S&P Global Inc. (SPGI) — Institutional Holders, Q2 2026 (page 17)
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 1,601 to 1,700. 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 1,601–1,700 of 2,082
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1601 | OXFORD ASSET MANAGEMENT LLP#1601 · 649 sh | 649 | $264.3K | 0.13% | New |
| 1602 | Cooper Financial Group#1602 · 648 sh | 648 | $264.1K | — | -13.0% |
| 1603 | KHAZANAH NASIONAL BERHAD#1603 · 646 sh | 646 | $263.1K | 0.02% | -0.2% |
| 1604 | Voleon Capital Management#1604 · 645 sh | 645 | $262.7K | <0.01% | +0.2% |
| 1605 | FORA Capital#1605 · 645 sh | 645 | $262.4K | 0.02% | New |
| 1606 | PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.#1606 · 644 sh | 644 | $262.3K | 0.02% | -22.0% |
| 1607 | GEORGE KAISER FAMILY FOUNDATION#1607 · 644 sh | 644 | $262.3K | 0.03% | -22.0% |
| 1608 | Stablepoint Partners#1608 · 644 sh | 644 | $262.3K | 0.04% | -1.8% |
| 1609 | Leonard Rickey Investment Advisors P.L.L.C.#1609 · 642 sh | 642 | $261.6K | 0.04% | New |
| 1610 | HIGHLINE WEALTH PARTNERS#1610 · 642 sh | 642 | $261.5K | — | +298.8% |
| 1611 | Bouchey Financial Group Ltd#1611 · 640 sh | 640 | $260.6K | 0.02% | +1.6% |
| 1612 | Mattern Wealth Management#1612 · 637 sh | 637 | $259.6K | 0.04% | 0.0% |
| 1613 | Summit Global Investments#1613 · 636 sh | 636 | $259.0K | 0.01% | +0.3% |
| 1614 | SAX WEALTH ADVISORS#1614 · 609 sh | 609 | $258.9K | — | -22.9% |
| 1615 | Traveka Wealth#1615 · 635 sh | 635 | $258.5K | — | -10.2% |
| 1616 | TIAA , NATIONAL ASSOCIATION#1616 · 634 sh | 634 | $258.2K | 0.02% | -68.2% |
| 1617 | David R. Rahn & Associates#1617 · 633 sh | 633 | $257.8K | 0.06% | 0.0% |
| 1618 | Elwood & Goetz Wealth Advisory Group#1618 · 632 sh | 632 | $257.4K | 0.04% | -6.0% |
| 1619 | Wealth Architects#1619 · 630 sh | 630 | $256.6K | 0.02% | -2.6% |
| 1620 | Carr Financial Group#1620 · 628 sh | 628 | $255.8K | 0.06% | 0.0% |
| 1621 | Sunbeam Capital Management#1621 · 627 sh | 627 | $255.4K | 0.12% | +4.7% |
| 1622 | Fi3 FINANCIAL ADVISORS#1622 · 3,162 sh | 3,162 | $253.8K | 0.06% | +254.1% |
| 1623 | Marion Wealth Management#1623 · 623 sh | 623 | $253.8K | — | +20.7% |
| 1624 | Diversified Enterprises#1624 · 623 sh | 623 | $253.7K | — | -1.1% |
| 1625 | PAX Financial Group#1625 · 622 sh | 622 | $253.3K | 0.04% | -11.1% |
| 1626 | NORTHWEST WEALTH MANAGEMENT#1626 · 619 sh | 619 | $252.1K | 0.03% | -33.0% |
| 1627 | Cornerstone Wealth Management#1627 · 618 sh | 618 | $251.9K | 0.01% | -7.2% |
| 1628 | Harfst & Associates#1628 · 617 sh | 617 | $251.3K | — | -47.9% |
| 1629 | Uniting Wealth Partners#1629 · 610 sh | 610 | $248.4K | 0.05% | +27.1% |
| 1630 | Cromwell#1630 · 609 sh | 609 | $248.0K | 0.11% | -38.7% |
| 1631 | ASHTON THOMAS SECURITIES#1631 · 612 sh | 612 | $247.6K | — | -9.2% |
