Public record / Tickers / SPGI

SPGI — S&P Global Inc.

Both disclosure regimes on one name: who in Congress filed about SPGI, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
71
all PTR rows naming SPGI
Members · 12m
7
7 buys · 8 sells · by trade date
Latest PTR
07-26
filed 2026-07-26
13F holders
500
top-500 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Jefferson Shreve · $50.0K–$100K

Sale · traded 2025-05-12 → filed 2025-06-22. Ranked over every SPGI row by the provable lower bound, never a point estimate.

7 members · 7 buys / 8 sells

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

12 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

22 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 22 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING SPGI · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning SPGI
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-07-26Jared Moskowitz D–FL-23SaleTraded 06-17 +39d$1K–$15K
2026-07-26Jared Moskowitz D–FL-23Sale · DC (dependent-child-owned)Traded 06-17 +39d$1K–$15K
2026-07-26Jared Moskowitz D–FL-23Sale · DC (dependent-child-owned)Traded 06-17 +39d$1K–$15K
2026-07-21Alan Armstrong R–OKPurchaseTraded 03-27 LATE·116d$1K–$15K
2026-07-15Thomas H. Kean, Jr. R–NJ-7Sale · partial (partial sale)Traded 06-29 +16d$1K–$15K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 71 ↗

Members active in SPGI

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing SPGI in the trailing 12 months
MemberRowsNetNet disclosed flow for this ticker: purchases minus sales, computed as a net range on the disclosed amounts. A lower bound is provable, never a point.CommitteesNumber of committees the member sat on as of their latest trade date in the window, from the cc0-legislators roster snapshot. Context, never an allegation; jurisdiction overlap needs the sector join.
Michael T. McCaul R–TX-105$5.0K to $75.0K2
Jared Moskowitz D–FL-233−$45.0K to −$3.0K3
Rick W. Allen R–GA-122−$35.0K to $35.0K2
Thomas H. Kean, Jr. R–NJ-72−$65.0K to −$16.0K2
Alan Armstrong R–OK1$1.0K to $15.0K2
Rick Larsen D–WA-21−$15.0K to −$1.0K1
Val T. Hoyle D–OR-41−$15.0K to −$1.0K2

7 members in the window · counts of disclosures, not dollars.

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

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
DateWhoChangeSize
2026-07-26Jared Moskowitz CongressSale$1K–$15K
2026-07-26Jared Moskowitz CongressSale$1K–$15K
2026-07-26Jared Moskowitz CongressSale$1K–$15K
2026-07-21Alan Armstrong CongressPurchase$1K–$15K
2026-07-15Thomas H. Kean, Jr. CongressSale$1K–$15K
2026-07-12Rick Larsen CongressSale$1K–$15K
2026-07-08Michael T. McCaul CongressPurchase$1K–$15K
2026-07-08Michael T. McCaul CongressPurchase$1K–$15K
2026-07-08Michael T. McCaul CongressPurchase$1K–$15K
2026-07-08Michael T. McCaul CongressPurchase$1K–$15K
2026-07-08Michael T. McCaul CongressPurchase$1K–$15K
2026-05-15TCI Fund Management 13Fadd+2,245,000 sh
2026-05-15Tudor Investment Corp 13Fadd+107,631 sh
2026-05-15Himalaya Capital 13Fnew+121,463 sh
2026-05-15Gotham Asset Management 13Fadd+11,215 sh
2026-05-15Soros Fund Management 13Fnew+16,532 sh
2026-05-15Bridgewater Associates 13Ftrim−45,435 sh
2026-05-15Coatue Management 13Fexit−63,451 sh
2026-05-14Caxton Associates 13Fnew+7,040 sh
2026-05-01Markel Group 13Ftrim−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

