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SPGI: insider buying, 13F holders, analyst moves
S&P Global Inc
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SEC Form 13F · Q2 2026
18 of our 100 managers hold SPGI
Combined reported value $10.32B; 3 sold out since Q1 2026.
Holders among our 100 managers: 10 in Q3 2023, 18 in Q2 2026.
| Manager | Value | % of portfolio | Change vs Q1 2026 |
|---|---|---|---|
| TCI Fund Management | $5.74B | 10.87% | Unchanged |
| Eagle Capital | $1.66B | 5.06% | Added |
| Pershing Square | $1.06B | 5.42% | New |
| Soroban Capital Partners | $705.2M | 4.98% | Added |
| Valley Forge Capital | $620.7M | 19.92% | Trimmed |
| Egerton Capital (UK) | $143.3M | 1.39% | New |
| Dorsey Asset | $128.9M | 8.25% | Added |
| Alkeon Capital | $77.5M | 0.30% | Unchanged |
| Markel Group | $47.9M | 0.36% | Unchanged |
| Kensico Capital | $43.9M | 0.75% | Trimmed |
| Soros Fund Management | $41.1M | 0.54% | Added |
| Cantillon Capital | $29.0M | 4.36% | Trimmed |
| Semper Augustus Investments Group | $18.7M | 2.12% | New |
| Wedgewood Partners | $12.8M | 2.63% | Trimmed |
| Lindsell Train | $3.0M | 0.11% | Added |
Important information
Facts from public SEC filings, shown for information only. Not a recommendation. Not individualized investment advice. Gulfstream Capital and its clients may hold positions in securities shown.