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 |
|---|---|---|---|---|---|
| Acorns Advisers, LLC | 583 | $307.0K | 0.00% | +91+18.5% | Added |
| Isthmus Partners, LLC | 582 | $306.9K | 0.04% | 00.0% | Unchanged |
| Northeast Financial Consultants Inc | 579 | $305.3K | 0.01% | 00.0% | Unchanged |
| Independent Wealth Network Inc. | 578 | $304.8K | 0.11% | +29+5.3% | Added |
| Cornerstone Wealth Group, LLC | 577 | $304.2K | 0.02% | +43+8.1% | Added |
| Bell Investment Advisors, Inc | 575 | $303.2K | 0.05% | −51−8.1% | Reduced |
| StrongBox Wealth, LLC | 575 | $303.2K | 0.12% | 00.0% | Unchanged |
| Patten & Patten Inc | 573 | $302.1K | 0.02% | −27−4.5% | Reduced |
| AMG National Trust Bank | 573 | $302.1K | 0.01% | −10−1.7% | Reduced |
| Affinity Capital Advisors, LLC | 573 | $302.1K | 0.05% | −14−2.4% | Reduced |
| Mizuho Markets Americas LLC | 572 | $301.6K | 0.01% | −1,902−76.9% | Reduced |
| Great Valley Advisor Group, Inc. | 571 | $301.4K | 0.01% | −1−0.2% | Reduced |
| Keynote Financial Services LLC | 570 | $300.6K | 0.20% | −70−10.9% | Reduced |
| Marietta Investment Partners LLC | 570 | $300.6K | 0.07% | 00.0% | Unchanged |
| Goldstein Advisors, LLC | 569 | $300.0K | 0.04% | −22−3.7% | Reduced |
| Ewa, LLC | 568 | $299.3K | 0.09% | +27+5.0% | Added |
| First Nebraska Trust Co | 567 | $299.0K | 0.03% | 00.0% | Unchanged |
| Net Worth Advisory Group | 566 | $298.6K | 0.07% | +14+2.5% | Added |
| Capital Performance Advisors LLP | 564 | $297.5K | 0.06% | +564 | New |
| Rainier Family Wealth Inc | 556 | $293.2K | 0.29% | −67−10.8% | Reduced |
| Occidental Asset Management, LLC | 556 | $293.2K | 0.04% | +16+3.0% | Added |
| Elyxium Wealth, LLC | 555 | $292.7K | 0.11% | +23+4.3% | Added |
| Ascent Wealth Partners, LLC | 553 | $291.6K | 0.04% | −157−22.1% | Reduced |
| Family Wealth Group, LLC | 552 | $291.2K | 0.22% | +552 | New |
| AA Financial Advisors, LLC | 551 | $290.5K | 0.06% | +551 | New |
| Compass Wealth Management LLC | 550 | $290.0K | 0.07% | −103−15.8% | Reduced |
| Virtus ETF Advisers LLC | 550 | $290.0K | 0.18% | 00.0% | Unchanged |
| RFG Advisory, LLC | 550 | $289.8K | 0.01% | −22−3.8% | Reduced |
| C M Bidwell & Associates Ltd | 549 | $289.5K | 0.15% | −132−19.4% | Reduced |
| Victory Financial Group, LLC | 549 | $289.5K | 0.05% | +71+14.9% | Added |
| Financial Alternatives, Inc | 548 | $289.0K | 0.19% | 00.0% | Unchanged |
| Avantra Family Wealth, Inc. | 548 | $289.0K | 0.24% | +29+5.6% | Added |
| Brookstone Capital Management | 547 | $288.3K | 0.00% | +38+7.5% | Added |
| Wayfinding Financial, LLC | 511 | $287.0K | 0.13% | −40−7.3% | Reduced |
| Aviso Wealth Management | 541 | $285.4K | 0.13% | +28+5.5% | Added |
| Veritas Investment Partners (UK) Ltd. | 540 | $284.7K | 0.01% | 00.0% | Unchanged |
| Wedge Capital Management L L P | 536 | $282.6K | 0.01% | −51−8.7% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 534 | $281.9K | 0.01% | +33+6.6% | Added |
| Silver Lake Advisory, LLC | 532 | $280.6K | 0.12% | +1+0.2% | Added |
| Paragon Capital Management Ltd | 532 | $280.5K | 0.05% | 00.0% | Unchanged |
| Ruane, Cunniff & Goldfarb L.P. | 531 | $280.0K | 0.00% | 00.0% | Unchanged |
| Philip James Wealth Mangement, LLC | 530 | $279.7K | 0.04% | +13+2.5% | Added |
| Blueshift Asset Management, LLC | 530 | $279.5K | 0.09% | +530 | New |
| Cascade Financial Partners, LLC | 529 | $278.9K | 0.03% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 529 | $278.9K | 0.15% | +13+2.5% | Added |
| Kames Capital plc | 528 | $278.2K | 0.00% | +92+21.1% | Added |
| Hendershot Investments Inc. | 527 | $277.9K | 0.04% | 00.0% | Unchanged |
| Mezzasalma Advisors, LLC | 527 | $277.9K | 0.08% | 00.0% | Unchanged |
| Wrapmanager Inc | 526 | $277.4K | 0.07% | −22−4.0% | Reduced |
