# S&P GLOBAL INC (SPGI)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/SPGI/

- Reporting holders: 85
- Reported value: $301.2M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Fenimore Asset Management Inc](https://holderbook.com/funds/884566-fenimore-asset-management-inc/) | $62.8M | 159,081 | 1.4% | 3 |
| [CONFLUENCE INVESTMENT MANAGEMENT LLC](https://holderbook.com/funds/1442056-confluence-investment-management-llc/) | $51.9M | 131,526 | 0.9% | 19 |
| [JIA INVESTMENT ALLIANCE PTE. LTD.](https://holderbook.com/funds/1966595-jia-investment-alliance-pte-ltd/) | $36.2M | 91,850 | 3.1% | 13 |
| [Douglas Lane & Associates, LLC](https://holderbook.com/funds/1672594-douglas-lane-associates-llc/) | $25.2M | 63,999 | 0.3% | 23 |
| [EASTERN BANK](https://holderbook.com/funds/1126395-eastern-bank/) | $23.6M | 59,878 | 0.4% | 32 |
| [ROCKLAND TRUST CO](https://holderbook.com/funds/84616-rockland-trust-co/) | $22.8M | 57,706 | 0.9% | 29 |
| [BRIGHT ROCK CAPITAL MANAGEMENT, LLC](https://holderbook.com/funds/1509973-bright-rock-capital-management-llc/) | $8.9M | 22,500 | 1.7% | 2 |
| [PARK NATIONAL CORP /OH/](https://holderbook.com/funds/805676-park-national-corp-oh/) | $8.9M | 22,475 | 0.2% | 32 |
| [CENTRAL BANK & TRUST CO](https://holderbook.com/funds/1175954-central-bank-trust-co/) | $6.6M | 16,634 | 0.9% | 32 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $5.6M | 14,170 | 0.0% | 16 |
| [YHB Investment Advisors, Inc.](https://holderbook.com/funds/1469219-yhb-investment-advisors-inc/) | $5.0M | 12,790 | 0.3% | 3 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $4.2M | 10,729 | 0.1% | 32 |
| [Bell Asset Management Ltd](https://holderbook.com/funds/1681004-bell-asset-management-ltd/) | $3.8M | 9,637 | 1.4% | 32 |
| [S.E.E.D. Planning Group LLC](https://holderbook.com/funds/1765515-s-e-e-d-planning-group-llc/) | $3.1M | 7,968 | 0.8% | 8 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $2.8M | 6,973 | 0.1% | 12 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $2.1M | 5,164 | 0.0% | 20 |
| [CYPRESS ASSET MANAGEMENT INC/TX](https://holderbook.com/funds/1030618-cypress-asset-management-inc-tx/) | $2.0M | 5,048 | 0.4% | 26 |
| [PFW Advisors LLC](https://holderbook.com/funds/1989744-pfw-advisors-llc/) | $1.9M | 4,874 | 0.6% | 8 |
| [ARGUS INVESTORS' COUNSEL, INC.](https://holderbook.com/funds/7195-argus-investors-counsel-inc/) | $1.5M | 3,805 | 1.2% | 23 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $1.5M | 3,712 | 0.0% | 21 |
| [CHAPIN DAVIS, INC.](https://holderbook.com/funds/872098-chapin-davis-inc/) | $1.3M | 3,282 | 0.2% | 12 |
| [STABLEFORD CAPITAL II LLC](https://holderbook.com/funds/1842089-stableford-capital-ii-llc/) | $1.2M | 3,153 | 0.4% | 3 |
| [Strong Retirement Solutions LLC](https://holderbook.com/funds/2111795-strong-retirement-solutions-llc/) | $1.2M | 3,063 | 0.7% | 4 |
| [Everhart Financial Group, Inc.](https://holderbook.com/funds/1852858-everhart-financial-group-inc/) | $912.4K | 2,313 | 0.1% | 18 |
| [Lincoln Capital LLC](https://holderbook.com/funds/1633862-lincoln-capital-llc/) | $781.5K | 1,984 | 0.1% | 19 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 85 | $301.2M |
| Q2 2026 | 2,020 | $115.4B |
| Q1 2026 | 2,114 | $111.9B |
| Q4 2025 | 2,200 | $141.9B |
| Q3 2025 | 2,052 | $130.0B |
| Q2 2025 | 2,074 | $144.8B |
| Q1 2025 | 2,088 | $136.8B |
| Q4 2024 | 2,048 | $137.7B |
| Q3 2024 | 1,936 | $143.8B |
| Q2 2024 | 1,845 | $124.2B |
| Q1 2024 | 1,839 | $122.1B |
| Q4 2023 | 1,783 | $129.4B |

