Skip to main content

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
Sentry Investment Management LLC1,632$859.0K0.47%00.0%Unchanged
Sigma Planning Corp1,615$851.7K0.03%−1−0.1%Reduced
E Fund Management Co., Ltd.1,612$850.0K0.04%−1,297−44.6%Reduced
Capital Investment Advisors, LLC1,607$847.6K0.02%+1,083+206.7%Added
Continuum Advisory, LLC1,607$847.4K0.10%+58+3.7%Added
Orrstown Financial Services Inc1,594$840.5K0.18%+163+11.4%Added
FineMark National Bank & Trust1,593$840.0K0.03%+77+5.1%Added
Aigen Investment Management, LP1,582$834.2K0.11%−3,515−69.0%Reduced
Covenant Partners, LLC1,581$833.6K0.25%00.0%Unchanged
Moseley Investment Management Inc1,574$829.7K0.29%+2+0.1%Added
SFM, LLC1,567$826.2K0.53%−66−4.0%Reduced
Legacy Wealth Asset Management, LLC1,552$818.4K0.21%−2−0.1%Reduced
Institute for Wealth Management, LLC.1,538$811.0K0.09%−61−3.8%Reduced
My Legacy Advisors, LLC1,527$809.0K0.29%−57−3.6%Reduced
Hoxton Planning & Management, LLC1,533$808.3K0.28%−33−2.1%Reduced
U.S. Capital Wealth Advisors, LLC1,526$804.4K0.02%+42+2.8%Added
Opal Wealth Advisors, LLC1,519$801.0K0.22%−271−15.1%Reduced
Caldwell Trust Co1,519$801.0K0.08%+8+0.5%Added
West Family Investments, Inc.1,516$799.4K0.21%+440+40.9%Added
Little House Capital LLC1,507$794.6K0.20%+82+5.8%Added
Conestoga Capital Advisors, LLC1,496$788.8K0.01%00.0%Unchanged
Nova R Wealth, Inc.1,492$786.6K0.37%00.0%Unchanged
Quotient Wealth Partners, LLC1,485$783.0K0.02%−8−0.5%Reduced
Lee Johnson Capital Management, LLC1,484$782.5K0.27%+1,484New
Simplicity Wealth,LLC1,484$782.2K0.03%+847+133.0%Added
BKD Wealth Advisors, LLC1,481$780.9K0.02%+16+1.1%Added
New Hampshire Trust1,479$779.9K0.16%+57+4.0%Added
Aprio Wealth Management, LLC1,472$776.0K0.09%−202−12.1%Reduced
Stanley-Laman Group, Ltd.1,464$772.0K0.11%−168−10.3%Reduced
J. W. Coons Advisors, LLC1,462$770.9K0.17%+50+3.5%Added
Sound Financial Strategies Group, LLC1,457$768.3K0.65%+63+4.5%Added
Catalyst Financial Partners LLC1,446$762.5K0.08%+106+7.9%Added
Red Spruce Capital, LLC1,444$761.4K0.33%−22−1.5%Reduced
Mesirow Financial Investment Management, Inc.1,442$760.7K0.01%−11−0.8%Reduced
First Affirmative Financial Network1,439$758.9K0.39%−8−0.6%Reduced
Richard W. Paul & Associates, LLC1,439$758.6K0.27%+24+1.7%Added
Alpha Cubed Investments, LLC1,435$756.8K0.03%−27−1.8%Reduced
Fiduciary Family Office, LLC1,429$753.5K0.25%−199−12.2%Reduced
Navellier & Associates Inc1,426$751.9K0.09%00.0%Unchanged
Buttonwood Financial Advisors Inc.1,424$750.8K0.30%+69+5.1%Added
HWG Holdings LP1,420$748.8K0.22%−17−1.2%Reduced
Mayflower Financial Advisors, LLC1,411$744.2K0.10%+72+5.4%Added
Oak Harbor Wealth Partners, LLC1,411$744.0K0.20%−17−1.2%Reduced
Axxcess Wealth Management, LLC1,401$738.7K0.02%−431−23.5%Reduced
Trueblood Wealth Management, LLC1,386$730.9K0.31%+1+0.1%Added
Stonegate Investment Group, LLC1,386$730.6K0.02%−35−2.5%Reduced
Camden Capital, LLC1,377$725.9K0.07%−103−7.0%Reduced
Legacy Financial Advisors, Inc.1,375$725.2K0.11%+42+3.2%Added
L2 Asset Management, LLC1,375$725.0K0.12%+23+1.7%Added
Cassaday & Co Wealth Management LLC1,368$721.5K0.02%+1,368New