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

full holders view ↗
Top institutional holders of SPGI for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$10.2B1
2VANGUARD CAPITAL MANAGEMENT LLC$8.2B1
3STATE STREET CORP$6.0B1
4TCI Fund Management Ltd$6.0B1
5MORGAN STANLEY$3.4B1
6GEODE CAPITAL MANAGEMENT, LLC$2.9B1
7VANGUARD PORTFOLIO MANAGEMENT LLC$2.9B1
8WELLINGTON MANAGEMENT GROUP LLP$2.6B1
9BANK OF AMERICA CORP /DE/$1.9B1
10Capital International Investors$1.5B1
11FMR LLC$1.4B1
12NORTHERN TRUST CORP$1.3B1
13UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$1.3B1
14WELLS FARGO & COMPANY/MN$1.1B1
15Invesco Ltd.$983M1
16CHARLES SCHWAB INVESTMENT MANAGEMENT INC$967M1
17Legal & General Group Plc$910M1
18Unisphere Establishment$906M1
19Mitsubishi UFJ Asset Management Co., Ltd.$868M1
20Amundi$825M1
21ALLIANCEBERNSTEIN L.P.$803M1
22Nuveen, LLC$777M1
23UBS Group AG$759M1
24Bank of New York Mellon Corp$752M1
25Valley Forge Capital Management, LP$748M1
26VANGUARD FIDUCIARY TRUST CO$727M1
27Soroban Capital Partners LP$718M1
28EdgePoint Investment Group Inc.$703M1
29PARNASSUS INVESTMENTS, LLC$701M1
30AMERIPRISE FINANCIAL INC$659M1
31CANTILLON CAPITAL MANAGEMENT LLC$658M1
32EAGLE CAPITAL MANAGEMENT LLC$606M1
33Temasek Holdings (Private) Ltd$594M1
34FLOSSBACH VON STORCH SE$590M1
35FRANKLIN RESOURCES INC$584M1
36Rothschild & Co Wealth Management UK Ltd$571M1
37AQR CAPITAL MANAGEMENT LLC$528M1
38ROYAL BANK OF CANADA$487M1
39DEUTSCHE BANK AG\$447M1
40FIRST MANHATTAN CO. LLC.$445M1
41Newport Trust Company, LLC$439M1
42MILLENNIUM MANAGEMENT LLC$419M1
43Carmignac Gestion$406M1
44RAYMOND JAMES FINANCIAL INC$397M1
45Swedbank AB$384M1
46CIBC Bancorp USA Inc.$384M1
47BLS CAPITAL FONDSMAEGLERSELSKAB A/S$375M1
48DIMENSIONAL FUND ADVISORS LP$356M1
49ENVESTNET ASSET MANAGEMENT INC$337M1
50Sustainable Growth Advisers, LP$322M1
51Clearbridge Investments, LLC$316M1
52HSBC HOLDINGS PLC$315M1
53National Pension Service$308M1
54MACKENZIE FINANCIAL CORP$295M1
55Sumitomo Mitsui Trust Group, Inc.$289M1
56Vanguard Global Advisers, LLC$285M1
57EDGEWOOD MANAGEMENT LLC$279M1
58LAZARD ASSET MANAGEMENT LLC$268M1
59CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$265M1
60ABN AMRO Bank N.V.$244M1
61COMGEST GLOBAL INVESTORS S.A.S.$229M1
62PineStone Asset Management Inc.$226M1
63VANGUARD ASSET MANAGEMENT, Ltd$225M1
64Skye Global Management LP$224M1
65Allianz Asset Management GmbH$223M1
66AMERICAN CENTURY COMPANIES INC$218M1
67CANADA PENSION PLAN INVESTMENT BOARD$216M1
68Alecta Tjanstepension Omsesidigt$216M1
69PRINCIPAL FINANCIAL GROUP INC$216M1
70Meritage Group LP$215M1
71STIFEL FINANCIAL CORP$212M1
72NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$206M1
73Fiera Capital Corp$203M1
74MENORA MIVTACHIM HOLDINGS LTD.$198M1
75CITIGROUP INC$196M1
76SEI INVESTMENTS CO$189M1
77Universal- Beteiligungs- und Servicegesellschaft mbH$185M1
