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.
| 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, Q1 2026
Shares, value and share of portfolio for each institution holding S&P Global Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Lebenthal Global Advisors, LLC | 3,151 | $1.34M | 0.19% | +158+5.3% | Added |
| Wealth Alliance | 3,167 | $1.35M | 0.13% | +133+4.4% | Added |
| Bull Harbor Capital LLC | 3,169 | $1.35M | 0.36% | +3,169 | New |
| Rench Wealth Management, Inc. | 3,175 | $1.35M | 0.41% | +916+40.5% | Added |
| Stableford Capital II LLC | 3,179 | $1.35M | 0.50% | +3,179 | New |
| Evolve Private Wealth, LLC | 3,183 | $1.35M | 0.07% | +1,407+79.2% | Added |
| Abacus Wealth Partners, LLC | 3,184 | $1.35M | 0.12% | −498−13.5% | Reduced |
| Kovitz Investment Group Partners, LLC | 3,222 | $1.37M | 0.03% | −66−2.0% | Reduced |
| Silverlake Wealth Management LLC | 3,227 | $1.37M | 0.29% | −4−0.1% | Reduced |
| Banque Transatlantique SA | 3,237 | $1.38M | 0.03% | +2,822+680.0% | Added |
| United Asset Strategies, Inc. | 3,277 | $1.39M | 0.11% | −45−1.4% | Reduced |
| LifePlan Financial, LLC | 3,283 | $1.40M | 1.03% | +1,183+56.3% | Added |
| K.J. Harrison & Partners Inc | 3,300 | $1.40M | 0.23% | −1,000−23.3% | Reduced |
| Twinbeech Capital LP | 3,342 | $1.42M | 0.15% | +3,342 | New |
| GW&K Investment Management, LLC | 3,348 | $1.42M | 0.01% | −12−0.4% | Reduced |
| Illinois Municipal Retirement Fund | 3,350 | $1.42M | 0.02% | −909−21.3% | Reduced |
| Main Street Financial Solutions, LLC | 3,386 | $1.44M | 0.11% | −115−3.3% | Reduced |
| Sage Rhino Capital LLC | 3,399 | $1.45M | 0.27% | +2,071+155.9% | Added |
| Boston Trust Walden Corp | 3,415 | $1.45M | 0.01% | 00.0% | Unchanged |
| Connecticut Capital Management Group, LLC | 3,441 | $1.46M | 1.38% | +10.0% | Added |
| Mather Group, LLC. | 3,442 | $1.46M | 0.01% | −1,201−25.9% | Reduced |
| Deltec Asset Management LLC | 3,450 | $1.47M | 0.27% | +1,000+40.8% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 3,465 | $1.47M | 0.50% | +3,465 | New |
| Montag A & Associates Inc | 3,466 | $1.47M | 0.07% | 00.0% | Unchanged |
| CVFG LLC | 3,468 | $1.48M | 0.18% | +1,323+61.7% | Added |
| Brasada Capital Management, LP | 3,438 | $1.49M | 0.27% | −10,787−75.8% | Reduced |
| Exchange Traded Concepts, LLC | 3,517 | $1.50M | 0.01% | −628−15.2% | Reduced |
| Sandro Wealth Management LLC | 3,519 | $1.50M | 1.20% | +124+3.7% | Added |
| Trust Asset Management LLC | 3,533 | $1.50M | 0.11% | 00.0% | Unchanged |
| Nicholson Wealth Management Group, LLC | 3,569 | $1.52M | 0.89% | +86+2.5% | Added |
| WealthPlan Investment Management, LLC | 3,570 | $1.52M | 0.08% | −2,358−39.8% | Reduced |
| Baker Avenue Asset Management, LP | 3,597 | $1.53M | 0.03% | +1,314+57.6% | Added |
| Madison Asset Management, LLC | 3,600 | $1.53M | 0.02% | +221+6.5% | Added |
| Virtus Investment Advisers, Inc. | 3,603 | $1.53M | 0.42% | +3,603 | New |
| Waterway Wealth Management, LLC | 3,607 | $1.53M | 0.34% | +1,636+83.0% | Added |
| Leo Wealth, LLC | 3,610 | $1.54M | 0.11% | −236−6.1% | Reduced |
| Triad Investment Management | 3,632 | $1.54M | 1.82% | +3,075+552.1% | Added |
| Ayrshire Capital Management LLC | 3,637 | $1.55M | 0.80% | +2,614+255.5% | Added |
| American Trust | 3,637 | $1.55M | 0.14% | −19−0.5% | Reduced |
| Westpac Banking Corp | 3,647 | $1.55M | 0.11% | +31+0.9% | Added |
| Jacobi Capital Management LLC | 3,668 | $1.56M | 0.09% | +222+6.4% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,678 | $1.56M | 0.03% | −1,584−30.1% | Reduced |
| BKM Wealth Management, LLC | 3,700 | $1.57M | 0.57% | +956+34.8% | Added |
| Investment House LLC | 3,735 | $1.59M | 0.08% | +3,735 | New |
| Foundations Investment Advisors, LLC | 3,750 | $1.60M | 0.02% | −252−6.3% | Reduced |
| Horizon Kinetics Asset Management LLC | 3,750 | $1.60M | 0.02% | −528−12.3% | Reduced |
| Guyasuta Investment Advisors Inc | 3,774 | $1.61M | 0.09% | −2−0.1% | Reduced |
| Annandale Capital, LLC | 3,777 | $1.61M | 0.26% | +3,777 | New |
