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 |
|---|---|---|---|---|---|
| Avantra Family Wealth, Inc. | 646 | $321.7K | 0.30% | +646 | New |
| Financial Alternatives, Inc | 648 | $322.7K | 0.23% | 00.0% | Unchanged |
| Ifrah Financial Services, Inc. | 649 | $323.5K | 0.09% | −3−0.5% | Reduced |
| Covestor Ltd | 650 | $324.0K | 0.20% | +193+42.2% | Added |
| Great Valley Advisor Group, Inc. | 652 | $324.4K | 0.01% | +61+10.3% | Added |
| David R. Rahn & Associates Inc. | 652 | $324.7K | 0.10% | 00.0% | Unchanged |
| TFC Financial Management | 652 | $324.7K | 0.05% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 653 | $325.2K | 0.06% | −7−1.1% | Reduced |
| Pasadena Private Wealth, LLC | 653 | $325.2K | 0.07% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 653 | $325.2K | 0.08% | 00.0% | Unchanged |
| Optimize Financial Inc | 654 | $325.7K | 0.24% | +654 | New |
| Impact Investors, Inc | 659 | $328.0K | 0.25% | +659 | New |
| Barnes Pettey Financial Advisors, LLC | 666 | $331.7K | 0.25% | 00.0% | Unchanged |
| Stablepoint Partners, LLC | 666 | $331.7K | 0.06% | 00.0% | Unchanged |
| Lafayette Investments, Inc. | 668 | $332.7K | 0.07% | +16+2.5% | Added |
| Capital Planning Advisors, LLC | 670 | $333.7K | 0.05% | −1−0.1% | Reduced |
| Clarendon Private LLC | 671 | $334.2K | 0.35% | +671 | New |
| Personal Cfo Solutions, LLC | 674 | $335.6K | 0.07% | +20+3.1% | Added |
| Veracity Capital LLC | 674 | $335.8K | 0.12% | −17−2.5% | Reduced |
| Crewe Advisors LLC | 678 | $337.7K | 0.05% | +678 | New |
| Wealth Architects, LLC | 679 | $338.2K | 0.04% | −14−2.0% | Reduced |
| Concord Asset Management, LLC | 679 | $338.3K | 0.07% | +101+17.5% | Added |
| J. L. Bainbridge & Co., Inc. | 682 | $339.6K | 0.03% | 00.0% | Unchanged |
| Endowment Wealth Management, Inc. | 683 | $340.0K | 0.23% | −18−2.6% | Reduced |
| Sand Hill Global Advisors, LLC | 684 | $340.7K | 0.01% | −8−1.2% | Reduced |
| Alpha DNA Investment Management LLC | 685 | $341.2K | 0.19% | +685 | New |
| Advus Financial Partners, LLC | 687 | $342.2K | 0.10% | +64+10.3% | Added |
| 180 Wealth Advisors, LLC | 688 | $342.6K | 0.05% | −8−1.1% | Reduced |
| GenTrust, LLC | 689 | $343.1K | 0.01% | +158+29.8% | Added |
| D'Orazio & Associates, Inc. | 692 | $344.6K | 0.05% | −16−2.3% | Reduced |
| Meadow Creek Wealth Advisors LLC | 694 | $345.6K | 0.25% | +5+0.7% | Added |
| Napatree Capital LLC | 698 | $347.6K | 0.20% | +117+20.1% | Added |
| C M Bidwell & Associates Ltd | 699 | $348.1K | 0.21% | +690+7,666.7% | Added |
| Sandler Capital Management | 700 | $348.6K | 0.06% | 00.0% | Unchanged |
| Boit C F David | 700 | $348.6K | 0.18% | 00.0% | Unchanged |
| Bristol Gate Capital Partners Inc. | 700 | $348.6K | 0.02% | +700 | New |
| MJP Associates Inc | 701 | $349.4K | 0.06% | +11+1.6% | Added |
| Eclectic Associates Inc | 702 | $349.6K | 0.10% | 00.0% | Unchanged |
| Simmons Bank | 703 | $350.1K | 0.03% | +1+0.1% | Added |
| Hardy Reed LLC | 705 | $351.1K | 0.03% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 706 | $351.4K | 0.01% | −25−3.4% | Reduced |
| Peak Planning Group, LLC | 706 | $351.8K | 0.15% | +10+1.4% | Added |
| LVM Capital Management Ltd | 707 | $352.0K | 0.04% | +69+10.8% | Added |
| Northwest Bancshares, Inc. | 709 | $353.1K | 0.07% | 00.0% | Unchanged |
| Sculati Wealth Management, LLC | 709 | $353.1K | 0.14% | 00.0% | Unchanged |
| Philadelphia Trust Co | 711 | $354.0K | 0.03% | −238−25.1% | Reduced |
| XTX Topco Ltd | 713 | $355.1K | 0.03% | +713 | New |
| AG Asset Advisory, LLC | 714 | $355.6K | 0.35% | +714 | New |
| Paragon Private Wealth Management, LLC | 715 | $356.1K | 0.16% | +147+25.9% | Added |
| Anchor Capital Advisors LLC | 719 | $358.1K | 0.01% | −5−0.7% | Reduced |
