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, Q4 2025
Institutional positions in S&P Global Inc. as of Dec 31, 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
- 2,203
- +191 vs. Q3 2025
- Shares held
- 263.3M
- +833.2K (+0.3%) vs. Q3 2025
- Total value
- $137.4B
- +$10.9B (+8.6%) vs. Q3 2025
- New holders
- 312
- 792 more added
- Sold out
- 121
- 804 more reduced
46 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding S&P Global Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Jericho Financial, LLP | 1,360 | $710.8K | 0.43% | −296−17.9% | Reduced |
| Parkside Financial Bank & Trust | 1,364 | $712.8K | 0.05% | +35+2.6% | Added |
| Schmidt P J Investment Management Inc | 1,367 | $714.4K | 0.12% | −466−25.4% | Reduced |
| Legacy Financial Advisors, Inc. | 1,372 | $717.1K | 0.10% | +33+2.5% | Added |
| SageView Advisory Group, LLC | 1,376 | $719.4K | 0.02% | −1,122−44.9% | Reduced |
| Larson Financial Group LLC | 1,378 | $720.4K | 0.02% | +244+21.5% | Added |
| National Wealth Management Group, LLC | 1,380 | $721.3K | 0.25% | −1,102−44.4% | Reduced |
| SBI Securities Co., Ltd. | 1,384 | $723.3K | 0.02% | +8+0.6% | Added |
| Lee Johnson Capital Management, LLC | 1,387 | $724.8K | 0.25% | −103−6.9% | Reduced |
| Chapin Davis, Inc. | 1,389 | $725.9K | 0.17% | +26+1.9% | Added |
| Caldwell Trust Co | 1,392 | $727.4K | 0.06% | −34−2.4% | Reduced |
| Hartford Funds Management Co LLC | 1,391 | $727.9K | 0.06% | +672+93.5% | Added |
| Dara Capital US, Inc. | 1,395 | $729.0K | 0.65% | +1,395 | New |
| Waldron Private Wealth LLC | 1,396 | $729.5K | 0.03% | −159−10.2% | Reduced |
| TCG Advisory Services, LLC | 1,401 | $732.2K | 0.02% | +144+11.5% | Added |
| Argos Wealth Advisors, LLC | 1,405 | $734.2K | 0.21% | +1,405 | New |
| Fedenia Advisers LLC | 1,413 | $738.4K | 0.28% | −82−5.5% | Reduced |
| Alpha Cubed Investments, LLC | 1,414 | $739.2K | 0.03% | −11−0.8% | Reduced |
| TD Private Client Wealth LLC | 1,419 | $741.6K | 0.02% | +67+5.0% | Added |
| Quotient Wealth Partners, LLC | 1,421 | $742.6K | 0.02% | −44−3.0% | Reduced |
| SmartHarvest Portfolios, LLC | 1,422 | $743.2K | 0.26% | +1,422 | New |
| Little House Capital LLC | 1,425 | $744.7K | 0.19% | 00.0% | Unchanged |
| Navellier & Associates Inc | 1,426 | $745.2K | 0.08% | 00.0% | Unchanged |
| Whalen Wealth Management Inc. | 1,432 | $748.1K | 0.40% | +650+83.1% | Added |
| Scientech Research LLC | 1,434 | $749.4K | 0.47% | −656−31.4% | Reduced |
| Kames Capital plc | 1,435 | $750.0K | 0.01% | +271+23.3% | Added |
| TrueWealth Advisors, LLC | 1,436 | $750.6K | 0.19% | +74+5.4% | Added |
| WBI Investments | 1,438 | $751.6K | 0.20% | +1,438 | New |
| WSFS Capital Management, LLC | 1,440 | $752.5K | 0.04% | +501+53.4% | Added |