| Lighthouse Financial Services Inc | 3,779 | $1.61M | 0.36% | +213+6.0% | Added |
| Fiduciary Alliance LLC | 3,756 | $1.62M | 0.10% | +2,547+210.7% | Added |
| Fiduciary Family Office, LLC | 3,806 | $1.62M | 0.46% | +2,611+218.5% | Added |
| Hamilton Point Investment Advisors, LLC | 3,808 | $1.62M | 0.25% | 00.0% | Unchanged |
| Fortem Financial Group, LLC | 3,834 | $1.63M | 0.41% | +1,494+63.8% | Added |
| Resurgent Financial Advisors LLC | 3,835 | $1.63M | 0.59% | +3,835 | New |
| PEAK6 LLC | 3,838 | $1.63M | 0.05% | +3,837+383,700.0% | Added |
| Strategic Wealth Partners, Ltd. | 3,844 | $1.63M | 0.11% | +627+19.5% | Added |
| Valeo Financial Advisors, LLC | 3,845 | $1.64M | 0.04% | −1,220−24.1% | Reduced |
| Gryphon Financial Partners LLC | 3,846 | $1.64M | 0.17% | +569+17.4% | Added |
| Cypress Capital Group | 3,855 | $1.64M | 0.18% | −476−11.0% | Reduced |
| Dorsey & Whitney Trust CO LLC | 3,902 | $1.66M | 0.09% | +663+20.5% | Added |
| Private Trust Co NA | 3,916 | $1.67M | 0.15% | −87−2.2% | Reduced |
| Parsons Capital Management Inc | 3,921 | $1.67M | 0.08% | −33−0.8% | Reduced |
| Spire Wealth Management | 3,946 | $1.68M | 0.06% | −18−0.5% | Reduced |
| Prosperity Consulting Group, LLC | 3,955 | $1.68M | 0.07% | −494−11.1% | Reduced |
| Ascent Group, LLC | 3,958 | $1.68M | 0.06% | −2,725−40.8% | Reduced |
| Quantitative Investment Management, LLC | 3,972 | $1.69M | 0.18% | −402−9.2% | Reduced |
| Davis R M Inc | 3,978 | $1.69M | 0.03% | −123−3.0% | Reduced |
| Spears Abacus Advisors LLC | 3,979 | $1.69M | 0.03% | −2,823−41.5% | Reduced |
| Peloton Wealth Strategists | 4,017 | $1.71M | 0.69% | −222−5.2% | Reduced |
| Decatur Capital Management, Inc. | 4,021 | $1.71M | 0.78% | −62−1.5% | Reduced |
| XTX Topco Ltd | 4,053 | $1.72M | 0.03% | −22,776−84.9% | Reduced |
| Excalibur Management Corp | 4,058 | $1.73M | 0.62% | −23−0.6% | Reduced |
| London & Capital Asset Management Ltd | 4,151 | $1.77M | 0.02% | −176−4.1% | Reduced |
| Lederer & Associates Investment Counsel | 4,165 | $1.77M | 1.26% | −20−0.5% | Reduced |
| Aaron Wealth Advisors | 4,223 | $1.80M | 0.10% | −271−6.0% | Reduced |
| Qtron Investments LLC | 4,223 | $1.80M | 0.24% | 00.0% | Unchanged |
| Skandinaviska Enskilda Banken AB (publ) | 4,224 | $1.80M | 0.04% | −160,597−97.4% | Reduced |
| Argus Investors' Counsel, Inc. | 4,225 | $1.80M | 1.60% | +548+14.9% | Added |
| Ceera Investments, LLC | 4,229 | $1.80M | 0.79% | −511−10.8% | Reduced |
| Tealwood Asset Management Inc | 4,250 | $1.81M | 0.82% | +930+28.0% | Added |
| Meiji Yasuda Life Insurance Co | 4,267 | $1.81M | 0.06% | −1,934−31.2% | Reduced |
| Figure 8 Investment Strategies LLC | 4,299 | $1.83M | 1.79% | +2,314+116.6% | Added |
| Panagora Asset Management Inc | 4,308 | $1.83M | 0.01% | +1,308+43.6% | Added |
| Rodgers Brothers Inc. | 4,315 | $1.84M | 0.21% | 00.0% | Unchanged |
| S-Bank Fund Management Ltd | 4,316 | $1.84M | 0.27% | −160−3.6% | Reduced |
| Broadwater Capital Management LLC | 3,520 | $1.84M | 1.37% | 00.0% | Unchanged |
| M&G Plc | 4,335 | $1.84M | 0.01% | −131−2.9% | Reduced |
| Cordatus Wealth Management LLC | 4,373 | $1.86M | 0.44% | −65−1.5% | Reduced |
| Welch & Forbes LLC | 4,379 | $1.86M | 0.02% | −50−1.1% | Reduced |
| Zions Bancorporation, National Association | 4,401 | $1.87M | 0.12% | −5,577−55.9% | Reduced |
| PFG Advisors | 4,491 | $1.91M | 0.09% | +39+0.9% | Added |
| JPL Wealth Management, LLC | 4,503 | $1.92M | 0.44% | −22−0.5% | Reduced |
| Wedmont Private Capital | 4,383 | $1.92M | 0.06% | −743−14.5% | Reduced |
| Herold Advisors, Inc. | 4,535 | $1.93M | 0.42% | 00.0% | Unchanged |
| GAM Holding AG | 4,538 | $1.93M | 0.17% | −4,453−49.5% | Reduced |
| First National Bank of Omaha | 4,587 | $1.93M | 0.06% | +3,387+282.3% | Added |
| Platform Technology Partners | 4,560 | $1.94M | 0.37% | +352+8.4% | Added |
| Waterloo Capital, L.P. | 4,565 | $1.94M | 0.14% | −807−15.0% | Reduced |
| SkyView Investment Advisors, LLC | 4,568 | $1.94M | 0.26% | +27+0.6% | Added |
| MMBG Investment Advisors Co. | 4,575 | $1.95M | 0.18% | 00.0% | Unchanged |