SPGI Institutional Ownership
S&P Global Inc.
1W: +2.5%
1M: +13.4%
3M: +7.0%
YTD: -12.2%
1Y: -8.1%
3Y: +30.5%
5Y: +3.1%
$448.93
-1.72 (-0.38%)
Weekly Expected Move ±3.3%
$421
$435
$450
$465
$480
Credit Risk of going bust: not rated, financial company (lending is its business) Bonds: $145.5M held by 225 funds, 54 bp over Treasuries → details ▾
Not rated: lending and leverage are a financial company's business, which the model misreads.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
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Institutional Ownership — SPGI
2,267
Institutional Holders
-109 vs prior quarter
0.0%
Ownership
+0.00pp
$105B
Total Invested
178
New Positions
700
Increased
1137
Reduced
248
Closed
1.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (2517 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 23,981,586 | $10.8B | -89,866 | -0.4% | 8Q | SEC ↗ |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 19,302,219 | $8.7B | -81,591 | -0.4% | 2Q | SEC ↗ |
| 3 | STATE STREET CORP | 14,482,789 | $6.5B | +307,255 | +2.2% | 42Q | SEC ↗ |
| 4 | TCI FUND MANAGEMENT LTD | 14,081,957 | $6.3B | +46,647 | +0.3% | 38Q | SEC ↗ |
| 5 | MORGAN STANLEY | 7,309,278 | $3.3B | -598,902 | -7.6% | 41Q | SEC ↗ |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 6,903,684 | $3.1B | -14,276 | -0.2% | 41Q | SEC ↗ |
| 7 | VANGUARD PORTFOLIO MANAGEMENT LLC | 6,266,316 | $2.8B | -494,026 | -7.3% | 2Q | SEC ↗ |
| 8 | WELLINGTON MANAGEMENT GROUP LLP | 5,327,461 | $2.4B | -735,171 | -12.1% | 41Q | SEC ↗ |
| 9 | EAGLE CAPITAL MANAGEMENT LLC | 4,067,628 | $1.8B | +2,642,317 | +185.4% | 2Q | SEC ↗ |
| 10 | NORGES BANK NEW | 3,866,831 | $1.7B | — | +0.0% | 1Q | SEC ↗ |
| 11 | Capital International Investors | 3,630,191 | $1.6B | +113,883 | +3.2% | 42Q | SEC ↗ |
| 12 | NORTHERN TRUST CORP | 2,967,235 | $1.3B | -72,096 | -2.4% | 41Q | SEC ↗ |
| 13 | UBS AM, a distinct business unit of UB | 2,899,509 | $1.3B | -64,082 | -2.2% | 41Q | SEC ↗ |
| 14 | FMR LLC | 2,679,678 | $1.2B | -593,104 | -18.1% | 41Q | SEC ↗ |
| 15 | GOLDMAN SACHS GROUP INC | 2,628,947 | $1.2B | -286,663 | -9.8% | 15Q | SEC ↗ |
| 16 | PERSHING SQUARE INC. NEW | 2,593,155 | $1.2B | — | +0.0% | 1Q | SEC ↗ |
| 17 | Sixth Street Partners Management Compa NEW | 2,431,860 | $1.1B | — | +0.0% | 1Q | SEC ↗ |
| 18 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 2,431,860 | $1.1B | +158,608 | +7.0% | 15Q | SEC ↗ |
| 19 | WELLS FARGO & COMPANY/MN | 2,389,255 | $1.1B | -121,838 | -4.9% | 41Q | SEC ↗ |
| 20 | Invesco Ltd. | 2,318,084 | $1.0B | +7,462 | +0.3% | 41Q | SEC ↗ |
| 21 | Unisphere Establishment | 2,133,600 | $958M | +3,550 | +0.2% | 11Q | SEC ↗ |
| 22 | BANK OF AMERICA CORP /DE | 2,126,141 | $954M | -2,321,433 | -52.2% | 15Q | SEC ↗ |
| 23 | EdgePoint Investment Group Inc. | 2,049,857 | $920M | +397,272 | +24.0% | 2Q | SEC ↗ |
| 24 | Mitsubishi UFJ Asset Management Co., L | 2,006,014 | $901M | -35,870 | -1.8% | 41Q | SEC ↗ |
| 25 | Legal & General Group Plc | 1,977,357 | $888M | -163,242 | -7.6% | 27Q | SEC ↗ |
| 26 | FRANKLIN RESOURCES INC | 1,947,059 | $874M | +574,919 | +41.9% | 22Q | SEC ↗ |
| 27 | JPMORGAN CHASE & CO | 1,867,953 | $839M | +293,342 | +18.6% | 41Q | SEC ↗ |
