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, Q1 2025
Institutional positions in S&P Global Inc. as of Mar 31, 2025. 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
- 2,082
- +67 vs. Q4 2024
- Shares held
- 266.8M
- +402.4K (+0.2%) vs. Q4 2024
- Total value
- $135.4B
- +$2.74B (+2.1%) vs. Q4 2024
- New holders
- 188
- 822 more added
- Sold out
- 121
- 766 more reduced
31 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding S&P Global Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Invera Wealth Advisors, LLC | 1,718 | $872.9K | 0.56% | −5,618−76.6% | Reduced |
| Douglas Lane & Associates, LLC | 1,722 | $874.9K | 0.01% | −33−1.9% | Reduced |
| Griffin Asset Management, Inc. | 1,725 | $876.5K | 0.11% | 00.0% | Unchanged |
| Unigestion Holding SA | 1,738 | $883.1K | 0.05% | +1,738 | New |
| Davidson Trust Co | 1,742 | $885.1K | 0.42% | −479−21.6% | Reduced |
| Alteri Wealth LLC | 1,742 | $885.4K | 0.39% | +89+5.4% | Added |
| Eisler Capital Management Ltd. | 1,747 | $887.8K | 0.03% | +932+114.4% | Added |
| Mendel Capital Management LLC | 1,756 | $892.2K | 0.54% | +8+0.5% | Added |
| Williamson Legacy Group, LLC | 1,759 | $893.8K | 0.85% | +148+9.2% | Added |
| Ironwood Investment Management LLC | 1,766 | $897.3K | 0.49% | −4−0.2% | Reduced |
| Change Path, LLC | 1,771 | $900.0K | 0.03% | +295+20.0% | Added |
| Howard Capital Management Inc. | 1,773 | $900.9K | 0.02% | −254−12.5% | Reduced |
| Capstone Investment Advisors, LLC | 1,774 | $901.4K | 0.01% | −580−24.6% | Reduced |
| Aventura Private Wealth, LLC | 1,774 | $901.4K | 0.47% | +72+4.2% | Added |
| Elevated Capital Advisors, LLC | 1,778 | $903.5K | 0.25% | −94−5.0% | Reduced |
| Advisors Capital Management, LLC | 1,779 | $903.9K | 0.01% | +186+11.7% | Added |
| Forefront Wealth Partners, LLC | 1,782 | $905.4K | 0.62% | −1−0.1% | Reduced |
| Meridian Wealth Partners, LLC | 1,788 | $908.7K | 0.15% | −45−2.5% | Reduced |
| Opal Wealth Advisors, LLC | 1,790 | $909.5K | 0.28% | +9+0.5% | Added |
| Allred Capital Management, LLC | 1,796 | $912.5K | 0.36% | +66+3.8% | Added |
| Charter Trust Co | 1,802 | $915.6K | 0.06% | −9−0.5% | Reduced |
| Leavell Investment Management, Inc. | 1,810 | $919.7K | 0.05% | +11+0.6% | Added |
| Trillium Asset Management, LLC | 1,811 | $920.0K | 0.03% | 00.0% | Unchanged |
| Bell Bank | 1,812 | $920.7K | 0.05% | −528−22.6% | Reduced |
| Atomi Financial Group, Inc. | 1,822 | $926.0K | 0.04% | +207+12.8% | Added |
| Chicago Trust Co NA | 1,823 | $926.3K | 0.16% | +65+3.7% | Added |
| Axxcess Wealth Management, LLC | 1,832 | $930.9K | 0.03% | −1,380−43.0% | Reduced |
| BSW Wealth Partners | 1,833 | $931.1K | 0.14% | +413+29.1% | Added |
