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 | 2,126 | $108.7B |
| Q4 2025 | 2,203 | $137.4B |
| Q3 2025 | 2,058 | $126.8B |
| Q2 2025 | 2,067 | $140.5B |
| Q1 2025 | 2,081 | $135.4B |
| Q4 2024 | 2,045 | $134.2B |
| Q3 2024 | 1,936 | $140.2B |
| Q2 2024 | 1,842 | $121.4B |
| Q1 2024 | 1,835 | $115.2B |
| Q4 2023 | 1,773 | $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 |
|---|---|---|---|---|---|
| MEMBERS Trust Co | 2,167 | $1.10M | 0.04% | +10.0% | Added |
| Moors & Cabot, Inc. | 2,167 | $1.10M | 0.06% | −155−6.7% | Reduced |
| Lincoln Capital LLC | 2,356 | $1.10M | 0.23% | +19+0.8% | Added |
| Portfolio Design Labs, LLC | 2,159 | $1.10M | 0.23% | −2,706−55.6% | Reduced |
| Wedbush Securities Inc | 2,150 | $1.09M | 0.04% | −178−7.6% | Reduced |
| Gilliland Jeter Wealth Management LLC | 2,148 | $1.09M | 0.39% | −278−11.5% | Reduced |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 2,144 | $1.09M | 0.59% | −274−11.3% | Reduced |
| Ambassador Advisors, LLC | 2,143 | $1.09M | 0.19% | −161−7.0% | Reduced |
| Golden State Equity Partners | 2,135 | $1.08M | 0.21% | −180−7.8% | Reduced |
| Baron Wealth Management LLC | 2,131 | $1.08M | 0.48% | +88+4.3% | Added |
| Finivi Inc. | 2,123 | $1.08M | 0.87% | +175+9.0% | Added |
| Pflug Koory, LLC | 2,108 | $1.07M | 0.60% | −10−0.5% | Reduced |
| Stonebrook Private Inc. | 2,099 | $1.07M | 0.28% | +30+1.4% | Added |
| S.E.E.D. Planning Group LLC | 2,078 | $1.06M | 0.36% | +1,159+126.1% | Added |
| Rehmann Capital Advisory Group | 2,078 | $1.06M | 0.07% | +2+0.1% | Added |
| Kirtland Hills Capital Management, LLC | 2,278 | $1.05M | 0.64% | +99+4.5% | Added |
| Trexquant Investment LP | 2,053 | $1.04M | 0.01% | +2,053 | New |
| Magnolia Capital Advisors LLC | 2,045 | $1.04M | 0.28% | +107+5.5% | Added |
| Schmidt P J Investment Management Inc | 2,044 | $1.04M | 0.19% | −26−1.3% | Reduced |
| Beaumont Financial Advisors, LLC | 2,043 | $1.04M | 0.08% | +21+1.0% | Added |
| EPG Wealth Management LLC | 2,030 | $1.03M | 0.29% | +196+10.7% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 2,000 | $1.02M | 0.48% | +500+33.3% | Added |
| Prudent Man Advisors, LLC | 1,994 | $1.01M | 0.37% | +49+2.5% | Added |
| Conning Inc. | 1,992 | $1.01M | 0.04% | −690−25.7% | Reduced |
| Claro Advisors LLC | 1,987 | $1.01M | 0.14% | +306+18.2% | Added |
| IHT Wealth Management, LLC | 1,982 | $1.01M | 0.03% | −115−5.5% | Reduced |
| Founders Financial Securities LLC | 2,085 | $999.3K | 0.08% | +245+13.3% | Added |
| Dimension Capital Management LLC | 1,967 | $999.3K | 0.18% | +17+0.9% | Added |
| RiverPark Advisors, LLC | 1,960 | $995.9K | 0.77% | +565+40.5% | Added |
| Outlook Wealth Advisors, LLC | 1,955 | $993.1K | 0.28% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 1,953 | $992.2K | 0.14% | +189+10.7% | Added |
| Premier Path Wealth Partners, LLC | 1,949 | $990.3K | 0.15% | +99+5.4% | Added |
| Seeds Investor LLC | 1,944 | $987.9K | 0.28% | +48+2.5% | Added |
| Values First Advisors, Inc. | 1,944 | $986.4K | 0.58% | −178−8.4% | Reduced |
| Allworth Financial LP | 2,043 | $983.3K | 0.01% | +92+4.7% | Added |
| Skylands Capital, LLC | 1,935 | $983.2K | 0.14% | −30−1.5% | Reduced |
| Buckingham Strategic Partners | 1,923 | $977.2K | 0.01% | +1,023+113.7% | Added |
| Marcum Wealth, LLC | 1,914 | $972.5K | 0.08% | +14+0.7% | Added |
| Greenwood Capital Associates LLC | 1,911 | $971.0K | 0.13% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 1,906 | $968.2K | 0.62% | +77+4.2% | Added |
| Tritonpoint Wealth, LLC | 1,899 | $965.0K | 0.09% | +117+6.6% | Added |
| Washington Trust Bank | 1,898 | $964.4K | 0.10% | +17+0.9% | Added |
| One Wealth Advisors, LLC | 1,889 | $959.8K | 0.14% | +448+31.1% | Added |
| Bridgewater Advisors Inc. | 1,952 | $959.7K | 0.08% | +1,952 | New |
| SlateStone Wealth, LLC | 1,880 | $955.0K | 0.10% | −339−15.3% | Reduced |
| Roberts Capital Advisors, LLC | 1,874 | $952.2K | 0.83% | 00.0% | Unchanged |
| Spirepoint Private Client, LLC | 1,873 | $951.8K | 0.12% | −801−30.0% | Reduced |
