S&P Global Inc.
SPGI- 交易所
- NYSE
- 產業
- Services-Consumer Credit Reporting, Collection Agencies
- SEC CIK
- 0000064040
近 90 天,S&P Global Inc. 沒有內部人公開市場買賣的申報;2026 年第 2 季末有 2,076 家機構在 13F 申報持有,市值合計 $1,057 億;TCI 兒童投資基金、潘興廣場等 9 位大師持有。
2023 年第 4 季 13F 持有人
S&P Global Inc. 在 2023/12/31 季末的機構持股。管理 1 億美元以上美股的機構,每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 1,774
- 較 2023 年第 3 季 +174 家
- 持有股數
- 2.76 億
- 較 2023 年第 3 季 +138.1 萬 (+0.5%)
- 總市值
- $1,213 億
- 較 2023 年第 3 季 +$210.6 億 (+21.0%)
- 新進機構
- 270
- 另有 629 家加碼
- 清倉機構
- 96
- 另有 637 家減碼
另有 25 家機構在 2023 年第 3 季持有、還沒有申報 2023 年第 4 季 13F:沒申報不算清倉,也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起,每季在 13F 申報持有 SPGI 的機構家數與合計市值。市值是各季季末的申報市值,也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 2,076 | $1,057 億 |
| 2026 年第 1 季 | 2,127 | $1,087 億 |
| 2025 年第 4 季 | 2,204 | $1,374 億 |
| 2025 年第 3 季 | 2,059 | $1,268 億 |
| 2025 年第 2 季 | 2,068 | $1,405 億 |
| 2025 年第 1 季 | 2,082 | $1,354 億 |
| 2024 年第 4 季 | 2,046 | $1,342 億 |
| 2024 年第 3 季 | 1,937 | $1,402 億 |
| 2024 年第 2 季 | 1,843 | $1,214 億 |
| 2024 年第 1 季 | 1,836 | $1,152 億 |
| 2023 年第 4 季 | 1,774 | $1,213 億 |
| 2023 年第 3 季 | 1,625 | $1,004 億 |
| 2023 年第 2 季 | 1,622 | $1,111 億 |
| 2023 年第 1 季 | 1,598 | $953.2 億 |
| 2022 年第 4 季 | 1,571 | $937.5 億 |
| 2022 年第 3 季 | 1,501 | $877.1 億 |
| 2022 年第 2 季 | 1,559 | $996.3 億 |
| 2022 年第 1 季 | 1,650 | $1,274 億 |
| 2021 年第 4 季 | 1,541 | $1,075 億 |
| 2021 年第 3 季 | 1,417 | $957.3 億 |
| 2021 年第 2 季 | 1,358 | $919.5 億 |
| 2021 年第 1 季 | 1,300 | $761.9 億 |
2023 年第 4 季持有機構
每家機構持有 S&P Global Inc. 的股數、市值與佔組合比重;股數變化跟 2023 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Transform Wealth, LLC | 3,580 | $157.7 萬 | 0.15% | −322−8.3% | 減碼 |
| Wealthsource Partners, LLC | 3,583 | $157.8 萬 | 0.10% | −64−1.8% | 減碼 |
| Souders Financial Advisors | 3,586 | $158.0 萬 | 0.27% | −487−12.0% | 減碼 |
| Benjamin Edwards Inc | 3,594 | $158.3 萬 | 0.35% | −12−0.3% | 減碼 |
| Boston Trust Walden Corp | 3,598 | $158.5 萬 | 0.01% | +38+1.1% | 加碼 |
| Otter Creek Advisors, LLC | 3,600 | $158.6 萬 | 1.36% | −1,800−33.3% | 減碼 |
| Voya Financial Advisors, Inc. | 3,603 | $159.2 萬 | 0.19% | +48+1.4% | 加碼 |
| Bell Bank | 3,624 | $159.6 萬 | 0.15% | −324−8.2% | 減碼 |
| Quadcap Wealth Management, LLC | 3,644 | $160.5 萬 | 0.42% | +3,644 | 新進 |
