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
- 2,081
- +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
- 765 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 |
|---|---|---|---|---|---|
| Ellevest, Inc. | 2,995 | $1.52M | 0.10% | −50−1.6% | Reduced |
| Souders Financial Advisors | 2,994 | $1.52M | 0.21% | −259−8.0% | Reduced |
| Forum Financial Management, LP | 2,978 | $1.51M | 0.03% | −6−0.2% | Reduced |
| Absoluto Partners Gestao de Recursos Ltda | 2,975 | $1.51M | 1.37% | −1,165−28.1% | Reduced |
| GM Advisory Group, Inc. | 2,973 | $1.51M | 0.08% | +50+1.7% | Added |
| Nichols & Pratt Advisers LLP | 2,962 | $1.50M | 0.10% | −416−12.3% | Reduced |
| Evergreen Capital Management LLC | 2,934 | $1.49M | 0.05% | +118+4.2% | Added |
| Schechter Investment Advisors, LLC | 2,925 | $1.49M | 0.12% | −772−20.9% | Reduced |
| E Fund Management Co., Ltd. | 2,909 | $1.48M | 0.07% | +1,088+59.7% | Added |
| Trust Co of Oklahoma | 2,894 | $1.47M | 0.51% | +50+1.8% | Added |
| Jacobi Capital Management LLC | 2,889 | $1.47M | 0.11% | +22+0.8% | Added |
| Geneva Capital Management LLC | 2,884 | $1.47M | 0.03% | −51−1.7% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 2,859 | $1.45M | 0.12% | +20+0.7% | Added |
| Moore Capital Management, LP | 2,851 | $1.45M | 0.05% | +2,851 | New |
| Secured Retirement Advisors, LLC | 2,838 | $1.44M | 0.93% | +2,838 | New |
| Redwood Investment Management, LLC | 2,836 | $1.44M | 0.16% | +2,836 | New |
| River Wealth Advisors LLC | 2,822 | $1.43M | 0.20% | −169−5.7% | Reduced |
| Bowman & Co S.C. | 2,811 | $1.43M | 0.70% | +211+8.1% | Added |
| SageView Advisory Group, LLC | 2,821 | $1.43M | 0.06% | −404−12.5% | Reduced |
| Transatlantique Private Wealth LLC | 2,808 | $1.43M | 0.57% | +77+2.8% | Added |
| Goodman Advisory Group, LLC | 2,781 | $1.41M | 0.43% | +2,781 | New |
| Ingalls & Snyder LLC | 2,771 | $1.41M | 0.05% | +66+2.4% | Added |
| Stevens Capital Management LP | 2,761 | $1.40M | 0.35% | −926−25.1% | Reduced |
| Main Street Financial Solutions, LLC | 2,740 | $1.39M | 0.12% | +663+31.9% | Added |
| Benchmark Investment Advisors LLC | 2,736 | $1.39M | 0.90% | +2,145+362.9% | Added |
| Virtus Investment Advisers, Inc. | 2,729 | $1.39M | 0.38% | +2,179+396.2% | Added |
| Keebeck Wealth Management, LLC | 2,719 | $1.38M | 0.20% | −45−1.6% | Reduced |
| StoneX Group Inc. | 2,716 | $1.38M | 0.08% | +245+9.9% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,710 | $1.38M | 0.08% | 00.0% | Unchanged |
| Thrive Wealth Management, LLC | 2,705 | $1.37M | 0.26% | −229−7.8% | Reduced |
| Intact Investment Management Inc. | 2,700 | $1.37M | 0.05% | 00.0% | Unchanged |
| Maven Securities LTD | 2,697 | $1.37M | 0.30% | +2,219+464.2% | Added |
| Lokken Investment Group LLC | 2,690 | $1.37M | 0.58% | +144+5.7% | Added |
| Foundations Investment Advisors, LLC | 2,688 | $1.37M | 0.03% | +27+1.0% | Added |
| Gladstone Institutional Advisory LLC | 2,684 | $1.36M | 0.06% | +644+31.6% | Added |
| Strengthening Families & Communities, LLC | 2,726 | $1.36M | 0.83% | +89+3.4% | Added |
| City Holding Co | 2,669 | $1.36M | 0.19% | +294+12.4% | Added |
| Rothschild Investment LLC | 2,657 | $1.35M | 0.09% | +32+1.2% | Added |
| Flputnam Investment Management Co | 2,605 | $1.32M | 0.02% | +28+1.1% | Added |
| Exchange Capital Management, Inc. | 2,600 | $1.32M | 0.21% | −38−1.4% | Reduced |
| Voya Financial Advisors, Inc. | 2,624 | $1.32M | 0.15% | −369−12.3% | Reduced |
| NBC Securities, Inc. | 2,595 | $1.32M | 0.11% | +2,593+129,650.0% | Added |
| Cary Street Partners Financial LLC | 2,592 | $1.32M | 0.04% | −651−20.1% | Reduced |
| Heartland Bank & Trust Co | 2,583 | $1.31M | 0.67% | +2,583 | New |
| Palumbo Wealth Management LLC | 2,576 | $1.31M | 0.44% | +197+8.3% | Added |
| Boston Private Wealth LLC | 2,571 | $1.31M | 0.05% | −2,013−43.9% | Reduced |
| AdvisorNet Financial, Inc | 2,570 | $1.31M | 0.10% | +37+1.5% | Added |
| Baker Avenue Asset Management, LP | 2,562 | $1.30M | 0.04% | +160+6.7% | Added |
