Skip to main content

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, Q1 2026

Institutional positions in S&P Global Inc. as of Mar 31, 2026. 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
2,127
−42 vs. Q4 2025
Shares held
255.5M
+28.7M (+12.6%) vs. Q4 2025
Total value
$108.7B
−$9.58B (−8.1%) vs. Q4 2025
New holders
212
770 more added
Sold out
254
884 more reduced

35 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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.

Institutional holdersQ1 2026: 2,127 institutions
Q1 2021: 1,300 institutionsQ2 2021: 1,358 institutionsQ3 2021: 1,417 institutionsQ4 2021: 1,541 institutionsQ1 2022: 1,650 institutionsQ2 2022: 1,559 institutionsQ3 2022: 1,501 institutionsQ4 2022: 1,571 institutionsQ1 2023: 1,598 institutionsQ2 2023: 1,622 institutionsQ3 2023: 1,625 institutionsQ4 2023: 1,774 institutionsQ1 2024: 1,836 institutionsQ2 2024: 1,843 institutionsQ3 2024: 1,937 institutionsQ4 2024: 2,046 institutionsQ1 2025: 2,082 institutionsQ2 2025: 2,068 institutionsQ3 2025: 2,059 institutionsQ4 2025: 2,204 institutionsQ1 2026: 2,127 institutionsQ2 2026: 2,076 institutions
Value heldQ1 2026: $108.7B
Q1 2021: $76.2BQ2 2021: $92.0BQ3 2021: $95.7BQ4 2021: $107.5BQ1 2022: $127.4BQ2 2022: $99.6BQ3 2022: $87.7BQ4 2022: $93.8BQ1 2023: $95.3BQ2 2023: $111.1BQ3 2023: $100.4BQ4 2023: $121.3BQ1 2024: $115.2BQ2 2024: $121.4BQ3 2024: $140.2BQ4 2024: $134.2BQ1 2025: $135.4BQ2 2025: $140.5BQ3 2025: $126.8BQ4 2025: $137.4BQ1 2026: $108.7BQ2 2026: $105.7B
Institutions holding SPGI and their total value by quarter
QuarterHoldersValue
Q2 20262,076$105.7B
Q1 20262,127$108.7B
Q4 20252,204$137.4B
Q3 20252,059$126.8B
Q2 20252,068$140.5B
Q1 20252,082$135.4B
Q4 20242,046$134.2B
Q3 20241,937$140.2B
Q2 20241,843$121.4B
Q1 20241,836$115.2B
Q4 20231,774$121.3B
Q3 20231,625$100.4B
Q2 20231,622$111.1B
Q1 20231,598$95.3B
Q4 20221,571$93.8B
Q3 20221,501$87.7B
Q2 20221,559$99.6B
Q1 20221,650$127.4B
Q4 20211,541$107.5B
Q3 20211,417$95.7B
Q2 20211,358$92.0B
Q1 20211,300$76.2B

Institutions, Q1 2026

Shares, value and share of portfolio for each institution holding S&P Global Inc.; share changes are against Q4 2025.

