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 |
|---|---|---|---|---|---|
| Commerzbank Aktiengesellschaft | 3,181 | $1.62M | 0.04% | +322+11.3% | Added |
| Quintet Private Bank (Europe) S.A. | 3,199 | $1.63M | 0.10% | +176+5.8% | Added |
| Old National Bancorp | 3,224 | $1.64M | 0.04% | +52+1.6% | Added |
| HBK Sorce Advisory LLC | 3,228 | $1.64M | 0.05% | −42−1.3% | Reduced |
| Brighton Jones LLC | 3,238 | $1.65M | 0.05% | +62+2.0% | Added |
| Penserra Capital Management LLC | 3,245 | $1.65M | 0.03% | +974+42.9% | Added |
| Fort Point Capital Partners LLC | 3,244 | $1.65M | 0.18% | −135−4.0% | Reduced |
| Harbert Fund Advisors, Inc. | 3,250 | $1.65M | 1.92% | 00.0% | Unchanged |
| Meyer Handelman Co | 3,255 | $1.65M | 0.06% | −375−10.3% | Reduced |
| Asset Advisors Investment Management, LLC | 3,266 | $1.66M | 0.17% | +3,266 | New |
| Wealth Alliance | 3,269 | $1.66M | 0.20% | −48−1.4% | Reduced |
| Evercore Wealth Management, LLC | 3,279 | $1.67M | 0.03% | −325−9.0% | Reduced |
| Skopos Labs, Inc. | 3,308 | $1.68M | 0.36% | +751+29.4% | Added |
| AAFMAA Wealth Management & Trust LLC | 3,309 | $1.68M | 0.76% | −415−11.1% | Reduced |
| Equitable Holdings, Inc. | 3,309 | $1.68M | 0.02% | +522+18.7% | Added |
| Clarius Group, LLC | 3,309 | $1.68M | 0.11% | +869+35.6% | Added |
| United Asset Strategies, Inc. | 3,345 | $1.70M | 0.16% | +143+4.5% | Added |
| Synovus Financial Corp | 3,371 | $1.71M | 0.02% | −6,765−66.7% | Reduced |
| Channing Global Advisors, LLC | 3,379 | $1.72M | 1.17% | +10+0.3% | Added |
| Caliber Wealth Management, LLC | 3,382 | $1.72M | 0.23% | +3,382 | New |
| Dorsey & Whitney Trust CO LLC | 3,389 | $1.72M | 0.10% | −202−5.6% | Reduced |
| Davis R M Inc | 3,418 | $1.74M | 0.03% | −12−0.3% | Reduced |
| Algert Global LLC | 3,420 | $1.74M | 0.04% | +240+7.5% | Added |
| LVW Advisors, LLC | 3,422 | $1.74M | 0.21% | +235+7.4% | Added |
| RMR Wealth Builders | 3,429 | $1.74M | 0.18% | +369+12.1% | Added |
| Aaron Wealth Advisors | 3,430 | $1.74M | 0.20% | +209+6.5% | Added |
| Arkadios Wealth Advisors | 3,456 | $1.76M | 0.07% | +1,357+64.6% | Added |
| M&G Plc | 3,487 | $1.77M | 0.01% | −123−3.4% | Reduced |
| Tealwood Asset Management Inc | 3,488 | $1.77M | 0.82% | −41−1.2% | Reduced |
| Harbor Investment Advisory, LLC | 3,494 | $1.78M | 0.17% | +1,432+69.4% | Added |
| Broadwater Capital Management LLC | 3,520 | $1.79M | 1.40% | 00.0% | Unchanged |
| Principal Securities, Inc. | 3,607 | $1.80M | 0.04% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 3,536 | $1.80M | 0.11% | +370+11.7% | Added |
| GeoWealth Management, LLC | 3,538 | $1.80M | 0.07% | −1,057−23.0% | Reduced |
| Barden Capital Management, Inc. | 3,538 | $1.80M | 1.60% | +40+1.1% | Added |
| Lazard Freres Gestion S.A.S. | 3,575 | $1.82M | 0.04% | +270+8.2% | Added |
| Platform Technology Partners | 3,591 | $1.82M | 0.53% | +82+2.3% | Added |
| AXS Investments LLC | 3,597 | $1.83M | 0.51% | −117−3.2% | Reduced |
| Quadrature Capital Ltd | 3,609 | $1.83M | 0.04% | −20,763−85.2% | Reduced |
| Trust Asset Management LLC | 3,668 | $1.86M | 0.15% | −157−4.1% | Reduced |
| CenterBook Partners LP | 3,669 | $1.86M | 0.12% | −172−4.5% | Reduced |
| Machina Capital S.A.S. | 3,698 | $1.88M | 0.56% | −486−11.6% | Reduced |
| Transform Wealth, LLC | 3,698 | $1.88M | 0.11% | +8+0.2% | Added |
| Cozad Asset Management Inc | 3,700 | $1.88M | 0.19% | −210−5.4% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 3,705 | $1.88M | 0.10% | +40+1.1% | Added |
| Westpac Banking Corp | 3,722 | $1.89M | 0.14% | −826−18.2% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 3,756 | $1.91M | 0.00% | −171,845−97.9% | Reduced |
| BKM Wealth Management, LLC | 3,768 | $1.91M | 0.79% | +504+15.4% | Added |
| CapitalatWork S.A. | 3,800 | $1.93M | 0.06% | −4,450−53.9% | Reduced |
| Hamilton Point Investment Advisors, LLC | 3,808 | $1.93M | 0.35% | 00.0% | Unchanged |