| Radnor Capital Management, LLC | 1,868 | $949.0K | 0.16% | +50+2.8% | Added |
| Sage Mountain Advisors LLC | 1,860 | $945.2K | 0.07% | +79+4.4% | Added |
| Confluence Wealth Services, Inc. | 2,005 | $942.6K | 0.06% | +30+1.5% | Added |
| Smart Money Group LLC | 1,853 | $941.3K | 0.32% | +419+29.2% | Added |
| Burney Co | 1,847 | $938.6K | 0.03% | −17−0.9% | Reduced |
| PDS Planning, Inc | 1,844 | $936.9K | 0.08% | +148+8.7% | Added |
| Financial Advocates Investment Management | 1,834 | $931.9K | 0.07% | +30+1.7% | Added |
| BSW Wealth Partners | 1,833 | $931.1K | 0.14% | +413+29.1% | Added |
| Axxcess Wealth Management, LLC | 1,832 | $930.9K | 0.03% | −1,380−43.0% | Reduced |
| Chicago Trust Co NA | 1,823 | $926.3K | 0.16% | +65+3.7% | Added |
| Atomi Financial Group, Inc. | 1,822 | $926.0K | 0.04% | +207+12.8% | Added |
| Bell Bank | 1,812 | $920.7K | 0.05% | −528−22.6% | Reduced |
| Trillium Asset Management, LLC | 1,811 | $920.0K | 0.03% | 00.0% | Unchanged |
| Leavell Investment Management, Inc. | 1,810 | $919.7K | 0.05% | +11+0.6% | Added |
| Charter Trust Co | 1,802 | $915.6K | 0.06% | −9−0.5% | Reduced |
| Allred Capital Management, LLC | 1,796 | $912.5K | 0.36% | +66+3.8% | Added |
| Opal Wealth Advisors, LLC | 1,790 | $909.5K | 0.28% | +9+0.5% | Added |
| Meridian Wealth Partners, LLC | 1,788 | $908.7K | 0.15% | −45−2.5% | Reduced |
| Forefront Wealth Partners, LLC | 1,782 | $905.4K | 0.62% | −1−0.1% | Reduced |
| Advisors Capital Management, LLC | 1,779 | $903.9K | 0.01% | +186+11.7% | Added |
| Elevated Capital Advisors, LLC | 1,778 | $903.5K | 0.25% | −94−5.0% | Reduced |
| Aventura Private Wealth, LLC | 1,774 | $901.4K | 0.47% | +72+4.2% | Added |
| Capstone Investment Advisors, LLC | 1,774 | $901.4K | 0.01% | −580−24.6% | Reduced |
| Howard Capital Management Inc. | 1,773 | $900.9K | 0.02% | −254−12.5% | Reduced |
| Change Path, LLC | 1,771 | $900.0K | 0.03% | +295+20.0% | Added |
| Ironwood Investment Management LLC | 1,766 | $897.3K | 0.49% | −4−0.2% | Reduced |
| Williamson Legacy Group, LLC | 1,759 | $893.8K | 0.85% | +148+9.2% | Added |
| Mendel Capital Management LLC | 1,756 | $892.2K | 0.54% | +8+0.5% | Added |
| Eisler Capital Management Ltd. | 1,747 | $887.8K | 0.03% | +932+114.4% | Added |
| Alteri Wealth LLC | 1,742 | $885.4K | 0.39% | +89+5.4% | Added |
| Davidson Trust Co | 1,742 | $885.1K | 0.42% | −479−21.6% | Reduced |
| Unigestion Holding SA | 1,738 | $883.1K | 0.05% | +1,738 | New |
| Griffin Asset Management, Inc. | 1,725 | $876.5K | 0.11% | 00.0% | Unchanged |
| Douglas Lane & Associates, LLC | 1,722 | $874.9K | 0.01% | −33−1.9% | Reduced |
| Invera Wealth Advisors, LLC | 1,718 | $872.9K | 0.56% | −5,618−76.6% | Reduced |
| Forte Capital LLC | 1,710 | $868.6K | 0.10% | −162−8.7% | Reduced |
| Waters Parkerson & Co., LLC | 1,709 | $868.3K | 0.05% | 00.0% | Unchanged |
| Sunflower Bank, N.A. | 1,701 | $864.3K | 0.24% | −7−0.4% | Reduced |
| Israel Discount Bank of New York | 1,700 | $863.8K | 0.66% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 1,799 | $863.5K | 0.09% | −732−28.9% | Reduced |
| Fairtree Asset Management (Pty) Ltd | 1,697 | $862.2K | 0.69% | +917+117.6% | Added |
| WSFS Capital Management, LLC | 1,695 | $861.2K | 0.05% | −2−0.1% | Reduced |
| Jericho Financial, LLP | 1,691 | $859.1K | 0.62% | −81−4.6% | Reduced |
| Arcadia Investment Management Corp | 1,680 | $853.6K | 0.15% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 1,680 | $853.4K | 0.39% | +228+15.7% | Added |
| Aprio Wealth Management, LLC | 1,674 | $850.7K | 0.11% | +417+33.2% | Added |
| Newbridge Financial Services Group, Inc. | 1,674 | $850.6K | 0.21% | −47−2.7% | Reduced |
| 1248 Management, LLC | 1,674 | $850.6K | 0.36% | +1,674 | New |
| ERn Financial, LLC | 1,671 | $849.0K | 0.13% | −95−5.4% | Reduced |
| Convergence Investment Partners, LLC | 1,667 | $846.8K | 0.23% | +1,124+207.0% | Added |
| 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 |
| Kingswood Wealth Advisors, LLC | 1,645 | $835.9K | 0.08% | −457−21.7% | Reduced |