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 |
|---|---|---|---|---|---|
| MBB Public Markets I LLC | 617 | $313.5K | 0.04% | +617 | New |
| Catalina Capital Group, LLC | 616 | $313.0K | 0.21% | −913−59.7% | Reduced |
| Bouchey Financial Group Ltd | 615 | $312.5K | 0.03% | +24+4.1% | Added |
| Rappaport Reiches Capital Management, LLC | 615 | $312.5K | 0.08% | +180+41.4% | Added |
| Sand Hill Global Advisors, LLC | 613 | $311.5K | 0.01% | −71−10.4% | Reduced |
| Oarsman Capital, Inc. | 613 | $311.5K | 0.06% | −40−6.1% | Reduced |
| Elwood & Goetz Wealth Advisory Group, LLC | 612 | $311.0K | 0.08% | 00.0% | Unchanged |
| New Republic Capital, LLC | 609 | $309.6K | 0.13% | +45+8.0% | Added |
| Gould Asset Management LLC | 608 | $308.9K | 0.06% | 00.0% | Unchanged |
| Quarry LP | 604 | $306.9K | 0.08% | +604 | New |
| Murphy & Mullick Capital Management Corp | 603 | $306.4K | 0.30% | 00.0% | Unchanged |
| TFC Financial Management | 602 | $305.9K | 0.05% | −50−7.7% | Reduced |
| Independent Financial Group, LLC | 600 | $305.0K | 0.01% | +11+1.9% | Added |
| Patten & Patten Inc | 600 | $304.9K | 0.02% | +40+7.1% | Added |
| Smith, Moore & Co. | 598 | $304.0K | 0.03% | +35+6.2% | Added |
| Phillips Wealth Planners LLC | 653 | $303.7K | 0.32% | +47+7.8% | Added |
| Courage Miller Partners, LLC | 595 | $302.3K | 0.10% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 593 | $301.3K | 0.01% | +36+6.5% | Added |
| Goldstein Advisors, LLC | 591 | $300.3K | 0.04% | −50−7.8% | Reduced |
| Kentucky Trust Co | 590 | $299.8K | 0.18% | −135−18.6% | Reduced |
| Plancorp, LLC | 590 | $299.8K | 0.01% | −45−7.1% | Reduced |
| Sunbeam Capital Management, LLC | 590 | $299.6K | 0.29% | +1+0.2% | Added |
| Romano Brothers and Company | 589 | $299.3K | 0.04% | −18−3.0% | Reduced |
| Broadway Wealth Solutions, Inc. | 588 | $298.9K | 0.22% | −25−4.1% | Reduced |
| Wedge Capital Management L L P | 587 | $298.3K | 0.01% | +55+10.3% | Added |
| Harvest Fund Management Co., Ltd | 585 | $297.0K | 0.01% | +564+2,685.7% | Added |
| Invenio Wealth Partners LLC | 584 | $296.7K | 0.12% | +10+1.7% | Added |
| AMG National Trust Bank | 583 | $296.2K | 0.01% | −54−8.5% | Reduced |
| Isthmus Partners, LLC | 582 | $295.7K | 0.04% | 00.0% | Unchanged |
| Global Assets Advisory, LLC | 618 | $294.8K | 0.06% | +618 | New |
| Northeast Financial Consultants Inc | 579 | $294.2K | 0.01% | 00.0% | Unchanged |
| Capital Market Strategies LLC | 577 | $293.2K | 0.20% | −35−5.7% | Reduced |
| StrongBox Wealth, LLC | 575 | $292.2K | 0.12% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 572 | $290.7K | 0.01% | −80−12.3% | Reduced |
| RFG Advisory, LLC | 572 | $290.6K | 0.01% | −32−5.3% | Reduced |
| Vista Wealth Management Group, LLC | 571 | $290.3K | 0.02% | −5−0.9% | Reduced |
| Canvas Wealth Advisors, LLC | 622 | $290.1K | 0.07% | +622 | New |
| Marietta Investment Partners LLC | 570 | $289.6K | 0.07% | +46+8.8% | Added |
| Forbes J M & Co LLP | 569 | $289.1K | 0.03% | 00.0% | Unchanged |
| May Hill Capital, LLC | 567 | $288.1K | 0.11% | −9−1.6% | Reduced |
| Park Place Capital Corp | 567 | $288.1K | 0.08% | −760−57.3% | Reduced |
| First Nebraska Trust Co | 567 | $288.1K | 0.03% | 00.0% | Unchanged |
| Angeles Wealth Management, LLC | 565 | $287.1K | 0.02% | +13+2.4% | Added |
| Valmark Advisers, Inc. | 563 | $286.1K | 0.00% | −79−12.3% | Reduced |
| Austin Private Wealth, LLC | 561 | $285.0K | 0.03% | +12+2.2% | Added |
| Grimes & Company, Inc. | 561 | $284.9K | 0.01% | +26+4.9% | Added |
| Soltis Investment Advisors LLC | 555 | $282.0K | 0.03% | +14+2.6% | Added |
| White Lighthouse Investment Management Inc. | 555 | $282.0K | 0.05% | 00.0% | Unchanged |
| Colonial River Wealth Management, LLC | 554 | $281.5K | 0.15% | +554 | New |
