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 |
|---|---|---|---|---|---|
| U.S. Capital Wealth Advisors, LLC | 804 | $400.4K | 0.01% | +206+34.4% | Added |
| Legato Capital Management LLC | 808 | $402.4K | 0.05% | −907−52.9% | Reduced |
| Eisler Capital Management Ltd. | 815 | $403.5K | 0.01% | +815 | New |
| Virtue Capital Management, LLC | 813 | $404.9K | 0.08% | −94−10.4% | Reduced |
| Berry Wealth Group, LP | 813 | $405.1K | 0.29% | +57+7.5% | Added |
| Ledyard National Bank | 819 | $407.9K | 0.04% | +14+1.7% | Added |
| KG&L Capital Management,LLC | 820 | $408.4K | 0.13% | +225+37.8% | Added |
| Legacy Advisors, LLC | 822 | $409.4K | 0.04% | +23+2.9% | Added |
| Joel Isaacson & Co., LLC | 823 | $409.9K | 0.02% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 826 | $411.4K | 0.14% | 00.0% | Unchanged |
| Grove Bank & Trust | 827 | $411.9K | 0.06% | +100+13.8% | Added |
| Linscomb & Williams, Inc. | 831 | $413.6K | 0.02% | −5−0.6% | Reduced |
| Scientech Research LLC | 833 | $414.9K | 0.12% | +833 | New |
| Hartford Funds Management Co LLC | 835 | $416.1K | 0.04% | +69+9.0% | Added |
| Capital Asset Advisory Services LLC | 838 | $418.8K | 0.02% | +29+3.6% | Added |
| Capital Advisors, Ltd. LLC | 840 | $419.0K | 0.05% | +2+0.2% | Added |
| Natural Investments, LLC | 842 | $419.0K | 0.12% | +842 | New |
| Convergence Financial, LLC | 842 | $419.4K | 0.08% | −37−4.2% | Reduced |
| ORG Partners LLC | 844 | $420.9K | 0.06% | +177+26.5% | Added |
| Taurus Asset Management, LLC | 846 | $421.3K | 0.04% | 00.0% | Unchanged |
| Onefund, LLC | 848 | $422.3K | 0.41% | +8+1.0% | Added |
| Matthew Goff Investment Advisor, LLC | 849 | $422.8K | 0.08% | +13+1.6% | Added |
| AGH Wealth Advisors, LLC | 853 | $424.8K | 0.39% | +853 | New |
| Summitry LLC | 857 | $426.8K | 0.02% | −8−0.9% | Reduced |
| Portside Wealth Group, LLC | 863 | $429.8K | 0.07% | +10+1.2% | Added |
| Great Diamond Partners, LLC | 872 | $434.3K | 0.11% | −2−0.2% | Reduced |
| Azimuth Capital Investment Management LLC | 875 | $435.8K | 0.02% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 876 | $436.0K | 0.13% | −12−1.4% | Reduced |
| Jackson Square Capital, LLC | 878 | $437.3K | 0.11% | 00.0% | Unchanged |
| Houlihan Financial Resource Group, Ltd. | 879 | $438.0K | 0.19% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 881 | $438.9K | 0.03% | −7−0.8% | Reduced |
| Concord Wealth Partners | 883 | $439.9K | 0.07% | +119+15.6% | Added |
| Private Portfolio Partners LLC | 885 | $440.8K | 0.08% | 00.0% | Unchanged |
| Argyle Capital Partners, LLC | 889 | $442.8K | 0.38% | +889 | New |
| Financial Network Wealth Management LLC | 891 | $443.0K | 0.16% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 897 | $444.4K | 0.04% | −466,127−99.8% | Reduced |
| Moss Adams Wealth Advisors LLC | 895 | $445.7K | 0.05% | +77+9.4% | Added |
| Stratos Wealth Advisors, LLC | 896 | $446.3K | 0.02% | +286+46.9% | Added |
| Mitchell Sinkler & Starr | 897 | $446.7K | 0.12% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 900 | $448.2K | 0.01% | +900 | New |
| Cornerstone Wealth Management, LLC | 905 | $450.5K | 0.03% | −18−2.0% | Reduced |
| LM Advisors LLC | 905 | $451.0K | 0.08% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 869 | $453.1K | 0.02% | −401−31.6% | Reduced |
| Howard Capital Management Group, LLC | 911 | $453.7K | 0.03% | 00.0% | Unchanged |
| S.E.E.D. Planning Group LLC | 919 | $457.7K | 0.15% | +919 | New |
| Alpha Family Trust | 920 | $458.2K | 0.26% | 00.0% | Unchanged |
| Blackston Financial Advisory Group, LLC | 921 | $459.0K | 0.23% | +65+7.6% | Added |
| Sivia Capital Partners, LLC | 922 | $459.2K | 0.23% | +11+1.2% | Added |
| Tenon Financial LLC | 928 | $459.8K | 0.30% | 00.0% | Unchanged |
| Dudley Capital Management, LLC | 926 | $461.2K | 0.24% | +118+14.6% | Added |
