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 |
|---|---|---|---|---|---|
| One Capital Management, LLC | 384 | $201.1K | 0.01% | +384 | New |
| Root Financial Partners, LLC | 384 | $200.8K | 0.01% | −13−3.3% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 383 | $200.2K | 0.01% | +383 | New |
| Well Done, LLC | 383 | $200.2K | 0.03% | +383 | New |
| American National Bank | 368 | $192.3K | 0.02% | +13+3.7% | Added |
| Pinnacle Bancorp, Inc. | 360 | $188.1K | 0.06% | −107−22.9% | Reduced |
| Park Place Capital Corp | 360 | $188.1K | 0.04% | −41−10.2% | Reduced |
| Core Alternative Capital | 357 | $186.6K | 0.05% | +349+4,362.5% | Added |
| Oakworth Capital, Inc. | 344 | $179.8K | 0.01% | 00.0% | Unchanged |
| St Germain D J Co Inc | 338 | $176.6K | 0.01% | −2−0.6% | Reduced |
| Osterweis Capital Management Inc | 335 | $175.1K | 0.01% | −25−6.9% | Reduced |
| Security National Bank | 335 | $175.1K | 0.03% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 15,300 | $171.5K | 0.03% | −70.0% | Reduced |
| Roehl & Yi Investment Advisors, LLC | 15,177 | $170.1K | 0.07% | +60+0.4% | Added |
| Addison Advisors LLC | 320 | $167.2K | 0.04% | +4+1.3% | Added |
| Quaker Wealth Management, LLC | 316 | $165.1K | 0.05% | +302+2,157.1% | Added |
| Goldstream Capital Management Ltd | 309 | $161.5K | 0.07% | 00.0% | Unchanged |
| Webster Bank, N. A. | 308 | $161.0K | 0.02% | +22+7.7% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 303 | $158.3K | 0.03% | −14−4.4% | Reduced |
| Signature Equity Partners, LLC | 303 | $158.2K | 0.09% | +303 | New |
| HighMark Wealth Management LLC | 300 | $156.8K | 0.06% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 281 | $148.5K | 0.02% | +245+680.6% | Added |
| Princeton Global Asset Management LLC | 284 | $148.4K | 0.02% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 281 | $146.8K | 0.05% | 00.0% | Unchanged |
| Hilltop National Bank | 279 | $145.8K | 0.04% | +1+0.4% | Added |
| MidFirst Bank | 279 | $145.8K | 0.01% | +279 | New |
| Ancora Advisors, LLC | 275 | $143.9K | 0.00% | +102+59.0% | Added |
| USA Financial Portformulas Corp | 270 | $141.1K | 0.03% | −78−22.4% | Reduced |
| Financial Network Wealth Advisors LLC | 264 | $138.0K | 0.14% | +6+2.3% | Added |
| GoalVest Advisory LLC | 262 | $136.9K | 0.03% | +38+17.0% | Added |
| YANKCOM Partnership | 259 | $135.3K | 0.06% | +19+7.9% | Added |
| Bruce G. Allen Investments, LLC | 257 | $134.3K | 0.09% | +11+4.5% | Added |
| Halbert Hargrove Global Advisors, LLC | 250 | $130.6K | 0.01% | +244+4,066.7% | Added |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | 250 | $130.6K | 0.03% | +250 | New |
| Operose Advisors LLC | 245 | $128.0K | 0.03% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 244 | $127.5K | 0.01% | −3−1.2% | Reduced |
| HHM Wealth Advisors, LLC | 238 | $124.6K | 0.01% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 226 | $118.1K | 0.00% | +20+9.7% | Added |
| Y.D. More Investments Ltd | 224 | $117.1K | 0.01% | −108−32.5% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 219 | $114.9K | 0.03% | +34+18.4% | Added |
| Atlantic Trust, LLC | 218 | $113.9K | 0.02% | −108−33.1% | Reduced |
| Ransom Advisory, Ltd | 218 | $113.9K | 0.04% | +18+9.0% | Added |
| Medallion Wealth Advisors, LLC | 211 | $110.7K | 0.04% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 211 | $110.3K | 0.01% | 00.0% | Unchanged |
| PFS Partners, LLC | 208 | $108.9K | 0.05% | −2−1.0% | Reduced |
| WPG Advisers, LLC | 206 | $107.7K | 0.08% | −68−24.8% | Reduced |
| Hanson & Doremus Investment Management | 204 | $107.0K | 0.01% | −20−8.9% | Reduced |
| Goodman Advisory Group, LLC | 203 | $106.1K | 0.03% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 197 | $103.0K | 0.01% | +53+36.8% | Added |
