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
- 2,126
- −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
- 769 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 |
|---|---|---|---|---|---|
| Catalyst Funds Management Pty Ltd | 4,985 | $2.12M | 0.36% | +4,025+419.3% | Added |
| Allworth Financial LP | 4,966 | $2.11M | 0.01% | +1,106+28.7% | Added |
| Stamos Capital Partners, L.P. | 4,949 | $2.11M | 0.33% | +1,741+54.3% | Added |
| Cumberland Partners Ltd | 4,941 | $2.10M | 0.16% | −88,299−94.7% | Reduced |
| Everence Capital Management Inc | 4,938 | $2.10M | 0.13% | +1,204+32.2% | Added |
| Smartleaf Asset Management LLC | 5,007 | $2.09M | 0.08% | −678−11.9% | Reduced |
| Chemistry Wealth Management LLC | 4,893 | $2.08M | 0.37% | 00.0% | Unchanged |
| Chicago Capital, LLC | 4,868 | $2.07M | 0.06% | −14,229−74.5% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 4,861 | $2.07M | 0.01% | −10,356−68.1% | Reduced |
| Resources Investment Advisors, LLC. | 4,800 | $2.04M | 0.02% | −621−11.5% | Reduced |
| Savvy Advisors, Inc. | 4,796 | $2.04M | 0.05% | +1,075+28.9% | Added |
| Perigon Wealth Management, LLC | 4,773 | $2.03M | 0.04% | +143+3.1% | Added |
| Chicago Partners Investment Group LLC | 4,503 | $2.02M | 0.05% | +2,101+87.5% | Added |
| Westerkirk Capital Inc. | 4,730 | $2.01M | 0.22% | −864−15.4% | Reduced |
| Marathon Wealth Advisors LLC | 4,701 | $2.00M | 0.82% | +154+3.4% | Added |
| Bey-Douglas LLC | 4,700 | $2.00M | 1.74% | +4,700 | New |
| Ridgecrest Wealth Partners, LLC | 4,664 | $1.98M | 1.09% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 4,631 | $1.97M | 0.04% | +30+0.7% | Added |
| Caliber Wealth Management, LLC | 4,624 | $1.97M | 0.22% | +1,297+39.0% | Added |
| TownSquare Capital, LLC | 4,622 | $1.97M | 0.44% | −54−1.2% | Reduced |
| Whitener Capital Management, Inc. | 4,613 | $1.96M | 0.45% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 4,605 | $1.96M | 0.09% | −252−5.2% | Reduced |
| Alaethes Wealth LLC | 4,598 | $1.96M | 0.56% | −10.0% | Reduced |
| NorthCrest Asset Manangement, LLC | 4,522 | $1.95M | 0.06% | +1,324+41.4% | Added |
| Syon Capital LLC | 4,577 | $1.95M | 0.10% | −25−0.5% | Reduced |
| Walleye Capital LLC | 4,576 | $1.95M | 0.01% | −21,794−82.6% | Reduced |
| MMBG Investment Advisors Co. | 4,575 | $1.95M | 0.18% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 4,568 | $1.94M | 0.26% | +27+0.6% | Added |
| Waterloo Capital, L.P. | 4,565 | $1.94M | 0.14% | −807−15.0% | Reduced |
| Platform Technology Partners | 4,560 | $1.94M | 0.37% | +352+8.4% | Added |
| First National Bank of Omaha | 4,587 | $1.93M | 0.06% | +3,387+282.3% | Added |
| GAM Holding AG | 4,538 | $1.93M | 0.17% | −4,453−49.5% | Reduced |
| Herold Advisors, Inc. | 4,535 | $1.93M | 0.42% | 00.0% | Unchanged |
| Wedmont Private Capital | 4,383 | $1.92M | 0.06% | −743−14.5% | Reduced |
| JPL Wealth Management, LLC | 4,503 | $1.92M | 0.44% | −22−0.5% | Reduced |
| PFG Advisors | 4,491 | $1.91M | 0.09% | +39+0.9% | Added |
| Zions Bancorporation, National Association | 4,401 | $1.87M | 0.12% | −5,577−55.9% | Reduced |
| Welch & Forbes LLC | 4,379 | $1.86M | 0.02% | −50−1.1% | Reduced |
| Cordatus Wealth Management LLC | 4,373 | $1.86M | 0.44% | −65−1.5% | Reduced |
| M&G Plc | 4,335 | $1.84M | 0.01% | −131−2.9% | Reduced |
| Broadwater Capital Management LLC | 3,520 | $1.84M | 1.37% | 00.0% | Unchanged |
| S-Bank Fund Management Ltd | 4,316 | $1.84M | 0.27% | −160−3.6% | Reduced |
| Rodgers Brothers Inc. | 4,315 | $1.84M | 0.21% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 4,308 | $1.83M | 0.01% | +1,308+43.6% | Added |
| Figure 8 Investment Strategies LLC | 4,299 | $1.83M | 1.79% | +2,314+116.6% | Added |
| Meiji Yasuda Life Insurance Co | 4,267 | $1.81M | 0.06% | −1,934−31.2% | Reduced |
| Tealwood Asset Management Inc | 4,250 | $1.81M | 0.82% | +930+28.0% | Added |
| Ceera Investments, LLC | 4,229 | $1.80M | 0.79% | −511−10.8% | Reduced |
| Argus Investors' Counsel, Inc. | 4,225 | $1.80M | 1.60% | +548+14.9% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 4,224 | $1.80M | 0.04% | −160,597−97.4% | Reduced |