Kingswood Wealth Advisors, LLC1,363$718.8K0.06%−282−17.1%Reduced
Howard Bailey Securities, LLC1,357$715.5K0.22%−12−0.9%Reduced
Waldron Private Wealth LLC1,356$715.0K0.03%−40−2.9%Reduced
Formidable Asset Management, LLC1,355$714.5K0.12%−221−14.0%Reduced
Parkside Financial Bank & Trust1,351$712.4K0.08%+161+13.5%Added
Legacy Capital Wealth Partners, LLC1,343$708.3K0.16%−140−9.4%Reduced
TD Private Client Wealth LLC1,341$707.1K0.02%−183−12.0%Reduced
Banco BTG Pactual S.A.1,340$706.6K0.14%00.0%Unchanged
Townsend Asset Management Corp1,337$704.7K0.26%00.0%Unchanged
Moneta Group Investment Advisors LLC1,323$697.6K0.01%+124+10.3%Added
Proficio Capital Partners LLC1,323$697.6K0.04%+57+4.5%Added
LeClair Wealth Partners LLC1,318$695.0K0.47%−118−8.2%Reduced
Prosperity Financial Group, Inc.1,316$693.9K0.30%+3+0.2%Added
Boreal Capital Management LLC1,316$693.9K0.57%+1,316New
Kathmere Capital Management, LLC1,314$692.9K0.05%−27−2.0%Reduced
Global X Japan Co., Ltd.1,313$692.3K0.07%+134+11.4%Added
Wesbanco Bank Inc1,311$691.3K0.02%+44+3.5%Added
Paragon Private Wealth Management, LLC1,311$691.3K0.28%+275+26.5%Added
Kendall Capital Management1,300$685.5K0.18%−9−0.7%Reduced
Royal Capital Wealth Management, LLC1,300$685.5K0.46%00.0%Unchanged
Prossimo Advisors, LLC1,300$685.0K0.55%−226−14.8%Reduced
Michael B. Yongue1,299$684.9K0.52%00.0%Unchanged
Principle Wealth Partners LLC1,297$684.0K0.04%+109+9.2%Added
Generali Investments CEE, investicni spolecnost, a.s.1,297$683.9K0.06%+1,297New
ICW Investment Advisors LLC1,289$679.5K0.27%+66+5.4%Added
Alpine Woods Capital Investors, LLC1,275$672.3K0.16%+106+9.1%Added
Generali Investments, Management Co LLC1,271$669.3K0.15%00.0%Unchanged
Carnegie Capital Asset Management, LLC1,259$663.9K0.01%−30−2.3%Reduced
Smithfield Trust Co1,246$658.0K0.03%−75−5.7%Reduced
Westwood Holdings Group Inc.1,245$656.5K0.00%+17+1.4%Added
Parallax Volatility Advisers, L.P.1,244$655.9K0.03%+952+326.0%Added
Fukoku Mutual Life Insurance Co1,242$654.9K0.04%−255−17.0%Reduced
Joule Financial, LLC1,233$650.1K0.21%00.0%Unchanged
Norden Group LLC1,232$649.4K0.07%+242+24.4%Added
Heritage Trust Co1,230$648.6K0.07%−22−1.8%Reduced
Circle Wealth Management, LLC1,222$644.3K0.01%−48−3.8%Reduced
Nicholas Hoffman & Company, LLC.1,204$634.9K0.02%00.0%Unchanged
Ferguson Wellman Capital Management, Inc1,201$633.3K0.01%−164−12.0%Reduced
Signet Investment Advisory Group, Inc.1,200$632.8K0.32%00.0%Unchanged
Jefferies Financial Group Inc.1,200$632.7K0.01%+1,200New
Maverick Capital LtdSuperinvestorMaverick Capital1,198$631.7K0.01%00.0%Unchanged
Bullock Wealth Management Group1,184$626.6K0.33%+9+0.8%Added
Country Club Bank1,206$624.4K0.04%−32−2.6%Reduced
Woodstock Corp1,181$622.7K0.06%00.0%Unchanged
Rossby Financial, LCC1,179$621.7K0.23%−67−5.4%Reduced
Paulson Wealth Management Inc.1,172$618.0K0.16%00.0%Unchanged
Interchange Capital Partners, LLC1,169$616.5K0.14%+37+3.3%Added
Fiduciary Alliance LLC1,168$616.0K0.05%+83+7.6%Added
Chapin Davis, Inc.1,163$613.2K0.17%00.0%Unchanged
TCG Advisory Services, LLC1,162$612.7K0.02%+147+14.5%Added