SPGI fund manager activity
S&P Global Inc · NYSE. Reported by 31 tracked fund managers in their 13F filings, Q2 2016 to Q3 2026.
Q1 2026
| Manager | Activity | Shares | Value | % of portfolio | Filed |
|---|---|---|---|---|---|
| Ron Baron - Baron Capital | Added | 39,177 | $16,663,545 | 0.05% | May 15, 2026 |
| Glenn Greenberg - Brave Warrior Advisors | Sold out | — | — | 0.00% | May 15, 2026 |
| William Von Mueffling - Cantillon Capital Management | Trimmed | 1,547,303 | $658,129,858 | 4.37% | May 7, 2026 |
| Philippe Laffont - Coatue Management | Sold out | — | — | 0.00% | May 15, 2026 |
| Dodge & Cox Funds | No change | 5,400 | $2,296,836 | 0.00% | May 14, 2026 |
| Pat Dorsey - Dorsey Asset Management | New | 222,683 | $94,715,987 | 7.54% | May 15, 2026 |
| Ken Fisher - Fisher Asset Management | Added | 8,937 | $3,801,303 | 0.00% | May 5, 2026 |
| Joel Greenblatt - Gotham Asset Management | Added | 31,432 | $13,369,287 | 0.04% | May 15, 2026 |
| Li Lu - Himalaya Capital Management | New | 121,463 | $51,663,072 | 1.61% | May 15, 2026 |
| Lindsell Train | Added | 7,300 | $3,104,982 | 0.10% | Apr 24, 2026 |
| Thomas Gayner - Markel Group | Trimmed | 117,690 | $50,058,265 | 0.42% | May 1, 2026 |
| Robert Olstein - Olstein Capital Management | Added | 13,500 | $5,742 | 1.25% | Apr 21, 2026 |
| Ruane Cunniff LP | No change | 531 | $225,856 | 0.00% | May 15, 2026 |
| Chris Hohn - TCI Fund Management | Added | 14,035,310 | $5,969,778,755 | 13.2% | May 15, 2026 |
| Valley Forge Capital Management | Trimmed | 1,758,074 | $747,779,195 | 22.2% | May 15, 2026 |
| David Rolfe - Wedgewood Partners | Trimmed | 32,371 | $13,768,529 | 2.84% | May 15, 2026 |
| Wallace Weitz - Weitz Investment Management | Trimmed | 7,050 | $2,998,647 | 0.21% | May 14, 2026 |
Q4 2025
| Manager | Activity | Shares | Value | % of portfolio | Filed |
|---|---|---|---|---|---|
| Ron Baron - Baron Capital | Trimmed | 38,907 | $20,332,409 | 0.06% | Feb 17, 2026 |
| Glenn Greenberg - Brave Warrior Advisors | New | 401 | $209,559 | 0.00% | Feb 17, 2026 |
| William Von Mueffling - Cantillon Capital Management | Added | 1,755,624 | $917,471,546 | 4.96% | Feb 11, 2026 |
| Philippe Laffont - Coatue Management | New | 63,451 | $33,158,858 | 0.08% | May 15, 2026 |
| Dodge & Cox Funds | No change | 5,400 | $2,821,986 | 0.00% | Feb 13, 2026 |
| Ken Fisher - Fisher Asset Management | Added | 8,817 | $4,607,775 | 0.00% | Feb 9, 2026 |
| Joel Greenblatt - Gotham Asset Management | Trimmed | 20,217 | $10,565,202 | 0.04% | Feb 17, 2026 |
| Lindsell Train | Added | 6,800 | $3,553,612 | 0.09% | Feb 11, 2026 |
| Thomas Gayner - Markel Group | No change | 150,690 | $78,749,088 | 0.63% | Feb 6, 2026 |
| Robert Olstein - Olstein Capital Management | No change | 7,800 | $4,076 | 0.84% | Feb 3, 2026 |
| Ruane Cunniff LP | No change | 531 | $277,495 | 0.00% | Feb 13, 2026 |
| Chris Hohn - TCI Fund Management | Added | 11,790,310 | $6,161,498,103 | 11.5% | Feb 17, 2026 |
| Valley Forge Capital Management | Added | 1,758,179 | $918,806,764 | 20.8% | Feb 17, 2026 |
| David Rolfe - Wedgewood Partners | Trimmed | 33,764 | $17,644,469 | 3.30% | Feb 17, 2026 |
| Wallace Weitz - Weitz Investment Management | No change | 7,140 | $3,731,293 | 0.22% | Feb 12, 2026 |