Skip to main content
Livermore
Livermore
ZHEN

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, Q2 2025

Institutional positions in S&P Global Inc. as of Jun 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
2,068
+23 vs. Q1 2025
Shares held
268.5M
+2.36M (+0.9%) vs. Q1 2025
Total value
$140.5B
+$5.44B (+4.0%) vs. Q1 2025
New holders
134
807 more added
Sold out
111
797 more reduced

37 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 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.

Institutional holdersQ2 2025: 2,068 institutions
Q1 2021: 1,300 institutionsQ2 2021: 1,358 institutionsQ3 2021: 1,417 institutionsQ4 2021: 1,541 institutionsQ1 2022: 1,650 institutionsQ2 2022: 1,559 institutionsQ3 2022: 1,501 institutionsQ4 2022: 1,571 institutionsQ1 2023: 1,598 institutionsQ2 2023: 1,622 institutionsQ3 2023: 1,625 institutionsQ4 2023: 1,774 institutionsQ1 2024: 1,836 institutionsQ2 2024: 1,843 institutionsQ3 2024: 1,937 institutionsQ4 2024: 2,046 institutionsQ1 2025: 2,082 institutionsQ2 2025: 2,068 institutionsQ3 2025: 2,059 institutionsQ4 2025: 2,204 institutionsQ1 2026: 2,127 institutionsQ2 2026: 2,076 institutions
Value heldQ2 2025: $140.5B
Q1 2021: $76.2BQ2 2021: $92.0BQ3 2021: $95.7BQ4 2021: $107.5BQ1 2022: $127.4BQ2 2022: $99.6BQ3 2022: $87.7BQ4 2022: $93.8BQ1 2023: $95.3BQ2 2023: $111.1BQ3 2023: $100.4BQ4 2023: $121.3BQ1 2024: $115.2BQ2 2024: $121.4BQ3 2024: $140.2BQ4 2024: $134.2BQ1 2025: $135.4BQ2 2025: $140.5BQ3 2025: $126.8BQ4 2025: $137.4BQ1 2026: $108.7BQ2 2026: $105.7B
Institutions holding SPGI and their total value by quarter
QuarterHoldersValue
Q2 20262,076$105.7B
Q1 20262,127$108.7B
Q4 20252,204$137.4B
Q3 20252,059$126.8B
Q2 20252,068$140.5B
Q1 20252,082$135.4B
Q4 20242,046$134.2B
Q3 20241,937$140.2B
Q2 20241,843$121.4B
Q1 20241,836$115.2B
Q4 20231,774$121.3B
Q3 20231,625$100.4B
Q2 20231,622$111.1B
Q1 20231,598$95.3B
Q4 20221,571$93.8B
Q3 20221,501$87.7B
Q2 20221,559$99.6B
Q1 20221,650$127.4B
Q4 20211,541$107.5B
Q3 20211,417$95.7B
Q2 20211,358$92.0B
Q1 20211,300$76.2B

Institutions, Q2 2025

Shares, value and share of portfolio for each institution holding S&P Global Inc.; share changes are against Q1 2025.

