S&P GLOBAL INC (SPGI)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
85
Reporting holders
$301.2M
Reported value
0.0%
Calls
0.0%
Puts
-1,935
Holder change
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 |
|---|---|---|---|---|---|
| Fenimore Asset Management Inc | $62.8M | 159,081 | 1.38% | 3q | +32.6%+$15.4M |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | $51.9M | 131,526 | 0.87% | 19q | -7.1%-$4.0M |
| JIA INVESTMENT ALLIANCE PTE. LTD. | $36.2M | 91,850 | 3.12% | 13q | HELD |
| Douglas Lane & Associates, LLC | $25.2M | 63,999 | 0.34% | 23q | +125.7%+$14.1M |
| EASTERN BANK | $23.6M | 59,878 | 0.36% | 32q | +6.5%+$1.4M |
| ROCKLAND TRUST CO | $22.8M | 57,706 | 0.87% | 29q | +4.6%+$998.4K |
| BRIGHT ROCK CAPITAL MANAGEMENT, LLC | $8.9M | 22,500 | 1.68% | 2q | HELD |
| PARK NATIONAL CORP /OH/ | $8.9M | 22,475 | 0.24% | 32q | -21.3%-$2.4M |
| CENTRAL BANK & TRUST CO | $6.6M | 16,634 | 0.94% | 32q | -1.1%-$73.0K |
| Farther Finance Advisors, LLC | $5.6M | 14,170 | 0.04% | 16q | +1.1%+$61.9K |
| YHB Investment Advisors, Inc. | $5.0M | 12,790 | 0.32% | 3q | +304.9%+$3.8M |
| MassMutual Private Wealth & Trust, FSB | $4.2M | 10,729 | 0.11% | 32q | -4.0%-$176.7K |
| Bell Asset Management Ltd | $3.8M | 9,637 | 1.37% | 32q | -19.5%-$921.9K |
| S.E.E.D. Planning Group LLC | $3.1M | 7,968 | 0.77% | 8q | +12.1%+$339.2K |
| GAMMA Investing LLC | $2.8M | 6,973 | 0.09% | 12q | +17.3%+$404.7K |
| Wedmont Private Capital | $2.1M | 5,164 | 0.05% | 20q | +30.9%+$491.3K |
| CYPRESS ASSET MANAGEMENT INC/TX | $2.0M | 5,048 | 0.39% | 26q | -1.8%-$37.1K |
| PFW Advisors LLC | $1.9M | 4,874 | 0.57% | 8q | HELD |
| ARGUS INVESTORS' COUNSEL, INC. | $1.5M | 3,805 | 1.17% | 23q | -7.7%-$125.8K |
| Valeo Financial Advisors, LLC | $1.5M | 3,712 | 0.03% | 21q | +6.3%+$86.8K |
| CHAPIN DAVIS, INC. | $1.3M | 3,282 | 0.25% | 12q | +76.8%+$562.5K |
| STABLEFORD CAPITAL II LLC | $1.2M | 3,153 | 0.43% | 3q | HELD |
| Strong Retirement Solutions LLC | $1.2M | 3,063 | 0.68% | 4q | +7.9%+$88.8K |
| Everhart Financial Group, Inc. | $912.4K | 2,313 | 0.06% | 18q | +18.7%+$144.0K |
| Lincoln Capital LLC | $781.5K | 1,984 | 0.14% | 19q | HELD |
| Avidian Wealth Enterprises, LLC | $765.5K | 1,941 | 0.02% | 9q | -2.0%-$15.4K |
| Legacy Wealth Asset Management, LLC | $739.7K | 1,875 | 0.16% | 24q | -17.5%-$156.6K |
| HF Advisory Group, LLC | $737.3K | 1,870 | 0.22% | new | NEW |
| Wealth Enhancement Trust Services, Inc. | $683.2K | 1,732 | 0.07% | 4q | -39.0%-$437.5K |
| Ebert Capital Management Inc. | $622.1K | 1,577 | 0.54% | 4q | -8.6%-$58.8K |
| TILIA FIDUCIARY PARTNERS, INC. | $616.7K | 1,564 | 0.14% | 20q | +85.5%+$284.3K |
| DAVIDSON TRUST CO | $607.5K | 1,540 | 0.24% | 28q | -13.8%-$97.4K |
| CANANDAIGUA NATIONAL BANK & TRUST CO | $589.7K | 1,495 | 0.05% | 14q | HELD |
| CoreCap Advisors, LLC | $588.7K | 1,492 | 0.02% | 12q | +24.7%+$116.8K |
| Barden Capital Management, Inc. | $554.2K | 1,405 | 0.50% | 10q | -6.2%-$36.7K |
| Applied Capital LLC/FL | $510.1K | 1,293 | 0.20% | 16q | +27.1%+$108.9K |
| CONGRESS ASSET MANAGEMENT CO | $509.9K | 1,293 | 0.00% | 32q | HELD |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $498.6K | 1,264 | 0.01% | 32q | +0.7%+$3.6K |
