SPGI Institutional Holdings
S&P Global · SEC 13F
As of 2026Q1 · SEC EDGAR 13F
Quarterly Changes
2025Q4 → 2026Q1
↑ New Positions (5)
VANGUARD CAPITAL MANAGEMENT LLC $16.5B
VANGUARD PORTFOLIO MANAGEMENT LLC $2.9B
HSBC HOLDINGS PLC $1.2B
VANGUARD FIDUCIARY TRUST CO $727M
EdgePoint Investment Group Inc. $703M
↑ Increased (5)
PEAK6 LLC +592294.2%
CWM, LLC +213146.1%
Morningstar Investment Management LLC +115047.5%
IFM Investors Pty Ltd +85508.6%
DUMONT & BLAKE INVESTMENT ADVISORS LLC +82475.1%
↓ Decreased (5)
RMG Wealth Management LLC -100.0%
First Command Advisory Services, Inc. -100.0%
Key Capital Management, INC -99.9%
Pure Financial Advisors, LLC -99.8%
Sachetta, LLC -99.8%
↓ Exited Positions (5)
VANGUARD GROUP INC $15.9B
CANTILLON CAPITAL MANAGEMENT LLC $2.7B
CIBC Private Wealth Group LLC $465M
Carmignac Gestion $452M
PNC Financial Services Group, Inc. $345M
All Holders (Top 100)
| Rank | Institution | Shares | Value |
|---|---|---|---|
| 1 | VANGUARD CAPITAL MANAGEMENT LLC | 38.8M | $16.5B |
| 2 | BlackRock, Inc. | 52.7M | $13.7B |
| 3 | MORGAN STANLEY | 27.4M | $12.0B |
| 4 | STATE STREET CORP | 14.2M | $6.0B |
| 5 | TCI FUND MANAGEMENT LTD | 14.0M | $6.0B |
| 6 | BARCLAYS PLC | 11.2M | $4.9B |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 6.9M | $2.9B |
| 8 | VANGUARD PORTFOLIO MANAGEMENT LLC | 6.8M | $2.9B |
| 9 | WELLINGTON MANAGEMENT GROUP LLP | 6.1M | $2.6B |
| 10 | GOLDMAN SACHS GROUP INC | 5.4M | $2.5B |
| 11 | NORGES BANK | 4.0M | $2.0B |
| 12 | BANK OF AMERICA CORP /DE/ | 5.4M | $2.0B |
| 13 | Capital International Investors | 3.6M | $1.5B |
| 14 | FMR LLC | 3.3M | $1.4B |
| 15 | NORTHERN TRUST CORP | 3.0M | $1.3B |
| 16 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 3.0M | $1.3B |
| 17 | HSBC HOLDINGS PLC | 2.4M | $1.2B |
| 18 | WELLS FARGO & COMPANY/MN | 2.8M | $1.1B |
| 19 | Invesco Ltd. | 2.3M | $983M |
| 20 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2.3M | $967M |
| 21 | Legal & General Group Plc | 2.1M | $910M |
| 22 | Unisphere Establishment | 2.1M | $906M |
| 23 | Mitsubishi UFJ Asset Management Co., Ltd. | 2.0M | $868M |
| 24 | Amundi | 1.9M | $825M |
| 25 | UBS Group AG | 2.2M | $811M |
| 26 | ALLIANCEBERNSTEIN L.P. | 1.5M | $803M |
| 27 | Nuveen, LLC | 1.8M | $777M |
| 28 | Bank of New York Mellon Corp | 1.8M | $752M |
| 29 | Valley Forge Capital Management, LP | 1.8M | $748M |
| 30 | VANGUARD FIDUCIARY TRUST CO | 1.7M | $727M |
| 31 | Soroban Capital Partners LP | 1.7M | $718M |
| 32 | EdgePoint Investment Group Inc. | 1.7M | $703M |
| 33 | PARNASSUS INVESTMENTS, LLC | 1.6M | $701M |
| 34 | AMERIPRISE FINANCIAL INC | 1.9M | $698M |
| 35 | JPMORGAN CHASE & CO | 1.6M | $662M |
| 36 | Cantillon Capital Management LLC | 1.5M | $658M |
| 37 | Fayez Sarofim & Co | 1.5M | $650M |
| 38 | EAGLE CAPITAL MANAGEMENT LLC | 1.4M | $606M |
| 39 | Temasek Holdings (Private) Ltd | 1.4M | $594M |
| 40 | NEUBERGER BERMAN GROUP LLC | 1.4M | $591M |
| 41 | FLOSSBACH VON STORCH SE | 1.4M | $590M |
| 42 | FRANKLIN RESOURCES INC | 1.4M | $584M |
| 43 | Rothschild & Co Wealth Management UK Ltd | 1.3M | $571M |
