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 | 2,126 | $108.7B |
| Q4 2025 | 2,203 | $137.4B |
| Q3 2025 | 2,058 | $126.8B |
| Q2 2025 | 2,067 | $140.5B |
| Q1 2025 | 2,081 | $135.4B |
| Q4 2024 | 2,045 | $134.2B |
| Q3 2024 | 1,936 | $140.2B |
| Q2 2024 | 1,842 | $121.4B |
| Q1 2024 | 1,835 | $115.2B |
| Q4 2023 | 1,773 | $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 |
|---|---|---|---|---|---|
| Moseley Investment Management Inc | 1,572 | $782.7K | 0.31% | 00.0% | Unchanged |
| Hancock Whitney Corp | 1,559 | $776.4K | 0.02% | +28+1.8% | Added |
| Sepio Capital, LP | 1,554 | $773.8K | 0.06% | −65−4.0% | Reduced |
| Ironwood Investment Counsel, LLC | 1,552 | $773.1K | 0.13% | −4−0.3% | Reduced |
| FineMark National Bank & Trust | 1,548 | $771.0K | 0.03% | −109−6.6% | Reduced |
| Hoxton Planning & Management, LLC | 1,546 | $770.0K | 0.29% | +4+0.3% | Added |
| Spinnaker Trust | 1,537 | $765.5K | 0.05% | −6−0.4% | Reduced |
| Catalina Capital Group, LLC | 1,529 | $761.5K | 0.25% | +34+2.3% | Added |
| Oak Harbor Wealth Partners, LLC | 1,525 | $759.5K | 0.22% | −4−0.3% | Reduced |
| My Legacy Advisors, LLC | 1,529 | $759.2K | 0.29% | +26+1.7% | Added |
| Prossimo Advisors, LLC | 1,525 | $759.0K | 0.55% | −9−0.6% | Reduced |
| Keel Point, LLC | 1,514 | $753.9K | 0.06% | +143+10.4% | Added |
| Mutual Advisors, LLC | 1,490 | $752.7K | 0.02% | −115−7.2% | Reduced |
| Stamos Capital Partners, L.P. | 1,510 | $752.0K | 0.18% | +1,010+202.0% | Added |
| AssuredPartners Investment Advisors, LLC | 1,509 | $751.8K | 0.15% | +1,509 | New |
| Banque Transatlantique SA | 1,502 | $747.8K | 0.02% | +1,502 | New |
| Sageworth Trust Co | 1,500 | $747.0K | 0.05% | −1,102−42.4% | Reduced |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 1,500 | $747.0K | 0.30% | 00.0% | Unchanged |
| Fortis Capital Management LLC | 1,499 | $746.7K | 0.14% | −748−33.3% | Reduced |
| Fukoku Mutual Life Insurance Co | 1,497 | $745.6K | 0.05% | 00.0% | Unchanged |
| Nova R Wealth, Inc. | 1,492 | $742.9K | 0.37% | 00.0% | Unchanged |
| HWG Holdings LP | 1,482 | $738.1K | 0.24% | −14−0.9% | Reduced |
| Change Path, LLC | 1,476 | $735.2K | 0.02% | +66+4.7% | Added |
| Conestoga Capital Advisors, LLC | 1,476 | $735.1K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 1,479 | $734.0K | 0.04% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 1,472 | $733.1K | 0.02% | +19+1.3% | Added |
| Stonegate Investment Group, LLC | 1,471 | $732.8K | 0.02% | −57−3.7% | Reduced |
| Trust Point Inc. | 1,466 | $730.1K | 0.05% | +62+4.4% | Added |
| Evelyn Partners Asset Management Ltd | 1,465 | $729.6K | 0.20% | +1,465 | New |
| Alpha Cubed Investments, LLC | 1,464 | $729.2K | 0.03% | −8−0.5% | Reduced |
