Skip to main content

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
2,045
+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
723 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.

Institutional holdersQ4 2024: 2,046 institutions
Q1 2021: 1,300 institutionsQ2 2021: 1,358 institutionsQ3 2021: 1,417 institutionsQ4 2021: 1,541 institutionsQ1 2022: 1,650 institutionsQ2 2022: 1,559 institutionsQ3 2022: 1,501 institutionsQ4 2022: 1,571 institutionsQ1 2023: 1,598 institutionsQ2 2023: 1,622 institutionsQ3 2023: 1,625 institutionsQ4 2023: 1,774 institutionsQ1 2024: 1,836 institutionsQ2 2024: 1,843 institutionsQ3 2024: 1,937 institutionsQ4 2024: 2,046 institutionsQ1 2025: 2,082 institutionsQ2 2025: 2,068 institutionsQ3 2025: 2,059 institutionsQ4 2025: 2,204 institutionsQ1 2026: 2,127 institutionsQ2 2026: 2,076 institutions
Value heldQ4 2024: $134.2B
Q1 2021: $76.2BQ2 2021: $92.0BQ3 2021: $95.7BQ4 2021: $107.5BQ1 2022: $127.4BQ2 2022: $99.6BQ3 2022: $87.7BQ4 2022: $93.8BQ1 2023: $95.3BQ2 2023: $111.1BQ3 2023: $100.4BQ4 2023: $121.3BQ1 2024: $115.2BQ2 2024: $121.4BQ3 2024: $140.2BQ4 2024: $134.2BQ1 2025: $135.4BQ2 2025: $140.5BQ3 2025: $126.8BQ4 2025: $137.4BQ1 2026: $108.7BQ2 2026: $105.7B
Institutions holding SPGI and their total value by quarter
QuarterHoldersValue
Q2 20262,076$105.7B
Q1 20262,127$108.7B
Q4 20252,204$137.4B
Q3 20252,059$126.8B
Q2 20252,068$140.5B
Q1 20252,082$135.4B
Q4 20242,046$134.2B
Q3 20241,937$140.2B
Q2 20241,843$121.4B
Q1 20241,836$115.2B
Q4 20231,774$121.3B
Q3 20231,625$100.4B
Q2 20231,622$111.1B
Q1 20231,598$95.3B
Q4 20221,571$93.8B
Q3 20221,501$87.7B
Q2 20221,559$99.6B
Q1 20221,650$127.4B
Q4 20211,541$107.5B
Q3 20211,417$95.7B
Q2 20211,358$92.0B
Q1 20211,300$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.

