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, Q3 2025
Institutional positions in S&P Global Inc. as of Sep 30, 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
- 2,059
- +26 vs. Q2 2025
- Shares held
- 263.1M
- −957.9K (−0.4%) vs. Q2 2025
- Total value
- $126.8B
- −$11.3B (−8.2%) vs. Q2 2025
- New holders
- 154
- 789 more added
- Sold out
- 128
- 767 more reduced
35 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2025: 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 | 2,127 | $108.7B |
| Q4 2025 | 2,204 | $137.4B |
| Q3 2025 | 2,059 | $126.8B |
| Q2 2025 | 2,068 | $140.5B |
| Q1 2025 | 2,082 | $135.4B |
| Q4 2024 | 2,046 | $134.2B |
| Q3 2024 | 1,937 | $140.2B |
| Q2 2024 | 1,843 | $121.4B |
| Q1 2024 | 1,836 | $115.2B |
| Q4 2023 | 1,774 | $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, Q3 2025
Shares, value and share of portfolio for each institution holding S&P Global Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Elm3 Financial Group, LLC | 831 | $404.5K | 0.33% | −50−5.7% | Reduced |
| Convergence Financial, LLC | 832 | $405.0K | 0.06% | 00.0% | Unchanged |
| ORG Partners LLC | 832 | $405.6K | 0.07% | −87−9.5% | Reduced |
| LM Advisors LLC | 834 | $406.0K | 0.06% | 00.0% | Unchanged |
| Optimize Financial Inc | 838 | $407.9K | 0.21% | +115+15.9% | Added |
| Azimuth Capital Investment Management LLC | 840 | $408.8K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 841 | $409.3K | 0.06% | −22−2.5% | Reduced |
| D'Orazio & Associates, Inc. | 845 | $411.3K | 0.05% | +66+8.5% | Added |
| Dudley Capital Management, LLC | 848 | $412.7K | 0.19% | +5+0.6% | Added |
| Pekin Hardy Strauss, Inc. | 849 | $413.2K | 0.04% | +52+6.5% | Added |
| Wakefield Asset Management LLLP | 851 | $414.2K | 0.11% | −62−6.8% | Reduced |
| Relyea Zuckerberg Hanson LLC | 851 | $414.3K | 0.04% | −113−11.7% | Reduced |
| D.B. Root & Company, LLC | 855 | $416.1K | 0.11% | −199−18.9% | Reduced |
| Meritage Portfolio Management | 855 | $416.1K | 0.03% | −81−8.7% | Reduced |
| Financial Consulate, Inc | 855 | $416.1K | 0.06% | +855 | New |
| Nwam LLC | 866 | $416.4K | 0.02% | −146−14.4% | Reduced |
| Philip James Wealth Mangement, LLC | 857 | $417.0K | 0.05% | +327+61.7% | Added |
| Revisor Wealth Management LLC | 856 | $417.9K | 0.14% | −141−14.1% | Reduced |
| Centerpoint Advisors, LLC | 859 | $418.0K | 0.13% | +21+2.5% | Added |
| Linscomb & Williams, Inc. | 860 | $418.3K | 0.02% | −21−2.4% | Reduced |
| OneAscent Financial Services LLC | 860 | $418.4K | 0.03% | −178−17.1% | Reduced |
| Joel Isaacson & Co., LLC | 862 | $419.5K | 0.02% | 00.0% | Unchanged |
| Financial Network Wealth Management LLC | 852 | $420.0K | 0.13% | +852 | New |
| AssuredPartners Investment Advisors, LLC | 868 | $422.5K | 0.09% | +402+86.3% | Added |
| Sentry Investment Management LLC | 878 | $424.0K | 0.28% | −754−46.2% | Reduced |
