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Disclosery

SPGI S&P GLOBAL INC

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COM (common), issuer CIK 64040

2,027 managers (2,070 13F filers) reported a position in SPGI shares at 2025-06-30, 268,513,119 shares in all. 112 filers opened a position and 112 filers sold out during the quarter.

Managers
2,027
13F filers
2,070
New
112
Added
805
Reduced
800
Sold out
112
Shares held by filers
268,513,119

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
ROTHSCHILD INVESTMENT LLC2,631$1.39M0.09%-2613F-HRTimeline
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC2,615$1.38M0.64%+33713F-HRTimeline
GSA CAPITAL PARTNERS LLP2,601$1.37M0.1%new13F-HRTimeline
Blue Trust, Inc.2,598$1.37M0.02%+33013F-HRTimeline
STANCE CAPITAL LLC2,597$1.37M0.51%new13F-HRTimeline
Csenge Advisory Group2,663$1.37M0.07%-6913F-HRTimeline
GC Wealth Management RIA, LLC2,582$1.36M0.11%new13F-HRTimeline
Tranquility Partners, LLC2,563$1.35M0.48%+19913F-HRTimeline
Phoenix Financial Ltd.in group Phoenix Financial Ltd.2,588$1.35M0.02%new13F-HRTimelineGroup
Marshall Financial Group, LLC2,522$1.34M0.26%-913F-HRTimeline
Heartland Bank & Trust Co2,530$1.33M0.63%-5313F-HRTimeline
Exchange Capital Management, Inc.2,516$1.33M0.2%-8413F-HRTimeline
OKABENA INVESTMENT SERVICES INC2,501$1.32M0.29%013F-HRTimeline
Accretive Wealth Partners, LLC2,497$1.32M0.43%+2513F-HRTimeline
Palumbo Wealth Management LLC2,481$1.31M0.41%-9513F-HRTimeline
Motiv8 Investments LLC2,478$1.31M0.8%+24213F-HRTimeline
CWA Asset Management Group, LLC2,473$1.3M0.06%-1513F-HRTimeline
Allworth Financial LP2,472$1.3M0.01%+42913F-HRTimeline
Westmount Partners, LLC2,467$1.3M0.36%+513F-HRTimeline
CARRET ASSET MANAGEMENT, LLC2,459$1.3M0.14%-513F-HRTimeline
DELTEC ASSET MANAGEMENT LLC2,450$1.29M0.23%new13F-HRTimeline
Compound Planning, Inc.2,445$1.29M0.05%+62313F-HRTimeline
Members Trust Co2,438$1.29M0.04%+27113F-HRTimeline
Center for Financial Planning, Inc.2,437$1.29M0.15%013F-HRTimeline
Procyon Advisors, LLC2,436$1.28M0.12%-1,10013F-HRTimeline
Strategic Global Advisors, LLC2,432$1.28M0.21%+9613F-HRTimeline
Global Retirement Partners, LLC2,431$1.28M0.03%13F-HRTimeline
WEDBUSH SECURITIES INC2,427$1.28M0.04%+27713F-HRTimeline
Shepherd Financial Partners LLC2,425$1.28M0.14%+1713F-HRTimeline
CONGRESS ASSET MANAGEMENT CO2,421$1.28M0.01%013F-HRTimeline
Regal Investment Advisors LLC2,412$1.27M0.1%+12013F-HRTimeline
Gryphon Financial Partners LLC2,408$1.27M0.17%+45513F-HRTimeline
United Super Pty Ltd in its capacity as…2,400$1.27M0.05%+20013F-HRTimeline
Venturi Wealth Management, LLC2,396$1.26M0.06%-11613F-HRTimeline
AdvisorNet Financial, Inc2,385$1.26M0.08%-18513F-HRTimeline
Wilmington Savings Fund Society, FSB2,370$1.25M0.02%-1,71013F-HRTimeline
GeoWealth Management, LLC2,367$1.25M0.05%-1,17113F-HRTimeline
DOHJ, LLC2,648$1.25M0.36%-2,33213F-HRTimeline
Lincoln Capital LLC2,356$1.24M0.24%013F-HRTimeline
Baker Avenue Asset Management, LP2,337$1.23M0.04%-22513F-HRTimeline
ALGERT GLOBAL LLC2,328$1.23M0.03%-1,09213F-HR/ATimeline
Pinnacle Wealth Planning Services, Inc.2,327$1.23M0.16%+4913F-HRTimeline
FIRST NATIONAL CORP /MA/ /ADV2,324$1.23M0.25%-113F-HRTimeline
Geneos Wealth Management Inc.2,320$1.22M0.03%-3,74313F-HRTimeline
