Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

S&P Global Inc (SPGI)

2K + Investors. Track Smart Money conviction in SPGI. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -96
Streak
2Q ▼
Buyers last Q
43%

Smart Money Signals — SPGI

Based on 2015 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds reduced or closed their SPGI positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 93% of 3.0Y peak

93% of all-time peak
2,015 funds currently hold this stock — 93% of the 3.0-year high of 2,175 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding SPGI is almost the same as a year ago (-21 funds, -1% change). No significant rush to buy or sell — institutional backing is holding steady.
🟠

More sellers than buyers — 43% buying

895 buying1174 selling
Last quarter: 1,174 funds reduced or exited vs 895 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-40 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 156 → 318 → 231 → 191. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

67% of holders stayed for 2+ years

■ 67% conviction (2yr+) ■ 16% medium ■ 17% new
1,350 out of 2,015 hedge funds have held SPGI for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares +74%, value -4%

Value
-4%
Shares
+73%
Last quarter: funds added +74% more shares while total portfolio value only changed -4%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~191 new funds/quarter

152 → 156 → 318 → 231 → 191 new funds/Q
New funds entering each quarter: 156 → 318 → 231 → 191. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 68% veterans vs 19% newcomers

■ 68% veterans ■ 12% 1-2yr ■ 19% new
Entry-cohort mix of 2,055 holders: 1,402 (68%) are 2+ year veterans, 255 entered 1–2 years ago, and 398 (19%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 50% AUM from top-100 funds

50% from top-100 AUM funds
72 of 2010 holders are among the 100 largest funds by AUM, controlling 50% of total institutional value in SPGI. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — SPGI

In 2026 Q2, 895 hedge funds were net buyers of SPGI (191 opened a new position, 704 added to an existing one), while 1174 reduced or exited (887 trimmed, 287 sold completely) — a 43% buyer ratio, indicating roughly balanced activity. Net selling has persisted for two consecutive quarters. 50% of total institutional value in SPGI is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -96 funds (more exits than new entries). Total institutional holders: 2015.

Hedge Fund Ownership: SPGI

How many hedge funds hold SPGI — quarterly history vs. share price
Quarterly hedge fund ownership of SPGI vs. share price

Market Analysis: SPGI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SPGI

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

52 top-rated funds 31 high-conviction
Consensus
7.5
/ 10
breadth
×
Elite
4.1
/ 10
conviction
Hedge Fund Positioning: SPGI
2026 Q3 Stats Unlock in 22 days 2K + Investors

Track Smart Money conviction in SPGI. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 1991 2111 -5.68%
13F Shares 264M 260M 1.6%
Total Value $103.45B $108.30B -4.48%
New Positions 184 231 -47
Increased Positions 690 753 -63
Closed Positions 299 294 +5
Reduced Positions 868 869 -1
Total Calls 24 27 -11.11%
Total Puts 19 30 -36.67%
PUT/CALL Ratio 0.79 1.11 Neutral

Statistics: SPGI

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
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Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q2)

2K + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in SPGI. Verified SEC 13F-HR filings.

QUARTER:
Top 25 SPGI holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Valley Forge Capital Management, LP 19.92% 1,524,036 $620.7M
2 C Partners Holding GmbH 14.94% 121,062 $49.3M
3 Bls Capital Fondsmaeglerselskab A/S 12.34% 786,540 $320.3M
4 Camrose Capital Investment Partners LLP 11.23% 244,119 $99.4M
5 TCI Fund Management Ltd 10.87% 14,081,957 $5.74B
6 Jackson Hill Advisors, LLC 10.32% 50,000 $20.4M
7 Explore Capital Management, LLC 10.13% 28,350 $11.5M
8 Investidor Profissional Gestao de Recursos Ltda. 9.76% 41,310 $16.8M
9 Alfreton Capital LLP 9.71% 95,000 $38.7M
10 Dorsey Asset Management, LLC 8.25% 316,413 $128.9M
11 Lrz Capital LLC 8.13% 39,383 $16.0M
12 Hudson Way Capital Management LLC 8.04% 221,477 $90.2M
13 Meritage Group LP 7.97% 507,635 $206.7M
14 Lionstone Capital Management LLC 7.86% 84,000 $34.2M
15 Rothschild & Co Wealth Management UK Ltd 7.84% 1,334,201 $543.4M
16 Cypress Funds LLC 7.02% 65,627 $27.9M
17 Unisphere Establishment 7.00% 2,133,600 $821.9M
18 Coalescence Partners Investment Management, LP 6.70% 56,028 $22.8M
19 GCQ FUNDS MANAGEMENT PTY Ltd 6.58% 116,555 $47.5M
20 EdgePoint Investment Group Inc. 6.31% 2,049,857 $834.8M
21 Triveni Capital Investments LP 6.21% 12,775 $5.2M
22 Round Hill Asset Management 6.16% 24,098 $9.8M
23 Veritas Asset Management LLP 6.08% 830,609 $338.3M
24 OAKMONT Corp 6.07% 74,881 $30.5M
25 TB Capital Gestao de Recursos Ltda. 5.80% 26,027 $10.6M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

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Frequently Asked Questions — S&P Global Inc (SPGI)

What does the Smart Money Trend signal show for SPGI?

Selling streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds reduced or closed their SPGI positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for SPGI?

More sellers than buyers — 43% buying: Last quarter: 1,174 funds reduced or exited vs 895 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for SPGI holders?

Elite ownership — 50% AUM from top-100 funds: 72 of 2010 holders are among the 100 largest funds by AUM, controlling 50% of total institutional value in SPGI. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held SPGI?

67% of holders stayed for 2+ years: 1,350 out of 2,015 hedge funds have held SPGI for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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