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 |
|---|---|---|---|---|---|
| Teamwork Financial Advisors, LLC | 656 | $279.0K | 0.03% | −28,832−97.8% | Reduced |
| MBL Wealth, LLC | 657 | $279.4K | 0.02% | +657 | New |
| Sculati Wealth Management, LLC | 658 | $279.9K | 0.10% | 00.0% | Unchanged |
| SGL Investment Advisors, Inc. | 669 | $281.6K | 0.11% | +15+2.3% | Added |
| Wealthspire Advisors, LLC | 662 | $281.7K | 0.00% | −1,229−65.0% | Reduced |
| Advisor OS, LLC | 664 | $282.2K | 0.02% | +32+5.1% | Added |
| Targeted Financial Services LLC | 666 | $283.3K | 0.23% | 00.0% | Unchanged |
| Bank of Hawaii | 666 | $283.3K | 0.01% | −3,276−83.1% | Reduced |
| Cornerstone Wealth Management, LLC | 666 | $283.5K | 0.01% | +35+5.5% | Added |
| Koshinski Asset Management, Inc. | 667 | $283.8K | 0.02% | +107+19.1% | Added |
| Kingswood Wealth Advisors, LLC | 669 | $284.7K | 0.01% | +132+24.6% | Added |
| Romano Brothers and Company | 671 | $285.4K | 0.03% | −20−2.9% | Reduced |
| Phillips Wealth Planners LLC | 678 | $285.4K | 0.21% | −57−7.8% | Reduced |
| Elwood & Goetz Wealth Advisory Group, LLC | 672 | $285.8K | 0.05% | +40+6.3% | Added |
| Insigneo Advisory Services, LLC | 672 | $285.9K | 0.02% | −239−26.2% | Reduced |
| Occudo Quantitative Strategies LP | 663 | $285.9K | 0.02% | +663 | New |
| Essential Partners LLC | 673 | $286.3K | 0.10% | −242−26.4% | Reduced |
| Ashton Thomas Securities, LLC | 674 | $287.1K | 0.04% | +152+29.1% | Added |
| Burling Wealth Partners, LLC | 681 | $289.7K | 0.05% | −902−57.0% | Reduced |
| Chicago Trust Co NA | 683 | $290.5K | 0.05% | −128−15.8% | Reduced |
| Pure Financial Advisors, Inc. | 685 | $291.5K | 0.00% | +44+6.9% | Added |
| Heartland Bank & Trust Co | 688 | $292.6K | 0.07% | −66−8.8% | Reduced |
| FSM Wealth Advisors, LLC | 688 | $292.8K | 0.04% | −134−16.3% | Reduced |
| Innova Wealth Partners | 692 | $294.4K | 0.14% | +84+13.8% | Added |
| Brendel Financial Advisors LLC | 695 | $295.6K | 0.15% | −7,346−91.4% | Reduced |
| May Hill Capital, LLC | 695 | $295.6K | 0.07% | +21+3.1% | Added |
| Gen-Wealth Partners Inc | 695 | $295.7K | 0.09% | +22+3.3% | Added |
| Citizens Business Bank | 700 | $297.7K | 0.05% | 00.0% | Unchanged |
| PAX Financial Group, LLC | 700 | $297.8K | 0.05% | −198−22.0% | Reduced |
| Virtue Capital Management, LLC | 715 | $298.6K | 0.05% | +12+1.7% | Added |
| Financial Network Wealth Management LLC | 705 | $299.0K | 0.09% | −147−17.3% | Reduced |
| Traveka Wealth, LLC | 707 | $300.6K | 0.11% | +74+11.7% | Added |
| Convergence Financial, LLC | 707 | $300.8K | 0.03% | −379−34.9% | Reduced |
| LVM Capital Management Ltd | 707 | $301.0K | 0.03% | 00.0% | Unchanged |
| Caerus Investment Advisors, LLC | 709 | $301.6K | 0.13% | +709 | New |
| Northwest Bancshares, Inc. | 710 | $302.0K | 0.06% | 00.0% | Unchanged |
| Philadelphia Trust Co | 711 | $302.0K | 0.02% | 00.0% | Unchanged |
| Cove Private Wealth, LLC | 713 | $303.3K | 0.07% | +713 | New |
| AG Asset Advisory, LLC | 714 | $303.7K | 0.25% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 719 | $305.8K | 0.04% | −125−14.8% | Reduced |
| Elm3 Financial Group, LLC | 720 | $306.3K | 0.26% | −10−1.4% | Reduced |
| GenTrust, LLC | 721 | $306.7K | 0.01% | +721 | New |
| Gould Asset Management LLC | 725 | $308.2K | 0.05% | +143+24.6% | Added |
| Sound Financial Strategies Group, LLC | 727 | $309.2K | 0.21% | −501−40.8% | Reduced |
| Versant Capital Management, Inc | 729 | $310.1K | 0.03% | +81+12.5% | Added |
| Boston Private Wealth LLC | 738 | $313.5K | 0.02% | −89−10.8% | Reduced |
| Wilian Securities, LLC | 742 | $315.7K | 0.77% | +66+9.8% | Added |
| Curated Wealth Partners LLC | 744 | $316.5K | 0.04% | +203+37.5% | Added |
| Hardy Reed LLC | 744 | $316.5K | 0.02% | −70−8.6% | Reduced |
