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 |
|---|---|---|---|---|---|
| Proficio Capital Partners LLC | 1,266 | $643.2K | 0.05% | +22+1.8% | Added |
| WBI Investments | 1,263 | $641.6K | 0.17% | −2,360−65.1% | Reduced |
| Heritage Trust Co | 1,252 | $636.1K | 0.08% | 00.0% | Unchanged |
| Joule Financial, LLC | 1,233 | $626.5K | 0.22% | 00.0% | Unchanged |
| Westwood Holdings Group Inc. | 1,228 | $623.9K | 0.00% | −2,509−67.1% | Reduced |
| Callan Capital, LLC | 1,228 | $623.9K | 0.05% | +121+10.9% | Added |
| Verdence Capital Advisors LLC | 1,227 | $623.4K | 0.05% | −143−10.4% | Reduced |
| Country Club Bank | 1,238 | $622.1K | 0.04% | 00.0% | Unchanged |
| ICW Investment Advisors LLC | 1,223 | $621.6K | 0.25% | +14+1.2% | Added |
| Harfst & Associates, Inc. | 1,217 | $618.4K | 0.14% | +1,217 | New |
| Stokes Capital Advisors, LLC | 1,210 | $614.8K | 0.16% | +1,210 | New |
| Nicholas Hoffman & Company, LLC. | 1,204 | $611.8K | 0.02% | −67−5.3% | Reduced |
| Signet Investment Advisory Group, Inc. | 1,200 | $609.8K | 0.31% | −71−5.6% | Reduced |
| Moneta Group Investment Advisors LLC | 1,199 | $609.2K | 0.01% | +26+2.2% | Added |
| Bourgeon Capital Management LLC | 1,199 | $609.2K | 0.13% | −535−30.9% | Reduced |
| United Community Bank | 1,199 | $609.2K | 0.23% | +43+3.7% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 1,198 | $608.7K | 0.01% | +639+114.3% | Added |
| Parkside Financial Bank & Trust | 1,190 | $604.6K | 0.08% | +156+15.1% | Added |
| Principle Wealth Partners LLC | 1,188 | $603.7K | 0.04% | −49−4.0% | Reduced |
| Stamos Capital Partners, L.P. | 1,185 | $602.1K | 0.16% | −325−21.5% | Reduced |
| Bullock Wealth Management Group | 1,175 | $600.4K | 0.34% | +13+1.1% | Added |
| Woodstock Corp | 1,181 | $600.1K | 0.06% | −169−12.5% | Reduced |
| Nippon Life Global Investors Americas, Inc. | 1,180 | $599.6K | 0.03% | −760−39.2% | Reduced |
| Global X Japan Co., Ltd. | 1,179 | $599.0K | 0.07% | +124+11.8% | Added |
| Rossby Financial, LCC | 1,246 | $598.1K | 0.26% | −182−12.7% | Reduced |
| Paulson Wealth Management Inc. | 1,172 | $595.5K | 0.17% | 00.0% | Unchanged |
| Alpine Woods Capital Investors, LLC | 1,169 | $594.0K | 0.15% | −1,678−58.9% | Reduced |
| Wambolt & Associates, LLC | 1,162 | $593.5K | 0.20% | −74−6.0% | Reduced |
| Stock Yards Bank & Trust Co | 1,164 | $591.4K | 0.02% | −87−7.0% | Reduced |
| Chapin Davis, Inc. | 1,163 | $590.9K | 0.20% | +710+156.7% | Added |
| Heritage Family Offices, LLP | 1,152 | $585.4K | 0.30% | +40+3.6% | Added |
| Carnegie Capital Asset Management, LLC | 1,289 | $583.5K | 0.01% | +289+28.9% | Added |
| Cornell Pochily Investment Advisors, Inc. | 1,142 | $580.1K | 0.20% | +65+6.0% | Added |
| SeaCrest Wealth Management, LLC | 1,132 | $575.2K | 0.07% | +23+2.1% | Added |
| Interchange Capital Partners, LLC | 1,132 | $575.1K | 0.16% | +66+6.2% | Added |
| Welch & Forbes LLC | 1,129 | $573.6K | 0.01% | −20−1.7% | Reduced |
| OneAscent Financial Services LLC | 1,125 | $572.0K | 0.04% | +628+126.4% | Added |
| Fedenia Advisers LLC | 1,119 | $568.6K | 0.37% | +782+232.0% | Added |
| Unique Wealth Strategies, LLC | 1,117 | $567.7K | 0.26% | +1,117 | New |
| Heritage Wealth Management, Inc./Texas | 1,114 | $566.0K | 0.33% | −100−8.2% | Reduced |
| Red Door Wealth Management, LLC | 1,108 | $563.0K | 0.08% | +139+14.3% | Added |
| Capital A Wealth Management, LLC | 1,103 | $560.4K | 0.59% | −2−0.2% | Reduced |
| DRW Securities, LLC | 1,103 | $560.4K | 0.05% | −1,477−57.2% | Reduced |
| Legacy Advisors, LLC | 1,093 | $555.4K | 0.06% | +271+33.0% | Added |
| Johnson Financial Group, Inc. | 1,092 | $554.8K | 0.03% | +223+25.7% | Added |
| Winthrop Capital Management, LLC | 1,091 | $554.0K | 0.15% | +52+5.0% | Added |
| Shulman DeMeo Asset Management LLC | 1,090 | $553.9K | 0.16% | +1+0.1% | Added |
| Fiduciary Alliance LLC | 1,085 | $551.3K | 0.05% | +298+37.9% | Added |
| Elgethun Capital Management | 1,083 | $550.4K | 0.12% | 00.0% | Unchanged |
