Which funds own SPGI
S&P Global Inc in the Q2 2026 filings. 20 of the 94 managers on file reported a position, worth $12.9bn between them. A fifth of the managers on file hold it, which is a crowd without being the whole market. The quarter went one way: 13 managers opened or added against 8 cutting.
- Managers holding
- 20
- of 94 on file
- Combined value
- $12.9bn
- as reported
- Opened
- 2
- new this quarter
- Added to
- 11
- already held
- Trimmed or sold out
- 8
- 3 sold out entirely
Every manager on file with a position
Largest first. Weight is the share of that manager’s whole reported book, which is the number worth quoting: $400m is a rounding error in one book and a defining bet in another.
| Manager | Value | Weight | Shares | Change on the quarter | Action |
|---|---|---|---|---|---|
| TCI Fund Management Ltd Long/short equity · $52.8bn book | $5.7bn | 11% | 14,081,957 | -$235m+46,647 | Added |
| Wellington Management Group LLP Long-only · $580bn book | $2.2bn | 0.4% | 5,327,461 | -$409m-735,171 | Trimmed |
| Invesco Ltd Long-only · $1264bn book | $944m | 0.1% | 2,318,084 | -$39m+7,462 | Added |
| Soroban Capital Partners LP Long/short equity · $47.8bn book | $705m | 1.5% | 1,731,643 | -$13m+43,000 | Added |
| AllianceBernstein LP Long-only · $302bn book | $651m | 0.2% | 1,531,113 | -$152m-5,784 | Trimmed |
| AQR Capital Management LLC Quantitative · $287bn book | $569m | 0.2% | 1,395,878 | +$40m+148,943 | Added |
| Arrowstreet Capital LP Quantitative · $225bn book | $537m | 0.2% | 1,317,894 | +$377m+941,885 | Added |
| Neuberger Berman Group LLC Long-only · $150bn book | $438m | 0.3% | 1,097,962 | -$153m-291,785 | Trimmed |
| Millennium Management LLC Multi-strategy · $276bn book | $286m | 0.1% | 702,590 | -$133m-281,848 | Trimmed |
| D. E. Shaw & Co. Quantitative · $210bn book | $241m | 0.1% | 592,093 | +$102m+265,950 | Added |
| Two Sigma Investments LP Quantitative · $138bn book | $199m | 0.1% | 488,468 | +$144m+358,422 | Added |
| Egerton Capital UK LLP Long/short equity · $10.4bn book | $143m | 1.4% | 351,920 | opened351,920 | New |
| Renaissance Technologies LLC Quantitative · $72.6bn book | $88m | 0.1% | 215,462 | opened215,462 | New |
| Markel Group Inc Activist · $13.1bn book | $48m | 0.4% | 117,690 | -$2.1m0 | Held |
| Soros Fund Management LLC Macro · $8.1bn book | $41m | 0.5% | 100,834 | +$34m+84,302 | Added |
| Bridgewater Associates LP Macro · $24.4bn book | $39m | 0.2% | 95,012 | +$25m+62,313 | Added |
| Verition Fund Management LLC Multi-strategy · $19.7bn book | $30m | 0.2% | 74,134 | +$29m+71,640 | Added |
| ExodusPoint Capital Management LP Multi-strategy · $15.5bn book | $15m | 0.1% | 36,279 | +$3.7m+10,286 | Added |
| Dodge & Cox Activist · $191bn book | $2.1m | 0.0% | 5,200 | -$200k-200 | Trimmed |
| Ruane Cunniff & Goldfarb LP Activist · $6.4bn book | $200k | 0.0% | 531 | unchanged0 | Held |
Sold out of this quarter
Valued at what the position was worth in the previous filing, because by this one it is gone.
- Holocene Advisors LP · Long/short equity$147m held before
- Artisan Partners LP · Long-only$73m held before
- Farallon Capital Management LLC · Long/short equity$5.1m held before
What SPGI is worth
Knowing who owns it is half the question. The other half is what it is worth against the companies it trades beside, which is the one an interviewer will follow up with.
Build the comp set around SPGI →How much of the picture this is
A Form 13F reports US-listed long equity and nothing else: no shorts, no bonds, no cash and no non-US listings. It arrives forty-five days after the quarter ends, so a manager who sold in July still shows the position in a filing published in August. This page reads the managers on file here rather than every filer in the market, and each manager’s largest positions rather than the whole table, so a small position in a very large book may not appear. Say “their last filing showed” rather than “they own”, and the distinction will do you credit.
What to do with a name the funds are buying
Knowing who owns something is the start of a pitch, not the pitch. The next questions are what it is worth and why they were buying.
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The holdings, every quarter, and the week between
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