| 1632 | INTEGRITY ALLIANCE#1632 · 607 sh | 607 | $247.2K | <0.01% | +20.7% |
| 1633 | William Mack & Associates#1633 · 605 sh | 605 | $246.4K | 0.09% | New |
| 1634 | Gateway Wealth Partners#1634 · 603 sh | 603 | $245.7K | 0.01% | -40.8% |
| 1635 | Allegiance Financial Group Advisory Services#1635 · 602 sh | 602 | $245.2K | 0.04% | -52.0% |
| 1636 | Triad Wealth Partners#1636 · 588 sh | 588 | $244.8K | — | New |
| 1637 | Hudson Bay Capital Management#1637 · 601 sh | 601 | $244.8K | <0.01% | -96.2% |
| 1638 | ROMANO BROTHERS AND COMPANY#1638 · 599 sh | 599 | $243.9K | — | -10.7% |
| 1639 | UNIVERSITY OF CHICAGO#1639 · 598 sh | 598 | $243.5K | 0.06% | -8.0% |
| 1640 | VeraBank, N.A.#1640 · 597 sh | 597 | $243.1K | 0.04% | 0.0% |
| 1641 | GW&K Investment Management#1641 · 596 sh | 596 | $243.0K | <0.01% | -82.2% |
| 1642 | White Lighthouse Investment Management#1642 · 595 sh | 595 | $242.3K | — | -0.8% |
| 1643 | Legacy Wealth Advisors#1643 · 595 sh | 595 | $242.3K | 0.10% | +9.8% |
| 1644 | Darwin Wealth Management#1644 · 592 sh | 592 | $241.4K | 0.07% | +5.0% |
| 1645 | Net Worth Advisory Group#1645 · 592 sh | 592 | $241.1K | — | +1.4% |
| 1646 | Commerce Advisors#1646 · 591 sh | 591 | $240.7K | — | -0.2% |
| 1647 | Caerus Investment Advisors#1647 · 591 sh | 591 | $240.7K | 0.08% | -16.6% |
| 1648 | FORT WASHINGTON INVESTMENT ADVISORS#1648 · 590 sh | 590 | $240.3K | — | -8.2% |
| 1649 | Warther Private Wealth#1649 · 590 sh | 590 | $240.3K | 0.05% | -96.9% |
| 1650 | Kentucky#1650 · 590 sh | 590 | $240.3K | — | 0.0% |
| 1651 | MARIETTA INVESTMENT PARTNERS#1651 · 589 sh | 589 | $239.9K | 0.04% | -2.8% |
| 1652 | Community Bank, N.A.#1652 · 588 sh | 588 | $239.5K | 0.03% | 0.0% |
| 1653 | Fire Capital Management#1653 · 586 sh | 586 | $238.7K | 0.10% | New |
| 1654 | Murphy & Mullick Capital Management#1654 · 586 sh | 586 | $238.7K | 0.15% | 0.0% |
| 1655 | Ifrah Financial Services#1655 · 585 sh | 585 | $238.3K | — | +0.9% |
| 1656 | Ethos Financial Group#1656 · 567 sh | 567 | $237.9K | 0.02% | -29.8% |
| 1657 | Breakwater Capital Group#1657 · 584 sh | 584 | $237.8K | — | -6.7% |
| 1658 | ISTHMUS PARTNERS#1658 · 582 sh | 582 | $237.0K | — | 0.0% |
| 1659 | Investment Planning Advisors#1659 · 581 sh | 581 | $236.7K | — | New |
| 1660 | Samalin Investment Counsel#1660 · 579 sh | 579 | $235.7K | — | -1.5% |
| 1661 | Focused Wealth Management#1661 · 578 sh | 578 | $235.2K | 0.02% | New |
| 1662 | Stronghold Wealth Management L.L.C.#1662 · 576 sh | 576 | $234.6K | — | -7.1% |
| 1663 | Gerber Kawasaki Wealth & Investment Management#1663 · 575 sh | 575 | $234.4K | <0.01% | +2.7% |
| 1664 | StrongBox Wealth#1664 · 575 sh | 575 | $234.2K | 0.07% | 0.0% |
| 1665 | Impact Capital Partners#1665 · 575 sh | 575 | $234.2K | — | -5.7% |
