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 | 2,126 | $108.7B |
| Q4 2025 | 2,203 | $137.4B |
| Q3 2025 | 2,058 | $126.8B |
| Q2 2025 | 2,067 | $140.5B |
| Q1 2025 | 2,081 | $135.4B |
| Q4 2024 | 2,045 | $134.2B |
| Q3 2024 | 1,936 | $140.2B |
| Q2 2024 | 1,842 | $121.4B |
| Q1 2024 | 1,835 | $115.2B |
| Q4 2023 | 1,773 | $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 |
|---|---|---|---|---|---|
| PFW Advisors LLC | 568 | $241.6K | 0.08% | +134+30.9% | Added |
| Nicolet Bankshares Inc | 567 | $241.2K | 0.01% | +72+14.5% | Added |
| Kestra Investment Management, LLC | 567 | $241.0K | 0.00% | −743−56.7% | Reduced |
| Quantessence Capital LLC | 566 | $240.7K | 1.17% | +566 | New |
| Darwin Advisors, LLC | 564 | $240.1K | 0.07% | +67+13.5% | Added |
| Purpose Unlimited Inc. | 562 | $239.0K | 0.01% | −11−1.9% | Reduced |
| Reuter James Wealth Management, LLC | 562 | $239.0K | 0.03% | −68−10.8% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 560 | $238.4K | 0.01% | −17−2.9% | Reduced |
| DV Trading LLC | 560 | $238.2K | 0.02% | +560 | New |
| Symmetry Partners, LLC | 559 | $237.9K | 0.01% | +559 | New |
| OneAscent Family Office, LLC | 559 | $237.9K | 0.17% | −11−1.9% | Reduced |
| Simon Quick Advisors, LLC | 557 | $236.9K | 0.01% | −106−16.0% | Reduced |
| Ewa, LLC | 556 | $236.3K | 0.05% | +45+8.8% | Added |
| Bank of Jackson Hole Trust | 555 | $236.1K | 0.11% | +20+3.7% | Added |
| Warwick Investment Management, Inc. | 554 | $235.7K | 0.03% | +71+14.7% | Added |
| W.H. Cornerstone Investments Inc. | 554 | $235.6K | 0.15% | +1+0.2% | Added |
| Aviso Wealth Management | 553 | $235.6K | 0.11% | −15−2.6% | Reduced |
| First Citizens Bank & Trust Co | 553 | $235.2K | 0.00% | −41−6.9% | Reduced |
| Financial Alternatives, Inc | 548 | $233.1K | 0.13% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 548 | $233.1K | 0.02% | +27+5.2% | Added |
| Claret Asset Management Corp | 548 | $233.0K | 0.03% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 548 | $232.9K | 0.04% | −59−9.7% | Reduced |
| Partners Wealth Management, LLC | 545 | $231.8K | 0.24% | +19+3.6% | Added |
| Canopy Partners, LLC | 545 | $231.8K | 0.08% | +67+14.0% | Added |
| Schneider Downs Wealth Management Advisors, LP | 544 | $231.4K | 0.03% | −2−0.4% | Reduced |
| Legacy Wealth Advisors, LLC | 542 | $230.5K | 0.12% | +542 | New |
| RFG Advisory, LLC | 541 | $230.2K | 0.00% | +143+35.9% | Added |
| Wallace Advisory Group, LLC | 535 | $227.6K | 0.24% | −43−7.4% | Reduced |
| Essex Savings Bank | 535 | $227.5K | 0.05% | −42−7.3% | Reduced |
| Tenon Financial LLC | 534 | $227.1K | 0.09% | −394−42.5% | Reduced |
| Reflection Asset Management | 534 | $227.0K | 0.14% | +93+21.1% | Added |
| Financial Advisory Service, Inc. | 532 | $226.3K | 0.01% | +532 | New |
| Paragon Capital Management Ltd | 532 | $226.3K | 0.05% | 00.0% | Unchanged |
| ArrowMark Colorado Holdings LLC | 531 | $225.9K | 0.01% | 00.0% | Unchanged |
| Ruane, Cunniff & Goldfarb L.P. | 531 | $225.9K | 0.00% | 00.0% | Unchanged |
| Meramec Financial Planners, LLC | 510 | $225.8K | 0.09% | −3−0.6% | Reduced |
| Dumont & Blake Investment Advisors LLC | 530 | $225.4K | 0.06% | +7+1.3% | Added |
| Impact Investors, Inc | 529 | $225.1K | 0.16% | +31+6.2% | Added |
| Second Line Capital, LLC | 521 | $224.9K | 0.04% | +123+30.9% | Added |
| BlueSky Wealth Advisors, LLC | 528 | $224.6K | 0.03% | +528 | New |
| Athena Wealth Management, LLC | 524 | $222.7K | 0.18% | +95+22.1% | Added |
| Sage Private Wealth Group, LLC | 521 | $221.7K | 0.11% | +521 | New |
| Keynote Financial Services LLC | 520 | $221.2K | 0.12% | 00.0% | Unchanged |
| Family Management Corp | 520 | $221.2K | 0.03% | +520 | New |
| Financial Perspectives, Inc | 519 | $220.9K | 0.06% | 00.0% | Unchanged |
| Anchyra Partners LLC | 519 | $220.8K | 0.07% | −30−5.5% | Reduced |
| CenterBook Partners LP | 518 | $220.3K | 0.01% | −2,659−83.7% | Reduced |
| Trust Co of the South | 518 | $220.3K | 0.04% | +13+2.6% | Added |
