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
- 2,045
- +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
- 723 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 |
|---|---|---|---|---|---|
| Palumbo Wealth Management LLC | 2,379 | $1.18M | 0.44% | +4+0.2% | Added |
| Daymark Wealth Partners, LLC | 2,381 | $1.19M | 0.05% | −69−2.8% | Reduced |
| Central Pacific Bank - Trust Division | 2,391 | $1.19M | 0.16% | −268−10.1% | Reduced |
| Strategic Global Advisors, LLC | 2,396 | $1.19M | 0.22% | +2,396 | New |
| Baker Avenue Asset Management, LP | 2,402 | $1.20M | 0.04% | +87+3.8% | Added |
| Westmount Partners, LLC | 2,402 | $1.20M | 0.36% | +25+1.1% | Added |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 2,418 | $1.20M | 0.70% | −329−12.0% | Reduced |
| Barlow Wealth Partners, Inc. | 2,427 | $1.21M | 0.15% | −1,076−30.7% | Reduced |
| Venturi Wealth Management, LLC | 2,422 | $1.21M | 0.06% | −109−4.3% | Reduced |
| Gilliland Jeter Wealth Management LLC | 2,426 | $1.21M | 0.41% | −32−1.3% | Reduced |
| Center for Financial Planning, Inc. | 2,438 | $1.21M | 0.16% | +330+15.7% | Added |
| Clarius Group, LLC | 2,440 | $1.22M | 0.08% | −58−2.3% | Reduced |
| Steel Peak Wealth Management LLC | 2,457 | $1.22M | 0.05% | +2,457 | New |
| StoneX Group Inc. | 2,471 | $1.23M | 0.07% | +1,611+187.3% | Added |
| Beverly Hills Private Wealth, LLC | 2,474 | $1.23M | 0.25% | −81−3.2% | Reduced |
| Congress Asset Management Co | 2,474 | $1.23M | 0.01% | −1,401−36.2% | Reduced |
| Kerrisdale Advisers, LLC | 2,475 | $1.23M | 0.42% | +315+14.6% | Added |
| Tyche Wealth Partners LLC | 2,498 | $1.24M | 0.26% | +1,890+310.9% | Added |
| Burling Wealth Partners, LLC | 2,518 | $1.25M | 0.26% | +2,518 | New |
| Aster Capital Management (DIFC) Ltd | 2,527 | $1.26M | 0.48% | +956+60.9% | Added |
| Leo Wealth, LLC | 2,531 | $1.26M | 0.11% | +1,555+159.3% | Added |
| AdvisorNet Financial, Inc | 2,533 | $1.26M | 0.11% | −562−18.2% | Reduced |
| Campbell & CO Investment Adviser LLC | 2,539 | $1.26M | 0.10% | +2,539 | New |
| Lokken Investment Group LLC | 2,546 | $1.27M | 0.55% | −37−1.4% | Reduced |
| Skopos Labs, Inc. | 2,557 | $1.27M | 0.38% | +75+3.0% | Added |
| Marshall Financial Group LLC | 2,573 | $1.28M | 0.31% | +10+0.4% | Added |
| Flputnam Investment Management Co | 2,577 | $1.28M | 0.02% | +34+1.3% | Added |
| DRW Securities, LLC | 2,580 | $1.28M | 0.09% | +1,594+161.7% | Added |
| T. Rowe Price Investment Management, Inc. | 2,598 | $1.29M | 0.00% | −6,685−72.0% | Reduced |
| Bowman & Co S.C. | 2,600 | $1.30M | 0.67% | +302+13.1% | Added |
| American Trust | 2,612 | $1.30M | 0.10% | +94+3.7% | Added |
| Rothschild Investment LLC | 2,625 | $1.31M | 0.09% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 2,531 | $1.31M | 0.13% | −37−1.4% | Reduced |
| Lebenthal Global Advisors, LLC | 2,635 | $1.31M | 0.24% | +363+16.0% | Added |
| Exchange Capital Management, Inc. | 2,638 | $1.31M | 0.21% | −14−0.5% | Reduced |
| Strengthening Families & Communities, LLC | 2,637 | $1.31M | 0.75% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 2,661 | $1.33M | 0.03% | +433+19.4% | Added |
| Spirepoint Private Client, LLC | 2,674 | $1.33M | 0.17% | +147+5.8% | Added |
| Conning Inc. | 2,682 | $1.34M | 0.05% | +144+5.7% | Added |
| Intact Investment Management Inc. | 2,700 | $1.34M | 0.05% | +440+19.5% | Added |
| Ingalls & Snyder LLC | 2,705 | $1.35M | 0.05% | 00.0% | Unchanged |
| Syon Capital LLC | 2,705 | $1.35M | 0.12% | +28+1.0% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,710 | $1.35M | 0.07% | 00.0% | Unchanged |
| Redwood Investments, LLC | 2,721 | $1.36M | 0.36% | +17+0.6% | Added |
| Transatlantique Private Wealth LLC | 2,731 | $1.36M | 0.52% | 00.0% | Unchanged |
| Keebeck Wealth Management, LLC | 2,764 | $1.38M | 0.20% | −6−0.2% | Reduced |
| Freestone Grove Partners LP | 2,768 | $1.38M | 0.02% | +2,768 | New |
| LGT Group Foundation | 2,773 | $1.38M | 0.02% | −10−0.4% | Reduced |
