SPGI
S&p Global Inc
15 of the 83 super-investors we track hold SPGI, worth a combined $7.25B per their latest 13F filings. The largest position: Valley Forge Capital Management at 19.9% of their portfolio. This quarter the cohort logged 5 buys and 1 sell on the name. Conviction score: 75 of 100 (how strongly the cohort backs it) — ranked #3 of 742 stocks. Conviction rising: 2 more super-investors hold it than in 2026Q1.
Why super-investors own SPGI
SPGI is held by 15 super-investors in our cohort, with a combined position value of $7.3B. The highest-conviction owner is Valley Forge Capital Management at 19.9% of their portfolio. Cohort ownership has grown from 10 to 14 over the last four quarters — net interest is rising. This quarter the cohort registered 4 new positions, 1 added, 1 trimmed.
AI-synthesized from 13F filings. Not investment advice.
In the news
all news →- S&P Global (SPGI) Puts AI At The Center Of Its Core Business Focussimplywall.st ·
- S&P Global (SPGI) Stock Could Be 11% Overvalued As AI Hopes BuildYahoo Finance ·
- S&P Global Inc (SPGI) News, Articles, Events & Latest UpdatesStocktwits ·
- S&P Global (SPGI) Up 4% Since Last Earnings Report: Can It Continue?Yahoo Finance ·
- Amazon and five others expected to spend more cash than they generate in 2026 and 2027Stock Titan ·
- Tenable Holdings is set to join an S&P index as Leggett & Platt exitsStock Titan ·
Headlines via Google News. Links open in a new tab.
Cohort owners over time
2016Q3 → 2026Q2How many of the cohort members held this stock each quarter.
Owners (15) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Chris Hohn | 10.9% | 38q | $5.74B | 14,081,957 |
| 2 | Valley Forge Capital Management | 19.9% | 39q | $621M | 1,524,036 |
| 3 | Joel Greenblatt | 0.3% | 38q | $455M | 1,116,010 |
| 4 | John Armitage | 1.4% | 16q | $143M | 351,920 |
| 5 | Pat Dorsey | 8.3% | 2q | $129M | 316,413 |
| 6 | Thomas Gayner | 0.4% | 40q | $48M | 117,690 |
| 7 | Triple Frond Partners | 4.2% | 4q | $48M | 116,700 |
| 8 | William Von Mueffling | 4.4% | 40q | $29M | 71,249 |
| 9 | Christopher Bloomstran | 2.1% | — 1q | $19M | 45,989 |
| 10 | David Rolfe | 2.6% | 27q | $13M | 31,339 |
| 11 | Robert Olstein | 1.3% | 34q | $6M | 13,500 |
| 12 | Lindsell Train | 0.1% | 25q | $3M | 7,400 |
| 13 | Wallace Weitz | 0.2% | 26q | $3M | 7,150 |
| 14 | Dodge & Cox Funds | <0.1% | 40q | $2M | 5,200 |
| 15 | Glenn Greenberg | <0.1% | 5q | $571K | 1,401 |
- 1Chris Hohnport10.9%val$5.74B14,081,957 sh·38q held
- 2Valley Forge Capital Managementport19.9%val$621M1,524,036 sh·39q held
- 3Joel Greenblattport0.3%val$455M1,116,010 sh·38q held
- 4John Armitageport1.4%val$143M351,920 sh·16q held
- 5Pat Dorseyport8.3%val$129M316,413 sh·2q held
- 6Thomas Gaynerport0.4%val$48M117,690 sh·40q held
- 7Triple Frond Partnersport4.2%val$48M116,700 sh·4q held
- 8William Von Muefflingport4.4%val$29M71,249 sh·40q held
- 9Christopher Bloomstranport2.1%val$19M45,989 sh·—1q held
- 10David Rolfeport2.6%val$13M31,339 sh·27q held
- 11Robert Olsteinport1.3%val$6M13,500 sh·34q held
- 12Lindsell Trainport0.1%val$3M7,400 sh·25q held
- 13Wallace Weitzport0.2%val$3M7,150 sh·26q held
- 14Dodge & Cox Fundsport<0.1%val$2M5,200 sh·40q held
- 15Glenn Greenbergport<0.1%val$571K1,401 sh·5q held
Owners of SPGI also hold
Congress is trading SPGI
Congress tracker →- Rick Larsensold$1,001 - $15,000 · 2026-07-08
- Thomas H. Kean Jrsold$1,001 - $15,000 · 2026-06-29
- Michael T. McCaulbought$1,001 - $15,000 · 2026-06-25
- Michael T. McCaulbought$1,001 - $15,000 · 2026-06-17
- Jared Moskowitzsold$1,001 - $15,000 · 2026-06-17
- Jared Moskowitzsold$1,001 - $15,000 · 2026-06-17
STOCK Act periodic transaction reports; amounts are disclosed ranges. Who files late →
Recent activity (6)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Christopher Bloomstran | NEW | 2.1% | +100% | $19M | Aug 14, 2026 |
| Glenn Greenberg | NEW | <0.1% | +100% | $571K | Aug 14, 2026 |
| Pat Dorsey | ADD | 8.3% | +42% | $129M | Aug 14, 2026 |
| Triple Frond Partners | NEW | 4.2% | +100% | $48M | Aug 13, 2026 |
| William Von Mueffling | TRIM | 4.4% | -95% | $29M | Jul 29, 2026 |
| John Armitage | NEW | 1.4% | +100% | $143M | Jul 21, 2026 |
- NEWChristopher Bloomstran2.1%Δ +100%·$19M·filed Aug 14, 2026
- NEWGlenn Greenberg<0.1%Δ +100%·$571K·filed Aug 14, 2026
- ADDPat Dorsey8.3%Δ +42%·$129M·filed Aug 14, 2026
- NEWTriple Frond Partners4.2%Δ +100%·$48M·filed Aug 13, 2026
- TRIMWilliam Von Mueffling4.4%Δ -95%·$29M·filed Jul 29, 2026
- NEWJohn Armitage1.4%Δ +100%·$143M·filed Jul 21, 2026
Long US equity 13F-HR filings only. CUSIP 78409V104. Not investment advice.