| Roundview Capital LLC | 3,660 | $161.2 萬 | 0.15% | +72+2.0% | 加碼 |
| Strategic Wealth Partners Group LLC | 3,679 | $162.0 萬 | 0.20% | −24−0.6% | 減碼 |
| SageView Advisory Group, LLC | 3,573 | $162.4 萬 | 0.07% | +1,106+44.8% | 加碼 |
| Handelsinvest Investeringsforvaltning | 3,733 | $164.4 萬 | 0.67% | +3,733 | 新進 |
| Wealth Alliance | 3,735 | $164.5 萬 | 0.23% | −64−1.7% | 減碼 |
| First Bank & Trust | 3,786 | $166.8 萬 | 0.40% | +457+13.7% | 加碼 |
| Nichols & Pratt Advisers LLP | 3,792 | $167.0 萬 | 0.12% | −8−0.2% | 減碼 |
| Savant Capital, LLC | 3,795 | $167.2 萬 | 0.02% | +656+20.9% | 加碼 |
| Hamilton Point Investment Advisors, LLC | 3,800 | $167.4 萬 | 0.34% | 00.0% | 不變 |
| Meeder Advisory Services, Inc. | 3,809 | $167.8 萬 | 0.19% | +11+0.3% | 加碼 |
| Atlas Private Wealth Management | 3,818 | $168.2 萬 | 0.79% | +49+1.3% | 加碼 |
| Qtron Investments LLC | 3,824 | $168.5 萬 | 0.28% | 00.0% | 不變 |
| Trust Asset Management LLC | 3,825 | $168.5 萬 | 0.16% | 00.0% | 不變 |
| Principal Securities, Inc. | 3,830 | $168.7 萬 | 0.06% | +3,830 | 新進 |
| GYL Financial Synergies, LLC | 3,835 | $168.9 萬 | 0.14% | +25+0.7% | 加碼 |
| Davy Global Fund Management Ltd | 3,860 | $170.0 萬 | 0.20% | −58−1.5% | 減碼 |
| Skylands Capital, LLC | 3,875 | $170.7 萬 | 0.25% | −1,000−20.5% | 減碼 |
| Valeo Financial Advisors, LLC | 3,893 | $171.5 萬 | 0.07% | −598−13.3% | 減碼 |
| Arden Trust Co | 3,900 | $171.8 萬 | 0.25% | −1,577−28.8% | 減碼 |
| Evercore Wealth Management, LLC | 3,928 | $173.0 萬 | 0.03% | +116+3.0% | 加碼 |
| Buckingham Strategic Wealth, LLC | 3,941 | $173.6 萬 | 0.02% | +17+0.4% | 加碼 |
| Guyasuta Investment Advisors Inc | 3,973 | $175.0 萬 | 0.13% | 00.0% | 不變 |
| OV Management LLC | 4,000 | $176.2 萬 | 1.45% | +4,000 | 新進 |
| Excalibur Management Corp | 4,003 | $176.3 萬 | 0.83% | 00.0% | 不變 |
| Comprehensive Financial Consultants Institutional, Inc. | 4,018 | $177.0 萬 | 0.82% | +357+9.8% | 加碼 |
| WealthShield Partners, LLC | 4,021 | $177.1 萬 | 0.29% | −1,825−31.2% | 減碼 |
| Oppenheimer & Co Inc | 4,024 | $177.3 萬 | 0.03% | +317+8.6% | 加碼 |
| Private Trust Co NA | 4,036 | $177.8 萬 | 0.21% | +36+0.9% | 加碼 |
| SkyView Investment Advisors, LLC | 4,049 | $178.4 萬 | 0.45% | +285+7.6% | 加碼 |
| Belpointe Asset Management LLC | 4,054 | $178.6 萬 | 0.16% | +19+0.5% | 加碼 |
| Old National Bancorp | 4,073 | $179.4 萬 | 0.05% | −401−9.0% | 減碼 |