78Corient Private Wealth LLC$183M1
79Capital World Investors$181M1
80Stonehage Fleming Financial Services Holdings Ltd$180M1
81B. Metzler seel. Sohn & Co. AG$173M1
82BANK OF MONTREAL /CAN/$169M1
83MANUFACTURERS LIFE INSURANCE COMPANY, THE$167M1
84NORDEA INVESTMENT MANAGEMENT AB$166M1
85Aberdeen Group plc$164M1
86Mawer Investment Management Ltd.$163M1
87BNP Paribas Asset Management Holding S.A.$160M1
88AVIVA PLC$160M1
89LOCUST WOOD CAPITAL ADVISERS, LLC$160M1
90ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$160M1
91ProShare Advisors LLC$159M1
92Ensign Peak Advisors, Inc$158M1
93CITADEL ADVISORS LLC$157M1
94NEW YORK STATE COMMON RETIREMENT FUND$151M1
95DnB Asset Management AS$149M1
96USS Investment Management Ltd$148M1
97Holocene Advisors, LP$147M1
98OMERS ADMINISTRATION Corp$145M1
99Longview Partners (Guernsey) LTD$144M1
100Gates Capital Management, Inc.$139M1
101D. E. Shaw & Co., Inc.$139M1
102Findlay Park Partners LLP$137M1
103JUPITER ASSET MANAGEMENT LTD$132M1
104Haverford Trust Co$131M1
105LPL Financial LLC$131M1
106Korea Investment CORP$130M1
107VICTORY CAPITAL MANAGEMENT INC$127M1
108PRUDENTIAL FINANCIAL INC$127M1
109NOMURA ASSET MANAGEMENT CO LTD$125M1
110Janus Henderson Group Ltd.$125M1
111Focus Partners Wealth$123M1
112Capital Research Global Investors$120M1
113US BANCORP \DE\$117M1
114ADAGE CAPITAL PARTNERS GP, L.L.C.$117M1
115Bank Julius Baer & Co. Ltd, Zurich$115M1
116Evergreen Quality Fund GP, Ltd.$115M1
117STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$114M1
118Zurcher Kantonalbank (Zurich Cantonalbank)$112M1
119JANE STREET GROUP, LLC$111M1
120Douglass Winthrop Advisors, LLC$108M1
121CREDIT AGRICOLE S A$107M1
122LGT Group Foundation$107M1
123ROYAL LONDON ASSET MANAGEMENT LTD$107M1
124SCHRODER INVESTMENT MANAGEMENT GROUP$103M1
125CI INVESTMENTS INC.$102M1
126MASSACHUSETTS FINANCIAL SERVICES CO /MA/$101M1
127Bowie Capital Management, LLC$101M1
128FIL Ltd$98.5M1
129BROWN ADVISORY INC$97.4M1
130Cerity Partners LLC$96.3M1
131Dorsey Asset Management, LLC$94.7M1
132DANSKE BANK A/S$93.0M1
133Allspring Global Investments Holdings, LLC$90.8M1
134ABN AMRO INVESTMENT SOLUTIONS$90.0M1
135WORLDQUANT MILLENNIUM ADVISORS LLC$89.9M1
136Camrose Capital Investment Partners LLP$89.7M1
137Robeco Institutional Asset Management B.V.$89.1M1
138PFA Pension, Forsikringsaktieselskab$89.0M1
139STOREBRAND ASSET MANAGEMENT AS$87.0M1
140D.A. DAVIDSON & CO.$83.6M1
141Quilter Plc$83.3M1
142SEB Asset Management AB$81.2M1
143ALKEON CAPITAL MANAGEMENT LLC$81.0M1
144TORONTO DOMINION BANK$78.9M1
145Mitsubishi UFJ Trust & Banking Corp$76.8M1
146James Hambro & Partners LLP$76.5M1
147SCHWARTZ INVESTMENT COUNSEL INC$75.5M1
148Pictet Asset Management Holding SA$74.9M1
149BRISTOL JOHN W & CO INC /NY/$74.7M1
150PBCay One RSC Ltd$74.7M1
151Spear Holdings RSC Ltd$74.7M1
