DaveManuel.com · Institutional Ownership · Who Owns It
S&P GLOBAL INC (SPGI)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
2,032
Reporting holders
$106.8B
Reported value
88.0%
Of shares outstanding
0.8%
Calls
0.5%
Puts
-106
Holder change
Institutions report 259,453,896 shares against 294,800,000 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. A figure this high can overstate: where an adviser and a sub-adviser both report the same shares, both are counted.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $9.8B | 23,981,586 | 0.15% | 8q | HELD |
| VANGUARD CAPITAL MANAGEMENT LLC | $7.9B | 19,302,219 | 0.17% | 2q | HELD |
| STATE STREET CORP | $5.9B | 14,482,789 | 0.17% | 31q | +2.2%+$125.1M |
| TCI FUND MANAGEMENT LTD | $5.7B | 14,081,957 | 10.87% | 31q | HELD |
| MORGAN STANLEY | $3.0B | 7,309,278 | 0.16% | 35q | -7.6%-$243.9M |
| GEODE CAPITAL MANAGEMENT, LLC | $2.8B | 6,903,684 | 0.15% | 31q | HELD |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $2.6B | 6,266,316 | 0.11% | 2q | -7.3%-$201.2M |
| WELLINGTON MANAGEMENT GROUP LLP | $2.2B | 5,327,461 | 0.37% | 31q | -12.1%-$299.4M |
| EAGLE CAPITAL MANAGEMENT LLC | $1.7B | 4,067,628 | 5.06% | 2q | +185.4%+$1.1B |
| NORGES BANK | $1.6B | 3,866,831 | 0.16% | 32q | -15.8%-$294.8M |
| Capital International Investors | $1.5B | 3,630,191 | 0.31% | 31q | +3.2%+$46.4M |
| NORTHERN TRUST CORP | $1.2B | 2,967,235 | 0.14% | 31q | -2.4%-$29.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $1.2B | 2,899,509 | 0.21% | 31q | -2.2%-$26.1M |
| GOLDMAN SACHS GROUP INC | $1.1B incl. $21.2M options CALL+PUT | 2,628,947 | 0.09% | 31q | -9.8%-$119.1M |
| FMR LLC | $1.1B | 2,679,678 | 0.05% | 31q | -18.1%-$241.5M |
| PERSHING SQUARE INC. | $1.1B | 2,593,155 | 5.43% | new | NEW |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $990.4M | 2,431,860 | 0.13% | 31q | +7.0%+$64.6M |
| WELLS FARGO & COMPANY/MN | $973.5M incl. $488.7K options CALL | 2,389,255 | 0.16% | 31q | -4.9%-$49.6M |
| Invesco Ltd. | $944.1M | 2,318,084 | 0.07% | 31q | HELD |
| BANK OF AMERICA CORP /DE/ | $865.9M | 2,126,141 | 0.06% | 31q | -52.2%-$945.4M |
| EdgePoint Investment Group Inc. | $834.8M | 2,049,857 | 6.31% | 2q | +24.0%+$161.8M |
| Unisphere Establishment | $821.9M | 2,133,600 | 7.00% | 11q | HELD |
| Mitsubishi UFJ Asset Management Co., Ltd. | $817.0M | 2,006,014 | 0.45% | 31q | -1.8%-$14.6M |
| Legal & General Group Plc | $805.3M | 1,977,357 | 0.17% | 31q | -7.6%-$66.5M |
| FRANKLIN RESOURCES INC | $793.0M | 1,947,059 | 0.17% | 31q | +41.9%+$234.1M |
| JPMORGAN CHASE & CO | $789.0M incl. $25.8M options CALL+PUT | 1,867,953 | 0.04% | 31q | +18.6%+$123.9M |
| UBS Group AG | $749.3M incl. $65.2M options CALL+PUT | 1,679,584 | 0.10% | 31q | -5.8%-$46.5M |
| Soroban Capital Partners LP | $705.2M | 1,731,643 | 1.48% | 3q | +2.5%+$17.5M |
| Bank of New York Mellon Corp | $699.7M | 1,718,140 | 0.11% | 31q | -2.9%-$20.6M |
| Nuveen, LLC | $690.1M | 1,694,515 | 0.16% | 6q | -7.2%-$53.8M |
| VANGUARD FIDUCIARY TRUST CO | $688.1M | 1,689,692 | 0.15% | 2q | -1.2%-$8.3M |
