Who holds SPGIticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

S&P GLOBAL INC · COM · quarter ended 2026-03-31 · 27 members disclosed SPGI ↗

1,717

holders13F filers reporting this class for the quarter ended 2026-03-31; the 500 largest are listed

$98.1B

combined valuesum of the reported values across every holder; NULL values are excluded, never zero-filled

771

addsholders whose share count rose or who opened the position (new + add), by shares

272

exitsholders absent this quarter after holding last quarter — inferred from absence, not a sale record

Holders — quarter ended 2026-03-31

ranked by reported value · Δ shares vs 2025-12-31 · kind by shares

13F holders of SPGI ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$10.2B	24,071,452	−1,741,439	trim
2	VANGUARD CAPITAL MANAGEMENT LLC	$8.2B	19,383,810	—	no prior
3	STATE STREET CORP	$6.0B	14,175,534	−84,156	trim
4	TCI Fund Management Ltd	$6.0B	14,035,310	+2,245,000	add
5	MORGAN STANLEY	$3.4B	7,908,180	−424,919	trim
6	GEODE CAPITAL MANAGEMENT, LLC	$2.9B	6,917,960	+60,385	add
7	VANGUARD PORTFOLIO MANAGEMENT LLC	$2.9B	6,760,342	—	no prior
8	WELLINGTON MANAGEMENT GROUP LLP	$2.6B	6,062,632	+1,280,753	add
9	BANK OF AMERICA CORP /DE/	$1.9B	4,447,574	−100,231	trim
10	Capital International Investors	$1.5B	3,516,308	+478,396	add
11	FMR LLC	$1.4B	3,272,782	−146,420	trim
12	NORTHERN TRUST CORP	$1.3B	3,039,331	−53,472	trim
13	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$1.3B	2,963,591	+185,100	add
14	WELLS FARGO & COMPANY/MN	$1.1B	2,511,093	−689,996	trim
15	Invesco Ltd.	$983M	2,310,622	−27,895	trim
16	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$967M	2,273,252	+47,679	add
17	Legal & General Group Plc	$910M	2,140,599	+2,610	add
18	Unisphere Establishment	$906M	2,130,050	+130,050	add
19	Mitsubishi UFJ Asset Management Co., Ltd.	$868M	2,041,884	+71,096	add
20	Amundi	$825M	1,939,016	−168,025	trim
21	ALLIANCEBERNSTEIN L.P.	$803M	1,536,897	+277,569	add
22	Nuveen, LLC	$777M	1,826,581	−73,899	trim
23	UBS Group AG	$759M	1,783,834	+337,935	add
24	Bank of New York Mellon Corp	$752M	1,768,782	−77,504	trim
25	Valley Forge Capital Management, LP	$748M	1,758,074	−105	trim
26	VANGUARD FIDUCIARY TRUST CO	$727M	1,710,081	—	no prior
27	Soroban Capital Partners LP	$718M	1,688,643	+1,219,990	add
28	EdgePoint Investment Group Inc.	$703M	1,652,585	+1,652,585	new
29	PARNASSUS INVESTMENTS, LLC	$701M	1,648,429	−100,965	trim
30	AMERIPRISE FINANCIAL INC	$659M	1,555,478	−336,951	trim
31	CANTILLON CAPITAL MANAGEMENT LLC	$658M	1,547,303	−208,321	trim
32	EAGLE CAPITAL MANAGEMENT LLC	$606M	1,425,311	+1,425,311	new
33	Temasek Holdings (Private) Ltd	$594M	1,396,452	+96,150	add
34	FLOSSBACH VON STORCH SE	$590M	1,387,910	+683,223	add
35	FRANKLIN RESOURCES INC	$584M	1,372,140	+434,357	add
36	Rothschild & Co Wealth Management UK Ltd	$571M	1,342,430	+280,092	add
37	AQR CAPITAL MANAGEMENT LLC	$528M	1,246,935	+1,104,821	add
38	ROYAL BANK OF CANADA	$487M	1,145,924	−155,552	trim
39	DEUTSCHE BANK AG\	$447M	1,051,561	+71,978	add
40	FIRST MANHATTAN CO. LLC.	$445M	1,046,651	+411,814	add
41	Newport Trust Company, LLC	$439M	1,033,108	+10,257	add
42	MILLENNIUM MANAGEMENT LLC	$419M	984,438	−41	trim
43	Carmignac Gestion	$406M	955,021	+90,181	add
44	RAYMOND JAMES FINANCIAL INC	$397M	933,135	−52,823	trim
45	Swedbank AB	$384M	903,239	−251,602	trim
46	CIBC Bancorp USA Inc.	$384M	902,451	—	no prior
47	BLS CAPITAL FONDSMAEGLERSELSKAB A/S	$375M	880,640	+546,465	add
48	DIMENSIONAL FUND ADVISORS LP	$356M	837,283	+31,370	add
49	ENVESTNET ASSET MANAGEMENT INC	$337M	791,930	−19,141	trim
50	Sustainable Growth Advisers, LP	$322M	757,297	−272,995	trim
51	Clearbridge Investments, LLC	$316M	742,458	−190,571	trim
52	HSBC HOLDINGS PLC	$315M	741,213	−948,659	trim
53	National Pension Service	$308M	724,825	+724,825	new
54	MACKENZIE FINANCIAL CORP	$295M	694,600	−200,409	trim
55	Sumitomo Mitsui Trust Group, Inc.	$289M	680,147	−37,602	trim
56	Vanguard Global Advisers, LLC	$285M	669,128	—	no prior
57	EDGEWOOD MANAGEMENT LLC	$279M	656,043	−986,888	trim
58	LAZARD ASSET MANAGEMENT LLC	$268M	630,575	+1,325	add
59	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$265M	622,785	−13,346	trim
60	ABN AMRO Bank N.V.	$244M	568,792	−161,897	trim
61	COMGEST GLOBAL INVESTORS S.A.S.	$229M	538,766	+84,704	add