Institutions holding SPGI in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Everett Harris & Co1,642$698.4K0.01%00.0%Unchanged
Modern Wealth Management, LLC1,652$702.2K0.01%+202+13.9%Added
Magnolia Capital Advisors LLC1,665$708.2K0.14%−237−12.5%Reduced
Numerai GP LLC1,667$709.0K0.07%+1,667New
Tyche Wealth Partners LLC1,668$709.7K0.11%−96−5.4%Reduced
L2 Asset Management, LLC1,672$711.2K0.07%+116+7.5%Added
Spinnaker Trust1,674$712.0K0.04%−68−3.9%Reduced
Phoenix Holdings Ltd.1,704$713.4K0.01%+1,704New
Advisory Alpha, LLC1,681$715.6K0.02%+389+30.1%Added
Arcadia Investment Management Corp1,683$715.8K0.12%00.0%Unchanged
Wellspring Financial Advisors, LLC1,686$717.0K0.05%−507−23.1%Reduced
Unique Wealth, LLC1,691$719.3K0.10%+1,691New
Kathmere Capital Management, LLC1,694$720.5K0.04%+364+27.4%Added
Waters Parkerson & Co., LLC1,700$723.1K0.04%00.0%Unchanged
Israel Discount Bank of New York1,700$723.1K1.59%00.0%Unchanged
Mendel Capital Management LLC1,707$725.9K0.37%+1,707New
Catalyst Financial Partners LLC1,718$730.7K0.09%+126+7.9%Added
Beaumont Financial Advisors, LLC1,719$731.2K0.05%−61−3.4%Reduced
SBI Securities Co., Ltd.1,724$733.3K0.02%+340+24.6%Added
Griffin Asset Management, Inc.1,725$733.7K0.08%−1,150−40.0%Reduced
Ronald Blue Trust, Inc.1,728$735.1K0.01%−852−33.0%Reduced
Sunflower Bank, N.A.1,735$738.0K0.19%+93+5.7%Added
Penserra Capital Management LLC1,743$740.0K0.01%+54+3.2%Added
Charter Trust Co1,742$740.9K0.04%00.0%Unchanged
Leavell Investment Management, Inc.1,748$743.5K0.03%−54−3.0%Reduced
Financially in Tune, LLC1,754$745.9K0.64%−147−7.7%Reduced
Fidelis Capital Partners, LLC1,757$747.3K0.05%−588−25.1%Reduced
Davidson Trust Co1,757$747.3K0.32%+30+1.7%Added
ICW Investment Advisors LLC1,775$754.9K0.27%+232+15.0%Added
Aprio Wealth Management, LLC1,789$761.1K0.04%−118−6.2%Reduced
Forefront Wealth Partners, LLC1,791$761.8K0.32%+3+0.2%Added
Lafayette Investments, Inc.1,813$771.1K0.16%+698+62.6%Added
Radnor Capital Management, LLC1,818$773.3K0.11%00.0%Unchanged
Trillium Asset Management, LLC1,835$780.0K0.03%−3−0.2%Reduced
Washington Trust Bank1,848$786.0K0.06%−40−2.1%Reduced
Moors & Cabot, Inc.1,855$788.9K0.03%+99+5.6%Added
Baron Wealth Management LLC1,860$791.3K0.24%+12+0.6%Added
Orrstown Financial Services Inc1,862$792.0K0.13%−132−6.6%Reduced
Golden State Equity Partners1,874$797.5K0.06%−1,044−35.8%Reduced
Richard W. Paul & Associates, LLC1,875$797.6K0.27%−11−0.6%Reduced
Legacy Financial Advisors, Inc.1,892$804.9K0.11%+520+37.9%Added
PCM Encore, LLC1,897$807.0K0.17%−12−0.6%Reduced
Harrell Investment Partners, LLC1,901$808.8K0.19%+882+86.6%Added
Polymer Capital Management (HK) LTD1,908$811.5K0.11%+1,497+364.2%Added
SHP Wealth Management1,908$811.8K0.06%−313−14.1%Reduced
Rehmann Capital Advisory Group1,910$813.0K0.04%+6+0.3%Added
Tobam1,920$817.0K0.21%+572+42.4%Added
Manning & Napier Advisors LLC1,926$819.2K0.01%−170,283−98.9%Reduced
Barden Capital Management, Inc.1,936$823.5K0.70%−1,533−44.2%Reduced
Pflug Koory, LLC1,941$825.6K0.38%00.0%Unchanged
