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 |
|---|---|---|---|---|---|
| Bravera Wealth | 28 | $11.9K | 0.01% | +22+366.7% | Added |
| Atomic Invest LLC | 29 | $12.2K | 0.01% | −12−29.3% | Reduced |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 29 | $12.3K | 0.01% | −3−9.4% | Reduced |
| Gill Capital Partners, LLC | 29 | $12.3K | 0.00% | +29 | New |
| Red Tortoise LLC | 30 | $12.7K | 0.01% | 00.0% | Unchanged |
| Coastline Trust Co | 30 | $12.8K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 30 | $12.8K | 0.00% | +2+7.1% | Added |
| Kilter Group LLC | 31 | $13.2K | 0.01% | −16−34.0% | Reduced |
| Richardson Financial Services Inc. | 31 | $13.2K | 0.01% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 31 | $13.2K | 0.00% | +31 | New |
| Fairscale Capital, LLC | 32 | $13.6K | 0.01% | 00.0% | Unchanged |
| Activest Wealth Management | 32 | $13.6K | 0.00% | −12−27.3% | Reduced |
| Napier Financial, LLC | 34 | $14.5K | 0.00% | +34 | New |
| IMG Wealth Management, Inc. | 34 | $14.5K | 0.01% | +5+17.2% | Added |
| Newbridge Financial Services Group, Inc. | 35 | $14.8K | 0.00% | 00.0% | Unchanged |
| University of Texas/Texas Am Investment Managment Co | 35 | $14.9K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 35 | $14.9K | 0.01% | +3+9.4% | Added |
| Southern Michigan Bank & Trust | 35 | $14.9K | 0.01% | +35 | New |
| Bitterroot Capital Advisors LLC | 35 | $14.9K | 0.01% | +35 | New |
| Ogorek Anthony Joseph | 36 | $15.0K | 0.00% | −9−20.0% | Reduced |
| Avion Wealth | 36 | $15.0K | 0.00% | −4−10.0% | Reduced |
| Battery Global Advisors, LLC | 37 | $15.6K | 0.01% | +1+2.8% | Added |
| Asset Dedication, LLC | 38 | $16.2K | 0.00% | −111−74.5% | Reduced |
| Solstein Capital, LLC | 41 | $17.4K | 0.01% | −32−43.8% | Reduced |
| Dogwood Wealth Management LLC | 41 | $17.4K | 0.01% | +3+7.9% | Added |
| Positano Wealth Management Ltd | 41 | $17.4K | 0.01% | +30+272.7% | Added |
| Creative Capital Management Investments LLC | 43 | $18.3K | 0.01% | −13−23.2% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 43 | $18.3K | 0.03% | −6−12.2% | Reduced |
| Financial Life Planners | 43 | $18.5K | 0.01% | +43 | New |
| Trust Co | 44 | $18.7K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 44 | $18.7K | 0.00% | +14+46.7% | Added |
| Marquette Asset Management, LLC | 45 | $19.1K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 45 | $19.3K | 0.01% | −163−78.4% | Reduced |
| High Note Wealth, LLC | 46 | $19.6K | 0.00% | +2+4.5% | Added |
| BFSG, LLC | 46 | $19.6K | 0.00% | +4+9.5% | Added |
| Dunhill Financial, LLC | 47 | $20.2K | 0.00% | −134−74.0% | Reduced |
| Meeder Asset Management Inc | 48 | $20.4K | 0.00% | −16−25.0% | Reduced |
| Wellington Grp LLC | 48 | $20.4K | 0.01% | 00.0% | Unchanged |
| Aventus Investment Advisors, Inc. | 50 | $21.3K | 0.02% | 00.0% | Unchanged |
| Innovative Asset Advisors Group, LLC | 50 | $21.3K | 0.01% | +50 | New |
| Triumph Capital Management | 50 | $21.3K | 0.00% | +22+78.6% | Added |
| Horizon Financial Services, LLC | 51 | $21.7K | 0.01% | +43+537.5% | Added |
| Cheviot Value Management, LLC | 52 | $22.1K | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 52 | $22.1K | 0.01% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 54 | $22.8K | 0.01% | +11+25.6% | Added |
| Aspect Partners, LLC | 54 | $23.0K | 0.01% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 55 | $23.4K | 0.01% | −4−6.8% | Reduced |
| Beacon Investment Advisory Services, Inc. | 56 | $23.8K | 0.00% | +56 | New |
| Abound Wealth Management | 57 | $24.2K | 0.01% | −4−6.6% | Reduced |
