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 |
|---|---|---|---|---|---|
| Catalyst Financial Partners LLC | 1,340 | $680.9K | 0.13% | +67+5.3% | Added |
| Kathmere Capital Management, LLC | 1,341 | $681.4K | 0.06% | +108+8.8% | Added |
| L2 Asset Management, LLC | 1,352 | $687.0K | 0.14% | +121+9.8% | Added |
| Buttonwood Financial Advisors Inc. | 1,355 | $688.4K | 0.30% | −13−1.0% | Reduced |
| Ferguson Wellman Capital Management, Inc | 1,365 | $693.6K | 0.01% | +185+15.7% | Added |
| Howard Bailey Securities, LLC | 1,369 | $695.6K | 0.23% | −234−14.6% | Reduced |
| Cyrus J. Lawrence, LLC | 1,370 | $696.0K | 2.64% | −20,412−93.7% | Reduced |
| Trust Point Inc. | 1,370 | $696.1K | 0.06% | −96−6.5% | Reduced |
| Oakwell Private Wealth Management, LLC | 1,373 | $697.6K | 0.19% | +1,373 | New |
| Naples Global Advisors, LLC | 1,374 | $698.1K | 0.07% | 00.0% | Unchanged |
| Trueblood Wealth Management, LLC | 1,385 | $703.7K | 0.33% | +188+15.7% | Added |
| Ameliora Wealth Management Ltd. | 1,386 | $704.2K | 0.26% | +60+4.5% | Added |
| EverSource Wealth Advisors, LLC | 1,393 | $707.7K | 0.04% | +264+23.4% | Added |
| Sound Financial Strategies Group, LLC | 1,394 | $708.3K | 0.63% | −414−22.9% | Reduced |
| Waldron Private Wealth LLC | 1,396 | $709.3K | 0.03% | −582−29.4% | Reduced |
| Everett Harris & Co | 1,397 | $709.8K | 0.01% | 00.0% | Unchanged |
| Triglav Skladi, D.O.O. | 1,400 | $711.3K | 0.06% | −570−28.9% | Reduced |
| Readystate Asset Management LP | 1,405 | $713.9K | 0.04% | +649+85.8% | Added |
| Sentry Investment Management LLC | 1,632 | $715.0K | 0.48% | −487−23.0% | Reduced |
| J. W. Coons Advisors, LLC | 1,412 | $717.4K | 0.19% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 1,415 | $718.7K | 0.28% | +35+2.5% | Added |
| Navellier & Associates Inc | 1,426 | $721.4K | 0.10% | 00.0% | Unchanged |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 1,420 | $721.5K | 0.02% | +867+156.8% | Added |
| Stonegate Investment Group, LLC | 1,421 | $722.2K | 0.02% | −50−3.4% | Reduced |
| New Hampshire Trust | 1,422 | $722.5K | 0.17% | −26−1.8% | Reduced |
| Little House Capital LLC | 1,425 | $724.0K | 0.20% | +254+21.7% | Added |
| Oak Harbor Wealth Partners, LLC | 1,428 | $725.6K | 0.21% | −97−6.4% | Reduced |
| Orrstown Financial Services Inc | 1,431 | $727.1K | 0.17% | +122+9.3% | Added |
| LeClair Wealth Partners LLC | 1,436 | $729.6K | 0.53% | −214−13.0% | Reduced |
| HWG Holdings LP | 1,437 | $730.1K | 0.33% | −45−3.0% | Reduced |
| First Affirmative Financial Network | 1,447 | $735.3K | 0.45% | +6+0.4% | Added |
| Bridgefront Capital, LLC | 1,449 | $736.2K | 0.21% | +1,449 | New |
| Mesirow Financial Investment Management, Inc. | 1,453 | $738.4K | 0.01% | +146+11.2% | Added |
| CoreFirst Bank & Trust | 1,455 | $739.3K | 0.48% | 00.0% | Unchanged |
| Alpha Cubed Investments, LLC | 1,462 | $743.0K | 0.03% | −2−0.1% | Reduced |
| BKD Wealth Advisors, LLC | 1,465 | $744.4K | 0.02% | −7−0.5% | Reduced |
| Red Spruce Capital, LLC | 1,466 | $744.9K | 0.35% | −120−7.6% | Reduced |
| AssuredPartners Investment Advisors, LLC | 1,479 | $751.2K | 0.15% | −30−2.0% | Reduced |
| Camden Capital, LLC | 1,480 | $752.1K | 0.08% | +136+10.1% | Added |
| Legacy Capital Wealth Partners, LLC | 1,483 | $753.5K | 0.19% | −217−12.8% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 1,484 | $753.8K | 0.02% | +680+84.6% | Added |
| Fortis Capital Management LLC | 1,486 | $755.0K | 0.15% | −13−0.9% | Reduced |
| Nova R Wealth, Inc. | 1,492 | $757.9K | 0.38% | 00.0% | Unchanged |
| Quotient Wealth Partners, LLC | 1,493 | $758.6K | 0.02% | +63+4.4% | Added |
| Conestoga Capital Advisors, LLC | 1,496 | $760.1K | 0.01% | +20+1.4% | Added |
| Fukoku Mutual Life Insurance Co | 1,497 | $760.6K | 0.06% | 00.0% | Unchanged |
| Board of the Pension Protection Fund | 1,500 | $762.1K | 0.87% | +1,300+650.0% | Added |
| CoreCap Advisors, LLC | 1,502 | $763.3K | 0.03% | +411+37.7% | Added |