| AMERIPRISE FINANCIAL INC | $686.6M | 1,675,844 | 0.14% | 31q | +7.7%+$49.3M |
| ALLIANCEBERNSTEIN L.P. | $651.2M | 1,531,113 | 0.22% | 31q | HELD |
| FLOSSBACH VON STORCH SE | $642.5M | 1,577,668 | 2.91% | 31q | +13.7%+$77.3M |
| CITADEL ADVISORS LLC | $632.4M incl. $177.9M options CALL+PUT | 1,116,010 | 0.07% | 31q | +201.5%+$422.7M |
| Fayez Sarofim & Co | $624.6M | 1,533,744 | 1.47% | 31q | HELD |
| Valley Forge Capital Management, LP | $620.7M | 1,524,036 | 19.92% | 31q | -13.3%-$95.3M |
| Temasek Holdings (Private) Ltd | $613.7M | 1,506,913 | 1.65% | 18q | +7.9%+$45.0M |
| PARNASSUS INVESTMENTS, LLC | $598.0M | 1,468,231 | 1.60% | 22q | -10.9%-$73.4M |
| Amundi | $588.2M | 1,444,366 | 0.14% | 21q | -25.5%-$201.5M |
| PRICE T ROWE ASSOCIATES INC /MD/ | $585.1M | 1,436,747 | 0.06% | 31q | -6.1%-$38.3M |
| AQR CAPITAL MANAGEMENT LLC | $568.5M | 1,395,878 | 0.20% | 31q | +11.9%+$60.7M |
| Rothschild & Co Wealth Management UK Ltd | $543.4M | 1,334,201 | 7.84% | 34q | -0.6%-$3.4M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $536.7M | 1,317,894 | 0.24% | 3q | +250.5%+$383.6M |
| HSBC HOLDINGS PLC | $484.4M incl. $966.3K options CALL | 1,218,370 | 0.20% | 31q | +64.4%+$189.7M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $476.7M incl. $408.9M options CALL+PUT | 166,423 | 0.04% | 31q | +11.3%+$48.4M |
| BARCLAYS PLC | $471.7M | 1,158,319 | 0.09% | 31q | +58.4%+$173.8M |
| MILLENNIUM MANAGEMENT LLC | $448.3M incl. $162.1M options CALL+PUT | 702,590 | 0.16% | 31q | -28.6%-$179.8M |
| NEUBERGER BERMAN GROUP LLC | $437.7M | 1,097,962 | 0.29% | 31q | -21.0%-$116.3M |
| BNP PARIBAS FINANCIAL MARKETS | $432.0M incl. $13.9M options CALL+PUT | 1,026,740 | 0.15% | 31q | +64.0%+$168.6M |
| FIRST MANHATTAN CO. LLC. | $421.0M | 1,033,680 | 1.07% | 31q | -1.2%-$5.3M |
| ROYAL BANK OF CANADA | $409.8M | 1,006,140 | 0.06% | 31q | -12.2%-$56.9M |
| Newport Trust Company, LLC | $401.0M | 984,546 | 0.97% | 15q | -4.7%-$19.8M |
| Ninety One UK Ltd | $395.6M | 971,294 | 0.88% | 31q | -0.9%-$3.5M |
| CIBC Bancorp USA Inc. | $381.2M | 935,479 | 0.46% | 3q | +3.7%+$13.5M |
| DEUTSCHE BANK AG\ | $375.4M | 921,675 | 0.11% | 34q | -12.4%-$52.9M |
| Carmignac Gestion | $374.3M | 919,140 | 4.86% | 18q | -3.8%-$14.6M |
| DIMENSIONAL FUND ADVISORS LP | $372.4M | 914,395 | 0.07% | 31q | +9.2%+$31.4M |
| RAYMOND JAMES FINANCIAL INC | $365.0M | 896,184 | 0.10% | 7q | -4.0%-$15.0M |
| Veritas Asset Management LLP | $338.3M | 830,609 | 6.08% | new | NEW |
| Swedbank AB | $335.2M | 823,025 | 0.29% | 21q | -8.9%-$32.7M |
| Boston Partners | $334.9M | 818,328 | 0.30% | new | NEW |
| LOOMIS SAYLES & CO L P | $331.4M | 813,725 | 0.42% | 31q | +20.6%+$56.7M |
| BLS Capital Fondsmaeglerselskab A/S | $320.3M | 786,540 | 12.34% | 31q | -10.7%-$38.3M |
| ENVESTNET ASSET MANAGEMENT INC | $313.6M | 770,066 | 0.07% | 31q | -2.8%-$8.9M |
| SG Americas Securities, LLC | $298.6M incl. $124.0K options CALL | 732,835 | 0.17% | new | NEW |
| National Pension Service | $298.1M | 732,083 | 0.19% | 31q | +1.0%+$3.0M |
