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 |
|---|---|---|---|---|---|
| Philadelphia Trust Co | 711 | $354.0K | 0.03% | −238−25.1% | Reduced |
| Northwest Bancshares, Inc. | 709 | $353.1K | 0.07% | 00.0% | Unchanged |
| Sculati Wealth Management, LLC | 709 | $353.1K | 0.14% | 00.0% | Unchanged |
| LVM Capital Management Ltd | 707 | $352.0K | 0.04% | +69+10.8% | Added |
| Peak Planning Group, LLC | 706 | $351.8K | 0.15% | +10+1.4% | Added |
| Wealthcare Advisory Partners LLC | 706 | $351.4K | 0.01% | −25−3.4% | Reduced |
| Hardy Reed LLC | 705 | $351.1K | 0.03% | 00.0% | Unchanged |
| Simmons Bank | 703 | $350.1K | 0.03% | +1+0.1% | Added |
| Eclectic Associates Inc | 702 | $349.6K | 0.10% | 00.0% | Unchanged |
| MJP Associates Inc | 701 | $349.4K | 0.06% | +11+1.6% | Added |
| Sandler Capital Management | 700 | $348.6K | 0.06% | 00.0% | Unchanged |
| Boit C F David | 700 | $348.6K | 0.18% | 00.0% | Unchanged |
| Bristol Gate Capital Partners Inc. | 700 | $348.6K | 0.02% | +700 | New |
| C M Bidwell & Associates Ltd | 699 | $348.1K | 0.21% | +690+7,666.7% | Added |
| Napatree Capital LLC | 698 | $347.6K | 0.20% | +117+20.1% | Added |
| Meadow Creek Wealth Advisors LLC | 694 | $345.6K | 0.25% | +5+0.7% | Added |
| D'Orazio & Associates, Inc. | 692 | $344.6K | 0.05% | −16−2.3% | Reduced |
| GenTrust, LLC | 689 | $343.1K | 0.01% | +158+29.8% | Added |
| 180 Wealth Advisors, LLC | 688 | $342.6K | 0.05% | −8−1.1% | Reduced |
| Alpha DNA Investment Management LLC | 685 | $341.2K | 0.19% | +685 | New |
| Sand Hill Global Advisors, LLC | 684 | $340.7K | 0.01% | −8−1.2% | Reduced |
| Endowment Wealth Management, Inc. | 683 | $340.0K | 0.23% | −18−2.6% | Reduced |
| J. L. Bainbridge & Co., Inc. | 682 | $339.6K | 0.03% | 00.0% | Unchanged |
| Concord Asset Management, LLC | 679 | $338.3K | 0.07% | +101+17.5% | Added |
| Wealth Architects, LLC | 679 | $338.2K | 0.04% | −14−2.0% | Reduced |
| Crewe Advisors LLC | 678 | $337.7K | 0.05% | +678 | New |
| Veracity Capital LLC | 674 | $335.8K | 0.12% | −17−2.5% | Reduced |
| Personal Cfo Solutions, LLC | 674 | $335.6K | 0.07% | +20+3.1% | Added |
| Clarendon Private LLC | 671 | $334.2K | 0.35% | +671 | New |
| Capital Planning Advisors, LLC | 670 | $333.7K | 0.05% | −1−0.1% | Reduced |
| Lafayette Investments, Inc. | 668 | $332.7K | 0.07% | +16+2.5% | Added |
| Barnes Pettey Financial Advisors, LLC | 666 | $331.7K | 0.25% | 00.0% | Unchanged |
| Stablepoint Partners, LLC | 666 | $331.7K | 0.06% | 00.0% | Unchanged |
| Impact Investors, Inc | 659 | $328.0K | 0.25% | +659 | New |
| Optimize Financial Inc | 654 | $325.7K | 0.24% | +654 | New |
| Oarsman Capital, Inc. | 653 | $325.2K | 0.06% | −7−1.1% | Reduced |
| Pasadena Private Wealth, LLC | 653 | $325.2K | 0.07% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 653 | $325.2K | 0.08% | 00.0% | Unchanged |
| TFC Financial Management | 652 | $324.7K | 0.05% | 00.0% | Unchanged |
| David R. Rahn & Associates Inc. | 652 | $324.7K | 0.10% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 652 | $324.4K | 0.01% | +61+10.3% | Added |
| Covestor Ltd | 650 | $324.0K | 0.20% | +193+42.2% | Added |
| Ifrah Financial Services, Inc. | 649 | $323.5K | 0.09% | −3−0.5% | Reduced |
| Financial Alternatives, Inc | 648 | $322.7K | 0.23% | 00.0% | Unchanged |
| Avantra Family Wealth, Inc. | 646 | $321.7K | 0.30% | +646 | New |
| Impact Capital Partners LLC | 644 | $320.8K | 0.11% | +644 | New |
| Valmark Advisers, Inc. | 642 | $319.8K | 0.00% | +642 | New |
| Symphony Financial, Ltd. Co. | 627 | $319.3K | 0.05% | −78−11.1% | Reduced |
| Goldstein Advisors, LLC | 641 | $319.2K | 0.05% | +6+0.9% | Added |
| Ethos Financial Group, LLC | 641 | $319.2K | 0.04% | +43+7.2% | Added |
