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.
| 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 |
|---|---|---|---|---|---|
| Gladstone Institutional Advisory LLC | 2,040 | $1.02M | 0.05% | +450+28.3% | Added |
| Simon Quick Advisors, LLC | 2,036 | $1.01M | 0.06% | +129+6.8% | Added |
| Confluence Wealth Services, Inc. | 1,975 | $1.01M | 0.07% | −11−0.6% | Reduced |
| Howard Capital Management Inc. | 2,027 | $1.01M | 0.02% | +99+5.1% | Added |
| Lee Financial Co | 2,024 | $1.01M | 0.14% | −31−1.5% | Reduced |
| Beaumont Financial Advisors, LLC | 2,022 | $1.01M | 0.08% | +2+0.1% | Added |
| CWA Asset Management Group, LLC | 2,015 | $1.00M | 0.05% | −173−7.9% | Reduced |
| Thoroughbred Financial Services, LLC | 2,005 | $998.0K | 0.06% | −39−1.9% | Reduced |
| Allworth Financial LP | 1,951 | $996.7K | 0.01% | +446+29.6% | Added |
| NorthCrest Asset Manangement, LLC | 1,995 | $993.7K | 0.03% | −33−1.6% | Reduced |
| W.H. Cornerstone Investments Inc. | 1,987 | $989.4K | 0.66% | −910−31.4% | Reduced |
| Waldron Private Wealth LLC | 1,978 | $985.1K | 0.04% | +87+4.6% | Added |
| Triglav Skladi, D.O.O. | 1,970 | $981.1K | 0.08% | +1,970 | New |
| Skylands Capital, LLC | 1,965 | $978.6K | 0.14% | −150−7.1% | Reduced |
| Outlook Wealth Advisors, LLC | 1,955 | $973.4K | 0.28% | 00.0% | Unchanged |
| Dimension Capital Management LLC | 1,950 | $971.0K | 0.16% | +7+0.4% | Added |
| Finivi Inc. | 1,948 | $970.0K | 0.78% | +564+40.8% | Added |
| Prudent Man Advisors, LLC | 1,945 | $968.7K | 0.35% | +13+0.7% | Added |
| Nippon Life Global Investors Americas, Inc. | 1,940 | $966.2K | 0.04% | −12,200−86.3% | Reduced |
| Magnolia Capital Advisors LLC | 1,938 | $964.9K | 0.25% | +446+29.9% | Added |
| Greenwood Capital Associates LLC | 1,911 | $951.7K | 0.12% | −21,600−91.9% | Reduced |
| Tema ETFs LLC | 1,907 | $949.7K | 0.39% | +1,907 | New |
| Kestra Investment Management, LLC | 1,900 | $946.5K | 0.04% | −652−25.5% | Reduced |
| Marcum Wealth, LLC | 1,900 | $946.3K | 0.08% | +14+0.7% | Added |
| Seeds Investor LLC | 1,896 | $944.3K | 0.27% | +121+6.8% | Added |
| Washington Trust Bank | 1,881 | $936.8K | 0.09% | +1,426+313.4% | Added |
| Roberts Capital Advisors, LLC | 1,874 | $933.3K | 0.78% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 1,872 | $932.4K | 0.25% | −1−0.1% | Reduced |
| Forte Capital LLC | 1,872 | $932.1K | 0.10% | −77−4.0% | Reduced |
| Fullcircle Wealth LLC | 1,717 | $931.2K | 0.38% | −72−4.0% | Reduced |
| Cary Street Partner Investment Advisory LLC | 1,865 | $928.9K | 0.61% | −2,985−61.5% | Reduced |
| Burney Co | 1,864 | $928.4K | 0.03% | +474+34.1% | Added |
| Geneos Wealth Management Inc. | 1,853 | $922.6K | 0.03% | +3+0.2% | Added |
| Premier Path Wealth Partners, LLC | 1,850 | $921.3K | 0.14% | +4+0.2% | Added |
| Founders Financial Securities LLC | 1,840 | $916.4K | 0.08% | +88+5.0% | Added |
| EPG Wealth Management LLC | 1,834 | $913.6K | 0.24% | +1,834 | New |
| Meridian Wealth Partners, LLC | 1,833 | $913.1K | 0.14% | +4+0.2% | Added |
| Guardian Wealth Advisors, LLC | 1,829 | $911.1K | 0.58% | −54−2.9% | Reduced |
| E Fund Management Co., Ltd. | 1,821 | $906.9K | 0.05% | −170−8.5% | Reduced |
| Radnor Capital Management, LLC | 1,818 | $905.0K | 0.15% | 00.0% | Unchanged |
| Trillium Asset Management, LLC | 1,811 | $902.0K | 0.02% | +5+0.3% | Added |
| Charter Trust Co | 1,811 | $901.9K | 0.06% | −500−21.6% | Reduced |
| Sound Financial Strategies Group, LLC | 1,808 | $900.4K | 0.75% | +201+12.5% | Added |
| CX Institutional | 1,807 | $900.0K | 0.04% | −19−1.0% | Reduced |
| Financial Advocates Investment Management | 1,804 | $898.4K | 0.05% | −44−2.4% | Reduced |
| Leavell Investment Management, Inc. | 1,799 | $896.0K | 0.04% | −29−1.6% | Reduced |
| Forefront Wealth Partners, LLC | 1,783 | $888.0K | 0.66% | +1,783 | New |
| Tritonpoint Wealth, LLC | 1,782 | $887.7K | 0.08% | +51+2.9% | Added |
| Sage Mountain Advisors LLC | 1,781 | $887.2K | 0.06% | +236+15.3% | Added |
