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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,076 | $105.7B |
| Q1 2026 | 2,127 | $108.7B |
| Q4 2025 | 2,204 | $137.4B |
| Q3 2025 | 2,059 | $126.8B |
| Q2 2025 | 2,068 | $140.5B |
| Q1 2025 | 2,082 | $135.4B |
| Q4 2024 | 2,046 | $134.2B |
| Q3 2024 | 1,937 | $140.2B |
| Q2 2024 | 1,843 | $121.4B |
| Q1 2024 | 1,836 | $115.2B |
| Q4 2023 | 1,774 | $121.3B |
| Q3 2023 | 1,625 | $100.4B |
| Q2 2023 | 1,622 | $111.1B |
| Q1 2023 | 1,598 | $95.3B |
| Q4 2022 | 1,571 | $93.8B |
| Q3 2022 | 1,501 | $87.7B |
| Q2 2022 | 1,559 | $99.6B |
| Q1 2022 | 1,650 | $127.4B |
| Q4 2021 | 1,541 | $107.5B |
| Q3 2021 | 1,417 | $95.7B |
| Q2 2021 | 1,358 | $92.0B |
| Q1 2021 | 1,300 | $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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Stratos Wealth Advisors, LLC | 995 | $525.2K | 0.03% | +129+14.9% | Added |
| Revisor Wealth Management LLC | 997 | $527.6K | 0.19% | −32−3.1% | Reduced |
| Banque Transatlantique SA | 1,003 | $528.9K | 0.01% | +1,003 | New |
| Nilsine Partners, LLC | 1,008 | $531.5K | 0.05% | +30+3.1% | Added |
| Waverton Investment Management Ltd | 1,013 | $534.0K | 0.01% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 1,014 | $534.7K | 0.08% | 00.0% | Unchanged |
| Applied Capital LLC | 1,017 | $536.3K | 0.40% | 00.0% | Unchanged |
| GTS Securities LLC | 1,021 | $538.4K | 0.02% | −294−22.4% | Reduced |
| Private Wealth Asset Management, LLC | 1,023 | $539.4K | 0.07% | −7−0.7% | Reduced |
| Ayrshire Capital Management LLC | 1,023 | $539.4K | 0.26% | 00.0% | Unchanged |
| Rosenblum Silverman Sutton S F Inc | 1,024 | $539.7K | 0.13% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 1,024 | $540.0K | 0.04% | −203−16.5% | Reduced |
| Evelyn Partners Investment Management (Europe) Ltd | 1,027 | $541.5K | 0.19% | +30+3.0% | Added |
| First National Bank & Trust Co of Newtown | 1,028 | $542.0K | 0.11% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 1,031 | $543.7K | 0.05% | −11−1.1% | Reduced |
| Embree Financial Group | 1,031 | $543.8K | 0.08% | +35+3.5% | Added |
| Concord Wealth Partners | 1,032 | $544.4K | 0.08% | +28+2.8% | Added |
| Concord Asset Management, LLC | 1,032 | $544.4K | 0.08% | +180+21.1% | Added |
| Sivia Capital Partners, LLC | 1,038 | $547.4K | 0.19% | +75+7.8% | Added |
| OneAscent Financial Services LLC | 1,038 | $548.0K | 0.04% | −87−7.7% | Reduced |
| Wealthspire Advisors, LLC | 1,040 | $548.3K | 0.00% | +352+51.2% | Added |
| Petros Family Wealth, LLC | 1,041 | $548.9K | 0.50% | −9−0.9% | Reduced |
| Nwam LLC | 1,012 | $550.5K | 0.03% | −11−1.1% | Reduced |
| Jump Financial, LLC | 1,047 | $552.1K | 0.01% | +1,047 | New |
| Winthrop Capital Management, LLC | 1,050 | $553.0K | 0.14% | −41−3.8% | Reduced |
| Smith Shellnut Wilson LLC | 1,050 | $553.7K | 0.24% | −224−17.6% | Reduced |
