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
- 2,067
- +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
- 806 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 |
|---|---|---|---|---|---|
| Osterweis Capital Management Inc | 360 | $189.8K | 0.01% | 00.0% | Unchanged |
| American National Bank | 350 | $184.6K | 0.02% | −12−3.3% | Reduced |
| St Germain D J Co Inc | 350 | $184.6K | 0.01% | −7−2.0% | Reduced |
| Oakworth Capital, Inc. | 341 | $179.8K | 0.01% | −11−3.1% | Reduced |
| Harbour Investments, Inc. | 339 | $178.6K | 0.00% | +15+4.6% | Added |
| Evermay Wealth Management LLC | 335 | $176.6K | 0.02% | 00.0% | Unchanged |
| Security National Bank | 335 | $176.6K | 0.03% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 335 | $176.6K | 0.05% | 00.0% | Unchanged |
| Crewe Advisors LLC | 333 | $175.6K | 0.02% | +3+0.9% | Added |
| Atticus Wealth Management, LLC | 326 | $171.9K | 0.05% | +172+111.7% | Added |
| Addison Advisors LLC | 318 | $167.7K | 0.04% | +88+38.3% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 312 | $164.5K | 0.06% | +17+5.8% | Added |
| Goldstream Capital Management Ltd | 309 | $162.9K | 0.07% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 308 | $162.4K | 0.01% | +158+105.3% | Added |
| Sierra Ocean, LLC | 306 | $161.4K | 0.12% | +27+9.7% | Added |
| HighMark Wealth Management LLC | 300 | $158.2K | 0.08% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 290 | $150.1K | 0.01% | −157−35.1% | Reduced |
| Princeton Global Asset Management LLC | 284 | $149.8K | 0.03% | +84+42.0% | Added |
| DHJJ Financial Advisors, Ltd. | 281 | $148.2K | 0.05% | 00.0% | Unchanged |
| Hemington Wealth Management | 276 | $145.0K | 0.02% | −8−2.8% | Reduced |
| Webster Bank, N. A. | 274 | $144.5K | 0.01% | 00.0% | Unchanged |
| WPG Advisers, LLC | 273 | $143.9K | 0.12% | +24+9.6% | Added |
| Cornerstone Planning Group LLC | 251 | $141.1K | 0.03% | −46−15.5% | Reduced |
| Operose Advisors LLC | 256 | $135.0K | 0.04% | −14−5.2% | Reduced |
| South State Corp. | 253 | $133.4K | 0.01% | +3+1.2% | Added |
| Bruce G. Allen Investments, LLC | 253 | $133.4K | 0.10% | −1−0.4% | Reduced |
| Arlington Trust Co LLC | 253 | $133.4K | 0.03% | 00.0% | Unchanged |
| Avalon Trust Co | 252 | $132.9K | 0.01% | 00.0% | Unchanged |
| NewSquare Capital LLC | 248 | $130.8K | 0.01% | +113+83.7% | Added |
| Barnes Dennig Private Wealth Management LLC | 246 | $129.7K | 0.16% | +246 | New |
| HHM Wealth Advisors, LLC | 245 | $129.4K | 0.02% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 241 | $127.1K | 0.01% | +170+239.4% | Added |
| Financial Network Wealth Advisors LLC | 240 | $126.6K | 0.15% | +10+4.3% | Added |
| YANKCOM Partnership | 240 | $126.6K | 0.06% | +10+4.3% | Added |
| State of Wyoming | 240 | $126.5K | 0.02% | −382−61.4% | Reduced |
| SOA Wealth Advisors, LLC. | 15,210 | $125.3K | 0.02% | −462−2.9% | Reduced |
| Promus Capital, LLC | 236 | $124.4K | 0.08% | −171−42.0% | Reduced |
| TD Capital Management LLC | 234 | $123.6K | 0.01% | +225+2,500.0% | Added |
| GoalVest Advisory LLC | 224 | $118.1K | 0.03% | +94+72.3% | Added |
| Hilltop National Bank | 224 | $118.1K | 0.03% | +224 | New |
| Boyd Watterson Asset Management LLC | 223 | $117.6K | 0.04% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 213 | $112.3K | 0.04% | +213 | New |
| Twin Peaks Wealth Advisors, LLC | 200 | $111.8K | 0.04% | +200 | New |
| Medallion Wealth Advisors, LLC | 211 | $111.7K | 0.04% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 211 | $111.3K | 0.01% | −27−11.3% | Reduced |
| Clear Street Markets LLC | 211 | $111.3K | 0.04% | +211 | New |
| PFS Partners, LLC | 210 | $110.5K | 0.06% | +16+8.2% | Added |
| Painted Porch Advisors LLC | 209 | $110.2K | 0.05% | −22−9.5% | Reduced |
