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。
2026 年第 1 季 13F 持有人
S&P Global Inc. 在 2026/3/31 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
- 2,127
- 較 2025 年第 4 季 −42 家
- 持有股數
- 2.55 億
- 較 2025 年第 4 季 +2,868 萬 (+12.6%)
- 總市值
- $1,087 億
- 較 2025 年第 4 季 −$95.8 億 (−8.1%)
- 新進機構
- 212
- 另有 770 家加碼
- 清倉機構
- 254
- 另有 884 家減碼
另有 35 家機構在 2025 年第 4 季持有、還沒有申報 2026 年第 1 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 |
2026 年第 1 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 2025 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Lebenthal Global Advisors, LLC | 3,151 | $134.0 萬 | 0.19% | +158+5.3% | 加碼 |
| Wealth Alliance | 3,167 | $134.7 萬 | 0.13% | +133+4.4% | 加碼 |
| Bull Harbor Capital LLC | 3,169 | $134.8 萬 | 0.36% | +3,169 | 新進 |
| Rench Wealth Management, Inc. | 3,175 | $135.0 萬 | 0.41% | +916+40.5% | 加碼 |
| Stableford Capital II LLC | 3,179 | $135.2 萬 | 0.50% | +3,179 | 新進 |
| Evolve Private Wealth, LLC | 3,183 | $135.4 萬 | 0.07% | +1,407+79.2% | 加碼 |
| Abacus Wealth Partners, LLC | 3,184 | $135.4 萬 | 0.12% | −498−13.5% | 減碼 |
| Kovitz Investment Group Partners, LLC | 3,222 | $137.1 萬 | 0.03% | −66−2.0% | 減碼 |
| Silverlake Wealth Management LLC | 3,227 | $137.3 萬 | 0.29% | −4−0.1% | 減碼 |
| Banque Transatlantique SA | 3,237 | $137.7 萬 | 0.03% | +2,822+680.0% | 加碼 |
| United Asset Strategies, Inc. | 3,277 | $139.4 萬 | 0.11% | −45−1.4% | 減碼 |
| LifePlan Financial, LLC | 3,283 | $139.6 萬 | 1.03% | +1,183+56.3% | 加碼 |
| K.J. Harrison & Partners Inc | 3,300 | $140.4 萬 | 0.23% | −1,000−23.3% | 減碼 |
| Twinbeech Capital LP | 3,342 | $142.1 萬 | 0.15% | +3,342 | 新進 |
| GW&K Investment Management, LLC | 3,348 | $142.4 萬 | 0.01% | −12−0.4% | 減碼 |
| Illinois Municipal Retirement Fund | 3,350 | $142.5 萬 | 0.02% | −909−21.3% | 減碼 |
| Main Street Financial Solutions, LLC | 3,386 | $144.0 萬 | 0.11% | −115−3.3% | 減碼 |
| Sage Rhino Capital LLC | 3,399 | $144.6 萬 | 0.27% | +2,071+155.9% | 加碼 |
| Boston Trust Walden Corp | 3,415 | $145.3 萬 | 0.01% | 00.0% | 不變 |
| Connecticut Capital Management Group, LLC | 3,441 | $146.4 萬 | 1.38% | +10.0% | 加碼 |
| Mather Group, LLC. | 3,442 | $146.4 萬 | 0.01% | −1,201−25.9% | 減碼 |
| Deltec Asset Management LLC | 3,450 | $146.7 萬 | 0.27% | +1,000+40.8% | 加碼 |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 3,465 | $147.4 萬 | 0.50% | +3,465 | 新進 |
| Montag A & Associates Inc | 3,466 | $147.4 萬 | 0.07% | 00.0% | 不變 |
| CVFG LLC | 3,468 | $147.5 萬 | 0.18% | +1,323+61.7% | 加碼 |
| Brasada Capital Management, LP | 3,438 | $149.2 萬 | 0.27% | −10,787−75.8% | 減碼 |
| Exchange Traded Concepts, LLC | 3,517 | $149.6 萬 | 0.01% | −628−15.2% | 減碼 |
| Sandro Wealth Management LLC | 3,519 | $149.7 萬 | 1.20% | +124+3.7% | 加碼 |
