SPGI
S&P Global Inc.Marquee-fund ownership over time
This quarter's activity
New positions opened
Current holders
Sorted by tenure (longest first)| Fund | First disclosed | Held | Entry price | Latest close | Return on entry |
|---|---|---|---|---|---|
| Bridgewater Associates re-entered | Q3 2016 | 40Q | $109 | $417 | +282% |
| Citadel Advisors | Q3 2024(8Q snapshot) | 7Q | $486 | $417 | -14% |
| Two Sigma Investments | Q3 2024(8Q snapshot) | 7Q | $486 | $417 | -14% |
| D.E. Shaw | Q3 2024(8Q snapshot) | 7Q | $486 | $417 | -14% |
| AQR Capital Management | Q3 2024(8Q snapshot) | 7Q | $486 | $417 | -14% |
| Millennium Management | Q3 2024(8Q snapshot) | 7Q | $486 | $417 | -14% |
| Soros Fund Management | Q2 2026(8Q snapshot) | 1Q | $403 | $417 | +4% |
“Return on entry” is the price-only move from the fund's first disclosure to today — it ignores any adds, trims, or dividends. A fund that built its position over multiple quarters has a true cost basis somewhere between entry price and latest close; this figure is the upper bound.
Past holders
Funds that exited at some point| Fund | Last entry | Exited | Entry → Exit | Return |
|---|---|---|---|---|
| Coatue Management 2× in & out | Q1 2026 | Q2 2026 | → $402 | -2% |
| Point72 Asset Management 2× in & out | Q3 2025 | Q2 2026 | → $403 | -28% |
| Renaissance Technologies 2× in & out | Q1 2025 | Q1 2026 | → $396 | -26% |
| Maverick Capital 4× in & out | Q4 2024 | Q4 2025 | → $491 | -3% |
| Third Point 2× in & out | Q2 2024 | Q3 2024 | → $485 | +13% |
| D1 Capital Partners | Q4 2022 | Q1 2023 | → $354 | +5% |
| Lone Pine Capital | Q2 2019 | Q1 2020 | → $291 | +46% |
Insider activity
Form 4 — officers, directors, 10%+ ownersFiled within two business days of each transaction by anyone with material insider status at S&P Global Inc.. Pair with the holders table above as a sanity check: heavy insider buying alongside marquee-fund accumulation is the strongest accumulation signal; heavy insider selling alongside fund exits is the strongest distribution signal.
30d / 90d windows measured from May 5, 2026 — the most recent Form 4 on file — not from today.
- Form 40002013842-26-000004May 5, 2026
- Form 40002033834-26-000014May 4, 2026
- Form 40001853497-26-000004May 4, 2026
- Form 40001657890-26-000008May 1, 2026
- Form 40001753369-26-000010Apr 2, 2026
- Form 40002043268-26-000006Mar 3, 2026
- Form 40001839729-26-000006Mar 3, 2026
- Form 40001914721-26-000006Mar 3, 2026
- Form 40002043326-26-000006Mar 3, 2026
- Form 40001438987-26-000006Mar 3, 2026
- Form 40002043271-26-000006Mar 3, 2026
- Form 40002043497-26-000006Mar 3, 2026
- Form 40002082132-26-000010Mar 3, 2026
- Form 40001753369-26-000008Mar 3, 2026
- Form 40001853497-26-000002Mar 3, 2026
Fundamentals
XBRL · S&P Global Inc.Annual figures sourced directly from S&P Global Inc.'s 10-K / 10-Q filings via SEC EDGAR XBRL. Latest fiscal year and the year-over-year change, with up to ten years of history.
Recent SEC filings
10-K · 10-Q · 8-K · 13D/G · proxyThe most recent material filings for S&P Global Inc. — earnings, material events, ownership disclosures, proxy statements. Form 4 insider activity is shown in the panel above.
