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 |
|---|---|---|---|---|---|
| Crux Wealth Advisors | 647 | $328.6K | 0.17% | −361−35.8% | Reduced |
| 180 Wealth Advisors, LLC | 649 | $329.8K | 0.05% | −39−5.7% | Reduced |
| Impact Investors, Inc | 650 | $330.2K | 0.26% | −9−1.4% | Reduced |
| University of Chicago | 650 | $330.3K | 0.50% | +650 | New |
| David R. Rahn & Associates Inc. | 652 | $331.3K | 0.10% | 00.0% | Unchanged |
| Fortem Financial Group, LLC | 652 | $331.3K | 0.13% | +652 | New |
| Pasadena Private Wealth, LLC | 653 | $331.8K | 0.06% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 653 | $331.8K | 0.08% | 00.0% | Unchanged |
| Huntleigh Advisors, Inc. | 653 | $331.9K | 0.06% | −103−13.6% | Reduced |
| Personal Cfo Solutions, LLC | 654 | $332.3K | 0.07% | −20−3.0% | Reduced |
| Byrne Asset Management LLC | – | $332.3K | 0.25% | – | – |
| Stegent Equity Advisors, Inc. | 659 | $334.8K | 0.34% | +20+3.1% | Added |
| Liberty One Investment Management, LLC | 663 | $336.9K | 0.03% | +53+8.7% | Added |
| TrueWealth Advisors, LLC | 664 | $337.6K | 0.11% | +664 | New |
| Community Bank, N.A. | 666 | $338.4K | 0.05% | −285−30.0% | Reduced |
| Stablepoint Partners, LLC | 666 | $338.4K | 0.06% | 00.0% | Unchanged |
| Larson Financial Group LLC | 670 | $340.5K | 0.02% | +442+193.9% | Added |
| Capital Planning Advisors, LLC | 672 | $341.4K | 0.05% | +2+0.3% | Added |
| Veracity Capital LLC | 672 | $341.7K | 0.13% | −2−0.3% | Reduced |
| ISAM Funds (UK) Ltd | 673 | $342.0K | 0.17% | +673 | New |
| Impact Capital Partners LLC | 677 | $344.0K | 0.12% | +33+5.1% | Added |
| Eclectic Associates Inc | 678 | $344.5K | 0.09% | −24−3.4% | Reduced |
| C M Bidwell & Associates Ltd | 681 | $346.0K | 0.21% | −18−2.6% | Reduced |
| Covestor Ltd | 682 | $347.0K | 0.23% | +32+4.9% | Added |
| Great Diamond Partners, LLC | 688 | $349.6K | 0.10% | −184−21.1% | Reduced |
| Wealthspire Advisors, LLC | 688 | $349.7K | 0.00% | −80−10.4% | Reduced |
| Meadow Creek Wealth Advisors LLC | 691 | $351.1K | 0.26% | −3−0.4% | Reduced |
| Boit C F David | 700 | $355.7K | 0.18% | 00.0% | Unchanged |
| Bristol Gate Capital Partners Inc. | 700 | $355.7K | 0.02% | 00.0% | Unchanged |
| Peak Planning Group, LLC | 701 | $356.1K | 0.15% | −5−0.7% | Reduced |
| Clayton Financial Group LLC | 701 | $356.2K | 0.13% | −81−10.4% | Reduced |
| Traveka Wealth, LLC | 702 | $356.6K | 0.20% | −49−6.5% | Reduced |
| Wealth Architects, LLC | 702 | $356.7K | 0.04% | +23+3.4% | Added |
| Simmons Bank | 703 | $357.2K | 0.03% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 704 | $357.7K | 0.03% | +70+11.0% | Added |
| Anchor Capital Advisors LLC | 704 | $357.7K | 0.01% | −15−2.1% | Reduced |
| Ariadne Wealth Management, LP | 705 | $357.9K | 0.19% | +145+25.9% | Added |
| LVM Capital Management Ltd | 707 | $359.0K | 0.04% | 00.0% | Unchanged |
| Northwest Bancshares, Inc. | 709 | $360.2K | 0.07% | 00.0% | Unchanged |
| Sculati Wealth Management, LLC | 709 | $360.2K | 0.15% | 00.0% | Unchanged |
| Ascent Wealth Partners, LLC | 710 | $360.8K | 0.05% | +96+15.6% | Added |
| Philadelphia Trust Co | 711 | $361.0K | 0.03% | 00.0% | Unchanged |
| Bank of Stockton | 713 | $362.3K | 0.12% | −35−4.7% | Reduced |
| AG Asset Advisory, LLC | 714 | $362.8K | 0.37% | 00.0% | Unchanged |
| Samalin Investment Counsel, LLC | 715 | $363.6K | 0.15% | −57−7.4% | Reduced |
| Beck Mack & Oliver LLC | 716 | $363.8K | 0.01% | −75−9.5% | Reduced |
| Attessa Capital LLC | 716 | $363.8K | 0.24% | −41−5.4% | Reduced |
| Wealthcare Advisory Partners LLC | 721 | $366.2K | 0.01% | +15+2.1% | Added |
| MGB Wealth Management, LLC | 721 | $366.3K | 0.13% | +220+43.9% | Added |
| Quantessence Capital LLC | 725 | $368.4K | 0.09% | −3,343−82.2% | Reduced |