| Amica Retiree Medical Trust | 871 | $424.0K | 0.58% | 00.0% | Unchanged |
| Northstar Advisory Group, LLC | 872 | $424.4K | 0.17% | −65−6.9% | Reduced |
| Onefund, LLC | 873 | $424.9K | 0.27% | +32+3.8% | Added |
| Matthew Goff Investment Advisor, LLC | 874 | $425.4K | 0.07% | +19+2.2% | Added |
| Symphony Financial, Ltd. Co. | 880 | $427.2K | 0.05% | −2,407−73.2% | Reduced |
| Avalon Trust Co | 878 | $427.3K | 0.03% | +626+248.4% | Added |
| Mitchell Sinkler & Starr | 882 | $429.3K | 0.19% | −15−1.7% | Reduced |
| Howard Capital Management Group, LLC | 883 | $429.8K | 0.03% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 886 | $431.3K | 0.02% | −105−10.6% | Reduced |
| Concord Asset Management, LLC | 893 | $434.8K | 0.08% | −139−13.5% | Reduced |
| Tilia Fiduciary Partners, Inc. | 897 | $436.4K | 0.25% | −170−15.9% | Reduced |
| Riverwater Partners LLC | 901 | $438.5K | 0.18% | +68+8.2% | Added |
| Essential Partners LLC | 905 | $440.5K | 0.15% | −43−4.5% | Reduced |
| Grove Bank & Trust | 906 | $441.0K | 0.05% | +12+1.3% | Added |
| Strategic Blueprint, LLC | 909 | $442.5K | 0.02% | +5+0.6% | Added |
| Topsail Wealth Management, LLC | 913 | $444.4K | 0.08% | +76+9.1% | Added |
| Gen-Wealth Partners Inc | 915 | $445.3K | 0.15% | −75−7.6% | Reduced |
| Alpha Family Trust | 920 | $447.8K | 0.21% | 00.0% | Unchanged |
| Purkiss Capital Advisors LLC | 920 | $447.8K | 0.21% | +920 | New |
| Prestige Wealth Management Group LLC | 920 | $447.8K | 0.09% | +8+0.9% | Added |
| XML Financial, LLC | 921 | $448.3K | 0.04% | 00.0% | Unchanged |
| Stokes Capital Advisors, LLC | 921 | $448.3K | 0.10% | +125+15.7% | Added |
| West Michigan Advisors, LLC | 925 | $450.4K | 0.11% | −14−1.5% | Reduced |
| Tenon Financial LLC | 928 | $451.7K | 0.23% | 00.0% | Unchanged |
| Fiduciary Group LLC | 930 | $452.6K | 0.04% | +19+2.1% | Added |
| Lafayette Investments, Inc. | 931 | $453.1K | 0.09% | +94+11.2% | Added |
| First Interstate Bank | 932 | $453.6K | 0.03% | −5−0.5% | Reduced |
| Wolff Wiese Magana LLC | 932 | $453.6K | 0.26% | +14+1.5% | Added |
| Stock Yards Bank & Trust Co | 932 | $453.6K | 0.01% | −11−1.2% | Reduced |
| Founders Financial Alliance, LLC | 933 | $454.1K | 0.09% | +347+59.2% | Added |
| WSFS Capital Management, LLC | 939 | $457.0K | 0.02% | −697−42.6% | Reduced |
| 44 Wealth Management LLC | 943 | $459.1K | 0.16% | +11+1.2% | Added |
| Dividend Assets Capital, LLC | 946 | $460.4K | 0.08% | 00.0% | Unchanged |
| FSM Wealth Advisors, LLC | 947 | $460.8K | 0.07% | +105+12.5% | Added |
| Balboa Wealth Partners | 948 | $461.5K | 0.08% | −10−1.0% | Reduced |
| Summitry LLC | 949 | $461.9K | 0.02% | +66+7.5% | Added |
| Accel Wealth Management | 952 | $463.3K | 0.13% | −100−9.5% | Reduced |
| Zacks Investment Management | 952 | $463.3K | 0.00% | +473+98.7% | Added |