62	PineStone Asset Management Inc.	$226M	532,378	−85,010	trim
63	VANGUARD ASSET MANAGEMENT, Ltd	$225M	529,401	—	no prior
64	Skye Global Management LP	$224M	526,000	+89,500	add
65	Allianz Asset Management GmbH	$223M	524,576	−48,885	trim
66	AMERICAN CENTURY COMPANIES INC	$218M	512,819	−373,758	trim
67	CANADA PENSION PLAN INVESTMENT BOARD	$216M	508,165	−55,595	trim
68	Alecta Tjanstepension Omsesidigt	$216M	508,000	0	no change
69	PRINCIPAL FINANCIAL GROUP INC	$216M	507,130	+162,654	add
70	Meritage Group LP	$215M	504,410	+504,410	new
71	STIFEL FINANCIAL CORP	$212M	498,981	−9,761	trim
72	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$206M	483,224	+483,224	new
73	Fiera Capital Corp	$203M	476,622	−167,397	trim
74	MENORA MIVTACHIM HOLDINGS LTD.	$198M	465,211	+175,500	add
75	CITIGROUP INC	$196M	460,131	+118,322	add
76	SEI INVESTMENTS CO	$189M	444,101	−80,892	trim
77	Universal- Beteiligungs- und Servicegesellschaft mbH	$185M	435,387	−36,551	trim
78	Corient Private Wealth LLC	$183M	420,165	−844,809	trim
79	Capital World Investors	$181M	425,661	+425,661	new
80	Stonehage Fleming Financial Services Holdings Ltd	$180M	423,617	−3,755	trim
81	B. Metzler seel. Sohn & Co. AG	$173M	406,514	+259,802	add
82	BANK OF MONTREAL /CAN/	$169M	397,190	−213,605	trim
83	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$167M	391,477	−3,040	trim
84	NORDEA INVESTMENT MANAGEMENT AB	$166M	395,769	−151,695	trim
85	Aberdeen Group plc	$164M	385,822	+4,612	add
86	Mawer Investment Management Ltd.	$163M	383,111	+177,016	add
87	BNP Paribas Asset Management Holding S.A.	$160M	377,566	−70,521	trim
88	AVIVA PLC	$160M	376,871	−7,836	trim
89	LOCUST WOOD CAPITAL ADVISERS, LLC	$160M	376,176	+64,244	add
90	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$160M	376,009	+374,361	add
91	ProShare Advisors LLC	$159M	373,804	−21,775	trim
92	Ensign Peak Advisors, Inc	$158M	371,979	+40,484	add
93	CITADEL ADVISORS LLC	$157M	370,113	+277,092	add
94	NEW YORK STATE COMMON RETIREMENT FUND	$151M	354,234	−4,800	trim
95	DnB Asset Management AS	$149M	351,196	+37,752	add
96	USS Investment Management Ltd	$148M	348,354	−142,668	trim
97	Holocene Advisors, LP	$147M	344,482	−1,209,113	trim
98	OMERS ADMINISTRATION Corp	$145M	341,247	+3,318	add
99	Longview Partners (Guernsey) LTD	$144M	338,418	−490,862	trim
100	Gates Capital Management, Inc.	$139M	327,955	+40,401	add
101	D. E. Shaw & Co., Inc.	$139M	326,143	+150,925	add
102	Findlay Park Partners LLP	$137M	323,240	−219,400	trim
103	JUPITER ASSET MANAGEMENT LTD	$132M	319,570	+319,570	new
104	Haverford Trust Co	$131M	308,020	−3,729	trim
105	LPL Financial LLC	$131M	307,394	−12,844	trim
106	Korea Investment CORP	$130M	304,630	+85,288	add
107	VICTORY CAPITAL MANAGEMENT INC	$127M	298,776	−23,226	trim
108	PRUDENTIAL FINANCIAL INC	$127M	298,300	−30,315	trim
109	NOMURA ASSET MANAGEMENT CO LTD	$125M	294,518	+19,287	add
110	Janus Henderson Group Ltd.	$125M	293,336	+75,211	add
111	Focus Partners Wealth	$123M	288,357	+104,481	add
112	Capital Research Global Investors	$120M	282,821	−35,370	trim
113	US BANCORP \DE\	$117M	275,799	+5,932	add
114	ADAGE CAPITAL PARTNERS GP, L.L.C.	$117M	274,120	−500	trim
115	Bank Julius Baer & Co. Ltd, Zurich	$115M	271,882	−423,407	trim
116	Evergreen Quality Fund GP, Ltd.	$115M	270,600	−67,483	trim
117	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$114M	268,508	−6,253	trim
118	Zurcher Kantonalbank (Zurich Cantonalbank)	$112M	262,856	+262,856	new
119	JANE STREET GROUP, LLC	$111M	261,954	+139,730	add
120	Douglass Winthrop Advisors, LLC	$108M	254,542	+16,769	add
121	CREDIT AGRICOLE S A	$107M	251,059	−77,163	trim
122	LGT Group Foundation	$107M	250,805	−270	trim
123	ROYAL LONDON ASSET MANAGEMENT LTD	$107M	250,598	+75,274	add
124	SCHRODER INVESTMENT MANAGEMENT GROUP	$103M	242,377	−219,717	trim
125	CI INVESTMENTS INC.	$102M	238,910	+3,625	add
126	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$101M	238,892	−226	trim
127	Bowie Capital Management, LLC	$101M	236,705	−17,362	trim
128	FIL Ltd	$98.5M	231,655	−377,552	trim
129	BROWN ADVISORY INC	$97.4M	229,023	−28,133	trim
130	Cerity Partners LLC	$96.3M	226,304	+27,043	add
131	Dorsey Asset Management, LLC	$94.7M	222,683	+222,683	new
132	DANSKE BANK A/S	$93.0M	218,594	−7,184	trim
133	Allspring Global Investments Holdings, LLC	$90.8M	213,654	−50,037	trim
