Whale Analyzer
SPGI Institutional Holders and 13F Ownership
Compare 22 tracked holders of SPGI, their reported positions and disclosed changes. Coverage is limited to the investors tracked by Whale Analyzer; these records do not establish all shareholders or current trades. Available original SEC filings for tracked 13F holders are linked below. Top tracked holders include TCI Fund Management, Pershing Square Capital, Valley Forge Capital Management, and Egerton Capital.
Continue to the live SPGI dashboardTop holders
| Investor | Reported value | Shares | Change | Report date |
|---|---|---|---|---|
| TCI Fund Management 13F holdings | $5.74B | 14.1M | Increased | 2026-06-30 |
| Pershing Square Capital 13F holdings | $1.06B | 2.6M | Unknown | 2026-06-30 |
| Valley Forge Capital Management 13F holdings | $620.7M | 1.5M | Reduced | 2026-06-30 |
| Egerton Capital 13F holdings | $311.8M | 790.4K | Increased | 2026-09-30 |
| National Pension Service 13F holdings | $298.1M | 732.1K | Increased | 2026-06-30 |
| Dorsey Asset Management 13F holdings | $128.9M | 316.4K | Increased | 2026-06-30 |
| Edgewood Management LLC 13F holdings | $65.0M | 159.5K | Reduced | 2026-06-30 |
| Triple Frond Partners 13F holdings | $47.5M | 116.7K | New | 2026-06-30 |
| Markel Group 13F holdings | $46.4M | 117.7K | Held | 2026-09-30 |
| Soros Fund Management 13F holdings | $41.1M | 100.8K | Increased | 2026-06-30 |
| Bridgewater Associates 13F holdings | $38.7M | 95.0K | Increased | 2026-06-30 |
| Cantillon Capital Management 13F holdings | $29.0M | 71.2K | Reduced | 2026-06-30 |
Original SEC filing sources
These recorded filings support the tracked 13F rows included in the aggregate reported values on this page. See each holder profile for source coverage and context for other disclosure types.
- TCI Fund Management SEC filing (0001647251-26-000007) · report date 2026-06-30
- Pershing Square Capital SEC filing (0001172661-26-003790) · report date 2026-06-30
- Valley Forge Capital Management SEC filing (0001697868-26-000005) · report date 2026-06-30
- Egerton Capital SEC filing (0001581811-26-000009) · report date 2026-09-30
- National Pension Service SEC filing (0001193125-26-347818) · report date 2026-06-30
- Dorsey Asset Management SEC filing (0001398344-26-014470) · report date 2026-06-30
- Edgewood Management LLC SEC filing (0001062993-26-004244) · report date 2026-06-30
- Triple Frond Partners SEC filing (0001454502-26-000007) · report date 2026-06-30
- Markel Group SEC filing (0001096343-26-000085) · report date 2026-09-30
- Soros Fund Management SEC filing (0000902664-26-003507) · report date 2026-06-30
- Bridgewater Associates SEC filing (0001350694-26-000003) · report date 2026-06-30
- Cantillon Capital Management SEC filing (0001279936-26-000005) · report date 2026-06-30
- Semper Augustus Investments SEC filing (0001941040-26-000625) · report date 2026-06-30
- Wedgewood Partners SEC filing (0000859804-26-000006) · report date 2026-06-30
- Baillie Gifford & Co SEC filing (0001088875-26-000057) · report date 2026-06-30
- Lindsell Train SEC filing (0001172661-26-004793) · report date 2026-09-30
- Weitz Investment Management SEC filing (0001821268-26-000133) · report date 2026-06-30
- Capital Research Global Investors SEC filing (0001422848-26-000094) · report date 2026-06-30
- Dodge & Cox SEC filing (0001193125-26-349535) · report date 2026-06-30
- Horizon Kinetics Asset Management SEC filing (0001398344-26-014047) · report date 2026-06-30
- Brave Warrior Advisors SEC filing (0001172661-26-003728) · report date 2026-06-30
- Ruane, Cunniff & Goldfarb SEC filing (0000919574-26-005176) · report date 2026-06-30
Tracked-sample concentration
Reported position value for SPGI is highly concentrated within this tracked-holder sample. These percentages are not market-wide ownership shares.
- Largest tracked holder: 67.7% of aggregate reported value in this sample
- Top 5 tracked holders: 94.7% of aggregate reported value in this sample
- Top 10 tracked holders: 98.6% of aggregate reported value in this sample
Whale activity this quarter
Across 22 tracked holders, 10 increased, 8 reduced, 4 held. Net positioning is net buying.
- TCI Fund Management ($5.74B) (▲ 0.3% qoq shares) · modeled avg cost estimate $375.29
- Valley Forge Capital Management ($620.7M) (▼ 13.3% qoq shares) · modeled avg cost estimate $309.10
- Egerton Capital ($311.8M) (▲ 124.6% qoq shares)
- National Pension Service ($298.1M) (▲ 1.0% qoq shares) · modeled avg cost estimate $316.67
- Dorsey Asset Management ($128.9M) (▲ 42.1% qoq shares) · modeled avg cost estimate $414.23
- Edgewood Management LLC ($65.0M) (▼ 75.7% qoq shares)
- Markel Group ($46.4M) (→ 0.0% qoq shares) · modeled avg cost estimate $40.88
- Soros Fund Management ($41.1M) (▲ 509.9% qoq shares) · modeled avg cost estimate $353.25
Modeled cost estimate vs current price
The share-weighted modeled cost estimate across 10 covered tracked holders is $364.82 versus a current price of $467.80, so SPGI trades above that estimate (+28.2%). This model does not establish any filer's actual purchase price, unrealized gain, or investment return.
Sector positioning — Financials
SPGI sits within the Financials sector alongside 139 other tracked names. Compare reported positions across tracked peers:
How to use this page
Values are reported public positions from tracked 13F filers and disclosures — not real-time or market-wide ownership totals. Open the live SPGI dashboard for price charts and cross-investor scans, or read the SEC 13F guide.
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Learn more in Whale Analyzer Academy
Deepen your read on SPGI with these Whale Analyzer Academy guides:
Frequently asked questions
Who owns SPGI stock?
Whale Analyzer tracks 22 public-disclosure holders of SPGI with a combined reported value of $8.47B. See the holder table above for the largest tracked positions.
Which top funds are buying SPGI?
Tracked holders were net buying last quarter — 10 increased, 8 reduced, 4 held. Check the "Change" column: "New" = fresh position, "Increased" = added, "Reduced" = trimmed.
How concentrated is the tracked SPGI sample?
The top five tracked holders account for 94.7% of aggregate reported value in this tracked sample. This is not a market-wide ownership percentage.
How does SPGI compare with the modeled cost estimate?
The share-weighted modeled cost estimate across 10 covered tracked holders is $364.82 versus a current price of $467.80 (+28.2%). It is not an actual purchase price, unrealized gain, or investment return.
What does 13F ownership mean for SPGI?
These are historical reported positions from tracked filers, not real-time ownership or a complete shareholder register. Use the interactive SPGI dashboard to explore them, or read our 13F Alpha Signals Guide.