| 1666 | Tyche Wealth Partners#1666 · 575 sh | 575 | $234.2K | 0.03% | -65.5% |
| 1667 | 44 WEALTH MANAGEMENT#1667 · 574 sh | 574 | $233.7K | 0.08% | -0.2% |
| 1668 | PATTEN & PATTEN#1668 · 573 sh | 573 | $233.4K | — | 0.0% |
| 1669 | FORBES J M & LLP#1669 · 569 sh | 569 | $231.7K | — | -3.6% |
| 1670 | Howard Capital Management Group#1670 · 569 sh | 569 | $231.7K | — | -35.6% |
| 1671 | Dakota Wealth Management#1671 · 564 sh | 564 | $229.7K | <0.01% | -77.1% |
| 1672 | OneAscent Family Office#1672 · 563 sh | 563 | $229.4K | 0.12% | +0.7% |
| 1673 | 180 WEALTH ADVISORS#1673 · 563 sh | 563 | $229.3K | 0.02% | -7.1% |
| 1674 | Advisor OS#1674 · 563 sh | 563 | $229.1K | 0.02% | -15.2% |
| 1675 | Purpose Unlimited#1675 · 562 sh | 562 | $228.9K | <0.01% | 0.0% |
| 1676 | May Hill Capital#1676 · 560 sh | 560 | $228.1K | 0.05% | -19.4% |
| 1677 | Essex Financial Services#1677 · 560 sh | 560 | $228.1K | 0.01% | -38.1% |
| 1678 | KINGSWOOD WEALTH ADVISORS#1678 · 557 sh | 557 | $227.0K | — | -16.7% |
| 1679 | Clark Capital Management Group#1679 · 557 sh | 557 | $227.0K | <0.01% | -28.5% |
| 1680 | Optiver Holding B.V.#1680 · 557 sh | 557 | $226.8K | <0.01% | New |
| 1681 | Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P#1681 · 555 sh | 555 | $226.0K | 0.03% | New |
| 1682 | NBH Bank#1682 · 555 sh | 555 | $226.0K | 0.10% | — |
| 1683 | W.H. Cornerstone Investments#1683 · 554 sh | 554 | $225.7K | 0.13% | 0.0% |
| 1684 | Granger Management#1684 · 553 sh | 553 | $225.2K | 0.07% | New |
| 1685 | LEGACY SOLUTIONS#1685 · 553 sh | 553 | $225.2K | — | +7.4% |
| 1686 | Graticule Asia Macro Advisors#1686 · 552 sh | 552 | $224.8K | 0.02% | New |
| 1687 | Reflection Asset Management#1687 · 552 sh | 552 | $224.8K | 0.11% | +3.4% |
| 1688 | Adelphi#1688 · 551 sh | 551 | $224.4K | — | -37.7% |
| 1689 | Meramec Financial Planners#1689 · 510 sh | 510 | $224.3K | 0.08% | 0.0% |
| 1690 | Financial Alternatives#1690 · 548 sh | 548 | $223.2K | 0.11% | 0.0% |
| 1691 | Tenon Financial#1691 · 546 sh | 546 | $222.4K | — | +2.2% |
| 1692 | Crewe Advisors#1692 · 545 sh | 545 | $222.0K | 0.02% | +17.5% |
| 1693 | PARTNERS WEALTH MANAGEMENT#1693 · 545 sh | 545 | $222.0K | 0.22% | 0.0% |
| 1694 | Heritage Family Offices, LLP#1694 · 542 sh | 542 | $220.8K | 0.09% | New |
| 1695 | Pacific Excel Wealth Advisors#1695 · 542 sh | 542 | $220.8K | 0.09% | New |
| 1696 | Bison Wealth#1696 · 493 sh | 493 | $220.3K | — | New |
| 1697 | FIRST FINANCIAL BANKSHARES#1697 · 538 sh | 538 | $219.1K | <0.01% | -98.3% |
| 1698 | KG&L Capital Management#1698 · 537 sh | 537 | $218.7K | — | -6.6% |
| 1699 | MOODY NATIONAL BANK DIVISION#1699 · 533 sh | 533 | $217.1K | — | -17.2% |
| 1700 | SeaCrest Wealth Management#1700 · 533 sh | 533 | $217.1K | — | -33.2% |
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.