| Citizens Financial Group Inc | 2,785 | $1.39M | 0.03% | −1,138−29.0% | Reduced |
| Equitable Holdings, Inc. | 2,787 | $1.39M | 0.01% | +479+20.8% | Added |
| Evergreen Capital Management LLC | 2,816 | $1.40M | 0.05% | −12−0.4% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 2,839 | $1.41M | 0.11% | +1,034+57.3% | Added |
| Trust Co of Oklahoma | 2,844 | $1.42M | 0.45% | +114+4.2% | Added |
| Alpine Woods Capital Investors, LLC | 2,847 | $1.42M | 0.27% | 00.0% | Unchanged |
| Commerzbank Aktiengesellschaft | 2,859 | $1.42M | 0.03% | +356+14.2% | Added |
| Jacobi Capital Management LLC | 2,867 | $1.43M | 0.11% | 00.0% | Unchanged |
| GM Advisory Group, Inc. | 2,923 | $1.46M | 0.08% | 00.0% | Unchanged |
| Thrive Wealth Management, LLC | 2,934 | $1.46M | 0.26% | −58−1.9% | Reduced |
| Geneva Capital Management LLC | 2,935 | $1.46M | 0.03% | −208−6.6% | Reduced |
| Nicholson Wealth Management Group, LLC | 2,948 | $1.47M | 0.98% | +1,521+106.6% | Added |
| First Hawaiian Bank | 2,983 | $1.49M | 0.05% | −498−14.3% | Reduced |
| Forum Financial Management, LP | 2,984 | $1.49M | 0.02% | +479+19.1% | Added |
| River Wealth Advisors LLC | 2,991 | $1.49M | 0.20% | −73−2.4% | Reduced |
| Voya Financial Advisors, Inc. | 2,993 | $1.49M | 0.16% | −149−4.7% | Reduced |
| Strategic Wealth Partners, Ltd. | 2,754 | $1.49M | 0.12% | +145+5.6% | Added |
| Quintet Private Bank (Europe) S.A. | 3,023 | $1.51M | 0.08% | +195+6.9% | Added |
| WoodTrust Financial Corp | 3,034 | $1.51M | 0.21% | +6+0.2% | Added |
| Checchi Capital Advisers, LLC | 3,038 | $1.51M | 0.11% | −151−4.7% | Reduced |
| Ellevest, Inc. | 3,045 | $1.52M | 0.09% | −26−0.8% | Reduced |
| BancorpSouth Bank | 3,053 | $1.52M | 0.10% | −51−1.6% | Reduced |
| RMR Wealth Builders | 3,060 | $1.52M | 0.16% | +189+6.6% | Added |
| Canandaigua National Bank & Trust Co | 3,064 | $1.53M | 0.15% | 00.0% | Unchanged |
| AIMZ Investment Advisors, LLC | 3,081 | $1.53M | 0.53% | −41−1.3% | Reduced |
| Csenge Advisory Group | 3,090 | $1.54M | 0.08% | −38−1.2% | Reduced |
| Thomasville National Bank | 3,121 | $1.55M | 0.11% | +14+0.5% | Added |
| Cornercap Investment Counsel Inc | 3,137 | $1.56M | 0.50% | −119−3.7% | Reduced |
| Citrine Capital LLC | 3,151 | $1.57M | 1.16% | +3,151 | New |
| Boston Trust Walden Corp | 3,159 | $1.57M | 0.01% | −430−12.0% | Reduced |
| Procyon Private Wealth Partners, LLC | 3,166 | $1.58M | 0.10% | +241+8.2% | Added |
| Old National Bancorp | 3,172 | $1.58M | 0.04% | −100−3.1% | Reduced |
| Brighton Jones LLC | 3,176 | $1.58M | 0.05% | +143+4.7% | Added |
| Algert Global LLC | 3,180 | $1.58M | 0.04% | +3,180 | New |
| LVW Advisors, LLC | 3,187 | $1.59M | 0.19% | +43+1.4% | Added |
| United Asset Strategies, Inc. | 3,202 | $1.59M | 0.15% | +153+5.0% | Added |
| Cigna Investments Inc | 3,207 | $1.60M | 0.28% | −38−1.2% | Reduced |
| Axxcess Wealth Management, LLC | 3,212 | $1.60M | 0.04% | +908+39.4% | Added |
| Aaron Wealth Advisors | 3,221 | $1.60M | 0.19% | +43+1.4% | Added |
| SageView Advisory Group, LLC | 3,225 | $1.61M | 0.07% | +134+4.3% | Added |
| Cary Street Partners Financial LLC | 3,243 | $1.61M | 0.05% | +3,243 | New |
| Chilton Investment Co LLC | 3,247 | $1.62M | 0.04% | −493−13.2% | Reduced |
| Harbert Fund Advisors, Inc. | 3,250 | $1.62M | 1.41% | +1,250+62.5% | Added |
| Souders Financial Advisors | 3,253 | $1.62M | 0.23% | −436−11.8% | Reduced |
| BKM Wealth Management, LLC | 3,264 | $1.63M | 0.67% | +212+6.9% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,270 | $1.63M | 0.04% | +135+4.3% | Added |
| HBK Sorce Advisory LLC | 3,270 | $1.63M | 0.05% | −29−0.9% | Reduced |
| Lazard Freres Gestion S.A.S. | 3,305 | $1.65M | 0.03% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 3,304 | $1.65M | 0.05% | +3,304 | New |
| Wealth Alliance | 3,317 | $1.65M | 0.20% | −16−0.5% | Reduced |
| Ewing Morris & Co. Investment Partners Ltd. | 3,325 | $1.66M | 0.57% | +3,325 | New |
| Quadrant Capital Group LLC | 3,342 | $1.66M | 0.11% | −45−1.3% | Reduced |