S&P GLOBAL INC (SPGI) Stock Institutional Trading Activity


S&P GLOBAL INC (SPGI) position changes reported by tracked institutional filers across multiple SEC 13F reporting periods. Based on recent SEC 13F filings (Q4 2025), investors with some of the largest reported share count changes include TCI Fund Management, Cantillon Capital Management, Wedgewood Partners, Lindsell Train, and Renaissance Technologies LLC. Explore insights into buying and selling patterns, position changes, and investment conviction levels to understand institutional trading behavior and market dynamics.

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Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q4 2018TCI Fund ManagementBuy1,596,3352,040,954$346,840
Q4 2018Cantillon Capital ManagementBuy22,0462,900,459$492,904
Q4 2018Egerton Capital UKSell-155,4813,009,784$511,483
Q3 2018Valley Forge Capital ManagementBuy67,300369,532$72,203
Q3 2018Meritage GroupSell-83,150845,210$165,146
Q3 2018Third PointSell-315,100984,900$192,440
Q3 2018Vulcan Value PartnersBuy12,1571,151,891$225,068
Q3 2018Renaissance Technologies LLCBuy283,5251,578,625$308,448
Q3 2018Cantillon Capital ManagementSell-184,8522,878,413$562,414
Q3 2018Egerton Capital UKSell-114,1563,165,265$618,461
Q2 2018Dodge & Cox Stock FundSell-2008,300$1,692
Q2 2018First Eagle U.S. ValueSell-94,14140,000$8,156
Q2 2018Meritage GroupSell-72,623928,360$189,283
Q2 2018Vulcan Value PartnersSell-39,4501,139,734$232,380
Q2 2018Third PointSell-200,0001,300,000$265,057
Q2 2018Cantillon Capital ManagementSell-86,7953,063,265$624,569
Q2 2018Egerton Capital UKBuy6,7043,279,421$668,641
Q1 2018Dodge & Cox Stock FundSell-6,0848,500$1,624
Q1 2018First Eagle U.S. ValueSell-94,304134,141$25,629
Q1 2018Valley Forge Capital ManagementBuy10,023302,232$57,744
Q1 2018TCI Fund ManagementBuy28,000444,619$84,949
Q1 2018Meritage GroupSell-133,5581,000,983$191,248
Q1 2018Vulcan Value PartnersBuy242,0351,179,184$225,295
Q1 2018Renaissance Technologies LLCBuy195,2001,295,100$247,442
Q1 2018Third PointSell-300,0001,500,000$286,590
Q1 2018Cantillon Capital ManagementSell-78,4653,150,060$601,851
Q1 2018Egerton Capital UKBuy734,8333,272,717$625,285
Q4 2017Dodge & Cox Stock FundSell-1,20014,584$2,471
Q4 2017Olstein Capital ManagementSell-13,45020,550$3,481
Q4 2017Vulcan Value PartnersSell-183,737937,149$158,753

Frequently asked questions about SPGI activity

  • Which institutional owners are buying SPGI?

    Institutional owners buying SPGI include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in SPGI activity?

    "Buy" means an investor increased their reported position in SPGI compared to the prior reporting period. This reflects growing exposure to S&P GLOBAL INC (SPGI) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in SPGI increasing?

    Institutional interest in SPGI can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.