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 |
|---|---|---|---|---|---|
| Asset Advisors Investment Management, LLC | 4,198 | $2.21M | 0.22% | +932+28.5% | Added |
| Leonteq Securities AG | 4,155 | $2.19M | 0.13% | −64−1.5% | Reduced |
| Chilton Investment Co LLC | 4,136 | $2.18M | 0.05% | +190+4.8% | Added |
| Bank of Hawaii | 4,134 | $2.18M | 0.12% | −102−2.4% | Reduced |
| NewEdge Wealth, LLC | 3,895 | $2.18M | 0.03% | −117−2.9% | Reduced |
| Excalibur Management Corp | 4,081 | $2.15M | 0.81% | 00.0% | Unchanged |
| Quadcap Wealth Management, LLC | 4,060 | $2.14M | 0.27% | −39−1.0% | Reduced |
| Oak Thistle LLC | 4,044 | $2.13M | 0.31% | +4,044 | New |
| SevenBridge Financial Group, LLC | 3,810 | $2.13M | 0.38% | +1,367+56.0% | Added |
| Parsons Capital Management Inc | 4,039 | $2.13M | 0.13% | −36−0.9% | Reduced |
| Brighton Jones LLC | 4,034 | $2.13M | 0.06% | +796+24.6% | Added |
| Smartleaf Asset Management LLC | 4,075 | $2.11M | 0.19% | −91−2.2% | Reduced |
| Flagship Harbor Advisors, LLC | 3,987 | $2.10M | 0.10% | −10.0% | Reduced |
| Belpointe Asset Management LLC | 3,968 | $2.09M | 0.09% | −140−3.4% | Reduced |
| Davis R M Inc | 3,952 | $2.08M | 0.04% | +534+15.6% | Added |
| Karani Asset Management LLC | 3,950 | $2.08M | 2.02% | +1,552+64.7% | Added |
| Profund Advisors LLC | 3,938 | $2.08M | 0.07% | −458−10.4% | Reduced |
| FORA Capital, LLC | 3,918 | $2.07M | 0.23% | +3,918 | New |
| Private Trust Co NA | 3,877 | $2.04M | 0.19% | −25−0.6% | Reduced |
| Principal Securities, Inc. | 3,859 | $2.03M | 0.04% | +252+7.0% | Added |
| Madison Asset Management, LLC | 3,819 | $2.01M | 0.02% | −168−4.2% | Reduced |
| Hamilton Point Investment Advisors, LLC | 3,808 | $2.01M | 0.33% | 00.0% | Unchanged |
| CapitalatWork S.A. | 3,800 | $2.00M | 0.06% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 3,800 | $2.00M | 0.08% | +3,800 | New |
| Penserra Capital Management LLC | 3,800 | $2.00M | 0.03% | +555+17.1% | Added |
| Guyasuta Investment Advisors Inc | 3,796 | $2.00M | 0.12% | −13−0.3% | Reduced |
| Leo Wealth, LLC | 3,779 | $1.99M | 0.15% | +2,779+277.9% | Added |
| IronOak Wealth LLC. | 3,769 | $1.99M | 1.93% | +3,769 | New |
| Obermeyer Wood Investment Counsel, LLLP | 3,766 | $1.99M | 0.10% | +61+1.6% | Added |
| Evergreen Capital Management LLC | 3,745 | $1.97M | 0.06% | +811+27.6% | Added |
| American Trust | 3,740 | $1.97M | 0.19% | +727+24.1% | Added |
| Westpac Banking Corp | 3,722 | $1.96M | 0.13% | 00.0% | Unchanged |
| Platform Technology Partners | 3,691 | $1.95M | 0.51% | +100+2.8% | Added |
| Trust Asset Management LLC | 3,668 | $1.93M | 0.14% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 3,607 | $1.90M | 0.02% | +298+9.0% | Added |
| Diversify Advisory Services, LLC | 3,395 | $1.90M | 0.07% | +2,521+288.4% | Added |
| BKM Wealth Management, LLC | 3,594 | $1.90M | 0.74% | −174−4.6% | Reduced |
| Abc Arbitrage SA | 3,592 | $1.89M | 0.22% | +3,592 | New |
| Citizens Financial Group Inc | 3,549 | $1.87M | 0.03% | +545+18.1% | Added |
| VestGen Advisors, LLC | 3,538 | $1.87M | 0.07% | −281−7.4% | Reduced |
| GW&K Investment Management, LLC | 3,525 | $1.86M | 0.02% | −1,472−29.5% | Reduced |
| Broadwater Capital Management LLC | 1,856,061 | $1.86M | 1.44% | +1,852,541+52,629.0% | Added |
| Montag A & Associates Inc | 3,506 | $1.85M | 0.09% | −487−12.2% | Reduced |
| BTG Pactual Asset Management US LLC | 3,476 | $1.83M | 0.25% | +3,476 | New |
| Aaron Wealth Advisors | 3,472 | $1.83M | 0.19% | +42+1.2% | Added |
| Kestra Investment Management, LLC | 3,556 | $1.83M | 0.03% | +1,138+47.1% | Added |
| Barden Capital Management, Inc. | 3,450 | $1.82M | 1.59% | −88−2.5% | Reduced |
| Boston Trust Walden Corp | 3,415 | $1.80M | 0.01% | +263+8.3% | Added |
| Caliber Wealth Management, LLC | 3,404 | $1.80M | 0.19% | +22+0.7% | Added |
| Tema ETFs LLC | 3,398 | $1.79M | 0.48% | −1,264−27.1% | Reduced |
