S&p Global Inc (SPGI) Smart Money Holdings (13F, Q2 2026)

SPGI ranks #139 out of 37503 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

SPGI is a disclosed holding of Chris Hohn (TCI Fund Management), one of the tracked superinvestors on AlphaSMO — it makes up 10.9% of that fund's own 13F portfolio.

SPGI is a top-conviction position for Valley Forge Capital Management, LP — at 19.9% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in SPGI belongs to BlackRock, Inc., but the position matters far more to Valley Forge Capital Management, LP, who has 19.9% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Arrowstreet Capital, Limited Partnership has added to its SPGI position for two straight quarters, increasing it by $535.9M to reach $536.7M today.

BlackRock has trimmed its SPGI position for two straight quarters, cutting it by $3.7B while still holding $9.8B.

SPGI is down 1.9% today, but institutions show net buying of $46.5B this quarter — a divergence between today's price move and the underlying institutional flow.

SPGI posted net income of $4.8B over the trailing twelve months, and currently trades at a P/E of 27.6.

• Profitable — net income of $4.8B over the trailing twelve months
• Revenue grew 8.5% year over year
• Net income improved year over year, from $4.0B to $4.8B
• Generated $5.7B in positive operating cash flow
• Current ratio of 0.82x — below the conventional 1.5x liquidity buffer
• Liabilities run 0.80x equity — within a conventional range