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 |
|---|---|---|---|---|---|
| Claret Asset Management Corp | – | $256.0K | 0.04% | – | – |
| Traphagen Investment Advisors LLC | 502 | $255.1K | 0.03% | 00.0% | Unchanged |
| Gerber Kawasaki Wealth & Investment Management | 501 | $254.7K | 0.01% | +9+1.8% | Added |
| Cooper Financial Group | 500 | $254.1K | 0.03% | +500 | New |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 500 | $254.1K | 0.00% | −571−53.3% | Reduced |
| Eagle Wealth Strategies LLC | 500 | $254.1K | 0.16% | −3−0.6% | Reduced |
| Marco Investment Management LLC | 500 | $254.1K | 0.02% | 00.0% | Unchanged |
| Legacy Wealth Management, LLC | 500 | $254.1K | 0.08% | 00.0% | Unchanged |
| LSV Asset Management | 500 | $254.0K | 0.00% | 00.0% | Unchanged |
| Aurora Private Wealth, Inc. | 500 | $254.0K | 0.20% | 00.0% | Unchanged |
| Canopy Partners, LLC | 497 | $252.5K | 0.10% | −223−31.0% | Reduced |
| Revolve Wealth Partners, LLC | 496 | $252.0K | 0.04% | +39+8.5% | Added |
| Nicolet Bankshares Inc | 495 | $251.5K | 0.05% | 00.0% | Unchanged |
| Acorns Advisers, LLC | 492 | $250.0K | 0.00% | +80+19.4% | Added |
| Braun-Bostich & Associates Inc. | 491 | $249.5K | 0.18% | +44+9.8% | Added |
| Portland Global Advisors LLC | 490 | $249.0K | 0.03% | 00.0% | Unchanged |
| Rothschild Capital Partners, LLC | 490 | $249.0K | 0.07% | 00.0% | Unchanged |
| Smith Anglin Financial, LLC | 490 | $248.7K | 0.03% | −23−4.5% | Reduced |
| Key Financial Inc | 487 | $247.4K | 0.05% | 00.0% | Unchanged |
| Security National Bank of So Dak | 487 | $247.4K | 0.14% | +53+12.2% | Added |
| Aspiriant, LLC | 487 | $247.4K | 0.01% | −3−0.6% | Reduced |
| Hengehold Capital Management LLC | 486 | $247.0K | 0.02% | 00.0% | Unchanged |
| HBW Advisory Services LLC | 486 | $246.9K | 0.04% | +13+2.7% | Added |
| Gitterman Wealth Management, LLC | 485 | $246.6K | 0.07% | +2+0.4% | Added |
| Dana Investment Advisors, Inc. | 485 | $246.4K | 0.01% | −114−19.0% | Reduced |
| Stephens Investment Management Group LLC | 482 | $244.9K | 0.00% | 00.0% | Unchanged |
| Ruggaard & Associates LLC | 480 | $243.9K | 0.11% | +5+1.1% | Added |
| Single Point Partners, LLC | 477 | $243.0K | 0.06% | +17+3.7% | Added |
| Victory Financial Group, LLC | 478 | $242.9K | 0.05% | +478 | New |
| Kondo Wealth Advisors, Inc. | 475 | $241.3K | 0.12% | +3+0.6% | Added |
| Vista Cima Wealth Management LLC | 474 | $240.8K | 0.26% | −19−3.9% | Reduced |
| Avidian Wealth Solutions, LLC | 474 | $240.8K | 0.01% | −3−0.6% | Reduced |
| SCS Capital Management LLC | 473 | $240.4K | 0.00% | +473 | New |
| Up Strategic Wealth Investment Advisors LLC | 473 | $240.3K | 0.21% | +473 | New |
| West Bancorporation Inc | 472 | $239.8K | 0.16% | −4−0.8% | Reduced |
| Darwin Advisors, LLC | 481 | $239.8K | 0.08% | 00.0% | Unchanged |
| RBA Wealth Management, LLC | 471 | $239.2K | 0.09% | −10,247−95.6% | Reduced |
| OneAscent Investment Solutions LLC | 470 | $239.0K | 0.28% | +470 | New |
| Venture Visionary Partners LLC | 469 | $238.3K | 0.01% | −35−6.9% | Reduced |
| SRN Advisors, LLC | 468 | $237.8K | 0.27% | 00.0% | Unchanged |
| Wealth Advisory Solutions, LLC | 468 | $237.8K | 0.06% | +468 | New |
| Yukon Wealth Management, Inc. | 466 | $236.8K | 0.10% | +466 | New |
| Novak & Powell Financial Services, Inc. | 466 | $236.5K | 0.15% | 00.0% | Unchanged |
| Wynn Capital, LLC | 464 | $235.8K | 0.14% | 00.0% | Unchanged |
| Lake Street Financial LLC | 463 | $235.3K | 0.04% | +50+12.1% | Added |
| Grant/GrossMendelsohn, LLC | 490 | $234.9K | 0.13% | 00.0% | Unchanged |
| Laffer Tengler Investments | 462 | $234.7K | 0.05% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 461 | $234.5K | 0.16% | 00.0% | Unchanged |
| D.B. Root & Company, LLC | 461 | $234.2K | 0.08% | −56−10.8% | Reduced |
