Security

SPGI

S&P Global Inc. · COM

CUSIP 78409V104 Equity holders as of 2026 Q1 (each manager’s latest book)

26 owners 5 new 3 exits max 22.2% (Dev Kantesaria - Valley F...)

grid → activity → earnings →
owners 26
rank #29
master % 0.35%
max % 22.2%
tracked value $25.4B
qoq N 5 A 8 R 8 E 3

holders

sorted by % of portfolio · long equity only · exits show last held size

manager % port activity shares value history
Dev Kantesaria - Valley Forge Capital Management, LP 2026 Q1 22.2% Reduce +1.32 pp 1,758,074 $748M hist
Chris Hohn - Tci Fund Management Ltd 2026 Q1 13.2% Add +1.73 pp 14,035,310 $6B hist
Pat Dorsey - Dorsey Asset Management, LLC 2026 Q1 7.5% New 7.5% 222,683 $95M hist
William Von Mueffling - Cantillon Capital Management LLC 2026 Q1 4.4% Reduce -0.59 pp 1,547,303 $658M hist
David Rolfe - Wedgewood Partners Inc. 2026 Q1 2.8% Reduce -0.45 pp 32,371 $14M hist
Li Lu - Himalaya Capital Management LLC 2026 Q1 1.6% New 1.6% 121,463 $52M hist
Eric Mandelblatt - Soroban Capital Partners LP 2026 Q1 1.4% Add -0.20 pp 1,688,643 $718M hist
John Armitage - Egerton Capital (UK) LLP 2026 Q2 stale 1.4% New 1.4% 351,920 $143M hist
Robert Olstein - Olstein Capital Management, L.P. 2026 Q1 1.3% Exit -1.25 pp 13,500 $6M hist
Vanguard Group Inc. 2025 Q4 stale 0.2% Add +0.01 pp 30,374,366 $15.9B hist
Wallace Weitz - Weitz Investment Management, Inc. 2026 Q1 0.2% Reduce -0.01 pp 7,050 $3M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.2% Reduce -0.04 pp 984,438 $419M hist
Natixis Advisors, LLC 2026 Q1 0.2% Reduce -0.05 pp 294,419 $125M hist
Kentucky Trust Co. 2026 Q2 stale 0.1% — 590 $240M hist
Lindsell Train - Lindsell Train Ltd 2026 Q2 stale 0.1% Add +0.02 pp 7,400 $3M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.1% Add +0.03 pp 326,143 $139M hist
George Soros - Soros Fund Management LLC 2026 Q1 0.1% New 0.1% 16,532 $7M hist
Ray Dalio - Bridgewater Associates, LP 2026 Q1 0.1% Reduce -0.09 pp 32,699 $14M hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.0% Add 0.00 pp 31,432 $13M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Add +0.02 pp 370,113 $157M hist
Farallon Capital Management LLC 2026 Q1 0.0% New 0.0% 12,000 $5M hist
Murray Stahl - Horizon Kinetics Asset Management LLC 2026 Q1 0.0% Reduce -0.01 pp 3,750 $2M hist
Ancora Advisors LLC 2026 Q1 0.0% Add +0.02 pp 2,004 $853 hist
Two Sigma Investments, LP 2025 Q4 stale 0.0% Exit -0.01 pp 15,256 $8M hist
Dodge & Cox 2026 Q1 0.0% — 5,400 $2M hist
Ruane, Cunniff & Goldfarb L.P. 2026 Q1 0.0% — 531 $226 hist
Philippe Laffont - Coatue Management LLC exited 2026 Q1 last 2025 Q4 0.1% Exit -0.08 pp 63,451 $33M hist
Steve Cohen - Point72 Asset Management, L.P. exited 2026 Q1 last 2025 Q4 0.0% Exit -0.01 pp 14,822 $8M hist
Glenn Greenberg - Brave Warrior Advisors, LLC exited 2026 Q1 last 2025 Q4 0.0% Exit 0.00 pp 401 $210 hist

26 current · 3 exited last period · options excluded

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

line FY2023 FY2025
Revenue $12.5B $15.34B
Gross profit * $8.36B $10.77B
Gross margin * 66.9% 70.2%
Net income $2.63B $4.47B
Net margin * 21.0% 29.2%

Balance sheet

line FY2023 FY2025
Total current assets $5.14B $6.3B
Total non-current assets * $55.45B $54.9B
Total assets $60.59B $61.2B
Total current liabilities $6.12B $7.64B
Total non-current liabilities * $16.36B $17.41B
Total equity $34.2B $31.13B

Cash flow

line FY2023 FY2025
Cash from operations $3.71B $5.65B
Cash from investing $562M -$704M
Cash from financing -$4.28B -$4.93B
Net change in cash $4M $79M

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings · CIK 0000064040

ownership over time

filing count by report period · click a bar for that quarter’s holders