Institutions holding SPGI in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Transamerica Financial Advisors, Inc.1$3890.00%−1−50.0%Reduced
Cape Investment Advisory, Inc.1$5270.00%00.0%Unchanged
Wealth Preservation Advisors, LLC1$5270.00%00.0%Unchanged
ROSS\JOHNSON & Associates LLC1$5270.01%00.0%Unchanged
PEAK6 LLC2$9750.00%00.0%Unchanged
Wood Tarver Financial Group, LLC3$1.00K0.00%00.0%Unchanged
Cherry Tree Wealth Management, LLC3$1.32K0.00%−51−94.4%Reduced
Rakuten Securities, Inc.3$1.58K0.00%−38−92.7%Reduced
Kimelman & Baird, LLC3$1.58K0.00%00.0%Unchanged
IMA Wealth, Inc.3$1.58K0.00%+3New
DecisionPoint Financial, LLC3$1.59K0.00%+3New
Sawyer & Company, Inc5$2.04K0.00%+5New
Cedar Wealth Management, LLC4$2.11K0.00%00.0%Unchanged
Total Investment Management Inc4$2.11K0.00%+4New
Mark Sheptoff Financial Planning, LLC4$2.11K0.00%+4New
Proathlete Wealth Management LLC4$2.11K0.00%+4New
American Capital Advisory, LLC4$2.11K0.00%−1−20.0%Reduced
1620 Investment Advisors, Inc.4$2.15K0.00%00.0%Unchanged
Pacifica Partners Inc.5$2.59K0.00%−50−90.9%Reduced
Signature Resources Capital Management, LLC5$2.64K0.00%+5New
SJS Investment Consulting Inc.6$3.16K0.00%−9−60.0%Reduced
Iron Horse Wealth Management, LLC6$3.16K0.00%00.0%Unchanged
WealthCollab, LLC6$3.16K0.00%00.0%Unchanged
PayPay Securities Corp6$3.16K0.15%+2+50.0%Added
Burkett Financial Services, LLC6$3.18K0.00%00.0%Unchanged
WestEnd Advisors, LLC7$3.69K0.00%−2−22.2%Reduced
Barrett & Company, Inc.7$3.69K0.00%00.0%Unchanged
Tidemark, LLC7$3.69K0.00%00.0%Unchanged
Crews Bank & Trust7$3.69K0.00%00.0%Unchanged
TruNorth Capital Management, LLC8$4.22K0.00%00.0%Unchanged
Global Trust Asset Management, LLC8$4.22K0.00%00.0%Unchanged
Core Alternative Capital8$4.22K0.00%00.0%Unchanged
Parkworth Wealth Management, Inc.8$4.22K0.00%+5+166.7%Added
Mendota Financial Group, LLC8$4.22K0.00%00.0%Unchanged
Friedenthal Financial8$4.22K0.00%+8New
Twin Lakes Capital Management, LLC8$4.39K0.00%00.0%Unchanged
Piscataqua Savings Bank9$4.75K0.00%+9New
Blume Capital Management, Inc.9$4.75K0.00%+5+125.0%Added
South Plains Financial, Inc.10$5.27K0.00%00.0%Unchanged
Bay Harbor Wealth Management, LLC10$5.27K0.00%+5+100.0%Added
Stuart Chaussee & Associates, Inc.10$5.27K0.00%00.0%Unchanged
Delos Wealth Advisors, LLC10$5.27K0.00%+10New
Redmont Wealth Advisors LLC10$5.27K0.01%+10New
Contravisory Investment Management, Inc.11$5.80K0.00%00.0%Unchanged
Vermillion & White Wealth Management Group, LLC11$5.80K0.00%00.0%Unchanged
LGT Financial Advisors LLC11$5.80K0.01%+11New
Halbert Hargrove Global Advisors, LLC11$5.80K0.00%−1−8.3%Reduced
Front Row Advisors LLC12$6.33K0.00%00.0%Unchanged
N.E.W. Advisory Services LLC12$6.33K0.00%00.0%Unchanged
Evelyn Partners Asset Management Ltd12$6.33K0.00%00.0%Unchanged
Transce3nd, LLC12$6.33K0.00%+2+20.0%Added
Principia Wealth Advisory, LLC12$6.33K0.01%+2+20.0%Added
Trifecta Capital Advisors, LLC12$6.33K0.00%00.0%Unchanged
Riggs Asset Managment Co. Inc.12$6.33K0.00%+2+20.0%Added
Cordant, Inc.12$6.33K0.00%+12New
MJT & Associates Financial Advisory Group, Inc.13$6.86K0.01%00.0%Unchanged
First PREMIER Bank14$7.00K0.00%00.0%Unchanged
Sittner & Nelson, LLC14$7.38K0.00%00.0%Unchanged
Fairman Group, LLC14$7.38K0.01%00.0%Unchanged
Stephens Consulting, LLC15$7.91K0.00%+10+200.0%Added
HFM Investment Advisors, LLC16$8.44K0.00%+1+6.7%Added
Activest Wealth Management17$8.96K0.00%−50−74.6%Reduced
Brown, Lisle/Cummings, Inc.17$8.96K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.17$8.96K0.00%00.0%Unchanged
Altshuler Shaham Ltd17$8.96K0.00%+6+54.5%Added
Country Trust Bank17$8.96K0.00%+12+240.0%Added
LFA - Lugano Financial Advisors SA17$8.96K0.01%+17New
Heritage Wealth Advisors18$9.49K0.00%00.0%Unchanged
Gables Capital Management Inc.18$9.49K0.00%00.0%Unchanged
Atlantic Edge Private Wealth Management, LLC18$9.49K0.00%00.0%Unchanged
Beaird Harris Wealth Management, LLC18$9.49K0.00%+4+28.6%Added
WealthTrak Capital Management LLC18$9.49K0.01%+5+38.5%Added
Copia Wealth Management19$10.0K0.01%00.0%Unchanged
Salomon & Ludwin, LLC20$10.5K0.00%00.0%Unchanged
Binnacle Investments Inc20$10.5K0.01%+5+33.3%Added
Pineridge Advisors LLC21$11.1K0.00%00.0%Unchanged
Maseco LLP21$11.2K0.00%+21New
Christopher J. Hasenberg, Inc22$11.6K0.00%00.0%Unchanged
Cedar Mountain Advisors, LLC22$11.6K0.00%00.0%Unchanged
Main Street Group, LTD23$12.1K0.00%00.0%Unchanged
Bare Financial Services, Inc23$12.1K0.00%+17+283.3%Added
Gitterman Wealth Management, LLC25$13.2K0.00%−460−94.8%Reduced
FWL Investment Management, LLC25$13.2K0.00%00.0%Unchanged
North Star Investment Management Corp.26$13.7K0.00%00.0%Unchanged
IMG Wealth Management, Inc.26$13.7K0.01%+26New
Moisand Fitzgerald Tamayo, LLC27$14.2K0.00%00.0%Unchanged
Creekmur Asset Management LLC27$14.3K0.00%+27New
Ameriflex Group, Inc.28$14.5K0.01%+10+55.6%Added
Traub Capital Management LLC28$14.8K0.01%+28New
Creative Financial Designs Inc28$14.8K0.00%−33−54.1%Reduced
High Note Wealth, LLC29$15.3K0.00%−3−9.4%Reduced
Quest 10 Wealth Builders, Inc.30$15.6K0.02%00.0%Unchanged
Red Tortoise LLC30$15.7K0.01%00.0%Unchanged
Coastline Trust Co30$15.8K0.00%00.0%Unchanged
Legacy Wealth Managment, LLC30$15.8K0.01%00.0%Unchanged
Legacy Investment Solutions, LLC30$15.8K0.01%+30New
Rialto Wealth Management, LLC31$16.3K0.00%+2+6.9%Added
Highline Wealth Partners LLC31$16.4K0.00%+6+24.0%Added
Kilter Group LLC33$17.4K0.01%+33New
Fairscale Capital, LLC32$17.6K0.01%+32New