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 |
|---|---|---|---|---|---|
| Interchange Capital Partners, LLC | 1,142 | $573.0K | 0.18% | +70+6.5% | Added |
| Argos Wealth Advisors, LLC | 1,340 | $570.0K | 0.16% | −65−4.6% | Reduced |
| South Dakota Investment Council | 1,320 | $561.0K | 0.01% | +1,320 | New |
| Townsend Asset Management Corp | 1,317 | $560.0K | 0.20% | +190+16.9% | Added |
| Formidable Asset Management, LLC | 1,309 | $556.8K | 0.09% | −46−3.4% | Reduced |
| Dimension Capital Management LLC | 1,307 | $556.3K | 0.08% | −710−35.2% | Reduced |
| Cassaday & Co Wealth Management LLC | 1,304 | $554.7K | 0.01% | −35−2.6% | Reduced |
| 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 |
| Michael B. Yongue | 1,299 | $552.5K | 0.40% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 1,299 | $552.4K | 0.02% | −77−5.6% | Reduced |
| Symphony Financial, Ltd. Co. | 1,303 | $551.7K | 0.07% | +756+138.2% | Added |
| Lighthouse Investment Partners, LLC | 1,292 | $549.5K | 0.02% | +1,292 | New |
| Trueblood Wealth Management, LLC | 1,290 | $548.8K | 0.21% | −43−3.2% | Reduced |
| Meadowbrook Advisors Group, LLC | 1,285 | $546.6K | 0.32% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 1,268 | $539.5K | 0.03% | +4+0.3% | Added |
| Carnegie Capital Asset Management, LLC | 1,259 | $535.5K | 0.01% | 00.0% | Unchanged |
| United Community Bank | 1,258 | $535.1K | 0.18% | +375+42.5% | Added |
| YHB Investment Advisors, Inc. | 1,256 | $534.2K | 0.04% | +1,256 | New |
| Mayflower Financial Advisors, LLC | 1,254 | $533.5K | 0.06% | +76+6.5% | Added |
| Allegiance Financial Group Advisory Services LLC | 1,254 | $533.4K | 0.11% | +1,254 | New |
| WealthPLAN Partners, LLC | 1,253 | $533.0K | 0.10% | −875−41.1% | Reduced |
| Permanens Capital L.P. | 1,251 | $532.1K | 0.07% | +1,251 | New |
| Beacon Bridge Wealth Partners, LLC | 1,246 | $530.1K | 0.18% | +143+13.0% | Added |
| Fosun International Ltd | 1,245 | $529.5K | 0.13% | +260+26.4% | Added |
| West Michigan Advisors, LLC | 1,244 | $529.3K | 0.12% | +312+33.5% | Added |
| Norden Group LLC | 1,242 | $528.7K | 0.05% | −107−7.9% | Reduced |
| Kendall Capital Management | 1,241 | $527.8K | 0.11% | −20−1.6% | Reduced |
| Alta Advisers Ltd | 1,237 | $526.1K | 0.19% | 00.0% | Unchanged |
| Heritage Trust Co | 1,236 | $525.7K | 0.05% | 00.0% | Unchanged |
| First Affirmative Financial Network | 1,235 | $525.2K | 0.20% | +1,235 | New |
| Knightsbridge Asset Management, LLC | 1,234 | $524.9K | 0.07% | +1,234 | New |
| 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 |
| Ducere Wealth Management LLC | 1,228 | $522.3K | 0.21% | +224+22.3% | Added |
| Cushing Capital Partners, LLC | 1,227 | $522.0K | 0.40% | +1,227 | New |
| HighPoint Advisor Group LLC | 1,219 | $518.6K | 0.02% | −4,695−79.4% | Reduced |
| Gilpin Wealth Management, LLC | 1,216 | $517.2K | 0.41% | +27+2.3% | Added |
| Legacy Capital Wealth Partners, LLC | 1,215 | $516.9K | 0.11% | −10−0.8% | Reduced |
| Westwood Holdings Group Inc. | 1,214 | $516.4K | 0.00% | 00.0% | Unchanged |
| Mesirow Financial Investment Management, Inc. | 1,206 | $513.3K | 0.01% | +114+10.4% | Added |
| Parkside Financial Bank & Trust | 1,205 | $512.5K | 0.04% | −159−11.7% | Reduced |
| Nicholas Hoffman & Company, LLC. | 1,204 | $512.1K | 0.01% | 00.0% | Unchanged |
| Quotient Wealth Partners, LLC | 1,204 | $511.9K | 0.01% | −217−15.3% | Reduced |
| Signet Investment Advisory Group, Inc. | 1,200 | $510.5K | 0.23% | 00.0% | Unchanged |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 1,200 | $510.4K | 0.21% | −1,400−53.8% | Reduced |
| Natural Investments, LLC | 1,196 | $508.0K | 0.13% | +2+0.2% | Added |
