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 |
|---|---|---|---|---|---|
| Global Retirement Partners, LLC | 1,413 | $703.6K | 0.02% | +189+15.4% | Added |
| BSW Wealth Partners | 1,420 | $707.4K | 0.10% | +88+6.6% | Added |
| Cynosure Management, LLC | 1,421 | $707.7K | 0.11% | −177−11.1% | Reduced |
| ICONIQ Capital, LLC | 1,425 | $709.7K | 0.01% | +609+74.6% | Added |
| Navellier & Associates Inc | 1,426 | $710.2K | 0.09% | 00.0% | Unchanged |
| Sigma Planning Corp | 1,428 | $711.2K | 0.02% | +160+12.6% | Added |
| Rossby Financial, LCC | 1,428 | $711.2K | 0.45% | +1,428 | New |
| Chicago Partners Investment Group LLC | 1,435 | $711.7K | 0.02% | +90+6.7% | Added |
| Quotient Wealth Partners, LLC | 1,430 | $712.2K | 0.02% | +23+1.6% | Added |
| Smart Money Group LLC | 1,434 | $714.1K | 0.25% | +74+5.4% | Added |
| First Affirmative Financial Network | 1,441 | $717.6K | 0.41% | −38−2.6% | Reduced |
| One Wealth Advisors, LLC | 1,441 | $717.7K | 0.11% | 00.0% | Unchanged |
| New Hampshire Trust | 1,448 | $721.1K | 0.15% | −1−0.1% | Reduced |
| CoreFirst Bank & Trust | 1,455 | $724.6K | 0.43% | −35−2.3% | Reduced |
| Coastal Investment Advisors, Inc. | 1,452 | $725.6K | 0.30% | −350−19.4% | Reduced |
| Crestmont Private Wealth LLC | 1,461 | $727.6K | 0.33% | −98−6.3% | Reduced |
| Alpha Cubed Investments, LLC | 1,464 | $729.2K | 0.03% | −8−0.5% | Reduced |
| Evelyn Partners Asset Management Ltd | 1,465 | $729.6K | 0.20% | +1,465 | New |
| Trust Point Inc. | 1,466 | $730.1K | 0.05% | +62+4.4% | Added |
| Stonegate Investment Group, LLC | 1,471 | $732.8K | 0.02% | −57−3.7% | Reduced |
| BKD Wealth Advisors, LLC | 1,472 | $733.1K | 0.02% | +19+1.3% | Added |
| Smithfield Trust Co | 1,479 | $734.0K | 0.04% | 00.0% | Unchanged |
| Conestoga Capital Advisors, LLC | 1,476 | $735.1K | 0.01% | 00.0% | Unchanged |
| Change Path, LLC | 1,476 | $735.2K | 0.02% | +66+4.7% | Added |
| HWG Holdings LP | 1,482 | $738.1K | 0.24% | −14−0.9% | Reduced |
| Nova R Wealth, Inc. | 1,492 | $742.9K | 0.37% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 1,497 | $745.6K | 0.05% | 00.0% | Unchanged |
| Fortis Capital Management LLC | 1,499 | $746.7K | 0.14% | −748−33.3% | Reduced |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 1,500 | $747.0K | 0.30% | 00.0% | Unchanged |
| Sageworth Trust Co | 1,500 | $747.0K | 0.05% | −1,102−42.4% | Reduced |
| Banque Transatlantique SA | 1,502 | $747.8K | 0.02% | +1,502 | New |
| AssuredPartners Investment Advisors, LLC | 1,509 | $751.8K | 0.15% | +1,509 | New |
| Stamos Capital Partners, L.P. | 1,510 | $752.0K | 0.18% | +1,010+202.0% | Added |
| Mutual Advisors, LLC | 1,490 | $752.7K | 0.02% | −115−7.2% | Reduced |
| Keel Point, LLC | 1,514 | $753.9K | 0.06% | +143+10.4% | Added |
| Prossimo Advisors, LLC | 1,525 | $759.0K | 0.55% | −9−0.6% | Reduced |
| My Legacy Advisors, LLC | 1,529 | $759.2K | 0.29% | +26+1.7% | Added |
| Oak Harbor Wealth Partners, LLC | 1,525 | $759.5K | 0.22% | −4−0.3% | Reduced |
| Catalina Capital Group, LLC | 1,529 | $761.5K | 0.25% | +34+2.3% | Added |
| Spinnaker Trust | 1,537 | $765.5K | 0.05% | −6−0.4% | Reduced |
| Hoxton Planning & Management, LLC | 1,546 | $770.0K | 0.29% | +4+0.3% | Added |
| FineMark National Bank & Trust | 1,548 | $771.0K | 0.03% | −109−6.6% | Reduced |
| Ironwood Investment Counsel, LLC | 1,552 | $773.1K | 0.13% | −4−0.3% | Reduced |
| Sepio Capital, LP | 1,554 | $773.8K | 0.06% | −65−4.0% | Reduced |
| Hancock Whitney Corp | 1,559 | $776.4K | 0.02% | +28+1.8% | Added |
| Moseley Investment Management Inc | 1,572 | $782.7K | 0.31% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 1,576 | $784.7K | 0.13% | −91−5.5% | Reduced |
| Continuum Advisory, LLC | 1,577 | $785.4K | 0.10% | +33+2.1% | Added |
| Red Spruce Capital, LLC | 1,586 | $789.9K | 0.35% | −160−9.2% | Reduced |
| Advisors Capital Management, LLC | 1,593 | $793.5K | 0.01% | +105+7.1% | Added |
