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
- 2,046
- +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
- 724 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 |
|---|---|---|---|---|---|
| BNC Wealth Management, LLC | 8,636 | $4.30M | 1.41% | +842+10.8% | Added |
| SRS Capital Advisors, Inc. | 8,596 | $4.28M | 0.27% | +757+9.7% | Added |
| Private Wealth Partners, LLC | 8,548 | $4.26M | 0.33% | −45−0.5% | Reduced |
| Cutler Investment Counsel LLC | 8,496 | $4.23M | 0.53% | −222−2.5% | Reduced |
| Parr McKnight Wealth Management Group, LLC | 8,457 | $4.21M | 0.60% | +8,457 | New |
| Qsemble Capital Management, LP | 8,360 | $4.16M | 0.55% | +2,919+53.6% | Added |
| Danica Pension, Livsforsikringsaktieselskab | 8,321 | $4.14M | 0.08% | 00.0% | Unchanged |
| Diligent Investors, LLC | 8,277 | $4.12M | 0.95% | −550−6.2% | Reduced |
| CapitalatWork S.A. | 8,250 | $4.11M | 0.13% | 00.0% | Unchanged |
| Scholtz & Company, LLC | 8,236 | $4.10M | 1.96% | +412+5.3% | Added |
| Capital Group Investment Management Pte. Ltd. | 8,156 | $4.06M | 0.77% | −247−2.9% | Reduced |
| Private Advisor Group, LLC | 8,113 | $4.04M | 0.02% | −316−3.7% | Reduced |
| Van Eck Associates Corp | 8,020 | $3.99M | 0.01% | +256+3.3% | Added |
| Shelton Capital Management | 8,008 | $3.99M | 0.10% | −34−0.4% | Reduced |
| Kentucky Farm Bureau Mutual Insurance Co | 8,000 | $3.98M | 0.90% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 7,952 | $3.96M | 0.11% | +685+9.4% | Added |
| Boston Financial Mangement LLC | 7,933 | $3.95M | 0.12% | +390+5.2% | Added |
| Impax Asset Management Group plc | 7,906 | $3.94M | 0.02% | −241−3.0% | Reduced |
| Umb Bank N A | 7,834 | $3.90M | 0.06% | +144+1.9% | Added |
| PFG Advisors | 7,743 | $3.86M | 0.24% | −186−2.3% | Reduced |
| Scotia Capital Inc. | 7,691 | $3.83M | 0.02% | −26−0.3% | Reduced |
| Ritholtz Wealth Management | 7,685 | $3.83M | 0.11% | +193+2.6% | Added |
| Central Trust Co | 7,642 | $3.81M | 0.09% | −184−2.4% | Reduced |
| Freedom Day Solutions, LLC | 7,630 | $3.80M | 1.14% | +119+1.6% | Added |
| Consolidated Planning Corp | 7,602 | $3.79M | 0.52% | +206+2.8% | Added |
| Spears Abacus Advisors LLC | 7,595 | $3.78M | 0.08% | −60−0.8% | Reduced |
| Evelyn Partners Investment Management Services Ltd | 7,591 | $3.78M | 0.66% | +7,591 | New |
| Twin Capital Management Inc | 7,584 | $3.78M | 0.41% | −411−5.1% | Reduced |
| Quantbot Technologies LP | 7,577 | $3.77M | 0.14% | +2,700+55.4% | Added |
| Invera Wealth Advisors, LLC | 7,336 | $3.77M | 3.73% | −392−5.1% | Reduced |
| Brendel Financial Advisors LLC | 7,562 | $3.77M | 2.28% | −245−3.1% | Reduced |
| Beacon Pointe Advisors, LLC | 7,551 | $3.76M | 0.04% | −1,296−14.6% | Reduced |
| HB Wealth Management, LLC | 7,542 | $3.76M | 0.04% | +1,391+22.6% | Added |
| Katamaran Capital LLP | 7,485 | $3.73M | 4.99% | +7,485 | New |
| Settian Capital LP | 7,422 | $3.70M | 2.67% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 7,386 | $3.69M | 0.27% | +1,347+22.3% | Added |
| Kampmann Melissa S. | 7,360 | $3.67M | 2.88% | −924−11.2% | Reduced |
| Everence Capital Management Inc | 7,344 | $3.66M | 0.24% | −3,780−34.0% | Reduced |
| Morton Community Bank | 7,344 | $3.66M | 0.97% | +40+0.5% | Added |
| Roundview Capital LLC | 7,318 | $3.64M | 0.25% | +2,111+40.5% | Added |
| Legacy Financial Strategies, LLC | 7,314 | $3.62M | 0.78% | +42+0.6% | Added |
| Hamilton Capital Partners Inc. | 7,249 | $3.61M | 0.27% | +1,230+20.4% | Added |
| Teamwork Financial Advisors, LLC | 7,235 | $3.60M | 0.47% | +1,269+21.3% | Added |
| Brady Family Wealth, LLC | 7,213 | $3.59M | 1.10% | −359−4.7% | Reduced |
| Paradigm Financial Partners, LLC | 7,148 | $3.56M | 0.45% | +86+1.2% | Added |
| Sora Investors LLC | 7,143 | $3.56M | 0.40% | +7,143 | New |
| Signaturefd, LLC | 7,116 | $3.54M | 0.07% | −231−3.1% | Reduced |
| Tocqueville Asset Management L.P. | 7,039 | $3.51M | 0.05% | +360+5.4% | Added |