| Red Spruce Capital, LLC | 1,444 | $754.6K | 0.30% | 00.0% | Unchanged |
| Alteri Wealth LLC | 1,445 | $754.9K | 0.24% | −153−9.6% | Reduced |
| Xxi Wealth, LLC | 1,446 | $755.7K | 0.46% | +1,446 | New |
| Modern Wealth Management, LLC | 1,450 | $757.5K | 0.01% | +343+31.0% | Added |
| Atlas Legacy Advisors, LLC | 1,453 | $758.5K | 0.13% | +348+31.5% | Added |
| Shelter Rock Management, LLC | 1,452 | $759.0K | 0.76% | +1,452 | New |
| Nilsine Partners, LLC | 1,458 | $761.9K | 0.07% | +218+17.6% | Added |
| New Hampshire Trust | 1,483 | $775.0K | 0.15% | −17−1.1% | Reduced |
| Bryn Mawr Trust Co | 1,486 | $776.6K | 0.02% | +470+46.3% | Added |
| Petros Family Wealth, LLC | 1,501 | $784.4K | 0.52% | +409+37.5% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 1,504 | $786.0K | 0.04% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 1,506 | $787.0K | 0.02% | 00.0% | Unchanged |
| Nova R Wealth, Inc. | 1,508 | $787.9K | 0.29% | 00.0% | Unchanged |
| Hoxton Planning & Management, LLC | 1,508 | $788.1K | 0.24% | −16−1.0% | Reduced |
| Impact Partnership Wealth, LLC | 1,510 | $789.1K | 0.10% | +1,510 | New |
| AlphaGrep UK Ltd | 1,517 | $792.8K | 0.26% | +1,517 | New |
| Conestoga Capital Advisors, LLC | 1,521 | $794.9K | 0.01% | +25+1.7% | Added |
| Hancock Whitney Corp | 1,525 | $797.0K | 0.01% | −106−6.5% | Reduced |
| Generali Investments, Management Co LLC | 1,540 | $804.8K | 0.16% | −84−5.2% | Reduced |
| EverSource Wealth Advisors, LLC | 1,542 | $805.9K | 0.03% | −350−18.5% | Reduced |
| ICW Investment Advisors LLC | 1,543 | $806.4K | 0.29% | +114+8.0% | Added |
| Aventura Private Wealth, LLC | 1,544 | $807.1K | 0.29% | −179−10.4% | Reduced |
| IHT Wealth Management, LLC | 1,587 | $810.6K | 0.02% | −398−20.1% | Reduced |
| L2 Asset Management, LLC | 1,556 | $813.1K | 0.11% | +62+4.1% | Added |
| Hilton Head Capital Partners, LLC | 1,562 | $816.3K | 0.48% | +1,562 | New |
| SFM, LLC | 1,563 | $817.0K | 0.48% | +8+0.5% | Added |
| Sovereign's Capital Management, LLC | 1,564 | $817.3K | 0.50% | −185−10.6% | Reduced |
| Douglas Lane & Associates, LLC | 1,567 | $818.8K | 0.01% | −3−0.2% | Reduced |
| Opal Wealth Advisors, LLC | 1,569 | $819.9K | 0.21% | +14+0.9% | Added |
| Moseley Investment Management Inc | 1,574 | $822.4K | 0.25% | 00.0% | Unchanged |
| Circle Wealth Management, LLC | 1,576 | $823.6K | 0.01% | +26+1.7% | Added |
| Burling Wealth Partners, LLC | 1,583 | $827.3K | 0.13% | −182−10.3% | Reduced |
| Trust Point Inc. | 1,590 | $830.9K | 0.07% | −143−8.3% | Reduced |
| Catalyst Financial Partners LLC | 1,592 | $832.0K | 0.09% | +131+9.0% | Added |
| Covenant Partners, LLC | 1,593 | $832.5K | 0.24% | +12+0.8% | Added |
| Bell Bank | 1,598 | $835.1K | 0.04% | −49−3.0% | Reduced |
