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 |
|---|---|---|---|---|---|
| Gen-Wealth Partners Inc | 673 | $351.6K | 0.11% | −242−26.4% | Reduced |
| Capital Planning Advisors, LLC | 671 | $350.7K | 0.05% | +22+3.4% | Added |
| Impact Capital Partners LLC | 668 | $349.2K | 0.10% | +18+2.8% | Added |
| Wealth Architects, LLC | 667 | $348.6K | 0.03% | −18−2.6% | Reduced |
| Targeted Financial Services LLC | 666 | $348.0K | 0.30% | +666 | New |
| Simmons Bank | 665 | $347.5K | 0.02% | −11−1.6% | Reduced |
| Simon Quick Advisors, LLC | 663 | $346.5K | 0.02% | +126+23.5% | Added |
| Sculati Wealth Management, LLC | 658 | $343.9K | 0.12% | 00.0% | Unchanged |
| Eclectic Associates Inc | 657 | $343.3K | 0.05% | +6+0.9% | Added |
| CoreCap Advisors, LLC | 656 | $343.0K | 0.01% | +156+31.2% | Added |
| Stablepoint Partners, LLC | 656 | $342.8K | 0.05% | +2+0.3% | Added |
| Signet Private Wealth LLC | 654 | $342.0K | 0.33% | +654 | New |
| Pasadena Private Wealth, LLC | 653 | $341.3K | 0.05% | 00.0% | Unchanged |
| Covestor Ltd | 653 | $341.0K | 0.18% | −59−8.3% | Reduced |
| William Mack & Associates, Inc. | 651 | $340.2K | 0.16% | 00.0% | Unchanged |
| University of Chicago | 650 | $339.7K | 0.16% | 00.0% | Unchanged |
| Mattern Wealth Management LLC | 649 | $339.4K | 0.07% | 00.0% | Unchanged |
| S Harris Financial Group, LLC | 649 | $339.2K | 0.32% | +649 | New |
| 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 |
| Versant Capital Management, Inc | 648 | $338.6K | 0.04% | −364−36.0% | Reduced |
| Index Fund Advisors, Inc. | 646 | $337.6K | 0.02% | 00.0% | Unchanged |
| Bouchey Financial Group Ltd | 643 | $336.0K | 0.03% | +64+11.1% | Added |
| Fort Washington Investment Advisors Inc | 643 | $336.0K | 0.00% | +83+14.8% | Added |
| Pure Financial Advisors, Inc. | 641 | $335.2K | 0.00% | +197+44.4% | Added |
| Third View Private Wealth, LLC | 640 | $334.5K | 0.05% | +640 | New |
| Mach-1 Financial Group, Inc. | 640 | $334.5K | 0.07% | +640 | New |
| Wright Wealth LLC | 638 | $333.4K | 0.22% | +638 | New |
| Shufro Rose & Co LLC | 633 | $330.8K | 0.02% | −47−6.9% | Reduced |
| Traveka Wealth, LLC | 633 | $330.8K | 0.13% | −41−6.1% | Reduced |
| Elwood & Goetz Wealth Advisory Group, LLC | 632 | $330.3K | 0.06% | +20+3.3% | Added |
| Advisor OS, LLC | 632 | $330.1K | 0.03% | +13+2.1% | Added |
| Cornerstone Wealth Management, LLC | 631 | $330.0K | 0.02% | −129−17.0% | Reduced |
| 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 |
| Forbes J M & Co LLP | 627 | $327.7K | 0.03% | 00.0% | Unchanged |
| AGH Wealth Advisors, LLC | 626 | $327.1K | 0.25% | −78−11.1% | Reduced |
| Isthmus Partners, LLC | 622 | $325.1K | 0.04% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 621 | $324.5K | 0.04% | −11−1.7% | Reduced |
| Samalin Investment Counsel, LLC | 619 | $323.4K | 0.11% | −35−5.4% | Reduced |
| Veracity Capital LLC | 618 | $322.8K | 0.10% | −10−1.6% | Reduced |
| Smith, Moore & Co. | 615 | $321.5K | 0.02% | −8−1.3% | Reduced |
| Avidian Wealth Solutions, LLC | 615 | $321.5K | 0.01% | +69+12.6% | 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 |
| Grimes & Company, Inc. | 612 | $319.8K | 0.01% | +17+2.9% | Added |
| Stronghold Wealth Management L.L.C. | 610 | $318.8K | 0.47% | +610 | New |
| Carr Financial Group Corp | 609 | $318.1K | 0.08% | −8−1.3% | Reduced |
| Canvas Wealth Advisors, LLC | 608 | $317.7K | 0.05% | −3−0.5% | Reduced |
| Innova Wealth Partners | 608 | $317.6K | 0.16% | +59+10.7% | Added |
