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 |
|---|---|---|---|---|---|
| Hills Bank & Trust Co | 4,537 | $1.85M | 0.08% | −68−1.5% | Reduced |
| PFG Advisors | 4,491 | $1.83M | 0.09% | 00.0% | Unchanged |
| Demars Financial Group, LLC | 4,487 | $1.83M | 0.51% | +1,547+52.6% | Added |
| Herold Advisors, Inc. | 4,485 | $1.82M | 0.36% | −50−1.1% | Reduced |
| Catalytic Wealth RIA, LLC | 4,461 | $1.82M | 0.10% | −1,105−19.9% | Reduced |
| TownSquare Capital, LLC | 4,459 | $1.82M | 0.33% | −163−3.5% | Reduced |
| Resources Investment Advisors, LLC. | 4,454 | $1.81M | 0.02% | −346−7.2% | Reduced |
| Icon Wealth Advisors, LLC | 4,451 | $1.81M | 0.11% | +1,496+50.6% | Added |
| Welch & Forbes LLC | 4,413 | $1.80M | 0.02% | +34+0.8% | Added |
| Cordatus Wealth Management LLC | 4,391 | $1.79M | 0.39% | +18+0.4% | Added |
| Robertson Stephens Wealth Management, LLC | 4,369 | $1.78M | 0.04% | −1,070−19.7% | Reduced |
| Lighthouse Financial Services Inc | 4,255 | $1.77M | 0.37% | +476+12.6% | Added |
| Rodgers Brothers Inc. | 4,315 | $1.76M | 0.17% | 00.0% | Unchanged |
| Sora Investors LLC | 4,285 | $1.75M | 0.13% | −60,011−93.3% | Reduced |
| Tealwood Asset Management Inc | 4,233 | $1.72M | 0.66% | −17−0.4% | Reduced |
| Ridgecrest Wealth Partners, LLC | 4,232 | $1.72M | 0.83% | −432−9.3% | Reduced |
| Ceera Investments, LLC | 4,197 | $1.71M | 0.72% | −32−0.8% | Reduced |
| Permanens Capital L.P. | 4,190 | $1.71M | 0.18% | +2,939+234.9% | Added |
| London & Capital Asset Management Ltd | 4,179 | $1.70M | 0.02% | +28+0.7% | Added |
| Lederer & Associates Investment Counsel | 4,173 | $1.70M | 1.12% | +8+0.2% | Added |
| Wedmont Private Capital | 3,944 | $1.70M | 0.05% | −439−10.0% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 4,159 | $1.69M | 0.01% | −702−14.4% | Reduced |
| Fortem Financial Group, LLC | 4,143 | $1.69M | 0.34% | +309+8.1% | Added |
| Argus Investors' Counsel, Inc. | 4,124 | $1.68M | 1.29% | −101−2.4% | Reduced |
| Figure 8 Investment Strategies LLC | 4,074 | $1.66M | 1.40% | −225−5.2% | Reduced |
| BKM Wealth Management, LLC | 4,063 | $1.65M | 0.59% | +363+9.8% | Added |
| Excalibur Management Corp | 4,058 | $1.65M | 0.54% | 00.0% | Unchanged |
| Ascent Group, LLC | 4,053 | $1.65M | 0.05% | +95+2.4% | Added |
| Parsons Capital Management Inc | 4,023 | $1.64M | 0.07% | +102+2.6% | Added |
| Flputnam Investment Management Co | 4,009 | $1.63M | 0.02% | +1,867+87.2% | Added |
| Tower Research Capital LLC (TRC) | 3,977 | $1.62M | 0.04% | −5,456−57.8% | Reduced |
| Davis R M Inc | 3,975 | $1.62M | 0.03% | −3−0.1% | Reduced |
| Buckingham Strategic Partners | 3,966 | $1.62M | 0.01% | −3,610−47.7% | Reduced |
| Cape Cod Five Cents Savings Bank | 3,958 | $1.61M | 0.13% | +3,958 | New |
| Dorsey & Whitney Trust CO LLC | 3,943 | $1.61M | 0.08% | +41+1.1% | Added |
| Aigen Investment Management, LP | 3,919 | $1.60M | 0.44% | +3,919 | New |
| Prosperity Consulting Group, LLC | 3,917 | $1.60M | 0.06% | −38−1.0% | Reduced |
| Catalyst Funds Management Pty Ltd | 3,900 | $1.59M | 0.09% | −1,085−21.8% | Reduced |
| LifePlan Financial, LLC | 3,891 | $1.58M | 1.11% | +608+18.5% | Added |
| Oppenheimer & Co Inc | 3,885 | $1.58M | 0.02% | −1,506−27.9% | Reduced |
| Belpointe Asset Management LLC | 3,840 | $1.56M | 0.05% | −1,892−33.0% | Reduced |
| Sage Rhino Capital LLC | 3,823 | $1.56M | 0.26% | +424+12.5% | Added |
| Hamilton Point Investment Advisors, LLC | 3,800 | $1.55M | 0.22% | −8−0.2% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 3,792 | $1.54M | 0.48% | +327+9.4% | Added |
| HighVista Strategies LLC | 3,782 | $1.54M | 0.35% | +3,782 | New |
| Annandale Capital, LLC | 3,777 | $1.54M | 0.23% | 00.0% | Unchanged |
| Circle Wealth Management, LLC | 3,749 | $1.53M | 0.02% | +1,391+59.0% | Added |
| Private Trust Co NA | 3,720 | $1.51M | 0.12% | −196−5.0% | Reduced |
| O'Connor Alternative Investments LLC | 3,700 | $1.51M | 0.11% | +3,700 | New |