GSG Advisors LLC2,311$1.22M0.35%-3613F-HRTimeline
Ramirez Asset Management, Inc.2,297$1.21M0.18%013F-HRTimeline
Sepio Capital, LP2,294$1.21M0.09%+74013F-HRTimeline
Beverly Hills Private Wealth, LLC2,278$1.2M0.23%-11713F-HRTimeline
BARLOW WEALTH PARTNERS, LLC2,284$1.2M0.14%-14313F-HRTimeline
HOWE & RUSLING INC2,252$1.19M0.09%+4213F-HRTimeline
MCDONALD PARTNERS LLC2,218$1.18M0.28%+4913F-HRTimeline
Foster Group, Inc.2,237$1.18M0.04%+2013F-HRTimeline
Premier Path Wealth Partners, LLC2,217$1.17M0.16%+26813F-HRTimeline
AAFMAA Wealth Management & Trust LLC2,214$1.17M0.48%-1,09513F-HRTimeline
Moors & Cabot, Inc.2,202$1.16M0.05%+3513F-HRTimeline
Howard Capital Management, LLC2,199$1.16M0.02%+42613F-HRTimeline
Finivi Inc.2,185$1.15M0.78%+6213F-HRTimeline
CVFG LLC2,184$1.15M0.91%-313F-HRTimeline
Baron Wealth Management LLC2,175$1.15M0.41%+4413F-HRTimeline
MGO ONE SEVEN LLC2,167$1.14M0.04%-8413F-HRTimeline
EPG Wealth Management LLC2,159$1.14M0.34%+12913F-HRTimeline
BURLING WEALTH PARTNERS, LLC2,158$1.14M0.21%-27813F-HRTimeline
Gilliland Jeter Wealth Management LLC2,141$1.13M0.37%-713F-HRTimeline
Faithward Advisors, LLC2,133$1.12M0.17%-1013F-HRTimeline
Stenger Family Office, LLC2,120$1.12M0.29%13F-HRTimeline
Pflug Koory, LLC2,108$1.11M0.56%013F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.2,080$1.1M0.03%-11513F-HRTimelineGroup
SteelPeak Wealth, LLC2,086$1.1M0.04%-39813F-HRTimeline
TWIN CAPITAL MANAGEMENT INC2,070$1.09M0.12%-3,01813F-HRTimeline
Concord Wealth Partnersgroup of 2 filers holding2,064$1.09M+208Timeline
Edgestream Partners, L.P.2,060$1.09M0.03%+52413F-HRTimeline
WealthPLAN Partners, LLC2,057$1.08M0.17%-1,82613F-HRTimeline
Smart Money Group LLC2,056$1.08M0.34%+20313F-HRTimeline
Graypoint LLC2,048$1.08M0.06%-15413F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC2,045$1.08M0.03%+27413F-HRTimelineGroup
Confluence Wealth Services, Inc.2,039$1.07M0.06%+3413F-HRTimeline
Coastal Bridge Advisors, LLC2,034$1.07M0.09%+10313F-HRTimeline
Stonebrook Private Inc.2,032$1.07M0.25%-6713F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC2,030$1.07M0.19%-1413F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC2,006$1.06M0.27%-3913F-HRTimeline
EVERETT HARRIS & CO /CA/2,005$1.06M0.01%+60813F-HRTimeline
Beaumont Financial Advisors, LLC2,001$1.05M0.08%-4213F-HRTimeline
Silverberg Bernstein Capital Management…2,000$1.05M0.72%-10,90713F-HRTimeline
Investors Towarzystwo Funduszy Inwestyc…2,000$1.05M0.42%013F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC1,874$1.05M0.1%+7513F-HRTimeline
IHT Wealth Management, LLC1,998$1.05M0.03%+1613F-HRTimeline
SEEDS INVESTOR LLC1,991$1.05M0.25%+4713F-HRTimeline
Portfolio Design Labs, LLC1,990$1.05M0.21%-16913F-HRTimeline
AlphaCore Capital LLC1,984$1.05M0.04%+1,12913F-HRTimeline
Vestmark Advisory Solutions, Inc.1,968$1.04M0.01%-2,26113F-HRTimeline
Prudent Man Advisors, LLC1,966$1.04M0.33%-2813F-HRTimeline
Outlook Wealth Advisors, LLC1,963$1.03M0.27%+813F-HRTimeline
DIMENSION CAPITAL MANAGEMENT LLC1,952$1.03M0.16%-1513F-HRTimeline
CoreCap Advisors, LLC1,942$1.02M0.04%+44013F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO1,940$1.02M0.26%13F-HRTimeline
CONNING INC.in group CONNING INC.1,935$1.02M0.04%-5713F-HRTimelineGroup
