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 |
|---|---|---|---|---|---|
| Flagship Harbor Advisors, LLC | 3,934 | $1.96M | 0.10% | +143+3.8% | Added |
| Pinnacle Associates Ltd | 3,925 | $1.95M | 0.03% | +1,408+55.9% | Added |
| Nations Financial Group Inc, | 3,922 | $1.95M | 0.14% | +62+1.6% | Added |
| Cozad Asset Management Inc | 3,910 | $1.95M | 0.18% | +5+0.1% | Added |
| Jump Financial, LLC | 3,855 | $1.92M | 0.04% | +1,776+85.4% | Added |
| Legacy Capital Wealth Management, LLC | 3,855 | $1.92M | 1.91% | +3,855 | New |
| Silverlake Wealth Management LLC | 3,845 | $1.91M | 0.74% | −2−0.1% | Reduced |
| CenterBook Partners LP | 3,841 | $1.91M | 0.11% | +1,930+101.0% | Added |
| Qtron Investments LLC | 3,829 | $1.91M | 0.27% | 00.0% | Unchanged |
| Trust Asset Management LLC | 3,825 | $1.90M | 0.15% | 00.0% | Unchanged |
| Guyasuta Investment Advisors Inc | 3,823 | $1.90M | 0.12% | +16+0.4% | Added |
| WealthPLAN Partners, LLC | 3,810 | $1.90M | 0.27% | −951−20.0% | Reduced |
| Hamilton Point Investment Advisors, LLC | 3,808 | $1.90M | 0.34% | +8+0.2% | Added |
| Cullen Investment Group, Ltd. | 3,807 | $1.90M | 0.28% | +65+1.7% | Added |
| Private Trust Co NA | 3,755 | $1.87M | 0.19% | +43+1.2% | Added |
| J. Safra Sarasin Holding AG | 3,744 | $1.86M | 0.03% | +2,117+130.1% | Added |
| Westwood Holdings Group Inc. | 3,737 | $1.86M | 0.01% | +2,488+199.2% | Added |
| AAFMAA Wealth Management & Trust LLC | 3,724 | $1.85M | 0.81% | +137+3.8% | Added |
| Waterloo Capital, L.P. | 3,720 | $1.85M | 0.20% | +425+12.9% | Added |
| AXS Investments LLC | 3,714 | $1.85M | 0.52% | +119+3.3% | Added |
| Schechter Investment Advisors, LLC | 3,697 | $1.84M | 0.14% | −206−5.3% | Reduced |
| Transform Wealth, LLC | 3,690 | $1.84M | 0.10% | +110+3.1% | Added |
| Stevens Capital Management LP | 3,687 | $1.84M | 0.74% | −1,222−24.9% | Reduced |
| Smartleaf Asset Management LLC | 3,670 | $1.83M | 0.19% | +541+17.3% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 3,665 | $1.83M | 0.10% | +2,202+150.5% | Added |
| Meyer Handelman Co | 3,630 | $1.81M | 0.06% | −855−19.1% | Reduced |
| BTG Pactual Asset Management US LLC | 3,499 | $1.81M | 0.23% | +537+18.1% | Added |
| WBI Investments | 3,623 | $1.80M | 0.45% | +1,001+38.2% | Added |
| M&G Plc | 3,610 | $1.80M | 0.01% | −48−1.3% | Reduced |
| Principal Securities, Inc. | 3,607 | $1.80M | 0.04% | +969+36.7% | Added |
| Evercore Wealth Management, LLC | 3,604 | $1.79M | 0.03% | −176−4.7% | Reduced |
| Dorsey & Whitney Trust CO LLC | 3,591 | $1.79M | 0.10% | +411+12.9% | Added |
| Mount Yale Investment Advisors, LLC | 3,538 | $1.76M | 0.14% | −206−5.5% | Reduced |
| Tealwood Asset Management Inc | 3,529 | $1.76M | 0.73% | −24−0.7% | Reduced |
| Broadwater Capital Management LLC | 3,520 | $1.75M | 1.34% | 00.0% | Unchanged |
| Platform Technology Partners | 3,509 | $1.75M | 0.53% | +61+1.8% | Added |
| GAMMA Investing LLC | 3,502 | $1.74M | 0.15% | +469+15.5% | Added |
| Barden Capital Management, Inc. | 3,498 | $1.74M | 1.49% | +431+14.1% | Added |
| National Asset Management, Inc. | 3,493 | $1.74M | 0.06% | −343−8.9% | Reduced |
| Proequities, Inc. | 3,361 | $1.72M | 0.10% | +80+2.4% | Added |
| Davis R M Inc | 3,430 | $1.71M | 0.03% | +4+0.1% | Added |
| Reynders McVeigh Capital Management, LLC | 3,415 | $1.70M | 0.09% | −15−0.4% | Reduced |
| Fort Point Capital Partners LLC | 3,379 | $1.68M | 0.19% | +125+3.8% | Added |
| Nichols & Pratt Advisers LLP | 3,378 | $1.68M | 0.11% | 00.0% | Unchanged |
| Channing Global Advisors, LLC | 3,369 | $1.68M | 1.12% | +1,021+43.5% | Added |
| Quadrant Capital Group LLC | 3,342 | $1.66M | 0.11% | −45−1.3% | Reduced |
| Ewing Morris & Co. Investment Partners Ltd. | 3,325 | $1.66M | 0.57% | +3,325 | New |
| Wealth Alliance | 3,317 | $1.65M | 0.20% | −16−0.5% | Reduced |
| SBI Securities Co., Ltd. | 3,304 | $1.65M | 0.05% | +3,304 | New |