| 28 | Soroban Capital Partners LP | 1,731,643 | $777M | +43,000 | +2.5% | 3Q | SEC ↗ |
| 29 | Bank of New York Mellon Corp | 1,718,140 | $771M | -50,642 | -2.9% | 41Q | SEC ↗ |
| 30 | Nuveen, LLC | 1,694,515 | $761M | -132,066 | -7.2% | 6Q | SEC ↗ |
| 31 | VANGUARD FIDUCIARY TRUST CO | 1,689,692 | $759M | -20,389 | -1.2% | 2Q | SEC ↗ |
| 32 | UBS Group AG | 1,679,584 | $754M | -104,250 | -5.8% | 41Q | SEC ↗ |
| 33 | AMERIPRISE FINANCIAL INC | 1,675,844 | $752M | +120,366 | +7.7% | 16Q | SEC ↗ |
| 34 | FLOSSBACH VON STORCH SE | 1,577,668 | $708M | +189,758 | +13.7% | 32Q | SEC ↗ |
| 35 | Fayez Sarofim & Co | 1,533,744 | $689M | +6,505 | +0.4% | 41Q | SEC ↗ |
| 36 | ALLIANCEBERNSTEIN L.P. | 1,531,113 | $687M | -5,784 | -0.4% | 41Q | SEC ↗ |
| 37 | Valley Forge Capital Management, LP | 1,524,036 | $684M | -234,038 | -13.3% | 39Q | SEC ↗ |
| 38 | Temasek Holdings (Private) Ltd | 1,506,913 | $676M | +110,461 | +7.9% | 18Q | SEC ↗ |
| 39 | PARNASSUS INVESTMENTS, LLC | 1,468,231 | $659M | -180,198 | -10.9% | 22Q | SEC ↗ |
| 40 | Amundi | 1,444,366 | $648M | -494,650 | -25.5% | 21Q | SEC ↗ |
| 41 | PRICE T ROWE ASSOCIATES INC /MD | 1,436,747 | $645M | -93,971 | -6.1% | 16Q | SEC ↗ |
| 42 | AQR CAPITAL MANAGEMENT LLC | 1,395,878 | $627M | +148,943 | +11.9% | 41Q | SEC ↗ |
| 43 | Rothschild & Co Wealth Management UK L | 1,334,201 | $599M | -8,229 | -0.6% | 34Q | SEC ↗ |
| 44 | ARROWSTREET CAPITAL, LIMITED PARTNERSH | 1,317,894 | $592M | +941,885 | +250.5% | 3Q | SEC ↗ |
| 45 | HSBC HOLDINGS PLC | 1,218,370 | $547M | +477,157 | +64.4% | 41Q | SEC ↗ |
| 46 | BARCLAYS PLC | 1,158,319 | $520M | +426,876 | +58.4% | 41Q | SEC ↗ |
| 47 | CITADEL ADVISORS LLC | 1,116,010 | $501M | +745,897 | +201.5% | 23Q | SEC ↗ |
| 48 | NEUBERGER BERMAN GROUP LLC | 1,097,962 | $493M | -291,785 | -21.0% | 41Q | SEC ↗ |
| 49 | FIRST MANHATTAN CO. LLC. | 1,033,680 | $464M | -12,971 | -1.2% | 15Q | SEC ↗ |
| 50 | BNP PARIBAS FINANCIAL MARKETS | 1,026,740 | $461M | +400,722 | +64.0% | 41Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| NORGES BANK | 3,866,831 | $1.7B |
| PERSHING SQUARE INC. | 2,593,155 | $1.2B |
| Sixth Street Partners Management Co | 2,431,860 | $1.1B |
| Veritas Asset Management LLP | 830,609 | $373M |
| Boston Partners | 818,328 | $367M |
| SG Americas Securities, LLC | 732,835 | $329M |
| Egerton Capital (UK) LLP | 351,920 | $158M |
| Nykredit A/S | 293,712 | $132M |
| Jupiter Topco LLC | 278,294 | $125M |
| RENAISSANCE TECHNOLOGIES LLC | 215,462 | $97M |
| Prana Capital Management, LP | 166,402 | $75M |
| Triple Frond Partners LLC | 116,700 | $52M |
| Ruffer LLP | 93,768 | $42M |
| Alyeska Investment Group, L.P. | 53,893 | $24M |
| Zurich Insurance Group Ltd/FI | 53,155 | $24M |
| Heron Bay Capital Management | 48,814 | $22M |
| Evelyn Partners Group Ltd | 47,639 | $21M |
| SEMPER AUGUSTUS INVESTMENTS GROUP L | 45,989 | $21M |
| Point72 Asset Management, L.P. | 43,508 | $20M |
| MAGNOLIA GROUP, LLC | 32,550 | $15M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Milestone Resources Group Ltd | 498,893 | $224M |
| Railway Pension Investments Ltd | 368,900 | $166M |
| Holocene Advisors, LP | 344,482 | $155M |
| SHERMAN PORFOLIOS, LLC | 312,224 | $140M |
| Atalan Capital Partners, LP | 310,200 | $139M |
