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
- 2,204
- +191 vs. Q3 2025
- Shares held
- 263.3M
- +833.1K (+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
- 805 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 |
|---|---|---|---|---|---|
| Financial Alternatives, Inc | 548 | $286.4K | 0.17% | 00.0% | Unchanged |
| ORG Partners LLC | 548 | $286.7K | 0.05% | −284−34.1% | Reduced |
| Anchyra Partners LLC | 549 | $286.9K | 0.09% | +549 | New |
| Claret Asset Management Corp | 548 | $287.0K | 0.03% | +54+10.9% | Added |
| Symphony Financial, Ltd. Co. | 547 | $287.7K | 0.04% | −333−37.8% | Reduced |
| Rossby Financial, LCC | 552 | $288.5K | 0.09% | −591−51.7% | Reduced |
| W.H. Cornerstone Investments Inc. | 553 | $288.8K | 0.17% | +2+0.4% | Added |
| Fundamentun, LLC | 555 | $290.2K | 0.01% | −11−1.9% | Reduced |
| Attessa Capital LLC | 556 | $290.6K | 0.16% | −15−2.6% | Reduced |
| Triad Investment Management | 557 | $291.1K | 0.29% | +557 | New |
| Voleon Capital Management LP | 559 | $292.1K | 0.01% | −3,800−87.2% | Reduced |
| Koshinski Asset Management, Inc. | 560 | $292.7K | 0.02% | +11+2.0% | Added |
| Net Worth Advisory Group | 564 | $294.7K | 0.06% | +12+2.2% | Added |
| MJP Associates Inc | 565 | $295.0K | 0.04% | +3+0.5% | Added |
| SGL Investment Advisors, Inc. | 654 | $295.4K | 0.12% | +14+2.2% | Added |
| Marietta Investment Partners LLC | 568 | $296.8K | 0.06% | −8−1.4% | Reduced |
| Aviso Wealth Management | 568 | $296.9K | 0.12% | +31+5.8% | Added |
| OneAscent Family Office, LLC | 570 | $297.9K | 0.20% | +570 | New |
| Occidental Asset Management, LLC | 571 | $298.4K | 0.04% | +12+2.1% | Added |
| Ausdal Financial Partners, Inc. | 572 | $298.8K | 0.01% | +30+5.5% | Added |
| Patten & Patten Inc | 573 | $299.4K | 0.02% | 00.0% | Unchanged |
| AA Financial Advisors, LLC | 573 | $299.4K | 0.06% | +22+4.0% | Added |
| Purpose Unlimited Inc. | 573 | $299.4K | 0.01% | +573 | New |
| StrongBox Wealth, LLC | 575 | $300.5K | 0.10% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 575 | $300.5K | 0.01% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 576 | $301.1K | 0.26% | +576 | New |
| Essex Savings Bank | 577 | $301.5K | 0.07% | +577 | New |
| Gerber Kawasaki Wealth & Investment Management | 577 | $301.7K | 0.01% | +3+0.5% | Added |
| Wallace Advisory Group, LLC | 578 | $302.1K | 0.32% | −338−36.9% | Reduced |
| Independent Wealth Network Inc. | 578 | $302.1K | 0.09% | −2−0.3% | Reduced |
| COFG Advisors, LLC | 578 | $302.1K | 0.07% | +578 | New |
| Gould Asset Management LLC | 582 | $303.9K | 0.05% | −11−1.9% | Reduced |
| Plancorp, LLC | 585 | $305.7K | 0.01% | −20−3.3% | Reduced |
| Elyxium Wealth, LLC | 586 | $306.3K | 0.08% | +20+3.5% | Added |
| Community Bank, N.A. | 588 | $307.3K | 0.04% | −21−3.4% | Reduced |
| Founders Financial Alliance, LLC | 589 | $307.6K | 0.06% | −344−36.9% | Reduced |
| Kentucky Trust Co | 590 | $308.3K | 0.16% | 00.0% | Unchanged |
| Naviter Wealth, LLC | 591 | $308.9K | 0.04% | −129−17.9% | Reduced |
| Ifrah Financial Services, Inc. | 592 | $309.3K | 0.08% | −8−1.3% | Reduced |
| First Citizens Bank & Trust Co | 594 | $310.4K | 0.01% | +594 | New |
| Global Assets Advisory, LLC | 595 | $311.0K | 0.09% | −27−4.3% | Reduced |
| VeraBank, N.A. | 597 | $312.0K | 0.06% | 00.0% | Unchanged |
| Storgate, LLC | 598 | $312.5K | 0.26% | +598 | New |
| Probity Advisors, Inc. | 599 | $313.0K | 0.05% | +599 | New |
| Paradigm Asset Management Co LLC | 600 | $313.6K | 0.07% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 603 | $315.1K | 0.23% | 00.0% | Unchanged |
| Sunbeam Capital Management, LLC | 604 | $315.5K | 0.19% | +12+2.0% | Added |
| Compass Ion Advisors, LLC | 604 | $315.7K | 0.03% | −18−2.9% | Reduced |
| Broadway Wealth Solutions, Inc. | 606 | $316.9K | 0.17% | −7−1.1% | Reduced |