| Trust Asset Management LLC | 3,533 | $150.3 萬 | 0.11% | 00.0% | 不變 |
| Nicholson Wealth Management Group, LLC | 3,569 | $151.8 萬 | 0.89% | +86+2.5% | 加碼 |
| WealthPlan Investment Management, LLC | 3,570 | $151.8 萬 | 0.08% | −2,358−39.8% | 減碼 |
| Baker Avenue Asset Management, LP | 3,597 | $153.0 萬 | 0.03% | +1,314+57.6% | 加碼 |
| Madison Asset Management, LLC | 3,600 | $153.1 萬 | 0.02% | +221+6.5% | 加碼 |
| Virtus Investment Advisers, Inc. | 3,603 | $153.3 萬 | 0.42% | +3,603 | 新進 |
| Waterway Wealth Management, LLC | 3,607 | $153.4 萬 | 0.34% | +1,636+83.0% | 加碼 |
| Leo Wealth, LLC | 3,610 | $153.6 萬 | 0.11% | −236−6.1% | 減碼 |
| Triad Investment Management | 3,632 | $154.5 萬 | 1.82% | +3,075+552.1% | 加碼 |
| Ayrshire Capital Management LLC | 3,637 | $154.7 萬 | 0.80% | +2,614+255.5% | 加碼 |
| American Trust | 3,637 | $154.7 萬 | 0.14% | −19−0.5% | 減碼 |
| Westpac Banking Corp | 3,647 | $155.1 萬 | 0.11% | +31+0.9% | 加碼 |
| Jacobi Capital Management LLC | 3,668 | $156.0 萬 | 0.09% | +222+6.4% | 加碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,678 | $156.5 萬 | 0.03% | −1,584−30.1% | 減碼 |
| BKM Wealth Management, LLC | 3,700 | $157.4 萬 | 0.57% | +956+34.8% | 加碼 |
| Investment House LLC | 3,735 | $158.9 萬 | 0.08% | +3,735 | 新進 |
| Foundations Investment Advisors, LLC | 3,750 | $159.5 萬 | 0.02% | −252−6.3% | 減碼 |
| Horizon Kinetics Asset Management LLC | 3,750 | $159.5 萬 | 0.02% | −528−12.3% | 減碼 |
| Guyasuta Investment Advisors Inc | 3,774 | $160.5 萬 | 0.09% | −2−0.1% | 減碼 |
| Annandale Capital, LLC | 3,777 | $160.7 萬 | 0.26% | +3,777 | 新進 |
| Lighthouse Financial Services Inc | 3,779 | $160.7 萬 | 0.36% | +213+6.0% | 加碼 |
| Fiduciary Alliance LLC | 3,756 | $161.7 萬 | 0.10% | +2,547+210.7% | 加碼 |
| Fiduciary Family Office, LLC | 3,806 | $161.9 萬 | 0.46% | +2,611+218.5% | 加碼 |
| Hamilton Point Investment Advisors, LLC | 3,808 | $162.0 萬 | 0.25% | 00.0% | 不變 |
| Fortem Financial Group, LLC | 3,834 | $163.1 萬 | 0.41% | +1,494+63.8% | 加碼 |
| Resurgent Financial Advisors LLC | 3,835 | $163.1 萬 | 0.59% | +3,835 | 新進 |
| PEAK6 LLC | 3,838 | $163.2 萬 | 0.05% | +3,837+383,700.0% | 加碼 |
| Strategic Wealth Partners, Ltd. | 3,844 | $163.5 萬 | 0.11% | +627+19.5% | 加碼 |
| Valeo Financial Advisors, LLC | 3,845 | $163.6 萬 | 0.04% | −1,220−24.1% | 減碼 |
| Gryphon Financial Partners LLC | 3,846 | $163.6 萬 | 0.17% | +569+17.4% | 加碼 |
| Cypress Capital Group | 3,855 | $164.0 萬 | 0.18% | −476−11.0% | 減碼 |
| Dorsey & Whitney Trust CO LLC | 3,902 | $166.0 萬 | 0.09% | +663+20.5% | 加碼 |
| Private Trust Co NA | 3,916 | $166.5 萬 | 0.15% | −87−2.2% | 減碼 |
| Parsons Capital Management Inc | 3,921 | $166.8 萬 | 0.08% | −33−0.8% | 減碼 |
| Spire Wealth Management | 3,946 | $167.9 萬 | 0.06% | −18−0.5% | 減碼 |
| Prosperity Consulting Group, LLC | 3,955 | $168.2 萬 | 0.07% | −494−11.1% | 減碼 |
