S&P Global Inc. (SPGI) — Institutional Holders, Q2 2026 (page 11)
2,082 institutional investment managers reported a SPGI position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $105.5B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1,001 to 1,100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
SPGI 13F holders ranked 1,001–1,100 of 2,082
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1001 | Swan Global Investments#1001 · 3,086 sh | 3,086 | $1.3M | 0.04% | New |
| 1002 | PANAGORA ASSET MANAGEMENT#1002 · 3,082 sh | 3,082 | $1.3M | <0.01% | -28.5% |
| 1003 | Great Lakes Retirement#1003 · 3,053 sh | 3,053 | $1.2M | — | -2.9% |
| 1004 | COOPER INVESTORS PTY LTD#1004 · 3,043 sh | 3,043 | $1.2M | — | 0.0% |
| 1005 | Strengthening Families & Communities#1005 · 3,036 sh | 3,036 | $1.2M | — | +8.7% |
| 1006 | Cambria Investment Management, L.P.#1006 · 3,014 sh | 3,014 | $1.2M | 0.06% | +90.6% |
| 1007 | TD PRIVATE CLIENT WEALTH#1007 · 3,013 sh | 3,013 | $1.2M | 0.02% | +9.2% |
| 1008 | SBI Okasan Asset Management Ltd.#1008 · 3,000 sh | 3,000 | $1.2M | 0.04% | 0.0% |
| 1009 | Boston Walden#1009 · 3,004 sh | 3,004 | $1.2M | <0.01% | -12.0% |
| 1010 | McMillan Office#1010 · 2,998 sh | 2,998 | $1.2M | 0.14% | 0.0% |
| 1011 | Citrine Capital#1011 · 2,992 sh | 2,992 | $1.2M | — | -1.4% |
| 1012 | HORIZON KINETICS ASSET MANAGEMENT#1012 · 2,970 sh | 2,970 | $1.2M | 0.01% | -20.8% |
| 1013 | Diversified#1013 · 2,969 sh | 2,969 | $1.2M | 0.02% | -4.1% |
| 1014 | Anchor Investment Management#1014 · 2,962 sh | 2,962 | $1.2M | 0.09% | +2.5% |
| 1015 | NICHOLS & PRATT ADVISERS LLP#1015 · 2,960 sh | 2,960 | $1.2M | — | 0.0% |
| 1016 | Evercore Wealth Management#1016 · 2,951 sh | 2,951 | $1.2M | 0.02% | -0.1% |
| 1017 | Waratah Capital Advisors Ltd.#1017 · 2,951 sh | 2,951 | $1.2M | 0.04% | New |
| 1018 | AIMZ Investment Advisors#1018 · 2,932 sh | 2,932 | $1.2M | 0.33% | 0.0% |
| 1019 | HBK Sorce Advisory#1019 · 2,897 sh | 2,897 | $1.2M | 0.02% | -4.1% |
| 1020 | Balentine#1020 · 2,917 sh | 2,917 | $1.2M | 0.04% | +115.3% |
| 1021 | Perpetual Ltd#1021 · 2,893 sh | 2,893 | $1.2M | — | +166.4% |
| 1022 | WealthPlan Investment Management#1022 · 2,892 sh | 2,892 | $1.2M | — | -19.0% |
| 1023 | KIRTLAND HILLS CAPITAL MANAGEMENT#1023 · 2,886 sh | 2,886 | $1.2M | 0.33% | -0.6% |
| 1024 | FOSTER DYKEMA CABOT & PARTNERS#1024 · 2,859 sh | 2,859 | $1.2M | 0.07% | 0.0% |
| 1025 | CARRET ASSET MANAGEMENT#1025 · 2,857 sh | 2,857 | $1.2M | 0.10% | +0.2% |
| 1026 | NATIONS FINANCIAL GROUP , /IA#1026 · 2,852 sh | 2,852 | $1.2M | 0.06% | -1.2% |
| 1027 | BLB&B Advisors#1027 · 2,850 sh | 2,850 | $1.2M | 0.04% | -65.7% |
| 1028 | Knollwood Investment Advisory#1028 · 2,848 sh | 2,848 | $1.2M | 0.10% | -73.1% |
| 1029 | Strong Retirement Solutions#1029 · 2,838 sh | 2,838 | $1.2M | — | +11.9% |
| 1030 | WESTPORT ASSET MANAGEMENT#1030 · 3,000 sh | 3,000 | $1.2M | 0.47% | 0.0% |