| Walkner Condon Financial Advisors LLC | 460 | $233.7K | 0.05% | +38+9.0% | Added |
| Legacy Solutions, LLC | 459 | $233.3K | 0.26% | +16+3.6% | Added |
| Montecito Bank & Trust | 457 | $232.2K | 0.04% | −40−8.0% | Reduced |
| Ashton Thomas Securities, LLC | 457 | $232.2K | 0.06% | 00.0% | Unchanged |
| LVZ Advisors, Inc. | 456 | $231.7K | 0.03% | 00.0% | Unchanged |
| Copperwynd Financial, LLC | 455 | $231.2K | 0.06% | −14−3.0% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 455 | $231.2K | 0.01% | −10−2.2% | Reduced |
| Hill Investment Group Partners, LLC | 455 | $231.2K | 0.03% | −71−13.5% | Reduced |
| Deseret Mutual Benefit Administrators | 455 | $231.2K | 0.11% | +122+36.6% | Added |
| IFC Advisors LLC | 455 | $231.2K | 0.05% | +455 | New |
| Hutchens & Kramer Investment Management Group, LLC | 453 | $230.2K | 0.13% | +453 | New |
| Systematic Alpha Investments, LLC | 452 | $229.7K | 0.01% | 00.0% | Unchanged |
| Tandem Capital Management Corp | 449 | $228.1K | 0.13% | −8−1.8% | Reduced |
| Y.D. More Investments Ltd | 447 | $227.1K | 0.02% | +55+14.0% | Added |
| Nalls Sherbakoff Group, LLC | 447 | $227.1K | 0.18% | +447 | New |
| Park Edge Advisors, LLC | 446 | $226.6K | 0.06% | −656−59.5% | Reduced |
| Longboard Asset Management, LP | 445 | $226.1K | 0.66% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 444 | $225.6K | 0.02% | 00.0% | Unchanged |
| Sovran Advisors, LLC | 487 | $225.4K | 0.03% | +487 | New |
| General Partner, Inc. | 443 | $225.1K | 0.15% | 00.0% | Unchanged |
| Seven Mile Advisory | 442 | $224.6K | 0.15% | +442 | New |
| Flywheel Private Wealth LLC | 440 | $223.6K | 0.20% | 00.0% | Unchanged |
| Beese Fulmer Investment Management, Inc. | 439 | $223.1K | 0.02% | +21+5.0% | Added |
| Kames Capital plc | 436 | $221.6K | 0.00% | +405+1,306.5% | Added |
| Wetzel Investment Advisors, Inc. | 435 | $221.1K | 0.11% | −63−12.7% | Reduced |
| San Luis Wealth Advisors LLC | 434 | $221.0K | 0.05% | −4−0.9% | Reduced |
| Keyes, Stange & Wooten Wealth Management, LLC | 434 | $220.5K | 0.13% | −5−1.1% | Reduced |
| Perennial Investment Advisors, LLC | 432 | $219.6K | 0.02% | +29+7.2% | Added |
| Stewardship Advisors, LLC | 432 | $219.5K | 0.06% | +432 | New |
| Eqis Capital Management, Inc. | 431 | $218.8K | 0.02% | −43−9.1% | Reduced |
| Greenspring Advisors, LLC | 430 | $218.5K | 0.05% | 00.0% | Unchanged |
| OneAscent Family Office, LLC | 425 | $216.0K | 0.20% | +425 | New |
| UMA Financial Services, Inc. | 425 | $215.9K | 0.04% | −18−4.1% | Reduced |
| Valley Brook Capital Group | 425 | $215.9K | 0.17% | 00.0% | Unchanged |
| Sentinus, LLC | 423 | $214.9K | 0.06% | +423 | New |
| Safeguard Investment Advisory Group, LLC | 421 | $214.5K | 0.06% | +421 | New |
| Dale Q Rice Investment Management Ltd | 422 | $214.5K | 0.11% | +422 | New |
| Guardian Wealth Advisors, LLC | 421 | $213.9K | 0.02% | +7+1.7% | Added |
| New Covenant Trust Company, N.A. | 425 | $213.6K | 0.23% | −16−3.6% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 419 | $212.9K | 0.01% | +419 | New |
| Financial Advisors Network, Inc. | 418 | $212.4K | 0.04% | −10−2.3% | Reduced |
| Magnetar Financial LLC | 418 | $212.4K | 0.00% | +418 | New |
| Florida Financial Advisors, LLC | 416 | $211.1K | 0.08% | +416 | New |
| Teramo Advisors, LLC | 414 | $210.4K | 0.09% | +414 | New |
| Cairn Investment Group, Inc. | 414 | $210.0K | 0.12% | 00.0% | Unchanged |
| Mitchell Capital Management Co | 413 | $209.6K | 0.04% | −21−4.8% | Reduced |
| Moody Lynn & Lieberson, LLC | 412 | $209.3K | 0.01% | 00.0% | Unchanged |
| Rock Point Advisors, LLC | 410 | $208.3K | 0.06% | −15−3.5% | Reduced |
| Innova Wealth Partners | 409 | $207.8K | 0.13% | +409 | New |
| Blue Chip Partners, Inc. | 409 | $207.7K | 0.02% | 00.0% | Unchanged |
| PFW Advisors LLC | 408 | $207.3K | 0.06% | 00.0% | Unchanged |