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 |
|---|---|---|---|---|---|
| OneAscent Family Office, LLC | 425 | $216.0K | 0.20% | +425 | New |
| Greenspring Advisors, LLC | 430 | $218.5K | 0.05% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 431 | $218.8K | 0.02% | −43−9.1% | Reduced |
| Stewardship Advisors, LLC | 432 | $219.5K | 0.06% | +432 | New |
| Perennial Investment Advisors, LLC | 432 | $219.6K | 0.02% | +29+7.2% | Added |
| Keyes, Stange & Wooten Wealth Management, LLC | 434 | $220.5K | 0.13% | −5−1.1% | Reduced |
| San Luis Wealth Advisors LLC | 434 | $221.0K | 0.05% | −4−0.9% | Reduced |
| Wetzel Investment Advisors, Inc. | 435 | $221.1K | 0.11% | −63−12.7% | Reduced |
| Kames Capital plc | 436 | $221.6K | 0.00% | +405+1,306.5% | Added |
| Beese Fulmer Investment Management, Inc. | 439 | $223.1K | 0.02% | +21+5.0% | Added |
| Flywheel Private Wealth LLC | 440 | $223.6K | 0.20% | 00.0% | Unchanged |
| Seven Mile Advisory | 442 | $224.6K | 0.15% | +442 | New |
| General Partner, Inc. | 443 | $225.1K | 0.15% | 00.0% | Unchanged |
| Sovran Advisors, LLC | 487 | $225.4K | 0.03% | +487 | New |
| Moody National Bank Trust Division | 444 | $225.6K | 0.02% | 00.0% | Unchanged |
| Longboard Asset Management, LP | 445 | $226.1K | 0.66% | 00.0% | Unchanged |
| Park Edge Advisors, LLC | 446 | $226.6K | 0.06% | −656−59.5% | Reduced |
| Y.D. More Investments Ltd | 447 | $227.1K | 0.02% | +55+14.0% | Added |
| Nalls Sherbakoff Group, LLC | 447 | $227.1K | 0.18% | +447 | New |
| Tandem Capital Management Corp | 449 | $228.1K | 0.13% | −8−1.8% | Reduced |
| Systematic Alpha Investments, LLC | 452 | $229.7K | 0.01% | 00.0% | Unchanged |
| Hutchens & Kramer Investment Management Group, LLC | 453 | $230.2K | 0.13% | +453 | New |
| Hill Investment Group Partners, LLC | 455 | $231.2K | 0.03% | −71−13.5% | Reduced |
| Deseret Mutual Benefit Administrators | 455 | $231.2K | 0.11% | +122+36.6% | Added |
| IFC Advisors LLC | 455 | $231.2K | 0.05% | +455 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 455 | $231.2K | 0.01% | −10−2.2% | Reduced |
| Copperwynd Financial, LLC | 455 | $231.2K | 0.06% | −14−3.0% | Reduced |
| LVZ Advisors, Inc. | 456 | $231.7K | 0.03% | 00.0% | Unchanged |
| Montecito Bank & Trust | 457 | $232.2K | 0.04% | −40−8.0% | Reduced |
| Ashton Thomas Securities, LLC | 457 | $232.2K | 0.06% | 00.0% | Unchanged |
| Legacy Solutions, LLC | 459 | $233.3K | 0.26% | +16+3.6% | Added |
| Walkner Condon Financial Advisors LLC | 460 | $233.7K | 0.05% | +38+9.0% | Added |
| D.B. Root & Company, LLC | 461 | $234.2K | 0.08% | −56−10.8% | Reduced |
| Millstone Evans Group, LLC | 461 | $234.5K | 0.16% | 00.0% | Unchanged |
| Laffer Tengler Investments | 462 | $234.7K | 0.05% | 00.0% | Unchanged |
| Grant/GrossMendelsohn, LLC | 490 | $234.9K | 0.13% | 00.0% | Unchanged |
| Lake Street Financial LLC | 463 | $235.3K | 0.04% | +50+12.1% | Added |
| Wynn Capital, LLC | 464 | $235.8K | 0.14% | 00.0% | Unchanged |
| Novak & Powell Financial Services, Inc. | 466 | $236.5K | 0.15% | 00.0% | Unchanged |
| Yukon Wealth Management, Inc. | 466 | $236.8K | 0.10% | +466 | New |
| SRN Advisors, LLC | 468 | $237.8K | 0.27% | 00.0% | Unchanged |
| Wealth Advisory Solutions, LLC | 468 | $237.8K | 0.06% | +468 | New |
| Venture Visionary Partners LLC | 469 | $238.3K | 0.01% | −35−6.9% | Reduced |
| OneAscent Investment Solutions LLC | 470 | $239.0K | 0.28% | +470 | New |
| RBA Wealth Management, LLC | 471 | $239.2K | 0.09% | −10,247−95.6% | Reduced |
| Darwin Advisors, LLC | 481 | $239.8K | 0.08% | 00.0% | Unchanged |
| West Bancorporation Inc | 472 | $239.8K | 0.16% | −4−0.8% | Reduced |
| Up Strategic Wealth Investment Advisors LLC | 473 | $240.3K | 0.21% | +473 | New |
| SCS Capital Management LLC | 473 | $240.4K | 0.00% | +473 | New |