134	ABN AMRO INVESTMENT SOLUTIONS	$90.0M	211,509	+60,225	add
135	WORLDQUANT MILLENNIUM ADVISORS LLC	$89.9M	211,395	+129,103	add
136	Camrose Capital Investment Partners LLP	$89.7M	210,885	+92,854	add
137	Robeco Institutional Asset Management B.V.	$89.1M	209,594	−457,876	trim
138	PFA Pension, Forsikringsaktieselskab	$89.0M	209,359	+209,359	new
139	STOREBRAND ASSET MANAGEMENT AS	$87.0M	204,587	—	no prior
140	D.A. DAVIDSON & CO.	$83.6M	196,585	+20,303	add
141	Quilter Plc	$83.3M	195,806	+30,939	add
142	SEB Asset Management AB	$81.2M	190,902	—	no prior
143	ALKEON CAPITAL MANAGEMENT LLC	$81.0M	190,416	0	no change
144	TORONTO DOMINION BANK	$78.9M	185,566	+47,700	add
145	Mitsubishi UFJ Trust & Banking Corp	$76.8M	180,674	−17,503	trim
146	James Hambro & Partners LLP	$76.5M	179,842	−22,427	trim
147	SCHWARTZ INVESTMENT COUNSEL INC	$75.5M	177,550	+15,000	add
148	Pictet Asset Management Holding SA	$74.9M	176,065	−29,577	trim
149	BRISTOL JOHN W & CO INC /NY/	$74.7M	175,660	−2,004	trim
150	PBCay One RSC Ltd	$74.7M	175,577	+27,590	add
151	Spear Holdings RSC Ltd	$74.7M	175,576	+27,590	add
152	Artisan Partners Limited Partnership	$72.7M	170,895	−514,874	trim
153	STATE OF WISCONSIN INVESTMENT BOARD	$72.3M	170,032	+3,966	add
154	Hudson Way Capital Management LLC	$72.2M	169,675	+13,177	add
155	CRAWFORD INVESTMENT COUNSEL INC	$71.1M	167,197	−394	trim
156	FIFTH THIRD BANCORP	$70.8M	166,363	+58,044	add
157	NICHOLAS COMPANY, INC.	$70.3M	165,390	−150	trim
158	NISSAY ASSET MANAGEMENT CORP /JAPAN	$69.1M	162,464	+45,272	add
159	NATIONAL BANK OF CANADA /FI/	$68.1M	160,018	+11,916	add
160	Magellan Asset Management Ltd	$67.4M	158,514	+70,804	add
161	Candriam S.C.A.	$66.5M	156,430	−29,276	trim
162	Vanguard Investments Australia, Ltd.	$65.6M	154,183	—	no prior
163	Fullerton Fund Management Co Ltd.	$65.0M	152,735	−51,668	trim
164	DF DENT & CO INC	$64.8M	152,338	−89,265	trim
165	Vontobel Holding Ltd.	$64.3M	151,121	−26,153	trim
166	Chevy Chase Trust Holdings, LLC	$64.3M	151,098	−7,371	trim
167	GCQ FUNDS MANAGEMENT PTY Ltd	$63.9M	150,274	+150,274	new
168	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$63.6M	149,529	+91,941	add
169	Asset Management One Co., Ltd.	$63.4M	148,985	−22,017	trim
170	TD ASSET MANAGEMENT INC	$62.5M	146,952	+2,056	add
171	1832 Asset Management L.P.	$61.8M	145,388	−294,760	trim
172	RIVERBRIDGE PARTNERS LLC	$61.3M	144,215	−10,776	trim
173	FEDERATED HERMES, INC.	$60.9M	143,246	−23,320	trim
174	BLAIR WILLIAM & CO/IL	$60.9M	143,223	−68,110	trim
175	BlueSpruce Investments, LP	$60.7M	142,795	−539,144	trim
176	Mariner, LLC	$59.0M	138,756	−6,120	trim
177	Quantinno Capital Management LP	$58.4M	137,199	+30,175	add
178	APG Asset Management N.V.	$58.3M	158,000	−560	trim
179	Man Group plc	$57.6M	135,412	−73,038	trim
180	TUDOR INVESTMENT CORP ET AL	$57.3M	134,631	+107,631	add
181	BANK OF NOVA SCOTIA	$57.3M	134,613	−136,852	trim
182	BALYASNY ASSET MANAGEMENT L.P.	$57.2M	134,379	+55,190	add
183	CONFLUENCE INVESTMENT MANAGEMENT LLC	$57.0M	133,907	−5,898	trim
184	EP Wealth Advisors, LLC	$56.2M	132,133	+3,182	add
185	KLP KAPITALFORVALTNING AS	$55.7M	130,938	+2,560	add
186	TWO SIGMA INVESTMENTS, LP	$55.3M	130,046	+114,790	add
187	HM PAYSON & CO	$55.1M	129,533	+5,251	add
188	HighTower Advisors, LLC	$54.9M	129,102	−33,466	trim
189	Eurizon Capital SGR S.p.A.	$54.5M	128,577	−8,333	trim
190	KEYBANK NATIONAL ASSOCIATION/OH	$54.4M	127,985	−24,195	trim
191	COMPASS CAPITAL MANAGEMENT, INC	$54.1M	127,290	+124,401	add
192	DELTA ASSET MANAGEMENT LLC/TN	$53.7M	126,166	+2,130	add
193	C Partners Holding GmbH	$53.6M	126,089	+10,617	add
194	Tredje AP-fonden	$53.0M	124,638	+3,366	add
195	ASR Vermogensbeheer N.V.	$52.3M	122,993	+6,181	add
196	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	$52.2M	122,739	+243	add
197	CULLINAN ASSOCIATES INC	$51.8M	121,900	−40	trim
198	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$51.8M	121,863	−32,957	trim
199	Himalaya Capital Management LLC	$51.7M	121,463	+121,463	new
200	Aviso Financial Inc.	$51.5M	121,156	+45,545	add
201	Squarepoint Ops LLC	$50.8M	119,531	−183,207	trim
202	Assenagon Asset Management S.A.	$50.5M	118,817	−276,761	trim
203	Resona Asset Management Co.,Ltd.	$50.3M	118,852	+2,127	add
204	MARKEL GROUP INC.	$50.1M	117,690	−33,000	trim
205	Coalescence Partners Investment Management, LP	$50.1M	117,678	+61,269	add