| Marshall Financial Group LLC | 2,531 | $1.29M | 0.28% | −42−1.6% | Reduced |
| Lindbrook Capital, LLC | 2,529 | $1.28M | 0.12% | +354+16.3% | Added |
| Cary Street Partner Investment Advisory LLC | 2,513 | $1.28M | 0.74% | +648+34.7% | Added |
| Venturi Wealth Management, LLC | 2,512 | $1.28M | 0.07% | +90+3.7% | Added |
| Lebenthal Global Advisors, LLC | 2,504 | $1.27M | 0.24% | −131−5.0% | Reduced |
| Avestar Capital, LLC | 2,503 | $1.27M | 0.12% | +197+8.5% | Added |
| Okabena Investment Services Inc | 2,501 | $1.27M | 0.32% | −2,425−49.2% | Reduced |
| SevenBridge Financial Group, LLC | 2,443 | $1.27M | 0.25% | +2,443 | New |
| Csenge Advisory Group | 2,732 | $1.26M | 0.07% | −358−11.6% | Reduced |
| CWA Asset Management Group, LLC | 2,488 | $1.26M | 0.06% | +473+23.5% | Added |
| Steel Peak Wealth Management LLC | 2,484 | $1.26M | 0.05% | +27+1.1% | Added |
| Mizuho Markets Americas LLC | 2,474 | $1.26M | 0.03% | −2,983−54.7% | Reduced |
| Carret Asset Management, LLC | 2,464 | $1.25M | 0.14% | +201+8.9% | Added |
| Westmount Partners, LLC | 2,462 | $1.25M | 0.38% | +60+2.5% | Added |
| Accretive Wealth Partners, LLC | 2,472 | $1.24M | 0.44% | +186+8.1% | Added |
| Center for Financial Planning, Inc. | 2,437 | $1.24M | 0.16% | −10.0% | Reduced |
| Burling Wealth Partners, LLC | 2,436 | $1.24M | 0.26% | −82−3.3% | Reduced |
| Congress Asset Management Co | 2,421 | $1.23M | 0.01% | −53−2.1% | Reduced |
| Thoroughbred Financial Services, LLC | 2,420 | $1.23M | 0.08% | +415+20.7% | Added |
| Kestra Investment Management, LLC | 2,418 | $1.23M | 0.04% | +518+27.3% | Added |
| Shepherd Financial Partners LLC | 2,408 | $1.22M | 0.14% | +104+4.5% | Added |
| 111 Capital | 2,404 | $1.22M | 0.24% | +1,160+93.2% | Added |
| Bayview Asset Management, LLC | 2,400 | $1.22M | 1.37% | +2,400 | New |
| Karani Asset Management LLC | 2,398 | $1.22M | 1.29% | +2,398 | New |
| Beverly Hills Private Wealth, LLC | 2,395 | $1.22M | 0.24% | −79−3.2% | Reduced |
| Tranquility Partners, LLC | 2,364 | $1.20M | 0.46% | +9+0.4% | Added |
| Centiva Capital, LP | 2,363 | $1.20M | 0.07% | +2,363 | New |
| Daymark Wealth Partners, LLC | 2,360 | $1.20M | 0.05% | −21−0.9% | Reduced |
| Simon Quick Advisors, LLC | 2,357 | $1.20M | 0.07% | +321+15.8% | Added |
| Strategic Global Advisors, LLC | 2,336 | $1.19M | 0.23% | −60−2.5% | Reduced |
| First National Corp | 2,325 | $1.18M | 0.26% | +10.0% | Added |
| Ramirez Asset Management, Inc. | 2,297 | $1.17M | 0.24% | 00.0% | Unchanged |
| Barlow Wealth Partners, Inc. | 2,427 | $1.16M | 0.15% | 00.0% | Unchanged |
| Regal Investment Advisors LLC | 2,292 | $1.16M | 0.09% | −2,071−47.5% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 2,278 | $1.16M | 0.17% | +6+0.3% | Added |
| Colonial Trust Co | 2,274 | $1.16M | 0.18% | −34−1.5% | Reduced |
| Icon Wealth Advisors, LLC | 2,270 | $1.15M | 0.09% | +29+1.3% | Added |
| Ronald Blue Trust, Inc. | 2,268 | $1.15M | 0.01% | +177+8.5% | Added |
| We Are One Seven, LLC | 2,251 | $1.14M | 0.04% | −11−0.5% | Reduced |
| Motiv8 Investments LLC | 2,236 | $1.14M | 0.75% | −10−0.4% | Reduced |
| Geneos Wealth Management Inc. | 2,223 | $1.13M | 0.04% | +370+20.0% | Added |
| Foster Group, Inc. | 2,217 | $1.13M | 0.04% | +83+3.9% | Added |
| Howe & Rusling Inc | 2,210 | $1.12M | 0.09% | −13−0.6% | Reduced |
| Everhart Financial Group, Inc. | 2,205 | $1.12M | 0.15% | +117+5.6% | Added |
| Graypoint LLC | 2,202 | $1.12M | 0.07% | +138+6.7% | Added |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 2,200 | $1.12M | 0.05% | −69,952−97.0% | Reduced |
| NorthCrest Asset Manangement, LLC | 2,196 | $1.12M | 0.03% | +201+10.1% | Added |
| McDonald Partners LLC | 2,169 | $1.12M | 0.29% | +99+4.8% | Added |
| AlTi Global, Inc. | 2,195 | $1.12M | 0.03% | +35+1.6% | Added |
| GSG Advisors LLC | 2,347 | $1.11M | 0.37% | +38+1.6% | Added |
| CVFG LLC | 2,187 | $1.11M | 1.01% | −79−3.5% | Reduced |
| Monterey Private Wealth, Inc. | 2,171 | $1.10M | 0.32% | +4+0.2% | Added |