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 |
|---|---|---|---|---|---|
| Fosun International Ltd | 1,245 | $529.5K | 0.13% | +260+26.4% | Added |
| Beacon Bridge Wealth Partners, LLC | 1,246 | $530.1K | 0.18% | +143+13.0% | Added |
| Permanens Capital L.P. | 1,251 | $532.1K | 0.07% | +1,251 | New |
| WealthPLAN Partners, LLC | 1,253 | $533.0K | 0.10% | −875−41.1% | Reduced |
| Allegiance Financial Group Advisory Services LLC | 1,254 | $533.4K | 0.11% | +1,254 | New |
| Mayflower Financial Advisors, LLC | 1,254 | $533.5K | 0.06% | +76+6.5% | Added |
| YHB Investment Advisors, Inc. | 1,256 | $534.2K | 0.04% | +1,256 | New |
| United Community Bank | 1,258 | $535.1K | 0.18% | +375+42.5% | Added |
| Carnegie Capital Asset Management, LLC | 1,259 | $535.5K | 0.01% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 1,268 | $539.5K | 0.03% | +4+0.3% | Added |
| Meadowbrook Advisors Group, LLC | 1,285 | $546.6K | 0.32% | 00.0% | Unchanged |
| Trueblood Wealth Management, LLC | 1,290 | $548.8K | 0.21% | −43−3.2% | Reduced |
| Lighthouse Investment Partners, LLC | 1,292 | $549.5K | 0.02% | +1,292 | New |
| Symphony Financial, Ltd. Co. | 1,303 | $551.7K | 0.07% | +756+138.2% | Added |
| SageView Advisory Group, LLC | 1,299 | $552.4K | 0.02% | −77−5.6% | Reduced |
| Michael B. Yongue | 1,299 | $552.5K | 0.40% | 00.0% | Unchanged |
| Factorial Partners, LLC | 1,300 | $552.9K | 0.40% | −4,200−76.4% | Reduced |
| Blue Sparrow, LLC | 1,300 | $552.9K | 0.01% | −2,600−66.7% | Reduced |
| Royal Capital Wealth Management, LLC | 1,300 | $552.9K | 0.34% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 1,304 | $554.7K | 0.01% | −35−2.6% | Reduced |
| Dimension Capital Management LLC | 1,307 | $556.3K | 0.08% | −710−35.2% | Reduced |
| Formidable Asset Management, LLC | 1,309 | $556.8K | 0.09% | −46−3.4% | Reduced |
| Townsend Asset Management Corp | 1,317 | $560.0K | 0.20% | +190+16.9% | Added |
| South Dakota Investment Council | 1,320 | $561.0K | 0.01% | +1,320 | New |
| Argos Wealth Advisors, LLC | 1,340 | $570.0K | 0.16% | −65−4.6% | Reduced |
| Interchange Capital Partners, LLC | 1,142 | $573.0K | 0.18% | +70+6.5% | Added |
| Beese Fulmer Investment Management, Inc. | 1,349 | $573.8K | 0.04% | +1,349 | New |
| Kepler Cheuvreux (Suisse) SA | 1,350 | $574.2K | 0.04% | −2,373−63.7% | Reduced |
| Balentine LLC | 1,355 | $576.3K | 0.02% | +1,355 | New |
| B.O.S.S. Retirement Advisors, LLC | 1,365 | $580.7K | 0.18% | −377−21.6% | Reduced |
| Change Path, LLC | 1,370 | $583.0K | 0.01% | −254−15.6% | Reduced |
| Hoxton Planning & Management, LLC | 1,375 | $584.8K | 0.18% | −133−8.8% | Reduced |
| Chapin Davis, Inc. | 1,384 | $588.7K | 0.13% | −5−0.4% | Reduced |
| Waldron Private Wealth LLC | 1,388 | $590.4K | 0.02% | −8−0.6% | Reduced |
| Frec Markets, Inc. | 1,398 | $594.6K | 0.10% | −458−24.7% | Reduced |
| Red Door Wealth Management, LLC | 1,398 | $594.6K | 0.06% | +268+23.7% | Added |
| Bridgewater Advisors Inc. | 1,476 | $600.2K | 0.04% | −457−23.6% | Reduced |
| Larson Financial Group LLC | 1,413 | $601.0K | 0.02% | +35+2.5% | Added |
| Elevated Capital Advisors, LLC | 1,414 | $601.4K | 0.15% | +106+8.1% | Added |
| Dara Capital US, Inc. | 1,424 | $605.7K | 0.57% | +29+2.1% | Added |
| Conning Inc. | 1,426 | $606.5K | 0.02% | −211−12.9% | Reduced |
| Little House Capital LLC | 1,428 | $607.4K | 0.16% | +3+0.2% | Added |
| Harbour Wealth Management Group, Inc. | 1,433 | $609.7K | 0.46% | +280+24.3% | Added |
| Prudent Man Advisors, LLC | 1,440 | $612.5K | 0.18% | +466+47.8% | Added |
| U.S. Capital Wealth Advisors, LLC | 1,444 | $614.2K | 0.02% | +136+10.4% | Added |
| TCG Advisory Services, LLC | 1,444 | $614.2K | 0.02% | +43+3.1% | Added |
| Founders Financial Securities LLC | 1,453 | $616.5K | 0.03% | −345−19.2% | Reduced |
| Caldwell Trust Co | 1,451 | $617.2K | 0.06% | +59+4.2% | Added |
| Meridian Wealth Partners, LLC | 1,454 | $618.6K | 0.08% | −318−17.9% | Reduced |