152Artisan Partners Limited Partnership$72.7M1
153STATE OF WISCONSIN INVESTMENT BOARD$72.3M1
154Hudson Way Capital Management LLC$72.2M1
155CRAWFORD INVESTMENT COUNSEL INC$71.1M1
156FIFTH THIRD BANCORP$70.8M1
157NICHOLAS COMPANY, INC.$70.3M1
158NISSAY ASSET MANAGEMENT CORP /JAPAN$69.1M1
159NATIONAL BANK OF CANADA /FI/$68.1M1
160Magellan Asset Management Ltd$67.4M1
161Candriam S.C.A.$66.5M1
162Vanguard Investments Australia, Ltd.$65.6M1
163Fullerton Fund Management Co Ltd.$65.0M1
164DF DENT & CO INC$64.8M1
165Vontobel Holding Ltd.$64.3M1
166Chevy Chase Trust Holdings, LLC$64.3M1
167GCQ FUNDS MANAGEMENT PTY Ltd$63.9M1
168SUSQUEHANNA INTERNATIONAL GROUP, LLP$63.6M1
169Asset Management One Co., Ltd.$63.4M1
170TD ASSET MANAGEMENT INC$62.5M1
1711832 Asset Management L.P.$61.8M1
172RIVERBRIDGE PARTNERS LLC$61.3M1
173FEDERATED HERMES, INC.$60.9M1
174BLAIR WILLIAM & CO/IL$60.9M1
175BlueSpruce Investments, LP$60.7M1
176Mariner, LLC$59.0M1
177Quantinno Capital Management LP$58.4M1
178APG Asset Management N.V.$58.3M1
179Man Group plc$57.6M1
180TUDOR INVESTMENT CORP ET AL$57.3M1
181BANK OF NOVA SCOTIA$57.3M1
182BALYASNY ASSET MANAGEMENT L.P.$57.2M1
183CONFLUENCE INVESTMENT MANAGEMENT LLC$57.0M1
184EP Wealth Advisors, LLC$56.2M1
185KLP KAPITALFORVALTNING AS$55.7M1
186TWO SIGMA INVESTMENTS, LP$55.3M1
187HM PAYSON & CO$55.1M1
188HighTower Advisors, LLC$54.9M1
189Eurizon Capital SGR S.p.A.$54.5M1
190KEYBANK NATIONAL ASSOCIATION/OH$54.4M1
191COMPASS CAPITAL MANAGEMENT, INC$54.1M1
192DELTA ASSET MANAGEMENT LLC/TN$53.7M1
193C Partners Holding GmbH$53.6M1
194Tredje AP-fonden$53.0M1
195ASR Vermogensbeheer N.V.$52.3M1
196PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$52.2M1
197CULLINAN ASSOCIATES INC$51.8M1
198CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$51.8M1
199Himalaya Capital Management LLC$51.7M1
200Aviso Financial Inc.$51.5M1
201Squarepoint Ops LLC$50.8M1
202Assenagon Asset Management S.A.$50.5M1
203Resona Asset Management Co.,Ltd.$50.3M1
204MARKEL GROUP INC.$50.1M1
205Coalescence Partners Investment Management, LP$50.1M1
206Creative Planning$49.5M1
207Lansforsakringar Fondforvaltning AB (publ)$48.9M1
208Tidal Investments LLC$48.8M1
209NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$48.5M1
210KENSICO CAPITAL MANAGEMENT CORP$48.3M1
211Calamos Advisors LLC$47.5M1
212FENIMORE ASSET MANAGEMENT INC$47.2M1
213Norinchukin Bank, The$46.6M1
214State of New Jersey Common Pension Fund D$45.4M1
215Birch Hill Investment Advisors LLC$45.0M1
216Select Equity Group, L.P.$44.9M1
217Vest Financial, LLC$44.4M1
218HOWLAND CAPITAL MANAGEMENT LLC$44.1M1
219BRIDGES INVESTMENT MANAGEMENT INC$43.2M1
220Marex Group Ltd$42.7M1
221Capital International, Inc./CA/$42.7M1
222Coronation Fund Managers Ltd.$41.8M1
223Ironvine Capital Partners, LLC$41.1M1
224OSSIAM$40.7M1
225Rockefeller Capital Management L.P.$40.7M1