| Marion Wealth Management | 516 | $219.5K | 0.05% | +68+15.2% | Added |
| Generali Investments, Management Co LLC | 516 | $219.5K | 0.05% | −1,024−66.5% | Reduced |
| Silver Lake Advisory, LLC | 515 | $219.2K | 0.09% | +1+0.2% | Added |
| Purkiss Capital Advisors LLC | 515 | $219.1K | 0.10% | 00.0% | Unchanged |
| Texas Capital Bank Wealth Management Services Inc | 515 | $219.1K | 0.01% | +28+5.7% | Added |
| Legacy Solutions, LLC | 515 | $218.9K | 0.20% | −5−1.0% | Reduced |
| GGM Financials LLC | 511 | $217.4K | 0.10% | +1+0.2% | Added |
| Independent Wealth Network Inc. | 511 | $217.3K | 0.06% | −67−11.6% | Reduced |
| Peak Planning Group, LLC | 511 | $217.2K | 0.06% | +1+0.2% | Added |
| Salem Investment Counselors Inc | 510 | $216.9K | 0.01% | −65−11.3% | Reduced |
| Verity Asset Management, Inc. | 508 | $216.1K | 0.09% | +122+31.6% | Added |
| Investment Research Partners LLC | 508 | $216.1K | 0.09% | +508 | New |
| Cascade Financial Partners, LLC | 507 | $215.6K | 0.02% | 00.0% | Unchanged |
| Greenline Wealth Management LLC | 507 | $215.5K | 0.25% | +387+322.5% | Added |
| Patton Fund Management, Inc. | 505 | $214.8K | 0.04% | +47+10.3% | Added |
| Integrity Alliance, LLC. | 503 | $214.0K | 0.01% | +7+1.4% | Added |
| True Wealth Design, LLC | 503 | $213.9K | 0.06% | +421+513.4% | Added |
| Daner Wealth Management, LLC | 504 | $213.8K | 0.13% | +504 | New |
| Hengehold Capital Management LLC | 502 | $213.6K | 0.02% | +7+1.4% | Added |
| Mezzasalma Advisors, LLC | 502 | $213.5K | 0.05% | 00.0% | Unchanged |
| LSV Asset Management | 500 | $213.0K | 0.00% | 00.0% | Unchanged |
| Occidental Asset Management, LLC | 500 | $212.7K | 0.03% | −71−12.4% | Reduced |
| Marco Investment Management LLC | 500 | $212.7K | 0.02% | 00.0% | Unchanged |
| Legacy Wealth Management, LLC | 500 | $212.7K | 0.06% | 00.0% | Unchanged |
| Portfolio Strategies, Inc. | 500 | $212.7K | 0.03% | +500 | New |
| Enterprise Financial Services Corp | 499 | $212.2K | 0.11% | −12−2.3% | Reduced |
| Panoramic Capital Partners, LLC | 498 | $211.8K | 0.13% | +498 | New |
| Ruggaard & Associates LLC | 496 | $211.0K | 0.08% | +21+4.4% | Added |
| Portland Global Advisors LLC | 492 | $209.3K | 0.02% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 491 | $209.0K | 0.07% | +491 | New |
| Cornell Pochily Investment Advisors, Inc. | 491 | $208.9K | 0.06% | −704−58.9% | Reduced |
| CWS Financial Advisors, LLC | 490 | $208.5K | 0.05% | +30+6.5% | Added |
| Laurel Oak Wealth Management, LLC | 490 | $208.4K | 0.03% | −420−46.2% | Reduced |
| Finivi Inc. | 489 | $207.8K | 0.11% | −1,742−78.1% | Reduced |
| Plancorp, LLC | 500 | $207.7K | 0.01% | −85−14.5% | Reduced |
| Five Oceans Advisors | 487 | $207.1K | 0.07% | −9−1.8% | Reduced |
| Key Financial Inc | 487 | $207.1K | 0.04% | −2−0.4% | Reduced |
| Trust Co of Virginia | 487 | $207.1K | 0.02% | −20−3.9% | Reduced |
| Valmark Advisers, Inc. | 486 | $206.8K | 0.00% | +48+11.0% | Added |
| Montecito Bank & Trust | 486 | $206.7K | 0.03% | +486 | New |
| Clarity Financial LLC | 486 | $206.7K | 0.02% | +486 | New |
| Tribridge Partners Financial LLC | 479 | $206.5K | 0.09% | +16+3.5% | Added |
| Elite Life Management LLC | 491 | $206.3K | 0.26% | +24+5.1% | Added |
| One Capital Management, LLC | 482 | $205.3K | 0.01% | +98+25.5% | Added |
| Paradigm Financial Partners, LLC | 482 | $205.0K | 0.04% | −1,280−72.6% | Reduced |
| Scientech Research LLC | 482 | $205.0K | 0.17% | −952−66.4% | Reduced |
| Accurate Wealth Management, LLC | 491 | $204.8K | 0.02% | −3,763−88.5% | Reduced |
| Bell Bank | 481 | $204.6K | 0.01% | −1,117−69.9% | Reduced |
| LifeGuide Financial Advisors, LLC | 480 | $204.2K | 0.07% | 00.0% | Unchanged |
| Uniting Wealth Partners, LLC | 480 | $204.2K | 0.04% | +19+4.1% | Added |
| Wealthedge Investment Advisors, LLC | 479 | $203.8K | 0.07% | +479 | New |
| Hendershot Investments Inc. | 478 | $203.3K | 0.03% | 00.0% | Unchanged |