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 | 2,126 | $108.7B |
| Q4 2025 | 2,203 | $137.4B |
| Q3 2025 | 2,058 | $126.8B |
| Q2 2025 | 2,067 | $140.5B |
| Q1 2025 | 2,081 | $135.4B |
| Q4 2024 | 2,045 | $134.2B |
| Q3 2024 | 1,936 | $140.2B |
| Q2 2024 | 1,842 | $121.4B |
| Q1 2024 | 1,835 | $115.2B |
| Q4 2023 | 1,773 | $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 |
|---|---|---|---|---|---|
| Paradigm Financial Partners, LLC | 1,762 | $920.8K | 0.09% | −389−18.1% | Reduced |
| Tyche Wealth Partners LLC | 1,764 | $921.7K | 0.15% | +1,145+185.0% | Added |
| Meridian Wealth Partners, LLC | 1,772 | $926.2K | 0.13% | −1−0.1% | Reduced |
| Evolve Private Wealth, LLC | 1,776 | $928.1K | 0.06% | +1,776 | New |
| Beaumont Financial Advisors, LLC | 1,780 | $930.2K | 0.06% | +12+0.7% | Added |
| Skylands Capital, LLC | 1,780 | $930.2K | 0.13% | −2,100−54.1% | Reduced |
| Reynders McVeigh Capital Management, LLC | 1,782 | $931.0K | 0.04% | −1,329−42.7% | Reduced |
| Keel Point, LLC | 1,782 | $931.2K | 0.06% | −40−2.2% | Reduced |
| One Wealth Advisors, LLC | 1,783 | $931.8K | 0.11% | −181−9.2% | Reduced |
| Forefront Wealth Partners, LLC | 1,788 | $934.4K | 0.44% | +2+0.1% | Added |
| Founders Financial Securities LLC | 1,798 | $939.8K | 0.06% | −216−10.7% | Reduced |
| Limestone Investment Advisors LP | 1,800 | $940.7K | 0.64% | +1,800 | New |
| Capital Investment Advisors, LLC | 1,801 | $941.4K | 0.01% | +188+11.7% | Added |
| Leavell Investment Management, Inc. | 1,802 | $941.8K | 0.04% | 00.0% | Unchanged |
| Greenwood Capital Associates LLC | 1,804 | $942.8K | 0.10% | +2+0.1% | Added |
| Voya Financial Advisors, Inc. | 1,779 | $943.0K | 0.09% | −133−7.0% | Reduced |
| Sepio Capital, LP | 1,805 | $943.3K | 0.05% | +53+3.0% | Added |
| Osprey Private Wealth LLC | 1,807 | $944.3K | 0.27% | +672+59.2% | Added |
| Radnor Capital Management, LLC | 1,818 | $950.1K | 0.14% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 1,831 | $956.7K | 0.54% | +39+2.2% | Added |
| Banco BTG Pactual S.A. | 1,831 | $956.9K | 0.17% | +491+36.6% | Added |
| PDS Planning, Inc | 1,835 | $959.0K | 0.06% | −115−5.9% | Reduced |
| Crestmont Private Wealth LLC | 1,838 | $960.5K | 0.31% | −59−3.1% | Reduced |
| Trillium Asset Management, LLC | 1,838 | $961.0K | 0.03% | 00.0% | Unchanged |
| Baron Wealth Management LLC | 1,848 | $965.9K | 0.30% | −61−3.2% | Reduced |
| Coastal Investment Advisors, Inc. | 1,854 | $968.7K | 0.32% | +1,854 | New |
| Northside Capital Management, LLC | 1,856 | $970.2K | 0.08% | 00.0% | Unchanged |
| Frec Markets, Inc. | 1,856 | $970.4K | 0.28% | +1,856 | New |
| Ambassador Advisors, LLC | 1,858 | $971.1K | 0.14% | −144−7.2% | Reduced |