226JOHNSON INVESTMENT COUNSEL INC$40.5M1
227REGIONS FINANCIAL CORP$40.4M1
228Alfreton Capital LLP$40.4M1
229Compagnie Lombard Odier SCmA$39.7M1
230IEQ CAPITAL, LLC$39.5M1
231Longaeva Partners L.P.$39.5M1
232BENJAMIN EDWARDS INC$39.1M1
233JIA INVESTMENT ALLIANCE PTE. LTD.$39.1M1
234FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$37.7M1
235PUBLIC SECTOR PENSION INVESTMENT BOARD$37.0M1
236Arizona State Retirement System$36.1M1
237YCG, LLC$36.0M1
238OAKMONT Corp$35.7M1
239Lionstone Capital Management LLC$35.7M1
240Czech National Bank$35.4M1
241TRUIST FINANCIAL CORP$35.4M1
242CIBC Asset Management Inc$35.1M1
243Evelyn Partners Investment Management LLP$33.6M1
244UNITED CAPITAL FINANCIAL ADVISORS, LLC$33.1M1
245Sather Financial Group Inc$32.4M1
246RIT CAPITAL PARTNERS PLC$32.3M1
247GREENLEAF TRUST$32.1M1
248Rafferty Asset Management, LLC$31.6M1
249Cetera Investment Advisers$31.5M1
250Union Bancaire Privee, UBP SA$30.9M1
251AE Wealth Management LLC$30.9M1
252Sandhill Capital Partners LLC$30.7M1
253MetLife Investment Management, LLC$30.4M1
254COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$30.3M1
255O'SHAUGHNESSY ASSET MANAGEMENT, LLC$29.9M1
256Sumitomo Mitsui DS Asset Management Company, Ltd$28.6M1
257Mirae Asset Global Investments Co., Ltd.$28.5M1
258NISA INVESTMENT ADVISORS, LLC$28.3M1
259IFM Investors Pty Ltd$28.0M1
260BLI - Banque de Luxembourg Investments$27.8M1
261Retirement Systems of Alabama$27.6M1
262Varma Mutual Pension Insurance Co$27.4M1
263Danica Pension, Livsforsikringsaktieselskab$27.4M1
264SORA INVESTORS LLC$27.3M1
265ALTA CAPITAL MANAGEMENT LLC/$27.3M1
266Pinnacle Financial Partners, Inc.$26.3M1
267Swiss Life Asset Management Ltd$26.1M1
268Woodline Partners LP$25.6M1
269XPONANCE LLC$25.0M1
270Trexquant Investment LP$25.0M1
271TITAN GLOBAL CAPITAL MANAGEMENT USA LLC$24.6M1
272WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$24.6M1
273J. Safra Sarasin Holding AG$24.4M1
274EULAV Asset Management$24.3M1
275VOYA INVESTMENT MANAGEMENT LLC$24.3M1
276EASTERN BANK$24.0M1
277NATIXIS$23.7M1
278Daiwa Securities Group Inc.$23.7M1
279TEACHER RETIREMENT SYSTEM OF TEXAS$23.5M1
280PITTENGER & ANDERSON INC$23.4M1
281Capital International Sarl$22.9M1
282Segment Wealth Management, LLC$22.8M1
283Suncoast Equity Management$22.7M1
284MILFORD FUNDS LTD$22.5M1
285QRG CAPITAL MANAGEMENT, INC.$22.5M1
286National Mutual Insurance Federation of Agricultural Cooperatives$22.5M1
287OPPENHEIMER ASSET MANAGEMENT INC.$22.3M1
288Curi Capital, LLC$22.2M1
289Cercano Management LLC$22.1M1
290Pathstone Holdings, LLC$21.8M1
291DEARBORN PARTNERS LLC$21.7M1
292RBF Capital, LLC$21.3M1
293ODDO BHF ASSET MANAGEMENT SAS$21.1M1
294Lombard Odier Asset Management (Europe) Ltd$21.1M1
295LBP AM SA$21.1M1
296ROCKLAND TRUST CO$21.1M1
297Utah Retirement Systems$21.0M1
298DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$20.8M1
