S&P GLOBAL INC (SPGI)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
1,915
Reporting holders
$105.3B
Reported value
86.7%
Of shares outstanding
1.3%
Held as options
-96
Holder change
Institutions report 255,549,925 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.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
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 | 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 |
| Sixth Street Partners Management Company, L.P. | $990.4M | 2,431,860 | 0.13% | new | NEW |
| WELLS FARGO & COMPANY/MN | $973.5M | 2,389,255 | 0.16% | 31q | -52.4%-$1.1B |
| 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 | 1,867,953 | 0.04% | 31q | +18.6%+$123.9M |
| UBS Group AG | $749.3M | 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 | -46.1%-$588.0M |
| 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 | 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 |
| 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 | 1,218,370 | 0.20% | 31q | +64.4%+$189.7M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $476.7M | 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 | 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 | 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% | 17q | +6.3%+$22.1M |
| 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 |
| National Pension Service | $298.1M | 732,083 | 0.19% | 31q | +1.0%+$3.0M |
| JANE STREET GROUP, LLC | $292.0M | 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 |
| Corient Private Wealth LP | $278.1M | 682,871 | 0.18% | 15q | +62.5%+$107.0M |
| 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 | 592,093 | 0.12% | 13q | +81.5%+$108.6M |
| Allianz Asset Management GmbH | $239.7M | 511,778 | 0.21% | 40q | -2.4%-$6.0M |
| 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 |
| 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 |
| Rathbones Group PLC | $196.6M | 482,746 | 0.72% | 31q | -14.3%-$32.9M |
| 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 |
| 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 |
| Mawer Investment Management Ltd. | $174.5M | 428,573 | 1.19% | 31q | +11.9%+$18.5M |
| ProShare Advisors LLC | $173.7M | 426,502 | 0.25% | 31q | +14.1%+$21.5M |
Showing the largest 100 of 2,015 reported holders.
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 |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 1,915 | $105.3B | 255,549,925 | 149 | 639 | 799 | 1.3% |
| Q1 2026 | 2,011 | $109.0B | 252,154,176 | 179 | 683 | 811 | 1.5% |
| Q4 2025 | 2,081 | $136.3B | 255,443,325 | 150 | 682 | 710 | 2.2% |
| Q3 2025 | 1,929 | $125.6B | 254,778,767 | 117 | 688 | 647 | 1.3% |
| Q2 2025 | 1,937 | $137.3B | 257,373,080 | 108 | 693 | 689 | 1.2% |
| Q1 2025 | 1,944 | $131.2B | 255,799,324 | 162 | 696 | 661 | 1.1% |
| Q4 2024 | 1,901 | $131.2B | 261,212,241 | 104 | 615 | 628 | 0.9% |
| Q3 2024 | 1,780 | $136.8B | 261,634,815 | 161 | 590 | 623 | 1.2% |
| Q2 2024 | 1,676 | $117.7B | 261,574,490 | 112 | 631 | 531 | 0.9% |
| Q1 2024 | 1,667 | $115.6B | 268,730,647 | 129 | 598 | 565 | 1.2% |
| Q4 2023 | 1,613 | $122.9B | 274,114,345 | 144 | 524 | 516 | 1.8% |
| Q3 2023 | 1,456 | $96.6B | 259,701,289 | 92 | 520 | 468 | 1.7% |
| Q2 2023 | 1,436 | $106.5B | 262,862,105 | 111 | 476 | 497 | 1.1% |
| Q1 2023 | 1,389 | $91.1B | 264,753,867 | 102 | 494 | 455 | 0.7% |
| Q4 2022 | 1,250 | $81.5B | 241,790,427 | 91 | 416 | 452 | 1.1% |
| 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 | 1,655 | $130.4B | 310,656,110 | 213 | 887 | 300 | 2.2% |
| Q4 2021 | 1,546 | $110.0B | 228,674,658 | 118 | 561 | 378 | 2.0% |
| Q3 2021 | 1,418 | $97.6B | 225,170,400 | 108 | 494 | 409 | 2.0% |
| Q2 2021 | 1,363 | $94.1B | 224,519,475 | 132 | 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% |