| Empowered Funds, LLC | 7,033 | $3.50M | 0.05% | +1,006+16.7% | Added |
| Bleakley Financial Group, LLC | 7,029 | $3.50M | 0.11% | +73+1.0% | Added |
| Wellington Shields & Co., LLC | 7,000 | $3.49M | 1.07% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 6,947 | $3.46M | 0.08% | +89+1.3% | Added |
| Fortress Wealth Management, Inc. | 6,947 | $3.46M | 1.68% | −9−0.1% | Reduced |
| Vident Advisory, LLC | 6,943 | $3.46M | 0.06% | +778+12.6% | Added |
| Pettee Investors, Inc. | 6,875 | $3.42M | 1.74% | −35−0.5% | Reduced |
| Aperture Investors, LLC | 6,828 | $3.40M | 0.44% | +1,992+41.2% | Added |
| Rockland Trust Co | 6,822 | $3.40M | 0.17% | −19,878−74.4% | Reduced |
| Prime Capital Investment Advisors, LLC | 6,814 | $3.39M | 0.05% | −303−4.3% | Reduced |
| Windmill Hill Asset Management Ltd | 6,806 | $3.39M | 1.11% | +95+1.4% | Added |
| Silvercrest Asset Management Group LLC | 6,790 | $3.38M | 0.02% | +783+13.0% | Added |
| Horizon Investments, LLC | 6,783 | $3.38M | 0.10% | +147+2.2% | Added |
| Rockingstone Advisors LLC | 6,737 | $3.36M | 1.48% | −953−12.4% | Reduced |
| Atlantic Union Bankshares Corp | 6,736 | $3.35M | 0.20% | −1,656−19.7% | Reduced |
| Altfest L J & Co Inc | 6,721 | $3.35M | 0.43% | −33−0.5% | Reduced |
| Ballentine Partners, LLC | 6,710 | $3.34M | 0.06% | −20−0.3% | Reduced |
| Meridian Wealth Management, LLC | 6,700 | $3.34M | 0.16% | −398−5.6% | Reduced |
| HRT Financial LP | 6,574 | $3.27M | 0.02% | +6,574 | New |
| CFS Investment Advisory Services, LLC | 6,484 | $3.23M | 0.29% | −47−0.7% | Reduced |
| Papamarkou Wellner Asset Management inc. | 6,446 | $3.21M | 2.23% | +6,446 | New |
| Bryn Mawr Trust Co | 6,433 | $3.20M | 0.06% | +11+0.2% | Added |
| V-Square Quantitative Management LLC | 6,426 | $3.20M | 0.45% | +92+1.5% | Added |
| Fisher Asset Management, LLC | 6,355 | $3.17M | 0.00% | −164−2.5% | Reduced |
| Certified Advisory Corp | 6,314 | $3.14M | 0.34% | −26−0.4% | Reduced |
| Bank of Hawaii | 6,269 | $3.12M | 0.17% | −143−2.2% | Reduced |
| Williams Jones Wealth Management, LLC. | 6,154 | $3.06M | 0.04% | −1,529−19.9% | Reduced |
| Vestcor Inc | 6,069 | $3.02M | 0.10% | −6−0.1% | Reduced |
| Cyndeo Wealth Partners, LLC | 6,030 | $3.00M | 0.20% | +110+1.9% | Added |
| Trust Co of Vermont | 6,029 | $3.00M | 0.15% | −237−3.8% | Reduced |
| Clifford Swan Investment Counsel LLC | 6,009 | $2.99M | 0.11% | −327−5.2% | Reduced |
| Ceera Investments, LLC | 5,956 | $2.97M | 1.02% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 5,948 | $2.96M | 0.12% | 00.0% | Unchanged |
| Lindsell Train LtdSuperinvestorLindsell Train | 5,900 | $2.94M | 0.07% | 00.0% | Unchanged |
| Collier Financial | 5,886 | $2.93M | 2.62% | +5,886 | New |
| Gallo Partners, LP | 5,881 | $2.93M | 2.17% | +5,881 | New |
| Mirabaud & Cie SA | 5,874 | $2.93M | 0.94% | −318−5.1% | Reduced |
| Sequoia Financial Advisors, LLC | 5,855 | $2.92M | 0.03% | +279+5.0% | Added |
| Prosperity Consulting Group, LLC | 5,783 | $2.88M | 0.22% | +545+10.4% | Added |
| Retirement Planning Group | 5,762 | $2.87M | 0.14% | +22+0.4% | Added |
| Kesler, Norman & Wride, LLC | 5,739 | $2.86M | 0.62% | +271+5.0% | Added |
| Itau Unibanco Holding S.A. | 5,711 | $2.84M | 0.09% | +5,711 | New |
| Argent Trust Co | 5,707 | $2.84M | 0.12% | +36+0.6% | Added |
| Ninety One SA (PTY) Ltd | 5,692 | $2.83M | 0.63% | −45−0.8% | Reduced |
| Frank, Rimerman Advisors LLC | 5,644 | $2.81M | 0.20% | −1,272−18.4% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 5,392 | $2.81M | 0.02% | −209−3.7% | Reduced |
| Oppenheimer & Co Inc | 5,629 | $2.80M | 0.04% | +1,338+31.2% | Added |
| Harrell Investment Partners, LLC | 5,593 | $2.79M | 0.78% | +516+10.2% | Added |
| Resonant Capital Advisors, LLC | 5,571 | $2.77M | 0.20% | +25+0.5% | Added |
| WD Rutherford LLC | 5,565 | $2.77M | 1.31% | +365+7.0% | Added |
| Parallel Advisors, LLC | 5,531 | $2.75M | 0.06% | −134−2.4% | Reduced |
| Factorial Partners, LLC | 5,500 | $2.74M | 1.57% | 00.0% | Unchanged |