| 1031 | CIGNA INVESTMENTS#1031 · 2,824 sh | 2,824 | $1.1M | — | -2.4% |
| 1032 | EVOLVE PRIVATE WEALTH#1032 · 2,811 sh | 2,811 | $1.1M | 0.07% | -11.7% |
| 1033 | EVERGREEN CAPITAL MANAGEMENT#1033 · 2,808 sh | 2,808 | $1.1M | — | -49.5% |
| 1034 | OF OKLAHOMA#1034 · 2,805 sh | 2,805 | $1.1M | — | -9.2% |
| 1035 | Boreal Capital Management#1035 · 2,803 sh | 2,803 | $1.1M | 0.85% | 0.0% |
| 1036 | Kampmann Melissa S.#1036 · 2,797 sh | 2,797 | $1.1M | 0.86% | -50.0% |
| 1037 | Thomasville National Bank#1037 · 2,788 sh | 2,788 | $1.1M | 0.06% | — |
| 1038 | Reynders McVeigh Capital Management#1038 · 2,769 sh | 2,769 | $1.1M | 0.05% | 0.0% |
| 1039 | Souders Financial Advisors#1039 · 2,749 sh | 2,749 | $1.1M | 0.11% | -4.2% |
| 1040 | Portfolio Design Labs#1040 · 2,721 sh | 2,721 | $1.1M | 0.18% | +4.0% |
| 1041 | AlphaCore Capital#1041 · 2,711 sh | 2,711 | $1.1M | 0.02% | -12.9% |
| 1042 | Peloton Wealth Strategists#1042 · 2,707 sh | 2,707 | $1.1M | 0.41% | -32.6% |
| 1043 | INGALLS & SNYDER#1043 · 2,698 sh | 2,698 | $1.1M | 0.03% | 0.0% |
| 1044 | Voya Financial Advisors#1044 · 2,688 sh | 2,688 | $1.1M | 0.10% | +58.2% |
| 1045 | Hartford Funds Management#1045 · 2,676 sh | 2,676 | $1.1M | 0.09% | +21.5% |
| 1046 | Confluence Wealth Services#1046 · 2,651 sh | 2,651 | $1.1M | 0.03% | +31.4% |
| 1047 | Compound Planning#1047 · 2,640 sh | 2,640 | $1.1M | 0.03% | -9.7% |
| 1048 | Savvy Advisors#1048 · 2,629 sh | 2,629 | $1.1M | 0.02% | -45.2% |
| 1049 | CARY STREET PARTNERS INVESTMENT ADVISORY#1049 · 2,627 sh | 2,627 | $1.1M | 0.22% | +0.5% |
| 1050 | Accretive Wealth Partners#1050 · 2,627 sh | 2,627 | $1.1M | 0.26% | +3.2% |
| 1051 | PROFUND ADVISORS#1051 · 2,626 sh | 2,626 | $1.1M | 0.03% | -3.6% |
| 1052 | River Wealth Advisors#1052 · 2,606 sh | 2,606 | $1.1M | 0.11% | +0.5% |
| 1053 | CAXTON ASSOCIATES LLP#1053 · 2,595 sh | 2,595 | $1.1M | 0.02% | -63.1% |
| 1054 | Sky Investment Group#1054 · 2,571 sh | 2,571 | $1.0M | 0.16% | +62.4% |
| 1055 | Diversify Advisory Services#1055 · 2,364 sh | 2,364 | $1.0M | — | New |
| 1056 | DIVERSIFY WEALTH MANAGEMENT#1056 · 2,364 sh | 2,364 | $1.0M | — | -4.9% |
| 1057 | Foundations Investment Advisors#1057 · 2,553 sh | 2,553 | $1.0M | 0.01% | -31.9% |
| 1058 | Regal Investment Advisors#1058 · 2,549 sh | 2,549 | $1.0M | 0.05% | -8.8% |
| 1059 | Checchi Capital Advisers#1059 · 2,547 sh | 2,547 | $1.0M | 0.05% | -9.7% |
| 1060 | Marshall Financial Group#1060 · 2,540 sh | 2,540 | $1.0M | 0.15% | +1.6% |
| 1061 | THOMPSON INVESTMENT MANAGEMENT#1061 · 2,500 sh | 2,500 | $1.0M | — | 0.0% |
| 1062 | TWIN CITY PRIVATE WEALTH#1062 · 2,496 sh | 2,496 | $1.0M | 0.71% | New |
| 1063 | Unique Wealth Strategies#1063 · 2,487 sh | 2,487 | $1.0M | — | New |
| 1064 | Smart Money Group#1064 · 2,486 sh | 2,486 | $1.0M | 0.26% | +8.1% |
| 1065 | K.J. Harrison & Partners#1065 · 2,480 sh | 2,480 | $1.0M | 0.14% | -24.8% |