299&PARTNERS$20.7M1
300TD Waterhouse Canada Inc.$20.5M1
301Vanguard Personalized Indexing Management, LLC$20.3M1
302Nan Shan Life Insurance Co., Ltd.$20.3M1
303YOUSIF CAPITAL MANAGEMENT, LLC$20.1M1
304JACKSON HILL ADVISORS, LLC$19.8M1
305HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$19.7M1
306UNIVEST FINANCIAL Corp$19.6M1
307MAKENA CAPITAL MANAGEMENT LLC$19.6M1
308Y-Intercept (Hong Kong) Ltd$19.3M1
309NEW YORK LIFE INVESTMENT MANAGEMENT LLC$19.3M1
310Granite Investment Partners, LLC$19.2M1
311Steward Partners Investment Advisory, LLC$19.1M1
312Rakuten Investment Management, Inc.$19.0M1
313Vinva Investment Management Ltd$19.0M1
314Vanguard National Trust Co$18.8M1
315FACTORY MUTUAL INSURANCE CO$18.8M1
316NEOS Investment Management LLC$18.7M1
317Cornerstone Advisors, LLC$18.6M1
318LAKEWOOD CAPITAL MANAGEMENT, LP$18.6M1
319Mill Capital Management, LLC$18.5M1
320MERCER GLOBAL ADVISORS INC /ADV$18.4M1
321Ethic Inc.$18.3M1
322BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$18.2M1
323Maple Capital Management, Inc.$18.1M1
324Polar Asset Management Partners Inc.$18.0M1
325PRUDENTIAL PLC$17.9M1
326CWM, LLC$17.9M1
327Northwest & Ethical Investments L.P.$17.9M1
32871 West Capital Partners$17.8M1
329COMMONWEALTH EQUITY SERVICES, LLC$17.7M1
330Andra AP-fonden$17.7M1
331Troy Asset Management Ltd$17.5M1
332BAILLIE GIFFORD & CO$16.9M1
333Apollon Wealth Management, LLC$16.8M1
334Onex Canada Asset Management Inc.$16.8M1
335TOCQUEVILLE ASSET MANAGEMENT L.P.$16.8M1
336Peak Asset Management, LLC$16.7M1
337BAMCO INC /NY/$16.7M1
338Smith Salley Wealth Management$16.6M1
339OP Asset Management Ltd$16.5M1
340M&T BANK CORP$16.3M1
341Addenda Capital Inc.$16.2M1
342EFG International AG$16.1M1
343GDS Wealth Management$16.0M1
344Itau Unibanco Holding S.A.$16.0M1
345Connor, Clark & Lunn Investment Management Ltd.$15.6M1
346MEITAV INVESTMENT HOUSE LTD$15.4M1
347PARK NATIONAL CORP /OH/$15.3M1
348FIRST TRUST ADVISORS LP$15.3M1
349Snowden Capital Advisors LLC$15.0M1
350Wealthfront Advisers LLC$15.0M1
351OREGON PUBLIC EMPLOYEES RETIREMENT FUND$14.9M1
352Advocacy Wealth Management, LLC$14.9M1
353GLENMEDE TRUST CO NA$14.8M1
354Federation des caisses Desjardins du Quebec$14.6M1
355Callan Family Office, LLC$14.6M1
356OSAIC HOLDINGS, INC.$14.6M1
357Elo Mutual Pension Insurance Co$14.4M1
358ALLIANZ SE$14.4M1
359Empowered Funds, LLC$14.4M1
360RWA WEALTH PARTNERS, LLC$13.9M1
361Bridgewater Associates, LP$13.9M1
362MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$13.8M1
363WEDGEWOOD PARTNERS INC$13.8M1
364Explore Capital Management, LLC$13.7M1
365MACQUARIE GROUP LTD$13.7M1
366MAI Capital Management$13.6M1
367FIRST FINANCIAL BANKSHARES INC$13.6M1
368BAILARD, INC.$13.5M1
369Cander Asset Management LP$13.4M1
370Merit Financial Group, LLC$13.4M1
371Gotham Asset Management, LLC$13.4M1
