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SPGI · V in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • SPGI
  • V
0204060202120222023202420252026
Holders and value by quarter
QuarterSPGIV
Q3 202032 holders, $11.7bn55 holders, $62.2bn
Q4 202038 holders, $11.8bn52 holders, $67.1bn
Q1 202135 holders, $16.0bn58 holders, $64.5bn
Q2 202139 holders, $19.8bn52 holders, $69.3bn
Q3 202141 holders, $19.8bn56 holders, $63.6bn
Q4 202144 holders, $21.9bn47 holders, $58.0bn
Q1 202242 holders, $22.3bn59 holders, $61.8bn
Q2 202233 holders, $16.2bn57 holders, $55.2bn
Q3 202235 holders, $13.6bn57 holders, $50.7bn
Q4 202233 holders, $14.5bn54 holders, $59.4bn
Q1 202335 holders, $14.9bn55 holders, $64.0bn
Q2 202327 holders, $17.0bn54 holders, $65.2bn
Q3 202328 holders, $14.9bn55 holders, $61.5bn
Q4 202335 holders, $18.3bn48 holders, $68.6bn
Q1 202444 holders, $17.8bn50 holders, $73.1bn
Q2 202437 holders, $19.2bn45 holders, $69.5bn
Q3 202439 holders, $21.1bn47 holders, $70.5bn
Q4 202432 holders, $19.1bn48 holders, $77.6bn
Q1 202537 holders, $19.2bn43 holders, $83.5bn
Q2 202539 holders, $19.7bn45 holders, $83.4bn
Q3 202538 holders, $17.9bn48 holders, $82.8bn
Q4 202532 holders, $17.2bn49 holders, $86.0bn
Q1 202636 holders, $16.1bn49 holders, $73.3bn
Q2 202635 holders, $16.6bn52 holders, $81.9bn
SPGI

S&P Global Inc

Holders
35
Reported value
$18.3bn
Buyers
18
Sellers
17

Breadth +1 among 93 comparable managers.

V

Visa Inc

Holders
48
Reported value
$68.6bn
Buyers
17
Sellers
29

Breadth -12 among 93 comparable managers.

Who holds both, Q4 2023

Among the 55 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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