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, Q2 2026
Institutional positions in S&P Global Inc. as of Jun 30, 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
- 2,076
- −22 vs. Q1 2026
- Shares held
- 260.1M
- +5.21M (+2.0%) vs. Q1 2026
- Total value
- $105.7B
- −$2.83B (−2.6%) vs. Q1 2026
- New holders
- 185
- 720 more added
- Sold out
- 207
- 912 more reduced
29 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding S&P Global Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Roehl & Yi Investment Advisors, LLC | 15,186 | $139.5K | 0.05% | +8+0.1% | Added |
| American National Bank | 344 | $140.1K | 0.01% | −12−3.4% | Reduced |
| Security National Bank | 345 | $140.5K | 0.02% | +3+0.9% | Added |
| True Wealth Design, LLC | 351 | $142.9K | 0.03% | −152−30.2% | Reduced |
| Silver Grove Financial Group, Inc. | 355 | $144.6K | 0.08% | +182+105.2% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 365 | $148.7K | 0.04% | −15−3.9% | Reduced |
| Chilton Capital Management LLC | 371 | $151.1K | 0.00% | +285+331.4% | Added |
| Private Wealth Asset Management, LLC | 383 | $156.0K | 0.02% | −607−61.3% | Reduced |
| Strategic Wealth Partners, Ltd. | 390 | $158.8K | 0.01% | −3,454−89.9% | Reduced |
| One River Asset Management, LLC | 390 | $158.8K | 0.76% | −191−32.9% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 393 | $160.2K | 0.00% | −70,008−99.4% | Reduced |
| St Germain D J Co Inc | 395 | $160.9K | 0.01% | −8−2.0% | Reduced |
| UMA Financial Services, Inc. | 399 | $162.5K | 0.02% | −19−4.5% | Reduced |
| Richardson Capital Management LLC | 400 | $162.9K | 0.07% | −15−3.6% | Reduced |
| Eurizon SLJ Capital Ltd | 402 | $163.7K | 0.06% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 404 | $164.5K | 0.01% | +404 | New |
| JPL Wealth Management, LLC | 414 | $168.6K | 0.03% | −4,089−90.8% | Reduced |
| General Partner, Inc. | 443 | $180.4K | 0.10% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 445 | $181.2K | 0.03% | −32−6.7% | Reduced |
| Millstone Evans Group, LLC | 456 | $185.9K | 0.10% | +4+0.9% | Added |
| Trust Co of Toledo NA | 474 | $193.0K | 0.02% | −74−13.5% | Reduced |
| State of Wyoming | 476 | $193.9K | 0.02% | +213+81.0% | Added |
| Hendershot Investments Inc. | 478 | $194.7K | 0.03% | 00.0% | Unchanged |
| Avalon Trust Co | 485 | $197.5K | 0.01% | −303−38.5% | Reduced |
| Key Financial Inc | 487 | $198.3K | 0.03% | 00.0% | Unchanged |
| Cornell Pochily Investment Advisors, Inc. | 491 | $200.1K | 0.05% | 00.0% | Unchanged |
| Second Line Capital, LLC | 492 | $200.2K | 0.04% | −29−5.6% | Reduced |
| Portland Global Advisors LLC | 492 | $200.4K | 0.02% | 00.0% | Unchanged |
| Tritonpoint Wealth, LLC | 495 | $201.7K | 0.02% | +495 | New |
| Quintet Private Bank (Europe) S.A. | 496 | $202.0K | 0.01% | −361−42.1% | Reduced |
| Summitry LLC | 498 | $202.8K | 0.01% | +498 | New |
| Invesco, LLC | 499 | $203.2K | 0.06% | +499 | New |
| Mirabaud & Cie SA | 500 | $203.6K | 0.08% | −251−33.4% | Reduced |
| Marco Investment Management LLC | 500 | $203.6K | 0.01% | 00.0% | Unchanged |
| Legacy Wealth Management, LLC | 500 | $203.6K | 0.05% | 00.0% | Unchanged |
| Charles Schwab Trust Co | 500 | $203.6K | 0.01% | +500 | New |
| Ewa, LLC | 502 | $204.3K | 0.04% | −54−9.7% | Reduced |
| Swiss Re Ltd | 503 | $204.9K | 0.02% | +428+570.7% | Added |
| Yukon Wealth Management, Inc. | 503 | $204.9K | 0.06% | +503 | New |
| Hengehold Capital Management LLC | 504 | $205.3K | 0.02% | +2+0.4% | Added |
| One Capital Management, LLC | 482 | $205.3K | 0.01% | 00.0% | Unchanged |
| Tribridge Partners Financial LLC | 468 | $205.8K | 0.08% | −11−2.3% | Reduced |
| Enterprise Financial Services Corp | 507 | $206.5K | 0.08% | +8+1.6% | Added |
| Jericho Financial, LLP | 508 | $206.8K | 0.11% | −657−56.4% | Reduced |
| United Advisor Group, LLC | 508 | $207.0K | 0.02% | +508 | New |
| D.B. Root & Company, LLC | 510 | $207.7K | 0.04% | −69−11.9% | Reduced |