| Cornerstone Wealth Advisors, Inc. | 955 | $464.8K | 0.11% | 00.0% | Unchanged |
| 3Chopt Investment Partners, LLC | 955 | $464.8K | 0.11% | +59+6.6% | Added |
| Moss Adams Wealth Advisors LLC | 955 | $464.8K | 0.04% | +18+1.9% | Added |
| Stanley-Laman Group, Ltd. | 956 | $465.3K | 0.07% | −508−34.7% | Reduced |
| PAX Financial Group, LLC | 957 | $465.8K | 0.08% | +17+1.8% | Added |
| Arete Wealth Advisors, LLC | 957 | $466.0K | 0.03% | +8+0.8% | Added |
| Gallagher Fiduciary Advisors, LLC | 962 | $468.0K | 0.02% | −134−12.2% | Reduced |
| Modera Wealth Management, LLC | 966 | $470.3K | 0.01% | +6+0.6% | Added |
| CNB Bank | 971 | $472.6K | 0.20% | −8−0.8% | Reduced |
| Fulton Bank, N.A. | 975 | $474.5K | 0.02% | −153−13.6% | Reduced |
| Center for Financial Planning, Inc. | 978 | $476.0K | 0.05% | −1,459−59.9% | Reduced |
| Prudent Man Advisors, LLC | 982 | $477.9K | 0.18% | −984−50.1% | Reduced |
| J.W. Cole Advisors, Inc. | 983 | $478.5K | 0.01% | +196+24.9% | Added |
| Fosun International Ltd | 985 | $479.4K | 0.18% | 00.0% | Unchanged |
| Elgethun Capital Management | 983 | $479.5K | 0.09% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 986 | $479.9K | 0.01% | −415−29.6% | Reduced |
| Colonial River Wealth Management, LLC | 986 | $479.9K | 0.18% | −3−0.3% | Reduced |
| Cromwell Holdings LLC | 987 | $480.4K | 0.26% | 00.0% | Unchanged |
| Advisory Alpha, LLC | 1,009 | $480.9K | 0.01% | +512+103.0% | Added |
| Wallace Advisory Group, LLC | 916 | $483.0K | 0.39% | −55−5.7% | Reduced |
| Argyle Capital Partners, LLC | 994 | $483.7K | 0.35% | +184+22.7% | Added |
| Gilbert & Cook, Inc. | 994 | $483.8K | 0.06% | +4+0.4% | Added |
| Jefferies Financial Group Inc. | 1,000 | $486.7K | 0.00% | −200−16.7% | Reduced |
| Waterway Wealth Management, LLC | 1,000 | $486.7K | 0.12% | +1,000 | New |
| Waverton Investment Management Ltd | 1,001 | $487.0K | 0.01% | −12−1.2% | Reduced |
| 1776 Wealth LLC | 1,012 | $492.6K | 0.19% | −38−3.6% | Reduced |
| Private Wealth Asset Management, LLC | 1,012 | $492.6K | 0.06% | −11−1.1% | Reduced |
| Versant Capital Management, Inc | 1,012 | $492.6K | 0.07% | +26+2.6% | Added |
| Leo Wealth, LLC | 1,014 | $493.5K | 0.06% | −2,765−73.2% | Reduced |
| Provenance Wealth Advisors, LLC | 1,014 | $493.5K | 0.06% | 00.0% | Unchanged |
| Optas, LLC | 1,015 | $494.0K | 0.08% | +81+8.7% | Added |
| Bryn Mawr Trust Co | 1,016 | $494.5K | 0.01% | −1,354−57.1% | Reduced |
| Applied Capital LLC | 1,017 | $495.0K | 0.35% | 00.0% | Unchanged |
| Element Capital Management LLC | 1,017 | $495.0K | 0.70% | +1,017 | New |
| Buckingham Strategic Partners | 1,015 | $495.2K | 0.01% | −959−48.6% | Reduced |
| Ayrshire Capital Management LLC | 1,023 | $497.9K | 0.23% | 00.0% | Unchanged |
| Rosenblum Silverman Sutton S F Inc | 1,024 | $498.2K | 0.11% | 00.0% | Unchanged |