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 |
|---|---|---|---|---|---|
| Safeguard Investment Advisory Group, LLC | 990 | $421.0K | 0.12% | −11−1.1% | Reduced |
| Private Wealth Asset Management, LLC | 990 | $421.1K | 0.05% | −1−0.1% | Reduced |
| Cromwell Holdings LLC | 993 | $422.4K | 0.24% | +6+0.6% | Added |
| Center for Financial Planning, Inc. | 993 | $422.4K | 0.04% | +128+14.8% | Added |
| Concord Asset Management, LLC | 994 | $422.9K | 0.07% | +60+6.4% | Added |
| SmartHarvest Portfolios, LLC | 1,004 | $427.1K | 0.18% | −418−29.4% | Reduced |
| Childress Capital Advisors, LLC | 1,005 | $427.5K | 0.08% | −29−2.8% | Reduced |
| Ameliora Wealth Management Ltd. | 1,007 | $428.3K | 0.14% | −82−7.5% | Reduced |
| Defiance ETFs, LLC | 1,007 | $428.3K | 0.01% | +1,007 | New |
| 1776 Wealth LLC | 1,011 | $430.0K | 0.17% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 1,014 | $431.3K | 0.05% | 00.0% | Unchanged |
| Alhambra Investment Partners LLC | 1,014 | $431.3K | 0.20% | +128+14.4% | Added |
| Applied Capital LLC | 1,017 | $432.6K | 0.31% | 00.0% | Unchanged |
| Regent Peak Wealth Advisors LLC | 1,018 | $433.0K | 0.09% | −19−1.8% | Reduced |
| Gateway Wealth Partners, LLC | 1,019 | $433.4K | 0.02% | +1,019 | New |
| Smith Shellnut Wilson LLC | 1,021 | $434.3K | 0.19% | −25−2.4% | Reduced |
| First National Bank & Trust Co of Newtown | 1,025 | $436.0K | 0.09% | 00.0% | Unchanged |
| Evelyn Partners Investment Management (Europe) Ltd | 1,027 | $436.8K | 0.15% | 00.0% | Unchanged |
| Centiva Capital, LP | 1,029 | $437.7K | 0.02% | +1,029 | New |
| Prestige Wealth Management Group LLC | 1,029 | $437.7K | 0.09% | +83+8.8% | Added |
| Winthrop Capital Management, LLC | 1,031 | $439.0K | 0.11% | +64+6.6% | Added |
| Gallagher Fiduciary Advisors, LLC | 1,033 | $439.3K | 0.02% | +6+0.6% | Added |
| Rosenblum Silverman Sutton S F Inc | 1,035 | $440.1K | 0.12% | 00.0% | Unchanged |
| Fiduciary Group LLC | 1,037 | $441.1K | 0.04% | +3+0.3% | Added |
| CoreFirst Bank & Trust | 1,040 | $442.4K | 0.23% | 00.0% | Unchanged |
| Flywheel Private Wealth LLC | 1,040 | $442.4K | 0.25% | +600+136.4% | Added |
| Argyle Capital Partners, LLC | 1,046 | $444.9K | 0.32% | +78+8.1% | Added |
| Legacy Capital Wealth Management, LLC | 1,049 | $446.2K | 0.26% | −27−2.5% | Reduced |
| New Republic Capital, LLC | 1,050 | $446.8K | 0.15% | −279−21.0% | Reduced |
| Optimize Financial Inc | 1,052 | $447.5K | 0.22% | +202+23.8% | Added |
| S.A. Mason LLC | 1,052 | $447.5K | 0.17% | +1,052 | New |
| Plotkin Financial Advisors, LLC | 1,057 | $449.6K | 0.23% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 1,058 | $450.0K | 0.00% | −79−6.9% | Reduced |
| Headinvest, LLC | 1,059 | $450.4K | 0.09% | +5+0.5% | Added |
| Stratos Wealth Advisors, LLC | 1,060 | $450.9K | 0.03% | −15−1.4% | Reduced |
| Empirical Asset Management, LLC | 1,065 | $453.2K | 0.12% | +1,065 | New |
| Ausdal Financial Partners, Inc. | 1,066 | $453.6K | 0.02% | +494+86.4% | Added |
| Ameritas Advisory Services, LLC | 1,070 | $455.0K | 0.02% | −120−10.1% | Reduced |
| Shulman DeMeo Asset Management LLC | 1,070 | $455.2K | 0.10% | −8−0.7% | Reduced |
| Verdence Capital Advisors LLC | 1,073 | $456.4K | 0.03% | +11+1.0% | Added |
| Prelude Capital Management, LLC | 1,074 | $456.8K | 0.04% | +687+177.5% | Added |
| Venture Visionary Partners LLC | 1,075 | $457.2K | 0.02% | −24−2.2% | Reduced |
| TRB Wealth Management, LLC | 1,075 | $457.2K | 0.06% | +1,075 | New |
| West Family Investments, Inc. | 1,076 | $457.7K | 0.16% | −19−1.7% | Reduced |
| Sym Financial Corp | 1,083 | $460.6K | 0.05% | +1,083 | New |
| Perpetual Ltd | 1,086 | $461.9K | 0.01% | +197+22.2% | Added |
| Mutual Advisors, LLC | 1,086 | $462.0K | 0.01% | −95−8.0% | Reduced |
| Fulton Bank, N.A. | 1,094 | $465.3K | 0.02% | +15+1.4% | Added |
| Fukoku Mutual Life Insurance Co | 1,094 | $465.3K | 0.03% | 00.0% | Unchanged |