| Fiduciary Group LLC | 929 | $462.7K | 0.05% | 00.0% | Unchanged |
| Petros Family Wealth, LLC | 934 | $465.2K | 0.50% | +934 | New |
| Riverwater Partners LLC | 937 | $466.7K | 0.23% | +2+0.2% | Added |
| Emerald Advisers, LLC | 941 | $468.6K | 0.02% | +9+1.0% | Added |
| KC Investment Advisors, LLC | 943 | $469.6K | 0.19% | −24−2.5% | Reduced |
| Community Bank, N.A. | 951 | $473.6K | 0.06% | −30−3.1% | Reduced |
| Levin Capital Strategies, L.P. | 951 | $473.7K | 0.05% | +951 | New |
| Centerpoint Advisors, LLC | 952 | $474.0K | 0.17% | −83−8.0% | Reduced |
| Cornerstone Wealth Advisors, Inc. | 955 | $475.6K | 0.13% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 958 | $477.2K | 0.10% | +30+3.2% | Added |
| Sunbelt Securities, Inc. | 959 | $477.8K | 0.04% | −122−11.3% | Reduced |
| CNB Bank | 960 | $478.1K | 0.22% | −39−3.9% | Reduced |
| WS Portfolio Advisory, LLC | 961 | $478.6K | 1.95% | +961 | New |
| Gilbert & Cook, Inc. | 965 | $480.6K | 0.07% | −23−2.3% | Reduced |
| TFB Advisors LLC | 965 | $480.6K | 0.14% | −3−0.3% | Reduced |
| Richardson Financial Services Inc. | 969 | $482.1K | 0.34% | +19+2.0% | Added |
| Red Door Wealth Management, LLC | 969 | $482.6K | 0.07% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 975 | $485.6K | 0.18% | −24−2.4% | Reduced |
| First Interstate Bank | 975 | $485.6K | 0.03% | −14−1.4% | Reduced |
| West Michigan Advisors, LLC | 979 | $487.7K | 0.15% | +1+0.1% | Added |
| Plotkin Financial Advisors, LLC | 984 | $490.1K | 0.29% | 00.0% | Unchanged |
| Fosun International Ltd | 985 | $490.6K | 0.15% | −2,375−70.7% | Reduced |
| Norden Group LLC | 987 | $491.3K | 0.06% | −26−2.6% | Reduced |
| Cromwell Holdings LLC | 987 | $491.6K | 0.28% | 00.0% | Unchanged |
| Meritage Portfolio Management | 989 | $492.6K | 0.03% | 00.0% | Unchanged |
| West Family Investments, Inc. | 993 | $494.5K | 0.17% | −163−14.1% | Reduced |
| Embree Financial Group | 995 | $495.4K | 0.08% | +1+0.1% | Added |
| Headinvest, LLC | 997 | $496.5K | 0.09% | 00.0% | Unchanged |
| Evelyn Partners Investment Management (Europe) Ltd | 997 | $496.5K | 0.18% | +997 | New |
| Carnegie Capital Asset Management, LLC | 1,000 | $498.0K | 0.01% | 00.0% | Unchanged |
| LWM Advisory Services, LLC | 1,004 | $499.6K | 0.35% | −14−1.4% | Reduced |
| Integrated Advisors Network LLC | 1,007 | $501.3K | 0.02% | −6−0.6% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 1,007 | $501.5K | 0.10% | +165+19.6% | Added |
| Crux Wealth Advisors | 1,008 | $502.1K | 0.28% | +1,008 | New |
| Catalytic Wealth RIA, LLC | 1,009 | $502.5K | 0.09% | −102−9.2% | Reduced |
| Provenance Wealth Advisors, LLC | 1,014 | $505.0K | 0.07% | 00.0% | Unchanged |
| WMS Partners, LLC | 1,017 | $506.5K | 0.03% | +233+29.7% | Added |
| Nwam LLC | 1,017 | $506.5K | 0.03% | −32−3.1% | Reduced |
| ORG Wealth Partners, LLC | 1,017 | $506.5K | 0.16% | +570+127.5% | Added |
| Signal Advisors Wealth, LLC | 1,022 | $509.2K | 0.06% | +18+1.8% | Added |
| Ayrshire Capital Management LLC | 1,023 | $509.5K | 0.25% | 00.0% | Unchanged |
| Rosenblum Silverman Sutton S F Inc | 1,024 | $509.8K | 0.13% | 00.0% | Unchanged |
| First National Bank & Trust Co of Newtown | 1,028 | $512.0K | 0.11% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 1,028 | $512.0K | 0.05% | −12−1.2% | Reduced |
| Waverton Investment Management Ltd | 1,028 | $512.5K | 0.01% | −1,170−53.2% | Reduced |
| Elm3 Financial Group, LLC | 1,030 | $512.9K | 0.44% | +1,030 | New |
| Applied Capital LLC | 1,032 | $514.0K | 0.40% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,034 | $515.0K | 0.07% | +20+2.0% | Added |
| Regent Peak Wealth Advisors LLC | 1,036 | $516.0K | 0.12% | +18+1.8% | Added |
| Alta Advisers Ltd | 1,037 | $516.5K | 0.33% | +137+15.2% | Added |