| 1776 Wealth LLC | 1,050 | $553.7K | 0.23% | −20−1.9% | Reduced |
| Accel Wealth Management | 1,052 | $554.7K | 0.19% | −5−0.5% | Reduced |
| D.B. Root & Company, LLC | 1,054 | $555.8K | 0.16% | +593+128.6% | Added |
| Harrell Investment Partners, LLC | 1,056 | $557.0K | 0.14% | −3,886−78.6% | Reduced |
| Plotkin Financial Advisors, LLC | 1,057 | $557.3K | 0.31% | +48+4.8% | Added |
| VisionPoint Advisory Group, LLC | 1,058 | $557.9K | 0.12% | +440+71.2% | Added |
| Portside Wealth Group, LLC | 1,064 | $561.0K | 0.08% | +133+14.3% | Added |
| Level Four Advisory Services, LLC | 1,064 | $561.0K | 0.02% | −202−16.0% | Reduced |
| LifePlan Financial, LLC | 1,064 | $561.0K | 0.46% | +1,064 | New |
| Tilia Fiduciary Partners, Inc. | 1,067 | $562.7K | 0.34% | +12+1.1% | Added |
| EntryPoint Capital, LLC | 1,068 | $563.1K | 0.28% | +1,068 | New |
| Waddell & Associates, LLC | 1,071 | $564.7K | 0.06% | +274+34.4% | Added |
| Unique Wealth Strategies, LLC | 1,074 | $566.6K | 0.24% | −43−3.8% | Reduced |
| Modern Wealth Management, LLC | 1,077 | $567.9K | 0.01% | +552+105.1% | Added |
| Quent Capital, LLC | 1,082 | $570.7K | 0.06% | +20+1.9% | Added |
| Beacon Bridge Wealth Partners, LLC | 1,084 | $571.5K | 0.23% | +5+0.5% | Added |
| Quantitative Investment Management, LLC | 1,086 | $572.0K | 0.08% | +1,086 | New |
| Shulman DeMeo Asset Management LLC | 1,085 | $572.2K | 0.14% | −5−0.5% | Reduced |
| Goldstone Financial Group, LLC | 1,085 | $574.6K | 0.08% | +310+40.0% | Added |
| CTC Alternative Strategies, Ltd. | 1,090 | $574.7K | 0.50% | +690+172.5% | Added |
| Gallagher Fiduciary Advisors, LLC | 1,096 | $577.7K | 0.02% | +86+8.5% | Added |
| Whitaker-Myers Wealth Managers, LTD. | 1,096 | $577.9K | 0.15% | +124+12.8% | Added |
| Heritage Family Offices, LLP | 1,152 | $579.0K | 0.29% | 00.0% | Unchanged |
| Barr E S & Co | 1,100 | $580.0K | 0.03% | +1,100 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 1,102 | $581.1K | 0.05% | +48+4.6% | Added |
| Natural Investments, LLC | 1,104 | $582.0K | 0.15% | +253+29.7% | Added |
| Clarendon Private LLC | 1,113 | $586.9K | 0.56% | +258+30.2% | Added |
| ORG Wealth Partners, LLC | 1,109 | $587.0K | 0.14% | −184−14.2% | Reduced |
| Heritage Wealth Management, Inc./Texas | 1,114 | $587.4K | 0.29% | 00.0% | Unchanged |
| Welch & Forbes LLC | 1,117 | $589.0K | 0.01% | −12−1.1% | Reduced |
| SeaCrest Wealth Management, LLC | 1,118 | $589.5K | 0.06% | −14−1.2% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 1,124 | $593.0K | 0.01% | +152+15.6% | Added |
| Fulton Bank, N.A. | 1,128 | $594.8K | 0.02% | +115+11.4% | Added |
| CoreFirst Bank & Trust | 1,140 | $601.1K | 0.34% | −315−21.6% | Reduced |
| Red Door Wealth Management, LLC | 1,149 | $605.9K | 0.07% | +41+3.7% | Added |
| LWM Advisory Services, LLC | 1,151 | $606.9K | 0.42% | +147+14.6% | Added |
| Synovus Financial Corp | 1,154 | $608.8K | 0.01% | −2,217−65.8% | Reduced |
