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 | 2,126 | $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, 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 |
|---|---|---|---|---|---|
| Paradigm Financial Partners, LLC | 7,148 | $3.56M | 0.45% | +86+1.2% | Added |
| Brady Family Wealth, LLC | 7,213 | $3.59M | 1.10% | −359−4.7% | Reduced |
| Teamwork Financial Advisors, LLC | 7,235 | $3.60M | 0.47% | +1,269+21.3% | Added |
| Hamilton Capital Partners Inc. | 7,249 | $3.61M | 0.27% | +1,230+20.4% | Added |
| Legacy Financial Strategies, LLC | 7,314 | $3.62M | 0.78% | +42+0.6% | Added |
| Roundview Capital LLC | 7,318 | $3.64M | 0.25% | +2,111+40.5% | Added |
| Morton Community Bank | 7,344 | $3.66M | 0.97% | +40+0.5% | Added |
| Everence Capital Management Inc | 7,344 | $3.66M | 0.24% | −3,780−34.0% | Reduced |
| Kampmann Melissa S. | 7,360 | $3.67M | 2.88% | −924−11.2% | Reduced |
| Plato Investment Management Ltd | 7,386 | $3.69M | 0.27% | +1,347+22.3% | Added |
| Settian Capital LP | 7,422 | $3.70M | 2.67% | 00.0% | Unchanged |
| Katamaran Capital LLP | 7,485 | $3.73M | 4.99% | +7,485 | New |
| HB Wealth Management, LLC | 7,542 | $3.76M | 0.04% | +1,391+22.6% | Added |
| Beacon Pointe Advisors, LLC | 7,551 | $3.76M | 0.04% | −1,296−14.6% | Reduced |
| Brendel Financial Advisors LLC | 7,562 | $3.77M | 2.28% | −245−3.1% | Reduced |
| Invera Wealth Advisors, LLC | 7,336 | $3.77M | 3.73% | −392−5.1% | Reduced |
| Quantbot Technologies LP | 7,577 | $3.77M | 0.14% | +2,700+55.4% | Added |
| Twin Capital Management Inc | 7,584 | $3.78M | 0.41% | −411−5.1% | Reduced |
| Evelyn Partners Investment Management Services Ltd | 7,591 | $3.78M | 0.66% | +7,591 | New |
| Spears Abacus Advisors LLC | 7,595 | $3.78M | 0.08% | −60−0.8% | Reduced |
| Consolidated Planning Corp | 7,602 | $3.79M | 0.52% | +206+2.8% | Added |
| Freedom Day Solutions, LLC | 7,630 | $3.80M | 1.14% | +119+1.6% | Added |
| Central Trust Co | 7,642 | $3.81M | 0.09% | −184−2.4% | Reduced |
| Ritholtz Wealth Management | 7,685 | $3.83M | 0.11% | +193+2.6% | Added |
| Scotia Capital Inc. | 7,691 | $3.83M | 0.02% | −26−0.3% | Reduced |
| PFG Advisors | 7,743 | $3.86M | 0.24% | −186−2.3% | Reduced |
| Umb Bank N A | 7,834 | $3.90M | 0.06% | +144+1.9% | Added |
| Impax Asset Management Group plc | 7,906 | $3.94M | 0.02% | −241−3.0% | Reduced |
| Boston Financial Mangement LLC | 7,933 | $3.95M | 0.12% | +390+5.2% | Added |
| Concurrent Investment Advisors, LLC | 7,952 | $3.96M | 0.11% | +685+9.4% | Added |
| Kentucky Farm Bureau Mutual Insurance Co | 8,000 | $3.98M | 0.90% | 00.0% | Unchanged |
| Shelton Capital Management | 8,008 | $3.99M | 0.10% | −34−0.4% | Reduced |
| Van Eck Associates Corp | 8,020 | $3.99M | 0.01% | +256+3.3% | Added |
| Private Advisor Group, LLC | 8,113 | $4.04M | 0.02% | −316−3.7% | Reduced |
| Capital Group Investment Management Pte. Ltd. | 8,156 | $4.06M | 0.77% | −247−2.9% | Reduced |
| Scholtz & Company, LLC | 8,236 | $4.10M | 1.96% | +412+5.3% | Added |
| CapitalatWork S.A. | 8,250 | $4.11M | 0.13% | 00.0% | Unchanged |
| Diligent Investors, LLC | 8,277 | $4.12M | 0.95% | −550−6.2% | Reduced |
| Danica Pension, Livsforsikringsaktieselskab | 8,321 | $4.14M | 0.08% | 00.0% | Unchanged |
| Qsemble Capital Management, LP | 8,360 | $4.16M | 0.55% | +2,919+53.6% | Added |
| Parr McKnight Wealth Management Group, LLC | 8,457 | $4.21M | 0.60% | +8,457 | New |
| Cutler Investment Counsel LLC | 8,496 | $4.23M | 0.53% | −222−2.5% | Reduced |
| Private Wealth Partners, LLC | 8,548 | $4.26M | 0.33% | −45−0.5% | Reduced |
| SRS Capital Advisors, Inc. | 8,596 | $4.28M | 0.27% | +757+9.7% | Added |
| BNC Wealth Management, LLC | 8,636 | $4.30M | 1.41% | +842+10.8% | Added |
| Fisher Funds Management LTD | 8,667 | $4.31M | 0.10% | +8,667 | New |
| Ostrum Asset Management | 8,678 | $4.32M | 0.37% | +32+0.4% | Added |
| BDF-Gestion | 8,769 | $4.37M | 0.45% | −1,140−11.5% | Reduced |
| Tower Bridge Advisors | 8,781 | $4.37M | 0.47% | −125−1.4% | Reduced |
