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 |
|---|---|---|---|---|---|
| Lederer & Associates Investment Counsel | 4,321 | $2.20M | 1.61% | +150+3.6% | Added |
| Perigon Wealth Management, LLC | 4,317 | $2.19M | 0.06% | −190−4.2% | Reduced |
| Rodgers Brothers Inc. | 4,315 | $2.19M | 0.29% | −250−5.5% | Reduced |
| Decatur Capital Management, Inc. | 4,289 | $2.18M | 1.13% | +14+0.3% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,285 | $2.18M | 0.06% | +1,015+31.0% | Added |
| Bank of Hawaii | 4,236 | $2.15M | 0.12% | −2,033−32.4% | Reduced |
| Vestmark Advisory Solutions, Inc. | 4,229 | $2.15M | 0.06% | +2,487+142.8% | Added |
| Leonteq Securities AG | 4,219 | $2.14M | 0.16% | +91+2.2% | Added |
| IMS Capital Management | 4,216 | $2.14M | 1.08% | −50−1.2% | Reduced |
| GAMMA Investing LLC | 4,210 | $2.14M | 0.16% | +708+20.2% | Added |
| Alaethes Wealth LLC | 4,200 | $2.13M | 0.78% | +126+3.1% | Added |
| Smartleaf Asset Management LLC | 4,166 | $2.09M | 0.20% | +496+13.5% | Added |
| Belpointe Asset Management LLC | 4,108 | $2.09M | 0.11% | +48+1.2% | Added |
| Quadcap Wealth Management, LLC | 4,099 | $2.08M | 0.30% | −80−1.9% | Reduced |
| Excalibur Management Corp | 4,081 | $2.07M | 0.82% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 4,080 | $2.07M | 0.04% | −2,353−36.6% | Reduced |
| Parsons Capital Management Inc | 4,075 | $2.07M | 0.11% | −26−0.6% | Reduced |
| Ashford Capital Management Inc | 4,060 | $2.06M | 0.27% | −294−6.8% | Reduced |
| Banco Santander, S.A. | 4,018 | $2.04M | 0.02% | −435−9.8% | Reduced |
| NewEdge Wealth, LLC | 4,012 | $2.04M | 0.04% | +14+0.4% | Added |
| Montag A & Associates Inc | 3,993 | $2.03M | 0.10% | −147−3.6% | Reduced |
| Flagship Harbor Advisors, LLC | 3,988 | $2.03M | 0.11% | +54+1.4% | Added |
| Madison Asset Management, LLC | 3,987 | $2.03M | 0.02% | +11+0.3% | Added |
| First Bank & Trust | 3,965 | $2.01M | 0.39% | −59−1.5% | Reduced |
| Chilton Investment Co LLC | 3,946 | $2.00M | 0.05% | +699+21.5% | Added |
| PFG Investments, LLC | 3,911 | $1.99M | 0.13% | −119−3.0% | Reduced |
| SG Americas Securities, LLC | 3,908 | $1.99M | 0.01% | −5,600−58.9% | Reduced |
| Private Trust Co NA | 3,902 | $1.98M | 0.20% | +147+3.9% | Added |
| WealthPLAN Partners, LLC | 3,883 | $1.97M | 0.28% | +73+1.9% | Added |
| Silverlake Wealth Management LLC | 3,847 | $1.95M | 0.75% | +2+0.1% | Added |
| VestGen Advisors, LLC | 3,819 | $1.94M | 0.09% | +3,819 | New |
| Guyasuta Investment Advisors Inc | 3,809 | $1.94M | 0.13% | −14−0.4% | Reduced |
| Hamilton Point Investment Advisors, LLC | 3,808 | $1.93M | 0.35% | 00.0% | Unchanged |
| CapitalatWork S.A. | 3,800 | $1.93M | 0.06% | −4,450−53.9% | Reduced |
| BKM Wealth Management, LLC | 3,768 | $1.91M | 0.79% | +504+15.4% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 3,756 | $1.91M | 0.00% | −171,845−97.9% | Reduced |
| Westpac Banking Corp | 3,722 | $1.89M | 0.14% | −826−18.2% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 3,705 | $1.88M | 0.10% | +40+1.1% | Added |
| Cozad Asset Management Inc | 3,700 | $1.88M | 0.19% | −210−5.4% | 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 |
| CenterBook Partners LP | 3,669 | $1.86M | 0.12% | −172−4.5% | Reduced |
| Trust Asset Management LLC | 3,668 | $1.86M | 0.15% | −157−4.1% | Reduced |
| Quadrature Capital Ltd | 3,609 | $1.83M | 0.04% | −20,763−85.2% | Reduced |
| AXS Investments LLC | 3,597 | $1.83M | 0.51% | −117−3.2% | Reduced |
| Platform Technology Partners | 3,591 | $1.82M | 0.53% | +82+2.3% | Added |
| Lazard Freres Gestion S.A.S. | 3,575 | $1.82M | 0.04% | +270+8.2% | Added |
| Barden Capital Management, Inc. | 3,538 | $1.80M | 1.60% | +40+1.1% | Added |
| GeoWealth Management, LLC | 3,538 | $1.80M | 0.07% | −1,057−23.0% | Reduced |
