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 |
|---|---|---|---|---|---|
| Plotkin Financial Advisors, LLC | 1,057 | $552.4K | 0.27% | 00.0% | Unchanged |
| Grove Bank & Trust | 1,057 | $552.4K | 0.06% | +151+16.7% | Added |
| OneAscent Financial Services LLC | 1,057 | $552.5K | 0.05% | +197+22.9% | Added |
| Heritage Family Offices, LLP | 1,058 | $553.0K | 0.25% | −77−6.8% | Reduced |
| Verdence Capital Advisors LLC | 1,062 | $555.2K | 0.03% | −1−0.1% | Reduced |
| Sigma Planning Corp | 1,075 | $557.2K | 0.02% | +37+3.6% | Added |
| Meritage Portfolio Management | 1,067 | $557.6K | 0.04% | +212+24.8% | Added |
| Interchange Capital Partners, LLC | 1,072 | $560.4K | 0.10% | −464−30.2% | Reduced |
| Stratos Wealth Advisors, LLC | 1,075 | $562.2K | 0.03% | −130−10.8% | Reduced |
| Legacy Capital Wealth Management, LLC | 1,076 | $562.3K | 0.34% | +1,076 | New |
| Boothbay Fund Management, LLC | 1,078 | $563.4K | 0.01% | −1,056−49.5% | Reduced |
| Shulman DeMeo Asset Management LLC | 1,078 | $563.4K | 0.13% | +1+0.1% | Added |
| Fulton Bank, N.A. | 1,079 | $563.9K | 0.02% | +104+10.7% | Added |
| Waddell & Associates, LLC | 1,080 | $564.4K | 0.04% | +9+0.8% | Added |
| Csenge Advisory Group | 1,081 | $565.0K | 0.03% | −418−27.9% | Reduced |
| Convergence Financial, LLC | 1,086 | $567.6K | 0.08% | +254+30.5% | Added |
| Parallax Volatility Advisers, L.P. | 1,087 | $568.1K | 0.02% | +31+2.9% | Added |
| Ameliora Wealth Management Ltd. | 1,089 | $569.1K | 0.17% | +64+6.2% | Added |
| Embree Financial Group | 1,090 | $569.6K | 0.07% | +21+2.0% | Added |
| Mesirow Financial Investment Management, Inc. | 1,092 | $571.2K | 0.01% | −287−20.8% | Reduced |
| Fukoku Mutual Life Insurance Co | 1,094 | $571.7K | 0.04% | −148−11.9% | Reduced |
| West Family Investments, Inc. | 1,095 | $572.2K | 0.13% | −440−28.7% | Reduced |
| Venture Visionary Partners LLC | 1,099 | $574.3K | 0.02% | +10+0.9% | Added |
| Barr E S & Co | 1,100 | $574.8K | 0.03% | 00.0% | Unchanged |
| Beacon Bridge Wealth Partners, LLC | 1,103 | $576.3K | 0.19% | −238−17.7% | Reduced |
| Personal Cfo Solutions, LLC | 1,105 | $577.5K | 0.09% | +350+46.4% | Added |
| Burney Co | 1,106 | $577.9K | 0.02% | +485+78.1% | Added |
| Jefferies Financial Group Inc. | 1,106 | $578.0K | 0.00% | +106+10.6% | Added |
| Heritage Wealth Management, Inc./Texas | 1,114 | $582.2K | 0.25% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 1,114 | $582.2K | 0.04% | +70+6.7% | Added |
| Johnson Financial Group, Inc. | 1,114 | $582.2K | 0.02% | −678−37.8% | Reduced |
| Lafayette Investments, Inc. | 1,115 | $582.7K | 0.11% | +184+19.8% | Added |
| Alerus Financial NA | 1,119 | $584.8K | 0.03% | −5,022−81.8% | Reduced |
| Level Four Advisory Services, LLC | 1,122 | $586.3K | 0.02% | −7−0.6% | Reduced |
| Concord Wealth Partners | 1,126 | $588.7K | 0.08% | +48+4.5% | Added |
| Townsend Asset Management Corp | 1,127 | $589.0K | 0.21% | +4+0.4% | Added |
| Red Door Wealth Management, LLC | 1,130 | $590.5K | 0.06% | −19−1.7% | Reduced |
| Moneta Group Investment Advisors LLC | 1,137 | $594.2K | 0.00% | −218−16.1% | Reduced |
| Optas, LLC | 1,142 | $596.8K | 0.09% | +127+12.5% | Added |
| Sivia Capital Partners, LLC | 1,144 | $597.9K | 0.12% | +33+3.0% | Added |
| Buckingham Strategic Partners | 1,144 | $598.0K | 0.01% | +129+12.7% | Added |
| Quintet Private Bank (Europe) S.A. | 1,145 | $598.4K | 0.03% | −704−38.1% | Reduced |
| 3Chopt Investment Partners, LLC | 1,145 | $598.4K | 0.13% | +190+19.9% | Added |
| SeaCrest Wealth Management, LLC | 1,116 | $599.9K | 0.06% | +49+4.6% | Added |
| Woodstock Corp | 1,149 | $600.5K | 0.05% | +3+0.3% | Added |
| Basecamp Wealth Advisors LLC | 1,151 | $601.5K | 0.13% | +1,151 | New |
| Harbour Wealth Management Group, Inc. | 1,153 | $602.6K | 0.47% | +1,153 | New |
| Quent Capital, LLC | 1,166 | $609.1K | 0.04% | +88+8.2% | Added |
| Diversified Enterprises, LLC | 1,167 | $609.9K | 0.04% | +655+127.9% | Added |
