Skip to main content
Livermore
Livermore
ZHEN

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.

Institutional holdersQ1 2025: 2,081 institutions
Q1 2021: 1,300 institutionsQ2 2021: 1,358 institutionsQ3 2021: 1,417 institutionsQ4 2021: 1,541 institutionsQ1 2022: 1,650 institutionsQ2 2022: 1,559 institutionsQ3 2022: 1,501 institutionsQ4 2022: 1,571 institutionsQ1 2023: 1,598 institutionsQ2 2023: 1,622 institutionsQ3 2023: 1,625 institutionsQ4 2023: 1,773 institutionsQ1 2024: 1,835 institutionsQ2 2024: 1,842 institutionsQ3 2024: 1,936 institutionsQ4 2024: 2,045 institutionsQ1 2025: 2,081 institutionsQ2 2025: 2,067 institutionsQ3 2025: 2,058 institutionsQ4 2025: 2,203 institutionsQ1 2026: 2,126 institutionsQ2 2026: 2,076 institutions
Value heldQ1 2025: $135.4B
Q1 2021: $76.2BQ2 2021: $92.0BQ3 2021: $95.7BQ4 2021: $107.5BQ1 2022: $127.4BQ2 2022: $99.6BQ3 2022: $87.7BQ4 2022: $93.8BQ1 2023: $95.3BQ2 2023: $111.1BQ3 2023: $100.4BQ4 2023: $121.3BQ1 2024: $115.2BQ2 2024: $121.4BQ3 2024: $140.2BQ4 2024: $134.2BQ1 2025: $135.4BQ2 2025: $140.5BQ3 2025: $126.8BQ4 2025: $137.4BQ1 2026: $108.7BQ2 2026: $105.7B
Institutions holding SPGI and their total value by quarter
QuarterHoldersValue
Q2 20262,076$105.7B
Q1 20262,126$108.7B
Q4 20252,203$137.4B
Q3 20252,058$126.8B
Q2 20252,067$140.5B
Q1 20252,081$135.4B
Q4 20242,045$134.2B
Q3 20241,936$140.2B
Q2 20241,842$121.4B
Q1 20241,835$115.2B
Q4 20231,773$121.3B
Q3 20231,625$100.4B
Q2 20231,622$111.1B
Q1 20231,598$95.3B
Q4 20221,571$93.8B
Q3 20221,501$87.7B
Q2 20221,559$99.6B
Q1 20221,650$127.4B
Q4 20211,541$107.5B
Q3 20211,417$95.7B
Q2 20211,358$92.0B
Q1 20211,300$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.