| St. Louis Trust Co | 1,874 | $979.3K | 0.11% | +1,874 | New |
| Richard W. Paul & Associates, LLC | 1,886 | $985.6K | 0.33% | +327+21.0% | Added |
| Washington Trust Bank | 1,888 | $986.6K | 0.07% | +23+1.2% | Added |
| Wealthspire Advisors, LLC | 1,891 | $988.3K | 0.01% | +1,231+186.5% | Added |
| SlateStone Wealth, LLC | 1,892 | $989.0K | 0.08% | 00.0% | Unchanged |
| Financially in Tune, LLC | 1,901 | $993.7K | 0.93% | +1,901 | New |
| Magnolia Capital Advisors LLC | 1,902 | $993.9K | 0.21% | −88−4.4% | Reduced |
| Rehmann Capital Advisory Group | 1,904 | $995.2K | 0.05% | −21−1.1% | Reduced |
| Aprio Wealth Management, LLC | 1,907 | $996.7K | 0.06% | +403+26.8% | Added |
| PCM Encore, LLC | 1,909 | $997.4K | 0.21% | +1,909 | New |
| Venturi Wealth Management, LLC | 1,931 | $1.01M | 0.04% | −26−1.3% | Reduced |
| BSW Wealth Partners | 1,930 | $1.01M | 0.12% | +22+1.2% | Added |
| OV Management LLC | 1,931 | $1.01M | 0.87% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,940 | $1.01M | 0.02% | −197−9.2% | Reduced |
| Pflug Koory, LLC | 1,941 | $1.01M | 0.47% | −167−7.9% | Reduced |
| Outlook Wealth Advisors, LLC | 1,955 | $1.02M | 0.23% | 00.0% | Unchanged |
| ZEGA Investments, LLC | 1,957 | $1.02M | 0.20% | +242+14.1% | Added |
| Bridgewater Advisors Inc. | 1,933 | $1.03M | 0.07% | −22−1.1% | Reduced |
| Waterway Wealth Management, LLC | 1,971 | $1.03M | 0.23% | +971+97.1% | Added |
| Confluence Wealth Services, Inc. | 1,984 | $1.04M | 0.04% | −83−4.0% | Reduced |
| Figure 8 Investment Strategies LLC | 1,985 | $1.04M | 0.92% | +1,985 | New |
| Paragon Private Wealth Management, LLC | 1,991 | $1.04M | 0.32% | +56+2.9% | Added |
| Orrstown Financial Services Inc | 1,994 | $1.04M | 0.17% | +28+1.4% | Added |
| Avestar Capital, LLC | 1,999 | $1.05M | 0.07% | −322−13.9% | Reduced |
| Silverberg Bernstein Capital Management LLC | 2,000 | $1.05M | 0.60% | 00.0% | Unchanged |
| Atom Investors LP | 2,000 | $1.05M | 0.08% | +2,000 | New |
| Cary Street Partners Financial LLC | 2,015 | $1.05M | 0.03% | −346−14.7% | Reduced |
| Dimension Capital Management LLC | 2,017 | $1.05M | 0.15% | +9+0.4% | Added |
| Seeds Investor LLC | 2,023 | $1.06M | 0.20% | +95+4.9% | Added |
| Summit Wealth Group LLC | 2,032 | $1.06M | 0.14% | +2,032 | New |
| Two Sigma Securities, LLC | 2,050 | $1.07M | 0.15% | +2,050 | New |
| Capstone Investment Advisors, LLC | 2,057 | $1.07M | 0.01% | −5,219−71.7% | Reduced |
| Churchill Financial Advisors, LLC | 2,077 | $1.09M | 0.33% | +2,077 | New |
| Pitcairn Wealth Advisors LLC | 2,083 | $1.09M | 0.10% | +2,083 | New |
| Cooke Wealth Management, LLC | 2,000 | $1.09M | 0.95% | +2,000 | New |
| Foster Group, Inc. | 2,094 | $1.09M | 0.03% | −82−3.8% | Reduced |