Skylands Capital, LLC1,935$1.02M0.15%013F-HRTimeline
Bridgewater Advisors Inc.1,921$1.02M0.08%-3113F-HRTimeline
OV Management LLC1,933$1.02M0.85%-2,93813F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC1,932$1.02M0.08%-15313F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,930$1.02M0.05%+53713F-HRTimelineGroup
Signal Advisors Wealth, LLC1,925$1.01M0.08%+1,09513F-HRTimeline
Values First Advisors, Inc.1,923$1.01M0.55%-2113F-HRTimeline
OneAscent Financial Services LLCgroup of 3 filers holding1,916$1.01M-104Timeline
Pallas Capital Advisors LLC1,912$1.01M0.04%+1,07313F-HRTimeline
PDS Planning, Inc1,907$1.01M0.07%+6313F-HRTimeline
Rehmann Capital Advisory Group1,903$1M0.06%-17513F-HRTimeline
Soundwatch Capital LLC1,618$1M0.18%new13F-HRTimeline
RiverPark Advisors, LLCin group RiverPark Advisors, LLC1,895$999K0.61%-6513F-HRTimelineGroup
One Wealth Advisors, LLC1,895$999K0.14%+613F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC1,891$997K0.03%+59013F-HRTimeline
Sage Mountain Advisors LLC1,890$997K0.06%+3013F-HRTimeline
SlateStone Wealth, LLC1,875$989K0.09%-513F-HRTimeline
Roberts Capital Advisors, LLC1,874$988K0.73%013F-HRTimeline
Chicago Partners Investment Group LLC1,879$988K0.03%+24813F-HRTimeline
FULLCIRCLE WEALTH LLC1,748$984K0.37%+1813F-HRTimeline
Washington Trust Bank1,865$983K0.08%-3313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Allred Capital Management, LLC1,858$980K0.37%+6213F-HRTimeline
Advisors Capital Management, LLC1,857$979K0.01%+7813F-HRTimeline
Northside Capital Management, LLC1,849$975K0.07%new13F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC1,844$972K0.11%-2913F-HRTimeline
TRILLIUM ASSET MANAGEMENT, LLC1,838$969K0.03%+2713F-HRTimeline
BSW Wealth Partners1,824$962K0.13%-913F-HRTimeline
Guardian Wealth Advisors, LLC1,821$960K0.57%-8513F-HRTimeline
Radnor Capital Management, LLC1,818$959K0.15%-5013F-HRTimeline
TRUST POINT INC.1,818$959K0.09%+44813F-HRTimeline
Andra AP-fonden1,812$955K0.01%-17,70013F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC1,811$955K0.12%-10013F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.1,810$954K0.04%013F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC1,802$950K0.09%-9713F-HRTimelineGroup
Meridian Wealth Partners, LLC1,790$944K0.14%+213F-HRTimeline
IRONWOOD INVESTMENT MANAGEMENT LLC1,784$941K0.46%+1813F-HRTimeline
Centiva Capital, LP1,784$941K0.06%-57913F-HRTimeline
Realta Investment Advisors1,784$940K0.37%+10413F-HRTimeline
Sunflower Bank, N.A.1,774$935K0.24%+7313F-HRTimeline
FORTE CAPITAL LLC /ADV1,768$932K0.1%+5813F-HRTimeline
Vienna Powszechne Towarzystwo Emerytaln…1,759$928K0.58%-38513F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT1,756$926K0.06%-4613F-HRTimelineGroup
Keel Point, LLC1,756$926K0.06%+14113F-HRTimeline
Oakwell Private Wealth Management, LLC1,749$922K0.21%+37613F-HRTimeline
FORTEM FINANCIAL GROUP, LLC1,747$921K0.3%+1,09513F-HRTimeline
SPINNAKER TRUST1,742$919K0.06%+20513F-HRTimeline
Sovereign's Capital Management, LLC1,738$916K0.49%new13F-HRTimeline
Mendel Capital Management LLC1,735$915K0.52%-2113F-HRTimeline
Douglas Lane & Associates, LLC1,730$912K0.01%+813F-HRTimeline
GRIFFIN ASSET MANAGEMENT, INC.1,725$910K0.11%013F-HRTimeline