| Spirepoint Private Client, LLC | 1,461 | $621.5K | 0.06% | −248−14.5% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,463 | $622.2K | 0.26% | −281−16.1% | Reduced |
| Jacobsen Capital Management | 1,475 | $627.4K | 0.21% | −126−7.9% | Reduced |
| Trust Point Inc. | 1,476 | $627.8K | 0.05% | −114−7.2% | Reduced |
| Capital Performance Advisors LLP | 1,478 | $628.5K | 0.04% | +945+177.3% | Added |
| Bayesian Capital Management, LP | 1,478 | $628.7K | 0.77% | +1,478 | New |
| Harbour Investments, Inc. | 1,478 | $628.8K | 0.01% | +489+49.4% | Added |
| Values First Advisors, Inc. | 1,480 | $629.4K | 0.33% | −733−33.1% | Reduced |
| Naples Global Advisors, LLC | 1,480 | $629.5K | 0.05% | −866−36.9% | Reduced |
| WSFS Capital Management, LLC | 1,481 | $629.9K | 0.03% | +41+2.8% | Added |
| J.W. Cole Advisors, Inc. | 1,489 | $633.4K | 0.02% | +219+17.2% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 1,495 | $635.9K | 0.03% | −9−0.6% | Reduced |
| Alteri Wealth LLC | 1,497 | $636.9K | 0.21% | +52+3.6% | Added |
| Aventura Private Wealth, LLC | 1,501 | $638.2K | 0.23% | −43−2.8% | Reduced |
| Opal Wealth Advisors, LLC | 1,507 | $641.0K | 0.14% | −62−4.0% | Reduced |
| Avidian Wealth Solutions, LLC | 1,509 | $641.9K | 0.02% | +894+145.4% | Added |
| Seeds Investor LLC | 1,510 | $642.2K | 0.09% | −513−25.4% | Reduced |
| Nova R Wealth, Inc. | 1,518 | $645.5K | 0.21% | +10+0.7% | Added |
| First Bank & Trust | 1,520 | $646.5K | 0.10% | −657−30.2% | Reduced |
| Conestoga Capital Advisors, LLC | 1,521 | $646.9K | 0.01% | 00.0% | Unchanged |
| New Hampshire Trust | 1,526 | $649.1K | 0.13% | +43+2.9% | Added |
| Sendero Wealth Management, LLC | 1,528 | $649.9K | 0.07% | +1,528 | New |
| Impact Partnership Wealth, LLC | 1,531 | $651.2K | 0.08% | +21+1.4% | Added |
| Kames Capital plc | 1,535 | $652.8K | 0.01% | +100+7.0% | Added |
| Militia Capital Management LLC | 1,545 | $657.1K | 0.15% | +1,545 | New |
| National Philanthropic Trust | 1,549 | $658.9K | 0.01% | −184−10.6% | Reduced |
| Ebert Capital Management Inc. | 1,552 | $660.1K | 0.67% | +233+17.7% | Added |
| Focused Alpha, LLC | 1,555 | $661.3K | 0.20% | −151−8.9% | Reduced |
| Fortis Capital Management LLC | 1,561 | $663.9K | 0.09% | −96−5.8% | Reduced |
| Ticino Wealth | 1,462 | $665.7K | 0.23% | +564+62.8% | Added |
| SFM, LLC | 1,568 | $666.9K | 0.40% | +5+0.3% | Added |
| Capital Advisors Inc | 1,569 | $667.5K | 0.01% | +253+19.2% | Added |
| IHT Wealth Management, LLC | 1,569 | $667.5K | 0.02% | −18−1.1% | Reduced |
| Moseley Investment Management Inc | 1,574 | $669.3K | 0.21% | 00.0% | Unchanged |
| Cambria Investment Management, L.P. | 1,581 | $672.5K | 0.04% | +317+25.1% | Added |
| Invera Wealth Advisors, LLC | 1,582 | $672.9K | 0.43% | −117−6.9% | Reduced |
| Sky Investment Group LLC | 1,583 | $673.3K | 0.12% | +1,583 | New |
| Cozad Asset Management Inc | 1,587 | $675.0K | 0.05% | −1,242−43.9% | Reduced |
| BSW Wealth Partners | 1,590 | $676.3K | 0.08% | −340−17.6% | Reduced |
| Keebeck Wealth Management, LLC | 1,596 | $678.8K | 0.08% | −1,091−40.6% | Reduced |
| Valicenti Advisory Services Inc | 1,600 | $681.0K | 0.15% | 00.0% | Unchanged |
| Goldstone Financial Group, LLC | 1,605 | $682.5K | 0.07% | −14−0.9% | Reduced |
| Northside Capital Management, LLC | 1,608 | $683.9K | 0.06% | −248−13.4% | Reduced |
| ClearAlpha Technologies LP | 1,611 | $685.2K | 1.41% | +1,611 | New |
| CWA Asset Management Group, LLC | 1,611 | $685.3K | 0.02% | −523−24.5% | Reduced |
| Hancock Whitney Corp | 1,592 | $686.4K | 0.01% | +67+4.4% | Added |
| CM Wealth Advisors LLC | 1,617 | $687.8K | 0.15% | −76−4.5% | Reduced |
| Canandaigua National Corp | 1,620 | $689.1K | 0.06% | +1,620 | New |
| Voya Financial Advisors, Inc. | 1,699 | $690.2K | 0.07% | −80−4.5% | Reduced |
| RiverPark Advisors, LLC | 1,625 | $691.2K | 0.25% | −115−6.6% | Reduced |
| Capital Investment Advisors, LLC | 1,630 | $693.2K | 0.01% | −171−9.5% | Reduced |