| Paulson Wealth Management Inc. | 1,172 | $612.5K | 0.14% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 1,173 | $612.9K | 0.03% | −879−42.8% | Reduced |
| Mayflower Financial Advisors, LLC | 1,178 | $615.8K | 0.07% | −214−15.4% | Reduced |
| Mutual Advisors, LLC | 1,181 | $617.1K | 0.01% | −204−14.7% | Reduced |
| Gilpin Wealth Management, LLC | 1,189 | $621.4K | 0.49% | +1,189 | New |
| Ameritas Advisory Services, LLC | 1,190 | $621.7K | 0.02% | +872+274.2% | Added |
| Natural Investments, LLC | 1,194 | $624.0K | 0.16% | +88+8.0% | Added |
| Fiduciary Family Office, LLC | 1,195 | $624.3K | 0.18% | −62−4.9% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 1,195 | $624.4K | 0.18% | −72−5.7% | Reduced |
| 1248 Management, LLC | 1,195 | $624.5K | 0.33% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 1,270 | $626.4K | 0.02% | +287+29.2% | Added |
| Signet Investment Advisory Group, Inc. | 1,200 | $627.2K | 0.29% | 00.0% | Unchanged |
| Nicholas Hoffman & Company, LLC. | 1,204 | $629.2K | 0.01% | 00.0% | Unchanged |
| Bahl & Gaynor Inc | 1,209 | $631.8K | 0.00% | +1,209 | New |
| Fiduciary Alliance LLC | 1,209 | $632.0K | 0.04% | +32+2.7% | Added |
| First National Bank of Omaha | 1,200 | $633.2K | 0.02% | +1,200 | New |
| Westwood Holdings Group Inc. | 1,214 | $634.4K | 0.01% | −9−0.7% | Reduced |
| Ferguson Wellman Capital Management, Inc | 1,215 | $634.9K | 0.01% | −17−1.4% | Reduced |
| Wesbanco Bank Inc | 1,223 | $639.1K | 0.02% | −105−7.9% | Reduced |
| Legacy Capital Wealth Partners, LLC | 1,225 | $640.2K | 0.14% | −97−7.3% | Reduced |
| Sound Financial Strategies Group, LLC | 1,228 | $641.7K | 0.45% | −112−8.4% | Reduced |
| First Foundation Advisors | 1,228 | $641.9K | 0.02% | −709−36.6% | Reduced |
| Peck Wealth Management, LLC | 1,232 | $643.8K | 0.61% | 00.0% | Unchanged |
| Joule Financial, LLC | 1,233 | $644.4K | 0.19% | 00.0% | Unchanged |
| Howard Bailey Securities, LLC | 1,234 | $644.9K | 0.25% | −51−4.0% | Reduced |
| Bullock Wealth Management Group | 1,235 | $645.2K | 0.32% | +53+4.5% | Added |
| Heritage Trust Co | 1,236 | $645.9K | 0.07% | −12−1.0% | Reduced |
| Alta Advisers Ltd | 1,237 | $646.4K | 0.23% | −400−24.4% | Reduced |
| Carnegie Capital Asset Management, LLC | 1,259 | $657.9K | 0.01% | 00.0% | Unchanged |
| Kendall Capital Management | 1,261 | $659.0K | 0.14% | −4−0.3% | Reduced |
| Principle Wealth Partners LLC | 1,264 | $660.3K | 0.04% | −21−1.6% | Reduced |
| Cambria Investment Management, L.P. | 1,264 | $660.6K | 0.04% | +239+23.3% | Added |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 1,280 | $668.9K | 0.01% | +1,280 | New |
| Meadowbrook Advisors Group, LLC | 1,285 | $671.5K | 0.38% | +1,285 | New |
| Advisory Alpha, LLC | 1,292 | $675.2K | 0.02% | +283+28.0% | Added |
| Michael B. Yongue | 1,299 | $678.8K | 0.47% | 00.0% | Unchanged |
| Royal Capital Wealth Management, LLC | 1,300 | $679.4K | 0.40% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 1,308 | $683.4K | 0.16% | −229−14.9% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 1,308 | $683.5K | 0.02% | −240−15.5% | Reduced |
| Kestra Investment Management, LLC | 1,310 | $684.6K | 0.02% | −203−13.4% | Reduced |
| TritonPoint Partners, LLC | 1,314 | $686.7K | 0.37% | +1,314 | New |
| Capital Advisors Inc | 1,316 | $687.6K | 0.01% | +1,316 | New |
| Sage Rhino Capital LLC | 1,328 | $694.0K | 0.13% | +1,328 | New |
| New Republic Capital, LLC | 1,329 | $694.6K | 0.19% | +595+81.1% | Added |
| Kathmere Capital Management, LLC | 1,330 | $695.0K | 0.05% | +3+0.2% | Added |
| Ebert Capital Management Inc. | 1,319 | $696.2K | 0.67% | +1,319 | New |
| Trueblood Wealth Management, LLC | 1,333 | $696.7K | 0.27% | −55−4.0% | Reduced |
| Cassaday & Co Wealth Management LLC | 1,339 | $700.0K | 0.01% | +6+0.5% | Added |
| Gilliland Jeter Wealth Management LLC | 1,341 | $700.8K | 0.21% | −158−10.5% | Reduced |
| Tobam | 1,348 | $704.0K | 0.17% | +1,348 | New |
| Norden Group LLC | 1,349 | $705.1K | 0.07% | +26+2.0% | Added |