| Valicenti Advisory Services Inc | 1,600 | $836.0K | 0.17% | 00.0% | Unchanged |
| Jacobsen Capital Management | 1,601 | $836.7K | 0.27% | −40−2.4% | Reduced |
| Goldstone Financial Group, LLC | 1,619 | $846.3K | 0.09% | +153+10.4% | Added |
| Change Path, LLC | 1,624 | $848.9K | 0.02% | −190−10.5% | Reduced |
| Conning Inc. | 1,637 | $855.5K | 0.03% | +44+2.8% | Added |
| Davy Global Fund Management Ltd | 1,638 | $856.0K | 0.06% | −43−2.6% | Reduced |
| Everett Harris & Co | 1,642 | $858.1K | 0.01% | −363−18.1% | Reduced |
| Sunflower Bank, N.A. | 1,642 | $858.1K | 0.22% | −83−4.8% | Reduced |
| Gladstone Institutional Advisory LLC | 1,644 | $859.5K | 0.03% | −1,121−40.5% | Reduced |
| Arrowstreet Capital, Limited Partnership | 1,648 | $861.2K | 0.00% | +1,648 | New |
| Fortis Capital Management LLC | 1,657 | $865.8K | 0.11% | −40−2.4% | Reduced |
| Permanent Capital Management, LP | 1,667 | $871.2K | 0.17% | −31−1.8% | Reduced |
| Canandaigua National Bank & Trust Co | 1,669 | $872.2K | 0.08% | −1,241−42.6% | Reduced |
| Arcadia Investment Management Corp | 1,683 | $879.5K | 0.14% | +3+0.2% | Added |
| Penserra Capital Management LLC | 1,689 | $882.0K | 0.01% | −2,154−56.0% | Reduced |
| Oak Harbor Wealth Partners, LLC | 1,688 | $882.1K | 0.21% | +166+10.9% | Added |
| AssuredPartners Investment Advisors, LLC | 1,691 | $883.6K | 0.13% | +823+94.8% | Added |
| CM Wealth Advisors LLC | 1,693 | $884.7K | 0.20% | +1,693 | New |
| Edgestream Partners, L.P. | 1,697 | $886.8K | 0.02% | −715−29.6% | Reduced |
| Invera Wealth Advisors, LLC | 1,699 | $887.9K | 0.56% | −26−1.5% | Reduced |
| Waters Parkerson & Co., LLC | 1,700 | $888.4K | 0.04% | 00.0% | Unchanged |
| Israel Discount Bank of New York | 1,700 | $888.4K | 2.42% | 00.0% | Unchanged |
| Focused Alpha, LLC | 1,706 | $891.7K | 0.26% | +1,706 | New |
| EJMK Ventures LLC | 1,707 | $892.1K | 0.55% | +1,707 | New |
| Spirepoint Private Client, LLC | 1,709 | $893.2K | 0.09% | +2+0.1% | Added |
| Davidson Trust Co | 1,727 | $902.5K | 0.38% | +24+1.4% | Added |
| National Philanthropic Trust | 1,733 | $905.6K | 0.01% | +1,297+297.5% | Added |
| RiverPark Advisors, LLC | 1,740 | $909.3K | 0.26% | −125−6.7% | Reduced |
| Charter Trust Co | 1,742 | $910.4K | 0.05% | −14−0.8% | Reduced |
| Spinnaker Trust | 1,742 | $910.4K | 0.05% | 00.0% | Unchanged |
| B.O.S.S. Retirement Advisors, LLC | 1,742 | $910.4K | 0.29% | −2,323−57.1% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,744 | $911.3K | 0.32% | +1,221+233.5% | Added |
| Seven Mile Advisory | 1,744 | $911.5K | 0.16% | +1,094+168.3% | Added |
| Strong Retirement Solutions LLC | 1,747 | $913.0K | 0.62% | +1,747 | New |
| Moors & Cabot, Inc. | 1,756 | $917.6K | 0.04% | −244−12.2% | Reduced |