S&P Global: which funds bought and sold

Institutions that bought and sold S&P Global shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 834 institutions that filed 13F reports for both quarters added to or opened positions in S&P Global, and 1,124 cut or closed them. Together they sold a net 501K shares, −0.2% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 6.0M shares (+9.6%); index fund managers were net sellers of 257K shares (−0.3%). 146 opened a new position and 244 sold out entirely.

Bought, Q2 2026 834 institutions, 146 of them new holders Sold, Q2 2026 1,124 institutions, 244 of them sold out

Net change, all compared −501K shares (−0.2%)

Net change, active managers +6.0M shares (+9.6%), 56 bought, 76 sold

Buyers versus sellers

institutions compared, 2,199

834 bought 241 1,124 sold

Active managers and hedge funds 56 bought · 76 sold · +6.0M

Index fund managers 4 bought · 8 sold · −257K

Other institutions 774 bought · 1,040 sold · −6.3M

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Eagle Capital Management LLC Active manager	+2.6M +185.4%	4.1M	$1.7B
Pershing Square Inc. Hedge fund	+2.6M New position	2.6M	$1.1B
Arrowstreet Capital, Limited Partnership Hedge fund	+942K +250.5%	1.3M	$537M
Veritas Asset Management LLP Active manager	+831K New position	831K	$338M
Boston Partners Active manager	+818K New position	818K	$335M
Citadel Advisors LLC Hedge fund	+746K +201.5%	1.1M	$455M
SG Americas Securities, LLC	+733K New position	733K	$298M
Franklin Resources Inc Active manager	+575K +41.9%	1.9M	$793M
HSBC Holdings PLC	+477K +64.4%	1.2M	$483M
Barclays PLC	+427K +58.4%	1.2M	$472M
BNP Paribas Financial Markets	+401K +64.0%	1.0M	$418M
Tidal Investments LLC	+400K +343.5%	516K	$199M
Edgepoint Investment Group Inc. Active manager	+397K +24.0%	2.0M	$835M
Healthcare Of Ontario Pension Plan Trust Fund	+377K +815.1%	423K	$163M
Two Sigma Investments, LP Hedge fund	+358K +275.6%	488K	$199M
Egerton Capital (UK) LLP Hedge fund	+352K New position	352K	$143M
State Street Corp Index funds	+307K +2.2%	14.5M	$5.9B
Manufacturers Life Insurance Company, The	+299K +76.5%	691K	$281M
Focus Partners Wealth	+295K +102.2%	583K	$237M
Jpmorgan Chase & Co	+293K +18.6%	1.9M	$763M

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Eagle Capital Management LLC Active manager	+2.6M +185.4%	4.1M	$1.7B
Pershing Square Inc. Hedge fund	+2.6M New position	2.6M	$1.1B
Arrowstreet Capital, Limited Partnership Hedge fund	+942K +250.5%	1.3M	$537M
Veritas Asset Management LLP Active manager	+831K New position	831K	$338M
Boston Partners Active manager	+818K New position	818K	$335M
Citadel Advisors LLC Hedge fund	+746K +201.5%	1.1M	$455M
Franklin Resources Inc Active manager	+575K +41.9%	1.9M	$793M
Edgepoint Investment Group Inc. Active manager	+397K +24.0%	2.0M	$835M
Two Sigma Investments, LP Hedge fund	+358K +275.6%	488K	$199M
Egerton Capital (UK) LLP Hedge fund	+352K New position	352K	$143M

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Bank Of America Corp	−2.3M −52.2%	2.1M	$866M
Cantillon Capital Management LLC	−1.5M −95.4%	71K	$29M
Wellington Management Group LLP Active manager	−735K −12.1%	5.3M	$2.2B
Clearbridge Investments, LLC Active manager	−730K −98.3%	13K	$5.1M
Allen Investment Management, LLC	−661K −98.6%	9,200	$3.7M
Rathbones Group PLC	−645K −57.2%	483K	$197M
Morgan Stanley	−599K −7.6%	7.3M	$3B
FMR LLC Active manager	−593K −18.1%	2.7M	$1.1B
Milestone Resources Group Ltd	−499K Sold out	0	—
Edgewood Management LLC Active manager	−497K −75.7%	160K	$65M
Amundi	−495K −25.5%	1.4M	$588M
Vanguard Portfolio Management LLC Index funds	−494K −7.3%	6.3M	$2.6B
Holocene Advisors, LP Hedge fund	−344K Sold out	0	—
Neuberger Berman Group LLC Active manager	−292K −21.0%	1.1M	$438M
Goldman Sachs Group Inc	−287K −9.8%	2.6M	$1.1B
Millennium Management LLC Hedge fund	−282K −28.6%	703K	$286M
Capital Research Global Investors Active manager	−277K −98.0%	5,555	$2.3M
T. Rowe Price Investment Management, Inc. Active manager	−276K −82.0%	61K	$24.7M
Abn Amro Bank N.V.	−274K −48.1%	295K	$120M
Valley Forge Capital Management, LP Hedge fund	−234K −13.3%	1.5M	$621M

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Wellington Management Group LLP Active manager	−735K −12.1%	5.3M	$2.2B
Clearbridge Investments, LLC Active manager	−730K −98.3%	13K	$5.1M
FMR LLC Active manager	−593K −18.1%	2.7M	$1.1B
Edgewood Management LLC Active manager	−497K −75.7%	160K	$65M
Holocene Advisors, LP Hedge fund	−344K Sold out	0	—
Neuberger Berman Group LLC Active manager	−292K −21.0%	1.1M	$438M
Millennium Management LLC Hedge fund	−282K −28.6%	703K	$286M
Capital Research Global Investors Active manager	−277K −98.0%	5,555	$2.3M
T. Rowe Price Investment Management, Inc. Active manager	−276K −82.0%	61K	$24.7M
Valley Forge Capital Management, LP Hedge fund	−234K −13.3%	1.5M	$621M

New positions

largest by value

Institution	Shares	Value June 30, 2026
Pershing Square Inc.Hedge fund	2.6M	$1.1B
Veritas Asset Management LLPActive manager	831K	$338M
Boston PartnersActive manager	818K	$335M
SG Americas Securities, LLC	733K	$298M
Egerton Capital (UK) LLPHedge fund	352K	$143M
Renaissance Technologies LLCHedge fund	215K	$87.7M
Prana Capital Management, LPHedge fund	166K	$67.8M
Triple Frond Partners LLC	117K	$47.5M
Ruffer LLPActive manager	94K	$38.1M
Alyeska Investment Group, L.P.Hedge fund	54K	$21.9M

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Milestone Resources Group Ltd	499K	$212M
Holocene Advisors, LPHedge fund	344K	$147M
Artisan Partners Limited PartnershipActive manager	171K	$72.7M
Bluespruce Investments, LP	143K	$60.7M
Tudor Investment Corp Et AlHedge fund	135K	$57.3M
Himalaya Capital Management LLCHedge fund	121K	$51.7M
Marex Group Ltd	100K	$42.7M
Longaeva Partners L.P.	93K	$39.5M
Sather Financial Group Inc	76K	$32.4M
Trexquant Investment LPHedge fund	59K	$25M

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 1,989
Ten largest holders: 40.9%
Index fund managers: 30.6%
Active managers and hedge funds: 26.6%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	56	76	14	14	+6.0M	+9.6%
Index fund managers	4	8	0	0	−257K	−0.3%
Other institutions	774	1,040	132	230	−6.3M	−5.6%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on S&P Global.

Only managers that filed a holdings report for both quarters are compared (2,199 here). 77 other holders are left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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