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。
2024 年第 4 季 13F 持有人
S&P Global Inc. 在 2024/12/31 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
- 2,045
- 較 2024 年第 3 季 +146 家
- 持有股數
- 2.70 億
- 較 2024 年第 3 季 −64.1 萬 (−0.2%)
- 總市值
- $1,342 億
- 較 2024 年第 3 季 −$51.2 億 (−3.7%)
- 新進機構
- 261
- 另有 723 家加碼
- 清倉機構
- 115
- 另有 751 家減碼
另有 37 家機構在 2024 年第 3 季持有、還沒有申報 2024 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 |
2024 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 2024 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Gladstone Institutional Advisory LLC | 2,040 | $101.6 萬 | 0.05% | +450+28.3% | 加碼 |
| Simon Quick Advisors, LLC | 2,036 | $101.4 萬 | 0.06% | +129+6.8% | 加碼 |
| Confluence Wealth Services, Inc. | 1,975 | $101.4 萬 | 0.07% | −11−0.6% | 減碼 |
| Howard Capital Management Inc. | 2,027 | $101.0 萬 | 0.02% | +99+5.1% | 加碼 |
| Lee Financial Co | 2,024 | $100.8 萬 | 0.14% | −31−1.5% | 減碼 |
| Beaumont Financial Advisors, LLC | 2,022 | $100.7 萬 | 0.08% | +2+0.1% | 加碼 |
| CWA Asset Management Group, LLC | 2,015 | $100.3 萬 | 0.05% | −173−7.9% | 減碼 |
| Thoroughbred Financial Services, LLC | 2,005 | $99.8 萬 | 0.06% | −39−1.9% | 減碼 |
| Allworth Financial LP | 1,951 | $99.7 萬 | 0.01% | +446+29.6% | 加碼 |
| NorthCrest Asset Manangement, LLC | 1,995 | $99.4 萬 | 0.03% | −33−1.6% | 減碼 |
| W.H. Cornerstone Investments Inc. | 1,987 | $98.9 萬 | 0.66% | −910−31.4% | 減碼 |
| Waldron Private Wealth LLC | 1,978 | $98.5 萬 | 0.04% | +87+4.6% | 加碼 |
| Triglav Skladi, D.O.O. | 1,970 | $98.1 萬 | 0.08% | +1,970 | 新進 |
| Skylands Capital, LLC | 1,965 | $97.9 萬 | 0.14% | −150−7.1% | 減碼 |
| Outlook Wealth Advisors, LLC | 1,955 | $97.3 萬 | 0.28% | 00.0% | 不變 |
| Dimension Capital Management LLC | 1,950 | $97.1 萬 | 0.16% | +7+0.4% | 加碼 |
| Finivi Inc. | 1,948 | $97.0 萬 | 0.78% | +564+40.8% | 加碼 |
| Prudent Man Advisors, LLC | 1,945 | $96.9 萬 | 0.35% | +13+0.7% | 加碼 |
| Nippon Life Global Investors Americas, Inc. | 1,940 | $96.6 萬 | 0.04% | −12,200−86.3% | 減碼 |
| Magnolia Capital Advisors LLC | 1,938 | $96.5 萬 | 0.25% | +446+29.9% | 加碼 |
| Greenwood Capital Associates LLC | 1,911 | $95.2 萬 | 0.12% | −21,600−91.9% | 減碼 |
| Tema ETFs LLC | 1,907 | $95.0 萬 | 0.39% | +1,907 | 新進 |
| Kestra Investment Management, LLC | 1,900 | $94.7 萬 | 0.04% | −652−25.5% | 減碼 |
| Marcum Wealth, LLC | 1,900 | $94.6 萬 | 0.08% | +14+0.7% | 加碼 |
| Seeds Investor LLC | 1,896 | $94.4 萬 | 0.27% | +121+6.8% | 加碼 |
| Washington Trust Bank | 1,881 | $93.7 萬 | 0.09% | +1,426+313.4% | 加碼 |
| Roberts Capital Advisors, LLC | 1,874 | $93.3 萬 | 0.78% | 00.0% | 不變 |
| Elevated Capital Advisors, LLC | 1,872 | $93.2 萬 | 0.25% | −1−0.1% | 減碼 |
