10M | 0.11% | +65+3.0% | Added |
| Davidson Trust Co | 2,221 | $1.11M | 0.57% | +132+6.3% | Added |
| Howe & Rusling Inc | 2,223 | $1.11M | 0.10% | −5−0.2% | Reduced |
| Icon Wealth Advisors, LLC | 2,241 | $1.12M | 0.09% | −1,243−35.7% | Reduced |
| Motiv8 Investments LLC | 2,246 | $1.12M | 0.78% | +606+37.0% | Added |
| Balyasny Asset Management LLC | 2,250 | $1.12M | 0.00% | −34,030−93.8% | Reduced |
| We Are One Seven, LLC | 2,262 | $1.13M | 0.04% | +558+32.7% | Added |
| Carret Asset Management, LLC | 2,263 | $1.13M | 0.12% | +273+13.7% | Added |
| CVFG LLC | 2,266 | $1.13M | 1.03% | +2,266 | New |
| Penserra Capital Management LLC | 2,271 | $1.13M | 0.02% | −969−29.9% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 2,272 | $1.13M | 0.17% | −615−21.3% | Reduced |
| Accretive Wealth Partners, LLC | 2,286 | $1.14M | 0.48% | −22−1.0% | Reduced |
| Ramirez Asset Management, Inc. | 2,297 | $1.14M | 0.23% | 00.0% | Unchanged |
| Ambassador Advisors, LLC | 2,304 | $1.15M | 0.20% | −16−0.7% | Reduced |
| Shepherd Financial Partners LLC | 2,304 | $1.15M | 0.14% | +37+1.6% | Added |
| Avestar Capital, LLC | 2,306 | $1.15M | 0.10% | +362+18.6% | Added |
| Colonial Trust Co | 2,308 | $1.15M | 0.17% | +229+11.0% | Added |
| GSG Advisors LLC | 2,309 | $1.15M | 0.36% | +7+0.3% | Added |
| Golden State Equity Partners | 2,315 | $1.15M | 0.22% | +557+31.7% | Added |
| Moors & Cabot, Inc. | 2,322 | $1.16M | 0.05% | +5+0.2% | Added |
| First National Corp | 2,324 | $1.16M | 0.26% | −20−0.9% | Reduced |
| Wedbush Securities Inc | 2,328 | $1.16M | 0.04% | −50−2.1% | Reduced |
| Lincoln Capital LLC | 2,337 | $1.16M | 0.24% | −10−0.4% | Reduced |
| Bell Bank | 2,340 | $1.17M | 0.09% | −36−1.5% | Reduced |
| Threadgill Financial, LLC | 2,342 | $1.17M | 0.62% | +670+40.1% | Added |
| Capstone Investment Advisors, LLC | 2,354 | $1.17M | 0.01% | +1,213+106.3% | Added |
| Tranquility Partners, LLC | 2,355 | $1.17M | 0.44% | −40−1.7% | Reduced |
| Virtus ETF Advisers LLC | 2,362 | $1.18M | 0.48% | +554+30.6% | Added |
| New Age Alpha Advisors, LLC | 2,366 | $1.18M | 0.05% | +2,310+4,125.0% | Added |