Who owns SPGI (SPGI)
Which tracked institutional funds hold SPGI, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SPGI company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on SPGI is one-sided between 2026-Q1 and 2026-Q2: 0 added or opened and 1337 trimmed or exited — on balance reducing.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
SPGI’s largest tracked holder by dollar value, VANGUARD GROUP INC, sizes it at 0.2% of its own reported 13F book, while the median holder sizes it at 0.3% of theirs — a 0.0pp gap the other way — the median holder sizes SPGI more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in SPGI divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 2093 tracked filers holding SPGI, 963 increased or opened the position and 1175 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in SPGI between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
Full exits 1337
- BlackRock, Inc.$9.9B
- VANGUARD CAPITAL MANAGEMENT LLC$8.2B
- STATE STREET CORP$6.0B
- TCI FUND MANAGEMENT LTD$6.0B
- MORGAN STANLEY$3.4B
- GEODE CAPITAL MANAGEMENT, LLC$2.9B
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. trimmed | 23,272,422 | $9.9B | 9.4% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 19,383,810 | $8.2B | 7.9% | 2026-Q1 |
| STATE STREET CORP trimmed | 14,175,534 | $6.0B | 5.7% | 2026-Q1 |
| TCI FUND MANAGEMENT LTD added | 14,035,310 | $6.0B | 5.7% | 2026-Q1 |
| MORGAN STANLEY trimmed | 7,908,180 | $3.4B | 3.2% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 6,917,960 | $2.9B | 2.8% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 6,760,342 | $2.9B | 2.7% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP added | 6,062,632 | $2.6B | 2.5% | 2026-Q1 |
| NORGES BANK trimmed | 4,013,951 | $2.0B | 1.9% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 4,447,574 | $1.9B | 1.8% | 2026-Q1 |
| Capital International Investors added | 3,516,308 | $1.5B | 1.4% | 2026-Q1 |
| FMR LLC trimmed | 3,266,689 | $1.4B | 1.3% | 2026-Q1 |
| NORTHERN TRUST CORP trimmed | 3,039,331 | $1.3B | 1.2% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 2,963,591 | $1.3B | 1.2% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 2,915,610 | $1.2B | 1.2% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 2,511,093 | $1.1B | 1.0% | 2026-Q1 |
| Invesco Ltd. trimmed | 2,275,186 | $968M | 0.9% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 2,273,252 | $967M | 0.9% | 2026-Q1 |
| Legal & General Group Plc added | 2,140,599 | $910M | 0.9% | 2026-Q1 |
| Unisphere Establishment added | 2,130,050 | $906M | 0.9% | 2026-Q1 |
| Mitsubishi UFJ Asset Management Co., Ltd. added | 2,041,884 | $868M | 0.8% | 2026-Q1 |
| Amundi trimmed | 1,939,016 | $825M | 0.8% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. added | 1,536,897 | $803M | 0.8% | 2026-Q1 |
| Nuveen, LLC trimmed | 1,826,581 | $777M | 0.7% | 2026-Q1 |
| UBS Group AG added | 1,783,834 | $759M | 0.7% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 1,768,782 | $752M | 0.7% | 2026-Q1 |
| Valley Forge Capital Management, LP trimmed | 1,758,074 | $748M | 0.7% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 1,710,081 | $727M | 0.7% | 2026-Q1 |
| Soroban Capital Partners LP added | 1,688,643 | $718M | 0.7% | 2026-Q1 |
| EdgePoint Investment Group Inc. added | 1,652,585 | $703M | 0.7% | 2026-Q1 |
| PARNASSUS INVESTMENTS, LLC trimmed | 1,648,429 | $701M | 0.7% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 1,555,478 | $659M | 0.6% | 2026-Q1 |
| Cantillon Capital Management LLC trimmed | 1,547,303 | $658M | 0.6% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 1,574,611 | $658M | 0.6% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 1,530,718 | $651M | 0.6% | 2026-Q1 |
| Fayez Sarofim & Co added | 1,527,239 | $650M | 0.6% | 2026-Q1 |
| EAGLE CAPITAL MANAGEMENT LLC new | 1,425,311 | $606M | 0.6% | 2026-Q1 |
| Temasek Holdings (Private) Ltd added | 1,396,452 | $594M | 0.6% | 2026-Q1 |
| NEUBERGER BERMAN GROUP LLC added | 1,389,747 | $591M | 0.6% | 2026-Q1 |
| FLOSSBACH VON STORCH SE added | 1,387,910 | $590M | 0.6% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 1,372,140 | $584M | 0.6% | 2026-Q1 |