206	Creative Planning	$49.5M	116,440	+14,325	add
207	Lansforsakringar Fondforvaltning AB (publ)	$48.9M	114,992	+13,663	add
208	Tidal Investments LLC	$48.8M	116,403	−98,277	trim
209	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$48.5M	113,916	+4,180	add
210	KENSICO CAPITAL MANAGEMENT CORP	$48.3M	113,500	+66,200	add
211	Calamos Advisors LLC	$47.5M	111,724	−10,924	trim
212	FENIMORE ASSET MANAGEMENT INC	$47.2M	111,035	+111,035	new
213	Norinchukin Bank, The	$46.6M	109,488	−1,273	trim
214	State of New Jersey Common Pension Fund D	$45.4M	106,749	−487	trim
215	Birch Hill Investment Advisors LLC	$45.0M	105,819	−392	trim
216	Select Equity Group, L.P.	$44.9M	105,562	+30,616	add
217	Vest Financial, LLC	$44.4M	104,408	−4,610	trim
218	HOWLAND CAPITAL MANAGEMENT LLC	$44.1M	103,641	+1,852	add
219	BRIDGES INVESTMENT MANAGEMENT INC	$43.2M	101,527	+2,549	add
220	Marex Group Ltd	$42.7M	100,434	+100,434	new
221	Capital International, Inc./CA/	$42.7M	100,370	+29,654	add
222	Coronation Fund Managers Ltd.	$41.8M	98,247	+32,088	add
223	Ironvine Capital Partners, LLC	$41.1M	96,736	+1,090	add
224	OSSIAM	$40.7M	95,756	+86,549	add
225	Rockefeller Capital Management L.P.	$40.7M	95,710	+14,504	add
226	JOHNSON INVESTMENT COUNSEL INC	$40.5M	95,280	−4,032	trim
227	REGIONS FINANCIAL CORP	$40.4M	95,018	−3,848	trim
228	Alfreton Capital LLP	$40.4M	95,000	+95,000	new
229	Compagnie Lombard Odier SCmA	$39.7M	93,249	−37,454	trim
230	IEQ CAPITAL, LLC	$39.5M	92,934	+69,183	add
231	Longaeva Partners L.P.	$39.5M	92,917	+92,917	new
232	BENJAMIN EDWARDS INC	$39.1M	91,916	−3,066	trim
233	JIA INVESTMENT ALLIANCE PTE. LTD.	$39.1M	91,850	0	no change
234	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$37.7M	88,573	+35,813	add
235	PUBLIC SECTOR PENSION INVESTMENT BOARD	$37.0M	87,035	−71,923	trim
236	Arizona State Retirement System	$36.1M	84,943	−3,760	trim
237	YCG, LLC	$36.0M	84,718	−1,133	trim
238	OAKMONT Corp	$35.7M	84,037	+2,612	add
239	Lionstone Capital Management LLC	$35.7M	84,000	0	no change
240	Czech National Bank	$35.4M	83,338	+1,595	add
241	TRUIST FINANCIAL CORP	$35.4M	83,216	−970	trim
242	CIBC Asset Management Inc	$35.1M	82,570	−8,345	trim
243	Evelyn Partners Investment Management LLP	$33.6M	78,907	−1,546	trim
244	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$33.1M	77,782	+77,782	new
245	Sather Financial Group Inc	$32.4M	76,152	−2,185	trim
246	RIT CAPITAL PARTNERS PLC	$32.3M	76,000	−8,500	trim
247	GREENLEAF TRUST	$32.1M	75,579	+1,026	add
248	Rafferty Asset Management, LLC	$31.6M	74,391	−20,176	trim
249	Cetera Investment Advisers	$31.5M	74,162	−7,711	trim
250	Union Bancaire Privee, UBP SA	$30.9M	65,352	−70,238	trim
251	AE Wealth Management LLC	$30.9M	72,549	+253	add
252	Sandhill Capital Partners LLC	$30.7M	72,194	−7,724	trim
253	MetLife Investment Management, LLC	$30.4M	71,455	−2,748	trim
254	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$30.3M	71,280	−828	trim
255	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$29.9M	70,193	−3,773	trim
256	Sumitomo Mitsui DS Asset Management Company, Ltd	$28.6M	67,303	+3,509	add
257	Mirae Asset Global Investments Co., Ltd.	$28.5M	67,034	+6,825	add
258	NISA INVESTMENT ADVISORS, LLC	$28.3M	66,460	−120,021	trim
259	IFM Investors Pty Ltd	$28.0M	65,715	+3,238	add
260	BLI - Banque de Luxembourg Investments	$27.8M	53,461	+53,461	new
261	Retirement Systems of Alabama	$27.6M	64,983	−963	trim
262	Varma Mutual Pension Insurance Co	$27.4M	64,507	0	no change
263	Danica Pension, Livsforsikringsaktieselskab	$27.4M	64,325	−77,596	trim
264	SORA INVESTORS LLC	$27.3M	64,296	−2,009	trim
265	ALTA CAPITAL MANAGEMENT LLC/	$27.3M	64,161	−6,296	trim
266	Pinnacle Financial Partners, Inc.	$26.3M	61,768	+17,287	add
267	Swiss Life Asset Management Ltd	$26.1M	61,462	+4,924	add
268	Woodline Partners LP	$25.6M	60,090	+7,153	add
269	XPONANCE LLC	$25.0M	58,796	+3,365	add
270	Trexquant Investment LP	$25.0M	58,755	+58,755	new
271	TITAN GLOBAL CAPITAL MANAGEMENT USA LLC	$24.6M	57,864	+340	add
272	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$24.6M	61,491	−27,408	trim
273	J. Safra Sarasin Holding AG	$24.4M	57,388	−10,701	trim
274	EULAV Asset Management	$24.3M	57,192	0	no change
275	VOYA INVESTMENT MANAGEMENT LLC	$24.3M	57,179	−1,539	trim
276	EASTERN BANK	$24.0M	56,460	+4,659	add
277	NATIXIS	$23.7M	55,792	+55,792	new