| Coldstream Capital Management Inc | 8,788 | $4.38M | 0.09% | +220+2.6% | Added |
| Sava Infond d.o.o. | 8,848 | $4.41M | 0.78% | +8,848 | New |
| WealthPlan Investment Management, LLC | 8,946 | $4.46M | 0.44% | −13−0.1% | Reduced |
| Northwest & Ethical Investments L.P. | 8,953 | $4.46M | 0.12% | −7,831−46.7% | Reduced |
| Ascent Group, LLC | 8,968 | $4.47M | 0.34% | +429+5.0% | Added |
| First Western Trust Bank | 8,972 | $4.47M | 0.21% | −434−4.6% | Reduced |
| Siemens Fonds Invest GmbH | 8,979 | $4.47M | 0.47% | +309+3.6% | Added |
| Resources Investment Advisors, LLC. | 9,063 | $4.51M | 0.05% | −1,957−17.8% | Reduced |
| Wills Financial Group, Inc. | 9,112 | $4.54M | 1.96% | +128+1.4% | Added |
| Tokio Marine Asset Management Co Ltd | 9,150 | $4.56M | 0.16% | +185+2.1% | Added |
| Schonfeld Strategic Advisors LLC | 9,206 | $4.58M | 0.03% | −7,652−45.4% | Reduced |
| First Foundation Advisors | 9,215 | $4.59M | 0.17% | +1,045+12.8% | Added |
| Stratos Wealth Partners, LTD. | 9,227 | $4.60M | 0.06% | +424+4.8% | Added |
| Rockline Wealth Management, LLC | 9,263 | $4.61M | 1.23% | +605+7.0% | Added |
| Bretton Capital Management, LLC | 9,300 | $4.63M | 4.46% | 00.0% | Unchanged |
| Saranac Partners Ltd | 9,391 | $4.68M | 2.58% | +9,391 | New |
| Mirabaud Asset Management Ltd | 9,420 | $4.69M | 2.18% | 00.0% | Unchanged |
| Taylor Hoffman Capital Management LLC | 9,423 | $4.69M | 1.70% | +62+0.7% | Added |
| Allstate Corp | 9,483 | $4.72M | 0.14% | +9,483 | New |
| Baldwin Investment Management, LLC | 9,492 | $4.73M | 0.62% | −104−1.1% | Reduced |
| NovaPoint Capital, LLC | 9,493 | $4.73M | 1.44% | +196+2.1% | Added |
| SG Americas Securities, LLC | 9,508 | $4.74M | 0.02% | −19,932−67.7% | Reduced |
| Alps Advisors Inc | 9,537 | $4.75M | 0.03% | +78+0.8% | Added |
| Polymer Capital Management (HK) LTD | 9,571 | $4.77M | 0.84% | +9,571 | New |
| Nelson Capital Management, LLC | 9,629 | $4.80M | 0.80% | +426+4.6% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 9,743 | $4.83M | 0.05% | −4,771−32.9% | Reduced |
| Cloverfields Capital Group, LP | 9,783 | $4.87M | 1.57% | −96−1.0% | Reduced |
| KP Management LLC | 10,000 | $4.98M | 1.75% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 10,006 | $4.98M | 0.77% | +7,848+363.7% | Added |
| Northwestern Mutual Investment Management Company, LLC | 10,081 | $5.02M | 0.11% | −67−0.7% | Reduced |
| Synovus Financial Corp | 10,136 | $5.05M | 0.06% | −80−0.8% | Reduced |
| Pitcairn Co | 10,146 | $5.05M | 0.30% | −265−2.5% | Reduced |
| Litman Gregory Asset Management LLC | 10,210 | $5.09M | 0.44% | −186−1.8% | Reduced |
| Columbus Macro, LLC | 10,221 | $5.09M | 0.71% | +8,489+490.1% | Added |
| Tikehau Investment Management | 10,266 | $5.11M | 6.15% | −2,123−17.1% | Reduced |
| Empirical Finance, LLC | 10,304 | $5.13M | 0.30% | −113−1.1% | Reduced |
| Cape Cod Five Cents Savings Bank | 9,938 | $5.13M | 0.46% | 00.0% | Unchanged |
| Linden Thomas Advisory Services, LLC | 10,314 | $5.14M | 0.65% | +881+9.3% | Added |
| Illinois Municipal Retirement Fund | 10,379 | $5.17M | 0.07% | +2,335+29.0% | Added |
| Zions Bancorporation, N.A. | 10,382 | $5.17M | 0.33% | +1,666+19.1% | Added |
| Longbow Finance SA | 10,426 | $5.19M | 0.57% | +494+5.0% | Added |
| Reliant Investment Management, LLC | 10,466 | $5.21M | 2.30% | +225+2.2% | Added |
| Capital Investment Counsel, LLC | 10,569 | $5.26M | 0.88% | −30.0% | Reduced |
| Knollwood Investment Advisory, LLC | 10,605 | $5.28M | 0.55% | −2,466−18.9% | Reduced |
| Provident Investment Management, Inc. | 10,657 | $5.31M | 0.51% | 00.0% | Unchanged |
| RBA Wealth Management, LLC | 10,718 | $5.34M | 2.03% | +151+1.4% | Added |
| Two Sigma Investments, LP | 10,718 | $5.34M | 0.01% | −89,289−89.3% | Reduced |
| Squarepoint Ops LLC | 10,797 | $5.38M | 0.01% | −15,951−59.6% | Reduced |
| Stephens Inc | 10,863 | $5.41M | 0.08% | +460+4.4% | Added |
| Dynamic Advisor Solutions LLC | 11,037 | $5.50M | 0.24% | +2,813+34.2% | Added |
| Azzad Asset Management Inc | 11,175 | $5.57M | 1.07% | +5,090+83.6% | Added |