| Rothschild & Co Wealth Management UK Ltd added | 1,342,430 | $571M | 0.5% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 1,246,556 | $528M | 0.5% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 1,145,924 | $487M | 0.5% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 1,051,561 | $447M | 0.4% | 2026-Q1 |
| FIRST MANHATTAN CO. LLC. added | 1,046,651 | $445M | 0.4% | 2026-Q1 |
| Newport Trust Company, LLC added | 1,033,108 | $439M | 0.4% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC trimmed | 984,438 | $419M | 0.4% | 2026-Q1 |
| Ninety One UK Ltd added | 979,893 | $417M | 0.4% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 933,135 | $397M | 0.4% | 2026-Q1 |
| Swedbank AB trimmed | 903,239 | $384M | 0.4% | 2026-Q1 |
| CIBC Bancorp USA Inc. added | 902,451 | $384M | 0.4% | 2026-Q1 |
| BLS CAPITAL FONDSMAEGLERSELSKAB A/S added | 880,640 | $375M | 0.4% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 837,283 | $356M | 0.3% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 791,930 | $337M | 0.3% | 2026-Q1 |
| Sustainable Growth Advisers, LP trimmed | 757,297 | $322M | 0.3% | 2026-Q1 |
| Clearbridge Investments, LLC trimmed | 742,458 | $316M | 0.3% | 2026-Q1 |
| HSBC HOLDINGS PLC trimmed | 741,213 | $315M | 0.3% | 2026-Q1 |
| BARCLAYS PLC added | 731,443 | $311M | 0.3% | 2026-Q1 |
| National Pension Service trimmed | 724,825 | $308M | 0.3% | 2026-Q1 |
| MACKENZIE FINANCIAL CORP trimmed | 694,600 | $295M | 0.3% | 2026-Q1 |
| Sumitomo Mitsui Trust Group, Inc. trimmed | 680,147 | $289M | 0.3% | 2026-Q1 |
| LOOMIS SAYLES & CO L P added | 674,466 | $287M | 0.3% | 2026-Q1 |
| Allen Investment Management, LLC trimmed | 670,616 | $285M | 0.3% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 669,128 | $285M | 0.3% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. added | 665,211 | $283M | 0.3% | 2026-Q1 |
| EDGEWOOD MANAGEMENT LLC trimmed | 656,043 | $279M | 0.3% | 2026-Q1 |
| LAZARD ASSET MANAGEMENT LLC added | 630,575 | $268M | 0.3% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 626,018 | $266M | 0.3% | 2026-Q1 |
| California Public Employees Retirement System trimmed | 622,785 | $265M | 0.3% | 2026-Q1 |
| ABN AMRO Bank N.V. trimmed | 568,792 | $244M | 0.2% | 2026-Q1 |
| Rathbones Group PLC trimmed | 563,623 | $240M | 0.2% | 2026-Q1 |
| RHUMBLINE ADVISERS trimmed | 549,312 | $234M | 0.2% | 2026-Q1 |
| COMGEST GLOBAL INVESTORS S.A.S. added | 538,766 | $229M | 0.2% | 2026-Q1 |
| PineStone Asset Management Inc. trimmed | 532,378 | $226M | 0.2% | 2026-Q1 |
| VANGUARD ASSET MANAGEMENT, Ltd new | 529,401 | $225M | 0.2% | 2026-Q1 |
| Skye Global Management LP added | 526,000 | $224M | 0.2% | 2026-Q1 |
| Allianz Asset Management GmbH trimmed | 524,576 | $223M | 0.2% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC trimmed | 512,819 | $218M | 0.2% | 2026-Q1 |
| CANADA PENSION PLAN INVESTMENT BOARD trimmed | 508,165 | $216M | 0.2% | 2026-Q1 |
| Alecta Tjanstepension Omsesidigt | 508,000 | $216M | 0.2% | 2026-Q1 |
| CANADA LIFE ASSURANCE Co added | 505,359 | $216M | 0.2% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC added | 507,130 | $216M | 0.2% | 2026-Q1 |
| Meritage Group LP added | 504,410 | $215M | 0.2% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 498,981 | $212M | 0.2% | 2026-Q1 |
| Milestone Resources Group Ltd added | 498,893 | $212M | 0.2% | 2026-Q1 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. trimmed | 483,224 | $206M | 0.2% | 2026-Q1 |
| Fiera Capital Corp trimmed | 476,622 | $203M | 0.2% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 474,227 | $202M | 0.2% | 2026-Q1 |
| MENORA MIVTACHIM HOLDINGS LTD. added | 465,211 | $198M | 0.2% | 2026-Q1 |
| CITIGROUP INC added | 460,131 | $196M | 0.2% | 2026-Q1 |
| SEI INVESTMENTS CO trimmed | 444,101 | $189M | 0.2% | 2026-Q1 |
| Universal- Beteiligungs- und Servicegesellschaft mbH trimmed | 435,387 | $185M | 0.2% | 2026-Q1 |
| Corient Private Wealth LLC trimmed | 420,165 | $183M | 0.2% | 2026-Q1 |
| Capital World Investors trimmed | 425,661 | $181M | 0.2% | 2026-Q1 |
| VANGUARD GROUP INC added | 30,374,366 | $15.9B | 15.1% | 2025-Q4 stale |
| CIBC Private Wealth Group LLC trimmed | 887,275 | $464M | 0.4% | 2025-Q4 stale |
| Carmignac Gestion added | 864,840 | $452M | 0.4% | 2025-Q4 stale |
| MIZUHO MARKETS AMERICAS LLC added | 595,631 | $290M | 0.3% | 2025-Q3 stale |
| Railway Pension Investments Ltd added | 368,900 | $193M | 0.2% | 2025-Q4 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.