| Institute for Wealth Management, LLC. | 1,594 | $793.9K | 0.10% | −10−0.6% | Reduced |
| Legacy Wealth Asset Management, LLC | 1,600 | $796.9K | 0.22% | −38−2.3% | Reduced |
| Beach Investment Counsel Inc | 1,600 | $797.0K | 0.11% | 00.0% | Unchanged |
| Howard Bailey Securities, LLC | 1,603 | $798.3K | 0.30% | −101−5.9% | Reduced |
| Tudor Investment Corp Et Al | 1,604 | $798.8K | 0.01% | −1,067−39.9% | Reduced |
| TD Private Client Wealth LLC | 1,610 | $801.8K | 0.02% | −199−11.0% | Reduced |
| Covenant Partners, LLC | 1,610 | $801.8K | 0.25% | −69−4.1% | Reduced |
| Williamson Legacy Group, LLC | 1,611 | $802.3K | 0.53% | −71−4.2% | Reduced |
| Atomi Financial Group, Inc. | 1,615 | $804.5K | 0.04% | +420+35.1% | Added |
| Fox Run Management, L.L.C. | 1,617 | $805.3K | 0.15% | +902+126.2% | Added |
| Mangrove Partners | 1,622 | $807.8K | 0.10% | +1,622 | New |
| Jacobsen Capital Management | 1,624 | $808.8K | 0.34% | −27−1.6% | Reduced |
| Assetmark, Inc | 1,626 | $809.8K | 0.00% | +328+25.3% | Added |
| LeClair Wealth Partners LLC | 1,650 | $821.8K | 0.55% | +1,650 | New |
| Boothbay Fund Management, LLC | 1,652 | $822.7K | 0.03% | −317−16.1% | Reduced |
| MRP Capital Investments, LLC | 1,653 | $823.2K | 0.75% | −23−1.4% | Reduced |
| Alteri Wealth LLC | 1,653 | $823.4K | 0.23% | +1,653 | New |
| Relyea Zuckerberg Hanson LLC | 1,670 | $831.8K | 0.11% | +76+4.8% | Added |
| Landscape Capital Management, L.L.C. | 1,679 | $836.2K | 0.09% | −159−8.7% | Reduced |
| Arcadia Investment Management Corp | 1,680 | $836.7K | 0.13% | 00.0% | Unchanged |
| Claro Advisors LLC | 1,681 | $837.4K | 0.11% | −349−17.2% | Reduced |
| Geller Advisors LLC | 1,691 | $842.2K | 0.06% | +42+2.5% | Added |
| Optas, LLC | 1,692 | $842.7K | 0.18% | +858+102.9% | Added |
| PDS Planning, Inc | 1,696 | $844.7K | 0.08% | +15+0.9% | Added |
| WSFS Capital Management, LLC | 1,697 | $845.2K | 0.05% | +186+12.3% | Added |
| Legacy Capital Wealth Partners, LLC | 1,700 | $846.4K | 0.21% | −1,875−52.4% | Reduced |
| Israel Discount Bank of New York | 1,700 | $846.7K | 0.62% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 1,702 | $847.7K | 0.46% | +1,702 | New |
| Sunflower Bank, N.A. | 1,708 | $850.6K | 0.24% | +45+2.7% | Added |
| Waters Parkerson & Co., LLC | 1,709 | $851.1K | 0.04% | +9+0.5% | Added |
| Newbridge Financial Services Group, Inc. | 1,721 | $857.1K | 0.22% | +10+0.6% | Added |
| Griffin Asset Management, Inc. | 1,725 | $859.1K | 0.10% | −50−2.8% | Reduced |
| Edgestream Partners, L.P. | 1,729 | $861.1K | 0.04% | +1,177+213.2% | Added |
| Allred Capital Management, LLC | 1,730 | $861.6K | 0.33% | +316+22.3% | Added |
| Bourgeon Capital Management LLC | 1,734 | $863.6K | 0.16% | +1,734 | New |
| TrinityPoint Wealth, LLC | 1,737 | $864.9K | 0.12% | +18+1.0% | Added |
| Vestmark Advisory Solutions, Inc. | 1,742 | $867.6K | 0.03% | +144+9.0% | Added |
| Mendel Capital Management LLC | 1,748 | $870.5K | 0.53% | +9+0.5% | Added |
| Douglas Lane & Associates, LLC | 1,755 | $874.0K | 0.01% | 00.0% | Unchanged |
| Chicago Trust Co NA | 1,758 | $875.5K | 0.15% | −20−1.1% | Reduced |
| GTS Securities LLC | 1,758 | $875.5K | 0.04% | −3,351−65.6% | Reduced |
| Gryphon Financial Partners LLC | 1,764 | $878.4K | 0.13% | −640−26.6% | Reduced |
| ERn Financial, LLC | 1,766 | $879.3K | 0.13% | +62+3.6% | Added |
| Ironwood Investment Management LLC | 1,770 | $881.5K | 0.44% | +15+0.9% | Added |
| Jericho Financial, LLP | 1,772 | $882.6K | 0.64% | +1,772 | New |
| Sirios Capital Management L P | 1,779 | $886.0K | 0.16% | −842−32.1% | Reduced |
| Opal Wealth Advisors, LLC | 1,781 | $887.0K | 0.27% | +30+1.7% | Added |
| Sage Mountain Advisors LLC | 1,781 | $887.2K | 0.06% | +236+15.3% | Added |
| Tritonpoint Wealth, LLC | 1,782 | $887.7K | 0.08% | +51+2.9% | Added |
| Forefront Wealth Partners, LLC | 1,783 | $888.0K | 0.66% | +1,783 | New |