| GILPIN WEALTH MANAGEMENT, LLC | $455.2K | 1,154 | 0.31% | 4q | -4.2%-$19.7K |
| Shulman DeMeo Asset Management LLC | $419.2K | 1,072 | 0.08% | 20q | HELD |
| Apella Capital, LLC | $411.5K | 1,041 | 0.01% | 4q | +9.2%+$34.8K |
| Balefire, LLC | $384.6K | 975 | 0.06% | 14q | +4.3%+$15.8K |
| Grove Bank & Trust | $372.8K | 945 | 0.04% | 26q | +1.5%+$5.5K |
| Venture Visionary Partners LLC | $347.9K | 882 | 0.01% | 14q | -15.2%-$62.3K |
| Byrne Asset Management LLC | $343.9K | 886 | 0.19% | 8q | +13.7%+$41.5K |
| Quintet Private Bank (Europe) S.A. | $317.9K | 806 | 0.01% | 16q | +62.5%+$122.3K |
| Investors Research Corp | $310.4K | 787 | 0.05% | 7q | HELD |
| Gainplan LLC | $302.6K | 767 | 0.12% | 22q | -0.8%-$2.4K |
| ACIMA PRIVATE WEALTH, LLC | $296.6K | 752 | 0.09% | 32q | -9.0%-$29.2K |
| Violich Capital Management, Inc. | $295.9K | 750 | 0.03% | 30q | HELD |
| Galvin, Gaustad & Stein, LLC | $290.0K | 735 | 0.02% | 2q | -1.1%-$3.2K |
| Versant Capital Management, Inc | $269.8K | 684 | 0.02% | 32q | -7.1%-$20.5K |
| RIVERSEDGE ADVISORS, LLC | $246.2K | 624 | 0.03% | 2q | -23.6%-$76.2K |
| Cooper Financial Group | $223.4K | 566 | 0.02% | 5q | -12.7%-$32.4K |
| Breakwater Capital Group | $220.7K | 559 | 0.03% | 7q | -4.3%-$9.9K |
| MOODY NATIONAL BANK TRUST DIVISION | $213.0K | 540 | 0.02% | 9q | +1.3%+$2.8K |
| LEGACY SOLUTIONS, LLC | $211.2K | 535 | 0.16% | 8q | -3.3%-$7.1K |
| Paragon Capital Management Ltd | $209.9K | 532 | 0.04% | 7q | HELD |
| Elm3 Financial Group, LLC | $206.8K | 524 | 0.14% | 8q | -20.5%-$53.3K |
| General Partner, Inc. | $174.8K | 443 | 0.09% | 16q | HELD |
| AMERICAN NATIONAL BANK & TRUST | $112.8K | 286 | 0.01% | 20q | -16.9%-$22.9K |
| Planning Strategies Inc. | $93.1K | 236 | 0.06% | 2q | +1211.1%+$86.0K |
| GoalVest Advisory LLC | $91.5K | 232 | 0.02% | 22q | -11.5%-$11.8K |
| Central Pacific Bank - Trust Division | $78.1K | 198 | 0.01% | 11q | HELD |
| ATWOOD & PALMER INC | $76.9K | 195 | 0.00% | 14q | HELD |
| Dorato Capital Management | $69.6K | 176 | 0.05% | 4q | HELD |
| Rosenberg Matthew Hamilton | $66.7K | 169 | 0.01% | 21q | +113.9%+$35.5K |
| ELEVATION WEALTH PARTNERS, LLC | $48.1K | 122 | 0.01% | 12q | -6.2%-$3.2K |
| TOMPKINS FINANCIAL CORP | $45.4K | 115 | 0.00% | 17q | HELD |
| BURKETT FINANCIAL SERVICES, LLC | $36.7K | 93 | 0.01% | 9q | +1450.0%+$34.4K |
| Mn Services Vermogensbeheer B.V. | $35.2K | 89,294 | 0.26% | 31q | +1.1% |
| NORTH POINT PORTFOLIO MANAGERS CORP/OH | $28.4K | 72 | 0.00% | new | NEW |
| Bangor Savings Bank | $27.2K | 69 | 0.00% | 18q | -29.6%-$11.4K |
| Bank of New Hampshire | $25.6K | 65 | 0.01% | 22q | HELD |
| ARMSTRONG ADVISORY GROUP, INC | $25.6K | 65 | 0.00% | 16q | HELD |
| GK Wealth Management LLC | $25.3K | 64 | 0.01% | new | NEW |
| Hickory Point Bank & Trust | $22.9K | 58 | 0.01% | 3q | HELD |
| PROFESSIONAL ADVISORY SERVICES INC | $22.6K | 57,215 | 2.70% | 31q | +2.7% |
| Aventus Investment Advisors, Inc. | $19.7K | 50 | 0.01% | 6q | HELD |
| Marquette Asset Management, LLC | $13.4K | 34 | 0.00% | 5q | HELD |
