L3VLUP
Quarter end
31 Dec 2024
the date the book describes
Filed
5 Nov 2026
latest of these filings; the earliest 31 Jan 2025
Managers listing it
32
at least, of 95 tracked, among listed positions
Comparable managers
94
filed both Q3 2024 and Q4 2024; 27 listed it in both
Shares listed
38,296,414
combined, among listed positions
Reported value
$19.1bn
combined, at the quarter end

Among the 94 comparable managers: 12 buyers (opened or added shares) and 20 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 2024

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2024, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

32 of 32 holders

ActionFiling
TCI Fund Management Ltd10,400,077$5.2bn12.21%Held014 Feb 2025 (the filing on sec.gov)
Wellington Management Group LLP7,791,081$3.9bn0.71%Trimmed-1,077,29412 Feb 2025 (the filing on sec.gov)
Fidelity (FMR LLC)5,894,110$2.9bn0.18%Trimmed-71,2595 Nov 2026 (the filing on sec.gov)
Invesco Ltd2,891,884$1.4bn0.27%Trimmed-381,16313 Feb 2025 (the filing on sec.gov)
T. Rowe Price Associates Inc2,332,430$1.2bn0.13%Trimmed-59,96014 Feb 2025 (the filing on sec.gov)
Neuberger Berman Group LLC1,681,866$838m0.66%Trimmed-192,36313 Feb 2025 (the filing on sec.gov)
Capital Research Global Investors1,636,182$815m0.17%Added+14,12213 Feb 2025 (the filing on sec.gov)
Capital World Investors865,471$431m0.07%Trimmed-308,16813 Feb 2025 (the filing on sec.gov)
Baillie Gifford & Co853,110$425m0.33%Trimmed-119,82631 Jan 2025 (the filing on sec.gov)
Artisan Partners LP694,923$346m0.52%Trimmed-145,21712 Feb 2025 (the filing on sec.gov)
Millennium Management LLC624,123$311m0.15%Added+302,81014 Feb 2025 (the filing on sec.gov)
AllianceBernstein LP555,781$277m0.09%Trimmed-18,53012 Feb 2025 (the filing on sec.gov)
Citadel Advisors LLC347,013$173munder 0.1%Addedn.a.14 Feb 2025 (the filing on sec.gov)
Janus Henderson Group Ltd344,856$172m0.09%Added+55,37614 Feb 2025 (the filing on sec.gov)
Man Group PLC245,646$122m0.32%Added+97,01814 Feb 2025 (the filing on sec.gov)
Holocene Advisors LP215,518$107m0.34%Trimmed-60,60214 Feb 2025 (the filing on sec.gov)
Marshall Wace LLP197,270$98m0.12%Added+92,65013 Feb 2025 (the filing on sec.gov)
Markel Group Inc150,690$75m0.66%Held07 Feb 2025 (the filing on sec.gov)
Voloridge Investment Management LLC124,886$62m0.22%Trimmed-146,81914 Feb 2025 (the filing on sec.gov)
Arrowstreet Capital LP112,907$56munder 0.1%Newnew12 Feb 2025 (the filing on sec.gov)
Renaissance Technologies LLC106,222$53m0.08%Newnew13 Feb 2025 (the filing on sec.gov)
Bridgewater Associates LP95,200$47m0.22%Added+43,63913 Feb 2025 (the filing on sec.gov)
Verition Fund Management LLC54,782$27m0.11%Added+16,67214 Feb 2025 (the filing on sec.gov)
GAMCO Investors Inc22,691$11m0.12%Trimmed-65813 Feb 2025 (the filing on sec.gov)
Acadian Asset Management LLC20,714$10munder 0.1%Trimmed-14,80011 Feb 2025 (the filing on sec.gov)
Page 1 of 2

Largest increases and reductions, by shares

Q3 2024 to Q4 2024, 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.

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 →