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 |
|---|---|---|---|---|---|
| Coastline Trust Co | 30 | $15.2K | 0.00% | −2−6.3% | Reduced |
| Legacy Wealth Managment, LLC | 30 | $15.2K | 0.01% | 00.0% | Unchanged |
| High Note Wealth, LLC | 32 | $16.3K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 35 | $17.8K | 0.00% | +35 | New |
| Glass Jacobson Investment Advisors llc | 36 | $17.9K | 0.01% | 00.0% | Unchanged |
| Battery Global Advisors, LLC | 36 | $18.4K | 0.01% | 00.0% | Unchanged |
| Investors Research Corp | 37 | $18.8K | 0.00% | +37 | New |
| Washington Trust Advisors, Inc. | 38 | $19.3K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 39 | $19.8K | 0.01% | +33+550.0% | Added |
| PrairieView Partners, LLC | 41 | $20.0K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 41 | $20.8K | 0.00% | 00.0% | Unchanged |
| Atala Financial Inc | 41 | $20.8K | 0.02% | 00.0% | Unchanged |
| Centricity Wealth Management, LLC | 41 | $20.8K | 0.02% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 41 | $20.8K | 0.01% | +6+17.1% | Added |
| BFSG, LLC | 42 | $21.3K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 42 | $21.5K | 0.01% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 43 | $21.8K | 0.01% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 48 | $24.4K | 0.05% | 00.0% | Unchanged |
| Costello Asset Management, INC | 51 | $25.9K | 0.01% | +51 | New |
| Cheviot Value Management, LLC | 52 | $26.3K | 0.00% | +52 | New |
| Pacifica Partners Inc. | 55 | $26.9K | 0.01% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 54 | $27.2K | 0.01% | +10+22.7% | Added |
| Clarity Asset Management, Inc. | 54 | $27.5K | 0.02% | −38−41.3% | Reduced |
| Beacon Capital Management, LLC | 54 | $27.5K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 55 | $27.9K | 0.01% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 56 | $28.5K | 0.02% | +56 | New |
| Sachetta, LLC | 58 | $29.5K | 0.01% | −5−7.9% | Reduced |
| Noble Wealth Management PBC | 59 | $30.0K | 0.02% | −4−6.3% | Reduced |
| Private Wealth Management Group, LLC | 59 | $30.0K | 0.01% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 60 | $30.5K | 0.01% | −124−67.4% | Reduced |
| CBIZ Investment Advisory Services, LLC | 61 | $31.0K | 0.00% | +31+103.3% | Added |
| Creative Financial Designs Inc | 61 | $31.0K | 0.00% | −10−14.1% | Reduced |
| eCIO, Inc. | 62 | $31.5K | 0.01% | +62 | New |
| Park Square Financial Group, LLC | 63 | $32.0K | 0.03% | −115−64.6% | Reduced |
| Marshall & Sterling Wealth Advisors Inc. | 63 | $32.0K | 0.02% | +63 | New |
| Armstrong Advisory Group, Inc | 65 | $32.4K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 64 | $32.5K | 0.01% | +1+1.6% | Added |
| Alpine Bank Wealth Management | 65 | $33.0K | 0.01% | +65 | New |
| Activest Wealth Management | 67 | $34.0K | 0.01% | +65+3,250.0% | Added |
| Nova Wealth Management, Inc. | 68 | $34.6K | 0.03% | +18+36.0% | Added |
| Hazlett, Burt & Watson, Inc. | 67 | $35.0K | 0.02% | 00.0% | Unchanged |
| Abound Wealth Management | 70 | $35.7K | 0.01% | 00.0% | Unchanged |
| Resources Management Corp | 70 | $36.0K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 71 | $36.1K | 0.00% | −4−5.3% | Reduced |
| Sound Income Strategies, LLC | 72 | $36.5K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 73 | $37.1K | 0.02% | −1−1.4% | Reduced |
| BankPlus Trust Department | 74 | $37.6K | 0.01% | −7−8.6% | Reduced |
| Glen Eagle Advisors, LLC | 75 | $38.1K | 0.01% | −54−41.9% | Reduced |
| Ridgewood Investments LLC | 80 | $40.6K | 0.02% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 80 | $40.8K | 0.02% | −6−7.0% | Reduced |
