Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in SPGI held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 24.1M | $10.24B | -6.8% | 8.132% | 0.18% |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 19.4M | $8.24B | — | 6.549% | 0.21% |
| 3 | STATE STREET CORP | 14.2M | $6.03B | -0.6% | 4.789% | 0.21% |
| 4 | TCI Fund Management Ltd | 14.0M | $5.97B | +19.0% | 4.742% | 13.22% |
| 5 | MORGAN STANLEY | 7.9M | $3.36B | -5.1% | 2.672% | 0.20% |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 6.9M | $2.93B | +0.9% | 2.337% | 0.18% |
| 7 | VANGUARD PORTFOLIO MANAGEMENT LLC | 6.8M | $2.88B | — | 2.284% | 0.15% |
| 8 | WELLINGTON MANAGEMENT GROUP LLP | 6.1M | $2.58B | +26.8% | 2.048% | 0.48% |
| 9 | BANK OF AMERICA CORP /DE/ | 4.4M | $1.89B | -2.2% | 1.503% | 0.14% |
| 10 | Capital International Investors | 3.5M | $1.50B | +15.8% | 1.188% | 0.35% |
| 11 | FMR LLC | 3.3M | $1.39B | -4.3% | 1.106% | 0.07% |
| 12 | NORTHERN TRUST CORP | 3.0M | $1.29B | -1.7% | 1.027% | 0.17% |
| 13 | GOLDMAN SACHS GROUP INC | 3.0M | $1.26B | +21.3% | 1.003% | 0.14% |
| 14 | UBS ASSET MANAGEMENT AMERICAS INC | 3.0M | $1.26B | +6.7% | 1.001% | 0.26% |
| 15 | Kentucky Farm Bureau Mutual Insurance Co | 4K | $1.09B | — | 0.001% | 0.02% |
| 16 | WELLS FARGO & COMPANY/MN | 2.5M | $1.07B | -42.4% | 0.848% | 0.23% |
| 17 | Invesco Ltd. | 2.3M | $982.8M | -1.2% | 0.781% | 0.15% |
| 18 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2.3M | $966.9M | +2.1% | 0.768% | 0.15% |
| 19 | Legal & General Group Plc | 2.1M | $910.5M | +0.1% | 0.723% | 0.21% |
| 20 | Unisphere Establishment | 2.1M | $906.0M | +6.5% | 0.720% | 7.62% |
| 21 | Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 2.0M | $868.5M | +3.6% | 0.690% | 0.58% |
| 22 | Amundi | 1.9M | $824.7M | -8.0% | 0.655% | 0.22% |
| 23 | UBS Group AG | 1.9M | $820.9M | +21.9% | 0.652% | 0.12% |
| 24 | ALLIANCEBERNSTEIN L.P. | 1.5M | $803.2M | +22.0% | 0.519% | 0.26% |
| 25 | Nuveen, LLC | 1.8M | $776.9M | -3.9% | 0.617% | 0.21% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in SPGI — a direct measure of their conviction.
Filings activity in SPGI during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 2,048 | 3.1% | 85.18% | 21.48 pp | $105.62B | 20% |
| Q4 2025 | 2,114 | +7.0% | 106.66% | +1.91 pp | $132.26B | +1.8% |
| Q3 2025 | 1,976 | 1.1% | 104.75% | 3.52 pp | $129.89B | 3.2% |
| Q2 2025 | 1,997 | +0.4% | 108.27% | +6.14 pp | $134.25B | +6.0% |
| Q1 2025 | 1,990 | +2.8% | 102.13% | 0.87 pp | $126.64B | 0.8% |
| Q4 2024 | 1,935 | +5.0% | 103.00% | 3.43 pp | $127.72B | 3.2% |
| Q3 2024 | 1,843 | +5.9% | 106.43% | +3.17 pp | $131.97B | +3.1% |
| Q2 2024 | 1,741 | — | 103.26% | — | $128.03B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Latest Form 4 transactions by company officers and directors. Insider buys are widely viewed as the highest-conviction signal because executives are risking personal capital.
| Date | Insider | Action | Shares | Price | Value |
|---|---|---|---|---|---|
| May 1, 2026 | Clay Catherine R | Buy | 3K | $431.39 | $1.1M |
| Apr 30, 2026 | Moritz Robert Edward Jr. | Buy | 1K | $434.03 | $500K |
| Apr 29, 2026 | CHEUNG MARTINA | Buy | 2K | $429.93 | $998K |
Quick answers to the most common questions about buying SPGI stock.
Based on Q1 2026 13F filings, institutional ownership of S&P Global Inc. stands at 85.2%, held across 2,048 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of SPGI, with approximately 24,071,452 shares worth $10.24B as of Q1 2026.
Yes — 1 widely-followed marquee investor appear among the top 25 institutional holders of SPGI, including TCI Fund Management Ltd.
Our composite Smart Money Score for SPGI is 29 out of 100 (Bearish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
241 institutions opened new positions in SPGI during Q1 2026, while 307 fully exited. 286 added to existing positions and 1,519 trimmed.
SPGI institutional ownership fell by 21.48 percentage points quarter-over-quarter, with a net change of -66 holders.
The top 10 institutions account for 43.2% of all reported 13F value in SPGI, and the top 25 account for 57.6%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.