| 1066 | Polymer Capital Management (HK) LTD#1066 · 2,480 sh | 2,480 | $1.0M | 0.05% | +30.0% |
| 1067 | One Wealth Advisors#1067 · 2,476 sh | 2,476 | $1.0M | 0.11% | +21.8% |
| 1068 | Caldwell#1068 · 2,463 sh | 2,463 | $1.0M | 0.08% | +69.7% |
| 1069 | Geneos Wealth Management#1069 · 2,461 sh | 2,461 | $1.0M | 0.02% | +1498.1% |
| 1070 | NewEdge Wealth#1070 · 2,443 sh | 2,443 | $994.9K | <0.01% | -10.7% |
| 1071 | Axxion S.A.#1071 · 2,429 sh | 2,429 | $989.2K | — | — |
| 1072 | TICINO WEALTH#1072 · 2,425 sh | 2,425 | $987.6K | — | +65.9% |
| 1073 | WEALTH ALLIANCE#1073 · 2,413 sh | 2,413 | $982.8K | 0.08% | -23.8% |
| 1074 | Excelsior Advisor Network#1074 · 2,406 sh | 2,406 | $980.0K | 0.13% | New |
| 1075 | Cooke Wealth Management#1075 · 2,400 sh | 2,400 | $977.4K | — | +20.0% |
| 1076 | Palumbo Wealth Management#1076 · 2,389 sh | 2,389 | $972.9K | 0.20% | -2.7% |
| 1077 | Crew Capital Management, Ltd.#1077 · 2,387 sh | 2,387 | $972.1K | 0.53% | New |
| 1078 | Legacy Financial Strategies#1078 · 2,384 sh | 2,384 | $970.7K | — | -62.9% |
| 1079 | Members#1079 · 2,383 sh | 2,383 | $970.5K | 0.03% | 0.0% |
| 1080 | Ellevest#1080 · 2,381 sh | 2,381 | $967.7K | 0.11% | -2.9% |
| 1081 | EPG Wealth Management#1081 · 2,371 sh | 2,371 | $965.7K | 0.23% | -3.2% |
| 1082 | Boit C F David#1082 · 2,350 sh | 2,350 | $957.1K | 0.40% | +14.6% |
| 1083 | CHATHAM CAPITAL GROUP#1083 · 2,345 sh | 2,345 | $955.0K | — | -12.5% |
| 1084 | STEVENS CAPITAL PARTNERS#1084 · 2,337 sh | 2,337 | $952.0K | 0.18% | +3.1% |
| 1085 | GSG Advisors#1085 · 2,335 sh | 2,335 | $950.9K | 0.21% | -2.3% |
| 1086 | Advisory Solutions Group#1086 · 2,334 sh | 2,334 | $950.7K | — | — |
| 1087 | Premier Path Wealth Partners#1087 · 2,322 sh | 2,322 | $945.5K | — | -1.3% |
| 1088 | Cape Investment Advisory#1088 · 2,308 sh | 2,308 | $940.0K | — | New |
| 1089 | Spears Abacus Advisors#1089 · 2,303 sh | 2,303 | $937.9K | 0.02% | -42.4% |
| 1090 | Shepherd Financial Partners#1090 · 2,299 sh | 2,299 | $936.4K | 0.08% | -1.5% |
| 1091 | ASO GROUP Ltd#1091 · 2,299 sh | 2,299 | $936.0K | 0.40% | 0.0% |
| 1092 | Ramirez Asset Management#1092 · 2,296 sh | 2,296 | $935.1K | 0.10% | 0.0% |
| 1093 | Limestone Investment Advisors#1093 · 2,290 sh | 2,290 | $932.6K | 0.07% | +1.8% |
| 1094 | CERTUITY#1094 · 2,285 sh | 2,285 | $930.7K | 0.05% | -3.4% |
| 1095 | Legacy Wealth Asset Management#1095 · 2,272 sh | 2,272 | $925.3K | — | +1.2% |
| 1096 | Chicago Capital#1096 · 2,260 sh | 2,260 | $920.4K | — | -53.6% |
| 1097 | COMMERZBANK AKTIENGESELLSCHAFT#1097 · 2,245 sh | 2,245 | $914.0K | 0.02% | -20.0% |
| 1098 | Guilbault Capital#1098 · 2,240 sh | 2,240 | $912.3K | 0.92% | 0.0% |
| 1099 | SUMMIT WEALTH GROUP#1099 · 2,238 sh | 2,238 | $911.3K | 0.08% | +2.2% |
| 1100 | Moors & Cabot#1100 · 2,234 sh | 2,234 | $909.7K | 0.04% | +20.4% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.