| Forefront Wealth Partners, LLC | 3,495 | $1.79M | 1.23% | +1,713+96.1% | Added |
| Tealwood Asset Management Inc | 3,391 | $1.79M | 0.80% | −97−2.8% | Reduced |
| United Asset Strategies, Inc. | 3,377 | $1.78M | 0.15% | +32+1.0% | Added |
| Quintet Private Bank (Europe) S.A. | 3,359 | $1.77M | 0.10% | +160+5.0% | Added |
| Jacobi Capital Management LLC | 3,352 | $1.77M | 0.12% | +463+16.0% | Added |
| Fort Point Capital Partners LLC | 3,290 | $1.73M | 0.17% | +46+1.4% | Added |
| Evercore Wealth Management, LLC | 3,283 | $1.73M | 0.03% | +4+0.1% | Added |
| Syon Capital LLC | 3,271 | $1.72M | 0.11% | +119+3.8% | Added |
| Caxton Associates LLP | 3,238 | $1.71M | 0.04% | +2,478+326.1% | Added |
| Silverlake Wealth Management LLC | 3,229 | $1.70M | 0.50% | −618−16.1% | Reduced |
| Nicholson Wealth Management Group, LLC | 3,225 | $1.70M | 1.05% | +76+2.4% | Added |
| Main Street Financial Solutions, LLC | 3,212 | $1.69M | 0.12% | +472+17.2% | Added |
| Dorsey & Whitney Trust CO LLC | 3,203 | $1.69M | 0.09% | −186−5.5% | Reduced |
| Wealth Alliance | 3,165 | $1.67M | 0.19% | −104−3.2% | Reduced |
| Citrine Capital LLC | 3,151 | $1.66M | 0.88% | 00.0% | Unchanged |
| National Asset Management, Inc. | 3,128 | $1.65M | 0.08% | −1,331−29.8% | Reduced |
| Commerzbank Aktiengesellschaft | 3,126 | $1.65M | 0.04% | −55−1.7% | Reduced |
| Reynders McVeigh Capital Management, LLC | 3,107 | $1.64M | 0.08% | +5+0.2% | Added |
| Forum Financial Management, LP | 3,098 | $1.63M | 0.02% | +120+4.0% | Added |
| Checchi Capital Advisers, LLC | 3,084 | $1.63M | 0.11% | −3−0.1% | Reduced |
| NorthCrest Asset Manangement, LLC | 3,061 | $1.62M | 0.04% | +865+39.4% | Added |
| Old National Bancorp | 3,068 | $1.62M | 0.03% | −156−4.8% | Reduced |
| Thomasville National Bank | 3,058 | $1.61M | 0.11% | −80−2.5% | Reduced |
| Meyer Handelman Co | 3,055 | $1.61M | 0.05% | −200−6.1% | Reduced |
| Cigna Investments Inc | 3,045 | $1.61M | 0.28% | −102−3.2% | Reduced |
| Canandaigua National Bank & Trust Co | 3,044 | $1.61M | 0.15% | 00.0% | Unchanged |
| Cornercap Investment Counsel Inc | 3,028 | $1.60M | 0.83% | −69−2.2% | Reduced |
| WoodTrust Financial Corp | 3,024 | $1.59M | 0.22% | 00.0% | Unchanged |
| Channing Global Advisors, LLC | 3,022 | $1.59M | 1.03% | −357−10.6% | Reduced |
| Clarius Group, LLC | 3,005 | $1.58M | 0.09% | −304−9.2% | Reduced |
| AIMZ Investment Advisors, LLC | 2,996 | $1.58M | 0.53% | −60−2.0% | Reduced |
| GM Advisory Group, Inc. | 2,987 | $1.58M | 0.08% | +14+0.5% | Added |
| First Bank & Trust | 2,987 | $1.58M | 0.28% | −978−24.7% | Reduced |
| Everhart Financial Group, Inc. | 2,985 | $1.57M | 0.18% | +780+35.4% | Added |
| Eos Management, L.P. | 2,979 | $1.57M | 0.68% | +2,979 | New |
| Compass Capital Management, Inc | 2,976 | $1.57M | 0.08% | +2,976 | New |
| Mount Yale Investment Advisors, LLC | 2,973 | $1.57M | 0.12% | −167−5.3% | Reduced |
| BancorpSouth Bank | 2,969 | $1.57M | 0.10% | −56−1.9% | Reduced |
| Strategic Wealth Partners, Ltd. | 2,965 | $1.56M | 0.12% | +2,965 | New |
| Nichols & Pratt Advisers LLP | 2,962 | $1.56M | 0.10% | 00.0% | Unchanged |
| Trust Co of Oklahoma | 2,959 | $1.56M | 0.50% | +65+2.2% | Added |
| Gladstone Institutional Advisory LLC | 2,951 | $1.56M | 0.06% | +267+9.9% | Added |
| Harfst & Associates, Inc. | 2,944 | $1.55M | 0.32% | +1,727+141.9% | Added |
| HBK Sorce Advisory LLC | 2,940 | $1.55M | 0.04% | −288−8.9% | Reduced |
| Nations Financial Group Inc, | 2,939 | $1.55M | 0.11% | −82−2.7% | Reduced |
| Lokken Investment Group LLC | 2,935 | $1.55M | 0.60% | +245+9.1% | Added |
| Turtle Creek Wealth Advisors, LLC | 2,927 | $1.54M | 0.18% | +2,927 | New |
| Cozad Asset Management Inc | 2,920 | $1.54M | 0.13% | −780−21.1% | Reduced |
| Bowman & Co S.C. | 2,897 | $1.53M | 0.68% | +86+3.1% | Added |
| Transatlantique Private Wealth LLC | 2,908 | $1.53M | 0.56% | +100+3.6% | Added |