| Opal Wealth Advisors, LLC | 1,781 | $887.0K | 0.27% | +30+1.7% | Added |
| Sirios Capital Management L P | 1,779 | $886.0K | 0.16% | −842−32.1% | Reduced |
| Jericho Financial, LLP | 1,772 | $882.6K | 0.64% | +1,772 | New |
| Ironwood Investment Management LLC | 1,770 | $881.5K | 0.44% | +15+0.9% | Added |
| ERn Financial, LLC | 1,766 | $879.3K | 0.13% | +62+3.6% | Added |
| Gryphon Financial Partners LLC | 1,764 | $878.4K | 0.13% | −640−26.6% | Reduced |
| GTS Securities LLC | 1,758 | $875.5K | 0.04% | −3,351−65.6% | Reduced |
| Chicago Trust Co NA | 1,758 | $875.5K | 0.15% | −20−1.1% | Reduced |
| Douglas Lane & Associates, LLC | 1,755 | $874.0K | 0.01% | 00.0% | Unchanged |
| Mendel Capital Management LLC | 1,748 | $870.5K | 0.53% | +9+0.5% | Added |
| Vestmark Advisory Solutions, Inc. | 1,742 | $867.6K | 0.03% | +144+9.0% | Added |
| TrinityPoint Wealth, LLC | 1,737 | $864.9K | 0.12% | +18+1.0% | Added |
| Bourgeon Capital Management LLC | 1,734 | $863.6K | 0.16% | +1,734 | New |
| Allred Capital Management, LLC | 1,730 | $861.6K | 0.33% | +316+22.3% | Added |
| Edgestream Partners, L.P. | 1,729 | $861.1K | 0.04% | +1,177+213.2% | Added |
| Griffin Asset Management, Inc. | 1,725 | $859.1K | 0.10% | −50−2.8% | Reduced |
| Newbridge Financial Services Group, Inc. | 1,721 | $857.1K | 0.22% | +10+0.6% | Added |
| Waters Parkerson & Co., LLC | 1,709 | $851.1K | 0.04% | +9+0.5% | Added |
| Sunflower Bank, N.A. | 1,708 | $850.6K | 0.24% | +45+2.7% | Added |
| Aventura Private Wealth, LLC | 1,702 | $847.7K | 0.46% | +1,702 | New |
| Israel Discount Bank of New York | 1,700 | $846.7K | 0.62% | 00.0% | Unchanged |
| Legacy Capital Wealth Partners, LLC | 1,700 | $846.4K | 0.21% | −1,875−52.4% | Reduced |
| WSFS Capital Management, LLC | 1,697 | $845.2K | 0.05% | +186+12.3% | Added |
| PDS Planning, Inc | 1,696 | $844.7K | 0.08% | +15+0.9% | Added |
| Optas, LLC | 1,692 | $842.7K | 0.18% | +858+102.9% | Added |
| Geller Advisors LLC | 1,691 | $842.2K | 0.06% | +42+2.5% | Added |
| Claro Advisors LLC | 1,681 | $837.4K | 0.11% | −349−17.2% | Reduced |
| Arcadia Investment Management Corp | 1,680 | $836.7K | 0.13% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 1,679 | $836.2K | 0.09% | −159−8.7% | Reduced |
| Relyea Zuckerberg Hanson LLC | 1,670 | $831.8K | 0.11% | +76+4.8% | Added |
| Alteri Wealth LLC | 1,653 | $823.4K | 0.23% | +1,653 | New |
| MRP Capital Investments, LLC | 1,653 | $823.2K | 0.75% | −23−1.4% | Reduced |
| Boothbay Fund Management, LLC | 1,652 | $822.7K | 0.03% | −317−16.1% | Reduced |
| LeClair Wealth Partners LLC | 1,650 | $821.8K | 0.55% | +1,650 | New |
| Assetmark, Inc | 1,626 | $809.8K | 0.00% | +328+25.3% | Added |
| Jacobsen Capital Management | 1,624 | $808.8K | 0.34% | −27−1.6% | Reduced |
| Mangrove Partners | 1,622 | $807.8K | 0.10% | +1,622 | New |
| Fox Run Management, L.L.C. | 1,617 | $805.3K | 0.15% | +902+126.2% | Added |
| Atomi Financial Group, Inc. | 1,615 | $804.5K | 0.04% | +420+35.1% | Added |
| Williamson Legacy Group, LLC | 1,611 | $802.3K | 0.53% | −71−4.2% | Reduced |
| Covenant Partners, LLC | 1,610 | $801.8K | 0.25% | −69−4.1% | Reduced |
| TD Private Client Wealth LLC | 1,610 | $801.8K | 0.02% | −199−11.0% | Reduced |
| Tudor Investment Corp Et Al | 1,604 | $798.8K | 0.01% | −1,067−39.9% | Reduced |
| Howard Bailey Securities, LLC | 1,603 | $798.3K | 0.30% | −101−5.9% | Reduced |
| Beach Investment Counsel Inc | 1,600 | $797.0K | 0.11% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 1,600 | $796.9K | 0.22% | −38−2.3% | Reduced |
| Institute for Wealth Management, LLC. | 1,594 | $793.9K | 0.10% | −10−0.6% | Reduced |
| Advisors Capital Management, LLC | 1,593 | $793.5K | 0.01% | +105+7.1% | Added |
| Red Spruce Capital, LLC | 1,586 | $789.9K | 0.35% | −160−9.2% | Reduced |
| Continuum Advisory, LLC | 1,577 | $785.4K | 0.10% | +33+2.1% | Added |
| Formidable Asset Management, LLC | 1,576 | $784.7K | 0.13% | −91−5.5% | Reduced |