| Lazard Freres Gestion S.A.S. | 3,305 | $1.65M | 0.03% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 3,270 | $1.63M | 0.05% | −29−0.9% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,270 | $1.63M | 0.04% | +135+4.3% | Added |
| BKM Wealth Management, LLC | 3,264 | $1.63M | 0.67% | +212+6.9% | Added |
| Souders Financial Advisors | 3,253 | $1.62M | 0.23% | −436−11.8% | Reduced |
| Harbert Fund Advisors, Inc. | 3,250 | $1.62M | 1.41% | +1,250+62.5% | Added |
| Chilton Investment Co LLC | 3,247 | $1.62M | 0.04% | −493−13.2% | Reduced |
| Cary Street Partners Financial LLC | 3,243 | $1.61M | 0.05% | +3,243 | New |
| SageView Advisory Group, LLC | 3,225 | $1.61M | 0.07% | +134+4.3% | Added |
| Aaron Wealth Advisors | 3,221 | $1.60M | 0.19% | +43+1.4% | Added |
| Axxcess Wealth Management, LLC | 3,212 | $1.60M | 0.04% | +908+39.4% | Added |
| Cigna Investments Inc | 3,207 | $1.60M | 0.28% | −38−1.2% | Reduced |
| United Asset Strategies, Inc. | 3,202 | $1.59M | 0.15% | +153+5.0% | Added |
| LVW Advisors, LLC | 3,187 | $1.59M | 0.19% | +43+1.4% | Added |
| Algert Global LLC | 3,180 | $1.58M | 0.04% | +3,180 | New |
| Brighton Jones LLC | 3,176 | $1.58M | 0.05% | +143+4.7% | Added |
| Old National Bancorp | 3,172 | $1.58M | 0.04% | −100−3.1% | Reduced |
| Procyon Private Wealth Partners, LLC | 3,166 | $1.58M | 0.10% | +241+8.2% | Added |
| Boston Trust Walden Corp | 3,159 | $1.57M | 0.01% | −430−12.0% | Reduced |
| Citrine Capital LLC | 3,151 | $1.57M | 1.16% | +3,151 | New |
| Cornercap Investment Counsel Inc | 3,137 | $1.56M | 0.50% | −119−3.7% | Reduced |
| Thomasville National Bank | 3,121 | $1.55M | 0.11% | +14+0.5% | Added |
| Csenge Advisory Group | 3,090 | $1.54M | 0.08% | −38−1.2% | Reduced |
| AIMZ Investment Advisors, LLC | 3,081 | $1.53M | 0.53% | −41−1.3% | Reduced |
| Canandaigua National Bank & Trust Co | 3,064 | $1.53M | 0.15% | 00.0% | Unchanged |
| RMR Wealth Builders | 3,060 | $1.52M | 0.16% | +189+6.6% | Added |
| BancorpSouth Bank | 3,053 | $1.52M | 0.10% | −51−1.6% | Reduced |
| Ellevest, Inc. | 3,045 | $1.52M | 0.09% | −26−0.8% | Reduced |
| Checchi Capital Advisers, LLC | 3,038 | $1.51M | 0.11% | −151−4.7% | Reduced |
| WoodTrust Financial Corp | 3,034 | $1.51M | 0.21% | +6+0.2% | Added |
| Quintet Private Bank (Europe) S.A. | 3,023 | $1.51M | 0.08% | +195+6.9% | Added |
| Strategic Wealth Partners, Ltd. | 2,754 | $1.49M | 0.12% | +145+5.6% | Added |
| Voya Financial Advisors, Inc. | 2,993 | $1.49M | 0.16% | −149−4.7% | Reduced |
| River Wealth Advisors LLC | 2,991 | $1.49M | 0.20% | −73−2.4% | Reduced |
| Forum Financial Management, LP | 2,984 | $1.49M | 0.02% | +479+19.1% | Added |
| First Hawaiian Bank | 2,983 | $1.49M | 0.05% | −498−14.3% | Reduced |
| Nicholson Wealth Management Group, LLC | 2,948 | $1.47M | 0.98% | +1,521+106.6% | Added |
| Geneva Capital Management LLC | 2,935 | $1.46M | 0.03% | −208−6.6% | Reduced |
| Thrive Wealth Management, LLC | 2,934 | $1.46M | 0.26% | −58−1.9% | Reduced |
| GM Advisory Group, Inc. | 2,923 | $1.46M | 0.08% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 2,867 | $1.43M | 0.11% | 00.0% | Unchanged |
| Commerzbank Aktiengesellschaft | 2,859 | $1.42M | 0.03% | +356+14.2% | Added |
| Alpine Woods Capital Investors, LLC | 2,847 | $1.42M | 0.27% | 00.0% | Unchanged |
| Trust Co of Oklahoma | 2,844 | $1.42M | 0.45% | +114+4.2% | Added |
| Foster Dykema Cabot & Partners, LLC | 2,839 | $1.41M | 0.11% | +1,034+57.3% | Added |
| Evergreen Capital Management LLC | 2,816 | $1.40M | 0.05% | −12−0.4% | Reduced |
| Equitable Holdings, Inc. | 2,787 | $1.39M | 0.01% | +479+20.8% | Added |
| Citizens Financial Group Inc | 2,785 | $1.39M | 0.03% | −1,138−29.0% | Reduced |
| LGT Group Foundation | 2,773 | $1.38M | 0.02% | −10−0.4% | Reduced |
| Freestone Grove Partners LP | 2,768 | $1.38M | 0.02% | +2,768 | New |
| Keebeck Wealth Management, LLC | 2,764 | $1.38M | 0.20% | −6−0.2% | Reduced |