| Counterpoint Mutual Funds LLC | 726 | $368.9K | 0.05% | +726 | New |
| Optimize Financial Inc | 727 | $369.4K | 0.14% | +73+11.2% | Added |
| GenTrust, LLC | 728 | $369.9K | 0.02% | +39+5.7% | Added |
| ArrowMark Colorado Holdings LLC | 731 | $371.4K | 0.01% | 00.0% | Unchanged |
| Diversified Enterprises, LLC | 733 | $372.5K | 0.03% | +733 | New |
| MJP Associates Inc | 734 | $372.7K | 0.07% | +33+4.7% | Added |
| Sound View Wealth Advisors Group, LLC | 735 | $373.7K | 0.03% | +230+45.5% | Added |
| J.W. Cole Advisors, Inc. | 738 | $375.1K | 0.01% | +289+64.4% | Added |
| Peterson Wealth Services | 739 | $375.5K | 0.12% | +3+0.4% | Added |
| Mill Creek Capital Advisors, LLC | 741 | $376.5K | 0.01% | −8−1.1% | Reduced |
| Gainplan LLC | 746 | $379.0K | 0.25% | −12−1.6% | Reduced |
| Financial Network Wealth Management LLC | 749 | $380.0K | 0.13% | −142−15.9% | Reduced |
| Strategy Asset Managers LLC | 749 | $380.4K | 0.08% | −24−3.1% | Reduced |
| Permanent Capital Management, LP | 749 | $380.6K | 0.11% | +238+46.6% | Added |
| Violich Capital Management, Inc. | 750 | $381.0K | 0.05% | 00.0% | Unchanged |
| Somerset Group LLC | 750 | $381.1K | 0.35% | 00.0% | Unchanged |
| City State Bank | 751 | $381.6K | 0.13% | 00.0% | Unchanged |
| Mattern Wealth Management LLC | 752 | $381.9K | 0.08% | −522−41.0% | Reduced |
| LB Partners LLC | 750 | $382.3K | 0.28% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 754 | $382.9K | 0.03% | −151−16.7% | Reduced |
| Cidel Asset Management Inc | 754 | $383.1K | 0.03% | 00.0% | Unchanged |
| Diversified Trust Co | 756 | $384.1K | 0.01% | −352−31.8% | Reduced |
| Reuter James Wealth Management, LLC | 758 | $385.1K | 0.07% | −14−1.8% | Reduced |
| Caxton Associates LLP | 760 | $386.2K | 0.01% | +760 | New |
| Integrated Investment Consultants, LLC | 762 | $387.2K | 0.08% | +21+2.8% | Added |
| Lafayette Investments, Inc. | 767 | $389.7K | 0.08% | +99+14.8% | Added |
| Biltmore Family Office, LLC | 768 | $390.2K | 0.07% | −35−4.4% | Reduced |
| Consolidated Portfolio Review Corp | 774 | $393.1K | 0.06% | 00.0% | Unchanged |
| denkapparat Operations GmbH | 774 | $393.3K | 0.42% | +774 | New |
| Advisor OS, LLC | 775 | $393.6K | 0.04% | +9+1.2% | Added |
| Goldstone Financial Group, LLC | 775 | $393.9K | 0.06% | +214+38.1% | Added |
| Cobblestone Capital Advisors LLC | 777 | $394.8K | 0.02% | +326+72.3% | Added |
| Shufro Rose & Co LLC | 780 | $396.3K | 0.03% | 00.0% | Unchanged |
| Arthur M. Cohen & Associates, LLC | 787 | $399.9K | 0.08% | 00.0% | Unchanged |
| New Century Financial Group, LLC | 787 | $399.9K | 0.46% | −3−0.4% | Reduced |
| Concord Asset Management, LLC | 852 | $400.8K | 0.09% | +173+25.5% | Added |
| Cache Advisors, LLC | 789 | $400.9K | 0.15% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 794 | $403.4K | 0.06% | +102+14.7% | Added |
| Burford Brothers, Inc. | 794 | $403.5K | 0.20% | +22+2.8% | Added |
| Pekin Hardy Strauss, Inc. | 797 | $405.0K | 0.05% | 00.0% | Unchanged |
| Waddell & Associates, LLC | 797 | $405.0K | 0.05% | 00.0% | Unchanged |
| Savvy Advisors, Inc. | 798 | $405.5K | 0.04% | +285+55.6% | Added |
| Dempze Nancy E | 800 | $406.5K | 0.24% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 795 | $408.7K | 0.02% | −43−5.1% | Reduced |
| Destination Wealth Management | 805 | $409.0K | 0.01% | +56+7.5% | Added |
| Riverwater Partners LLC | 806 | $409.5K | 0.21% | −131−14.0% | Reduced |
| CVA Family Office, LLC | 806 | $409.5K | 0.06% | +60+8.0% | Added |
| Hartford Funds Management Co LLC | 807 | $410.0K | 0.04% | −28−3.4% | Reduced |
| Legato Capital Management LLC | 808 | $410.5K | 0.06% | 00.0% | Unchanged |
| Busey Wealth Management | 808 | $410.5K | 0.01% | +69+9.3% | Added |