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 |
|---|---|---|---|---|---|
| Wellspring Financial Advisors, LLC | 519 | $258.3K | 0.03% | −514−49.8% | Reduced |
| Financial Perspectives, Inc | 519 | $258.6K | 0.09% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 521 | $259.5K | 0.03% | 00.0% | Unchanged |
| Marietta Investment Partners LLC | 524 | $261.0K | 0.06% | −411−44.0% | Reduced |
| ZEGA Investments, LLC | 508 | $261.0K | 0.08% | +508 | New |
| Arete Wealth Advisors, LLC | 524 | $261.0K | 0.02% | +63+13.7% | Added |
| Aviso Wealth Management | 525 | $261.6K | 0.13% | +2+0.4% | Added |
| Hill Investment Group Partners, LLC | 526 | $262.0K | 0.04% | +24+4.8% | Added |
| Mezzasalma Advisors, LLC | 527 | $262.5K | 0.08% | +105+24.9% | Added |
| Fulton Breakefield Broenniman LLC | 528 | $263.0K | 0.02% | 00.0% | Unchanged |
| Partners Wealth Management, LLC | 528 | $263.0K | 0.30% | +528 | New |
| Silver Lake Advisory, LLC | 530 | $264.0K | 0.12% | +1+0.2% | Added |
| Ruane, Cunniff & Goldfarb L.P. | 531 | $264.5K | 0.00% | 00.0% | Unchanged |
| Aveo Capital Partners, LLC | 531 | $264.5K | 0.03% | +55+11.6% | Added |
| Wedge Capital Management L L P | 532 | $265.0K | 0.00% | +23+4.5% | Added |
| Versant Capital Management, Inc | 533 | $265.4K | 0.06% | +183+52.3% | Added |
| Grimes & Company, Inc. | 535 | $266.5K | 0.01% | −27−4.8% | Reduced |
| Soltis Investment Advisors LLC | 541 | $269.2K | 0.02% | +125+30.0% | Added |
| Veritas Investment Partners (UK) Ltd. | 540 | $269.2K | 0.00% | 00.0% | Unchanged |
| Convergence Investment Partners, LLC | 543 | $270.3K | 0.06% | −7−1.3% | Reduced |
| VisionPoint Advisory Group, LLC | 546 | $270.5K | 0.09% | −7−1.3% | Reduced |
| SFMG, LLC | 545 | $271.4K | 0.02% | +23+4.4% | Added |
| Brookstone Capital Management | 546 | $272.1K | 0.00% | +546 | New |
| Austin Private Wealth, LLC | 549 | $273.4K | 0.03% | +98+21.7% | Added |
| Aurdan Capital Management, LLC | 549 | $273.4K | 0.10% | +549 | New |
| Virtus Investment Advisers, Inc. | 550 | $273.9K | 0.21% | 00.0% | Unchanged |
| Angeles Wealth Management, LLC | 552 | $274.9K | 0.02% | +70+14.5% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 553 | $275.4K | 0.01% | 00.0% | Unchanged |
| Independent Wealth Network Inc. | 554 | $275.9K | 0.11% | +50+9.9% | Added |
| White Lighthouse Investment Management Inc. | 555 | $276.4K | 0.05% | +555 | New |
| Salem Investment Counselors Inc | 557 | $277.4K | 0.01% | −5−0.9% | Reduced |
| Wrapmanager Inc | 558 | $277.9K | 0.07% | −22−3.8% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 559 | $278.4K | 0.01% | −1,797−76.3% | Reduced |
| Patten & Patten Inc | 560 | $278.9K | 0.02% | −123−18.0% | Reduced |
| Goldstone Financial Group, LLC | 561 | $279.5K | 0.04% | +51+10.0% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 562 | $280.0K | 0.00% | +377+203.8% | Added |
| Smith, Moore & Co. | 563 | $280.6K | 0.03% | +9+1.6% | Added |
| New Republic Capital, LLC | 564 | $281.0K | 0.18% | +35+6.6% | Added |
| Dumont & Blake Investment Advisors LLC | 565 | $281.4K | 0.08% | +3+0.5% | Added |
| First Nebraska Trust Co | 567 | $282.4K | 0.03% | 00.0% | Unchanged |
| Forbes J M & Co LLP | 569 | $283.4K | 0.03% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 570 | $283.7K | 0.06% | +41+7.8% | Added |
| Stanley-Laman Group, Ltd. | 571 | $284.4K | 0.04% | +131+29.8% | Added |
| Avantax Planning Partners, Inc. | 573 | $285.2K | 0.01% | +13+2.3% | Added |
| Net Worth Advisory Group | 574 | $285.8K | 0.09% | −12−2.0% | Reduced |
| Invenio Wealth Partners LLC | 574 | $285.9K | 0.12% | +22+4.0% | Added |
| Axq Capital, LP | 575 | $286.4K | 0.13% | −3,024−84.0% | Reduced |
| StrongBox Wealth, LLC | 575 | $286.4K | 0.12% | 00.0% | Unchanged |
| May Hill Capital, LLC | 576 | $286.9K | 0.11% | +576 | New |