| Atwood & Palmer Inc | 194 | $101.2K | 0.01% | +1+0.5% | Added |
| MV Capital Management, Inc. | 192 | $100.3K | 0.01% | +9+4.9% | Added |
| Caitong International Asset Management Co., Ltd | 189 | $98.8K | 0.02% | −83−30.5% | Reduced |
| Salomon & Ludwin, LLC | 185 | $98.6K | 0.01% | +23+14.2% | Added |
| Dorato Capital Management | 176 | $95.9K | 0.07% | +176 | New |
| Wellington Shields Capital Management, LLC | 181 | $94.6K | 0.01% | 00.0% | Unchanged |
| Truvestments Capital LLC | 181 | $94.6K | 0.02% | +15+9.0% | Added |
| TD Capital Management LLC | 180 | $94.0K | 0.01% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 178 | $93.0K | 0.02% | +4+2.3% | Added |
| Golden State Wealth Management, LLC | 175 | $91.6K | 0.01% | +5+2.9% | Added |
| Evermay Wealth Management LLC | 169 | $88.3K | 0.01% | −166−49.6% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 168 | $87.8K | 0.03% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 168 | $87.8K | 0.01% | +168 | New |
| Geneos Wealth Management Inc. | 160 | $83.7K | 0.00% | −32−16.7% | Reduced |
| Albion Financial Group | 160 | $83.6K | 0.01% | +10+6.7% | Added |
| J.Safra Asset Management Corp | 159 | $83.1K | 0.00% | +99+165.0% | Added |
| Rosenberg Matthew Hamilton | 158 | $82.6K | 0.02% | +6+3.9% | Added |
| Vision Financial Markets LLC | 156 | $81.5K | 0.08% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 154 | $80.5K | 0.00% | +4+2.7% | Added |
| Strive Financial Group ,LLC | 153 | $80.0K | 0.04% | +153 | New |
| Hager Investment Management Services, LLC | 152 | $79.4K | 0.04% | −12−7.3% | Reduced |
| Bayban | 151 | $78.9K | 0.07% | +151 | New |
| Asset Dedication, LLC | 149 | $77.9K | 0.01% | −47−24.0% | Reduced |
| Quarry LP | 148 | $77.3K | 0.01% | −216−59.3% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 148 | $77.3K | 0.01% | +20+15.6% | Added |
| Westside Investment Management, Inc. | 150 | $76.9K | 0.01% | +4+2.7% | Added |
| Clean Yield Group | 146 | $76.3K | 0.02% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 145 | $75.8K | 0.02% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 144 | $75.3K | 0.01% | +144 | New |
| S&T Bank | 143 | $74.7K | 0.02% | +12+9.2% | Added |
| Sunbelt Securities, Inc. | 141 | $73.5K | 0.00% | +3+2.2% | Added |
| State of Wyoming | 139 | $72.6K | 0.01% | −223−61.6% | Reduced |
| Arlington Trust Co LLC | 138 | $72.1K | 0.01% | −115−45.5% | Reduced |
| Merited Wealth, LLC | 134 | $70.0K | 0.06% | +134 | New |
| United Financial Planning Group LLC | 132 | $69.0K | 0.04% | +18+15.8% | Added |
| Transamerica Financial Advisors, Inc. | 131 | $68.4K | 0.01% | +60+84.5% | Added |
| DT Investment Partners, LLC | 129 | $67.4K | 0.01% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 126 | $65.8K | 0.01% | −35−21.7% | Reduced |
| Mechanics Financial Corp | 125 | $65.3K | 0.02% | 00.0% | Unchanged |
| Valley National Advisers Inc | 125 | $64.0K | 0.01% | +36+40.4% | Added |
| WS Portfolio Advisory, LLC | 122 | $63.8K | 3.54% | 00.0% | Unchanged |
| LRI Investments, LLC | 17,537 | $62.7K | 0.01% | +30.0% | Added |
| Wellington-Altus USA Inc. | 120 | $62.7K | 0.05% | +120 | New |
| Greenline Wealth Management LLC | 120 | $62.6K | 0.06% | +120 | New |
| Missouri Trust & Investment Co | 115 | $60.1K | 0.02% | 00.0% | Unchanged |
| NVWM, LLC | 112 | $58.5K | 0.01% | +2+1.8% | Added |
| Hollencrest Capital Management | 111 | $58.0K | 0.00% | 00.0% | Unchanged |
| Vega Investment Solutions | 109 | $57.0K | 0.01% | +109 | New |
| ZRC Wealth Management, LLC | 107 | $55.9K | 0.02% | −40−27.2% | Reduced |
| DAGCO, Inc. | 107 | $55.9K | 0.01% | 00.0% | Unchanged |
| Birchwood Financial Partners, Inc. | 107 | $55.9K | 0.06% | +107 | New |