| Wedbush Securities Inc | 4,121 | $181.5 萬 | 0.08% | −203−4.7% | 減碼 |
| IMS Capital Management | 4,131 | $182.0 萬 | 0.89% | 00.0% | 不變 |
| Avitas Wealth Management LLC | 4,136 | $182.2 萬 | 0.30% | +42+1.0% | 加碼 |
| Blue Fin Capital, Inc. | 4,164 | $183.5 萬 | 0.47% | −95−2.2% | 減碼 |
| Gotham Asset Management, LLC | 4,178 | $184.0 萬 | 0.03% | −38−0.9% | 減碼 |
| Flagship Harbor Advisors, LLC | 4,185 | $184.3 萬 | 0.13% | +851+25.5% | 加碼 |
| Eventide Asset Management, LLC | 4,208 | $185.4 萬 | 0.03% | +1,933+85.0% | 加碼 |
| Argent Trust Co | 4,221 | $185.9 萬 | 0.09% | +41+1.0% | 加碼 |
| Mount Yale Investment Advisors, LLC | 4,257 | $187.5 萬 | 0.18% | +61+1.5% | 加碼 |
| Decatur Capital Management, Inc. | 4,258 | $187.6 萬 | 1.12% | +311+7.9% | 加碼 |
| HB Wealth Management, LLC | 4,265 | $187.9 萬 | 0.03% | +85+2.0% | 加碼 |
| Congress Asset Management Co | 4,269 | $188.0 萬 | 0.01% | −59−1.4% | 減碼 |
| Parsons Capital Management Inc | 4,271 | $188.1 萬 | 0.13% | +178+4.3% | 加碼 |
| Ballentine Partners, LLC | 4,297 | $189.3 萬 | 0.04% | +358+9.1% | 加碼 |
| National Asset Management, Inc. | 4,359 | $192.0 萬 | 0.05% | −264−5.7% | 減碼 |
| Westpac Banking Corp | 4,374 | $192.7 萬 | 0.16% | −108−2.4% | 減碼 |
| Regal Investment Advisors LLC | 4,376 | $192.8 萬 | 0.15% | +1,749+66.6% | 加碼 |
| Cubist Systematic Strategies, LLC | 4,378 | $192.9 萬 | 0.02% | +4,378 | 新進 |
| Legacy Wealth Asset Management, LLC | 4,395 | $193.6 萬 | 0.64% | −11−0.2% | 減碼 |
| Profund Advisors LLC | 4,407 | $194.1 萬 | 0.08% | +714+19.3% | 加碼 |
| Jones Financial Companies LLLP | 4,481 | $197.4 萬 | 0.00% | +4,276+2,085.9% | 加碼 |
| Geneva Capital Management LLC | 4,482 | $197.4 萬 | 0.04% | −228−4.8% | 減碼 |
| Whitener Capital Management, Inc. | 4,500 | $198.2 萬 | 0.72% | 00.0% | 不變 |
| AXS Investments LLC | 4,518 | $199.0 萬 | 0.48% | −310−6.4% | 減碼 |
| Chemistry Wealth Management LLC | 4,520 | $199.1 萬 | 0.60% | +31+0.7% | 加碼 |
| Vident Advisory, LLC | 4,529 | $199.5 萬 | 0.05% | −3,704−45.0% | 減碼 |
| Chatham Capital Group, Inc. | 4,530 | $199.6 萬 | 0.40% | −110−2.4% | 減碼 |
| Great Lakes Retirement, Inc. | 4,531 | $199.6 萬 | 0.33% | −34−0.7% | 減碼 |
| Cyndeo Wealth Partners, LLC | 4,550 | $200.4 萬 | 0.19% | +1,754+62.7% | 加碼 |
| Rodgers Brothers Inc. | 4,565 | $201.1 萬 | 0.32% | −30−0.7% | 減碼 |
