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 |
|---|---|---|---|---|---|
| True Link Financial Advisors, LLC | 145 | $61.7K | 0.00% | +145 | New |
| Whipplewood Advisors, LLC | 137 | $58.3K | 0.03% | +134+4,466.7% | Added |
| Citizens National Bank Trust Department | 134 | $57.0K | 0.01% | +8+6.3% | Added |
| Transamerica Financial Advisors, Inc. | 133 | $56.9K | 0.00% | +2+1.5% | Added |
| Clean Yield Group | 133 | $56.6K | 0.02% | −13−8.9% | Reduced |
| Wealth Preservation Advisors, LLC | 130 | $55.3K | 0.05% | +129+12,900.0% | Added |
| DT Investment Partners, LLC | 129 | $54.9K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 128 | $54.4K | 0.01% | −20−13.5% | Reduced |
| Hager Investment Management Services, LLC | 125 | $53.2K | 0.03% | −27−17.8% | Reduced |
| Mechanics Financial Corp | 125 | $53.2K | 0.02% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 125 | $53.2K | 0.01% | +66+111.9% | Added |
| Hilton Head Capital Partners, LLC | 124 | $52.7K | 0.03% | −1,438−92.1% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 124 | $52.7K | 0.00% | +124 | New |
| Tompkins Financial Corp | 115 | $48.9K | 0.00% | −284−71.2% | Reduced |
| Missouri Trust & Investment Co | 115 | $48.9K | 0.01% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 113 | $48.1K | 0.03% | +27+31.4% | Added |
| Clal Insurance Enterprises Holdings Ltd | 114 | $48.0K | 0.00% | +29+34.1% | Added |
| Timothy G. Youngquist 2020 Irrevocable Trust | 111 | $47.2K | 0.02% | +111 | New |
| Valley National Advisers Inc | 114 | $47.0K | 0.01% | −11−8.8% | Reduced |
| Vega Investment Solutions | 109 | $46.4K | 0.01% | 00.0% | Unchanged |
| DAGCO, Inc. | 107 | $45.5K | 0.01% | 00.0% | Unchanged |
| Birchwood Financial Partners, Inc. | 107 | $45.5K | 0.04% | 00.0% | Unchanged |
| S&T Bank | 106 | $45.1K | 0.02% | −37−25.9% | Reduced |
| WS Portfolio Advisory, LLC | 100 | $42.5K | 1.32% | −22−18.0% | Reduced |
| Rational Advisors LLC | 100 | $42.5K | 0.00% | 00.0% | Unchanged |
| Centennial Bank | 100 | $42.5K | 0.02% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 100 | $42.5K | 0.01% | +3+3.1% | Added |
| Joseph Group Capital Management | 100 | $42.5K | 0.01% | +45+81.8% | Added |
| Sfam, LLC | 100 | $42.4K | 0.04% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 99 | $42.1K | 0.02% | −8−7.5% | Reduced |
| Bangor Savings Bank | 99 | $42.1K | 0.00% | 00.0% | Unchanged |
| Disciplina Capital Management LLC | 99 | $42.0K | 0.00% | 00.0% | Unchanged |
| Nvest Wealth Strategies, Inc. | 98 | $41.7K | 0.03% | +4+4.3% | Added |
| Keating Financial Advisory Services, Inc. | 98 | $41.7K | 0.01% | −46−31.9% | Reduced |
| Sankala Group LLC | 98 | $40.1K | 0.03% | 00.0% | Unchanged |
| Align Financial, LLC | 94 | $40.0K | 0.02% | −49,029−99.8% | Reduced |
| Kerr Financial Planning Corp | 88 | $39.1K | 0.05% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 90 | $38.3K | 0.01% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 87 | $37.0K | 0.02% | 00.0% | Unchanged |
| Lavaca Capital LLC | 87 | $37.0K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 87 | $37.0K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 87 | $37.0K | 0.01% | +24+38.1% | Added |
| Mosley Wealth Management | 76 | $37.0K | 0.02% | +76 | New |
| Chilton Capital Management LLC | 86 | $36.6K | 0.00% | −68−44.2% | Reduced |
| Anfield Capital Management, LLC | 86 | $36.6K | 0.01% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 83 | $35.3K | 0.00% | +83 | New |
| Sound Income Strategies, LLC | 83 | $35.2K | 0.00% | −9−9.8% | Reduced |
| Wedbush Fund Advisers, LLC | 81 | $34.5K | 0.00% | +81 | New |
| First Pacific Financial | 77 | $32.7K | 0.00% | +12+18.5% | Added |