Invera Wealth Advisors, LLC1,720$907K0.59%+213F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC1,715$904K0.08%+34113F-HRTimeline
HANCOCK WHITNEY CORP1,715$904K0.02%+8113F-HRTimeline
Elevated Capital Advisors, LLC1,778$904K0.25%013F-HRTimeline
Aventura Private Wealth, LLC1,712$903K0.39%-6213F-HRTimeline
DAVIDSON TRUST CO1,712$903K0.42%-3013F-HRTimeline
WATERS PARKERSON & CO., LLC1,700$896K0.04%-913F-HRTimeline
Israel Discount Bank of New York1,700$896K3.4%013F-HRTimeline
SBI Securities Co., Ltd.1,698$895K0.03%-1,34013F-HRTimeline
Fairtree Asset Management (Pty) Ltd1,697$895K0.67%013F-HRTimeline
Bell Bank1,695$894K0.04%-11713F-HRTimeline
Crestmont Private Wealth LLC1,682$887K0.32%+3613F-HRTimeline
ARCADIA INVESTMENT MANAGEMENT CORP/MI1,680$886K0.14%013F-HRTimeline
1248 Management, LLC1,674$883K0.33%013F-HRTimeline
Cynosure Group, LLC1,674$883K0.1%+16113F-HRTimeline
Fortis Capital Management LLC1,673$882K0.14%+18713F-HRTimeline
Y-Intercept (Hong Kong) Ltd1,654$872K0.02%+13613F-HRTimeline
JERICHO FINANCIAL, LLP1,654$872K0.58%-3713F-HRTimeline
Stamos Capital Partners, L.P.1,648$869K0.16%+46313F-HRTimeline
Mutual Advisors, LLC1,622$868K0.02%-3713F-HRTimeline
Jacobsen Capital Management1,642$866K0.32%-113F-HRTimeline
Alta Advisers Ltdin group Alta Advisers Ltd1,637$863K0.31%013F-HRTimelineGroup
Bryn Mawr Trust Advisors, LLC1,636$863K0.05%-5913F-HRTimeline
Savvy Advisors, Inc.1,636$863K0.06%+83813F-HRTimeline
Alteri Wealth LLC1,634$861K0.33%-10813F-HRTimeline
SENTRY INVESTMENT MANAGEMENT LLC1,632$859K0.47%013F-HRTimeline
Sigma Planning Corp1,615$852K0.03%-113F-HRTimeline
E Fund Management Co., Ltd.1,612$850K0.04%-1,29713F-HRTimeline
Capital Investment Advisors, LLC1,607$848K0.02%+1,08313F-HR/ATimeline
Continuum Advisory, LLC1,607$847K0.1%+5813F-HRTimeline
ORRSTOWN FINANCIAL SERVICES INC1,594$840K0.18%+16313F-HRTimeline
FineMark National Bank & Trust1,593$840K0.03%+7713F-HRTimeline
Aigen Investment Management, LP1,582$834K0.11%-3,51513F-HRTimeline
Covenant Partners, LLC1,581$834K0.25%013F-HRTimeline
MOSELEY INVESTMENT MANAGEMENT INC1,574$830K0.29%+213F-HRTimeline
SFM, LLC d/b/a Sweeney Financial Adviso…1,567$826K0.53%-6613F-HRTimeline
Legacy Wealth Asset Management, LLC1,552$818K0.21%-213F-HRTimeline
Institute for Wealth Management, LLC.1,538$811K0.09%-6113F-HRTimeline
My Legacy Advisors, LLC1,527$809K0.29%-5713F-HRTimeline
Hoxton Planning & Management, LLC1,533$808K0.28%-3313F-HRTimeline
U.S. Capital Wealth Advisors, LLC1,526$804K0.02%+4213F-HRTimeline
Opal Wealth Advisors, LLC1,519$801K0.22%-27113F-HRTimeline
Caldwell Trust Co1,519$801K0.08%+813F-HRTimeline
West Family Investments, Inc.1,516$799K0.21%+44013F-HRTimeline
LITTLE HOUSE CAPITAL LLC1,507$795K0.2%+8213F-HRTimeline
Conestoga Capital Advisors, LLC1,496$789K0.01%013F-HRTimeline
Nova R Wealth, Inc.1,492$787K0.37%013F-HRTimeline
Quotient Wealth Partners, LLC1,485$783K0.02%-813F-HRTimeline
LEE JOHNSON CAPITAL MANAGEMENT, LLC1,484$782K0.27%new13F-HRTimeline
Simplicity Wealth,LLC1,484$782K0.03%+84713F-HRTimeline
Forvis Mazars Wealth Advisors, LLC1,481$781K0.02%+1613F-HRTimeline
New Hampshire Trust1,479$780K0.16%+5713F-HRTimeline
Aprio Wealth Management, LLC1,472$776K0.09%-20213F-HRTimeline
Stanley-Laman Group, Ltd.1,464$772K0.11%-16813F-HRTimeline