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SPGI in the 13F filings

S&P Global Inc · CUSIP 78409V104

Sector · Business and payment servicesTheme · Financial services· L3VLUP-defined
Quarter
Q3 2026 · early filersQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023
Quarter end
31 Dec 2023
the date the book describes
Filed
5 Nov 2026
latest of these filings; the earliest 26 Jan 2024
Managers listing it
35
at least, of 95 tracked, among listed positions
Comparable managers
93
filed both Q3 2023 and Q4 2023; 25 listed it in both
Shares listed
41,510,152
combined, among listed positions
Reported value
$18.3bn
combined, at the quarter end

Among the 93 comparable managers: 18 buyers (opened or added shares) and 17 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.

Managers listing SPGI in Q4 2023

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2023, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

35 of 35 holders

ActionFiling
TCI Fund Management Ltd9,032,611$4.0bn11.06%Trimmed-26,00014 Feb 2024 (the filing on sec.gov)
Wellington Management Group LLP7,100,394$3.1bn0.58%Trimmed-479,54912 Feb 2024 (the filing on sec.gov)
Fidelity (FMR LLC)6,278,836$2.8bn0.21%Trimmed-116,4905 Nov 2026 (the filing on sec.gov)
Invesco Ltd3,689,257$1.6bn0.39%Trimmed-340,37613 Feb 2024 (the filing on sec.gov)
Capital World Investors2,818,729$1.2bn0.22%Added+12,64413 Feb 2024 (the filing on sec.gov)
T. Rowe Price Associates Inc2,683,512$1.2bn0.16%Added+47,96016 Feb 2024 (the filing on sec.gov)
Neuberger Berman Group LLC1,450,185$639m0.56%Trimmed-25,54214 Nov 2024 (the filing on sec.gov)
Artisan Partners LP1,403,726$618m0.95%Added+190,75812 Feb 2024 (the filing on sec.gov)
Baillie Gifford & Co1,306,606$576m0.46%Trimmed-81,64426 Jan 2024 (the filing on sec.gov)
Citadel Advisors LLC1,043,937$460m0.09%Addedn.a.14 Feb 2024 (the filing on sec.gov)
Farallon Capital Management LLC882,595$389m1.78%Trimmed-116,80014 Feb 2024 (the filing on sec.gov)
Capital Research Global Investors676,877$298m0.07%Trimmed-35,23013 Feb 2024 (the filing on sec.gov)
Millennium Management LLC630,556$278m0.12%Added+243,33014 Feb 2024 (the filing on sec.gov)
AllianceBernstein LP568,548$250m0.10%Added+9,86814 Feb 2024 (the filing on sec.gov)
Holocene Advisors LP378,763$167m0.65%Trimmed-9,55414 Feb 2024 (the filing on sec.gov)
Balyasny Asset Management LLC290,454$128m0.24%Added+182,28114 Feb 2024 (the filing on sec.gov)
Janus Henderson Group Ltd276,300$122m0.07%Trimmed-20614 Feb 2024 (the filing on sec.gov)
MFS Investment Management217,552$96munder 0.1%Trimmed-29,0458 Feb 2024 (the filing on sec.gov)
Markel Group Inc150,690$66m0.72%Held02 Feb 2024 (the filing on sec.gov)
Tybourne Capital Management HK Ltd129,506$57m8.50%Trimmed-34,37914 Feb 2024 (the filing on sec.gov)
Marshall Wace LLP119,098$52m0.09%Added+50,66314 Feb 2024 (the filing on sec.gov)
Rokos Capital Management LLP77,514$34m0.30%Newnew14 Feb 2024 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC58,598$26m0.17%Trimmed-14,79814 Feb 2024 (the filing on sec.gov)
Point72 Asset Management LP54,160$24m0.06%Newnew14 Feb 2024 (the filing on sec.gov)
Walleye Capital LLC42,103$19munder 0.1%Newnew14 Feb 2024 (the filing on sec.gov)
Page 1 of 2

Largest increases and reductions, by shares

Q3 2023 to Q4 2023, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (8)

Exited (2)

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
39 in Q3 2024 to 35 in Q2 2026

Tracked managers listing it, at least.

020406020162017201820192020202120222023202420252026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
SPGI by quarter
QuarterHoldersReported valueBuyersSellers
Q1 20161$103mn.a.n.a.
Q2 201624$5.2bnn.a.n.a.
Q3 201623$6.3bnn.a.n.a.
Q4 201629$4.7bnn.a.n.a.
Q1 201736$5.6bnn.a.n.a.
Q2 201730$6.0bnn.a.n.a.
Q3 201730$6.0bnn.a.n.a.
Q4 201727$6.2bnn.a.n.a.
Q1 201833$6.7bnn.a.n.a.
Q2 201826$7.1bnn.a.n.a.
Q3 201828$6.2bnn.a.n.a.
Q4 201829$5.3bnn.a.n.a.
Q1 201931$7.1bnn.a.n.a.
Q2 201933$8.6bnn.a.n.a.
Q3 201940$8.7bnn.a.n.a.
Q4 201936$8.9bnn.a.n.a.
Q1 202034$8.0bnn.a.n.a.
Q2 202033$11.1bnn.a.n.a.
Q3 202032$11.7bnn.a.n.a.
Q4 202038$11.8bnn.a.n.a.
Q1 202135$16.0bnn.a.n.a.
Q2 202139$19.8bnn.a.n.a.
Q3 202141$19.8bnn.a.n.a.
Q4 202144$21.9bnn.a.n.a.
Q1 202242$22.3bnn.a.n.a.
Q2 202233$16.2bnn.a.n.a.
Q3 202235$13.6bnn.a.n.a.
Q4 202233$14.5bnn.a.n.a.
Q1 202335$14.9bnn.a.n.a.
Q2 202327$17.0bnn.a.n.a.
Q3 202328$14.9bnn.a.n.a.
Q4 202335$18.3bn1817
Q1 202444$17.8bn2118
Q2 202437$19.2bn1522
Q3 202439$21.1bn1719
Q4 202432$19.1bn1220
Q1 202537$19.2bn2212
Q2 202539$19.7bn2017
Q3 202538$17.9bn2215
Q4 202532$17.2bn2126
Q1 202636$16.1bn2522
Q2 202635$16.6bn2323

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

SPGI and V →SPGI and AXP →SPGI and BAC →Choose a stock to compare with SPGI →

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. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own SPGI, latest filings →Back to the 13F Explorer →