| Financial Advocates Investment Management | 1,834 | $931.9K | 0.07% | +30+1.7% | Added |
| PDS Planning, Inc | 1,844 | $936.9K | 0.08% | +148+8.7% | Added |
| Burney Co | 1,847 | $938.6K | 0.03% | −17−0.9% | Reduced |
| Smart Money Group LLC | 1,853 | $941.3K | 0.32% | +419+29.2% | Added |
| Confluence Wealth Services, Inc. | 2,005 | $942.6K | 0.06% | +30+1.5% | Added |
| Sage Mountain Advisors LLC | 1,860 | $945.2K | 0.07% | +79+4.4% | Added |
| Radnor Capital Management, LLC | 1,868 | $949.0K | 0.16% | +50+2.8% | Added |
| Spirepoint Private Client, LLC | 1,873 | $951.8K | 0.12% | −801−30.0% | Reduced |
| Roberts Capital Advisors, LLC | 1,874 | $952.2K | 0.83% | 00.0% | Unchanged |
| SlateStone Wealth, LLC | 1,880 | $955.0K | 0.10% | −339−15.3% | Reduced |
| Bridgewater Advisors Inc. | 1,952 | $959.7K | 0.08% | +1,952 | New |
| One Wealth Advisors, LLC | 1,889 | $959.8K | 0.14% | +448+31.1% | Added |
| Washington Trust Bank | 1,898 | $964.4K | 0.10% | +17+0.9% | Added |
| Tritonpoint Wealth, LLC | 1,899 | $965.0K | 0.09% | +117+6.6% | Added |
| Guardian Wealth Advisors, LLC | 1,906 | $968.2K | 0.62% | +77+4.2% | Added |
| Greenwood Capital Associates LLC | 1,911 | $971.0K | 0.13% | 00.0% | Unchanged |
| Marcum Wealth, LLC | 1,914 | $972.5K | 0.08% | +14+0.7% | Added |
| Buckingham Strategic Partners | 1,923 | $977.2K | 0.01% | +1,023+113.7% | Added |
| Skylands Capital, LLC | 1,935 | $983.2K | 0.14% | −30−1.5% | Reduced |
| Allworth Financial LP | 2,043 | $983.3K | 0.01% | +92+4.7% | Added |
| Values First Advisors, Inc. | 1,944 | $986.4K | 0.58% | −178−8.4% | Reduced |
| Seeds Investor LLC | 1,944 | $987.9K | 0.28% | +48+2.5% | Added |
| Premier Path Wealth Partners, LLC | 1,949 | $990.3K | 0.15% | +99+5.4% | Added |
| Gryphon Financial Partners LLC | 1,953 | $992.2K | 0.14% | +189+10.7% | Added |
| Outlook Wealth Advisors, LLC | 1,955 | $993.1K | 0.28% | 00.0% | Unchanged |
| RiverPark Advisors, LLC | 1,960 | $995.9K | 0.77% | +565+40.5% | Added |
| Dimension Capital Management LLC | 1,967 | $999.3K | 0.18% | +17+0.9% | Added |
| Founders Financial Securities LLC | 2,085 | $999.3K | 0.08% | +245+13.3% | Added |
| IHT Wealth Management, LLC | 1,982 | $1.01M | 0.03% | −115−5.5% | Reduced |
| Claro Advisors LLC | 1,987 | $1.01M | 0.14% | +306+18.2% | Added |
| Conning Inc. | 1,992 | $1.01M | 0.04% | −690−25.7% | Reduced |
| Prudent Man Advisors, LLC | 1,994 | $1.01M | 0.37% | +49+2.5% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 2,000 | $1.02M | 0.48% | +500+33.3% | Added |
| EPG Wealth Management LLC | 2,030 | $1.03M | 0.29% | +196+10.7% | Added |
| Beaumont Financial Advisors, LLC | 2,043 | $1.04M | 0.08% | +21+1.0% | Added |
| Schmidt P J Investment Management Inc | 2,044 | $1.04M | 0.19% | −26−1.3% | Reduced |