| Procyon Private Wealth Partners, LLC | 3,536 | $1.80M | 0.11% | +370+11.7% | Added |
| Principal Securities, Inc. | 3,607 | $1.80M | 0.04% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 3,520 | $1.79M | 1.40% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 3,494 | $1.78M | 0.17% | +1,432+69.4% | Added |
| Tealwood Asset Management Inc | 3,488 | $1.77M | 0.82% | −41−1.2% | Reduced |
| M&G Plc | 3,487 | $1.77M | 0.01% | −123−3.4% | Reduced |
| Arkadios Wealth Advisors | 3,456 | $1.76M | 0.07% | +1,357+64.6% | Added |
| Aaron Wealth Advisors | 3,430 | $1.74M | 0.20% | +209+6.5% | Added |
| RMR Wealth Builders | 3,429 | $1.74M | 0.18% | +369+12.1% | Added |
| LVW Advisors, LLC | 3,422 | $1.74M | 0.21% | +235+7.4% | Added |
| Algert Global LLC | 3,420 | $1.74M | 0.04% | +240+7.5% | Added |
| Davis R M Inc | 3,418 | $1.74M | 0.03% | −12−0.3% | Reduced |
| Dorsey & Whitney Trust CO LLC | 3,389 | $1.72M | 0.10% | −202−5.6% | Reduced |
| Caliber Wealth Management, LLC | 3,382 | $1.72M | 0.23% | +3,382 | New |
| Channing Global Advisors, LLC | 3,379 | $1.72M | 1.17% | +10+0.3% | Added |
| Synovus Financial Corp | 3,371 | $1.71M | 0.02% | −6,765−66.7% | Reduced |
| United Asset Strategies, Inc. | 3,345 | $1.70M | 0.16% | +143+4.5% | 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 |
| Skopos Labs, Inc. | 3,308 | $1.68M | 0.36% | +751+29.4% | Added |
| Evercore Wealth Management, LLC | 3,279 | $1.67M | 0.03% | −325−9.0% | Reduced |
| Wealth Alliance | 3,269 | $1.66M | 0.20% | −48−1.4% | Reduced |
| Asset Advisors Investment Management, LLC | 3,266 | $1.66M | 0.17% | +3,266 | New |
| Meyer Handelman Co | 3,255 | $1.65M | 0.06% | −375−10.3% | Reduced |
| Harbert Fund Advisors, Inc. | 3,250 | $1.65M | 1.92% | 00.0% | Unchanged |
| Fort Point Capital Partners LLC | 3,244 | $1.65M | 0.18% | −135−4.0% | Reduced |
| Penserra Capital Management LLC | 3,245 | $1.65M | 0.03% | +974+42.9% | Added |
| Brighton Jones LLC | 3,238 | $1.65M | 0.05% | +62+2.0% | Added |
| HBK Sorce Advisory LLC | 3,228 | $1.64M | 0.05% | −42−1.3% | Reduced |
| Old National Bancorp | 3,224 | $1.64M | 0.04% | +52+1.6% | Added |
| Quintet Private Bank (Europe) S.A. | 3,199 | $1.63M | 0.10% | +176+5.8% | Added |
| Commerzbank Aktiengesellschaft | 3,181 | $1.62M | 0.04% | +322+11.3% | Added |
| Syon Capital LLC | 3,152 | $1.60M | 0.13% | +447+16.5% | Added |
| Boston Trust Walden Corp | 3,152 | $1.60M | 0.01% | −7−0.2% | Reduced |
| Citrine Capital LLC | 3,151 | $1.60M | 1.00% | 00.0% | Unchanged |
| Nicholson Wealth Management Group, LLC | 3,149 | $1.60M | 1.05% | +201+6.8% | Added |
| Cigna Investments Inc | 3,147 | $1.60M | 0.30% | −60−1.9% | Reduced |
| Mount Yale Investment Advisors, LLC | 3,140 | $1.60M | 0.14% | −398−11.2% | Reduced |
| Thomasville National Bank | 3,138 | $1.59M | 0.12% | +17+0.5% | Added |
| Reynders McVeigh Capital Management, LLC | 3,102 | $1.58M | 0.09% | −313−9.2% | Reduced |
| Cornercap Investment Counsel Inc | 3,097 | $1.57M | 0.82% | −40−1.3% | Reduced |
| Checchi Capital Advisers, LLC | 3,087 | $1.57M | 0.11% | +49+1.6% | Added |
| AIMZ Investment Advisors, LLC | 3,056 | $1.55M | 0.54% | −25−0.8% | Reduced |
| Canandaigua National Bank & Trust Co | 3,044 | $1.55M | 0.15% | −20−0.7% | Reduced |
| SBI Securities Co., Ltd. | 3,038 | $1.54M | 0.05% | −266−8.1% | Reduced |
| BancorpSouth Bank | 3,025 | $1.54M | 0.11% | −28−0.9% | Reduced |
| WoodTrust Financial Corp | 3,024 | $1.54M | 0.22% | −10−0.3% | Reduced |
| Nations Financial Group Inc, | 3,021 | $1.53M | 0.12% | −901−23.0% | Reduced |
| American Trust | 3,013 | $1.53M | 0.38% | +401+15.4% | Added |
| Citizens Financial Group Inc | 3,004 | $1.53M | 0.03% | +219+7.9% | Added |