| Avidian Wealth Solutions, LLC | 474 | $240.8K | 0.01% | −3−0.6% | Reduced |
| Vista Cima Wealth Management LLC | 474 | $240.8K | 0.26% | −19−3.9% | Reduced |
| Kondo Wealth Advisors, Inc. | 475 | $241.3K | 0.12% | +3+0.6% | Added |
| Victory Financial Group, LLC | 478 | $242.9K | 0.05% | +478 | New |
| Single Point Partners, LLC | 477 | $243.0K | 0.06% | +17+3.7% | Added |
| Ruggaard & Associates LLC | 480 | $243.9K | 0.11% | +5+1.1% | Added |
| Stephens Investment Management Group LLC | 482 | $244.9K | 0.00% | 00.0% | Unchanged |
| Dana Investment Advisors, Inc. | 485 | $246.4K | 0.01% | −114−19.0% | Reduced |
| Gitterman Wealth Management, LLC | 485 | $246.6K | 0.07% | +2+0.4% | Added |
| HBW Advisory Services LLC | 486 | $246.9K | 0.04% | +13+2.7% | Added |
| Hengehold Capital Management LLC | 486 | $247.0K | 0.02% | 00.0% | Unchanged |
| Aspiriant, LLC | 487 | $247.4K | 0.01% | −3−0.6% | Reduced |
| Key Financial Inc | 487 | $247.4K | 0.05% | 00.0% | Unchanged |
| Security National Bank of So Dak | 487 | $247.4K | 0.14% | +53+12.2% | Added |
| Smith Anglin Financial, LLC | 490 | $248.7K | 0.03% | −23−4.5% | Reduced |
| Portland Global Advisors LLC | 490 | $249.0K | 0.03% | 00.0% | Unchanged |
| Rothschild Capital Partners, LLC | 490 | $249.0K | 0.07% | 00.0% | Unchanged |
| Braun-Bostich & Associates Inc. | 491 | $249.5K | 0.18% | +44+9.8% | Added |
| Acorns Advisers, LLC | 492 | $250.0K | 0.00% | +80+19.4% | Added |
| Nicolet Bankshares Inc | 495 | $251.5K | 0.05% | 00.0% | Unchanged |
| Revolve Wealth Partners, LLC | 496 | $252.0K | 0.04% | +39+8.5% | Added |
| Canopy Partners, LLC | 497 | $252.5K | 0.10% | −223−31.0% | Reduced |
| LSV Asset Management | 500 | $254.0K | 0.00% | 00.0% | Unchanged |
| Aurora Private Wealth, Inc. | 500 | $254.0K | 0.20% | 00.0% | Unchanged |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 500 | $254.1K | 0.00% | −571−53.3% | Reduced |
| Eagle Wealth Strategies LLC | 500 | $254.1K | 0.16% | −3−0.6% | Reduced |
| Marco Investment Management LLC | 500 | $254.1K | 0.02% | 00.0% | Unchanged |
| Legacy Wealth Management, LLC | 500 | $254.1K | 0.08% | 00.0% | Unchanged |
| Cooper Financial Group | 500 | $254.1K | 0.03% | +500 | New |
| Gerber Kawasaki Wealth & Investment Management | 501 | $254.7K | 0.01% | +9+1.8% | Added |
| Traphagen Investment Advisors LLC | 502 | $255.1K | 0.03% | 00.0% | Unchanged |
| Claret Asset Management Corp | – | $256.0K | 0.04% | – | – |
| SFMG, LLC | 504 | $256.0K | 0.02% | −41−7.5% | Reduced |
| GGM Financials LLC | 507 | $257.7K | 0.18% | +1+0.2% | Added |
| Warwick Investment Management, Inc. | 509 | $258.5K | 0.05% | +96+23.2% | Added |
| Brookstone Capital Management | 509 | $258.9K | 0.00% | −37−6.8% | Reduced |
| Aspire Growth Partners LLC | 515 | $260.7K | 0.23% | +90+21.2% | Added |
| Aviso Wealth Management | 513 | $260.8K | 0.14% | −12−2.3% | Reduced |
| MONECO Advisors, LLC | 514 | $261.0K | 0.03% | −1−0.2% | Reduced |
| Hexagon Capital Partners LLC | 514 | $261.2K | 0.05% | +167+48.1% | Added |
| McDaniel Terry & Co | 515 | $262.0K | 0.02% | 00.0% | Unchanged |
| Sunpointe, LLC | 516 | $262.0K | 0.14% | +44+9.3% | Added |
| Enterprise Financial Services Corp | 516 | $262.2K | 0.16% | +10+2.0% | Added |
| Philip James Wealth Mangement, LLC | 517 | $262.7K | 0.03% | +517 | New |
| Delta Investment Management, LLC | 518 | $263.4K | 0.05% | +29+5.9% | Added |
| Avantra Family Wealth, Inc. | 519 | $263.7K | 0.25% | −127−19.7% | Reduced |
| Financial Perspectives, Inc | 506 | $263.9K | 0.09% | −13−2.5% | Reduced |
| Five Oceans Advisors | 520 | $264.2K | 0.13% | +3+0.6% | Added |
| Trust Co of Toledo NA | 521 | $264.7K | 0.04% | 00.0% | Unchanged |
| Bragg Financial Advisors, Inc | 521 | $264.7K | 0.01% | +16+3.2% | Added |
| Dumont & Blake Investment Advisors LLC | 523 | $265.7K | 0.07% | −42−7.4% | Reduced |