| Carr Financial Group Corp | 554 | $281.5K | 0.09% | −190−25.5% | Reduced |
| Osborne Partners Capital Management, LLC | 553 | $281.0K | 0.02% | −172−23.7% | Reduced |
| Net Worth Advisory Group | 552 | $280.5K | 0.09% | −22−3.8% | Reduced |
| Wayfinding Financial, LLC | 551 | $280.0K | 0.12% | −52−8.6% | Reduced |
| Virtus ETF Advisers LLC | 550 | $279.5K | 0.18% | −1,812−76.7% | Reduced |
| Independent Wealth Network Inc. | 549 | $278.9K | 0.11% | −5−0.9% | Reduced |
| Prescott Group Capital Management, L.L.C. | 549 | $278.9K | 0.04% | +549 | New |
| George Kaiser Family Foundation | 549 | $278.9K | 0.04% | +549 | New |
| Financial Alternatives, Inc | 548 | $278.4K | 0.20% | −100−15.4% | Reduced |
| Wrapmanager Inc | 548 | $278.4K | 0.07% | −10−1.8% | Reduced |
| Principal Street Partners, LLC | 548 | $278.3K | 0.05% | −22−3.9% | Reduced |
| Armis Advisers, LLC | 555 | $277.5K | 0.03% | +555 | New |
| Pinnacle Bancorp, Inc. | 542 | $275.4K | 0.09% | +47+9.5% | Added |
| Ewa, LLC | 541 | $274.7K | 0.10% | +49+10.0% | Added |
| Veritas Investment Partners (UK) Ltd. | 540 | $274.5K | 0.01% | 00.0% | Unchanged |
| Occidental Asset Management, LLC | 540 | $274.4K | 0.04% | +540 | New |
| Affinity Capital Advisors, LLC | 587 | $273.0K | 0.05% | 00.0% | Unchanged |
| Cornerstone Wealth Group, LLC | 534 | $271.1K | 0.02% | −195−26.7% | Reduced |
| Elyxium Wealth, LLC | 532 | $270.3K | 0.12% | +532 | New |
| Paragon Capital Management Ltd | 532 | $270.3K | 0.06% | +532 | New |
| Fundamentun, LLC | 531 | $270.0K | 0.01% | +89+20.1% | Added |
| Silver Lake Advisory, LLC | 531 | $269.9K | 0.12% | +1+0.2% | Added |
| Central Pacific Bank - Trust Division | 531 | $269.8K | 0.04% | −1,860−77.8% | Reduced |
| Ruane, Cunniff & Goldfarb L.P. | 531 | $269.8K | 0.00% | 00.0% | Unchanged |
| Cascade Financial Partners, LLC | 529 | $268.8K | 0.03% | −53−9.1% | Reduced |
| Catalyst Capital Advisors LLC | 527 | $267.8K | 0.01% | −199−27.4% | Reduced |
| Partners Wealth Management, LLC | 527 | $267.8K | 0.30% | −1−0.2% | Reduced |
| Mezzasalma Advisors, LLC | 527 | $267.8K | 0.09% | 00.0% | Unchanged |
| Hendershot Investments Inc. | 527 | $267.8K | 0.04% | +49+10.3% | Added |
| Perbak Capital Partners LLP | 526 | $267.3K | 0.20% | +526 | New |
| Modern Wealth Management, LLC | 525 | $267.2K | 0.01% | +525 | New |
| Capital Investment Advisors, LLC | 524 | $266.0K | 0.01% | +119+29.4% | Added |
| Dumont & Blake Investment Advisors LLC | 523 | $265.7K | 0.07% | −42−7.4% | Reduced |
| Bragg Financial Advisors, Inc | 521 | $264.7K | 0.01% | +16+3.2% | Added |
| Trust Co of Toledo NA | 521 | $264.7K | 0.04% | 00.0% | Unchanged |
| Five Oceans Advisors | 520 | $264.2K | 0.13% | +3+0.6% | Added |
| Financial Perspectives, Inc | 506 | $263.9K | 0.09% | −13−2.5% | Reduced |
| Avantra Family Wealth, Inc. | 519 | $263.7K | 0.25% | −127−19.7% | Reduced |
| Delta Investment Management, LLC | 518 | $263.4K | 0.05% | +29+5.9% | Added |
| Philip James Wealth Mangement, LLC | 517 | $262.7K | 0.03% | +517 | New |
| Enterprise Financial Services Corp | 516 | $262.2K | 0.16% | +10+2.0% | Added |
| Sunpointe, LLC | 516 | $262.0K | 0.14% | +44+9.3% | Added |
| McDaniel Terry & Co | 515 | $262.0K | 0.02% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 514 | $261.2K | 0.05% | +167+48.1% | Added |
| MONECO Advisors, LLC | 514 | $261.0K | 0.03% | −1−0.2% | Reduced |
| Aviso Wealth Management | 513 | $260.8K | 0.14% | −12−2.3% | Reduced |
| Aspire Growth Partners LLC | 515 | $260.7K | 0.23% | +90+21.2% | Added |
| Brookstone Capital Management | 509 | $258.9K | 0.00% | −37−6.8% | Reduced |
| Warwick Investment Management, Inc. | 509 | $258.5K | 0.05% | +96+23.2% | Added |
| GGM Financials LLC | 507 | $257.7K | 0.18% | +1+0.2% | Added |
| SFMG, LLC | 504 | $256.0K | 0.02% | −41−7.5% | Reduced |