372Pictet North America Advisors SA$13.3M1
373MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$13.1M1
374Sanctuary Advisors, LLC$12.8M1
375PYA Waltman Capital, LLC$12.7M1
376BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$12.6M1
377CAPITAL INTERNATIONAL LTD /CA/$12.6M1
378MML INVESTORS SERVICES, LLC$12.3M1
379Titan Investment Solutions Ltd$12.2M1
380FIDUCIARY TRUST CO$12.0M1
381Port Capital LLC$12.0M1
382OFI INVEST ASSET MANAGEMENT$11.9M1
383Nippon Life Global Investors Americas, Inc.$11.8M1
384Glenview Trust Co$11.8M1
385Generali Asset Management SPA SGR$11.6M1
386EXENCIAL WEALTH ADVISORS, LLC$11.6M1
387Progressive Investment Management Corp$11.5M1
388BOWEN HANES & CO INC$11.5M1
389CAPITOLIS LIQUID GLOBAL MARKETS LLC$11.5M1
390Jain Global LLC$11.5M1
391Weiss Asset Management LP$11.4M1
392Bellecapital International Ltd.$11.4M1
393COMMERCE BANK$11.2M1
394Laurus Global Equity Management Inc.$11.1M1
395Phraction Management LLC$11.1M1
396Qube Research & Technologies Ltd$11.1M1
397ExodusPoint Capital Management, LP$11.1M1
398Lido Advisors, LLC$11.0M1
399CITIZENS FINANCIAL GROUP INC/RI$11.0M1
400Cresset Asset Management, LLC$11.0M1
401MIDDLETON & CO INC/MA$11.0M1
402Ravenstone Capital Management Inc.$10.9M1
403Fulcrum Capital LLC$10.8M1
404Generate Investment Management Ltd$10.6M1
405CHOREO, LLC$10.6M1
406Orion Porfolio Solutions, LLC$10.6M1
407Claar Advisors LLC$10.5M1
408Round Hill Asset Management$10.5M1
409Moran Wealth Management, LLC$10.3M1
410GOODNOW INVESTMENT GROUP, LLC$10.2M1
411CIBC WORLD MARKET INC.$10.2M1
412UniSuper Management Pty Ltd$10.0M1
413Aptus Capital Advisors, LLC$10.0M1
414Atlantic Union Bankshares Corp$9.9M1
415Beacon Pointe Advisors, LLC$9.8M1
416Avanza Fonder AB$9.8M1
417KESTRA PRIVATE WEALTH SERVICES, LLC$9.7M1
418Sterling Capital Management LLC$9.7M1
419CARDEROCK CAPITAL MANAGEMENT INC$9.6M1
420Foster Victor Wealth Advisors, LLC$9.6M1
421Investment Management Corp of Ontario$9.4M1
422Triavera Capital LLC$9.4M1
423Calamos Wealth Management LLC$9.4M1
424Composition Wealth, LLC$9.4M1
425MOTCO$9.4M1
426MATTERN CAPITAL MANAGEMENT, LLC$9.3M1
427Dash Acquisitions Inc.$9.3M1
428FULTON BREAKEFIELD BROENNIMAN LLC$9.3M1
429Altrafin AG$9.3M1
430LMCG INVESTMENTS, LLC$9.2M1
431Advisors Asset Management, Inc.$9.1M1
432EQUITABLE TRUST CO$8.9M1
433KANAWHA CAPITAL MANAGEMENT LLC$8.8M1
434Berkeley, Inc$8.6M1
435Ashton Thomas Private Wealth, LLC$8.5M1
436NewEdge Advisors, LLC$8.5M1
437Bleichroeder LP$8.5M1
438INTECH INVESTMENT MANAGEMENT LLC$8.5M1
439Crossmark Global Holdings, Inc.$8.4M1
440GHP Investment Advisors, Inc.$8.4M1
441Osmosis Investment Management UK Ltd$8.3M1
442Brookstone Capital Management$8.2M1
443KORNITZER CAPITAL MANAGEMENT INC /KS$8.1M1
444Turtle Creek Wealth Advisors, LLC$8.1M1
445Laird Norton Wetherby Trust Company, LLC$7.9M1
446LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$7.9M1
447MIZUHO SECURITIES USA LLC$7.9M1
448Metis Global Partners, LLC$7.8M1
449BANQUE PICTET & CIE SA$7.8M1
450NBT BANK, N.A.$7.7M1
451Karl Kapital LLC$7.7M1
452KR Capital LP$7.6M1
453BTC Capital Management, Inc.$7.6M1
454BALDWIN WEALTH PARTNERS LLC/MA$7.6M1
455JONES FINANCIAL COMPANIES LLLP$7.6M1
456Providence Capital Advisors, LLC$7.4M1
457Kintegral Advisory, LLC$7.4M1
458World Investment Advisors$7.4M1
459Silvant Capital Management LLC$7.4M1
460LGT Fund Management Co Ltd.$7.3M1
461Atria Investments, Inc$7.3M1
462KING LUTHER CAPITAL MANAGEMENT CORP$7.2M1
463Capital Group Private Client Services, Inc.$7.2M1
464PENINSULA ASSET MANAGEMENT INC$7.2M1
465SIGNATUREFD, LLC$7.2M1
466THREADGILL FINANCIAL, LLC$7.1M1
467Blackstone Inc.$7.1M1
468OpenArc Corporate Advisory, LLC$7.1M1
469Groupe la Francaise$7.0M1
470SOROS FUND MANAGEMENT LLC$7.0M1
471EAGLE GLOBAL ADVISORS LLC$7.0M1
472HB Wealth Management, LLC$7.0M1
473Meiji Yasuda Asset Management Co Ltd.$7.0M1
474Aware Super Pty Ltd as trustee of Aware Super$7.0M1
475Global X Japan Co., Ltd.$7.0M1
476Vestmark Advisory Solutions, Inc.$6.9M1
477Vident Advisory, LLC$6.9M1
478Badgley Phelps Wealth Managers, LLC$6.8M1
479Evelyn Partners Investment Management Services Ltd$6.8M1
480Banque Cantonale Vaudoise$6.8M1
481Triveni Capital Investments LP$6.7M1
482Hudson Bay Capital Management LP$6.7M1
483Hennion & Walsh Asset Management, Inc.$6.7M1
484Quadrature Capital Ltd$6.6M1
485Nemes Rush Group LLC$6.6M1
486Banque de Luxembourg S.A.$6.6M1
487Summit Financial, LLC$6.6M1
488Haverford Financial Services, Inc.$6.5M1
489LEVIN CAPITAL STRATEGIES, L.P.$6.5M1
490Maryland State Retirement & Pension System$6.5M1
491ZEVIN ASSET MANAGEMENT LLC$6.4M1
492Capital Investment Counsel, LLC$6.4M1
493Montaka Global Pty Ltd$6.3M1
494NORTH STAR ASSET MANAGEMENT INC$6.3M1
495Bank Pictet & Cie (Europe) AG$6.3M1
496IQ EQ FUND MANAGEMENT (IRELAND) Ltd$6.2M1
497Vantage Investment Partners, LLC$6.1M1
498Concurrent Investment Advisors, LLC$6.1M1
499Atom Investors LP$6.1M1
500Linden Thomas Advisory Services, LLC$6.0M1
Truncated by Public Filings. The published aggregate ranks the top 500 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)7 buy / 8 sell
Congress net ($ bound)−$169K to $104K
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on SPGI

RETAINED WINDOW · ACTIVE HITS
Signal hits naming SPGI
KindRuleHits
FIRST FILINGfirst disclosure of this ticker by this member within the corpus — era-scoped: coverage begins 2014-01-03, so an earlier first disclosure cannot be seen and is not claimed against2 hits

Every rule, with its definition →

Planned modules for SPGI · financials and macro

Financials — as filed PLANNED

SPGI's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: SPGI on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing