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 |
|---|---|---|---|---|---|
| Cobblestone Capital Advisors LLC | 777 | $394.8K | 0.02% | +326+72.3% | Added |
| Goldstone Financial Group, LLC | 775 | $393.9K | 0.06% | +214+38.1% | Added |
| Advisor OS, LLC | 775 | $393.6K | 0.04% | +9+1.2% | Added |
| denkapparat Operations GmbH | 774 | $393.3K | 0.42% | +774 | New |
| Consolidated Portfolio Review Corp | 774 | $393.1K | 0.06% | 00.0% | Unchanged |
| Biltmore Family Office, LLC | 768 | $390.2K | 0.07% | −35−4.4% | Reduced |
| Lafayette Investments, Inc. | 767 | $389.7K | 0.08% | +99+14.8% | Added |
| Integrated Investment Consultants, LLC | 762 | $387.2K | 0.08% | +21+2.8% | Added |
| Caxton Associates LLP | 760 | $386.2K | 0.01% | +760 | New |
| Reuter James Wealth Management, LLC | 758 | $385.1K | 0.07% | −14−1.8% | Reduced |
| Diversified Trust Co | 756 | $384.1K | 0.01% | −352−31.8% | Reduced |
| Cidel Asset Management Inc | 754 | $383.1K | 0.03% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 754 | $382.9K | 0.03% | −151−16.7% | Reduced |
| LB Partners LLC | 750 | $382.3K | 0.28% | 00.0% | Unchanged |
| Mattern Wealth Management LLC | 752 | $381.9K | 0.08% | −522−41.0% | Reduced |
| City State Bank | 751 | $381.6K | 0.13% | 00.0% | Unchanged |
| Somerset Group LLC | 750 | $381.1K | 0.35% | 00.0% | Unchanged |
| Violich Capital Management, Inc. | 750 | $381.0K | 0.05% | 00.0% | Unchanged |
| Permanent Capital Management, LP | 749 | $380.6K | 0.11% | +238+46.6% | Added |
| Strategy Asset Managers LLC | 749 | $380.4K | 0.08% | −24−3.1% | Reduced |
| Financial Network Wealth Management LLC | 749 | $380.0K | 0.13% | −142−15.9% | Reduced |
| Gainplan LLC | 746 | $379.0K | 0.25% | −12−1.6% | Reduced |
| Mill Creek Capital Advisors, LLC | 741 | $376.5K | 0.01% | −8−1.1% | Reduced |
| Peterson Wealth Services | 739 | $375.5K | 0.12% | +3+0.4% | Added |
| J.W. Cole Advisors, Inc. | 738 | $375.1K | 0.01% | +289+64.4% | Added |
| Sound View Wealth Advisors Group, LLC | 735 | $373.7K | 0.03% | +230+45.5% | Added |
| MJP Associates Inc | 734 | $372.7K | 0.07% | +33+4.7% | Added |
| Diversified Enterprises, LLC | 733 | $372.5K | 0.03% | +733 | New |
| ArrowMark Colorado Holdings LLC | 731 | $371.4K | 0.01% | 00.0% | Unchanged |
| GenTrust, LLC | 728 | $369.9K | 0.02% | +39+5.7% | Added |
| Optimize Financial Inc | 727 | $369.4K | 0.14% | +73+11.2% | Added |
| Counterpoint Mutual Funds LLC | 726 | $368.9K | 0.05% | +726 | New |
| Quantessence Capital LLC | 725 | $368.4K | 0.09% | −3,343−82.2% | Reduced |
| MGB Wealth Management, LLC | 721 | $366.3K | 0.13% | +220+43.9% | Added |
| Wealthcare Advisory Partners LLC | 721 | $366.2K | 0.01% | +15+2.1% | Added |
| Beck Mack & Oliver LLC | 716 | $363.8K | 0.01% | −75−9.5% | Reduced |
| Attessa Capital LLC | 716 | $363.8K | 0.24% | −41−5.4% | Reduced |
| Samalin Investment Counsel, LLC | 715 | $363.6K | 0.15% | −57−7.4% | Reduced |
| AG Asset Advisory, LLC | 714 | $362.8K | 0.37% | 00.0% | Unchanged |
| Bank of Stockton | 713 | $362.3K | 0.12% | −35−4.7% | Reduced |
| Philadelphia Trust Co | 711 | $361.0K | 0.03% | 00.0% | Unchanged |
| Ascent Wealth Partners, LLC | 710 | $360.8K | 0.05% | +96+15.6% | Added |
| Northwest Bancshares, Inc. | 709 | $360.2K | 0.07% | 00.0% | Unchanged |
| Sculati Wealth Management, LLC | 709 | $360.2K | 0.15% | 00.0% | Unchanged |
| LVM Capital Management Ltd | 707 | $359.0K | 0.04% | 00.0% | Unchanged |
| Ariadne Wealth Management, LP | 705 | $357.9K | 0.19% | +145+25.9% | Added |
| Anchor Capital Advisors LLC | 704 | $357.7K | 0.01% | −15−2.1% | Reduced |
| Jaffetilchin Investment Partners, LLC | 704 | $357.7K | 0.03% | +70+11.0% | Added |
| Simmons Bank | 703 | $357.2K | 0.03% | 00.0% | Unchanged |