| JANE STREET GROUP, LLC | $292.0M incl. $107.3M options CALL+PUT | 453,606 | 0.02% | 31q | +73.2%+$123.4M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $281.4M | 690,931 | 0.22% | 31q | +76.5%+$122.0M |
| PNC Financial Services Group, Inc. | $278.1M | 682,939 | 0.14% | 31q | +2.7%+$7.2M |
| Sustainable Growth Advisers, LP | $270.1M | 663,329 | 2.65% | 18q | -12.4%-$38.3M |
| PineStone Asset Management Inc. | $269.3M | 661,225 | 1.66% | 14q | +24.2%+$52.5M |
| Vanguard Global Advisers, LLC | $266.1M | 653,385 | 0.12% | 2q | -2.4%-$6.4M |
| Sumitomo Mitsui Trust Group, Inc. | $259.6M | 673,795 | 0.15% | 31q | -0.9%-$2.4M |
| California Public Employees Retirement System | $249.1M | 611,612 | 0.14% | 31q | -1.8%-$4.6M |
| D. E. Shaw & Co., Inc. | $241.8M incl. $651.6K options CALL | 592,093 | 0.12% | 13q | +81.5%+$108.6M |
| VANGUARD ASSET MANAGEMENT, Ltd | $238.4M | 585,280 | 0.16% | 2q | +10.6%+$22.8M |
| Focus Partners Wealth | $237.5M | 583,165 | 0.24% | 11q | +102.2%+$120.1M |
| PRINCIPAL FINANCIAL GROUP INC | $233.2M | 572,659 | 0.11% | 31q | +12.9%+$26.7M |
| CANADA PENSION PLAN INVESTMENT BOARD | $230.3M | 565,377 | 0.13% | 31q | +11.3%+$23.3M |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $220.4M | 541,169 | 0.33% | 3q | +12.0%+$23.6M |
| RHUMBLINE ADVISERS | $218.0M | 535,392 | 0.16% | 31q | -2.5%-$5.7M |
| Allianz Asset Management GmbH | $215.0M incl. $22.3M options CALL+PUT | 499,407 | 0.17% | 40q | -4.8%-$10.8M |
| CITIGROUP INC | $213.0M | 523,051 | 0.07% | 31q | +13.7%+$25.6M |
| Meritage Group LP | $206.7M | 507,635 | 7.97% | 2q | +0.6%+$1.3M |
| Tidal Investments LLC | $199.0M | 516,235 | 0.34% | 23q | +343.5%+$154.1M |
| TWO SIGMA INVESTMENTS, LP | $198.9M | 488,468 | 0.14% | 11q | +275.6%+$146.0M |
| Skye Global Management LP | $198.1M | 486,500 | 3.85% | 20q | -7.5%-$16.1M |
| CANADA LIFE ASSURANCE Co | $197.8M | 487,149 | 0.32% | 31q | -3.6%-$7.4M |
| Rathbones Group PLC | $196.6M | 482,746 | 0.72% | 31q | -57.2%-$262.5M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $190.2M | 467,290 | 0.29% | 7q | +7.3%+$13.0M |
| MENORA MIVTACHIM HOLDINGS LTD. | $189.5M | 465,211 | 0.74% | 14q | HELD |
| MACKENZIE FINANCIAL CORP | $188.9M | 463,901 | 0.19% | 31q | -33.2%-$94.0M |
| Russell Investments Group, Ltd. | $188.6M | 462,920 | 0.17% | 31q | +14.6%+$24.0M |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $187.9M | 461,299 | 0.17% | 31q | -2.7%-$5.3M |
| LOCUST WOOD CAPITAL ADVISERS, LLC | $186.7M | 458,435 | 4.50% | 27q | +21.9%+$33.5M |
| Alecta Tjanstepension Omsesidigt | $186.0M | 483,600 | 0.78% | 12q | -4.8%-$9.4M |
| STIFEL FINANCIAL CORP | $185.4M | 455,105 | 0.15% | 31q | -8.8%-$17.9M |
| COMGEST GLOBAL INVESTORS S.A.S. | $179.2M | 440,036 | 3.94% | 19q | -18.3%-$40.2M |
| BANK OF MONTREAL /CAN/ | $175.5M | 431,000 | 0.06% | 31q | +8.5%+$13.8M |
Showing the largest 100 of 2,036 reported holders. The count of 2,032 above leaves out 4 positions whose reported value failed our price check; they are listed here as filed.