| Concord Wealth Partners | 1,194 | $507.7K | 0.07% | +68+6.0% | Added |
| Johnson Financial Group, Inc. | 1,187 | $504.9K | 0.02% | +73+6.6% | Added |
| AssuredPartners Investment Advisors, LLC | 1,162 | $504.4K | 0.05% | −529−31.3% | Reduced |
| Harfst & Associates, Inc. | 1,185 | $503.8K | 0.09% | −1,845−60.9% | Reduced |
| QTR Family Wealth, LLC | 1,182 | $502.5K | 0.21% | +1,182 | New |
| waypoint wealth counsel | 1,180 | $501.9K | 0.26% | +1,180 | New |
| 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 |
| National Wealth Management Group, LLC | 1,166 | $496.1K | 0.18% | −214−15.5% | Reduced |
| E Fund Management Co., Ltd. | 1,166 | $495.9K | 0.01% | +1,166 | New |
| Jericho Financial, LLP | 1,165 | $495.3K | 0.31% | −195−14.3% | Reduced |
| Angeles Wealth Management, LLC | 1,162 | $494.2K | 0.03% | +140+13.7% | Added |
| Thompson Siegel & Walmsley LLC | 1,161 | $494.0K | 0.01% | +1,161 | New |
| Basecamp Wealth Advisors LLC | 1,159 | $493.0K | 0.10% | +8+0.7% | Added |
| Sigma Planning Corp | 1,156 | $491.9K | 0.01% | +81+7.5% | Added |
| Howard Capital Management Inc. | 1,155 | $491.3K | 0.01% | −1,124−49.3% | Reduced |
| EJMK Ventures LLC | 1,149 | $488.8K | 0.27% | −558−32.7% | Reduced |
| Level Four Advisory Services, LLC | 1,146 | $487.4K | 0.02% | +24+2.1% | Added |
| Woodstock Corp | 1,137 | $483.6K | 0.04% | −12−1.0% | Reduced |
| Ar Asset Management Inc | 1,133 | $482.0K | 0.09% | +1,133 | New |
| Peck Wealth Management, LLC | 1,132 | $481.5K | 0.48% | −100−8.1% | Reduced |
| Atlas Legacy Advisors, LLC | 1,128 | $479.8K | 0.09% | −325−22.4% | Reduced |
| Optas, LLC | 1,126 | $478.9K | 0.07% | −16−1.4% | Reduced |
| Embree Financial Group | 1,124 | $478.3K | 0.06% | +34+3.1% | Added |
| Indivisible Partners | 1,124 | $478.0K | 0.04% | −1,280−53.2% | Reduced |
| Deseret Mutual Benefit Administrators | 1,113 | $473.4K | 0.16% | +658+144.6% | Added |
| Barr E S & Co | 1,100 | $467.9K | 0.03% | 00.0% | Unchanged |
| Permanent Capital Management, LP | 1,082 | $466.6K | 0.07% | −585−35.1% | Reduced |
| Cidel Asset Management Inc | 1,095 | $465.8K | 0.03% | +292+36.4% | Added |
| Fukoku Mutual Life Insurance Co | 1,094 | $465.3K | 0.03% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 1,094 | $465.3K | 0.02% | +15+1.4% | Added |
| Mutual Advisors, LLC | 1,086 | $462.0K | 0.01% | −95−8.0% | Reduced |
| Perpetual Ltd | 1,086 | $461.9K | 0.01% | +197+22.2% | Added |
| Sym Financial Corp | 1,083 | $460.6K | 0.05% | +1,083 | New |
| West Family Investments, Inc. | 1,076 | $457.7K | 0.16% | −19−1.7% | Reduced |
| 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 |
| Prelude Capital Management, LLC | 1,074 | $456.8K | 0.04% | +687+177.5% | Added |
| Verdence Capital Advisors LLC | 1,073 | $456.4K | 0.03% | +11+1.0% | Added |
| Shulman DeMeo Asset Management LLC | 1,070 | $455.2K | 0.10% | −8−0.7% | Reduced |
| Ameritas Advisory Services, LLC | 1,070 | $455.0K | 0.02% | −120−10.1% | Reduced |
| Ausdal Financial Partners, Inc. | 1,066 | $453.6K | 0.02% | +494+86.4% | Added |
| Empirical Asset Management, LLC | 1,065 | $453.2K | 0.12% | +1,065 | New |
| Stratos Wealth Advisors, LLC | 1,060 | $450.9K | 0.03% | −15−1.4% | Reduced |
| Headinvest, LLC | 1,059 | $450.4K | 0.09% | +5+0.5% | Added |
| Moneta Group Investment Advisors LLC | 1,058 | $450.0K | 0.00% | −79−6.9% | Reduced |
| Plotkin Financial Advisors, LLC | 1,057 | $449.6K | 0.23% | 00.0% | Unchanged |
| 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 |
| New Republic Capital, LLC | 1,050 | $446.8K | 0.15% | −279−21.0% | Reduced |
| Legacy Capital Wealth Management, LLC | 1,049 | $446.2K | 0.26% | −27−2.5% | Reduced |
| Argyle Capital Partners, LLC | 1,046 | $444.9K | 0.32% | +78+8.1% | Added |