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 |
|---|---|---|---|---|---|
| Coastline Trust Co | 32 | $15.9K | 0.00% | +2+6.7% | Added |
| High Note Wealth, LLC | 32 | $15.9K | 0.00% | +32 | New |
| SOA Wealth Advisors, LLC. | 32 | $16.0K | 0.00% | 00.0% | Unchanged |
| Mattson Financial Services, LLC | 31 | $16.0K | 0.01% | 00.0% | Unchanged |
| Financial Life Planners | 34 | $17.0K | 0.01% | +34 | New |
| Valley National Advisers Inc | 36 | $17.0K | 0.00% | +31+620.0% | Added |
| Rakuten Securities, Inc. | 35 | $17.4K | 0.01% | +35 | New |
| Glass Jacobson Investment Advisors llc | 36 | $17.9K | 0.01% | +36 | New |
| Battery Global Advisors, LLC | 36 | $18.0K | 0.01% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 38 | $18.9K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 41 | $20.0K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 40 | $20.2K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 41 | $20.4K | 0.00% | 00.0% | Unchanged |
| Atala Financial Inc | 41 | $20.4K | 0.01% | +41 | New |
| Centricity Wealth Management, LLC | 41 | $20.4K | 0.02% | +41 | New |
| Altshuler Shaham Ltd | 42 | $20.9K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 42 | $20.9K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 42 | $20.9K | 0.00% | +15+55.6% | Added |
| Valued Wealth Advisors LLC | 42 | $21.2K | 0.01% | −8−16.0% | Reduced |
| Creative Capital Management Investments LLC | 43 | $21.4K | 0.01% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 44 | $21.7K | 0.01% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 48 | $23.9K | 0.05% | +48 | New |
| Minot DeBlois Advisors LLC | 50 | $24.9K | 0.02% | +50 | New |
| Nova Wealth Management, Inc. | 50 | $24.9K | 0.02% | +50 | New |
| Anderson Financial Strategies, LLC | 54 | $26.9K | 0.02% | +54 | New |
| Beacon Capital Management, LLC | 54 | $27.0K | 0.00% | −10−15.6% | Reduced |
| Pacifica Partners Inc. | 55 | $27.2K | 0.01% | −6−9.8% | Reduced |
| Raffa Wealth Management, LLC | 55 | $27.4K | 0.01% | −4−6.8% | Reduced |
| Private Wealth Management Group, LLC | 59 | $29.4K | 0.01% | 00.0% | Unchanged |
| Human Investing LLC | 60 | $30.0K | 0.01% | +60 | New |
| Laurel Wealth Advisors LLC | 63 | $31.4K | 0.00% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 63 | $31.4K | 0.02% | +63 | New |
| Sachetta, LLC | 63 | $31.4K | 0.01% | −3−4.5% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 63 | $31.4K | 0.01% | +8+14.5% | Added |
| Hazlett, Burt & Watson, Inc. | 67 | $32.0K | 0.01% | +38+131.0% | Added |
| Armstrong Advisory Group, Inc | 65 | $32.4K | 0.00% | −47−42.0% | Reduced |
| First Pacific Financial | 69 | $34.5K | 0.01% | −4−5.5% | Reduced |
| Abound Wealth Management | 70 | $35.0K | 0.01% | +1+1.4% | Added |
| Resources Management Corp | 70 | $35.0K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 71 | $35.4K | 0.00% | −70−49.6% | Reduced |
| Sound Income Strategies, LLC | 72 | $35.8K | 0.00% | +63+700.0% | Added |
| LRI Investments, LLC | 17,488 | $36.4K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 73 | $36.4K | 0.03% | −7−8.8% | Reduced |
| Aspect Partners, LLC | 74 | $36.9K | 0.02% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 75 | $37.4K | 0.00% | −13−14.8% | Reduced |
| Ridgewood Investments LLC | 80 | $39.8K | 0.02% | 00.0% | Unchanged |
| BankPlus Trust Department | 81 | $40.3K | 0.01% | +81 | New |
| Twin Tree Management, LP | 83 | $41.3K | 0.00% | −6,847−98.8% | Reduced |
| Meeder Asset Management Inc | 83 | $41.3K | 0.00% | −5−5.7% | Reduced |
| S&T Bank | 83 | $41.3K | 0.01% | +83 | New |