| Wealth Architects, LLC | 702 | $356.7K | 0.04% | +23+3.4% | Added |
| Traveka Wealth, LLC | 702 | $356.6K | 0.20% | −49−6.5% | Reduced |
| Clayton Financial Group LLC | 701 | $356.2K | 0.13% | −81−10.4% | Reduced |
| Peak Planning Group, LLC | 701 | $356.1K | 0.15% | −5−0.7% | Reduced |
| Boit C F David | 700 | $355.7K | 0.18% | 00.0% | Unchanged |
| Bristol Gate Capital Partners Inc. | 700 | $355.7K | 0.02% | 00.0% | Unchanged |
| Meadow Creek Wealth Advisors LLC | 691 | $351.1K | 0.26% | −3−0.4% | Reduced |
| Wealthspire Advisors, LLC | 688 | $349.7K | 0.00% | −80−10.4% | Reduced |
| Great Diamond Partners, LLC | 688 | $349.6K | 0.10% | −184−21.1% | Reduced |
| Covestor Ltd | 682 | $347.0K | 0.23% | +32+4.9% | Added |
| C M Bidwell & Associates Ltd | 681 | $346.0K | 0.21% | −18−2.6% | Reduced |
| Eclectic Associates Inc | 678 | $344.5K | 0.09% | −24−3.4% | Reduced |
| Impact Capital Partners LLC | 677 | $344.0K | 0.12% | +33+5.1% | Added |
| ISAM Funds (UK) Ltd | 673 | $342.0K | 0.17% | +673 | New |
| Veracity Capital LLC | 672 | $341.7K | 0.13% | −2−0.3% | Reduced |
| Capital Planning Advisors, LLC | 672 | $341.4K | 0.05% | +2+0.3% | Added |
| Larson Financial Group LLC | 670 | $340.5K | 0.02% | +442+193.9% | Added |
| Stablepoint Partners, LLC | 666 | $338.4K | 0.06% | 00.0% | Unchanged |
| Community Bank, N.A. | 666 | $338.4K | 0.05% | −285−30.0% | Reduced |
| TrueWealth Advisors, LLC | 664 | $337.6K | 0.11% | +664 | New |
| Liberty One Investment Management, LLC | 663 | $336.9K | 0.03% | +53+8.7% | Added |
| Stegent Equity Advisors, Inc. | 659 | $334.8K | 0.34% | +20+3.1% | Added |
| Byrne Asset Management LLC | – | $332.3K | 0.25% | – | – |
| Personal Cfo Solutions, LLC | 654 | $332.3K | 0.07% | −20−3.0% | Reduced |
| Huntleigh Advisors, Inc. | 653 | $331.9K | 0.06% | −103−13.6% | Reduced |
| Compass Wealth Management LLC | 653 | $331.8K | 0.08% | 00.0% | Unchanged |
| Pasadena Private Wealth, LLC | 653 | $331.8K | 0.06% | 00.0% | Unchanged |
| David R. Rahn & Associates Inc. | 652 | $331.3K | 0.10% | 00.0% | Unchanged |
| Fortem Financial Group, LLC | 652 | $331.3K | 0.13% | +652 | New |
| University of Chicago | 650 | $330.3K | 0.50% | +650 | New |
| Impact Investors, Inc | 650 | $330.2K | 0.26% | −9−1.4% | Reduced |
| 180 Wealth Advisors, LLC | 649 | $329.8K | 0.05% | −39−5.7% | Reduced |
| Crux Wealth Advisors | 647 | $328.6K | 0.17% | −361−35.8% | Reduced |
| Naviter Wealth, LLC | 651 | $327.1K | 0.04% | +20+3.2% | Added |
| Keynote Financial Services LLC | 640 | $325.2K | 0.23% | 00.0% | Unchanged |
| Zacks Investment Management | 639 | $324.5K | 0.00% | +1+0.2% | Added |
| VeraBank, N.A. | 638 | $324.2K | 0.09% | 00.0% | Unchanged |
| Simplicity Wealth,LLC | 637 | $323.8K | 0.03% | +637 | New |
| Wellspring Financial Advisors, LLC | 633 | $321.5K | 0.04% | +114+22.0% | Added |
| Leith Wheeler Investment Counsel Ltd. | 630 | $320.1K | 0.02% | +630 | New |
| Ethos Financial Group, LLC | 641 | $319.2K | 0.03% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 626 | $318.1K | 0.06% | +5+0.8% | Added |
| Compass Ion Advisors, LLC | 625 | $317.6K | 0.04% | +9+1.5% | Added |
| William Mack & Associates, Inc. | 624 | $317.1K | 0.27% | 00.0% | Unchanged |
| ORG Partners LLC | 620 | $316.9K | 0.08% | −224−26.5% | Reduced |
| Rainier Family Wealth Inc | 623 | $316.5K | 0.37% | −10−1.6% | Reduced |
| Breakwater Capital Group | 623 | $316.5K | 0.06% | +623 | New |
| State of Wyoming | 622 | $316.0K | 0.04% | +361+138.3% | Added |
| VisionPoint Advisory Group, LLC | 618 | $314.0K | 0.11% | +72+13.2% | Added |
| Ifrah Financial Services, Inc. | 617 | $313.7K | 0.09% | −32−4.9% | Reduced |
| Tyche Wealth Partners LLC | 617 | $313.5K | 0.07% | −1,881−75.3% | Reduced |