Q2 2026 in brief
In Q2 2026, 2,032 managers that file Form 13F reported holding S&P Global Inc (SPGI), $106.8B in all, or about 88% of the shares outstanding. 173 managers opened a position and 279 sold out completely, against 2,138 holders the quarter before. Largest holders: Blackrock, Inc., Vanguard Capital Management Llc and State Street Corp. Largest new positions: Pershing Square Inc. ($1.1B), Veritas Asset Management Llp ($338.3M) and Boston Partners ($334.9M).
Q2 2026 is the latest quarter whose 13F deadline has passed. A 13F shows long US stock positions at quarter end, filed up to 45 days later; an adviser and a sub-adviser can both report the same shares.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 699 | $8.2B | 20,740,145 | 52 | 250 | 239 | 0.0% |
| Q2 2026 | 2,032 | $106.8B | 259,453,896 | 151 | 664 | 860 | 1.3% |
| Q1 2026 | 2,138 | $110.6B | 255,981,158 | 188 | 727 | 855 | 1.5% |
| Q4 2025 | 2,213 | $142.1B | 266,452,992 | 157 | 726 | 747 | 2.1% |
| Q3 2025 | 2,061 | $130.0B | 263,713,972 | 130 | 733 | 694 | 1.3% |
| Q2 2025 | 2,081 | $143.0B | 268,258,761 | 113 | 737 | 744 | 1.2% |
| Q1 2025 | 2,095 | $136.9B | 266,944,955 | 168 | 756 | 712 | 1.0% |
| Q4 2024 | 2,055 | $137.9B | 274,393,601 | 115 | 655 | 683 | 0.9% |
| Q3 2024 | 1,942 | $143.9B | 275,415,453 | 169 | 630 | 693 | 1.2% |
| Q2 2024 | 1,851 | $124.3B | 276,193,006 | 133 | 683 | 593 | 0.9% |
| Q1 2024 | 1,845 | $122.2B | 284,124,604 | 144 | 659 | 627 | 1.2% |
| Q4 2023 | 1,788 | $129.5B | 289,032,557 | 157 | 581 | 583 | 1.7% |
| Q3 2023 | 1,637 | $102.3B | 275,075,211 | 107 | 571 | 540 | 1.6% |
| Q2 2023 | 1,632 | $113.1B | 279,329,204 | 127 | 547 | 558 | 1.0% |
| Q1 2023 | 1,598 | $98.9B | 286,023,628 | 112 | 569 | 530 | 0.7% |
| Q4 2022 | 1,575 | $95.6B | 281,685,760 | 111 | 483 | 629 | 1.3% |
| Q3 2022 | 1,481 | $319.7B | 1,200,839,811 | 79 | 509 | 547 | 0.5% |
| Q2 2022 | 1,549 | $404.4B | 1,515,790,399 | 87 | 544 | 584 | 0.7% |
| Q1 2022 | 1,643 | $571.6B | 1,716,411,377 | 212 | 879 | 299 | 0.5% |
| Q4 2021 | 1,537 | $422.6B | 1,156,824,889 | 118 | 555 | 379 | 0.5% |
| Q3 2021 | 1,410 | $398.3B | 1,152,074,590 | 107 | 495 | 400 | 0.5% |
| Q2 2021 | 1,356 | $337.4B | 1,197,913,111 | 133 | 487 | 379 | 0.6% |
| Q1 2021 | 1,292 | $269.6B | 863,615,548 | 130 | 485 | 389 | 0.4% |
| Q4 2020 | 1,277 | $231.9B | 725,920,571 | 93 | 464 | 383 | 0.6% |
| Q3 2020 | 1,217 | $283.0B | 866,393,597 | 80 | 385 | 445 | 0.5% |
| Q2 2020 | 1,187 | $273.9B | 936,964,339 | 131 | 352 | 441 | 0.3% |
| Q1 2020 | 1,121 | $221.9B | 903,432,056 | 115 | 377 | 430 | 0.2% |
| Q4 2019 | 1,109 | $187.2B | 906,605,867 | 105 | 350 | 343 | 0.4% |
| Q3 2019 | 1,002 | $167.7B | 680,713,910 | 96 | 306 | 351 | 0.4% |
| Q2 2019 | 962 | $160.0B | 699,944,586 | 91 | 303 | 330 | 0.3% |
| Q1 2019 | 931 | $163.1B | 773,084,295 | 105 | 292 | 316 | 0.3% |
| Q4 2018 | 899 | $173.3B | 1,019,184,442 | 14 | 17 | 16 | 0.1% |