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 |
|---|---|---|---|---|---|
| Generali Investments, Management Co LLC | 1,212 | $603.6K | 0.16% | +1,212 | New |
| ICW Investment Advisors LLC | 1,209 | $602.2K | 0.25% | +75+6.6% | Added |
| Catalyst Funds Management Pty Ltd | 1,200 | $597.6K | 0.15% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 1,199 | $597.1K | 0.22% | +1,199 | New |
| Trueblood Wealth Management, LLC | 1,197 | $596.2K | 0.29% | +16+1.4% | Added |
| Ferguson Wellman Capital Management, Inc | 1,180 | $587.7K | 0.01% | −31−2.6% | Reduced |
| Moneta Group Investment Advisors LLC | 1,173 | $584.2K | 0.01% | −117−9.1% | Reduced |
| Paulson Wealth Management Inc. | 1,172 | $583.7K | 0.16% | +27+2.4% | Added |
| Little House Capital LLC | 1,171 | $583.2K | 0.17% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 1,162 | $578.7K | 0.34% | −67−5.5% | Reduced |
| Tilia Fiduciary Partners, Inc. | 1,156 | $575.9K | 0.39% | −17−1.4% | Reduced |
| United Community Bank | 1,156 | $575.7K | 0.22% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 1,152 | $573.9K | 0.01% | +187+19.4% | Added |
| Welch & Forbes LLC | 1,149 | $572.2K | 0.01% | +32+2.9% | Added |
| Twinbeech Capital LP | 1,141 | $568.3K | 0.01% | −50,510−97.8% | Reduced |
| Gen-Wealth Partners Inc | 1,138 | $566.9K | 0.24% | +38+3.5% | Added |
| Wallace Advisory Group, LLC | 1,095 | $565.7K | 0.39% | −44−3.9% | Reduced |
| EverSource Wealth Advisors, LLC | 1,129 | $562.0K | 0.03% | +481+74.2% | Added |
| Dividend Assets Capital, LLC | 1,118 | $556.8K | 0.11% | 00.0% | Unchanged |
| Summit Global Investments | 1,114 | $555.0K | 0.03% | +354+46.6% | Added |
| Heritage Family Offices, LLP | 1,112 | $553.9K | 0.28% | +63+6.0% | Added |
| SeaCrest Wealth Management, LLC | 1,109 | $552.3K | 0.06% | +69+6.6% | Added |
| Diversified Trust Co | 1,108 | $551.8K | 0.01% | −581−34.4% | Reduced |
| Callan Capital, LLC | 1,107 | $551.3K | 0.04% | −78−6.6% | Reduced |
| Capital A Wealth Management, LLC | 1,105 | $550.3K | 0.91% | +1,105 | New |
| Park Edge Advisors, LLC | 1,102 | $548.8K | 0.16% | +1,102 | New |
| Flow Traders U.S. LLC | 1,094 | $545.0K | 0.02% | +1,094 | New |
| McElhenny Sheffield Capital Management, LLC | 1,092 | $543.8K | 0.18% | +1,092 | New |
| CoreCap Advisors, LLC | 1,091 | $543.5K | 0.02% | +58+5.6% | Added |
| Shulman DeMeo Asset Management LLC | 1,089 | $542.5K | 0.15% | +1+0.1% | Added |
| Elgethun Capital Management | 1,083 | $539.5K | 0.13% | 00.0% | Unchanged |
| 1776 Wealth LLC | 1,082 | $538.9K | 0.25% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 1,082 | $538.9K | 0.17% | +4+0.4% | Added |
| Amica Retiree Medical Trust | 1,079 | $537.0K | 0.51% | −94−8.0% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 1,077 | $536.6K | 0.19% | +1,077 | New |
| Quent Capital, LLC | 1,072 | $533.9K | 0.06% | +8+0.8% | Added |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 1,071 | $533.4K | 0.00% | −33−3.0% | Reduced |
| Atlas Legacy Advisors, LLC | 1,068 | $531.9K | 0.13% | +1,068 | New |
| Cable Hill Partners, LLC | 1,067 | $531.4K | 0.05% | −38−3.4% | Reduced |
| Interchange Capital Partners, LLC | 1,066 | $531.1K | 0.19% | −14−1.3% | Reduced |
| Ameritas Advisory Services, LLC | 1,056 | $525.7K | 0.02% | +519+96.6% | Added |
| Global X Japan Co., Ltd. | 1,055 | $525.4K | 0.07% | +179+20.4% | Added |
| Accel Wealth Management | 1,050 | $522.9K | 0.20% | +1+0.1% | Added |
| Nilsine Partners, LLC | 1,041 | $518.4K | 0.06% | +48+4.8% | Added |
| Fulton Bank, N.A. | 1,040 | $518.0K | 0.02% | −91−8.0% | Reduced |
| Winthrop Capital Management, LLC | 1,039 | $517.0K | 0.14% | +84+8.8% | Added |
| Alta Advisers Ltd | 1,037 | $516.5K | 0.33% | +137+15.2% | Added |
| Regent Peak Wealth Advisors LLC | 1,036 | $516.0K | 0.12% | +18+1.8% | Added |
| Parkside Financial Bank & Trust | 1,034 | $515.0K | 0.07% | +20+2.0% | Added |