278	Daiwa Securities Group Inc.	$23.7M	55,681	−374	trim
279	TEACHER RETIREMENT SYSTEM OF TEXAS	$23.5M	55,204	−57,691	trim
280	PITTENGER & ANDERSON INC	$23.4M	54,973	+2,708	add
281	Capital International Sarl	$22.9M	53,838	+2,190	add
282	Segment Wealth Management, LLC	$22.8M	53,684	−34,110	trim
283	Suncoast Equity Management	$22.7M	53,360	+53,360	new
284	MILFORD FUNDS LTD	$22.5M	52,837	−107,297	trim
285	QRG CAPITAL MANAGEMENT, INC.	$22.5M	52,831	+28,151	add
286	National Mutual Insurance Federation of Agricultural Cooperatives	$22.5M	52,800	0	no change
287	OPPENHEIMER ASSET MANAGEMENT INC.	$22.3M	52,439	−5,586	trim
288	Curi Capital, LLC	$22.2M	52,107	−4,390	trim
289	Cercano Management LLC	$22.1M	52,035	0	no change
290	Pathstone Holdings, LLC	$21.8M	51,207	−3,093	trim
291	DEARBORN PARTNERS LLC	$21.7M	51,021	−4,248	trim
292	RBF Capital, LLC	$21.3M	50,000	−50,000	trim
293	ODDO BHF ASSET MANAGEMENT SAS	$21.1M	49,702	−19,750	trim
294	Lombard Odier Asset Management (Europe) Ltd	$21.1M	49,578	+2,129	add
295	LBP AM SA	$21.1M	49,568	−46,963	trim
296	ROCKLAND TRUST CO	$21.1M	49,533	+39,845	add
297	Utah Retirement Systems	$21.0M	49,269	−1,188	trim
298	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$20.8M	48,861	−826,966	trim
299	&PARTNERS	$20.7M	48,923	−8,517	trim
300	TD Waterhouse Canada Inc.	$20.5M	48,171	+9,031	add
301	Vanguard Personalized Indexing Management, LLC	$20.3M	47,725	−2,451	trim
302	Nan Shan Life Insurance Co., Ltd.	$20.3M	47,664	−52,037	trim
303	YOUSIF CAPITAL MANAGEMENT, LLC	$20.1M	47,284	−5,083	trim
304	JACKSON HILL ADVISORS, LLC	$19.8M	46,500	+7,500	add
305	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$19.7M	46,221	−12,034	trim
306	UNIVEST FINANCIAL Corp	$19.6M	46,126	+10,524	add
307	MAKENA CAPITAL MANAGEMENT LLC	$19.6M	46,029	+13,560	add
308	Y-Intercept (Hong Kong) Ltd	$19.3M	45,465	+45,465	new
309	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$19.3M	45,449	+451	add
310	Granite Investment Partners, LLC	$19.2M	45,184	+590	add
311	Steward Partners Investment Advisory, LLC	$19.1M	44,940	+9,094	add
312	Rakuten Investment Management, Inc.	$19.0M	45,611	+4,727	add
313	Vinva Investment Management Ltd	$19.0M	45,527	+3,380	add
314	Vanguard National Trust Co	$18.8M	44,316	—	no prior
315	FACTORY MUTUAL INSURANCE CO	$18.8M	44,100	+1,700	add
316	NEOS Investment Management LLC	$18.7M	43,938	−1,609	trim
317	Cornerstone Advisors, LLC	$18.6M	43,830	+5,930	add
318	LAKEWOOD CAPITAL MANAGEMENT, LP	$18.6M	43,750	+43,750	new
319	Mill Capital Management, LLC	$18.5M	43,470	+43,470	new
320	MERCER GLOBAL ADVISORS INC /ADV	$18.4M	43,360	+17,817	add
321	Ethic Inc.	$18.3M	43,047	−5,538	trim
322	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$18.2M	42,721	−62,844	trim
323	Maple Capital Management, Inc.	$18.1M	42,573	−651	trim
324	Polar Asset Management Partners Inc.	$18.0M	42,300	+42,300	new
325	PRUDENTIAL PLC	$17.9M	42,160	+2,258	add
326	CWM, LLC	$17.9M	42,127	+28,704	add
327	Northwest & Ethical Investments L.P.	$17.9M	42,087	−4,229	trim
328	71 West Capital Partners	$17.8M	41,917	+2,475	add
329	COMMONWEALTH EQUITY SERVICES, LLC	$17.7M	41,698	−3,082	trim
330	Andra AP-fonden	$17.7M	41,514	+25,910	add
331	Troy Asset Management Ltd	$17.5M	41,156	−550	trim
332	BAILLIE GIFFORD & CO	$16.9M	39,807	−684,806	trim
333	Apollon Wealth Management, LLC	$16.8M	39,551	+8,438	add
334	Onex Canada Asset Management Inc.	$16.8M	39,508	−5,710	trim
335	TOCQUEVILLE ASSET MANAGEMENT L.P.	$16.8M	39,473	+27,622	add
336	Peak Asset Management, LLC	$16.7M	39,182	+1,081	add
337	BAMCO INC /NY/	$16.7M	39,177	+270	add
338	Smith Salley Wealth Management	$16.6M	39,120	+523	add
339	OP Asset Management Ltd	$16.5M	38,812	—	no prior
340	M&T BANK CORP	$16.3M	38,264	−676	trim
341	Addenda Capital Inc.	$16.2M	38,159	+1,180	add
342	EFG International AG	$16.1M	37,723	−128,355	trim
343	GDS Wealth Management	$16.0M	37,560	+2,920	add
344	Itau Unibanco Holding S.A.	$16.0M	37,500	+27,873	add
345	Connor, Clark & Lunn Investment Management Ltd.	$15.6M	36,750	+36,750	new
346	MEITAV INVESTMENT HOUSE LTD	$15.4M	36,233	+31,358	add
347	PARK NATIONAL CORP /OH/	$15.3M	35,994	−15,932	trim
348	FIRST TRUST ADVISORS LP	$15.3M	35,919	−17,614	trim
349	Snowden Capital Advisors LLC	$15.0M	35,322	−448	trim
350	Wealthfront Advisers LLC	$15.0M	35,174	−6,247	trim
