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 |
|---|---|---|---|---|---|
| Net Worth Advisory Group | 574 | $285.8K | 0.09% | −12−2.0% | Reduced |
| Avantax Planning Partners, Inc. | 573 | $285.2K | 0.01% | +13+2.3% | Added |
| Stanley-Laman Group, Ltd. | 571 | $284.4K | 0.04% | +131+29.8% | Added |
| Principal Street Partners, LLC | 570 | $283.7K | 0.06% | +41+7.8% | Added |
| Forbes J M & Co LLP | 569 | $283.4K | 0.03% | 00.0% | Unchanged |
| First Nebraska Trust Co | 567 | $282.4K | 0.03% | 00.0% | Unchanged |
| Dumont & Blake Investment Advisors LLC | 565 | $281.4K | 0.08% | +3+0.5% | Added |
| New Republic Capital, LLC | 564 | $281.0K | 0.18% | +35+6.6% | Added |
| Smith, Moore & Co. | 563 | $280.6K | 0.03% | +9+1.6% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 562 | $280.0K | 0.00% | +377+203.8% | Added |
| Goldstone Financial Group, LLC | 561 | $279.5K | 0.04% | +51+10.0% | Added |
| Patten & Patten Inc | 560 | $278.9K | 0.02% | −123−18.0% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 559 | $278.4K | 0.01% | −1,797−76.3% | Reduced |
| Wrapmanager Inc | 558 | $277.9K | 0.07% | −22−3.8% | Reduced |
| Salem Investment Counselors Inc | 557 | $277.4K | 0.01% | −5−0.9% | Reduced |
| White Lighthouse Investment Management Inc. | 555 | $276.4K | 0.05% | +555 | New |
| Independent Wealth Network Inc. | 554 | $275.9K | 0.11% | +50+9.9% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 553 | $275.4K | 0.01% | 00.0% | Unchanged |
| Angeles Wealth Management, LLC | 552 | $274.9K | 0.02% | +70+14.5% | Added |
| Virtus Investment Advisers, Inc. | 550 | $273.9K | 0.21% | 00.0% | Unchanged |
| Austin Private Wealth, LLC | 549 | $273.4K | 0.03% | +98+21.7% | Added |
| Aurdan Capital Management, LLC | 549 | $273.4K | 0.10% | +549 | New |
| Brookstone Capital Management | 546 | $272.1K | 0.00% | +546 | New |
| SFMG, LLC | 545 | $271.4K | 0.02% | +23+4.4% | Added |
| VisionPoint Advisory Group, LLC | 546 | $270.5K | 0.09% | −7−1.3% | Reduced |
| Convergence Investment Partners, LLC | 543 | $270.3K | 0.06% | −7−1.3% | Reduced |
| Veritas Investment Partners (UK) Ltd. | 540 | $269.2K | 0.00% | 00.0% | Unchanged |
| Soltis Investment Advisors LLC | 541 | $269.2K | 0.02% | +125+30.0% | Added |
| Grimes & Company, Inc. | 535 | $266.5K | 0.01% | −27−4.8% | Reduced |
| Versant Capital Management, Inc | 533 | $265.4K | 0.06% | +183+52.3% | Added |
| Wedge Capital Management L L P | 532 | $265.0K | 0.00% | +23+4.5% | Added |
| Ruane, Cunniff & Goldfarb L.P. | 531 | $264.5K | 0.00% | 00.0% | Unchanged |
| Aveo Capital Partners, LLC | 531 | $264.5K | 0.03% | +55+11.6% | Added |
| Silver Lake Advisory, LLC | 530 | $264.0K | 0.12% | +1+0.2% | Added |
| Fulton Breakefield Broenniman LLC | 528 | $263.0K | 0.02% | 00.0% | Unchanged |
| Partners Wealth Management, LLC | 528 | $263.0K | 0.30% | +528 | New |
| Mezzasalma Advisors, LLC | 527 | $262.5K | 0.08% | +105+24.9% | Added |
| Hill Investment Group Partners, LLC | 526 | $262.0K | 0.04% | +24+4.8% | Added |
| Aviso Wealth Management | 525 | $261.6K | 0.13% | +2+0.4% | Added |
| Arete Wealth Advisors, LLC | 524 | $261.0K | 0.02% | +63+13.7% | Added |
| ZEGA Investments, LLC | 508 | $261.0K | 0.08% | +508 | New |
| Marietta Investment Partners LLC | 524 | $261.0K | 0.06% | −411−44.0% | Reduced |
| Trust Co of Toledo NA | 521 | $259.5K | 0.03% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 519 | $258.6K | 0.09% | 00.0% | Unchanged |
| Wellspring Financial Advisors, LLC | 519 | $258.3K | 0.03% | −514−49.8% | Reduced |
| D.B. Root & Company, LLC | 517 | $257.5K | 0.08% | −27−5.0% | Reduced |
| Five Oceans Advisors | 517 | $257.5K | 0.12% | −20−3.7% | Reduced |
| MONECO Advisors, LLC | 515 | $256.3K | 0.03% | +39+8.2% | Added |
| McDaniel Terry & Co | 515 | $256.0K | 0.02% | 00.0% | Unchanged |
