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 |
|---|---|---|---|---|---|
| Global Wealth Strategies & Associates | 100 | $42.5K | 0.01% | +3+3.1% | Added |
| Joseph Group Capital Management | 100 | $42.5K | 0.01% | +45+81.8% | Added |
| S&T Bank | 106 | $45.1K | 0.02% | −37−25.9% | Reduced |
| DAGCO, Inc. | 107 | $45.5K | 0.01% | 00.0% | Unchanged |
| Birchwood Financial Partners, Inc. | 107 | $45.5K | 0.04% | 00.0% | Unchanged |
| Vega Investment Solutions | 109 | $46.4K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 114 | $47.0K | 0.01% | −11−8.8% | Reduced |
| Timothy G. Youngquist 2020 Irrevocable Trust | 111 | $47.2K | 0.02% | +111 | New |
| Clal Insurance Enterprises Holdings Ltd | 114 | $48.0K | 0.00% | +29+34.1% | Added |
| Frazier Financial Advisors, LLC | 113 | $48.1K | 0.03% | +27+31.4% | Added |
| Tompkins Financial Corp | 115 | $48.9K | 0.00% | −284−71.2% | Reduced |
| Missouri Trust & Investment Co | 115 | $48.9K | 0.01% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 124 | $52.7K | 0.03% | −1,438−92.1% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 124 | $52.7K | 0.00% | +124 | New |
| Hager Investment Management Services, LLC | 125 | $53.2K | 0.03% | −27−17.8% | Reduced |
| Mechanics Financial Corp | 125 | $53.2K | 0.02% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 125 | $53.2K | 0.01% | +66+111.9% | Added |
| Steigerwald, Gordon & Koch Inc. | 128 | $54.4K | 0.01% | −20−13.5% | Reduced |
| DT Investment Partners, LLC | 129 | $54.9K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 130 | $55.3K | 0.05% | +129+12,900.0% | Added |
| Clean Yield Group | 133 | $56.6K | 0.02% | −13−8.9% | Reduced |
| Transamerica Financial Advisors, Inc. | 133 | $56.9K | 0.00% | +2+1.5% | Added |
| Citizens National Bank Trust Department | 134 | $57.0K | 0.01% | +8+6.3% | Added |
| Whipplewood Advisors, LLC | 137 | $58.3K | 0.03% | +134+4,466.7% | Added |
| Indiana Trust & Investment Management CO | 145 | $61.7K | 0.02% | 00.0% | Unchanged |
| True Link Financial Advisors, LLC | 145 | $61.7K | 0.00% | +145 | New |
| SJS Investment Consulting Inc. | 147 | $62.5K | 0.01% | +101+219.6% | Added |
| Westside Investment Management, Inc. | 150 | $64.7K | 0.01% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 153 | $65.0K | 0.00% | +12+8.5% | Added |
| Jackson, Grant Investment Advisers, Inc. | 153 | $65.1K | 0.02% | −15−8.9% | Reduced |
| Golden State Wealth Management, LLC | 153 | $65.3K | 0.01% | −22−12.6% | Reduced |
| Geneos Wealth Management Inc. | 154 | $65.6K | 0.00% | −6−3.8% | Reduced |
| Strive Financial Group ,LLC | 155 | $66.0K | 0.04% | +2+1.3% | Added |
| Vision Financial Markets LLC | 156 | $66.4K | 0.06% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 158 | $67.2K | 0.01% | 00.0% | Unchanged |
| Truvestments Capital LLC | 159 | $67.6K | 0.01% | −22−12.2% | Reduced |
| Highline Wealth Partners LLC | 161 | $68.5K | 0.02% | +106+192.7% | Added |
| Salomon & Ludwin, LLC | 162 | $69.8K | 0.01% | −23−12.4% | Reduced |
| Bayban | 168 | $71.5K | 0.06% | +17+11.3% | Added |
| Silver Grove Financial Group, Inc. | 173 | $73.6K | 0.06% | +173 | New |
| Albion Financial Group | 180 | $76.6K | 0.00% | +20+12.5% | Added |
| TD Capital Management LLC | 180 | $76.6K | 0.01% | 00.0% | Unchanged |
| Dorato Capital Management | 176 | $76.9K | 0.06% | 00.0% | Unchanged |
| Axiom Investment Management LLC | 181 | $77.0K | 0.06% | +181 | New |
| Wellington Shields Capital Management, LLC | 181 | $77.0K | 0.01% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 181 | $77.0K | 0.02% | +3+1.7% | Added |
| Evermay Wealth Management LLC | 184 | $78.3K | 0.01% | +15+8.9% | Added |
| MV Capital Management, Inc. | 186 | $79.1K | 0.01% | −6−3.1% | Reduced |
| Brooklands Fund Management Ltd | 202 | $81.2K | 0.11% | −3,078−93.8% | Reduced |