| Crestmont Private Wealth LLC | 1,461 | $727.6K | 0.33% | −98−6.3% | Reduced |
| Coastal Investment Advisors, Inc. | 1,452 | $725.6K | 0.30% | −350−19.4% | Reduced |
| CoreFirst Bank & Trust | 1,455 | $724.6K | 0.43% | −35−2.3% | Reduced |
| New Hampshire Trust | 1,448 | $721.1K | 0.15% | −1−0.1% | Reduced |
| One Wealth Advisors, LLC | 1,441 | $717.7K | 0.11% | 00.0% | Unchanged |
| First Affirmative Financial Network | 1,441 | $717.6K | 0.41% | −38−2.6% | Reduced |
| Smart Money Group LLC | 1,434 | $714.1K | 0.25% | +74+5.4% | Added |
| Quotient Wealth Partners, LLC | 1,430 | $712.2K | 0.02% | +23+1.6% | Added |
| Chicago Partners Investment Group LLC | 1,435 | $711.7K | 0.02% | +90+6.7% | Added |
| Rossby Financial, LCC | 1,428 | $711.2K | 0.45% | +1,428 | New |
| Sigma Planning Corp | 1,428 | $711.2K | 0.02% | +160+12.6% | Added |
| Navellier & Associates Inc | 1,426 | $710.2K | 0.09% | 00.0% | Unchanged |
| ICONIQ Capital, LLC | 1,425 | $709.7K | 0.01% | +609+74.6% | Added |
| Cynosure Management, LLC | 1,421 | $707.7K | 0.11% | −177−11.1% | Reduced |
| BSW Wealth Partners | 1,420 | $707.4K | 0.10% | +88+6.6% | Added |
| Global Retirement Partners, LLC | 1,413 | $703.6K | 0.02% | +189+15.4% | Added |
| J. W. Coons Advisors, LLC | 1,412 | $703.2K | 0.18% | 00.0% | Unchanged |
| Ninepoint Partners LP | 1,406 | $700.2K | 0.11% | 00.0% | Unchanged |
| Everett Harris & Co | 1,397 | $695.7K | 0.01% | +52+3.9% | Added |
| RiverPark Advisors, LLC | 1,395 | $694.8K | 0.56% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 1,395 | $694.8K | 0.03% | −21−1.5% | Reduced |
| Beacon Bridge Wealth Partners, LLC | 1,393 | $693.6K | 0.29% | +251+22.0% | Added |
| Whalen Wealth Management Inc. | 1,390 | $692.4K | 0.48% | +1,390 | New |
| Richard W. Paul & Associates, LLC | 1,380 | $687.5K | 0.25% | +35+2.6% | Added |
| Naples Global Advisors, LLC | 1,374 | $684.3K | 0.06% | 00.0% | Unchanged |
| Caldwell Trust Co | 1,370 | $682.3K | 0.07% | +86+6.7% | Added |
| Verdence Capital Advisors LLC | 1,370 | $682.3K | 0.05% | −39−2.8% | Reduced |
| Buttonwood Financial Advisors Inc. | 1,368 | $681.2K | 0.30% | −21−1.5% | Reduced |
| Woodstock Corp | 1,350 | $672.3K | 0.06% | −80−5.6% | Reduced |
| Townsend Asset Management Corp | 1,349 | $672.1K | 0.25% | 00.0% | Unchanged |
| Kendall Capital Management | 1,344 | $669.4K | 0.20% | −56−4.0% | Reduced |
| Camden Capital, LLC | 1,344 | $669.2K | 0.07% | +107+8.6% | Added |
| Park Place Capital Corp | 1,327 | $660.9K | 0.19% | −35−2.6% | Reduced |
| Ameliora Wealth Management Ltd. | 1,326 | $660.4K | 0.25% | 00.0% | Unchanged |
| Sovereign Investment Advisors, LLC | 1,325 | $659.9K | 0.20% | +1,325 | New |