| Sageworth Trust Co | 1,504 | $764.2K | 0.05% | +4+0.3% | Added |
| Caldwell Trust Co | 1,511 | $767.7K | 0.08% | +141+10.3% | Added |
| Cynosure Management, LLC | 1,513 | $768.7K | 0.11% | +92+6.5% | Added |
| FineMark National Bank & Trust | 1,516 | $770.3K | 0.03% | −32−2.1% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 1,518 | $771.3K | 0.05% | +1,518 | New |
| Fieldview Capital Management, LLC | 1,521 | $772.8K | 0.11% | +1,521 | New |
| TD Private Client Wealth LLC | 1,524 | $774.3K | 0.02% | −86−5.3% | Reduced |
| Prossimo Advisors, LLC | 1,526 | $775.0K | 0.58% | +1+0.1% | Added |
| Edgestream Partners, L.P. | 1,536 | $780.4K | 0.03% | −193−11.2% | Reduced |
| Spinnaker Trust | 1,537 | $781.0K | 0.05% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 1,549 | $787.0K | 0.10% | −28−1.8% | Reduced |
| Sepio Capital, LP | 1,554 | $789.5K | 0.06% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 1,554 | $789.6K | 0.22% | −46−2.9% | Reduced |
| Hoxton Planning & Management, LLC | 1,566 | $795.7K | 0.30% | +20+1.3% | Added |
| Mutual Advisors, LLC | 1,659 | $796.4K | 0.02% | +169+11.3% | Added |
| Moseley Investment Management Inc | 1,572 | $798.5K | 0.31% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 1,576 | $800.5K | 0.13% | 00.0% | Unchanged |
| Ironwood Investment Counsel, LLC | 1,577 | $801.5K | 0.14% | +25+1.6% | Added |
| Covenant Partners, LLC | 1,581 | $803.3K | 0.26% | −29−1.8% | Reduced |
| My Legacy Advisors, LLC | 1,584 | $804.8K | 0.31% | +55+3.6% | Added |
| Institute for Wealth Management, LLC. | 1,599 | $812.5K | 0.10% | +5+0.3% | Added |
| Beach Investment Counsel Inc | 1,600 | $813.0K | 0.12% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 1,609 | $817.5K | 0.07% | −70−4.2% | Reduced |
| Keel Point, LLC | 1,615 | $820.5K | 0.06% | +101+6.7% | Added |
| Sigma Planning Corp | 1,616 | $821.2K | 0.03% | +188+13.2% | Added |
| Mangrove Partners | 1,622 | $824.1K | 0.09% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 1,631 | $824.8K | 0.03% | +196+13.7% | Added |
| Fiduciary Family Office, LLC | 1,628 | $827.2K | 0.28% | +1,628 | New |
| Stanley-Laman Group, Ltd. | 1,632 | $829.2K | 0.13% | +1,061+185.8% | Added |
| Fullcircle Wealth LLC | 1,730 | $829.3K | 0.34% | +13+0.8% | Added |
| SFM, LLC | 1,633 | $829.6K | 0.61% | +332+25.5% | Added |
| Hancock Whitney Corp | 1,634 | $830.2K | 0.03% | +75+4.8% | Added |
| Alta Advisers Ltd | 1,637 | $831.8K | 0.35% | +600+57.9% | Added |
| Jacobsen Capital Management | 1,643 | $834.8K | 0.36% | +19+1.2% | Added |
| Kingswood Wealth Advisors, LLC | 1,645 | $835.9K | 0.08% | −457−21.7% | Reduced |
| Crestmont Private Wealth LLC | 1,646 | $836.3K | 0.36% | +185+12.7% | Added |
| ICONIQ Capital, LLC | 1,646 | $836.3K | 0.01% | +221+15.5% | Added |
| Convergence Investment Partners, LLC | 1,667 | $846.8K | 0.23% | +1,124+207.0% | Added |
| ERn Financial, LLC | 1,671 | $849.0K | 0.13% | −95−5.4% | Reduced |
| 1248 Management, LLC | 1,674 | $850.6K | 0.36% | +1,674 | New |
| Newbridge Financial Services Group, Inc. | 1,674 | $850.6K | 0.21% | −47−2.7% | Reduced |
| Aprio Wealth Management, LLC | 1,674 | $850.7K | 0.11% | +417+33.2% | Added |
| Coastal Investment Advisors, Inc. | 1,680 | $853.4K | 0.39% | +228+15.7% | Added |
| Arcadia Investment Management Corp | 1,680 | $853.6K | 0.15% | 00.0% | Unchanged |
| Jericho Financial, LLP | 1,691 | $859.1K | 0.62% | −81−4.6% | Reduced |
| WSFS Capital Management, LLC | 1,695 | $861.2K | 0.05% | −2−0.1% | Reduced |
| Fairtree Asset Management (Pty) Ltd | 1,697 | $862.2K | 0.69% | +917+117.6% | Added |
| Fidelis Capital Partners, LLC | 1,799 | $863.5K | 0.09% | −732−28.9% | Reduced |
| Israel Discount Bank of New York | 1,700 | $863.8K | 0.66% | 00.0% | Unchanged |
| Sunflower Bank, N.A. | 1,701 | $864.3K | 0.24% | −7−0.4% | Reduced |
| Waters Parkerson & Co., LLC | 1,709 | $868.3K | 0.05% | 00.0% | Unchanged |
| Forte Capital LLC | 1,710 | $868.6K | 0.10% | −162−8.7% | Reduced |