| First Command Advisory Services, Inc. | 206 | $108.6K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 204 | $108.0K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 203 | $107.0K | 0.01% | +26+14.7% | Added |
| Tortoise Investment Management, LLC | 202 | $106.5K | 0.01% | −6−2.9% | Reduced |
| Ransom Advisory, Ltd | 200 | $105.5K | 0.05% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 198 | $105.0K | 0.04% | +62+45.6% | Added |
| Rise Advisors, LLC | 195 | $102.7K | 0.04% | +7+3.7% | Added |
| Exchange Traded Concepts, LLC | 194 | $102.3K | 0.00% | −52−21.1% | Reduced |
| Atwood & Palmer Inc | 193 | $101.8K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 190 | $100.2K | 0.01% | +17+9.8% | Added |
| BSN Capital Partners Ltd | 194 | $99.8K | 0.01% | +194 | New |
| Whipplewood Advisors, LLC | 188 | $99.1K | 0.05% | +6+3.3% | Added |
| MV Capital Management, Inc. | 183 | $96.5K | 0.01% | −9−4.7% | Reduced |
| Wellington Shields Capital Management, LLC | 181 | $95.4K | 0.02% | 00.0% | Unchanged |
| Vestor Capital, LLC | 502 | $94.0K | 0.01% | −27,936−98.2% | Reduced |
| Accredited Wealth Management, LLC | 175 | $92.3K | 0.07% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 174 | $91.7K | 0.02% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 173 | $91.4K | 0.00% | −1−0.6% | Reduced |
| Golden State Wealth Management, LLC | 170 | $89.8K | 0.01% | +73+75.3% | Added |
| Jackson, Grant Investment Advisers, Inc. | 168 | $88.6K | 0.03% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 164 | $86.5K | 0.05% | −10−5.7% | Reduced |
| Citizens National Bank Trust Department | 161 | $84.9K | 0.02% | +126+360.0% | Added |
| Vision Financial Markets LLC | 156 | $82.3K | 0.08% | 00.0% | Unchanged |
| MCF Advisors LLC | 156 | $82.1K | 0.01% | +34+27.9% | Added |
| Harvest Fund Management Co., Ltd | 154 | $81.0K | 0.00% | −431−73.7% | Reduced |
| True Wealth Design, LLC | 151 | $79.7K | 0.03% | +139+1,158.3% | Added |
| Albion Financial Group | 150 | $79.1K | 0.01% | 00.0% | Unchanged |
| Clean Yield Group | 146 | $77.0K | 0.02% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 145 | $76.5K | 0.03% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 144 | $75.9K | 0.00% | −9−5.9% | Reduced |
| Archer Investment Corp | 141 | $74.3K | 0.02% | 00.0% | Unchanged |
| Valley National Advisers Inc | 142 | $74.0K | 0.01% | +25+21.4% | Added |
| Frazier Financial Advisors, LLC | 137 | $72.3K | 0.05% | +14+11.4% | Added |
| Rosenberg Matthew Hamilton | 134 | $70.7K | 0.02% | 00.0% | Unchanged |
| S&T Bank | 131 | $69.1K | 0.02% | +35+36.5% | Added |
| ZRC Wealth Management, LLC | 130 | $68.5K | 0.03% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 129 | $68.0K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 127 | $67.0K | 0.02% | 00.0% | Unchanged |
| Mechanics Financial Corp | 125 | $65.9K | 0.03% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 124 | $65.4K | 0.06% | −85−40.7% | Reduced |
| WS Portfolio Advisory, LLC | 122 | $64.3K | 5.86% | −379−75.6% | Reduced |
| LRI Investments, LLC | 17,538 | $63.8K | 0.01% | +21+0.1% | Added |
| Capula Management Ltd | 119 | $62.7K | 0.00% | −193−61.9% | Reduced |
| Quest Partners LLC | 115 | $60.6K | 0.01% | −5,617−98.0% | Reduced |
| Missouri Trust & Investment Co | 115 | $60.6K | 0.02% | +76+194.9% | Added |
| Sagard Holdings Management Inc. | 114 | $60.1K | 0.17% | +114 | New |
| Hollencrest Capital Management | 111 | $58.5K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 110 | $58.0K | 0.01% | +3+2.8% | Added |
| Bank of Jackson Hole Trust | 110 | $58.0K | 0.03% | +110 | New |
| Geo Capital Gestora de Recursos Ltd | 110 | $58.0K | 0.09% | 00.0% | Unchanged |
| Disciplina Capital Management LLC | 109 | $57.7K | 0.01% | 00.0% | Unchanged |
| Vega Investment Solutions | 109 | $57.5K | 0.01% | −113−50.9% | Reduced |