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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.

SPGIV
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

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
37
Reported value
$19.2bn
Buyers
22
Sellers
12

Breadth +10 among 95 comparable managers.

Business and payment servicesFinancial services · L3VLUP
V

Visa Inc

Holders
43
Reported value
$83.5bn
Buyers
19
Sellers
23

Breadth -4 among 95 comparable managers.

Business and payment servicesFinancial services · L3VLUP

Who holds both, Q1 2025

Among the 52 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only SPGI (9)

Baillie Gifford & Co, Citadel Advisors LLC, Freestone Grove Partners LP, Hudson Bay Capital Management LP, Maverick Capital Ltd, Millennium Management LLC, Ruane Cunniff & Goldfarb LP, Schonfeld Strategic Advisors LLC, Two Sigma Investments LP

Only V (15)

Akre Capital Management LLC, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Caxton Associates LLP, D. E. Shaw & Co., Egerton Capital UK LLP, Element Capital Management LLC, Farallon Capital Management LLC, MFS Investment Management, Polen Capital Management LLC, Soroban Capital Partners LP, Squarepoint Ops LLC, ValueAct Holdings LP, Viking Global Investors LP, Walleye Capital LLC

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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