| Beacon Bridge Wealth Partners, LLC | 1,079 | $548.4K | 0.23% | −314−22.5% | Reduced |
| West Family Investments, Inc. | 1,076 | $546.7K | 0.21% | +83+8.4% | Added |
| Cable Hill Partners, LLC | 1,090 | $545.1K | 0.05% | +23+2.2% | Added |
| Atlas Legacy Advisors, LLC | 1,072 | $544.7K | 0.14% | +4+0.4% | Added |
| Teza Capital Management LLC | 1,071 | $544.2K | 0.25% | +1,071 | New |
| 1776 Wealth LLC | 1,070 | $543.7K | 0.25% | −12−1.1% | Reduced |
| MRP Capital Investments, LLC | 1,063 | $540.1K | 0.50% | −590−35.7% | Reduced |
| Quent Capital, LLC | 1,062 | $539.7K | 0.06% | −10−0.9% | Reduced |
| KG&L Capital Management,LLC | 1,058 | $537.6K | 0.17% | +238+29.0% | Added |
| Accel Wealth Management | 1,057 | $537.1K | 0.19% | +7+0.7% | Added |
| Wallace Advisory Group, LLC | 1,078 | $536.9K | 0.37% | −17−1.6% | Reduced |
| Tilia Fiduciary Partners, Inc. | 1,055 | $536.2K | 0.36% | −101−8.7% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 1,054 | $535.5K | 0.05% | +26+2.5% | Added |
| Petros Family Wealth, LLC | 1,050 | $533.5K | 0.59% | +116+12.4% | Added |
| PAX Financial Group, LLC | 1,049 | $533.0K | 0.09% | −273−20.7% | Reduced |
| 3Chopt Investment Partners, LLC | 1,048 | $532.5K | 0.14% | +1,048 | New |
| Balboa Wealth Partners | 1,044 | $530.3K | 0.13% | −225−17.7% | Reduced |
| Insigneo Advisory Services, LLC | 1,042 | $529.6K | 0.05% | +411+65.1% | Added |
| Paragon Private Wealth Management, LLC | 1,036 | $526.5K | 0.24% | +321+44.9% | Added |
| Private Wealth Asset Management, LLC | 1,030 | $523.3K | 0.08% | +1,030 | New |
| Revisor Wealth Management LLC | 1,029 | $522.7K | 0.23% | +425+70.4% | Added |
| First National Bank & Trust Co of Newtown | 1,028 | $522.3K | 0.11% | 00.0% | Unchanged |
| Regent Peak Wealth Advisors LLC | 1,027 | $521.8K | 0.12% | −9−0.9% | Reduced |
| CNB Bank | 1,024 | $520.3K | 0.26% | +64+6.7% | Added |
| Rosenblum Silverman Sutton S F Inc | 1,024 | $520.1K | 0.14% | 00.0% | Unchanged |
| Nwam LLC | 1,023 | $519.8K | 0.04% | +6+0.6% | Added |
| Ayrshire Capital Management LLC | 1,023 | $519.8K | 0.25% | 00.0% | Unchanged |
| Applied Capital LLC | 1,017 | $516.7K | 0.42% | −15−1.5% | Reduced |
| TCG Advisory Services, LLC | 1,015 | $515.7K | 0.02% | −251−19.8% | Reduced |
| Provenance Wealth Advisors, LLC | 1,014 | $515.2K | 0.07% | 00.0% | Unchanged |
| Waverton Investment Management Ltd | 1,013 | $514.9K | 0.01% | −15−1.5% | Reduced |
| Fulton Bank, N.A. | 1,013 | $514.7K | 0.02% | −27−2.6% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 1,010 | $513.2K | 0.02% | +3+0.3% | Added |
| Plotkin Financial Advisors, LLC | 1,009 | $512.7K | 0.32% | +25+2.5% | Added |
| Armistice Capital, LLC | 1,005 | $510.6K | 0.01% | +1,005 | New |
| LWM Advisory Services, LLC | 1,004 | $510.6K | 0.35% | 00.0% | Unchanged |
| Concord Wealth Partners | 1,004 | $510.3K | 0.08% | +121+13.7% | Added |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 1,000 | $508.1K | 0.24% | +1,000 | New |
| Leo Wealth, LLC | 1,000 | $507.9K | 0.07% | −1,531−60.5% | Reduced |
| Evelyn Partners Investment Management (Europe) Ltd | 997 | $506.6K | 0.19% | 00.0% | Unchanged |
| Embree Financial Group | 996 | $506.1K | 0.08% | +1+0.1% | Added |
| Global Financial Private Client, LLC | 995 | $505.6K | 0.19% | +20+2.1% | Added |
| Versant Capital Management, Inc | 994 | $505.1K | 0.08% | +461+86.5% | Added |
| Ameritas Advisory Services, LLC | 998 | $503.6K | 0.02% | −58−5.5% | Reduced |
| Norden Group LLC | 990 | $503.3K | 0.06% | +3+0.3% | Added |
| Gen-Wealth Partners Inc | 990 | $503.2K | 0.21% | −148−13.0% | Reduced |
| Cromwell Holdings LLC | 987 | $501.5K | 0.32% | 00.0% | Unchanged |
| Fosun International Ltd | 985 | $500.5K | 0.14% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 983 | $499.6K | 0.01% | −169−14.7% | Reduced |
| Headinvest, LLC | 982 | $499.0K | 0.10% | −15−1.5% | Reduced |
| Prestige Wealth Management Group LLC | 980 | $498.0K | 0.11% | +22+2.3% | Added |