| Midwest Trust Co | 3,685 | $1.50M | 0.02% | −3,620−49.6% | Reduced |
| Pallas Capital Advisors LLC | 3,674 | $1.50M | 0.05% | −2,072−36.1% | Reduced |
| Guyasuta Investment Advisors Inc | 3,668 | $1.49M | 0.08% | −106−2.8% | Reduced |
| Allworth Financial LP | 3,665 | $1.49M | 0.01% | −1,301−26.2% | Reduced |
| Sandro Wealth Management LLC | 3,653 | $1.49M | 1.07% | +134+3.8% | Added |
| Compass Wealth Management LLC | 3,637 | $1.48M | 0.28% | +3,637 | New |
| Global Retirement Partners, LLC | 3,636 | $1.48M | 0.02% | +3,636 | New |
| Baker Avenue Asset Management, LP | 3,627 | $1.48M | 0.03% | +30+0.8% | Added |
| Jacobi Capital Management LLC | 3,626 | $1.48M | 0.07% | −42−1.1% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,612 | $1.47M | 0.02% | −66−1.8% | Reduced |
| Dark Forest Capital Management LP | 3,612 | $1.47M | 0.09% | −1,388−27.8% | Reduced |
| Greenline Partners, LLC | 3,583 | $1.46M | 0.15% | +3,583 | New |
| Syon Capital LLC | 3,554 | $1.45M | 0.06% | −1,023−22.4% | Reduced |
| Nicholson Wealth Management Group, LLC | 3,545 | $1.44M | 0.85% | −24−0.7% | Reduced |
| Bridgefront Capital, LLC | 3,529 | $1.44M | 0.38% | +3,529 | New |
| NorthCrest Asset Manangement, LLC | 3,313 | $1.43M | 0.04% | −1,209−26.7% | Reduced |
| Broadwater Capital Management LLC | 3,520 | $1.43M | 1.04% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 3,514 | $1.43M | 0.01% | +2,852+430.8% | Added |
| Mather Group, LLC. | 3,503 | $1.43M | 0.01% | +61+1.8% | Added |
| Geneva Capital Management LLC | 3,499 | $1.43M | 0.03% | +730+26.4% | Added |
| Valeo Financial Advisors, LLC | 3,492 | $1.42M | 0.03% | −353−9.2% | Reduced |
| Employees Retirement System of Texas | 3,484 | $1.42M | 0.01% | +3,484 | New |
| Bull Harbor Capital LLC | 3,478 | $1.42M | 0.28% | +309+9.8% | Added |
| Brevan Howard Capital Management LP | 3,461 | $1.41M | 0.02% | +2,876+491.6% | Added |
| Deltec Asset Management LLC | 3,450 | $1.41M | 0.21% | 00.0% | Unchanged |
| Connecticut Capital Management Group, LLC | 3,440 | $1.40M | 1.13% | −10.0% | Reduced |
| Trust Asset Management LLC | 3,406 | $1.39M | 0.09% | −127−3.6% | Reduced |
| Linscomb & Williams, Inc. | 3,392 | $1.38M | 0.06% | +532+18.6% | Added |
| Montag A & Associates Inc | 3,366 | $1.37M | 0.06% | −100−2.9% | Reduced |
| Rench Wealth Management, Inc. | 3,355 | $1.37M | 0.37% | +180+5.7% | Added |
| Banque Transatlantique SA | 3,325 | $1.35M | 0.03% | +88+2.7% | Added |
| Lebenthal Global Advisors, LLC | 3,322 | $1.35M | 0.18% | +171+5.4% | Added |
| Ancora Advisors, LLC | 3,319 | $1.35M | 0.03% | +1,315+65.6% | Added |
| Fiduciary Family Office, LLC | 3,297 | $1.34M | 0.34% | −509−13.4% | Reduced |
| Mosaic Family Wealth Partners, LLC | 3,297 | $1.34M | 0.09% | +3,297 | New |
| American Trust | 3,287 | $1.34M | 0.10% | −350−9.6% | Reduced |
| StoneX Group Inc. | 3,210 | $1.32M | 0.05% | +1,047+48.4% | Added |
| Flagship Harbor Advisors, LLC | 3,247 | $1.32M | 0.05% | +213+7.0% | Added |
| Silverlake Wealth Management LLC | 3,227 | $1.31M | 0.25% | 00.0% | Unchanged |
| Secured Retirement Advisors, LLC | 3,399 | $1.31M | 0.67% | +3,399 | New |
| Daymark Wealth Partners, LLC | 3,198 | $1.30M | 0.03% | +84+2.7% | Added |
| Calamos Wealth Management LLC | 3,192 | $1.30M | 0.04% | −18,937−85.6% | Reduced |
| Numerai GP LLC | 3,181 | $1.30M | 0.11% | +1,514+90.8% | Added |
| YHB Investment Advisors, Inc. | 3,159 | $1.29M | 0.08% | +1,903+151.5% | Added |
| CVFG LLC | 3,159 | $1.29M | 0.14% | −309−8.9% | Reduced |
| Stableford Capital II LLC | 3,157 | $1.29M | 0.45% | −22−0.7% | Reduced |
| Brasada Capital Management, LP | 3,150 | $1.28M | 0.23% | −288−8.4% | Reduced |
| Klein Pavlis & Peasley Financial, Inc. | 3,145 | $1.28M | 0.67% | +487+18.3% | Added |
| ClearAlpha Technologies LP | 3,142 | $1.28M | 2.19% | +1,531+95.0% | Added |
| R Squared Ltd | 3,129 | $1.27M | 0.67% | +1,129+56.5% | Added |
| Cypress Capital Group | 3,089 | $1.26M | 0.12% | −766−19.9% | Reduced |