Stock ownership · SEC 13F · Q4 2025
S&P GLOBAL INC
Institutional ownership of S&P GLOBAL INC (CUSIP 78409V104) - who holds it, how concentrated it is, and what moved last quarter.
- $25.9M
- Reported value
- 9
- Institutions
- 97%
- Top-5 share
The verdict
According to SEC Form 13F-HR filings in this corpus, S&P GLOBAL INC ranks #296 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders. 9 institutions report $25.9M as of Q4 2025, with ownership heavily concentrated in a handful of holders.
- 9
- institutions hold it
- $25.9M
- reported 13F value
- 97%
- held by top 5
- #296
- of 775 by value
Based on long positions reported to the SEC as of Q4 2025; 13F omits shorts, options and non-US holdings.
According to SEC Form 13F-HR filings in this corpus, S&P GLOBAL INC ranks #296 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders.
How 13F ownership is computed · All tracked stocks · Concentration rankings
SEC Form 13F-HR ownership desk
CUSIP 78409V104 · Q4 2025 $26M reported
VALUE-MID · HOLDERS-FOCUS · CONC-DOM · PHOTO-FINISH · ACTIVITY-MID · BOOK-FULL
- VALUE-MID #296/775
- HOLDERS-FOCUS 9 filers
- CONC-DOM 97% top-5
- PHOTO-FINISH J P MORGAN EXCHANGE…
- ACTIVITY-MID 7 new
- BOOK-FULL 8Q history
Photo-finish peer on reported value: J P MORGAN EXCHANGE TRADED F
Read with: Ownership concentration guide - S&P GLOBAL INC's top-five holders account for 97% of reported value — read concentration before treating any single filer as a signal.
Reported-value neighbourhood · S&P GLOBAL INC
Nearest tracked securities by aggregate 13F reported value, not a full corpus reprint.
Institutional ownership over time
The number of institutions reporting a S&P GLOBAL INC position has fallen from 12 to 9 over the last 8 quarters of 13F filings.
Top Institutional Holders
| # | Institution | Shares | Value | Share of reported |
|---|---|---|---|---|
| 1 | Pacer Advisors, Inc. | 26,504 | $13.9M | 53.4% |
| 2 | GROUPAMA ASSET MANAGMENT | 13,648 | $7.1M | 27.5% |
| 3 | Anchor Investment Management, LLC | 3,338 | $1.7M | 6.7% |
| 4 | ARWA LLC | 2,843 | $1.5M | 5.7% |
| 5 | Financially in Tune, LLC | 1,901 | $994K | 3.8% |
| 6 | Bell Investment Advisors, Inc | 510 | $267K | 1.0% |
| 7 | Banque Transatlantique SA | 415 | $213K | 0.8% |
| 8 | MidFirst Bank | 279 | $146K | 0.6% |
| 9 | TD Capital Management LLC | 180 | $94K | 0.4% |
Investment Discretion
SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among S&P GLOBAL INC's reported holders for Q4 2025, by reported value:
Latest Quarter Activity · Q4 2025
New positions (7)
Complete exits (19)
Frequently Asked Questions
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Nationwide stocks with similar institutional value or holder count
Two 13F-derived peer sets for S&P GLOBAL INC: nearest aggregate reported value and nearest institutional holder count, not catalog browse links.
Similar reported value
Nearest stocks by aggregate 13F reported value ($25.9M here).
Similar holder count
Nearest stocks by number of disclosing 13F holders (9 here).
Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.
PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.