| Atwood & Palmer Inc | 194 | $82.6K | 0.00% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 195 | $82.9K | 0.00% | −29−12.9% | Reduced |
| Central Pacific Bank - Trust Division | 198 | $84.2K | 0.01% | −275−58.1% | Reduced |
| Arlington Trust Co LLC | 202 | $85.9K | 0.01% | +64+46.4% | Added |
| Hanson & Doremus Investment Management | 204 | $87.0K | 0.01% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 211 | $89.7K | 0.01% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 211 | $90.2K | 0.03% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 218 | $92.7K | 0.02% | 00.0% | Unchanged |
| Financial Consulate, Inc | 222 | $94.4K | 0.01% | −499−69.2% | Reduced |
| Financial Management Professionals, Inc. | 235 | $100.0K | 0.01% | −9−3.7% | Reduced |
| Root Financial Partners, LLC | 238 | $101.3K | 0.00% | −146−38.0% | Reduced |
| Bruce G. Allen Investments, LLC | 239 | $101.7K | 0.07% | −18−7.0% | Reduced |
| Covestor Ltd | 240 | $102.0K | 0.07% | −413−63.2% | Reduced |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | 241 | $102.5K | 0.02% | −9−3.6% | Reduced |
| Financial Network Wealth Advisors LLC | 241 | $102.5K | 0.10% | −23−8.7% | Reduced |
| Osterweis Capital Management Inc | 244 | $103.8K | 0.01% | −91−27.2% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 250 | $106.3K | 0.01% | 00.0% | Unchanged |
| Operose Advisors LLC | 250 | $106.3K | 0.02% | +5+2.0% | Added |
| JFS Wealth Advisors, LLC | 253 | $107.6K | 0.01% | +56+28.4% | Added |
| Hollencrest Capital Management | 257 | $109.3K | 0.00% | +146+131.5% | Added |
| NBC Securities, Inc. | 259 | $110.2K | 0.01% | −144−35.7% | Reduced |
| Westfuller Advisors, LLC | 261 | $111.1K | 0.05% | −134−33.9% | Reduced |
| GoalVest Advisory LLC | 262 | $111.4K | 0.02% | 00.0% | Unchanged |
| State of Wyoming | 263 | $111.9K | 0.01% | +124+89.2% | Added |
| Wall Street Financial Group, Inc. | 264 | $112.3K | 0.07% | +264 | New |
| Pension & Wealth Management Advisors, Inc. | 264 | $112.7K | 0.03% | +45+20.5% | Added |
| HHM Wealth Advisors, LLC | 268 | $113.8K | 0.01% | +30+12.6% | Added |
| Vestor Capital, LLC | 271 | $115.0K | 0.01% | +192+243.0% | Added |
| Cornerstone Planning Group LLC | 282 | $119.3K | 0.02% | +1+0.4% | Added |
| DHJJ Financial Advisors, Ltd. | 281 | $119.5K | 0.04% | 00.0% | Unchanged |
| Munich Reinsurance Co Stock Corp in Munich | 282 | $119.9K | 0.00% | −164−36.8% | Reduced |
| Webster Bank, N. A. | 284 | $120.8K | 0.01% | −24−7.8% | Reduced |
| Princeton Global Asset Management LLC | 284 | $120.8K | 0.02% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 285 | $121.2K | 0.03% | +285 | New |
| Addison Advisors LLC | 290 | $123.3K | 0.03% | −30−9.4% | Reduced |
| MidFirst Bank | 293 | $124.6K | 0.01% | +14+5.0% | Added |
| HighMark Wealth Management LLC | 300 | $127.6K | 0.05% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 301 | $128.0K | 0.00% | +75+33.2% | Added |
| Owl Creek Wealth Partners LLC | 316 | $134.4K | 0.05% | +316 | New |
| Quaker Wealth Management, LLC | 317 | $134.8K | 0.04% | +1+0.3% | Added |
| Oakworth Capital, Inc. | 326 | $138.7K | 0.01% | −18−5.2% | Reduced |
| Roehl & Yi Investment Advisors, LLC | 15,178 | $141.6K | 0.05% | +10.0% | Added |
| Hilltop National Bank | 334 | $142.1K | 0.03% | +55+19.7% | Added |
| Pinnacle Bancorp, Inc. | 337 | $143.3K | 0.04% | −23−6.4% | Reduced |
| Security National Bank | 342 | $145.5K | 0.02% | +7+2.1% | Added |
| New Age Alpha Advisors, LLC | 354 | $150.6K | 0.01% | −14,769−97.7% | Reduced |
| Park Place Capital Corp | 354 | $150.6K | 0.03% | −6−1.7% | Reduced |
| Rossby Financial, LCC | 356 | $151.4K | 0.03% | −196−35.5% | Reduced |
| American National Bank | 356 | $151.4K | 0.01% | −12−3.3% | Reduced |
| MCF Advisors LLC | 358 | $152.5K | 0.01% | −76−17.5% | Reduced |
| Capula Management Ltd | 363 | $154.4K | 0.00% | +261+255.9% | Added |