| Salem Investment Counselors Inc | 510 | $207.7K | 0.01% | 00.0% | Unchanged |
| LeClair Wealth Partners LLC | 511 | $208.1K | 0.11% | +511 | New |
| Peak Planning Group, LLC | 512 | $208.4K | 0.05% | +1+0.2% | Added |
| GGM Financials LLC | 512 | $208.6K | 0.08% | +1+0.2% | Added |
| Wedge Capital Management L L P | 513 | $208.9K | 0.00% | −74−12.6% | Reduced |
| Essex Savings Bank | 516 | $210.1K | 0.05% | −19−3.6% | Reduced |
| Cura Wealth Advisors, LLC | 516 | $210.1K | 0.09% | +516 | New |
| Global Assets Advisory, LLC | 502 | $210.3K | 0.05% | −72−12.5% | Reduced |
| Silver Lake Advisory, LLC | 516 | $210.3K | 0.08% | +1+0.2% | Added |
| Principal Street Partners, LLC | 517 | $210.4K | 0.03% | −31−5.7% | Reduced |
| Valmark Advisers, Inc. | 517 | $210.6K | 0.00% | +31+6.4% | Added |
| Revolve Wealth Partners, LLC | 519 | $211.4K | 0.02% | +45+9.5% | Added |
| Financial Perspectives, Inc | 519 | $211.6K | 0.05% | 00.0% | Unchanged |
| COFG Advisors, LLC | 520 | $211.7K | 0.04% | −75−12.6% | Reduced |
| Keynote Financial Services LLC | 520 | $211.8K | 0.10% | 00.0% | Unchanged |
| OceanIQ Capital, LLC | 519 | $212.1K | 0.13% | +519 | New |
| Core Alternative Capital | 522 | $212.6K | 0.06% | +87+20.0% | Added |
| Regatta Capital Group, LLC | 523 | $213.0K | 0.03% | +523 | New |
| Accurate Wealth Management, LLC | 496 | $213.7K | 0.02% | +5+1.0% | Added |
| Stonebridge Financial Group, LLC | 525 | $213.8K | 0.14% | −53−9.2% | Reduced |
| Daner Wealth Management, LLC | 508 | $214.8K | 0.12% | +4+0.8% | Added |
| Dumont & Blake Investment Advisors LLC | 530 | $215.8K | 0.05% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 531 | $216.3K | 0.01% | −13,538−96.2% | Reduced |
| ArrowMark Colorado Holdings LLC | 531 | $216.3K | 0.01% | 00.0% | Unchanged |
| Ruane, Cunniff & Goldfarb L.P. | 531 | $216.3K | 0.00% | 00.0% | Unchanged |
| Consolidated Planning Corp | 531 | $216.3K | 0.03% | +531 | New |
| DV Trading LLC | 532 | $216.7K | 0.02% | −28−5.0% | Reduced |
| Paragon Capital Management Ltd | 532 | $216.7K | 0.04% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 533 | $217.1K | 0.02% | −265−33.2% | Reduced |
| Moody National Bank Trust Division | 533 | $217.1K | 0.02% | −111−17.2% | Reduced |
| KG&L Capital Management,LLC | 537 | $218.7K | 0.13% | −38−6.6% | Reduced |
| First Financial Bankshares Inc | 538 | $219.1K | 0.00% | −31,358−98.3% | Reduced |
| Armis Advisers, LLC | 493 | $220.3K | 0.02% | +493 | New |
| Pacific Excel Wealth Advisors, Inc. | 542 | $220.8K | 0.09% | +542 | New |
| Heritage Family Offices, LLP | 542 | $220.8K | 0.09% | +542 | New |
| Partners Wealth Management, LLC | 545 | $222.0K | 0.22% | 00.0% | Unchanged |
| Crewe Advisors LLC | 545 | $222.0K | 0.02% | +81+17.5% | Added |
| Tenon Financial LLC | 546 | $222.4K | 0.07% | +12+2.2% | Added |
| Financial Alternatives, Inc | 548 | $223.2K | 0.11% | 00.0% | Unchanged |
| Meramec Financial Planners, LLC | 510 | $224.3K | 0.08% | 00.0% | Unchanged |
| Adelphi Trust Co | 551 | $224.4K | 0.15% | −333−37.7% | Reduced |
| Graticule Asia Macro Advisors LLC | 552 | $224.8K | 0.02% | +552 | New |
| Legacy Solutions, LLC | 553 | $225.2K | 0.18% | +38+7.4% | Added |
| Granger Management LLC | 553 | $225.2K | 0.07% | +553 | New |
| W.H. Cornerstone Investments Inc. | 554 | $225.7K | 0.13% | 00.0% | Unchanged |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 555 | $226.0K | 0.03% | +555 | New |
| NBH Bank | 555 | $226.0K | 0.10% | +555 | New |
| Optiver Holding B.V. | 557 | $226.8K | 0.00% | +557 | New |
| Clark Capital Management Group, Inc. | 557 | $227.0K | 0.00% | −222−28.5% | Reduced |
| Kingswood Wealth Advisors, LLC | 557 | $227.0K | 0.01% | −112−16.7% | Reduced |
| Essex Financial Services, Inc. | 560 | $228.1K | 0.01% | −344−38.1% | Reduced |
| May Hill Capital, LLC | 560 | $228.1K | 0.05% | −135−19.4% | Reduced |
| Purpose Unlimited Inc. | 562 | $228.9K | 0.01% | 00.0% | Unchanged |
| Advisor OS, LLC | 563 | $229.1K | 0.02% | −101−15.2% | Reduced |