- 8-KMaterial eventMay 26, 2026
- 8-KMaterial eventMay 21, 2026
- 8-KFORM 8-KMay 21, 2026
- 8-KFORM 8-KMay 20, 2026
- 8-KFORM 8-KMay 18, 2026
- 8-KFORM 8-KMay 12, 2026
- 8-KFORM 8-KMay 7, 2026
- 10-QQuarterly reportApr 28, 2026
- 8-KMaterial eventApr 28, 2026
- DEF 14AFORM- DEF 14AMar 31, 2026
- 10-KAnnual reportFeb 11, 2026
- 8-KMaterial eventFeb 10, 2026
- 8-K/AMaterial event (amended)Jan 14, 2026
- 8-KMaterial eventDec 16, 2025
- 8-KMaterial eventDec 4, 2025
Trade history
Every open→close lifecycle across tracked funds| Fund | Open date | Close date | Open price | Close price / current | Return |
|---|---|---|---|---|---|
| Soros Fund Management | Q2 2026 | open | $403 | $417 | +4% |
| Coatue Management | Q1 2026 | Q2 2026 | $409 | $402 | -2% |
| Point72 Asset Management | Q3 2025 | Q2 2026 | $561 | $403 | -28% |
| Renaissance Technologies | Q1 2025 | Q1 2026 | $537 | $396 | -26% |
| Maverick Capital | Q4 2024 | Q4 2025 | $504 | $491 | -3% |
| Citadel Advisors | Q3 2024 | open | $486 | $417 | -14% |
| Two Sigma Investments | Q3 2024 | open | $486 | $417 | -14% |
| D.E. Shaw | Q3 2024 | open | $486 | $417 | -14% |
| AQR Capital Management | Q3 2024 | open | $486 | $417 | -14% |
| Millennium Management | Q3 2024 | open | $486 | $417 | -14% |
| Point72 Asset Management | Q3 2024 | Q1 2025 | $486 | $534 | +10% |
| Renaissance Technologies | Q3 2024 | Q4 2024 | $482 | $504 | +5% |
| Third Point | Q2 2024 | Q3 2024 | $428 | $485 | +13% |
| Bridgewater Associates | Q2 2024 | open | $421 | $415 | -1% |
| Maverick Capital | Q4 2023 | Q1 2024 | $395 | $413 | +5% |
| D1 Capital Partners | Q4 2022 | Q1 2023 | $337 | $354 | +5% |
| Bridgewater Associates | Q1 2022 | Q3 2022 | $367 | $373 | +2% |
| Maverick Capital | Q3 2021 | Q2 2022 | $428 | $323 | -24% |
| Bridgewater Associates | Q2 2020 | Q2 2021 | $285 | $363 | +27% |
| Coatue Management | Q1 2020 | Q2 2020 | $291 | $288 | -1% |
| Bridgewater Associates | Q4 2019 | Q1 2020 | $244 | $285 | +17% |
| Lone Pine Capital | Q2 2019 | Q1 2020 | $199 | $291 | +46% |
| Bridgewater Associates | Q2 2018 | Q4 2018 | $185 | $168 | -9% |
| Bridgewater Associates | Q2 2017 | Q1 2018 | $126 | $169 | +34% |
| Maverick Capital | Q1 2017 | Q4 2018 | $116 | $167 | +44% |
| Third Point | Q3 2016 | Q3 2022 | $109 | $378 | +246% |
| Bridgewater Associates | Q3 2016 | Q1 2017 | $109 | $116 | +6% |
- Covers only the 27 marquee funds tracked here, not the full institutional universe. A “0 holders” reading does not mean unowned.
- Heavy funds (Renaissance Technologies, Citadel Advisors, Soros Fund Management, Two Sigma Investments, D.E. Shaw, AQR Capital Management, Millennium Management, Point72 Asset Management) use 8-quarter snapshots, so their pre-2024 history is missing.
- “Current” reflects each fund's most recent 13F — filings lag the actual trade by up to 45 days; positions shown may have changed since.
- Cost = price at the entry filing date. Re-entered positions show the most recent open lot.
- Options, ADRs, and unmapped CUSIPs are excluded from the follower-backtest pipeline that produces these snapshots, so certain holding types won't appear here.