| Principal Street Partners, LLC | 607 | $317.0K | 0.05% | +26+4.5% | Added |
| Innova Wealth Partners | 608 | $317.6K | 0.16% | +59+10.7% | Added |
| Canvas Wealth Advisors, LLC | 608 | $317.7K | 0.05% | −3−0.5% | Reduced |
| Carr Financial Group Corp | 609 | $318.1K | 0.08% | −8−1.3% | Reduced |
| Stronghold Wealth Management L.L.C. | 610 | $318.8K | 0.47% | +610 | New |
| Grimes & Company, Inc. | 612 | $319.8K | 0.01% | +17+2.9% | Added |
| White Lighthouse Investment Management Inc. | 613 | $320.3K | 0.04% | 00.0% | Unchanged |
| Affinity Capital Advisors, LLC | 613 | $320.3K | 0.04% | +40+7.0% | Added |
| Avidian Wealth Solutions, LLC | 615 | $321.5K | 0.01% | +69+12.6% | Added |
| Smith, Moore & Co. | 615 | $321.5K | 0.02% | −8−1.3% | Reduced |
| Veracity Capital LLC | 618 | $322.8K | 0.10% | −10−1.6% | Reduced |
| Samalin Investment Counsel, LLC | 619 | $323.4K | 0.11% | −35−5.4% | Reduced |
| Advus Financial Partners, LLC | 620 | $324.0K | 0.08% | −69−10.0% | Reduced |
| 180 Wealth Advisors, LLC | 621 | $324.5K | 0.04% | −11−1.7% | Reduced |
| Isthmus Partners, LLC | 622 | $325.1K | 0.04% | 00.0% | Unchanged |
| AGH Wealth Advisors, LLC | 626 | $327.1K | 0.25% | −78−11.1% | Reduced |
| Forbes J M & Co LLP | 627 | $327.7K | 0.03% | 00.0% | Unchanged |
| Reuter James Wealth Management, LLC | 630 | $329.2K | 0.05% | −51−7.5% | Reduced |
| Breakwater Capital Group | 630 | $329.2K | 0.05% | 00.0% | Unchanged |
| Larry Mathis Financial Planning, LLC | 630 | $329.2K | 0.29% | +630 | New |
| Cornerstone Wealth Management, LLC | 631 | $330.0K | 0.02% | −129−17.0% | Reduced |
| Advisor OS, LLC | 632 | $330.1K | 0.03% | +13+2.1% | Added |
| Elwood & Goetz Wealth Advisory Group, LLC | 632 | $330.3K | 0.06% | +20+3.3% | Added |
| Traveka Wealth, LLC | 633 | $330.8K | 0.13% | −41−6.1% | Reduced |
| Shufro Rose & Co LLC | 633 | $330.8K | 0.02% | −47−6.9% | Reduced |
| Wright Wealth LLC | 638 | $333.4K | 0.22% | +638 | New |
| Mach-1 Financial Group, Inc. | 640 | $334.5K | 0.07% | +640 | New |
| Third View Private Wealth, LLC | 640 | $334.5K | 0.05% | +640 | New |
| Pure Financial Advisors, Inc. | 641 | $335.2K | 0.00% | +197+44.4% | Added |
| Fort Washington Investment Advisors Inc | 643 | $336.0K | 0.00% | +83+14.8% | Added |
| Bouchey Financial Group Ltd | 643 | $336.0K | 0.03% | +64+11.1% | Added |
| Index Fund Advisors, Inc. | 646 | $337.6K | 0.02% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 648 | $338.6K | 0.04% | −364−36.0% | Reduced |
| Sand Hill Global Advisors, LLC | 649 | $339.2K | 0.01% | +31+5.0% | Added |
| BIP Wealth, LLC | 649 | $339.2K | 0.01% | +218+50.6% | Added |
| S Harris Financial Group, LLC | 649 | $339.2K | 0.32% | +649 | New |
| Mattern Wealth Management LLC | 649 | $339.4K | 0.07% | 00.0% | Unchanged |
| University of Chicago | 650 | $339.7K | 0.16% | 00.0% | Unchanged |
| William Mack & Associates, Inc. | 651 | $340.2K | 0.16% | 00.0% | Unchanged |
| Covestor Ltd | 653 | $341.0K | 0.18% | −59−8.3% | Reduced |
| Pasadena Private Wealth, LLC | 653 | $341.3K | 0.05% | 00.0% | Unchanged |
| Signet Private Wealth LLC | 654 | $342.0K | 0.33% | +654 | New |
| Stablepoint Partners, LLC | 656 | $342.8K | 0.05% | +2+0.3% | Added |
| CoreCap Advisors, LLC | 656 | $343.0K | 0.01% | +156+31.2% | Added |
| Eclectic Associates Inc | 657 | $343.3K | 0.05% | +6+0.9% | Added |
| Sculati Wealth Management, LLC | 658 | $343.9K | 0.12% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 663 | $346.5K | 0.02% | +126+23.5% | Added |
| Simmons Bank | 665 | $347.5K | 0.02% | −11−1.6% | Reduced |
| Targeted Financial Services LLC | 666 | $348.0K | 0.30% | +666 | New |
| Wealth Architects, LLC | 667 | $348.6K | 0.03% | −18−2.6% | Reduced |
| Impact Capital Partners LLC | 668 | $349.2K | 0.10% | +18+2.8% | Added |