| Cidel Asset Management Inc | 1,095 | $465.8K | 0.03% | +292+36.4% | Added |
| Permanent Capital Management, LP | 1,082 | $466.6K | 0.07% | −585−35.1% | Reduced |
| Barr E S & Co | 1,100 | $467.9K | 0.03% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 1,113 | $473.4K | 0.16% | +658+144.6% | Added |
| Indivisible Partners | 1,124 | $478.0K | 0.04% | −1,280−53.2% | Reduced |
| Embree Financial Group | 1,124 | $478.3K | 0.06% | +34+3.1% | Added |
| Optas, LLC | 1,126 | $478.9K | 0.07% | −16−1.4% | Reduced |
| Atlas Legacy Advisors, LLC | 1,128 | $479.8K | 0.09% | −325−22.4% | Reduced |
| Peck Wealth Management, LLC | 1,132 | $481.5K | 0.48% | −100−8.1% | Reduced |
| Ar Asset Management Inc | 1,133 | $482.0K | 0.09% | +1,133 | New |
| Woodstock Corp | 1,137 | $483.6K | 0.04% | −12−1.0% | Reduced |
| Level Four Advisory Services, LLC | 1,146 | $487.4K | 0.02% | +24+2.1% | Added |
| EJMK Ventures LLC | 1,149 | $488.8K | 0.27% | −558−32.7% | Reduced |
| Howard Capital Management Inc. | 1,155 | $491.3K | 0.01% | −1,124−49.3% | Reduced |
| Sigma Planning Corp | 1,156 | $491.9K | 0.01% | +81+7.5% | Added |
| Basecamp Wealth Advisors LLC | 1,159 | $493.0K | 0.10% | +8+0.7% | Added |
| Thompson Siegel & Walmsley LLC | 1,161 | $494.0K | 0.01% | +1,161 | New |
| Angeles Wealth Management, LLC | 1,162 | $494.2K | 0.03% | +140+13.7% | Added |
| Jericho Financial, LLP | 1,165 | $495.3K | 0.31% | −195−14.3% | Reduced |
| E Fund Management Co., Ltd. | 1,166 | $495.9K | 0.01% | +1,166 | New |
| National Wealth Management Group, LLC | 1,166 | $496.1K | 0.18% | −214−15.5% | Reduced |
| Xxi Wealth, LLC | 1,172 | $498.5K | 0.28% | −274−18.9% | Reduced |
| Paulson Wealth Management Inc. | 1,172 | $498.5K | 0.12% | 00.0% | Unchanged |
| waypoint wealth counsel | 1,180 | $501.9K | 0.26% | +1,180 | New |
| QTR Family Wealth, LLC | 1,182 | $502.5K | 0.21% | +1,182 | New |
| Harfst & Associates, Inc. | 1,185 | $503.8K | 0.09% | −1,845−60.9% | Reduced |
| AssuredPartners Investment Advisors, LLC | 1,162 | $504.4K | 0.05% | −529−31.3% | Reduced |
| Johnson Financial Group, Inc. | 1,187 | $504.9K | 0.02% | +73+6.6% | Added |
| Concord Wealth Partners | 1,194 | $507.7K | 0.07% | +68+6.0% | Added |
| Natural Investments, LLC | 1,196 | $508.0K | 0.13% | +2+0.2% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 1,200 | $510.4K | 0.21% | −1,400−53.8% | Reduced |
| Signet Investment Advisory Group, Inc. | 1,200 | $510.5K | 0.23% | 00.0% | Unchanged |
| Quotient Wealth Partners, LLC | 1,204 | $511.9K | 0.01% | −217−15.3% | Reduced |
| Nicholas Hoffman & Company, LLC. | 1,204 | $512.1K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,205 | $512.5K | 0.04% | −159−11.7% | Reduced |
| Mesirow Financial Investment Management, Inc. | 1,206 | $513.3K | 0.01% | +114+10.4% | Added |
| Westwood Holdings Group Inc. | 1,214 | $516.4K | 0.00% | 00.0% | Unchanged |
| Legacy Capital Wealth Partners, LLC | 1,215 | $516.9K | 0.11% | −10−0.8% | Reduced |
| Gilpin Wealth Management, LLC | 1,216 | $517.2K | 0.41% | +27+2.3% | Added |
| HighPoint Advisor Group LLC | 1,219 | $518.6K | 0.02% | −4,695−79.4% | Reduced |
| Cushing Capital Partners, LLC | 1,227 | $522.0K | 0.40% | +1,227 | New |
| Ducere Wealth Management LLC | 1,228 | $522.3K | 0.21% | +224+22.3% | Added |
| Joule Financial, LLC | 1,233 | $524.4K | 0.15% | 00.0% | Unchanged |
| Ferguson Wellman Capital Management, Inc | 1,233 | $524.4K | 0.01% | +18+1.5% | Added |
| Knightsbridge Asset Management, LLC | 1,234 | $524.9K | 0.07% | +1,234 | New |
| First Affirmative Financial Network | 1,235 | $525.2K | 0.20% | +1,235 | New |
| Heritage Trust Co | 1,236 | $525.7K | 0.05% | 00.0% | Unchanged |
| Alta Advisers Ltd | 1,237 | $526.1K | 0.19% | 00.0% | Unchanged |
| Kendall Capital Management | 1,241 | $527.8K | 0.11% | −20−1.6% | Reduced |
| Norden Group LLC | 1,242 | $528.7K | 0.05% | −107−7.9% | Reduced |
| West Michigan Advisors, LLC | 1,244 | $529.3K | 0.12% | +312+33.5% | Added |