| MJT & Associates Financial Advisory Group, Inc. | $8.7K | 22 | 0.01% | 7q | -21.4%-$2.4K |
| Pacifica Partners Inc. | $6.2K | 16 | 0.00% | 19q | HELD |
| NEVILLE RODIE & SHAW INC | $3.9K | 9,944 | 0.27% | 32q | HELD |
| Davis Capital Management | $3.2K | 8 | 0.00% | 8q | -80.0%-$12.6K |
| Paladin Partners, LLC | $2.8K | 7 | 0.00% | 2q | HELD |
| Retirement Wealth Solutions LLC | $1.6K | 4 | 0.00% | new | NEW |
| Bullock Wealth Management Group | $1.6K | 4 | 0.00% | 11q | HELD |
| TOTH FINANCIAL ADVISORY CORP | $1.2K | 3 | 0.00% | new | NEW |
| CX Institutional | $805 | 2,040 | 0.02% | 16q | -88.7%-$6.3K |
| Polaris Financial Partners | $14 | 36 | 0.01% | new | FIRST |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-05-01 | Clay Catherine R | CEO, S&P Dow Jones Indices | Bought | 2,500 | $1.1M |
| 2026-04-29 | CHEUNG MARTINA | CEO & President | Bought | 2,322 | $998.3K |
| 2026-04-30 | Moritz Robert Edward Jr. | Director | Bought | 1,152 | $500.0K |
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 | 85 | $301.2M | 763,577 | 5 | 26 | 30 | 0.0% |
| Q2 2026 | 2,020 | $115.4B | 279,956,182 | 157 | 670 | 839 | 1.4% |
| Q1 2026 | 2,114 | $111.9B | 258,939,117 | 186 | 722 | 844 | 1.5% |
| Q4 2025 | 2,200 | $141.9B | 266,010,497 | 156 | 718 | 748 | 2.1% |
| Q3 2025 | 2,052 | $130.0B | 263,736,115 | 129 | 727 | 694 | 1.3% |
| Q2 2025 | 2,074 | $144.8B | 269,866,438 | 113 | 736 | 743 | 1.1% |
| Q1 2025 | 2,088 | $136.8B | 266,774,924 | 168 | 753 | 708 | 1.0% |
| Q4 2024 | 2,048 | $137.7B | 274,080,903 | 115 | 651 | 682 | 0.9% |
| Q3 2024 | 1,936 | $143.8B | 275,113,921 | 170 | 627 | 692 | 1.2% |
| Q2 2024 | 1,845 | $124.2B | 275,905,380 | 131 | 681 | 593 | 0.9% |
| Q1 2024 | 1,839 | $122.1B | 283,777,635 | 143 | 656 | 625 | 1.2% |
| Q4 2023 | 1,783 | $129.4B | 288,776,953 | 154 | 582 | 581 | 1.7% |
| Q3 2023 | 1,636 | $102.2B | 274,863,459 | 107 | 571 | 539 | 1.6% |
| Q2 2023 | 1,631 | $113.0B | 279,115,527 | 127 | 546 | 558 | 1.0% |
| Q1 2023 | 1,597 | $98.8B | 285,826,702 | 112 | 569 | 529 | 0.7% |
| Q4 2022 | 1,574 | $95.6B | 281,486,084 | 111 | 503 | 586 | 1.3% |
| Q3 2022 | 1,503 | $89.4B | 287,502,405 | 81 | 522 | 553 | 1.6% |
| Q2 2022 | 1,564 | $102.7B | 295,982,481 | 88 | 544 | 595 | 2.7% |
| Q1 2022 | 1,656 | $130.4B | 310,660,110 | 213 | 888 | 300 | 2.2% |
| Q4 2021 | 1,546 | $110.0B | 228,674,658 | 118 | 561 | 379 | 2.0% |
| Q3 2021 | 1,419 | $97.6B | 225,173,400 | 108 | 494 | 409 | 2.0% |
| Q2 2021 | 1,364 | $94.1B | 224,522,475 | 133 | 492 | 382 | 2.0% |
| Q1 2021 | 1,305 | $77.5B | 216,385,694 | 133 | 489 | 390 | 1.5% |
| Q4 2020 | 1,283 | $70.8B | 206,387,045 | 93 | 470 | 380 | 1.9% |
| Q3 2020 | 1,222 | $74.0B | 201,277,039 | 80 | 386 | 448 | 2.0% |
| Q2 2020 | 1,191 | $67.6B | 202,600,974 | 131 | 353 | 442 | 1.3% |
| Q1 2020 | 1,123 | $50.8B | 205,263,183 | 115 | 379 | 430 | 0.9% |
| Q4 2019 | 1,117 | $57.1B | 206,890,875 | 106 | 353 | 344 | 1.2% |
| Q3 2019 | 1,007 | $51.2B | 205,730,393 | 97 | 308 | 352 | 1.5% |
| Q2 2019 | 967 | $48.1B | 208,684,833 | 92 | 304 | 332 | 1.1% |
| Q1 2019 | 935 | $44.6B | 209,903,776 | 105 | 292 | 317 | 0.9% |
| Q4 2018 | 901 | $36.7B | 215,040,680 | 13 | 18 | 16 | 0.4% |