| Forte Capital LLC | 1,872 | $93.2 萬 | 0.10% | −77−4.0% | 減碼 |
| Fullcircle Wealth LLC | 1,717 | $93.1 萬 | 0.38% | −72−4.0% | 減碼 |
| Cary Street Partner Investment Advisory LLC | 1,865 | $92.9 萬 | 0.61% | −2,985−61.5% | 減碼 |
| Burney Co | 1,864 | $92.8 萬 | 0.03% | +474+34.1% | 加碼 |
| Geneos Wealth Management Inc. | 1,853 | $92.3 萬 | 0.03% | +3+0.2% | 加碼 |
| Premier Path Wealth Partners, LLC | 1,850 | $92.1 萬 | 0.14% | +4+0.2% | 加碼 |
| Founders Financial Securities LLC | 1,840 | $91.6 萬 | 0.08% | +88+5.0% | 加碼 |
| EPG Wealth Management LLC | 1,834 | $91.4 萬 | 0.24% | +1,834 | 新進 |
| Meridian Wealth Partners, LLC | 1,833 | $91.3 萬 | 0.14% | +4+0.2% | 加碼 |
| Guardian Wealth Advisors, LLC | 1,829 | $91.1 萬 | 0.58% | −54−2.9% | 減碼 |
| E Fund Management Co., Ltd. | 1,821 | $90.7 萬 | 0.05% | −170−8.5% | 減碼 |
| Radnor Capital Management, LLC | 1,818 | $90.5 萬 | 0.15% | 00.0% | 不變 |
| Trillium Asset Management, LLC | 1,811 | $90.2 萬 | 0.02% | +5+0.3% | 加碼 |
| Charter Trust Co | 1,811 | $90.2 萬 | 0.06% | −500−21.6% | 減碼 |
| Sound Financial Strategies Group, LLC | 1,808 | $90.0 萬 | 0.75% | +201+12.5% | 加碼 |
| CX Institutional | 1,807 | $90.0 萬 | 0.04% | −19−1.0% | 減碼 |
| Financial Advocates Investment Management | 1,804 | $89.8 萬 | 0.05% | −44−2.4% | 減碼 |
| Leavell Investment Management, Inc. | 1,799 | $89.6 萬 | 0.04% | −29−1.6% | 減碼 |
| Forefront Wealth Partners, LLC | 1,783 | $88.8 萬 | 0.66% | +1,783 | 新進 |
| Tritonpoint Wealth, LLC | 1,782 | $88.8 萬 | 0.08% | +51+2.9% | 加碼 |
| Sage Mountain Advisors LLC | 1,781 | $88.7 萬 | 0.06% | +236+15.3% | 加碼 |
| Opal Wealth Advisors, LLC | 1,781 | $88.7 萬 | 0.27% | +30+1.7% | 加碼 |
| Sirios Capital Management L P | 1,779 | $88.6 萬 | 0.16% | −842−32.1% | 減碼 |
| Jericho Financial, LLP | 1,772 | $88.3 萬 | 0.64% | +1,772 | 新進 |
| Ironwood Investment Management LLC | 1,770 | $88.2 萬 | 0.44% | +15+0.9% | 加碼 |
| ERn Financial, LLC | 1,766 | $87.9 萬 | 0.13% | +62+3.6% | 加碼 |
| Gryphon Financial Partners LLC | 1,764 | $87.8 萬 | 0.13% | −640−26.6% | 減碼 |
| GTS Securities LLC | 1,758 | $87.6 萬 | 0.04% | −3,351−65.6% | 減碼 |
| Chicago Trust Co NA | 1,758 | $87.6 萬 | 0.15% | −20−1.1% | 減碼 |
| Douglas Lane & Associates, LLC | 1,755 | $87.4 萬 | 0.01% | 00.0% | 不變 |
| Mendel Capital Management LLC | 1,748 | $87.0 萬 | 0.53% | +9+0.5% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 1,742 | $86.8 萬 | 0.03% | +144+9.0% | 加碼 |
| TrinityPoint Wealth, LLC | 1,737 | $86.5 萬 | 0.12% | +18+1.0% | 加碼 |
| Bourgeon Capital Management LLC | 1,734 | $86.4 萬 | 0.16% | +1,734 | 新進 |
| Allred Capital Management, LLC | 1,730 | $86.2 萬 | 0.33% | +316+22.3% | 加碼 |
| Edgestream Partners, L.P. | 1,729 | $86.1 萬 | 0.04% | +1,177+213.2% | 加碼 |