351	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$14.9M	35,035	−500	trim
352	Advocacy Wealth Management, LLC	$14.9M	34,972	+5,709	add
353	GLENMEDE TRUST CO NA	$14.8M	34,899	+6,674	add
354	Federation des caisses Desjardins du Quebec	$14.6M	34,408	−32,135	trim
355	Callan Family Office, LLC	$14.6M	34,370	−4,623	trim
356	OSAIC HOLDINGS, INC.	$14.6M	34,213	−2,491	trim
357	Elo Mutual Pension Insurance Co	$14.4M	33,899	−6,413	trim
358	ALLIANZ SE	$14.4M	33,798	+17,041	add
359	Empowered Funds, LLC	$14.4M	33,795	+7,580	add
360	RWA WEALTH PARTNERS, LLC	$13.9M	32,704	−19,888	trim
361	Bridgewater Associates, LP	$13.9M	32,699	−45,435	trim
362	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$13.8M	32,549	−739	trim
363	WEDGEWOOD PARTNERS INC	$13.8M	32,371	−1,393	trim
364	Explore Capital Management, LLC	$13.7M	32,175	+4,425	add
365	MACQUARIE GROUP LTD	$13.7M	32,120	−20,237	trim
366	MAI Capital Management	$13.6M	32,070	+585	add
367	FIRST FINANCIAL BANKSHARES INC	$13.6M	31,896	+125	add
368	BAILARD, INC.	$13.5M	31,770	+22	add
369	Cander Asset Management LP	$13.4M	31,479	−15,973	trim
370	Merit Financial Group, LLC	$13.4M	31,477	+4,153	add
371	Gotham Asset Management, LLC	$13.4M	31,432	+11,215	add
372	Pictet North America Advisors SA	$13.3M	31,200	+2,583	add
373	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$13.1M	30,875	−339	trim
374	Sanctuary Advisors, LLC	$12.8M	30,137	−520	trim
375	PYA Waltman Capital, LLC	$12.7M	29,969	+3,785	add
376	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$12.6M	29,598	+11,258	add
377	CAPITAL INTERNATIONAL LTD /CA/	$12.6M	29,541	+812	add
378	MML INVESTORS SERVICES, LLC	$12.3M	28,996	−15,605	trim
379	Titan Investment Solutions Ltd	$12.2M	28,778	−946	trim
380	FIDUCIARY TRUST CO	$12.0M	28,288	−3,192	trim
381	Port Capital LLC	$12.0M	28,272	−49,463	trim
382	OFI INVEST ASSET MANAGEMENT	$11.9M	31,619	+1,984	add
383	Nippon Life Global Investors Americas, Inc.	$11.8M	27,820	+5,290	add
384	Glenview Trust Co	$11.8M	27,736	−939	trim
385	Generali Asset Management SPA SGR	$11.6M	27,233	−7,764	trim
386	EXENCIAL WEALTH ADVISORS, LLC	$11.6M	27,175	−2,034	trim
387	Progressive Investment Management Corp	$11.5M	27,116	−102	trim
388	BOWEN HANES & CO INC	$11.5M	27,030	−126,942	trim
389	CAPITOLIS LIQUID GLOBAL MARKETS LLC	$11.5M	26,963	+9,863	add
390	Jain Global LLC	$11.5M	26,929	+26,929	new
391	Weiss Asset Management LP	$11.4M	26,904	+26,904	new
392	Bellecapital International Ltd.	$11.4M	26,716	−1,591	trim
393	COMMERCE BANK	$11.2M	26,296	+1,336	add
394	Laurus Global Equity Management Inc.	$11.1M	26,165	0	no change
395	Phraction Management LLC	$11.1M	26,071	+2,656	add
396	Qube Research & Technologies Ltd	$11.1M	26,063	−36,852	trim
397	ExodusPoint Capital Management, LP	$11.1M	25,993	+25,993	new
398	Lido Advisors, LLC	$11.0M	25,840	−2,587	trim
399	CITIZENS FINANCIAL GROUP INC/RI	$11.0M	25,850	+1,374	add
400	Cresset Asset Management, LLC	$11.0M	25,783	+11,208	add
401	MIDDLETON & CO INC/MA	$11.0M	25,776	+613	add
402	Ravenstone Capital Management Inc.	$10.9M	25,555	—	no prior
403	Fulcrum Capital LLC	$10.8M	25,307	+3,581	add
404	Generate Investment Management Ltd	$10.6M	25,000	−10,000	trim
405	CHOREO, LLC	$10.6M	24,989	−924	trim
406	Orion Porfolio Solutions, LLC	$10.6M	24,882	−7,393	trim
407	Claar Advisors LLC	$10.5M	24,714	+2	add
408	Round Hill Asset Management	$10.5M	24,703	−165	trim
409	Moran Wealth Management, LLC	$10.3M	24,323	−1,839	trim
410	GOODNOW INVESTMENT GROUP, LLC	$10.2M	24,090	+24,090	new
411	CIBC WORLD MARKET INC.	$10.2M	23,930	+5,801	add
412	UniSuper Management Pty Ltd	$10.0M	23,602	+217	add
413	Aptus Capital Advisors, LLC	$10.0M	23,543	+12,546	add
414	Atlantic Union Bankshares Corp	$9.9M	23,343	+101	add
415	Beacon Pointe Advisors, LLC	$9.8M	23,136	+16,259	add
416	Avanza Fonder AB	$9.8M	23,073	−190	trim
417	KESTRA PRIVATE WEALTH SERVICES, LLC	$9.7M	22,912	−2,136	trim
418	Sterling Capital Management LLC	$9.7M	22,747	−3,457	trim
419	CARDEROCK CAPITAL MANAGEMENT INC	$9.6M	22,567	−674	trim
420	Foster Victor Wealth Advisors, LLC	$9.6M	22,495	−21,240	trim
421	Investment Management Corp of Ontario	$9.4M	22,172	−5,580	trim
422	Triavera Capital LLC	$9.4M	22,156	−2,409	trim
423	Calamos Wealth Management LLC	$9.4M	22,129	−6,057	trim
424	Composition Wealth, LLC	$9.4M	22,075	−1,159	trim
425	MOTCO	$9.4M	22,052	+1,114	add