| Kapitalo Investimentos Ltda | 745 | $316.9K | 0.06% | +745 | New |
| Stokes Capital Advisors, LLC | 745 | $316.9K | 0.07% | +272+57.5% | Added |
| Cooper Financial Group | 745 | $317.0K | 0.03% | −97−11.5% | Reduced |
| Signature Estate & Investment Advisors LLC | 747 | $317.8K | 0.01% | +28+3.9% | Added |
| Burford Brothers, Inc. | 749 | $318.6K | 0.13% | −45−5.7% | Reduced |
| Meadow Creek Wealth Advisors LLC | 749 | $318.6K | 0.21% | +76+11.3% | Added |
| Violich Capital Management, Inc. | 750 | $319.0K | 0.04% | 00.0% | Unchanged |
| LB Partners LLC | 750 | $319.0K | 0.29% | 00.0% | Unchanged |
| Mirabaud & Cie SA | 751 | $319.4K | 0.13% | −4,660−86.1% | Reduced |
| City State Bank | 751 | $319.4K | 0.08% | −2−0.3% | Reduced |
| Sand Hill Global Advisors, LLC | 753 | $320.3K | 0.01% | +104+16.0% | Added |
| Hibernia Wealth Partners, LLC | 754 | $320.6K | 0.09% | +24+3.3% | Added |
| Clear Wave Wealth Management LLC | 754 | $320.7K | 0.08% | +754 | New |
| Busey Wealth Management | 754 | $320.7K | 0.01% | 00.0% | Unchanged |
| Compass Ion Advisors, LLC | 759 | $322.8K | 0.03% | +155+25.7% | Added |
| Capital Advisors, Ltd. LLC | 761 | $324.0K | 0.04% | −56−6.9% | Reduced |
| Emerald Advisers, LLC | 764 | $325.0K | 0.01% | 00.0% | Unchanged |
| Broadway Wealth Solutions, Inc. | 765 | $325.2K | 0.17% | +159+26.2% | Added |
| Beck Mack & Oliver LLC | 765 | $325.4K | 0.01% | 00.0% | Unchanged |
| Gainplan LLC | 765 | $325.4K | 0.24% | +4+0.5% | Added |
| Stembrook Asset Management, LLC | 766 | $325.8K | 0.32% | 00.0% | Unchanged |
| 55 North Private Wealth, LLC | 766 | $325.8K | 0.08% | −64−7.7% | Reduced |
| Petros Family Wealth, LLC | 769 | $327.1K | 0.23% | −732−48.8% | Reduced |
| Portus Wealth Advisors, LLC | 771 | $328.0K | 0.31% | +77+11.1% | Added |
| J.Safra Asset Management Corp | 773 | $328.8K | 0.02% | +614+386.2% | Added |
| TFR Capital, LLC. | 774 | $329.2K | 0.10% | +368+90.6% | Added |
| Destination Wealth Management | 776 | $330.1K | 0.01% | −21−2.6% | Reduced |
| Clark Capital Management Group, Inc. | 779 | $331.2K | 0.00% | +69+9.7% | Added |
| Apella Capital, LLC | 749 | $331.6K | 0.00% | +337+81.8% | Added |
| Abundance Wealth Counselors | 780 | $331.8K | 0.05% | +780 | New |
| Somerset Group LLC | 750 | $331.9K | 0.25% | 00.0% | Unchanged |
| TFC Financial Management | 782 | $332.6K | 0.04% | 00.0% | Unchanged |
| Sbe LLC Dba Cedar Cove Wealth Partners | 783 | $332.9K | 0.17% | −23−2.9% | Reduced |
| Mill Creek Capital Advisors, LLC | 786 | $334.3K | 0.01% | +45+6.1% | Added |
| Arthur M. Cohen & Associates, LLC | 787 | $334.6K | 0.06% | 00.0% | Unchanged |
| Avalon Trust Co | 788 | $335.2K | 0.02% | −58−6.9% | Reduced |
| Cache Advisors, LLC | 789 | $335.6K | 0.04% | 00.0% | Unchanged |
| Oslo Pensjonsforsikring AS | 790 | $336.0K | 0.05% | +790 | New |
| Moss Adams Wealth Advisors LLC | 796 | $338.6K | 0.02% | −203−20.3% | Reduced |
| Centerpoint Advisors, LLC | 797 | $339.0K | 0.11% | −60−7.0% | Reduced |
| SeaCrest Wealth Management, LLC | 798 | $339.4K | 0.04% | −318−28.5% | Reduced |
| Portside Wealth Group, LLC | 799 | $339.8K | 0.05% | −212−21.0% | Reduced |
| Dempze Nancy E | 800 | $340.3K | 0.19% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 802 | $341.1K | 0.05% | −25−3.0% | Reduced |
| Community Financial Services Group, LLC | 807 | $343.1K | 0.06% | +131+19.4% | Added |
| Channel Wealth LLC | 807 | $343.2K | 0.08% | +807 | New |
| Ethos Financial Group, LLC | 808 | $343.7K | 0.03% | +36+4.7% | Added |
| Modera Wealth Management, LLC | 809 | $344.3K | 0.00% | −85−9.5% | Reduced |
| Pekin Hardy Strauss, Inc. | 812 | $345.4K | 0.04% | −6−0.7% | Reduced |
| Investors Research Corp | 812 | $345.4K | 0.07% | +775+2,094.6% | Added |
| Goodman Advisory Group, LLC | 814 | $346.2K | 0.09% | +611+301.0% | Added |