| Principal Street Partners, LLC | 607 | $317.0K | 0.05% | +26+4.5% | Added |
| Broadway Wealth Solutions, Inc. | 606 | $316.9K | 0.17% | −7−1.1% | Reduced |
| Compass Ion Advisors, LLC | 604 | $315.7K | 0.03% | −18−2.9% | Reduced |
| Sunbeam Capital Management, LLC | 604 | $315.5K | 0.19% | +12+2.0% | Added |
| Murphy & Mullick Capital Management Corp | 603 | $315.1K | 0.23% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 600 | $313.6K | 0.07% | 00.0% | Unchanged |
| Probity Advisors, Inc. | 599 | $313.0K | 0.05% | +599 | New |
| Storgate, LLC | 598 | $312.5K | 0.26% | +598 | New |
| VeraBank, N.A. | 597 | $312.0K | 0.06% | 00.0% | Unchanged |
| Global Assets Advisory, LLC | 595 | $311.0K | 0.09% | −27−4.3% | Reduced |
| First Citizens Bank & Trust Co | 594 | $310.4K | 0.01% | +594 | New |
| Ifrah Financial Services, Inc. | 592 | $309.3K | 0.08% | −8−1.3% | Reduced |
| Naviter Wealth, LLC | 591 | $308.9K | 0.04% | −129−17.9% | Reduced |
| Kentucky Trust Co | 590 | $308.3K | 0.16% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 589 | $307.6K | 0.06% | −344−36.9% | Reduced |
| Community Bank, N.A. | 588 | $307.3K | 0.04% | −21−3.4% | Reduced |
| Elyxium Wealth, LLC | 586 | $306.3K | 0.08% | +20+3.5% | Added |
| Plancorp, LLC | 585 | $305.7K | 0.01% | −20−3.3% | Reduced |
| Gould Asset Management LLC | 582 | $303.9K | 0.05% | −11−1.9% | Reduced |
| COFG Advisors, LLC | 578 | $302.1K | 0.07% | +578 | New |
| 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 |
| Gerber Kawasaki Wealth & Investment Management | 577 | $301.7K | 0.01% | +3+0.5% | Added |
| Essex Savings Bank | 577 | $301.5K | 0.07% | +577 | New |
| Stonebridge Financial Group, LLC | 576 | $301.1K | 0.26% | +576 | New |
| Salem Investment Counselors Inc | 575 | $300.5K | 0.01% | 00.0% | Unchanged |
| StrongBox Wealth, LLC | 575 | $300.5K | 0.10% | 00.0% | Unchanged |
| Purpose Unlimited Inc. | 573 | $299.4K | 0.01% | +573 | New |
| Patten & Patten Inc | 573 | $299.4K | 0.02% | 00.0% | Unchanged |
| AA Financial Advisors, LLC | 573 | $299.4K | 0.06% | +22+4.0% | Added |
| Ausdal Financial Partners, Inc. | 572 | $298.8K | 0.01% | +30+5.5% | Added |
| Occidental Asset Management, LLC | 571 | $298.4K | 0.04% | +12+2.1% | Added |
| OneAscent Family Office, LLC | 570 | $297.9K | 0.20% | +570 | New |
| Aviso Wealth Management | 568 | $296.9K | 0.12% | +31+5.8% | Added |
| Marietta Investment Partners LLC | 568 | $296.8K | 0.06% | −8−1.4% | Reduced |
| SGL Investment Advisors, Inc. | 654 | $295.4K | 0.12% | +14+2.2% | Added |
| MJP Associates Inc | 565 | $295.0K | 0.04% | +3+0.5% | Added |
| Net Worth Advisory Group | 564 | $294.7K | 0.06% | +12+2.2% | Added |
| Koshinski Asset Management, Inc. | 560 | $292.7K | 0.02% | +11+2.0% | Added |
| Voleon Capital Management LP | 559 | $292.1K | 0.01% | −3,800−87.2% | Reduced |
| Triad Investment Management | 557 | $291.1K | 0.29% | +557 | New |
| Attessa Capital LLC | 556 | $290.6K | 0.16% | −15−2.6% | Reduced |
| Fundamentun, LLC | 555 | $290.2K | 0.01% | −11−1.9% | Reduced |
| W.H. Cornerstone Investments Inc. | 553 | $288.8K | 0.17% | +2+0.4% | Added |
| Rossby Financial, LCC | 552 | $288.5K | 0.09% | −591−51.7% | Reduced |
| Symphony Financial, Ltd. Co. | 547 | $287.7K | 0.04% | −333−37.8% | Reduced |
| Claret Asset Management Corp | 548 | $287.0K | 0.03% | +54+10.9% | Added |
| Anchyra Partners LLC | 549 | $286.9K | 0.09% | +549 | New |
| ORG Partners LLC | 548 | $286.7K | 0.05% | −284−34.1% | Reduced |