| Bragg Financial Advisors, Inc | 525 | $276.8K | 0.01% | +4+0.8% | Added |
| GenTrust, LLC | 523 | $275.8K | 0.01% | −205−28.2% | Reduced |
| Dumont & Blake Investment Advisors LLC | 523 | $275.8K | 0.07% | 00.0% | Unchanged |
| Five Oceans Advisors | 523 | $275.8K | 0.12% | +3+0.6% | Added |
| Trust Co of Toledo NA | 521 | $274.7K | 0.03% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 519 | $273.9K | 0.08% | +13+2.6% | Added |
| Legacy Solutions, LLC | 517 | $272.4K | 0.26% | +58+12.6% | Added |
| Ewing Morris & Co. Investment Partners Ltd. | 515 | $271.6K | 0.12% | −2,610−83.5% | Reduced |
| McDaniel Terry & Co | 515 | $271.6K | 0.02% | 00.0% | Unchanged |
| Partners Wealth Management, LLC | 527 | $269.2K | 0.31% | 00.0% | Unchanged |
| GGM Financials LLC | 508 | $267.9K | 0.16% | +1+0.2% | Added |
| Peak Planning Group, LLC | 508 | $267.7K | 0.17% | −193−27.5% | Reduced |
| White Lighthouse Investment Management Inc. | 505 | $266.3K | 0.04% | −50−9.0% | Reduced |
| Fundamentun, LLC | 504 | $265.8K | 0.01% | −27−5.1% | Reduced |
| 1858 Wealth Management, LLC | 504 | $265.8K | 0.20% | +100+24.8% | Added |
| Traphagen Investment Advisors LLC | 502 | $264.7K | 0.03% | 00.0% | Unchanged |
| Canopy Partners, LLC | 502 | $264.7K | 0.10% | +5+1.0% | Added |
| MBB Public Markets I LLC | 501 | $264.2K | 0.03% | −116−18.8% | Reduced |
| Claret Asset Management Corp | 500 | $264.0K | 0.03% | – | – |
| LSV Asset Management | 500 | $264.0K | 0.00% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 500 | $263.7K | 0.02% | +500 | New |
| Marco Investment Management LLC | 500 | $263.6K | 0.02% | 00.0% | Unchanged |
| Legacy Wealth Management, LLC | 500 | $263.6K | 0.08% | 00.0% | Unchanged |
| Eagle Wealth Strategies LLC | 499 | $263.1K | 0.15% | −1−0.2% | Reduced |
| Florida Financial Advisors, LLC | 498 | $262.5K | 0.09% | +82+19.7% | Added |
| Advisory Alpha, LLC | 497 | $262.1K | 0.01% | +497 | New |
| Revolve Wealth Partners, LLC | 495 | $261.0K | 0.03% | −1−0.2% | Reduced |
| Nicolet Bankshares Inc | 495 | $261.0K | 0.05% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 493 | $260.0K | 0.03% | −38−7.2% | Reduced |
| Portland Global Advisors LLC | 492 | $259.4K | 0.03% | +2+0.4% | Added |
| HBW Advisory Services LLC | 492 | $259.3K | 0.03% | +6+1.2% | Added |
| Delta Investment Management, LLC | 491 | $258.9K | 0.05% | −27−5.2% | Reduced |
| Rothschild Capital Partners, LLC | 490 | $258.4K | 0.07% | 00.0% | Unchanged |
| Quarry LP | 489 | $257.8K | 0.06% | −115−19.0% | Reduced |
| Key Financial Inc | 487 | $256.8K | 0.05% | 00.0% | Unchanged |
| Hengehold Capital Management LLC | 486 | $256.3K | 0.02% | 00.0% | Unchanged |
| Copperwynd Financial, LLC | 484 | $255.3K | 0.06% | +29+6.4% | Added |
| Avidian Wealth Solutions, LLC | 484 | $255.2K | 0.01% | +10+2.1% | Added |
| Stephens Investment Management Group LLC | 482 | $254.2K | 0.00% | 00.0% | Unchanged |
| Saranac Partners Ltd | 480 | $253.1K | 0.13% | −423−46.8% | Reduced |
| Security National Bank of So Dak | 480 | $253.1K | 0.14% | −7−1.4% | Reduced |
| Zacks Investment Management | 479 | $252.7K | 0.00% | −160−25.0% | Reduced |
| Yukon Wealth Management, Inc. | 478 | $252.0K | 0.09% | +12+2.6% | Added |
| Single Point Partners, LLC | 477 | $252.0K | 0.06% | 00.0% | Unchanged |
| Kondo Wealth Advisors, Inc. | 476 | $252.0K | 0.11% | +1+0.2% | Added |
| One Capital Management, LLC | 477 | $251.5K | 0.01% | +477 | New |
| Smith Anglin Financial, LLC | 477 | $251.5K | 0.02% | −13−2.7% | Reduced |
| Vista Cima Wealth Management LLC | 475 | $250.5K | 0.23% | +1+0.2% | Added |
| Nalls Sherbakoff Group, LLC | 475 | $250.5K | 0.18% | +28+6.3% | Added |
| USA Financial Portformulas Corp | 475 | $250.5K | 0.04% | +475 | New |
| OneAscent Investment Solutions LLC | 473 | $249.0K | 0.27% | +3+0.6% | Added |