| Keynote Financial Services LLC | 640 | $318.7K | 0.24% | 00.0% | Unchanged |
| Stegent Equity Advisors, Inc. | 639 | $318.2K | 0.32% | +82+14.7% | Added |
| Zacks Investment Management | 638 | $317.9K | 0.00% | +117+22.5% | Added |
| VeraBank, N.A. | 638 | $317.7K | 0.09% | +12+1.9% | Added |
| AMG National Trust Bank | 637 | $317.2K | 0.01% | +74+13.1% | Added |
| Plancorp, LLC | 635 | $316.2K | 0.01% | +239+60.4% | Added |
| Jaffetilchin Investment Partners, LLC | 634 | $315.7K | 0.02% | +1+0.2% | Added |
| Rainier Family Wealth Inc | 633 | $315.3K | 0.38% | +633 | New |
| Insigneo Advisory Services, LLC | 631 | $314.4K | 0.03% | −795−55.8% | Reduced |
| Naviter Wealth, LLC | 631 | $314.3K | 0.04% | +50+8.6% | Added |
| Campbell Wealth Management | 630 | $314.0K | 0.03% | +630 | New |
| Lecap Asset Management Ltd | 629 | $313.3K | 0.08% | −2,759−81.4% | Reduced |
| William Mack & Associates, Inc. | 624 | $310.8K | 0.33% | +624 | New |
| Bell Investment Advisors, Inc | 621 | $309.3K | 0.06% | −61−8.9% | Reduced |
| Family Wealth Group, LLC | 618 | $307.6K | 0.24% | −7−1.1% | Reduced |
| Compass Ion Advisors, LLC | 616 | $306.8K | 0.04% | 00.0% | Unchanged |
| Ascent Wealth Partners, LLC | 614 | $305.8K | 0.04% | −13−2.1% | Reduced |
| Broadway Wealth Solutions, Inc. | 613 | $305.1K | 0.23% | +613 | New |
| Capital Market Strategies LLC | 612 | $304.8K | 0.18% | +6+1.0% | Added |
| Elwood & Goetz Wealth Advisory Group, LLC | 612 | $304.8K | 0.07% | 00.0% | Unchanged |
| Liberty One Investment Management, LLC | 610 | $303.8K | 0.03% | +73+13.6% | Added |
| World Equity Group, Inc. | 610 | $303.8K | 0.07% | +610 | New |
| Gould Asset Management LLC | 608 | $302.8K | 0.06% | 00.0% | Unchanged |
| Revisor Wealth Management LLC | 604 | $302.7K | 0.28% | −340−36.0% | Reduced |
| Romano Brothers and Company | 607 | $302.3K | 0.04% | −31−4.9% | Reduced |
| Topsail Wealth Management, LLC | 606 | $301.8K | 0.06% | +606 | New |
| Ted Buchan & Co | 604 | $300.8K | 0.14% | 00.0% | Unchanged |
| RFG Advisory, LLC | 604 | $300.7K | 0.01% | +110+22.3% | Added |
| Murphy & Mullick Capital Management Corp | 603 | $300.3K | 0.28% | +603 | New |
| Wayfinding Financial, LLC | 603 | $300.0K | 0.16% | +603 | New |
| Parallax Volatility Advisers, L.P. | 600 | $298.8K | 0.01% | −1,919−76.2% | Reduced |
| Dana Investment Advisors, Inc. | 599 | $298.3K | 0.01% | −158−20.9% | Reduced |
| 44 Wealth Management LLC | 597 | $297.4K | 0.11% | +4+0.7% | Added |
| Courage Miller Partners, LLC | 595 | $296.3K | 0.10% | 00.0% | Unchanged |
| Benchmark Investment Advisors LLC | 591 | $294.4K | 0.19% | −5−0.8% | Reduced |
| Bouchey Financial Group Ltd | 591 | $294.3K | 0.03% | +15+2.6% | Added |
| Independent Financial Group, LLC | 589 | $293.5K | 0.01% | −186−24.0% | Reduced |
| Sunbeam Capital Management, LLC | 589 | $293.1K | 0.27% | +589 | New |
| Phillips Wealth Planners LLC | 606 | $292.5K | 0.29% | +17+2.9% | Added |
| Cascade Financial Partners, LLC | 582 | $289.9K | 0.04% | +1+0.2% | Added |
| Isthmus Partners, LLC | 582 | $289.9K | 0.04% | +582 | New |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 581 | $289.4K | 0.28% | +581 | New |
| Ariadne Wealth Management, LP | 560 | $288.6K | 0.13% | −5−0.9% | Reduced |
| Affinity Capital Advisors, LLC | 587 | $288.4K | 0.05% | 00.0% | Unchanged |
| Northeast Financial Consultants Inc | 579 | $288.4K | 0.01% | 00.0% | Unchanged |
| Vista Wealth Management Group, LLC | 576 | $287.0K | 0.02% | +31+5.7% | Added |
| May Hill Capital, LLC | 576 | $286.9K | 0.11% | +576 | New |
| Axq Capital, LP | 575 | $286.4K | 0.13% | −3,024−84.0% | Reduced |
| StrongBox Wealth, LLC | 575 | $286.4K | 0.12% | 00.0% | Unchanged |
| Invenio Wealth Partners LLC | 574 | $285.9K | 0.12% | +22+4.0% | Added |