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 |
|---|---|---|---|---|---|
| GSG Advisors LLC | 2,390 | $1.02M | 0.26% | +59+2.5% | Added |
| MEMBERS Trust Co | 2,383 | $1.01M | 0.03% | −5−0.2% | Reduced |
| Everhart Financial Group, Inc. | 2,372 | $1.01M | 0.09% | −1,429−37.6% | Reduced |
| Camden Capital, LLC | 2,365 | $1.01M | 0.07% | +143+6.4% | Added |
| Circle Wealth Management, LLC | 2,358 | $1.00M | 0.01% | +782+49.6% | Added |
| Premier Path Wealth Partners, LLC | 2,352 | $1.00M | 0.13% | +199+9.2% | Added |
| Shepherd Financial Partners LLC | 2,335 | $993.3K | 0.09% | −67−2.8% | Reduced |
| AlTi Global, Inc. | 2,328 | $990.2K | 0.02% | −613−20.8% | Reduced |
| Smart Money Group LLC | 2,300 | $978.2K | 0.28% | +150+7.0% | Added |
| Aso Group Ltd | 2,299 | $978.0K | 0.41% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 2,297 | $977.0K | 0.12% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 2,291 | $974.5K | 0.12% | +1,609+235.9% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,290 | $973.9K | 0.04% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 2,280 | $969.0K | 0.01% | −51−2.2% | Reduced |
| My Purposeful Wealth Corp. | 2,267 | $964.4K | 0.23% | −6−0.3% | Reduced |
| Procyon Private Wealth Partners, LLC | 2,265 | $963.3K | 0.05% | −178−7.3% | Reduced |
| Tulsa Wealth Advisors, INC | 2,258 | $960.2K | 0.17% | −880−28.0% | Reduced |
| Limestone Investment Advisors LP | 2,250 | $957.0K | 0.47% | +450+25.0% | Added |
| Legacy Wealth Asset Management, LLC | 2,246 | $955.3K | 0.23% | +43+2.0% | Added |
| Institute for Wealth Management, LLC. | 2,242 | $953.7K | 0.10% | −15−0.7% | Reduced |
| Pinebridge Investments LLC | 2,241 | $953.2K | 0.01% | −42,954−95.0% | Reduced |
| Guilbault Capital LLC | 2,240 | $952.8K | 1.04% | 00.0% | Unchanged |
| Meyer Handelman Co | 2,235 | $950.6K | 0.03% | −755−25.3% | Reduced |
| GTS Securities LLC | 2,225 | $946.4K | 0.03% | −2,142−49.0% | Reduced |
| Thrive Wealth Management, LLC | 2,212 | $941.0K | 0.14% | −422−16.0% | Reduced |
| Sun Financial Inc | 2,326 | $939.4K | 0.47% | +81+3.6% | Added |
| Hartford Funds Management Co LLC | 2,203 | $937.7K | 0.08% | +812+58.4% | Added |
| Lincoln Capital LLC | 2,210 | $936.9K | 0.18% | −57−2.5% | Reduced |
| CastleKnight Management LP | 2,200 | $935.7K | 0.04% | +2,200 | New |
| Summit Wealth Group LLC | 2,189 | $931.2K | 0.10% | +157+7.7% | Added |
| Tandem Capital Management Corp | 2,177 | $926.0K | 0.46% | +2,177 | New |
| Congress Asset Management Co | 2,174 | $924.5K | 0.01% | −185−7.8% | Reduced |
| Barlow Wealth Partners, Inc. | 2,085 | $922.8K | 0.10% | +4+0.2% | Added |
| Allred Capital Management, LLC | 2,163 | $920.0K | 0.34% | +26+1.2% | Added |
| StoneX Group Inc. | 2,163 | $920.0K | 0.05% | −2,807−56.5% | Reduced |
| Venturi Wealth Management, LLC | 2,151 | $914.3K | 0.04% | +220+11.4% | Added |
| Shelton Capital Management | 2,142 | $911.1K | 0.02% | −559−20.7% | Reduced |
| Flputnam Investment Management Co | 2,142 | $911.1K | 0.01% | −271−11.2% | Reduced |
| Crestmont Private Wealth LLC | 2,137 | $909.0K | 0.29% | +299+16.3% | Added |
| Sovereign's Capital Management, LLC | 2,122 | $902.6K | 0.66% | +558+35.7% | Added |
| IFP Advisors, Inc | 2,109 | $897.0K | 0.02% | +169+8.7% | Added |
| AdvisorNet Financial, Inc | 2,106 | $895.8K | 0.05% | −142−6.3% | Reduced |
| VestGen Advisors, LLC | 2,107 | $893.8K | 0.03% | −2,614−55.4% | Reduced |
| Okabena Investment Services Inc | 2,101 | $893.6K | 0.17% | −435−17.2% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 2,099 | $892.8K | 0.25% | +2,099 | New |
| Harbor Investment Advisory, LLC | 2,063 | $877.5K | 0.07% | −1,074−34.2% | Reduced |
| Cary Street Partners Financial LLC | 2,059 | $875.8K | 0.02% | +44+2.2% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 2,053 | $873.2K | 0.06% | +939+84.3% | Added |
| Ironwood Investment Counsel, LLC | 2,050 | $872.1K | 0.13% | −109−5.0% | Reduced |