| Ascent Group, LLC | 3,958 | $168.3 萬 | 0.06% | −2,725−40.8% | 減碼 |
| Quantitative Investment Management, LLC | 3,972 | $168.9 萬 | 0.18% | −402−9.2% | 減碼 |
| Davis R M Inc | 3,978 | $169.2 萬 | 0.03% | −123−3.0% | 減碼 |
| Spears Abacus Advisors LLC | 3,979 | $169.2 萬 | 0.03% | −2,823−41.5% | 減碼 |
| Peloton Wealth Strategists | 4,017 | $170.9 萬 | 0.69% | −222−5.2% | 減碼 |
| Decatur Capital Management, Inc. | 4,021 | $171.0 萬 | 0.78% | −62−1.5% | 減碼 |
| XTX Topco Ltd | 4,053 | $172.4 萬 | 0.03% | −22,776−84.9% | 減碼 |
| Excalibur Management Corp | 4,058 | $172.6 萬 | 0.62% | −23−0.6% | 減碼 |
| London & Capital Asset Management Ltd | 4,151 | $176.5 萬 | 0.02% | −176−4.1% | 減碼 |
| Lederer & Associates Investment Counsel | 4,165 | $177.2 萬 | 1.26% | −20−0.5% | 減碼 |
| Aaron Wealth Advisors | 4,223 | $179.6 萬 | 0.10% | −271−6.0% | 減碼 |
| Qtron Investments LLC | 4,223 | $179.6 萬 | 0.24% | 00.0% | 不變 |
| Skandinaviska Enskilda Banken AB (publ) | 4,224 | $179.7 萬 | 0.04% | −160,597−97.4% | 減碼 |
| Argus Investors' Counsel, Inc. | 4,225 | $179.7 萬 | 1.60% | +548+14.9% | 加碼 |
| Ceera Investments, LLC | 4,229 | $179.9 萬 | 0.79% | −511−10.8% | 減碼 |
| Tealwood Asset Management Inc | 4,250 | $180.8 萬 | 0.82% | +930+28.0% | 加碼 |
| Meiji Yasuda Life Insurance Co | 4,267 | $181.5 萬 | 0.06% | −1,934−31.2% | 減碼 |
| Figure 8 Investment Strategies LLC | 4,299 | $182.9 萬 | 1.79% | +2,314+116.6% | 加碼 |
| Panagora Asset Management Inc | 4,308 | $183.2 萬 | 0.01% | +1,308+43.6% | 加碼 |
| Rodgers Brothers Inc. | 4,315 | $183.5 萬 | 0.21% | 00.0% | 不變 |
| S-Bank Fund Management Ltd | 4,316 | $183.6 萬 | 0.27% | −160−3.6% | 減碼 |
| Broadwater Capital Management LLC | 3,520 | $184.0 萬 | 1.37% | 00.0% | 不變 |
| M&G Plc | 4,335 | $184.2 萬 | 0.01% | −131−2.9% | 減碼 |
| Cordatus Wealth Management LLC | 4,373 | $186.0 萬 | 0.44% | −65−1.5% | 減碼 |
| Welch & Forbes LLC | 4,379 | $186.3 萬 | 0.02% | −50−1.1% | 減碼 |
| Zions Bancorporation, National Association | 4,401 | $187.2 萬 | 0.12% | −5,577−55.9% | 減碼 |
| PFG Advisors | 4,491 | $191.0 萬 | 0.09% | +39+0.9% | 加碼 |
| JPL Wealth Management, LLC | 4,503 | $191.5 萬 | 0.44% | −22−0.5% | 減碼 |
| Wedmont Private Capital | 4,383 | $191.5 萬 | 0.06% | −743−14.5% | 減碼 |
| Herold Advisors, Inc. | 4,535 | $192.9 萬 | 0.42% | 00.0% | 不變 |
| GAM Holding AG | 4,538 | $193.0 萬 | 0.17% | −4,453−49.5% | 減碼 |
| First National Bank of Omaha | 4,587 | $193.2 萬 | 0.06% | +3,387+282.3% | 加碼 |
| Platform Technology Partners | 4,560 | $194.0 萬 | 0.37% | +352+8.4% | 加碼 |
| Waterloo Capital, L.P. | 4,565 | $194.2 萬 | 0.14% | −807−15.0% | 減碼 |
| SkyView Investment Advisors, LLC | 4,568 | $194.4 萬 | 0.26% | +27+0.6% | 加碼 |
| MMBG Investment Advisors Co. | 4,575 | $194.6 萬 | 0.18% | 00.0% | 不變 |