Institutions holding SPGI in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Transatlantique Private Wealth LLC2,731$1.36M0.52%00.0%Unchanged
Redwood Investments, LLC2,721$1.36M0.36%+17+0.6%Added
Livforsakringsbolaget Skandia, Omsesidigt2,710$1.35M0.07%00.0%Unchanged
Syon Capital LLC2,705$1.35M0.12%+28+1.0%Added
Ingalls & Snyder LLC2,705$1.35M0.05%00.0%Unchanged
Intact Investment Management Inc.2,700$1.34M0.05%+440+19.5%Added
Conning Inc.2,682$1.34M0.05%+144+5.7%Added
Spirepoint Private Client, LLC2,674$1.33M0.17%+147+5.8%Added
Foundations Investment Advisors, LLC2,661$1.33M0.03%+433+19.4%Added
Strengthening Families & Communities, LLC2,637$1.31M0.75%00.0%Unchanged
Exchange Capital Management, Inc.2,638$1.31M0.21%−14−0.5%Reduced
Lebenthal Global Advisors, LLC2,635$1.31M0.24%+363+16.0%Added
Fidelis Capital Partners, LLC2,531$1.31M0.13%−37−1.4%Reduced
Rothschild Investment LLC2,625$1.31M0.09%00.0%Unchanged
American Trust2,612$1.30M0.10%+94+3.7%Added
Bowman & Co S.C.2,600$1.30M0.67%+302+13.1%Added
T. Rowe Price Investment Management, Inc.2,598$1.29M0.00%−6,685−72.0%Reduced
DRW Securities, LLC2,580$1.28M0.09%+1,594+161.7%Added
Flputnam Investment Management Co2,577$1.28M0.02%+34+1.3%Added
Marshall Financial Group LLC2,573$1.28M0.31%+10+0.4%Added
Skopos Labs, Inc.2,557$1.27M0.38%+75+3.0%Added
Lokken Investment Group LLC2,546$1.27M0.55%−37−1.4%Reduced
Campbell & CO Investment Adviser LLC2,539$1.26M0.10%+2,539New
AdvisorNet Financial, Inc2,533$1.26M0.11%−562−18.2%Reduced
Leo Wealth, LLC2,531$1.26M0.11%+1,555+159.3%Added
Aster Capital Management (DIFC) Ltd2,527$1.26M0.48%+956+60.9%Added
Burling Wealth Partners, LLC2,518$1.25M0.26%+2,518New
Tyche Wealth Partners LLC2,498$1.24M0.26%+1,890+310.9%Added
Kerrisdale Advisers, LLC2,475$1.23M0.42%+315+14.6%Added
Congress Asset Management Co2,474$1.23M0.01%−1,401−36.2%Reduced
Beverly Hills Private Wealth, LLC2,474$1.23M0.25%−81−3.2%Reduced
StoneX Group Inc.2,471$1.23M0.07%+1,611+187.3%Added
Steel Peak Wealth Management LLC2,457$1.22M0.05%+2,457New
Clarius Group, LLC2,440$1.22M0.08%−58−2.3%Reduced
Center for Financial Planning, Inc.2,438$1.21M0.16%+330+15.7%Added
Gilliland Jeter Wealth Management LLC2,426$1.21M0.41%−32−1.3%Reduced
Venturi Wealth Management, LLC2,422$1.21M0.06%−109−4.3%Reduced
Barlow Wealth Partners, Inc.2,427$1.21M0.15%−1,076−30.7%Reduced
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group2,418$1.20M0.70%−329−12.0%Reduced
Westmount Partners, LLC2,402$1.20M0.36%+25+1.1%Added
Baker Avenue Asset Management, LP2,402$1.20M0.04%+87+3.8%Added
Strategic Global Advisors, LLC2,396$1.19M0.22%+2,396New
Central Pacific Bank - Trust Division2,391$1.19M0.16%−268−10.1%Reduced
Daymark Wealth Partners, LLC2,381$1.19M0.05%−69−2.8%Reduced
Palumbo Wealth Management LLC2,379$1.18M0.44%+4+0.2%Added
City Holding Co2,375$1.18M0.17%+27+1.1%Added
New Age Alpha Advisors, LLC2,366$1.18M0.05%+2,310+4,125.0%Added
Virtus ETF Advisers LLC2,362$1.18M0.48%+554+30.6%Added
Tranquility Partners, LLC2,355$1.17M0.44%−40−1.7%Reduced
Capstone Investment Advisors, LLC2,354$1.17M0.01%+1,213+106.3%Added
Threadgill Financial, LLC2,342$1.17M0.62%+670+40.1%Added
Bell Bank2,340$1.17M0.09%−36−1.5%Reduced
Lincoln Capital LLC2,337$1.16M0.24%−10−0.4%Reduced
Wedbush Securities Inc2,328$1.16M0.04%−50−2.1%Reduced
First National Corp2,324$1.16M0.26%−20−0.9%Reduced
Moors & Cabot, Inc.2,322$1.16M0.05%+5+0.2%Added
Golden State Equity Partners2,315$1.15M0.22%+557+31.7%Added
GSG Advisors LLC2,309$1.15M0.36%+7+0.3%Added
Colonial Trust Co2,308$1.15M0.17%+229+11.0%Added
Avestar Capital, LLC2,306$1.15M0.10%+362+18.6%Added
Shepherd Financial Partners LLC2,304$1.15M0.14%+37+1.6%Added
Ambassador Advisors, LLC2,304$1.15M0.20%−16−0.7%Reduced
Ramirez Asset Management, Inc.2,297$1.14M0.23%00.0%Unchanged
Accretive Wealth Partners, LLC2,286$1.14M0.48%−22−1.0%Reduced
Pinnacle Wealth Planning Services, Inc.2,272$1.13M0.17%−615−21.3%Reduced
Penserra Capital Management LLC2,271$1.13M0.02%−969−29.9%Reduced
CVFG LLC2,266$1.13M1.03%+2,266New
Carret Asset Management, LLC2,263$1.13M0.12%+273+13.7%Added
We Are One Seven, LLC2,262$1.13M0.04%+558+32.7%Added
Balyasny Asset Management LLC2,250$1.12M0.00%−34,030−93.8%Reduced
Motiv8 Investments LLC2,246$1.12M0.78%+606+37.0%Added
Icon Wealth Advisors, LLC2,241$1.12M0.09%−1,243−35.7%Reduced
Howe & Rusling Inc2,223$1.11M0.10%−5−0.2%Reduced
Davidson Trust Co2,221$1.11M0.57%+132+6.3%Added
SlateStone Wealth, LLC2,219$1.10M0.11%+65+3.0%Added
IronOak Wealth LLC.2,192$1.09M1.22%+2,192New
Kirtland Hills Capital Management, LLC2,179$1.09M0.69%+62+2.9%Added
AlTi Global, Inc.2,160$1.08M0.03%−225−9.4%Reduced
Lindbrook Capital, LLC2,175$1.08M0.10%−3−0.1%Reduced
Banco BTG Pactual S.A.2,186$1.08M0.25%+1,406+180.3%Added
Monterey Private Wealth, Inc.2,167$1.08M0.36%−2−0.1%Reduced
MEMBERS Trust Co2,166$1.08M0.04%−2−0.1%Reduced
Foster Group, Inc.2,134$1.06M0.04%−29−1.3%Reduced
Values First Advisors, Inc.2,122$1.06M0.58%+1,465+223.0%Added
Sentry Investment Management LLC2,119$1.05M0.50%−345−14.0%Reduced
Pflug Koory, LLC2,118$1.05M0.53%00.0%Unchanged
Kingswood Wealth Advisors, LLC2,102$1.05M0.08%+1,193+131.2%Added
Arkadios Wealth Advisors2,099$1.05M0.06%+4+0.2%Added
IHT Wealth Management, LLC2,097$1.04M0.03%−451−17.7%Reduced
Ronald Blue Trust, Inc.2,091$1.04M0.01%−1,806−46.3%Reduced
Everhart Financial Group, Inc.2,088$1.04M0.21%−84−3.9%Reduced
Main Street Financial Solutions, LLC2,077$1.03M0.10%−294−12.4%Reduced
Rehmann Capital Advisory Group2,076$1.03M0.07%−20−1.0%Reduced
McDonald Partners LLC2,070$1.03M0.26%+52+2.6%Added
Schmidt P J Investment Management Inc2,070$1.03M0.18%−50−2.4%Reduced
Stonebrook Private Inc.2,069$1.03M0.27%+117+6.0%Added
Graypoint LLC2,064$1.03M0.06%−46−2.2%Reduced
Harbor Investment Advisory, LLC2,062$1.03M0.10%+858+71.3%Added
Global Endowment Management, LP2,054$1.02M0.13%+2,054New
Baron Wealth Management LLC2,043$1.02M0.48%+55+2.8%Added