| Boit C F David | 2,050 | $871.9K | 0.39% | +1,350+192.9% | Added |
| Ironwood Investment Management LLC | 2,049 | $871.5K | 0.36% | −101−4.7% | Reduced |
| Jump Financial, LLC | 2,043 | $869.0K | 0.01% | −4,846−70.3% | Reduced |
| TritonPoint Partners, LLC | 2,040 | $867.7K | 0.32% | +726+55.3% | Added |
| One Wealth Advisors, LLC | 2,033 | $864.7K | 0.11% | +250+14.0% | Added |
| Colonial Trust Co | 2,022 | $860.2K | 0.12% | −162−7.4% | Reduced |
| Confluence Wealth Services, Inc. | 2,018 | $858.0K | 0.03% | +34+1.7% | Added |
| Foster Group, Inc. | 2,017 | $857.9K | 0.03% | −77−3.7% | Reduced |
| SlateStone Wealth, LLC | 2,010 | $855.0K | 0.07% | +118+6.2% | Added |
| Paragon Private Wealth Management, LLC | 2,007 | $853.8K | 0.27% | +16+0.8% | Added |
| Ancora Advisors, LLC | 2,004 | $852.5K | 0.02% | +1,729+628.7% | Added |
| Cooke Wealth Management, LLC | 2,000 | $850.7K | 0.75% | 00.0% | Unchanged |
| Silverberg Bernstein Capital Management LLC | 2,000 | $850.7K | 0.47% | 00.0% | Unchanged |
| R Squared Ltd | 2,000 | $850.7K | 0.47% | +1,109+124.5% | Added |
| Tiaa Trust, National Association | 1,993 | $847.7K | 0.05% | −54,982−96.5% | Reduced |
| National Asset Management, Inc. | 2,026 | $846.0K | 0.05% | −520−20.4% | Reduced |
| Parcion Private Wealth LLC | 1,986 | $844.7K | 0.05% | +1,986 | New |
| Beverly Hills Private Wealth, LLC | 1,985 | $844.4K | 0.14% | −141−6.6% | Reduced |
| Jefferies Financial Group Inc. | 1,985 | $844.3K | 0.01% | +879+79.5% | Added |
| PDS Planning, Inc | 1,980 | $842.2K | 0.06% | +145+7.9% | Added |
| Gateway Investment Advisers LLC | 1,975 | $840.0K | 0.01% | −16,994−89.6% | Reduced |
| Guardian Wealth Advisors, LLC | 1,963 | $835.0K | 0.48% | +132+7.2% | Added |
| LVW Advisors, LLC | 1,963 | $834.9K | 0.08% | −2,009−50.6% | Reduced |
| Oak Harbor Wealth Partners, LLC | 1,955 | $831.5K | 0.19% | +267+15.8% | Added |
| Outlook Wealth Advisors, LLC | 1,955 | $831.4K | 0.20% | 00.0% | Unchanged |
| Douglas Lane & Associates, LLC | 1,952 | $830.2K | 0.01% | +385+24.6% | Added |
| Sentinus, LLC | 1,950 | $829.4K | 0.07% | +1,478+313.1% | Added |
| Pflug Koory, LLC | 1,941 | $825.6K | 0.38% | 00.0% | Unchanged |
| Barden Capital Management, Inc. | 1,936 | $823.5K | 0.70% | −1,533−44.2% | Reduced |
| Manning & Napier Advisors LLC | 1,926 | $819.2K | 0.01% | −170,283−98.9% | Reduced |
| Tobam | 1,920 | $817.0K | 0.21% | +572+42.4% | Added |
| Rehmann Capital Advisory Group | 1,910 | $813.0K | 0.04% | +6+0.3% | Added |
| SHP Wealth Management | 1,908 | $811.8K | 0.06% | −313−14.1% | Reduced |
| Polymer Capital Management (HK) LTD | 1,908 | $811.5K | 0.11% | +1,497+364.2% | Added |
| Harrell Investment Partners, LLC | 1,901 | $808.8K | 0.19% | +882+86.6% | Added |
| PCM Encore, LLC | 1,897 | $807.0K | 0.17% | −12−0.6% | Reduced |
| Legacy Financial Advisors, Inc. | 1,892 | $804.9K | 0.11% | +520+37.9% | Added |
| Richard W. Paul & Associates, LLC | 1,875 | $797.6K | 0.27% | −11−0.6% | Reduced |
| Golden State Equity Partners | 1,874 | $797.5K | 0.06% | −1,044−35.8% | Reduced |
| Orrstown Financial Services Inc | 1,862 | $792.0K | 0.13% | −132−6.6% | Reduced |
| Baron Wealth Management LLC | 1,860 | $791.3K | 0.24% | +12+0.6% | Added |
| Moors & Cabot, Inc. | 1,855 | $788.9K | 0.03% | +99+5.6% | Added |
| Washington Trust Bank | 1,848 | $786.0K | 0.06% | −40−2.1% | Reduced |
| Trillium Asset Management, LLC | 1,835 | $780.0K | 0.03% | −3−0.2% | Reduced |
| Radnor Capital Management, LLC | 1,818 | $773.3K | 0.11% | 00.0% | Unchanged |
| Lafayette Investments, Inc. | 1,813 | $771.1K | 0.16% | +698+62.6% | Added |
| Forefront Wealth Partners, LLC | 1,791 | $761.8K | 0.32% | +3+0.2% | Added |
| Aprio Wealth Management, LLC | 1,789 | $761.1K | 0.04% | −118−6.2% | Reduced |
| ICW Investment Advisors LLC | 1,775 | $754.9K | 0.27% | +232+15.0% | Added |
| Fidelis Capital Partners, LLC | 1,757 | $747.3K | 0.05% | −588−25.1% | Reduced |
| Davidson Trust Co | 1,757 | $747.3K | 0.32% | +30+1.7% | Added |