| Canopy Partners, LLC | 720 | $358.6K | 0.14% | +7+1.0% | Added |
| Osborne Partners Capital Management, LLC | 725 | $361.1K | 0.02% | 00.0% | Unchanged |
| Kentucky Trust Co | 725 | $361.1K | 0.21% | +725 | New |
| Catalyst Capital Advisors LLC | 726 | $361.6K | 0.01% | +584+411.3% | Added |
| Cornerstone Wealth Group, LLC | 729 | $363.1K | 0.03% | −93−11.3% | Reduced |
| ArrowMark Colorado Holdings LLC | 731 | $364.1K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 732 | $364.6K | 0.04% | −1−0.1% | Reduced |
| Peterson Wealth Services | 736 | $366.5K | 0.11% | +67+10.0% | Added |
| Busey Wealth Management | 739 | $368.0K | 0.01% | +4+0.5% | Added |
| Integrated Investment Consultants, LLC | 741 | $369.0K | 0.08% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 742 | $369.4K | 0.10% | +16+2.2% | Added |
| Lakeview Capital Partners, LLC | 742 | $369.7K | 0.08% | −543−42.3% | Reduced |
| Carr Financial Group Corp | 744 | $370.5K | 0.12% | +8+1.1% | Added |
| CVA Family Office, LLC | 746 | $371.5K | 0.06% | +28+3.9% | Added |
| Bank of Stockton | 748 | $372.5K | 0.11% | −86−10.3% | Reduced |
| Mill Creek Capital Advisors, LLC | 749 | $373.0K | 0.01% | −16−2.1% | Reduced |
| Destination Wealth Management | 749 | $373.0K | 0.01% | 00.0% | Unchanged |
| Somerset Group LLC | 750 | $373.5K | 0.34% | 00.0% | Unchanged |
| LB Partners LLC | 750 | $373.5K | 0.28% | 00.0% | Unchanged |
| Traveka Wealth, LLC | 751 | $374.0K | 0.21% | +78+11.6% | Added |
| Violich Capital Management, Inc. | 750 | $374.0K | 0.05% | 00.0% | Unchanged |
| City State Bank | 751 | $374.0K | 0.13% | −6−0.8% | Reduced |
| Cidel Asset Management Inc | 754 | $375.5K | 0.03% | +62+9.0% | Added |
| Readystate Asset Management LP | 756 | $376.5K | 0.02% | +756 | New |
| Huntleigh Advisors, Inc. | 756 | $376.6K | 0.08% | +756 | New |
| Attessa Capital LLC | 757 | $377.0K | 0.26% | +757 | New |
| Gainplan LLC | 758 | $377.5K | 0.14% | −28−3.6% | Reduced |
| Advisor OS, LLC | 766 | $381.3K | 0.04% | +16+2.1% | Added |
| Wealthspire Advisors, LLC | 768 | $382.6K | 0.00% | +116+17.8% | Added |
| Reuter James Wealth Management, LLC | 772 | $384.5K | 0.07% | −1−0.1% | Reduced |
| Burford Brothers, Inc. | 772 | $384.5K | 0.19% | 00.0% | Unchanged |
| Samalin Investment Counsel, LLC | 772 | $384.6K | 0.17% | 00.0% | Unchanged |
| Accelerate Investment Advisors LLC | 773 | $384.9K | 0.34% | +200+34.9% | Added |
| Strategy Asset Managers LLC | 773 | $385.2K | 0.07% | 00.0% | Unchanged |
| Consolidated Portfolio Review Corp | 774 | $385.3K | 0.06% | +42+5.7% | Added |
| XML Financial, LLC | 779 | $388.0K | 0.04% | +56+7.7% | Added |
| Fairtree Asset Management (Pty) Ltd | 780 | $388.5K | 0.37% | +780 | New |
| Shufro Rose & Co LLC | 780 | $388.5K | 0.03% | +53+7.3% | Added |
| BluePath Capital Management, LLC | 806 | $389.0K | 0.21% | −40−4.7% | Reduced |
| Clayton Financial Group LLC | 782 | $389.5K | 0.14% | 00.0% | Unchanged |
| Arthur M. Cohen & Associates, LLC | 787 | $391.9K | 0.07% | −1,554−66.4% | Reduced |
| Fiduciary Alliance LLC | 787 | $392.0K | 0.04% | +787 | New |
| Cache Advisors, LLC | 789 | $392.9K | 0.16% | +789 | New |
| Beck Mack & Oliver LLC | 791 | $393.9K | 0.01% | +791 | New |
| New Century Financial Group, LLC | 790 | $394.7K | 0.17% | −170−17.7% | Reduced |
| Pekin Hardy Strauss, Inc. | 797 | $396.9K | 0.05% | 00.0% | Unchanged |
| Waddell & Associates, LLC | 797 | $396.9K | 0.04% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 798 | $397.4K | 0.11% | +3+0.4% | Added |
| Dempze Nancy E | 800 | $398.4K | 0.23% | 00.0% | Unchanged |
| Biltmore Family Office, LLC | 803 | $399.9K | 0.07% | +66+9.0% | Added |