SPGI
S&P Global Inc. · Financial Services · Financial - Data & Stock Exchanges
Momentum inputs (comparable managers):
holder breadth -3.4% ·
share flow -2.1% ·
net new positions -7.1%
· formula
Broad distribution: falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 183 | +2 | 189.49M | $77.10B | +8 | −7 |
| Q1 2026 | 185 | +3 | 189.35M | $80.66B | +5 | −3 |
| Q4 2025 | 181 | 0 | 205.87M | $107.50B | +3 | −2 |
| Q3 2025 | 28 | -1 | 119.05M | $57.93B | n/a | −2 |
| Q2 2025 | 27 | 0 | 111.49M | $58.77B | +1 | −1 |
| Q1 2025 | 24 | 0 | 48.67M | $24.72B | n/a | n/a |
| Q4 2024 | 24 | +1 | 48.62M | $24.21B | +2 | −1 |
| Q3 2024 | 22 | -2 | 35.34M | $18.24B | n/a | −2 |
| Q2 2024 | 24 | n/a | 37.84M | $16.87B | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (passive) | 30.26M | +0.5% | $14.73B | 0.2% | ▲ Add | 2 | SEC ↗ ×6 |
| 2 | BlackRock ✦ (passive) | 25.30M | -4.5% | $12.31B | 0.2% | ▼ Trim | 2 | SEC ↗ ×22 |
| 3 | State Street Global Advisors ✦ (passive) | 14.10M | 0.0% | $6.86B | 0.2% | ▲ Add | 4 | SEC ↗ |
| 4 | TCI Fund Management ✦ | 11.19M | +0.9% | $5.45B | 10.3% | ▲ Add | 6 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 8.07M | n/a | $3.93B | 0.2% | n/c | 1 | SEC ↗ ×22 |
| 6 | Geode Capital Management ✦ (passive) | 6.86M | +1.0% | $3.33B | 0.2% | ▲ Add | 6 | SEC ↗ ×2 |
| 7 | Wellington Management ✦ | 6.23M | +4.6% | $3.03B | 0.5% | ▲ Add | 6 | SEC ↗ ×7 |
| 8 | Fidelity (FMR) ✦ | 4.13M | -28.6% | $2.01B | 0.1% | ▼ Trim | 2 | SEC ↗ ×6 |
| 9 | JPMorgan Chase ✦ | 3.89M | n/a | $1.89B | 0.1% | n/c | 1 | SEC ↗ ×42 |
| 10 | Goldman Sachs Group ✦ | 2.36M | n/a | $1.15B | 0.2% | n/c | 1 | SEC ↗ ×6 |
| 11 | T. Rowe Price ✦ | 2.17M | -29.8% | $1.06B | 0.1% | ▼ Trim | 6 | SEC ↗ ×2 |
| 12 | Citadel Advisors ✦ | 792.83K | +41.8% | $385.88M | 0.3% | ▲ Add | 6 | SEC ↗ ×2 |
| 13 | Baillie Gifford ✦ | 760.24K | -1.7% | $370.02M | 0.3% | ▼ Trim | 6 | SEC ↗ ×4 |
| 14 | Millennium Management ✦ | 670.29K | +1333.1% | $326.24M | 0.3% | ▲ Add | 6 | SEC ↗ |
| 15 | Capital World Investors ✦ | 577.14K | -30.6% | $280.90M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 16 | Point72 Asset Management ✦ | 498.91K | +19.0% | $242.83M | 0.6% | ▲ Add | 2 | SEC ↗ |
| 17 | Adage Capital Partners ✦ | 280.72K | -14.4% | $136.63M | 0.2% | ▼ Trim | 6 | SEC ↗ |
| 18 | Renaissance Technologies ✦ | 237.52K | +71.0% | $115.60M | 0.2% | ▲ Add | 4 | SEC ↗ |
| 19 | Markel Group ✦ | 150.69K | 0.0% | $73.34M | 0.6% | Held | 6 | SEC ↗ ×2 |
| 20 | Two Sigma Investments ✦ | 135.51K | +245.1% | $65.96M | 0.1% | ▲ Add | 6 | SEC ↗ |
| 21 | AQR Capital Management ✦ | 133.49K | -15.7% | $64.97M | 0.0% | ▼ Trim | 6 | SEC ↗ ×5 |
| 22 | Marshall Wace ✦ | 101.09K | -36.9% | $49.20M | 0.1% | ▼ Trim | 6 | SEC ↗ ×3 |
| 23 | D. E. Shaw & Co. ✦ | 59.46K | -50.5% | $28.94M | 0.0% | ▼ Trim | 6 | SEC ↗ ×2 |
| 24 | Bridgewater Associates ✦ | 27.96K | -56.4% | $13.61M | 0.1% | ▼ Trim | 6 | SEC ↗ |
| 25 | Gotham Asset Management ✦ | 26.23K | +15.4% | $12.77M | 0.1% | ▲ Add | 6 | SEC ↗ |
| 26 | GAMCO Investors ✦ | 18.58K | -6.6% | $9.05M | 0.1% | ▼ Trim | 6 | SEC ↗ |
| 27 | Fisher Asset Management ✦ | 8.62K | +45.9% | $4.19M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 28 | Dodge & Cox ✦ | 5.40K | 0.0% | $2.63M | 0.0% | Held | 6 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Norges Bank | $2.19B | was 0.3% |
| Arrowstreet Capital | $44.53M | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 2,088 holders, 252.60M shares, $104.70B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.