Institutions holding SPGI in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
PFG Private Wealth Management, LLC19$9.65K0.01%+19New
Heritage Wealth Advisors18$9.15K0.00%−3−14.3%Reduced
Gables Capital Management Inc.18$9.15K0.00%00.0%Unchanged
Atlantic Edge Private Wealth Management, LLC18$9.15K0.00%+8+80.0%Added
Parvin Asset Management, LLC18$9.15K0.01%+18New
Ameriflex Group, Inc.18$9.15K0.00%+18New
DiNuzzo Private Wealth, Inc.17$8.64K0.00%−1−5.6%Reduced
Brown, Lisle/Cummings, Inc.17$8.64K0.00%+11+183.3%Added
Copeland Capital Management, LLC17$8.64K0.00%+17New
Clark Wealth Partners16$8.13K0.01%00.0%Unchanged
SJS Investment Consulting Inc.15$7.62K0.00%+4+36.4%Added
First United Bank Trust15$7.62K0.00%+15New
HFM Investment Advisors, LLC15$7.62K0.00%+15New
Binnacle Investments Inc15$7.62K0.01%+15New
Beaird Harris Wealth Management, LLC14$7.11K0.00%−14−50.0%Reduced
Sittner & Nelson, LLC14$7.11K0.00%00.0%Unchanged
First PREMIER Bank14$7.00K0.00%00.0%Unchanged
Fairman Group, LLC14$6.97K0.01%00.0%Unchanged
MPWM Advisory Solutions, LLC13$6.61K0.00%00.0%Unchanged
WealthTrak Capital Management LLC13$6.61K0.01%+2+18.2%Added
MJT & Associates Financial Advisory Group, Inc.13$6.61K0.01%+13New
Walleye Capital LLC13$6.61K0.00%−22,043−99.9%Reduced
REAP Financial Group, LLC13$6.61K0.00%+13New
True Wealth Design, LLC12$6.17K0.00%+9+300.0%Added
Westside Investment Management, Inc.12$6.13K0.00%00.0%Unchanged
Trifecta Capital Advisors, LLC12$6.10K0.00%00.0%Unchanged
Halbert Hargrove Global Advisors, LLC12$6.10K0.00%+12New
Evelyn Partners Asset Management Ltd12$6.10K0.00%−1,453−99.2%Reduced
Front Row Advisors LLC12$6.10K0.00%00.0%Unchanged
N.E.W. Advisory Services LLC12$6.10K0.00%+12New
Kozak & Associates, Inc.12$5.66K0.00%+12New
Altshuler Shaham Ltd11$5.59K0.00%−31−73.8%Reduced
Contravisory Investment Management, Inc.11$5.59K0.00%00.0%Unchanged
Vermillion & White Wealth Management Group, LLC11$5.59K0.00%00.0%Unchanged
Winnow Wealth LLC11$5.21K0.00%+4+57.1%Added
Transce3nd, LLC10$5.08K0.00%−6−37.5%Reduced
Riggs Asset Managment Co. Inc.10$5.08K0.00%00.0%Unchanged
Stuart Chaussee & Associates, Inc.10$5.08K0.00%00.0%Unchanged
South Plains Financial, Inc.10$5.08K0.00%00.0%Unchanged
Principia Wealth Advisory, LLC10$4.74K0.00%+2+25.0%Added
TD Capital Management LLC9$4.60K0.00%00.0%Unchanged
WestEnd Advisors, LLC9$4.57K0.00%+3+50.0%Added
Twin Lakes Capital Management, LLC8$4.22K0.00%00.0%Unchanged
Mendota Financial Group, LLC8$4.07K0.00%00.0%Unchanged
Richards, Merrill & Peterson, Inc.8$4.07K0.00%00.0%Unchanged
TruNorth Capital Management, LLC8$4.07K0.00%00.0%Unchanged
Global Trust Asset Management, LLC8$4.07K0.00%00.0%Unchanged
Core Alternative Capital8$4.07K0.00%00.0%Unchanged
ESL Trust Services, LLC8$4.07K0.00%00.0%Unchanged
Barrett & Company, Inc.7$3.56K0.00%00.0%Unchanged
Tidemark, LLC7$3.56K0.00%00.0%Unchanged
Crews Bank & Trust7$3.56K0.00%00.0%Unchanged
Burkett Financial Services, LLC6$3.06K0.00%00.0%Unchanged
Iron Horse Wealth Management, LLC6$3.05K0.00%00.0%Unchanged
WealthCollab, LLC6$3.05K0.00%+4+200.0%Added
Bare Financial Services, Inc6$3.05K0.00%+6New
Country Trust Bank5$2.54K0.00%00.0%Unchanged
Stephens Consulting, LLC5$2.54K0.00%+5New
American Capital Advisory, LLC5$2.54K0.00%+5New
Bay Harbor Wealth Management, LLC5$2.54K0.00%+5New
PayPay Securities Corp4$2.23K0.13%−3−42.9%Reduced
1620 Investment Advisors, Inc.4$2.08K0.00%00.0%Unchanged
Northwest Capital Management Inc4$2.04K0.00%00.0%Unchanged
Redwood Park Advisors LLC4$2.03K0.00%00.0%Unchanged
Blume Capital Management, Inc.4$2.03K0.00%+4New
Cedar Wealth Management, LLC4$2.03K0.00%00.0%Unchanged
Davis Capital Management4$2.03K0.00%00.0%Unchanged
Chesapeake Asset Management LLC4$2.03K0.00%+1+33.3%Added
Kimelman & Baird, LLC3$1.52K0.00%00.0%Unchanged
Wood Tarver Financial Group, LLC3$1.52K0.00%00.0%Unchanged
Parkworth Wealth Management, Inc.3$1.52K0.00%00.0%Unchanged
Optimum Investment Advisors3$1.52K0.00%+3New
JCIC Asset Management Inc.2$1.02K0.00%+2New
Greenline Partners, LLC2$1.02K0.00%+2New
Dogwood Wealth Management LLC2$1.02K0.00%+2New
Transamerica Financial Advisors, Inc.2$1.00K0.00%00.0%Unchanged
PEAK6 LLC2$9270.00%00.0%Unchanged
Cape Investment Advisory, Inc.1$5080.00%−19−95.0%Reduced
Wealth Preservation Advisors, LLC1$5080.00%+1New
ROSS\JOHNSON & Associates LLC1$5080.01%+1New
Bear Mountain Capital, Inc.1$4950.00%+1New
Proequities, Inc.0$00.00%−3,361−100.0%Sold out
Polar Asset Management Partners Inc.0$00.00%−47,000−100.0%Sold out
Raub Brock Capital Management LP0$00.00%−37,311−100.0%Sold out
Trivest Advisors Ltd0$00.00%−36,400−100.0%Sold out
Generate Investment Management Ltd0$00.00%−24,033−100.0%Sold out
Crestline Management, LP0$00.00%−17,635−100.0%Sold out
Canada Post Corp Registered Pension Plan0$00.00%−16,484−100.0%Sold out
Van Hulzen Asset Management, LLC0$00.00%−13,749−100.0%Sold out
Polymer Capital Management (HK) LTD0$00.00%−9,571−100.0%Sold out
Quantbot Technologies LP0$00.00%−7,577−100.0%Sold out
Katamaran Capital LLP0$00.00%−7,485−100.0%Sold out
HRT Financial LP0$00.00%−6,574−100.0%Sold out
Itau Unibanco Holding S.A.0$00.00%−5,711−100.0%Sold out
Keystone Investors Pte Ltd0$00.00%−4,127−100.0%Sold out
Solidarilty Wealth, LLC0$00.00%−4,026−100.0%Sold out
Jump Financial, LLC0$00.00%−3,855−100.0%Sold out
Cullen Investment Group, Ltd.0$00.00%−3,807−100.0%Sold out
BTG Pactual Asset Management US LLC0$00.00%−3,499−100.0%Sold out
First Hawaiian Bank0$00.00%−2,983−100.0%Sold out