| Lake Street Advisors Group, LLC | 4,566 | $201.2 萬 | 0.10% | +4,566 | 新進 |
| Farther Finance Advisors, LLC | 4,592 | $202.3 萬 | 0.15% | +3,402+285.9% | 加碼 |
| Parallel Advisors, LLC | 4,610 | $203.1 萬 | 0.06% | +740+19.1% | 加碼 |
| Capital Group Investment Management Pte. Ltd. | 4,637 | $204.3 萬 | 0.21% | +372+8.7% | 加碼 |
| Bayesian Capital Management, LP | 4,645 | $204.6 萬 | 0.22% | +4,645 | 新進 |
| Resources Investment Advisors, LLC. | 4,655 | $205.1 萬 | 0.04% | −65−1.4% | 減碼 |
| Dohj, LLC | 4,667 | $205.6 萬 | 0.61% | +1,522+48.4% | 加碼 |
| Ashford Capital Management Inc | 4,718 | $207.8 萬 | 0.28% | +947+25.1% | 加碼 |
| NBT Bank N A | 4,753 | $209.4 萬 | 0.16% | −375−7.3% | 減碼 |
| Main Street Financial Solutions, LLC | 4,767 | $210.0 萬 | 0.27% | +165+3.6% | 加碼 |
| Resonant Capital Advisors, LLC | 4,776 | $210.4 萬 | 0.20% | +1,538+47.5% | 加碼 |
| Lederer & Associates Investment Counsel | 4,785 | $210.8 萬 | 1.56% | −103−2.1% | 減碼 |
| Cynosure Management, LLC | 4,792 | $211.1 萬 | 0.38% | +4,792 | 新進 |
| WealthPlan Investment Management, LLC | 4,812 | $212.0 萬 | 0.34% | +391+8.8% | 加碼 |
| Van Hulzen Asset Management, LLC | 4,818 | $212.2 萬 | 0.15% | 00.0% | 不變 |
| Waratah Capital Advisors Ltd. | 4,860 | $214.1 萬 | 0.12% | −589−10.8% | 減碼 |
| Cozad Asset Management Inc | 4,886 | $215.2 萬 | 0.25% | −964−16.5% | 減碼 |
| IFP Advisors, Inc | 4,892 | $215.5 萬 | 0.10% | +416+9.3% | 加碼 |
| Robertson Stephens Wealth Management, LLC | 4,907 | $216.2 萬 | 0.14% | +17+0.3% | 加碼 |
| American Money Management, LLC | 4,929 | $217.1 萬 | 0.49% | +13+0.3% | 加碼 |
| Enterprise Bank & Trust Co | 4,943 | $217.7 萬 | 0.78% | 00.0% | 不變 |
| MMBG Investment Advisors Co. | 4,960 | $218.5 萬 | 0.26% | −50−1.0% | 減碼 |
| Viking Fund Management LLC | 5,000 | $220.3 萬 | 0.43% | 00.0% | 不變 |
| Argus Investors' Counsel, Inc. | 5,026 | $221.4 萬 | 1.42% | +19+0.4% | 加碼 |
| AIA Group Ltd | 5,040 | $222.0 萬 | 0.09% | +499+11.0% | 加碼 |
| Consolidated Planning Corp | 5,051 | $222.5 萬 | 0.41% | +310+6.5% | 加碼 |
| NEOS Investment Management LLC | 5,075 | $223.6 萬 | 0.21% | +1,233+32.1% | 加碼 |
| Ascent Group, LLC | 5,217 | $224.1 萬 | 0.21% | +352+7.2% | 加碼 |
| American State Bank (Iowa) | 5,089 | $224.2 萬 | 1.43% | +14+0.3% | 加碼 |
| Cypress Asset Management Inc | 5,095 | $224.4 萬 | 0.68% | −36−0.7% | 減碼 |