| LifePlan Financial, LLC | 2,100 | $1.10M | 0.84% | +23+1.1% | Added |
| Klein Pavlis & Peasley Financial, Inc. | 2,102 | $1.10M | 0.65% | +2,102 | New |
| Beverly Hills Private Wealth, LLC | 2,126 | $1.11M | 0.19% | −49−2.3% | Reduced |
| WealthPLAN Partners, LLC | 2,128 | $1.11M | 0.17% | −55−2.5% | Reduced |
| CWA Asset Management Group, LLC | 2,134 | $1.12M | 0.04% | −311−12.7% | Reduced |
| Allred Capital Management, LLC | 2,137 | $1.12M | 0.40% | +7+0.3% | Added |
| CVFG LLC | 2,145 | $1.12M | 0.77% | −34−1.6% | Reduced |
| Ironwood Investment Management LLC | 2,150 | $1.12M | 0.47% | +371+20.9% | Added |
| Smart Money Group LLC | 2,150 | $1.12M | 0.33% | +14+0.7% | Added |
| Journey Strategic Wealth LLC | 2,153 | $1.13M | 0.03% | −34−1.6% | Reduced |
| Premier Path Wealth Partners, LLC | 2,153 | $1.13M | 0.15% | −188−8.0% | Reduced |
| Barlow Wealth Partners, Inc. | 2,081 | $1.13M | 0.12% | −215−9.4% | Reduced |
| Ironwood Investment Counsel, LLC | 2,159 | $1.13M | 0.16% | −6−0.3% | Reduced |
| First Bank & Trust | 2,177 | $1.14M | 0.19% | −54−2.4% | Reduced |
| Colonial Trust Co | 2,184 | $1.14M | 0.15% | −40−1.8% | Reduced |
| Cooper Investors Pty Ltd | 2,188 | $1.14M | 0.38% | +468+27.2% | Added |
| Clarius Group, LLC | 2,190 | $1.14M | 0.07% | −21−0.9% | Reduced |
| NorthRock Partners, LLC | 2,191 | $1.14M | 0.02% | −3,414−60.9% | Reduced |
| Synergy Financial Management, LLC | 2,192 | $1.15M | 0.12% | −23,501−91.5% | Reduced |
| Wellspring Financial Advisors, LLC | 2,193 | $1.15M | 0.09% | +1,490+211.9% | Added |
| Legacy Wealth Asset Management, LLC | 2,203 | $1.15M | 0.28% | +97+4.6% | Added |
| Values First Advisors, Inc. | 2,213 | $1.16M | 0.60% | +317+16.7% | Added |
| SHP Wealth Management | 2,221 | $1.16M | 0.09% | +2,221 | New |
| Camden Capital, LLC | 2,222 | $1.16M | 0.07% | −135−5.7% | Reduced |
| Finivi Inc. | 2,231 | $1.17M | 0.67% | +10.0% | Added |
| Guilbault Capital LLC | 2,240 | $1.17M | 1.31% | +2,240 | New |
| Sun Financial Inc | 2,245 | $1.17M | 0.65% | +2,245 | New |
| AdvisorNet Financial, Inc | 2,248 | $1.17M | 0.06% | +8+0.4% | Added |
| Institute for Wealth Management, LLC. | 2,257 | $1.18M | 0.13% | +679+43.0% | Added |
| Rench Wealth Management, Inc. | 2,259 | $1.18M | 0.35% | +1,807+399.8% | Added |
| Lincoln Capital LLC | 2,267 | $1.18M | 0.21% | −5−0.2% | Reduced |
| My Purposeful Wealth Corp. | 2,273 | $1.19M | 0.31% | +48+2.2% | Added |
| Howard Capital Management Inc. | 2,279 | $1.19M | 0.02% | +12+0.5% | Added |
| Baker Avenue Asset Management, LP | 2,283 | $1.19M | 0.03% | +70+3.2% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,290 | $1.20M | 0.05% | −120−5.0% | Reduced |