| Vista Wealth Management Group, LLC | 576 | $287.0K | 0.02% | +31+5.7% | Added |
| Northeast Financial Consultants Inc | 579 | $288.4K | 0.01% | 00.0% | Unchanged |
| Affinity Capital Advisors, LLC | 587 | $288.4K | 0.05% | 00.0% | Unchanged |
| Ariadne Wealth Management, LP | 560 | $288.6K | 0.13% | −5−0.9% | Reduced |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 581 | $289.4K | 0.28% | +581 | New |
| Cascade Financial Partners, LLC | 582 | $289.9K | 0.04% | +1+0.2% | Added |
| Isthmus Partners, LLC | 582 | $289.9K | 0.04% | +582 | New |
| Phillips Wealth Planners LLC | 606 | $292.5K | 0.29% | +17+2.9% | Added |
| Sunbeam Capital Management, LLC | 589 | $293.1K | 0.27% | +589 | New |
| Independent Financial Group, LLC | 589 | $293.5K | 0.01% | −186−24.0% | Reduced |
| Bouchey Financial Group Ltd | 591 | $294.3K | 0.03% | +15+2.6% | Added |
| Benchmark Investment Advisors LLC | 591 | $294.4K | 0.19% | −5−0.8% | Reduced |
| Courage Miller Partners, LLC | 595 | $296.3K | 0.10% | 00.0% | Unchanged |
| 44 Wealth Management LLC | 597 | $297.4K | 0.11% | +4+0.7% | Added |
| Dana Investment Advisors, Inc. | 599 | $298.3K | 0.01% | −158−20.9% | Reduced |
| Parallax Volatility Advisers, L.P. | 600 | $298.8K | 0.01% | −1,919−76.2% | Reduced |
| Wayfinding Financial, LLC | 603 | $300.0K | 0.16% | +603 | New |
| Murphy & Mullick Capital Management Corp | 603 | $300.3K | 0.28% | +603 | New |
| RFG Advisory, LLC | 604 | $300.7K | 0.01% | +110+22.3% | Added |
| Ted Buchan & Co | 604 | $300.8K | 0.14% | 00.0% | Unchanged |
| Topsail Wealth Management, LLC | 606 | $301.8K | 0.06% | +606 | New |
| Romano Brothers and Company | 607 | $302.3K | 0.04% | −31−4.9% | Reduced |
| Revisor Wealth Management LLC | 604 | $302.7K | 0.28% | −340−36.0% | Reduced |
| Gould Asset Management LLC | 608 | $302.8K | 0.06% | 00.0% | Unchanged |
| Liberty One Investment Management, LLC | 610 | $303.8K | 0.03% | +73+13.6% | Added |
| World Equity Group, Inc. | 610 | $303.8K | 0.07% | +610 | New |
| Elwood & Goetz Wealth Advisory Group, LLC | 612 | $304.8K | 0.07% | 00.0% | Unchanged |
| Capital Market Strategies LLC | 612 | $304.8K | 0.18% | +6+1.0% | Added |
| Broadway Wealth Solutions, Inc. | 613 | $305.1K | 0.23% | +613 | New |
| Ascent Wealth Partners, LLC | 614 | $305.8K | 0.04% | −13−2.1% | Reduced |
| Compass Ion Advisors, LLC | 616 | $306.8K | 0.04% | 00.0% | Unchanged |
| Family Wealth Group, LLC | 618 | $307.6K | 0.24% | −7−1.1% | Reduced |
| Bell Investment Advisors, Inc | 621 | $309.3K | 0.06% | −61−8.9% | Reduced |
| William Mack & Associates, Inc. | 624 | $310.8K | 0.33% | +624 | New |
| Lecap Asset Management Ltd | 629 | $313.3K | 0.08% | −2,759−81.4% | Reduced |
| Campbell Wealth Management | 630 | $314.0K | 0.03% | +630 | New |
| Naviter Wealth, LLC | 631 | $314.3K | 0.04% | +50+8.6% | Added |
| Insigneo Advisory Services, LLC | 631 | $314.4K | 0.03% | −795−55.8% | Reduced |
| Rainier Family Wealth Inc | 633 | $315.3K | 0.38% | +633 | New |
| Jaffetilchin Investment Partners, LLC | 634 | $315.7K | 0.02% | +1+0.2% | Added |
| Plancorp, LLC | 635 | $316.2K | 0.01% | +239+60.4% | Added |
| AMG National Trust Bank | 637 | $317.2K | 0.01% | +74+13.1% | Added |
| VeraBank, N.A. | 638 | $317.7K | 0.09% | +12+1.9% | Added |
| Zacks Investment Management | 638 | $317.9K | 0.00% | +117+22.5% | Added |
| Stegent Equity Advisors, Inc. | 639 | $318.2K | 0.32% | +82+14.7% | Added |
| Keynote Financial Services LLC | 640 | $318.7K | 0.24% | 00.0% | Unchanged |
| Goldstein Advisors, LLC | 641 | $319.2K | 0.05% | +6+0.9% | Added |
| Ethos Financial Group, LLC | 641 | $319.2K | 0.04% | +43+7.2% | Added |
| Symphony Financial, Ltd. Co. | 627 | $319.3K | 0.05% | −78−11.1% | Reduced |
| Valmark Advisers, Inc. | 642 | $319.8K | 0.00% | +642 | New |
| Impact Capital Partners LLC | 644 | $320.8K | 0.11% | +644 | New |