| Intentional Wealth Strategies, LLC | 57 | $24.2K | 0.02% | +57 | New |
| Hickory Point Bank & Trust | 58 | $24.7K | 0.02% | +58 | New |
| Fortitude Family Office, LLC | 59 | $25.1K | 0.01% | +9+18.0% | Added |
| South State Corp. | 60 | $25.5K | 0.00% | −30−33.3% | Reduced |
| SOA Wealth Advisors, LLC. | 15,026 | $25.6K | 0.00% | −274−1.8% | Reduced |
| E Fund Management (Hong Kong) Co., Ltd. | 62 | $26.4K | 0.01% | −383−86.1% | Reduced |
| Quest 10 Wealth Builders, Inc. | 63 | $26.6K | 0.02% | +33+110.0% | Added |
| Smallwood Wealth Investment Management, LLC | 64 | $27.2K | 0.01% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 64 | $27.2K | 0.01% | 00.0% | Unchanged |
| Bank of New Hampshire | 65 | $27.6K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 65 | $27.6K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 66 | $28.1K | 0.00% | +5+8.2% | Added |
| Signature Equity Partners, LLC | 66 | $28.1K | 0.02% | −237−78.2% | Reduced |
| Raffa Wealth Management, LLC | 69 | $29.3K | 0.00% | +2+3.0% | Added |
| Pingora Partners LLC | 70 | $29.8K | 0.02% | 00.0% | Unchanged |
| BankPlus Trust Department | 71 | $30.2K | 0.01% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 72 | $30.7K | 0.01% | +28+63.6% | Added |
| Clarity Asset Management, Inc. | 73 | $30.9K | 0.02% | +16+28.1% | Added |
| WPG Advisers, LLC | 73 | $31.1K | 0.02% | −133−64.6% | Reduced |
| United Financial Planning Group LLC | 73 | $31.1K | 0.02% | −59−44.7% | Reduced |
| Essential Investment Partners LLC | 74 | $31.5K | 0.03% | 00.0% | Unchanged |
| Clear Street Markets LLC | 75 | $31.9K | 0.02% | −386−83.7% | Reduced |
| Sachetta, LLC | 75 | $31.9K | 0.02% | −10−11.8% | Reduced |
| Swiss Re Ltd | 75 | $31.9K | 0.19% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 76 | $32.3K | 0.03% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 76 | $32.3K | 0.00% | +58+322.2% | Added |
| Rakuten Securities, Inc. | 76 | $32.3K | 0.01% | +59+347.1% | Added |
| First Pacific Financial | 77 | $32.7K | 0.00% | +12+18.5% | Added |
| Wedbush Fund Advisers, LLC | 81 | $34.5K | 0.00% | +81 | New |
| Sound Income Strategies, LLC | 83 | $35.2K | 0.00% | −9−9.8% | Reduced |
| RWM Asset Management, LLC | 83 | $35.3K | 0.00% | +83 | New |
| Anfield Capital Management, LLC | 86 | $36.6K | 0.01% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 86 | $36.6K | 0.00% | −68−44.2% | Reduced |
| Mosley Wealth Management | 76 | $37.0K | 0.02% | +76 | New |
| Hazlett, Burt & Watson, Inc. | 87 | $37.0K | 0.01% | +24+38.1% | Added |
| Legacy Wealth Managment, LLC | 87 | $37.0K | 0.02% | 00.0% | Unchanged |
| Lavaca Capital LLC | 87 | $37.0K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 87 | $37.0K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 90 | $38.3K | 0.01% | 00.0% | Unchanged |
| Kerr Financial Planning Corp | 88 | $39.1K | 0.05% | 00.0% | Unchanged |
| Align Financial, LLC | 94 | $40.0K | 0.02% | −49,029−99.8% | Reduced |
| Sankala Group LLC | 98 | $40.1K | 0.03% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 98 | $41.7K | 0.01% | −46−31.9% | Reduced |
| Nvest Wealth Strategies, Inc. | 98 | $41.7K | 0.03% | +4+4.3% | Added |
| Disciplina Capital Management LLC | 99 | $42.0K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 99 | $42.1K | 0.02% | −8−7.5% | Reduced |
| Bangor Savings Bank | 99 | $42.1K | 0.00% | 00.0% | Unchanged |
| Sfam, LLC | 100 | $42.4K | 0.04% | 00.0% | Unchanged |
| WS Portfolio Advisory, LLC | 100 | $42.5K | 1.32% | −22−18.0% | Reduced |
| Rational Advisors LLC | 100 | $42.5K | 0.00% | 00.0% | Unchanged |
| Centennial Bank | 100 | $42.5K | 0.02% | 00.0% | Unchanged |