| PAX Financial Group, LLC | 1,322 | $658.4K | 0.12% | −88−6.2% | Reduced |
| Legacy Financial Advisors, Inc. | 1,314 | $654.6K | 0.11% | +79+6.4% | Added |
| Orrstown Financial Services Inc | 1,309 | $651.9K | 0.17% | 00.0% | Unchanged |
| Mesirow Financial Investment Management, Inc. | 1,307 | $651.2K | 0.01% | −44−3.3% | Reduced |
| Mayflower Financial Advisors, LLC | 1,304 | $649.6K | 0.10% | +329+33.7% | Added |
| SFM, LLC | 1,301 | $647.8K | 0.46% | +26+2.0% | Added |
| Royal Capital Wealth Management, LLC | 1,300 | $647.4K | 0.45% | 00.0% | Unchanged |
| Michael B. Yongue | 1,299 | $646.9K | 0.51% | −30−2.3% | Reduced |
| Journey Strategic Wealth LLC | 1,294 | $644.6K | 0.02% | −19−1.4% | Reduced |
| Prosperity Financial Group, Inc. | 1,289 | $642.0K | 0.32% | +241+23.0% | Added |
| Asahi Life Asset Management Co., Ltd. | 1,288 | $641.5K | 0.39% | +595+85.9% | Added |
| Headlands Technologies LLC | 1,279 | $637.0K | 0.06% | −3,420−72.8% | Reduced |
| Mattern Wealth Management LLC | 1,274 | $634.4K | 0.14% | −148−10.4% | Reduced |
| Catalyst Financial Partners LLC | 1,273 | $634.0K | 0.12% | +50+4.1% | Added |
| Signet Investment Advisory Group, Inc. | 1,271 | $633.0K | 0.32% | 00.0% | Unchanged |
| Nicholas Hoffman & Company, LLC. | 1,271 | $633.0K | 0.03% | −13−1.0% | Reduced |
| Balboa Wealth Partners | 1,269 | $631.9K | 0.14% | −187−12.8% | Reduced |
| TCG Advisory Services, LLC | 1,266 | $630.5K | 0.03% | +162+14.7% | Added |
| Circle Wealth Management, LLC | 1,260 | $627.5K | 0.01% | +17+1.4% | Added |
| Miller Financial Services LLC | 1,260 | $627.5K | 0.53% | +1,260 | New |
| Wesbanco Bank Inc | 1,258 | $626.5K | 0.02% | +3+0.2% | Added |
| Aprio Wealth Management, LLC | 1,257 | $625.8K | 0.09% | +204+19.4% | Added |
| Heritage Trust Co | 1,252 | $623.5K | 0.07% | +1,252 | New |
| Stock Yards Bank & Trust Co | 1,251 | $623.0K | 0.02% | −7,936−86.4% | Reduced |
| 111 Capital | 1,244 | $619.5K | 0.13% | +1,244 | New |
| Proficio Capital Partners LLC | 1,244 | $619.5K | 0.05% | +373+42.8% | Added |
| Gsa Capital Partners LLP | 1,243 | $619.0K | 0.05% | −817−39.7% | Reduced |
| Smith Shellnut Wilson LLC | 1,241 | $618.1K | 0.27% | +136+12.3% | Added |
| Country Club Bank | 1,238 | $616.5K | 0.04% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 1,237 | $616.1K | 0.04% | 00.0% | Unchanged |
| Wambolt & Associates, LLC | 1,236 | $615.6K | 0.20% | 00.0% | Unchanged |
| Joule Financial, LLC | 1,233 | $614.1K | 0.22% | +7+0.6% | Added |
| Kathmere Capital Management, LLC | 1,233 | $614.1K | 0.06% | +91+8.0% | Added |
| L2 Asset Management, LLC | 1,231 | $613.1K | 0.13% | −39−3.1% | Reduced |
| Heritage Wealth Management, Inc./Texas | 1,214 | $604.6K | 0.36% | −50−4.0% | Reduced |