| Artisan Partners Limited Partnershi | 170,895 | $77M |
| SCOPUS ASSET MANAGEMENT, L.P. | 170,000 | $76M |
| BlueSpruce Investments, LP | 142,795 | $64M |
| TUDOR INVESTMENT CORP ET AL | 134,631 | $60M |
| Himalaya Capital Management LLC | 121,463 | $55M |
| Marex Group plc | 100,434 | $45M |
| Longaeva Partners L.P. | 92,917 | $42M |
| SEGALL BRYANT & HAMILL, LLC | 89,314 | $40M |
| NS Partners Ltd | 79,328 | $36M |
| Sather Financial Group Inc | 76,152 | $34M |
| VOLORIDGE INVESTMENT MANAGEMENT, LL | 68,164 | $31M |
| COATUE MANAGEMENT LLC | 63,451 | $28M |
| Trexquant Investment LP | 58,755 | $26M |
| NATIXIS | 55,792 | $25M |
| National Mutual Insurance Federatio | 52,800 | $24M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| EAGLE CAPITAL MANAGEMENT LLC | +2,642,317 | +185.4% | 4,067,628 |
| ARROWSTREET CAPITAL, LIMITED PARTNE | +941,885 | +250.5% | 1,317,894 |
| CITADEL ADVISORS LLC | +745,897 | +201.5% | 1,116,010 |
| FRANKLIN RESOURCES INC | +574,919 | +41.9% | 1,947,059 |
| HSBC HOLDINGS PLC | +477,157 | +64.4% | 1,218,370 |
| BARCLAYS PLC | +426,876 | +58.4% | 1,158,319 |
| BNP PARIBAS FINANCIAL MARKETS | +400,722 | +64.0% | 1,026,740 |
| Tidal Investments LLC | +399,832 | +343.5% | 516,235 |
| EdgePoint Investment Group Inc. | +397,272 | +24.0% | 2,049,857 |
| HEALTHCARE OF ONTARIO PENSION PLAN | +376,736 | +815.1% | 422,957 |
| TWO SIGMA INVESTMENTS, LP | +358,422 | +275.6% | 488,468 |
| STATE STREET CORP | +307,255 | +2.2% | 14,482,789 |
| MANUFACTURERS LIFE INSURANCE COMPAN | +299,454 | +76.5% | 690,931 |
| Focus Partners Wealth | +294,808 | +102.2% | 583,165 |
| JPMORGAN CHASE & CO | +293,342 | +18.6% | 1,867,953 |
| D. E. Shaw & Co., Inc. | +265,950 | +81.5% | 592,093 |
| JANE STREET GROUP, LLC | +191,652 | +73.2% | 453,606 |
| FLOSSBACH VON STORCH SE | +189,758 | +13.7% | 1,577,668 |
| ABN AMRO INVESTMENT SOLUTIONS | +183,692 | +86.8% | 395,201 |
| CHARLES SCHWAB INVESTMENT MANAGEMEN | +158,608 | +7.0% | 2,431,860 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| BANK OF AMERICA CORP /DE | -2,321,433 | -52.2% | 2,126,141 |
| Cantillon Capital Management LLC | -1,476,054 | -95.4% | 71,249 |
| WELLINGTON MANAGEMENT GROUP LLP | -735,171 | -12.1% | 5,327,461 |
| Clearbridge Investments, LLC | -729,891 | -98.3% | 12,567 |
| Allen Investment Management, LLC | -661,416 | -98.6% | 9,200 |
| MORGAN STANLEY | -598,902 | -7.6% | 7,309,278 |
| FMR LLC | -593,104 | -18.1% | 2,679,678 |
| EDGEWOOD MANAGEMENT LLC | -496,530 | -75.7% | 159,513 |
| Amundi | -494,650 | -25.5% | 1,444,366 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | -494,026 | -7.3% | 6,266,316 |
| NEUBERGER BERMAN GROUP LLC | -291,785 | -21.0% | 1,097,962 |
| GOLDMAN SACHS GROUP INC | -286,663 | -9.8% | 2,628,947 |
| MILLENNIUM MANAGEMENT LLC | -281,848 | -28.6% | 702,590 |
| Capital Research Global Investors | -277,266 | -98.0% | 5,555 |
| T. Rowe Price Investment Management | -275,957 | -82.0% | 60,588 |
| ABN AMRO Bank N.V. | -273,674 | -48.1% | 295,118 |
| Valley Forge Capital Management, LP | -234,038 | -13.3% | 1,524,036 |
| OMERS ADMINISTRATION Corp | -232,761 | -68.2% | 108,486 |
| MACKENZIE FINANCIAL CORP | -230,699 | -33.2% | 463,901 |
| LAZARD ASSET MANAGEMENT LLC | -209,042 | -33.2% | 421,533 |