| Aaron Wealth Advisors | 4,223 | $1.80M | 0.10% | −271−6.0% | Reduced |
| Qtron Investments LLC | 4,223 | $1.80M | 0.24% | 00.0% | Unchanged |
| Lederer & Associates Investment Counsel | 4,165 | $1.77M | 1.26% | −20−0.5% | Reduced |
| London & Capital Asset Management Ltd | 4,151 | $1.77M | 0.02% | −176−4.1% | Reduced |
| Excalibur Management Corp | 4,058 | $1.73M | 0.62% | −23−0.6% | Reduced |
| XTX Topco Ltd | 4,053 | $1.72M | 0.03% | −22,776−84.9% | Reduced |
| Decatur Capital Management, Inc. | 4,021 | $1.71M | 0.78% | −62−1.5% | Reduced |
| Peloton Wealth Strategists | 4,017 | $1.71M | 0.69% | −222−5.2% | Reduced |
| Spears Abacus Advisors LLC | 3,979 | $1.69M | 0.03% | −2,823−41.5% | Reduced |
| Davis R M Inc | 3,978 | $1.69M | 0.03% | −123−3.0% | Reduced |
| Quantitative Investment Management, LLC | 3,972 | $1.69M | 0.18% | −402−9.2% | Reduced |
| Ascent Group, LLC | 3,958 | $1.68M | 0.06% | −2,725−40.8% | Reduced |
| Prosperity Consulting Group, LLC | 3,955 | $1.68M | 0.07% | −494−11.1% | Reduced |
| Spire Wealth Management | 3,946 | $1.68M | 0.06% | −18−0.5% | Reduced |
| Parsons Capital Management Inc | 3,921 | $1.67M | 0.08% | −33−0.8% | Reduced |
| Private Trust Co NA | 3,916 | $1.67M | 0.15% | −87−2.2% | Reduced |
| Dorsey & Whitney Trust CO LLC | 3,902 | $1.66M | 0.09% | +663+20.5% | Added |
| Cypress Capital Group | 3,855 | $1.64M | 0.18% | −476−11.0% | Reduced |
| Gryphon Financial Partners LLC | 3,846 | $1.64M | 0.17% | +569+17.4% | Added |
| Valeo Financial Advisors, LLC | 3,845 | $1.64M | 0.04% | −1,220−24.1% | Reduced |
| Strategic Wealth Partners, Ltd. | 3,844 | $1.63M | 0.11% | +627+19.5% | Added |
| PEAK6 LLC | 3,838 | $1.63M | 0.05% | +3,837+383,700.0% | Added |
| Resurgent Financial Advisors LLC | 3,835 | $1.63M | 0.59% | +3,835 | New |
| Fortem Financial Group, LLC | 3,834 | $1.63M | 0.41% | +1,494+63.8% | Added |
| Hamilton Point Investment Advisors, LLC | 3,808 | $1.62M | 0.25% | 00.0% | Unchanged |
| Fiduciary Family Office, LLC | 3,806 | $1.62M | 0.46% | +2,611+218.5% | Added |
| Fiduciary Alliance LLC | 3,756 | $1.62M | 0.10% | +2,547+210.7% | Added |
| Lighthouse Financial Services Inc | 3,779 | $1.61M | 0.36% | +213+6.0% | Added |
| Annandale Capital, LLC | 3,777 | $1.61M | 0.26% | +3,777 | New |
| Guyasuta Investment Advisors Inc | 3,774 | $1.61M | 0.09% | −2−0.1% | Reduced |
| Horizon Kinetics Asset Management LLC | 3,750 | $1.60M | 0.02% | −528−12.3% | Reduced |
| Foundations Investment Advisors, LLC | 3,750 | $1.60M | 0.02% | −252−6.3% | Reduced |
| Investment House LLC | 3,735 | $1.59M | 0.08% | +3,735 | New |
| BKM Wealth Management, LLC | 3,700 | $1.57M | 0.57% | +956+34.8% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,678 | $1.56M | 0.03% | −1,584−30.1% | Reduced |
| Jacobi Capital Management LLC | 3,668 | $1.56M | 0.09% | +222+6.4% | Added |
| Westpac Banking Corp | 3,647 | $1.55M | 0.11% | +31+0.9% | Added |
| American Trust | 3,637 | $1.55M | 0.14% | −19−0.5% | Reduced |
| Ayrshire Capital Management LLC | 3,637 | $1.55M | 0.80% | +2,614+255.5% | Added |
| Triad Investment Management | 3,632 | $1.54M | 1.82% | +3,075+552.1% | Added |
| Leo Wealth, LLC | 3,610 | $1.54M | 0.11% | −236−6.1% | Reduced |
| Waterway Wealth Management, LLC | 3,607 | $1.53M | 0.34% | +1,636+83.0% | Added |
| Virtus Investment Advisers, Inc. | 3,603 | $1.53M | 0.42% | +3,603 | New |
| Madison Asset Management, LLC | 3,600 | $1.53M | 0.02% | +221+6.5% | Added |
| Baker Avenue Asset Management, LP | 3,597 | $1.53M | 0.03% | +1,314+57.6% | Added |
| WealthPlan Investment Management, LLC | 3,570 | $1.52M | 0.08% | −2,358−39.8% | Reduced |
| Nicholson Wealth Management Group, LLC | 3,569 | $1.52M | 0.89% | +86+2.5% | Added |
| Trust Asset Management LLC | 3,533 | $1.50M | 0.11% | 00.0% | Unchanged |
| Sandro Wealth Management LLC | 3,519 | $1.50M | 1.20% | +124+3.7% | Added |
| Exchange Traded Concepts, LLC | 3,517 | $1.50M | 0.01% | −628−15.2% | Reduced |