| Guyasuta Investment Advisors Inc | 3,809 | $1.94M | 0.13% | −14−0.4% | Reduced |
| VestGen Advisors, LLC | 3,819 | $1.94M | 0.09% | +3,819 | New |
| Silverlake Wealth Management LLC | 3,847 | $1.95M | 0.75% | +2+0.1% | Added |
| WealthPLAN Partners, LLC | 3,883 | $1.97M | 0.28% | +73+1.9% | Added |
| Private Trust Co NA | 3,902 | $1.98M | 0.20% | +147+3.9% | Added |
| SG Americas Securities, LLC | 3,908 | $1.99M | 0.01% | −5,600−58.9% | Reduced |
| PFG Investments, LLC | 3,911 | $1.99M | 0.13% | −119−3.0% | Reduced |
| Chilton Investment Co LLC | 3,946 | $2.00M | 0.05% | +699+21.5% | Added |
| First Bank & Trust | 3,965 | $2.01M | 0.39% | −59−1.5% | Reduced |
| Madison Asset Management, LLC | 3,987 | $2.03M | 0.02% | +11+0.3% | Added |
| Flagship Harbor Advisors, LLC | 3,988 | $2.03M | 0.11% | +54+1.4% | Added |
| Montag A & Associates Inc | 3,993 | $2.03M | 0.10% | −147−3.6% | Reduced |
| NewEdge Wealth, LLC | 4,012 | $2.04M | 0.04% | +14+0.4% | Added |
| Banco Santander, S.A. | 4,018 | $2.04M | 0.02% | −435−9.8% | Reduced |
| Ashford Capital Management Inc | 4,060 | $2.06M | 0.27% | −294−6.8% | Reduced |
| Parsons Capital Management Inc | 4,075 | $2.07M | 0.11% | −26−0.6% | Reduced |
| Bryn Mawr Trust Co | 4,080 | $2.07M | 0.04% | −2,353−36.6% | Reduced |
| Excalibur Management Corp | 4,081 | $2.07M | 0.82% | 00.0% | Unchanged |
| Quadcap Wealth Management, LLC | 4,099 | $2.08M | 0.30% | −80−1.9% | Reduced |
| Belpointe Asset Management LLC | 4,108 | $2.09M | 0.11% | +48+1.2% | Added |
| Smartleaf Asset Management LLC | 4,166 | $2.09M | 0.20% | +496+13.5% | Added |
| Alaethes Wealth LLC | 4,200 | $2.13M | 0.78% | +126+3.1% | Added |
| GAMMA Investing LLC | 4,210 | $2.14M | 0.16% | +708+20.2% | Added |
| IMS Capital Management | 4,216 | $2.14M | 1.08% | −50−1.2% | Reduced |
| Leonteq Securities AG | 4,219 | $2.14M | 0.16% | +91+2.2% | Added |
| Vestmark Advisory Solutions, Inc. | 4,229 | $2.15M | 0.06% | +2,487+142.8% | Added |
| Bank of Hawaii | 4,236 | $2.15M | 0.12% | −2,033−32.4% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,285 | $2.18M | 0.06% | +1,015+31.0% | Added |
| Decatur Capital Management, Inc. | 4,289 | $2.18M | 1.13% | +14+0.3% | Added |
| Rodgers Brothers Inc. | 4,315 | $2.19M | 0.29% | −250−5.5% | Reduced |
| Perigon Wealth Management, LLC | 4,317 | $2.19M | 0.06% | −190−4.2% | Reduced |
| Lederer & Associates Investment Counsel | 4,321 | $2.20M | 1.61% | +150+3.6% | Added |
| Anchor Investment Management, LLC | 4,350 | $2.21M | 0.21% | −237−5.2% | Reduced |
| Wedmont Private Capital | 4,758 | $2.21M | 0.11% | +239+5.3% | Added |
| Fifth Third Wealth Advisors LLC | 4,393 | $2.23M | 0.12% | +188+4.5% | Added |
| Great Lakes Retirement, Inc. | 4,394 | $2.23M | 0.29% | −35−0.8% | Reduced |
| Profund Advisors LLC | 4,396 | $2.23M | 0.10% | −270−5.8% | Reduced |
| Peloton Wealth Strategists | 4,400 | $2.24M | 0.93% | +127+3.0% | Added |
| Whitener Capital Management, Inc. | 4,450 | $2.26M | 0.64% | 00.0% | Unchanged |
| National Asset Management, Inc. | 4,459 | $2.27M | 0.07% | +966+27.7% | Added |
| Valeo Financial Advisors, LLC | 4,473 | $2.27M | 0.06% | +29+0.7% | Added |
| NorthRock Partners, LLC | 4,492 | $2.28M | 0.08% | 00.0% | Unchanged |
| Ewing Morris & Co. Investment Partners Ltd. | 3,125 | $2.29M | 0.72% | −200−6.0% | Reduced |
| K.J. Harrison & Partners Inc | 4,529 | $2.30M | 0.45% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 4,512 | $2.30M | 0.06% | +216+5.0% | Added |
| Western Wealth Management, LLC | 4,541 | $2.31M | 0.15% | +463+11.4% | Added |
| B.O.S.S. Retirement Advisors, LLC | 4,544 | $2.31M | 0.67% | −317−6.5% | Reduced |
| Warren Averett Asset Management, LLC | 4,545 | $2.31M | 0.03% | +272+6.4% | Added |
| Evoke Wealth, LLC | 4,548 | $2.31M | 0.06% | +168+3.8% | Added |
| Mission Wealth Management, LP | 4,549 | $2.31M | 0.06% | +191+4.4% | Added |