| Griffin Asset Management, Inc. | 1,725 | $85.9 萬 | 0.10% | −50−2.8% | 減碼 |
| Newbridge Financial Services Group, Inc. | 1,721 | $85.7 萬 | 0.22% | +10+0.6% | 加碼 |
| Waters Parkerson & Co., LLC | 1,709 | $85.1 萬 | 0.04% | +9+0.5% | 加碼 |
| Sunflower Bank, N.A. | 1,708 | $85.1 萬 | 0.24% | +45+2.7% | 加碼 |
| Aventura Private Wealth, LLC | 1,702 | $84.8 萬 | 0.46% | +1,702 | 新進 |
| Israel Discount Bank of New York | 1,700 | $84.7 萬 | 0.62% | 00.0% | 不變 |
| Legacy Capital Wealth Partners, LLC | 1,700 | $84.6 萬 | 0.21% | −1,875−52.4% | 減碼 |
| WSFS Capital Management, LLC | 1,697 | $84.5 萬 | 0.05% | +186+12.3% | 加碼 |
| PDS Planning, Inc | 1,696 | $84.5 萬 | 0.08% | +15+0.9% | 加碼 |
| Optas, LLC | 1,692 | $84.3 萬 | 0.18% | +858+102.9% | 加碼 |
| Geller Advisors LLC | 1,691 | $84.2 萬 | 0.06% | +42+2.5% | 加碼 |
| Claro Advisors LLC | 1,681 | $83.7 萬 | 0.11% | −349−17.2% | 減碼 |
| Arcadia Investment Management Corp | 1,680 | $83.7 萬 | 0.13% | 00.0% | 不變 |
| Landscape Capital Management, L.L.C. | 1,679 | $83.6 萬 | 0.09% | −159−8.7% | 減碼 |
| Relyea Zuckerberg Hanson LLC | 1,670 | $83.2 萬 | 0.11% | +76+4.8% | 加碼 |
| Alteri Wealth LLC | 1,653 | $82.3 萬 | 0.23% | +1,653 | 新進 |
| MRP Capital Investments, LLC | 1,653 | $82.3 萬 | 0.75% | −23−1.4% | 減碼 |
| Boothbay Fund Management, LLC | 1,652 | $82.3 萬 | 0.03% | −317−16.1% | 減碼 |
| LeClair Wealth Partners LLC | 1,650 | $82.2 萬 | 0.55% | +1,650 | 新進 |
| Assetmark, Inc | 1,626 | $81.0 萬 | 0.00% | +328+25.3% | 加碼 |
| Jacobsen Capital Management | 1,624 | $80.9 萬 | 0.34% | −27−1.6% | 減碼 |
| Mangrove Partners | 1,622 | $80.8 萬 | 0.10% | +1,622 | 新進 |
| Fox Run Management, L.L.C. | 1,617 | $80.5 萬 | 0.15% | +902+126.2% | 加碼 |
| Atomi Financial Group, Inc. | 1,615 | $80.4 萬 | 0.04% | +420+35.1% | 加碼 |
| Williamson Legacy Group, LLC | 1,611 | $80.2 萬 | 0.53% | −71−4.2% | 減碼 |
| Covenant Partners, LLC | 1,610 | $80.2 萬 | 0.25% | −69−4.1% | 減碼 |
| TD Private Client Wealth LLC | 1,610 | $80.2 萬 | 0.02% | −199−11.0% | 減碼 |
| Tudor Investment Corp Et Al | 1,604 | $79.9 萬 | 0.01% | −1,067−39.9% | 減碼 |
| Howard Bailey Securities, LLC | 1,603 | $79.8 萬 | 0.30% | −101−5.9% | 減碼 |
| Beach Investment Counsel Inc | 1,600 | $79.7 萬 | 0.11% | 00.0% | 不變 |
| Legacy Wealth Asset Management, LLC | 1,600 | $79.7 萬 | 0.22% | −38−2.3% | 減碼 |
| Institute for Wealth Management, LLC. | 1,594 | $79.4 萬 | 0.10% | −10−0.6% | 減碼 |
| Advisors Capital Management, LLC | 1,593 | $79.3 萬 | 0.01% | +105+7.1% | 加碼 |
| Red Spruce Capital, LLC | 1,586 | $79.0 萬 | 0.35% | −160−9.2% | 減碼 |
| Continuum Advisory, LLC | 1,577 | $78.5 萬 | 0.10% | +33+2.1% | 加碼 |
| Formidable Asset Management, LLC | 1,576 | $78.5 萬 | 0.13% | −91−5.5% | 減碼 |