| Smith Anglin Financial, LLC | 513 | $255.4K | 0.02% | +1+0.2% | Added |
| Savvy Advisors, Inc. | 513 | $255.4K | 0.03% | −39−7.1% | Reduced |
| Permanent Capital Management, LP | 511 | $254.5K | 0.08% | +511 | New |
| Scissortail Wealth Management, LLC | 511 | $254.3K | 0.07% | +507+12,675.0% | Added |
| GGM Financials LLC | 506 | $252.1K | 0.27% | +1+0.2% | Added |
| Enterprise Financial Services Corp | 506 | $252.0K | 0.14% | +506 | New |
| Sound View Wealth Advisors Group, LLC | 505 | $251.5K | 0.02% | −33−6.1% | Reduced |
| Bragg Financial Advisors, Inc | 505 | $251.5K | 0.01% | −12−2.3% | Reduced |
| Venture Visionary Partners LLC | 504 | $251.0K | 0.01% | −2−0.4% | Reduced |
| Claret Asset Management Corp | 503 | $251.0K | 0.04% | −2−0.4% | Reduced |
| Eagle Wealth Strategies LLC | 503 | $250.5K | 0.18% | 00.0% | Unchanged |
| Traphagen Investment Advisors LLC | 502 | $250.0K | 0.03% | 00.0% | Unchanged |
| MGB Wealth Management, LLC | 501 | $249.7K | 0.08% | +38+8.2% | Added |
| Marco Investment Management LLC | 500 | $249.0K | 0.02% | −88−15.0% | Reduced |
| Legacy Wealth Management, LLC | 500 | $249.0K | 0.10% | 00.0% | Unchanged |
| LSV Asset Management | 500 | $249.0K | 0.00% | 00.0% | Unchanged |
| Aurora Private Wealth, Inc. | 500 | $249.0K | 0.19% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 498 | $248.1K | 0.12% | −5−1.0% | Reduced |
| Angeles Investment Advisors, LLC | 498 | $248.0K | 0.01% | +36+7.8% | Added |
| Montecito Bank & Trust | 497 | $247.5K | 0.04% | 00.0% | Unchanged |
| OneAscent Financial Services LLC | 497 | $247.0K | 0.02% | +497 | New |
| Pinnacle Bancorp, Inc. | 495 | $246.5K | 0.08% | 00.0% | Unchanged |
| Nicolet Bankshares Inc | 495 | $246.5K | 0.06% | +42+9.3% | Added |
| Vista Cima Wealth Management LLC | 493 | $245.5K | 0.26% | +493 | New |
| Gerber Kawasaki Wealth & Investment Management | 492 | $245.1K | 0.01% | +34+7.4% | Added |
| Ewa, LLC | 492 | $244.9K | 0.09% | −6−1.2% | Reduced |
| Portland Global Advisors LLC | 490 | $244.0K | 0.03% | 00.0% | Unchanged |
| Grant/GrossMendelsohn, LLC | 490 | $244.0K | 0.13% | 00.0% | Unchanged |
| Aspiriant, LLC | 490 | $244.0K | 0.01% | +96+24.4% | Added |
| Rothschild Capital Partners, LLC | 490 | $244.0K | 0.06% | +490 | New |
| Delta Investment Management, LLC | 489 | $243.3K | 0.05% | −3−0.6% | Reduced |
| Key Financial Inc | 487 | $242.5K | 0.06% | −90−15.6% | Reduced |
| Hengehold Capital Management LLC | 486 | $242.1K | 0.02% | −51−9.5% | Reduced |
| Breed's Hill Capital LLC | 486 | $242.0K | 0.13% | +486 | New |
| Wolff Wiese Magana LLC | 485 | $241.5K | 0.16% | +37+8.3% | Added |
| Gitterman Wealth Management, LLC | 483 | $240.7K | 0.10% | +26+5.7% | Added |
| Stephens Investment Management Group LLC | 482 | $240.1K | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 481 | $239.8K | 0.08% | −45−8.6% | Reduced |
| Pines Wealth Management, LLC | 495 | $238.9K | 0.10% | +495 | New |
| Maven Securities LTD | 478 | $238.1K | 0.04% | −666−58.2% | Reduced |
| Hendershot Investments Inc. | 478 | $238.1K | 0.03% | +8+1.7% | Added |
| Avidian Wealth Solutions, LLC | 477 | $237.5K | 0.01% | +66+16.1% | Added |
| West Bancorporation Inc | 476 | $237.1K | 0.16% | −16−3.3% | Reduced |
| Ruggaard & Associates LLC | 475 | $236.6K | 0.10% | −113−19.2% | Reduced |
| Renasant Bank | 475 | $236.6K | 0.15% | +16+3.5% | Added |
| Eqis Capital Management, Inc. | 474 | $236.2K | 0.02% | −36−7.1% | Reduced |
| Argonautica Private Wealth Management, Inc | 474 | $236.1K | 0.08% | 00.0% | Unchanged |
| Next Capital Management LLC | 474 | $236.1K | 0.10% | +474 | New |
| HBW Advisory Services LLC | 473 | $235.6K | 0.03% | +473 | New |
| Kondo Wealth Advisors, Inc. | 472 | $235.1K | 0.12% | +472 | New |
| Sunpointe, LLC | 472 | $235.0K | 0.12% | 00.0% | Unchanged |