| Ogorek Anthony Joseph | 88 | $44.0K | 0.01% | +88 | New |
| Lavaca Capital LLC | 87 | $44.2K | 0.02% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 87 | $44.2K | 0.01% | 00.0% | Unchanged |
| Clal Insurance Enterprises Holdings Ltd | 88 | $45.0K | 0.00% | +68+340.0% | Added |
| Fortis Group Advisors, LLC | 90 | $45.7K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 93 | $47.1K | 0.01% | +1+1.1% | Added |
| West Branch Capital LLC | 95 | $48.3K | 0.02% | −5−5.0% | Reduced |
| GPS Wealth Strategies Group, LLC | 95 | $48.3K | 0.01% | 00.0% | Unchanged |
| Pingora Partners LLC | 95 | $48.3K | 0.04% | 00.0% | Unchanged |
| S&T Bank | 96 | $48.8K | 0.02% | +13+15.7% | Added |
| Truvestments Capital LLC | 97 | $49.3K | 0.01% | +83+592.9% | Added |
| Golden State Wealth Management, LLC | 97 | $49.4K | 0.01% | −1−1.0% | Reduced |
| Kathleen S. Wright Associates Inc. | 100 | $50.3K | 0.02% | 00.0% | Unchanged |
| Centennial Bank | 100 | $50.8K | 0.02% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 100 | $51.0K | 0.03% | 00.0% | Unchanged |
| LRI Investments, LLC | 17,517 | $51.2K | 0.00% | +29+0.2% | Added |
| Bangor Savings Bank | 103 | $52.4K | 0.00% | −4−3.7% | Reduced |
| Sunbelt Securities, Inc. | 104 | $52.6K | 0.00% | −855−89.2% | Reduced |
| New Millennium Group LLC | 104 | $52.8K | 0.03% | 00.0% | Unchanged |
| Riverview Trust Co | 105 | $53.4K | 0.05% | −6−5.4% | Reduced |
| FSA Wealth Management LLC | 105 | $53.4K | 0.02% | 00.0% | Unchanged |
| NVWM, LLC | 107 | $54.4K | 0.01% | +100+1,428.6% | Added |
| DAGCO, Inc. | 107 | $54.4K | 0.02% | +107 | New |
| Anfield Capital Management, LLC | 108 | $54.9K | 0.02% | 00.0% | Unchanged |
| Kiker Wealth Management, LLC | 109 | $55.4K | 0.04% | +109 | New |
| Disciplina Capital Management LLC | 109 | $55.5K | 0.01% | −86−44.1% | Reduced |
| Geo Capital Gestora de Recursos Ltd | 110 | $56.0K | 0.08% | −7−6.0% | Reduced |
| Hollencrest Capital Management | 111 | $56.4K | 0.00% | −82−42.5% | Reduced |
| Grayhawk Investment Strategies Inc. | 114 | $57.9K | 0.13% | 00.0% | Unchanged |
| Valley National Advisers Inc | 117 | $58.0K | 0.01% | +81+225.0% | Added |
| Atlantic Trust, LLC | 118 | $60.0K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 122 | $62.1K | 0.00% | −10−7.6% | Reduced |
| Frazier Financial Advisors, LLC | 123 | $62.6K | 0.05% | +50+68.5% | Added |
| Mechanics Financial Corp | 125 | $63.5K | 0.03% | +125 | New |
| Saudi Central Bank | 125 | $63.5K | 0.34% | +125 | New |
| Fortitude Family Office, LLC | 127 | $64.5K | 0.02% | −32−20.1% | Reduced |
| DT Investment Partners, LLC | 129 | $65.5K | 0.01% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 130 | $66.1K | 0.03% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 130 | $66.1K | 0.02% | +1+0.8% | Added |
| Avion Wealth | 136 | $67.0K | 0.02% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 134 | $68.1K | 0.02% | −11−7.6% | Reduced |
| NewSquare Capital LLC | 135 | $68.6K | 0.01% | +121+864.3% | Added |
| Pension & Wealth Management Advisors, Inc. | 136 | $69.5K | 0.03% | +22+19.3% | Added |
| Archer Investment Corp | 141 | $71.5K | 0.02% | +13+10.2% | Added |
| Indiana Trust & Investment Management CO | 145 | $73.7K | 0.03% | 00.0% | Unchanged |
| Clean Yield Group | 146 | $74.2K | 0.02% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 150 | $76.2K | 0.00% | −259−63.3% | Reduced |
| Albion Financial Group | 150 | $76.2K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 153 | $77.7K | 0.01% | −10−6.1% | Reduced |
| Atticus Wealth Management, LLC | 154 | $78.2K | 0.03% | 00.0% | Unchanged |