| Dunhill Financial, LLC | 86 | $42.9K | 0.02% | +16+22.9% | Added |
| Horizon Bancorp Inc | 87 | $43.0K | 0.02% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 87 | $43.3K | 0.01% | −10−10.3% | Reduced |
| Lavaca Capital LLC | 87 | $43.3K | 0.02% | +87 | New |
| Coppell Advisory Solutions LLC | 88 | $43.8K | 0.01% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 90 | $44.8K | 0.01% | 00.0% | Unchanged |
| Clarity Asset Management, Inc. | 92 | $45.6K | 0.03% | +1+1.1% | Added |
| Carolinas Wealth Consulting LLC | 92 | $45.7K | 0.01% | −3−3.2% | Reduced |
| EnRich Financial Partners LLC | 92 | $45.8K | 0.02% | 00.0% | Unchanged |
| Kapitalo Investimentos Ltda | 94 | $46.8K | 0.03% | +94 | New |
| Pingora Partners LLC | 95 | $47.3K | 0.03% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 95 | $47.3K | 0.01% | −1−1.0% | Reduced |
| Raleigh Capital Management Inc. | 98 | $48.8K | 0.02% | −11−10.1% | Reduced |
| Golden State Wealth Management, LLC | 98 | $48.9K | 0.01% | +98 | New |
| Kathleen S. Wright Associates Inc. | 100 | $49.1K | 0.02% | 00.0% | Unchanged |
| Centennial Bank | 100 | $49.8K | 0.02% | 00.0% | Unchanged |
| West Branch Capital LLC | 100 | $49.8K | 0.02% | +5+5.3% | Added |
| Guardian Wealth Management, Inc. | 100 | $49.9K | 0.03% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 101 | $50.3K | 0.00% | −123−54.9% | Reduced |
| New Millennium Group LLC | 104 | $51.8K | 0.03% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 105 | $52.3K | 0.02% | 00.0% | Unchanged |
| Bangor Savings Bank | 107 | $53.3K | 0.01% | +26+32.1% | Added |
| Anfield Capital Management, LLC | 108 | $53.8K | 0.02% | +22+25.6% | Added |
| Riverview Trust Co | 111 | $55.3K | 0.05% | 00.0% | Unchanged |
| Grayhawk Investment Strategies Inc. | 114 | $56.8K | 0.11% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 114 | $56.8K | 0.02% | +4+3.6% | Added |
| Geo Capital Gestora de Recursos Ltd | 117 | $58.0K | 0.07% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 118 | $58.8K | 0.01% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 127 | $63.0K | 0.05% | −83−39.5% | Reduced |
| Archer Investment Corp | 128 | $63.5K | 0.02% | +1+0.8% | Added |
| DT Investment Partners, LLC | 129 | $64.2K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 129 | $64.2K | 0.01% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 129 | $64.3K | 0.02% | −24−15.7% | Reduced |
| ZRC Wealth Management, LLC | 130 | $64.7K | 0.03% | −20−13.3% | Reduced |
| MCF Advisors LLC | 132 | $65.8K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 136 | $67.0K | 0.02% | +109+403.7% | Added |
| Arlington Trust Co LLC | 142 | $70.7K | 0.01% | −48−25.3% | Reduced |
| Simplex Trading, LLC | 144 | $71.0K | 0.00% | +144 | New |
| Hall Laurie J Trustee | 145 | $72.0K | 0.02% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 145 | $72.2K | 0.02% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 145 | $72.2K | 0.02% | +25+20.8% | Added |
| Clean Yield Group | 146 | $72.7K | 0.02% | 00.0% | Unchanged |
| Albion Financial Group | 150 | $74.7K | 0.01% | −40−21.1% | Reduced |
| Atticus Wealth Management, LLC | 154 | $76.7K | 0.02% | 00.0% | Unchanged |
| Asset Dedication, LLC | 154 | $76.7K | 0.01% | +7+4.8% | Added |
| Vision Financial Markets LLC | 156 | $77.7K | 0.08% | +156 | New |
| Tobam | 159 | $79.0K | 0.02% | −42−20.9% | Reduced |
| Fortitude Family Office, LLC | 159 | $79.2K | 0.03% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 163 | $81.2K | 0.01% | −32−16.4% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 168 | $83.7K | 0.03% | 00.0% | Unchanged |