426	MATTERN CAPITAL MANAGEMENT, LLC	$9.3M	21,839	+847	add
427	Dash Acquisitions Inc.	$9.3M	20,971	+10,429	add
428	FULTON BREAKEFIELD BROENNIMAN LLC	$9.3M	21,786	−703	trim
429	Altrafin AG	$9.3M	21,777	−970	trim
430	LMCG INVESTMENTS, LLC	$9.2M	21,724	−1,630	trim
431	Advisors Asset Management, Inc.	$9.1M	21,396	−833	trim
432	EQUITABLE TRUST CO	$8.9M	20,906	−1,303	trim
433	KANAWHA CAPITAL MANAGEMENT LLC	$8.8M	20,746	+4,724	add
434	Berkeley, Inc	$8.6M	20,237	+988	add
435	Ashton Thomas Private Wealth, LLC	$8.5M	20,051	+3,377	add
436	NewEdge Advisors, LLC	$8.5M	20,005	+20,005	new
437	Bleichroeder LP	$8.5M	20,000	0	no change
438	INTECH INVESTMENT MANAGEMENT LLC	$8.5M	19,937	+1,721	add
439	Crossmark Global Holdings, Inc.	$8.4M	19,811	—	no prior
440	GHP Investment Advisors, Inc.	$8.4M	19,650	+4,397	add
441	Osmosis Investment Management UK Ltd	$8.3M	19,520	−5,606	trim
442	Brookstone Capital Management	$8.2M	19,350	+3,455	add
443	KORNITZER CAPITAL MANAGEMENT INC /KS	$8.1M	19,000	−2,088	trim
444	Turtle Creek Wealth Advisors, LLC	$8.1M	18,949	+4,655	add
445	Laird Norton Wetherby Trust Company, LLC	$7.9M	18,683	−1,241	trim
446	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	$7.9M	18,517	+13,824	add
447	MIZUHO SECURITIES USA LLC	$7.9M	18,499	−4,073	trim
448	Metis Global Partners, LLC	$7.8M	18,353	−1,010	trim
449	BANQUE PICTET & CIE SA	$7.8M	18,292	−185	trim
450	NBT BANK, N.A.	$7.7M	18,111	−681	trim
451	Karl Kapital LLC	$7.7M	18,005	+9,431	add
452	KR Capital LP	$7.6M	17,945	—	no prior
453	BTC Capital Management, Inc.	$7.6M	17,825	+5,197	add
454	BALDWIN WEALTH PARTNERS LLC/MA	$7.6M	17,807	−2,246	trim
455	JONES FINANCIAL COMPANIES LLLP	$7.6M	17,777	+2,110	add
456	Providence Capital Advisors, LLC	$7.4M	17,413	+7,329	add
457	Kintegral Advisory, LLC	$7.4M	17,403	−772	trim
458	World Investment Advisors	$7.4M	17,354	−1,079	trim
459	Silvant Capital Management LLC	$7.4M	17,345	−858	trim
460	LGT Fund Management Co Ltd.	$7.3M	17,109	−21,833	trim
461	Atria Investments, Inc	$7.3M	17,050	−2,330	trim
462	KING LUTHER CAPITAL MANAGEMENT CORP	$7.2M	17,038	−139,046	trim
463	Capital Group Private Client Services, Inc.	$7.2M	17,006	−4,190	trim
464	PENINSULA ASSET MANAGEMENT INC	$7.2M	16,974	−380	trim
465	SIGNATUREFD, LLC	$7.2M	16,950	+10	add
466	THREADGILL FINANCIAL, LLC	$7.1M	16,734	−934	trim
467	Blackstone Inc.	$7.1M	16,691	+9,628	add
468	OpenArc Corporate Advisory, LLC	$7.1M	16,690	−146,822	trim
469	Groupe la Francaise	$7.0M	16,556	+1,732	add
470	SOROS FUND MANAGEMENT LLC	$7.0M	16,532	+16,532	new
471	EAGLE GLOBAL ADVISORS LLC	$7.0M	16,507	−12	trim
472	HB Wealth Management, LLC	$7.0M	16,495	−3,268	trim
473	Meiji Yasuda Asset Management Co Ltd.	$7.0M	16,457	−5,168	trim
474	Aware Super Pty Ltd as trustee of Aware Super	$7.0M	16,446	—	no prior
475	Global X Japan Co., Ltd.	$7.0M	16,389	+580	add
476	Vestmark Advisory Solutions, Inc.	$6.9M	16,311	+5,215	add
477	Vident Advisory, LLC	$6.9M	16,279	+2,190	add
478	Badgley Phelps Wealth Managers, LLC	$6.8M	15,998	+2,376	add
479	Evelyn Partners Investment Management Services Ltd	$6.8M	15,919	+247	add
480	Banque Cantonale Vaudoise	$6.8M	15,888	+1,250	add
481	Triveni Capital Investments LP	$6.7M	15,728	−1,997	trim
482	Hudson Bay Capital Management LP	$6.7M	15,725	+15,725	new
483	Hennion & Walsh Asset Management, Inc.	$6.7M	15,687	+372	add
484	Quadrature Capital Ltd	$6.6M	15,625	+15,625	new
485	Nemes Rush Group LLC	$6.6M	15,573	+2,383	add
486	Banque de Luxembourg S.A.	$6.6M	15,567	−287	trim
487	Summit Financial, LLC	$6.6M	15,419	+4,086	add
488	Haverford Financial Services, Inc.	$6.5M	15,337	−44	trim
489	LEVIN CAPITAL STRATEGIES, L.P.	$6.5M	15,244	−3,182	trim
490	Maryland State Retirement & Pension System	$6.5M	15,212	+105	add
491	ZEVIN ASSET MANAGEMENT LLC	$6.4M	15,142	+181	add
492	Capital Investment Counsel, LLC	$6.4M	15,075	+372	add
493	Montaka Global Pty Ltd	$6.3M	14,913	−2,769	trim
494	NORTH STAR ASSET MANAGEMENT INC	$6.3M	14,861	+1,711	add
495	Bank Pictet & Cie (Europe) AG	$6.3M	14,781	−59,928	trim
496	IQ EQ FUND MANAGEMENT (IRELAND) Ltd	$6.2M	14,498	+12,860	add
497	Vantage Investment Partners, LLC	$6.1M	14,413	−13	trim
498	Concurrent Investment Advisors, LLC	$6.1M	14,385	−620	trim
499	Atom Investors LP	$6.1M	14,342	+12,342	add
500	Linden Thomas Advisory Services, LLC	$6.0M	14,169	+473	add

