13F Insight
DOSSIER · 13F Holders · Q2 2026

S&P GLOBAL INC

18 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 78409V112·18 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$23M
visible holders
Holders
18
filers reporting
Concentration
29.20%
Clio Asset Management LLC #1
top holder share
AI Holders Summary · Q2 2026

18 institutions reported S&P GLOBAL INC in Q2 2026. Clio Asset Management LLC leads at 29.2% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Clio Asset Management LLC
CIK 0001986196
$7M16K5.29%Q2 202602
Chapman Investment Management, LLC
CIK 0001751006
$3M8K2.57%Q2 202603
Freedom Day Solutions, LLC
CIK 0001467517
$3M7K0.62%Q2 202604
CALIBER WEALTH MANAGEMENT, LLC / KS
CIK 0002067120
$2M5K0.18%Q2 202605
Demars Financial Group, LLC
CIK 0001723115
$2M4K0.51%Q2 202606
Citrine Capital LLC
CIK 0002053242
$1M3K0.45%Q2 202607
Cape Investment Advisory, Inc.
CIK 0001944437
$940K2K0.25%Q2 202608
Pflug Koory, LLC
CIK 0001740063
$790K2K0.32%Q2 202609
Mendel Capital Management LLC
CIK 0001911384
$696K2K0.31%Q2 202610
PERRYMAN FINANCIAL ADVISORY INC /AD
CIK 0000934040
$529K1K0.07%Q2 202611
Portus Wealth Advisors, LLC
CIK 0002097516
$424K1K0.35%Q2 202612
SBE LLC DBA CEDAR COVE WEALTH PARTNERS
CIK 0002111343
$308K7570.14%Q2 202613
S Harris Financial Group, LLC
CIK 0002112907
$306K7500.24%Q2 202614
Malaga Cove Capital, LLC
CIK 0001603001
$285K7000.09%Q2 202615
Oregon Pacific Wealth Management, LLC
CIK 0002043757
$281K6910.26%Q2 202616
Mattern Wealth Management LLC
CIK 0001802376
$260K6370.04%Q2 202617
Investment Planning Advisors, Inc.
CIK 0002024049
$237K5810.05%Q2 202618
Tenon Financial LLC
CIK 0002020781
$222K5460.07%Q2 2026