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 |
|---|---|---|---|---|---|
| LRI Investments, LLC | 17,777 | $156.4K | 0.01% | +240+1.4% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 370 | $157.4K | 0.03% | +67+22.1% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 380 | $161.6K | 0.05% | −30−7.3% | Reduced |
| Prosperity Bancshares Inc | 384 | $163.3K | 0.13% | −158−29.2% | Reduced |
| Nalls Sherbakoff Group, LLC | 400 | $170.1K | 0.13% | −45−10.1% | Reduced |
| Eurizon SLJ Capital Ltd | 402 | $171.0K | 0.08% | −510−55.9% | Reduced |
| ORG Wealth Partners, LLC | 403 | $171.4K | 0.03% | −67−14.3% | Reduced |
| St Germain D J Co Inc | 403 | $171.4K | 0.01% | +65+19.2% | Added |
| YANKCOM Partnership | 415 | $176.5K | 0.07% | +156+60.2% | Added |
| Richardson Capital Management LLC | 415 | $176.5K | 0.09% | +15+3.8% | Added |
| UMA Financial Services, Inc. | 418 | $177.8K | 0.02% | −74−15.0% | Reduced |
| Evelyn Partners Asset Management Ltd | 423 | $179.9K | 0.04% | 00.0% | Unchanged |
| Core Alternative Capital | 435 | $185.0K | 0.05% | +78+21.8% | Added |
| General Partner, Inc. | 443 | $188.4K | 0.11% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 452 | $192.4K | 0.12% | −2−0.4% | Reduced |
| Crewe Advisors LLC | 464 | $197.4K | 0.02% | +29+6.7% | Added |
| OV Management LLC | 468 | $199.1K | 0.41% | −1,463−75.8% | Reduced |
| Attessa Capital LLC | 471 | $200.3K | 0.11% | −85−15.3% | Reduced |
| J. Goldman & Co LP | 473 | $201.2K | 0.01% | +473 | New |
| Revolve Wealth Partners, LLC | 474 | $201.6K | 0.03% | −1−0.2% | Reduced |
| Rockline Wealth Management, LLC | 476 | $202.5K | 0.04% | −10,660−95.7% | Reduced |
| Sunpointe, LLC | 477 | $202.9K | 0.07% | −37−7.2% | Reduced |
| Ritter Alpha, LP | 477 | $202.9K | 4.25% | +477 | New |
| Snowwater Investment Partners, LLC | 477 | $202.9K | 0.19% | +477 | New |
| Bell Investment Advisors, Inc | 477 | $202.9K | 0.03% | −33−6.5% | Reduced |
| Hendershot Investments Inc. | 478 | $203.3K | 0.03% | 00.0% | Unchanged |
| Wealthedge Investment Advisors, LLC | 479 | $203.8K | 0.07% | +479 | New |
| LifeGuide Financial Advisors, LLC | 480 | $204.2K | 0.07% | 00.0% | Unchanged |
| Uniting Wealth Partners, LLC | 480 | $204.2K | 0.04% | +19+4.1% | Added |
| Bell Bank | 481 | $204.6K | 0.01% | −1,117−69.9% | Reduced |
| Accurate Wealth Management, LLC | 491 | $204.8K | 0.02% | −3,763−88.5% | Reduced |
| Paradigm Financial Partners, LLC | 482 | $205.0K | 0.04% | −1,280−72.6% | Reduced |
| Scientech Research LLC | 482 | $205.0K | 0.17% | −952−66.4% | Reduced |
| One Capital Management, LLC | 482 | $205.3K | 0.01% | +98+25.5% | Added |
| Elite Life Management LLC | 491 | $206.3K | 0.26% | +24+5.1% | Added |
| Tribridge Partners Financial LLC | 479 | $206.5K | 0.09% | +16+3.5% | Added |
| Montecito Bank & Trust | 486 | $206.7K | 0.03% | +486 | New |
| Clarity Financial LLC | 486 | $206.7K | 0.02% | +486 | New |
| Valmark Advisers, Inc. | 486 | $206.8K | 0.00% | +48+11.0% | Added |
| Trust Co of Virginia | 487 | $207.1K | 0.02% | −20−3.9% | Reduced |
| Five Oceans Advisors | 487 | $207.1K | 0.07% | −9−1.8% | Reduced |
| Key Financial Inc | 487 | $207.1K | 0.04% | −2−0.4% | Reduced |
| Plancorp, LLC | 500 | $207.7K | 0.01% | −85−14.5% | Reduced |
| Finivi Inc. | 489 | $207.8K | 0.11% | −1,742−78.1% | Reduced |
| Laurel Oak Wealth Management, LLC | 490 | $208.4K | 0.03% | −420−46.2% | Reduced |
| CWS Financial Advisors, LLC | 490 | $208.5K | 0.05% | +30+6.5% | Added |
| Cornell Pochily Investment Advisors, Inc. | 491 | $208.9K | 0.06% | −704−58.9% | Reduced |
| FDx Advisors, Inc. | 491 | $209.0K | 0.07% | +491 | New |
| Portland Global Advisors LLC | 492 | $209.3K | 0.02% | 00.0% | Unchanged |
| Ruggaard & Associates LLC | 496 | $211.0K | 0.08% | +21+4.4% | Added |
