DOSSIER · 13F Holders · Q2 2026

S&P GLOBAL INC

39 institutions still hold S&P GLOBAL INC as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 78409V112·39 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$73M
visible holders
Holders
39
filers reporting
Concentration
45.28%
Sather Financial Group Inc #1
top holder share
AI Holders Summary · Q2 2026

39 institutions reported S&P GLOBAL INC in Q2 2026. Sather Financial Group Inc leads at 45.3% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Sather Financial Group Inc
CIK 0001568540
$33M81K1.89%Q2 2026
02
PYA Waltman Capital, LLC
CIK 0001800135
$14M33K3.21%Q2 2026
03
Aptus Capital Advisors, LLC
CIK 0001664193
$5M11K0.03%Q2 2026
04
Chapman Investment Management, LLC
CIK 0001751006
$3M8K2.57%Q2 2026
05
INVESTMENT HOUSE LLC
CIK 0001566030
$3M6K0.12%Q2 2026
06
CALIBER WEALTH MANAGEMENT, LLC / KS
CIK 0002067120
$2M5K0.18%Q2 2026
07
Alaethes Wealth, LLC
CIK 0001859677
$2M5K0.54%Q2 2026
08
Demars Financial Group, LLC
CIK 0001723115
$2M4K0.51%Q2 2026
09
CEERA INVESTMENTS, LLC
CIK 0001860698
$2M4K0.72%Q2 2026
10
Bull Harbor Capital LLC
CIK 0002135047
$1M3K0.28%Q2 2026
11
AIMZ Investment Advisors, LLC
CIK 0001630365
$1M3K0.33%Q2 2026
12
Crew Capital Management, Ltd
CIK 0001835669
$972K2K0.53%Q2 2026
13
Pflug Koory, LLC
CIK 0001740063
$790K2K0.32%Q2 2026
14
Indivisible Partners
CIK 0002098400
$743K2K0.04%Q2 2026
15
ExodusPoint Capital Management, LP
CIK 0001736225
$716K2K0.00%Q2 2026
16
Mendel Capital Management LLC
CIK 0001911384
$696K2K0.31%Q2 2026
17
Jacobsen Capital Management
CIK 0001782491
$601K1K0.18%Q2 2026
18
Royal Capital Wealth Management, LLC
CIK 0001904323
$529K1K0.30%Q2 2026
19
Atlas Legacy Advisors, LLC
CIK 0002054111
$487K1K0.07%Q2 2026
20
Beacon Bridge Wealth Partners, LLC
CIK 0001965468
$432K1K0.12%Q2 2026
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