Quarter ended 2026-03-31Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · SPGI

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers: 2 Michael T. McCaul R–TX-10, Alan Armstrong R–OK $6K–$90K
Sellers: 3 Jared Moskowitz D–FL-23, Rick Larsen D–WA-2, Thomas H. Kean, Jr. R–NJ-7 $5K–$75K

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding: 6 TCI Fund Management, Tudor Investment Corp, Himalaya Capital, Gotham Asset Management, Soros Fund Management, Caxton Associates $6.1B held
Trimming: 3 Markel Group, Bridgewater Associates, Coatue Management $64.0M held

new + add vs trim + exit, by shares · $ = reported value now, not the change · S&P GLOBAL INC

Merged timeline of congressional filings and notable-manager moves on SPGI
Date	Who	Change	Size
2026-07-26	Jared Moskowitz Congress	Sale	$1K–$15K
2026-07-26	Jared Moskowitz Congress	Sale	$1K–$15K
2026-07-26	Jared Moskowitz Congress	Sale	$1K–$15K
2026-07-21	Alan Armstrong Congress	Purchase	$1K–$15K
2026-07-15	Thomas H. Kean, Jr. Congress	Sale	$1K–$15K
2026-07-12	Rick Larsen Congress	Sale	$1K–$15K
2026-07-08	Michael T. McCaul Congress	Purchase	$1K–$15K
2026-07-08	Michael T. McCaul Congress	Purchase	$1K–$15K
2026-07-08	Michael T. McCaul Congress	Purchase	$1K–$15K
2026-07-08	Michael T. McCaul Congress	Purchase	$1K–$15K
2026-07-08	Michael T. McCaul Congress	Purchase	$1K–$15K
2026-05-15	TCI Fund Management 13F	add	+2,245,000 sh
2026-05-15	Tudor Investment Corp 13F	add	+107,631 sh
2026-05-15	Himalaya Capital 13F	new	+121,463 sh
2026-05-15	Gotham Asset Management 13F	add	+11,215 sh
2026-05-15	Soros Fund Management 13F	new	+16,532 sh
2026-05-15	Bridgewater Associates 13F	trim	−45,435 sh
2026-05-15	Coatue Management 13F	exit	−63,451 sh
2026-05-14	Caxton Associates 13F	new	+7,040 sh
2026-05-01	Markel Group 13F	trim	−33,000 sh

20 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

27 members of Congress disclosed SPGI — the congressional view ↗