Sentinus, LLC1,950$829.4K0.07%+1,478+313.1%Added
Douglas Lane & Associates, LLC1,952$830.2K0.01%+385+24.6%Added
Outlook Wealth Advisors, LLC1,955$831.4K0.20%00.0%Unchanged
Oak Harbor Wealth Partners, LLC1,955$831.5K0.19%+267+15.8%Added
LVW Advisors, LLC1,963$834.9K0.08%−2,009−50.6%Reduced
Guardian Wealth Advisors, LLC1,963$835.0K0.48%+132+7.2%Added
Gateway Investment Advisers LLC1,975$840.0K0.01%−16,994−89.6%Reduced
PDS Planning, Inc1,980$842.2K0.06%+145+7.9%Added
Jefferies Financial Group Inc.1,985$844.3K0.01%+879+79.5%Added
Beverly Hills Private Wealth, LLC1,985$844.4K0.14%−141−6.6%Reduced
Parcion Private Wealth LLC1,986$844.7K0.05%+1,986New
National Asset Management, Inc.2,026$846.0K0.05%−520−20.4%Reduced
Tiaa Trust, National Association1,993$847.7K0.05%−54,982−96.5%Reduced
Cooke Wealth Management, LLC2,000$850.7K0.75%00.0%Unchanged
Silverberg Bernstein Capital Management LLC2,000$850.7K0.47%00.0%Unchanged
R Squared Ltd2,000$850.7K0.47%+1,109+124.5%Added
Ancora Advisors, LLC2,004$852.5K0.02%+1,729+628.7%Added
Paragon Private Wealth Management, LLC2,007$853.8K0.27%+16+0.8%Added
SlateStone Wealth, LLC2,010$855.0K0.07%+118+6.2%Added
Foster Group, Inc.2,017$857.9K0.03%−77−3.7%Reduced
Confluence Wealth Services, Inc.2,018$858.0K0.03%+34+1.7%Added
Colonial Trust Co2,022$860.2K0.12%−162−7.4%Reduced
One Wealth Advisors, LLC2,033$864.7K0.11%+250+14.0%Added
TritonPoint Partners, LLC2,040$867.7K0.32%+726+55.3%Added
Jump Financial, LLC2,043$869.0K0.01%−4,846−70.3%Reduced
Ironwood Investment Management LLC2,049$871.5K0.36%−101−4.7%Reduced
Boit C F David2,050$871.9K0.39%+1,350+192.9%Added
Ironwood Investment Counsel, LLC2,050$872.1K0.13%−109−5.0%Reduced
Pinnacle Wealth Management Advisory Group, LLC2,053$873.2K0.06%+939+84.3%Added
Cary Street Partners Financial LLC2,059$875.8K0.02%+44+2.2%Added
Harbor Investment Advisory, LLC2,063$877.5K0.07%−1,074−34.2%Reduced
Supplemental Annuity Collective Trust of NJ2,099$892.8K0.25%+2,099New
Okabena Investment Services Inc2,101$893.6K0.17%−435−17.2%Reduced
VestGen Advisors, LLC2,107$893.8K0.03%−2,614−55.4%Reduced
AdvisorNet Financial, Inc2,106$895.8K0.05%−142−6.3%Reduced
IFP Advisors, Inc2,109$897.0K0.02%+169+8.7%Added
Sovereign's Capital Management, LLC2,122$902.6K0.66%+558+35.7%Added
Crestmont Private Wealth LLC2,137$909.0K0.29%+299+16.3%Added
Shelton Capital Management2,142$911.1K0.02%−559−20.7%Reduced
Flputnam Investment Management Co2,142$911.1K0.01%−271−11.2%Reduced
Venturi Wealth Management, LLC2,151$914.3K0.04%+220+11.4%Added
StoneX Group Inc.2,163$920.0K0.05%−2,807−56.5%Reduced
Allred Capital Management, LLC2,163$920.0K0.34%+26+1.2%Added
Barlow Wealth Partners, Inc.2,085$922.8K0.10%+4+0.2%Added
Congress Asset Management Co2,174$924.5K0.01%−185−7.8%Reduced
Tandem Capital Management Corp2,177$926.0K0.46%+2,177New
Summit Wealth Group LLC2,189$931.2K0.10%+157+7.7%Added
CastleKnight Management LP2,200$935.7K0.04%+2,200New
Lincoln Capital LLC2,210$936.9K0.18%−57−2.5%Reduced
Hartford Funds Management Co LLC2,203$937.7K0.08%+812+58.4%Added