| 44 | DANSKE BANK A/S | 1.2M | $546M |
| 45 | DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1.3M | $545M |
| 46 | ROYAL BANK OF CANADA | 1.5M | $534M |
| 47 | AQR CAPITAL MANAGEMENT LLC | 1.3M | $531M |
| 48 | Corient Private Wealth LLC | 1.1M | $518M |
| 49 | LOCUST WOOD CAPITAL ADVISERS, LLC | 1.1M | $478M |
| 50 | RAYMOND JAMES FINANCIAL INC | 1.6M | $476M |
| 51 | DEUTSCHE BANK AG\ | 1.1M | $447M |
| 52 | FIRST MANHATTAN CO. LLC. | 1.0M | $445M |
| 53 | Newport Trust Company, LLC | 1.0M | $439M |
| 54 | MILLENNIUM MANAGEMENT LLC | 984K | $419M |
| 55 | Ninety One UK Ltd | 980K | $417M |
| 56 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2.9M | $387M |
| 57 | Swedbank AB | 903K | $384M |
| 58 | CIBC Bancorp USA Inc. | 902K | $384M |
| 59 | ENVESTNET ASSET MANAGEMENT INC | 1.1M | $375M |
| 60 | BLS CAPITAL FONDSMAEGLERSELSKAB A/S | 881K | $375M |
| 61 | DIMENSIONAL FUND ADVISORS LP | 837K | $356M |
| 62 | Sustainable Growth Advisers, LP | 757K | $322M |
| 63 | Clearbridge Investments, LLC | 742K | $316M |
| 64 | National Pension Service | 725K | $308M |
| 65 | MACKENZIE FINANCIAL CORP | 695K | $295M |
| 66 | Sumitomo Mitsui Trust Group, Inc. | 680K | $289M |
| 67 | LOOMIS SAYLES & CO L P | 674K | $287M |
| 68 | Allen Investment Management, LLC | 671K | $285M |
| 69 | Vanguard Global Advisers, LLC | 669K | $285M |
| 70 | PNC FINANCIAL SERVICES GROUP, INC. | 669K | $283M |
| 71 | LPL Financial LLC | 1.5M | $280M |
| 72 | EDGEWOOD MANAGEMENT LLC | 656K | $279M |
| 73 | LAZARD ASSET MANAGEMENT LLC | 631K | $268M |
| 74 | BNP PARIBAS FINANCIAL MARKETS | 626K | $266M |
| 75 | California Public Employees Retirement System | 623K | $265M |
| 76 | JANUS HENDERSON GROUP PLC | 587K | $249M |
| 77 | ABN AMRO Bank N.V. | 569K | $244M |
| 78 | Rathbones Group PLC | 588K | $243M |
| 79 | RHUMBLINE ADVISERS | 549K | $234M |
| 80 | COMGEST GLOBAL INVESTORS S.A.S. | 539K | $229M |
| 81 | PineStone Asset Management Inc. | 532K | $226M |
| 82 | VANGUARD ASSET MANAGEMENT, Ltd | 529K | $225M |
| 83 | Skye Global Management LP | 526K | $224M |
| 84 | Allianz Asset Management GmbH | 525K | $223M |
| 85 | AMERICAN CENTURY COMPANIES INC | 513K | $218M |
| 86 | Marex Group plc | 484K | $218M |
| 87 | CANADA PENSION PLAN INVESTMENT BOARD | 508K | $216M |
| 88 | Alecta Tjanstepension Omsesidigt | 508K | $216M |
| 89 | STIFEL FINANCIAL CORP | 528K | $216M |
| 90 | PRINCIPAL FINANCIAL GROUP INC | 507K | $216M |
| 91 | CITIGROUP INC | 622K | $215M |
| 92 | Meritage Group LP | 504K | $215M |
| 93 | NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 483K | $206M |
| 94 | Fiera Capital Corp | 477K | $203M |
| 95 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 474K | $202M |
| 96 | MENORA MIVTACHIM HOLDINGS LTD. | 465K | $198M |
| 97 | STOREBRAND ASSET MANAGEMENT AS | 416K | $197M |
| 98 | SEI INVESTMENTS CO | 444K | $189M |
| 99 | Universal- Beteiligungs- und Servicegesellschaft mbH | 435K | $185M |
| 100 | Capital World Investors | 426K | $181M |
Data source: SEC EDGAR Form 13F · Updated 2026-07-09