SPGI
S&p Global Inc
12 super-investors hold SPGI worth a combined $7.76B. The largest position: Valley Forge Capital Management at 22.2% of their portfolio. This quarter the cohort logged 2 buys and 1 sell on the name. Cohort Conviction Score: 67 — ranked #10 of 724 scored stocks. Conviction rising: 1 more super-investor hold it than in 2025Q4.
Why super-investors own SPGI
Two new positions — Li Lu (1.6% of portfolio, $52M) and Pat Dorsey (7.5%, $95M) — pushed the cohort's owner count to 8, the highest in the trailing eight quarters, signaling rising rather than fading interest despite Glenn Greenberg's full exit this quarter. The $7.8B in combined cohort exposure is overwhelmingly concentrated in two names: Chris Hohn holds $6.0B representing 13.2% of his portfolio, while Valley Forge Capital Management runs the highest conviction at 22.2% ($748M). The ownership history — oscillating between 6 and 7 holders for six straight quarters before this jump to 8 — suggests the new entrants tipped a previously stable base into a modest but meaningful expansion of institutional interest.
AI-synthesized from 13F filings. Not investment advice.
In the news
all news →- S&P Global: AI Is A Weak Bear Argument (NYSE:SPGI)Seeking Alpha ·
- How S&P Global's (SPGI) Market Intelligence Revamp and Debt Move Have Changed Its Investment Storysimplywall.st ·
- S&P Global: The New Growth Engines Few Are Modeling (Target Price: $500) (NYSE:SPGI)Seeking Alpha ·
- S&P GLOBAL INC. COMMON STOCK - Rick Larsen Congressional Trade on Jul. 08, 2026Quiver Quantitative ·
- Here's Why You Should Retain S&P Global Stock in Your PortfolioYahoo Finance ·
- S&P GLOBAL INC. CMN - Ro Khanna Congressional Trade on Jun. 16, 2026Quiver Quantitative ·
Headlines via Google News. Links open in a new tab.
Cohort owners over time
2016Q2 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (12) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Chris Hohn | 13.2% | 37q | $5.97B | 14,035,310 |
| 2 | Valley Forge Capital Management | 22.2% | 38q | $748M | 1,758,074 |
| 3 | William Von Mueffling | 4.4% | 40q | $658M | 1,547,303 |
| 4 | Joel Greenblatt | 0.1% | 38q | $157M | 370,113 |
| 5 | Pat Dorsey | 7.5% | — 1q | $95M | 222,683 |
| 6 | Li Lu | 1.6% | — 1q | $52M | 121,463 |
| 7 | Thomas Gayner | 0.4% | 40q | $50M | 117,690 |
| 8 | David Rolfe | 2.8% | 26q | $14M | 32,371 |
| 9 | Robert Olstein | 1.3% | 34q | $6M | 13,500 |
| 10 | Lindsell Train | 0.1% | 24q | $3M | 7,300 |
| 11 | Wallace Weitz | 0.2% | 25q | $3M | 7,050 |
| 12 | Dodge & Cox Funds | <0.1% | 40q | $2M | 5,400 |
- 1Chris Hohnport13.2%val$5.97B14,035,310 sh·37q held
- 2Valley Forge Capital Managementport22.2%val$748M1,758,074 sh·38q held
- 3William Von Muefflingport4.4%val$658M1,547,303 sh·40q held
- 4Joel Greenblattport0.1%val$157M370,113 sh·38q held
- 5Pat Dorseyport7.5%val$95M222,683 sh·—1q held
- 6Li Luport1.6%val$52M121,463 sh·—1q held
- 7Thomas Gaynerport0.4%val$50M117,690 sh·40q held
- 8David Rolfeport2.8%val$14M32,371 sh·26q held
- 9Robert Olsteinport1.3%val$6M13,500 sh·34q held
- 10Lindsell Trainport0.1%val$3M7,300 sh·24q held
- 11Wallace Weitzport0.2%val$3M7,050 sh·25q held
- 12Dodge & Cox Fundsport<0.1%val$2M5,400 sh·40q held
Owners of SPGI also hold
Recent activity (3)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Li Lu | NEW | 1.6% | +100% | $52M | May 15, 2026 |
| Glenn Greenberg | EXIT | <0.1% | -100% | $0 | May 15, 2026 |
| Pat Dorsey | NEW | 7.5% | +100% | $95M | May 15, 2026 |
Long US equity 13F-HR filings only. CUSIP 78409V104. Not investment advice.