| Larson Financial Group LLC | 1,155 | $609.0K | 0.02% | +485+72.4% | Added |
| Cornell Pochily Investment Advisors, Inc. | 1,157 | $610.1K | 0.20% | +15+1.3% | Added |
| ICONIQ Capital, LLC | 1,158 | $610.6K | 0.01% | −488−29.6% | Reduced |
| Fedenia Advisers LLC | 1,161 | $612.2K | 0.29% | +42+3.8% | Added |
| Principal Street Partners, LLC | 1,162 | $612.4K | 0.06% | +614+112.0% | Added |
| TCG Advisory Services, LLC | 1,162 | $612.7K | 0.02% | +147+14.5% | Added |
| Chapin Davis, Inc. | 1,163 | $613.2K | 0.17% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 1,168 | $616.0K | 0.05% | +83+7.6% | Added |
| Interchange Capital Partners, LLC | 1,169 | $616.5K | 0.14% | +37+3.3% | Added |
| Paulson Wealth Management Inc. | 1,172 | $618.0K | 0.16% | 00.0% | Unchanged |
| Rossby Financial, LCC | 1,179 | $621.7K | 0.23% | −67−5.4% | Reduced |
| Woodstock Corp | 1,181 | $622.7K | 0.06% | 00.0% | Unchanged |
| Country Club Bank | 1,206 | $624.4K | 0.04% | −32−2.6% | Reduced |
| Bullock Wealth Management Group | 1,184 | $626.6K | 0.33% | +9+0.8% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 1,198 | $631.7K | 0.01% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 1,200 | $632.7K | 0.01% | +1,200 | New |
| Signet Investment Advisory Group, Inc. | 1,200 | $632.8K | 0.32% | 00.0% | Unchanged |
| Ferguson Wellman Capital Management, Inc | 1,201 | $633.3K | 0.01% | −164−12.0% | Reduced |
| Nicholas Hoffman & Company, LLC. | 1,204 | $634.9K | 0.02% | 00.0% | Unchanged |
| Circle Wealth Management, LLC | 1,222 | $644.3K | 0.01% | −48−3.8% | Reduced |
| Heritage Trust Co | 1,230 | $648.6K | 0.07% | −22−1.8% | Reduced |
| Norden Group LLC | 1,232 | $649.4K | 0.07% | +242+24.4% | Added |
| Joule Financial, LLC | 1,233 | $650.1K | 0.21% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 1,242 | $654.9K | 0.04% | −255−17.0% | Reduced |
| Parallax Volatility Advisers, L.P. | 1,244 | $655.9K | 0.03% | +952+326.0% | Added |
| Westwood Holdings Group Inc. | 1,245 | $656.5K | 0.00% | +17+1.4% | Added |
| Smithfield Trust Co | 1,246 | $658.0K | 0.03% | −75−5.7% | Reduced |
| Carnegie Capital Asset Management, LLC | 1,259 | $663.9K | 0.01% | −30−2.3% | Reduced |
| Generali Investments, Management Co LLC | 1,271 | $669.3K | 0.15% | 00.0% | Unchanged |
| Alpine Woods Capital Investors, LLC | 1,275 | $672.3K | 0.16% | +106+9.1% | Added |
| ICW Investment Advisors LLC | 1,289 | $679.5K | 0.27% | +66+5.4% | Added |
| Generali Investments CEE, investicni spolecnost, a.s. | 1,297 | $683.9K | 0.06% | +1,297 | New |
| Principle Wealth Partners LLC | 1,297 | $684.0K | 0.04% | +109+9.2% | Added |
| Michael B. Yongue | 1,299 | $684.9K | 0.52% | 00.0% | Unchanged |
| Prossimo Advisors, LLC | 1,300 | $685.0K | 0.55% | −226−14.8% | Reduced |
| Kendall Capital Management | 1,300 | $685.5K | 0.18% | −9−0.7% | Reduced |
| Royal Capital Wealth Management, LLC | 1,300 | $685.5K | 0.46% | 00.0% | Unchanged |