| Magnolia Capital Advisors LLC | 2,045 | $1.04M | 0.28% | +107+5.5% | Added |
| Trexquant Investment LP | 2,053 | $1.04M | 0.01% | +2,053 | New |
| Kirtland Hills Capital Management, LLC | 2,278 | $1.05M | 0.64% | +99+4.5% | Added |
| Rehmann Capital Advisory Group | 2,078 | $1.06M | 0.07% | +2+0.1% | Added |
| S.E.E.D. Planning Group LLC | 2,078 | $1.06M | 0.36% | +1,159+126.1% | Added |
| Stonebrook Private Inc. | 2,099 | $1.07M | 0.28% | +30+1.4% | Added |
| Pflug Koory, LLC | 2,108 | $1.07M | 0.60% | −10−0.5% | Reduced |
| Finivi Inc. | 2,123 | $1.08M | 0.87% | +175+9.0% | Added |
| Baron Wealth Management LLC | 2,131 | $1.08M | 0.48% | +88+4.3% | Added |
| Golden State Equity Partners | 2,135 | $1.08M | 0.21% | −180−7.8% | Reduced |
| Ambassador Advisors, LLC | 2,143 | $1.09M | 0.19% | −161−7.0% | Reduced |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 2,144 | $1.09M | 0.59% | −274−11.3% | Reduced |
| Gilliland Jeter Wealth Management LLC | 2,148 | $1.09M | 0.39% | −278−11.5% | Reduced |
| Wedbush Securities Inc | 2,150 | $1.09M | 0.04% | −178−7.6% | Reduced |
| Portfolio Design Labs, LLC | 2,159 | $1.10M | 0.23% | −2,706−55.6% | Reduced |
| Lincoln Capital LLC | 2,356 | $1.10M | 0.23% | +19+0.8% | Added |
| Moors & Cabot, Inc. | 2,167 | $1.10M | 0.06% | −155−6.7% | Reduced |
| MEMBERS Trust Co | 2,167 | $1.10M | 0.04% | +10.0% | Added |
| Monterey Private Wealth, Inc. | 2,171 | $1.10M | 0.32% | +4+0.2% | Added |
| CVFG LLC | 2,187 | $1.11M | 1.01% | −79−3.5% | Reduced |
| GSG Advisors LLC | 2,347 | $1.11M | 0.37% | +38+1.6% | Added |
| AlTi Global, Inc. | 2,195 | $1.12M | 0.03% | +35+1.6% | Added |
| McDonald Partners LLC | 2,169 | $1.12M | 0.29% | +99+4.8% | Added |
| NorthCrest Asset Manangement, LLC | 2,196 | $1.12M | 0.03% | +201+10.1% | Added |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 2,200 | $1.12M | 0.05% | −69,952−97.0% | Reduced |
| Graypoint LLC | 2,202 | $1.12M | 0.07% | +138+6.7% | Added |
| Everhart Financial Group, Inc. | 2,205 | $1.12M | 0.15% | +117+5.6% | Added |
| Howe & Rusling Inc | 2,210 | $1.12M | 0.09% | −13−0.6% | Reduced |
| Foster Group, Inc. | 2,217 | $1.13M | 0.04% | +83+3.9% | Added |
| Geneos Wealth Management Inc. | 2,223 | $1.13M | 0.04% | +370+20.0% | Added |
| Motiv8 Investments LLC | 2,236 | $1.14M | 0.75% | −10−0.4% | Reduced |
| We Are One Seven, LLC | 2,251 | $1.14M | 0.04% | −11−0.5% | Reduced |
| Ronald Blue Trust, Inc. | 2,268 | $1.15M | 0.01% | +177+8.5% | Added |
| Icon Wealth Advisors, LLC | 2,270 | $1.15M | 0.09% | +29+1.3% | Added |
| Colonial Trust Co | 2,274 | $1.16M | 0.18% | −34−1.5% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 2,278 | $1.16M | 0.17% | +6+0.3% | Added |