| Panoramic Capital Partners, LLC | 498 | $211.8K | 0.13% | +498 | New |
| Enterprise Financial Services Corp | 499 | $212.2K | 0.11% | −12−2.3% | Reduced |
| Occidental Asset Management, LLC | 500 | $212.7K | 0.03% | −71−12.4% | Reduced |
| Marco Investment Management LLC | 500 | $212.7K | 0.02% | 00.0% | Unchanged |
| Legacy Wealth Management, LLC | 500 | $212.7K | 0.06% | 00.0% | Unchanged |
| Portfolio Strategies, Inc. | 500 | $212.7K | 0.03% | +500 | New |
| LSV Asset Management | 500 | $213.0K | 0.00% | 00.0% | Unchanged |
| Mezzasalma Advisors, LLC | 502 | $213.5K | 0.05% | 00.0% | Unchanged |
| Hengehold Capital Management LLC | 502 | $213.6K | 0.02% | +7+1.4% | Added |
| Daner Wealth Management, LLC | 504 | $213.8K | 0.13% | +504 | New |
| True Wealth Design, LLC | 503 | $213.9K | 0.06% | +421+513.4% | Added |
| Integrity Alliance, LLC. | 503 | $214.0K | 0.01% | +7+1.4% | Added |
| Patton Fund Management, Inc. | 505 | $214.8K | 0.04% | +47+10.3% | Added |
| Greenline Wealth Management LLC | 507 | $215.5K | 0.25% | +387+322.5% | Added |
| Cascade Financial Partners, LLC | 507 | $215.6K | 0.02% | 00.0% | Unchanged |
| Verity Asset Management, Inc. | 508 | $216.1K | 0.09% | +122+31.6% | Added |
| Investment Research Partners LLC | 508 | $216.1K | 0.09% | +508 | New |
| Salem Investment Counselors Inc | 510 | $216.9K | 0.01% | −65−11.3% | Reduced |
| Peak Planning Group, LLC | 511 | $217.2K | 0.06% | +1+0.2% | Added |
| Independent Wealth Network Inc. | 511 | $217.3K | 0.06% | −67−11.6% | Reduced |
| GGM Financials LLC | 511 | $217.4K | 0.10% | +1+0.2% | Added |
| Legacy Solutions, LLC | 515 | $218.9K | 0.20% | −5−1.0% | Reduced |
| Purkiss Capital Advisors LLC | 515 | $219.1K | 0.10% | 00.0% | Unchanged |
| Texas Capital Bank Wealth Management Services Inc | 515 | $219.1K | 0.01% | +28+5.7% | Added |
| Silver Lake Advisory, LLC | 515 | $219.2K | 0.09% | +1+0.2% | Added |
| Generali Investments, Management Co LLC | 516 | $219.5K | 0.05% | −1,024−66.5% | Reduced |
| Marion Wealth Management | 516 | $219.5K | 0.05% | +68+15.2% | Added |
| CenterBook Partners LP | 518 | $220.3K | 0.01% | −2,659−83.7% | Reduced |
| Trust Co of the South | 518 | $220.3K | 0.04% | +13+2.6% | Added |
| Anchyra Partners LLC | 519 | $220.8K | 0.07% | −30−5.5% | Reduced |
| Financial Perspectives, Inc | 519 | $220.9K | 0.06% | 00.0% | Unchanged |
| Keynote Financial Services LLC | 520 | $221.2K | 0.12% | 00.0% | Unchanged |
| Family Management Corp | 520 | $221.2K | 0.03% | +520 | New |
| Sage Private Wealth Group, LLC | 521 | $221.7K | 0.11% | +521 | New |
| Athena Wealth Management, LLC | 524 | $222.7K | 0.18% | +95+22.1% | Added |
| BlueSky Wealth Advisors, LLC | 528 | $224.6K | 0.03% | +528 | New |
| Second Line Capital, LLC | 521 | $224.9K | 0.04% | +123+30.9% | Added |
| Impact Investors, Inc | 529 | $225.1K | 0.16% | +31+6.2% | Added |
| Dumont & Blake Investment Advisors LLC | 530 | $225.4K | 0.06% | +7+1.3% | Added |
| Meramec Financial Planners, LLC | 510 | $225.8K | 0.09% | −3−0.6% | Reduced |
| ArrowMark Colorado Holdings LLC | 531 | $225.9K | 0.01% | 00.0% | Unchanged |
| Ruane, Cunniff & Goldfarb L.P. | 531 | $225.9K | 0.00% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 532 | $226.3K | 0.05% | 00.0% | Unchanged |
| Financial Advisory Service, Inc. | 532 | $226.3K | 0.01% | +532 | New |
| Reflection Asset Management | 534 | $227.0K | 0.14% | +93+21.1% | Added |
| Tenon Financial LLC | 534 | $227.1K | 0.09% | −394−42.5% | Reduced |
| Essex Savings Bank | 535 | $227.5K | 0.05% | −42−7.3% | Reduced |
| Wallace Advisory Group, LLC | 535 | $227.6K | 0.24% | −43−7.4% | Reduced |
| RFG Advisory, LLC | 541 | $230.2K | 0.00% | +143+35.9% | Added |
| Legacy Wealth Advisors, LLC | 542 | $230.5K | 0.12% | +542 | New |