| Heritage Wealth Advisors | 76 | $32.3K | 0.00% | +58+322.2% | Added |
| Rakuten Securities, Inc. | 76 | $32.3K | 0.01% | +59+347.1% | Added |
| Ares Financial Consulting, LLC | 76 | $32.3K | 0.03% | 00.0% | Unchanged |
| Clear Street Markets LLC | 75 | $31.9K | 0.02% | −386−83.7% | Reduced |
| Sachetta, LLC | 75 | $31.9K | 0.02% | −10−11.8% | Reduced |
| Swiss Re Ltd | 75 | $31.9K | 0.19% | 00.0% | Unchanged |
| Essential Investment Partners LLC | 74 | $31.5K | 0.03% | 00.0% | Unchanged |
| WPG Advisers, LLC | 73 | $31.1K | 0.02% | −133−64.6% | Reduced |
| United Financial Planning Group LLC | 73 | $31.1K | 0.02% | −59−44.7% | Reduced |
| Clarity Asset Management, Inc. | 73 | $30.9K | 0.02% | +16+28.1% | Added |
| Greykasell Wealth Strategies, Inc. | 72 | $30.7K | 0.01% | +28+63.6% | Added |
| BankPlus Trust Department | 71 | $30.2K | 0.01% | 00.0% | Unchanged |
| Pingora Partners LLC | 70 | $29.8K | 0.02% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 69 | $29.3K | 0.00% | +2+3.0% | Added |
| Signature Equity Partners, LLC | 66 | $28.1K | 0.02% | −237−78.2% | Reduced |
| North Star Investment Management Corp. | 66 | $28.1K | 0.00% | +5+8.2% | Added |
| Armstrong Advisory Group, Inc | 65 | $27.6K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 65 | $27.6K | 0.01% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 64 | $27.2K | 0.01% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 64 | $27.2K | 0.01% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 63 | $26.6K | 0.02% | +33+110.0% | Added |
| E Fund Management (Hong Kong) Co., Ltd. | 62 | $26.4K | 0.01% | −383−86.1% | Reduced |
| SOA Wealth Advisors, LLC. | 15,026 | $25.6K | 0.00% | −274−1.8% | Reduced |
| South State Corp. | 60 | $25.5K | 0.00% | −30−33.3% | Reduced |
| Fortitude Family Office, LLC | 59 | $25.1K | 0.01% | +9+18.0% | Added |
| Hickory Point Bank & Trust | 58 | $24.7K | 0.02% | +58 | New |
| Intentional Wealth Strategies, LLC | 57 | $24.2K | 0.02% | +57 | New |
| Abound Wealth Management | 57 | $24.2K | 0.01% | −4−6.6% | Reduced |
| Beacon Investment Advisory Services, Inc. | 56 | $23.8K | 0.00% | +56 | New |
| Noble Wealth Management PBC | 55 | $23.4K | 0.01% | −4−6.8% | Reduced |
| Aspect Partners, LLC | 54 | $23.0K | 0.01% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 54 | $22.8K | 0.01% | +11+25.6% | Added |
| Cheviot Value Management, LLC | 52 | $22.1K | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 52 | $22.1K | 0.01% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 51 | $21.7K | 0.01% | +43+537.5% | Added |
| Triumph Capital Management | 50 | $21.3K | 0.00% | +22+78.6% | Added |
| Aventus Investment Advisors, Inc. | 50 | $21.3K | 0.02% | 00.0% | Unchanged |
| Innovative Asset Advisors Group, LLC | 50 | $21.3K | 0.01% | +50 | New |
| Meeder Asset Management Inc | 48 | $20.4K | 0.00% | −16−25.0% | Reduced |
| Wellington Grp LLC | 48 | $20.4K | 0.01% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 47 | $20.2K | 0.00% | −134−74.0% | Reduced |
| High Note Wealth, LLC | 46 | $19.6K | 0.00% | +2+4.5% | Added |
| BFSG, LLC | 46 | $19.6K | 0.00% | +4+9.5% | Added |
| PFS Partners, LLC | 45 | $19.3K | 0.01% | −163−78.4% | Reduced |
| Marquette Asset Management, LLC | 45 | $19.1K | 0.00% | 00.0% | Unchanged |
| Trust Co | 44 | $18.7K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 44 | $18.7K | 0.00% | +14+46.7% | Added |
| Financial Life Planners | 43 | $18.5K | 0.01% | +43 | New |
| Creative Capital Management Investments LLC | 43 | $18.3K | 0.01% | −13−23.2% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 43 | $18.3K | 0.03% | −6−12.2% | Reduced |
| Solstein Capital, LLC | 41 | $17.4K | 0.01% | −32−43.8% | Reduced |