| Applied Capital LLC | 1,032 | $514.0K | 0.40% | 00.0% | Unchanged |
| Elm3 Financial Group, LLC | 1,030 | $512.9K | 0.44% | +1,030 | New |
| Waverton Investment Management Ltd | 1,028 | $512.5K | 0.01% | −1,170−53.2% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 1,028 | $512.0K | 0.05% | −12−1.2% | Reduced |
| First National Bank & Trust Co of Newtown | 1,028 | $512.0K | 0.11% | 00.0% | Unchanged |
| Rosenblum Silverman Sutton S F Inc | 1,024 | $509.8K | 0.13% | 00.0% | Unchanged |
| Ayrshire Capital Management LLC | 1,023 | $509.5K | 0.25% | 00.0% | Unchanged |
| Signal Advisors Wealth, LLC | 1,022 | $509.2K | 0.06% | +18+1.8% | Added |
| ORG Wealth Partners, LLC | 1,017 | $506.5K | 0.16% | +570+127.5% | Added |
| Nwam LLC | 1,017 | $506.5K | 0.03% | −32−3.1% | Reduced |
| WMS Partners, LLC | 1,017 | $506.5K | 0.03% | +233+29.7% | Added |
| Provenance Wealth Advisors, LLC | 1,014 | $505.0K | 0.07% | 00.0% | Unchanged |
| Catalytic Wealth RIA, LLC | 1,009 | $502.5K | 0.09% | −102−9.2% | Reduced |
| Crux Wealth Advisors | 1,008 | $502.1K | 0.28% | +1,008 | New |
| Gallagher Fiduciary Advisors, LLC | 1,007 | $501.5K | 0.10% | +165+19.6% | Added |
| Integrated Advisors Network LLC | 1,007 | $501.3K | 0.02% | −6−0.6% | Reduced |
| LWM Advisory Services, LLC | 1,004 | $499.6K | 0.35% | −14−1.4% | Reduced |
| Carnegie Capital Asset Management, LLC | 1,000 | $498.0K | 0.01% | 00.0% | Unchanged |
| Headinvest, LLC | 997 | $496.5K | 0.09% | 00.0% | Unchanged |
| Evelyn Partners Investment Management (Europe) Ltd | 997 | $496.5K | 0.18% | +997 | New |
| Embree Financial Group | 995 | $495.4K | 0.08% | +1+0.1% | Added |
| West Family Investments, Inc. | 993 | $494.5K | 0.17% | −163−14.1% | Reduced |
| Meritage Portfolio Management | 989 | $492.6K | 0.03% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 987 | $491.6K | 0.28% | 00.0% | Unchanged |
| Norden Group LLC | 987 | $491.3K | 0.06% | −26−2.6% | Reduced |
| Fosun International Ltd | 985 | $490.6K | 0.15% | −2,375−70.7% | Reduced |
| Plotkin Financial Advisors, LLC | 984 | $490.1K | 0.29% | 00.0% | Unchanged |
| West Michigan Advisors, LLC | 979 | $487.7K | 0.15% | +1+0.1% | Added |
| Global Financial Private Client, LLC | 975 | $485.6K | 0.18% | −24−2.4% | Reduced |
| First Interstate Bank | 975 | $485.6K | 0.03% | −14−1.4% | Reduced |
| Red Door Wealth Management, LLC | 969 | $482.6K | 0.07% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 969 | $482.1K | 0.34% | +19+2.0% | Added |
| Gilbert & Cook, Inc. | 965 | $480.6K | 0.07% | −23−2.3% | Reduced |
| TFB Advisors LLC | 965 | $480.6K | 0.14% | −3−0.3% | Reduced |
| WS Portfolio Advisory, LLC | 961 | $478.6K | 1.95% | +961 | New |
| CNB Bank | 960 | $478.1K | 0.22% | −39−3.9% | Reduced |
| Sunbelt Securities, Inc. | 959 | $477.8K | 0.04% | −122−11.3% | Reduced |
| Prestige Wealth Management Group LLC | 958 | $477.2K | 0.10% | +30+3.2% | Added |
| Cornerstone Wealth Advisors, Inc. | 955 | $475.6K | 0.13% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 952 | $474.0K | 0.17% | −83−8.0% | Reduced |
| Levin Capital Strategies, L.P. | 951 | $473.7K | 0.05% | +951 | New |
| Community Bank, N.A. | 951 | $473.6K | 0.06% | −30−3.1% | Reduced |
| KC Investment Advisors, LLC | 943 | $469.6K | 0.19% | −24−2.5% | Reduced |
| Emerald Advisers, LLC | 941 | $468.6K | 0.02% | +9+1.0% | Added |
| Riverwater Partners LLC | 937 | $466.7K | 0.23% | +2+0.2% | Added |
| Petros Family Wealth, LLC | 934 | $465.2K | 0.50% | +934 | New |
| Fiduciary Group LLC | 929 | $462.7K | 0.05% | 00.0% | Unchanged |
| Dudley Capital Management, LLC | 926 | $461.2K | 0.24% | +118+14.6% | Added |
| Tenon Financial LLC | 928 | $459.8K | 0.30% | 00.0% | Unchanged |
| Sivia Capital Partners, LLC | 922 | $459.2K | 0.23% | +11+1.2% | Added |
| Blackston Financial Advisory Group, LLC | 921 | $459.0K | 0.23% | +65+7.6% | Added |