13F

Stock

S&P Global Inc.

SPGI · held by 26 managers

Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025

Reported value

$665.2M

Holders

26

+2 new · −0 exited

Holders’ est. mark

−$21.7M

Price effect on 16 books still in the name

Largest holder

$396.4M

BARCLAYS PLC

Holder count by quarter

Q3 2016Q4 2016Q1 2017Q2 2017Q3 2017Q4 2017Q1 2018Q2 2018Q3 2018Q4 2018Q1 2019Q2 2019Q3 2019Q4 2019Q1 2020Q2 2020Q3 2020Q4 2020Q1 2021Q2 2021Q3 2021Q4 2021Q1 2022Q2 2022Q3 2022Q4 2022Q1 2023Q2 2023Q3 2023Q4 2023Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026

Who holds it

Notable only
InvestorSharesValueEst. markChange
BARCLAYS PLC796K$396.4M−$14.8MCut−$55.9M
DANSKE BANK A/S284.9K$141.9M−$3.39MAdded$47.6M
Marex Group plc80.6K$40.1M−$1.5MCut−$27.3M
Swiss Life Asset Management Ltd57.5K$28.6M−$1.08MCut−$826K
Evelyn Partners Investment Management LLP35.4K$17.6M—Held
Altrafin AG20K$9.96M−$366.8KCut−$226.4K
Saranac Partners Ltd9.39K$4.68M—New
Danica Pension, Livsforsikringsaktieselskab8.32K$4.14M−$154.7KCut−$154.7K
Kentucky Farm Bureau Mutual Insurance Co8K$3.98M−$148.7KCut−$148.7K
Evelyn Partners Investment Management Services Ltd7.59K$3.78M—Held
American State Bank (Iowa)4.58K$2.28M−$84.7KCut−$73.8K
Absoluto Partners Gestao de Recursos Ltda4.14K$2.06M—Held
Leonteq Securities AG4.13K$2.06M−$59.4KAdded$405.3K
ELEVATION POINT WEALTH PARTNERS, LLC3.54K$1.76M−$65.6KCut−$172K
BROADWATER CAPITAL MANAGEMENT LLC3.52K$1.75M−$65.4KCut−$65.4K
Finivi Inc.1.95K$970K−$25.8KAdded$255K
Aventura Private Wealth, LLC1.7K$847.7K—Held
Evelyn Partners Asset Management Ltd1.47K$729.6K—Held
Evelyn Partners Investment Management (Europe) Ltd997$496.5K—Held
Prestige Wealth Management Group LLC958$477.2K−$17.3KCut−$2.31K
Peak Planning Group, LLC706$351.8K$36.4KAdded$41.9K
Ransom Advisory, Ltd200$99.6K−$3.72KCut−$65.7K
Medallion Wealth Advisors, LLC183$92.2K—Held
AEGON ASSET MANAGEMENT UK Plc31$15.5K—New
Clark Wealth Partners16$7.97K—Held
CHESAPEAKE ASSET MANAGEMENT LLC3$1.49K−$55Cut−$55

Positions as of Q4 2024. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.