Follow-The-Filings

Security · featured owners

SPGI S&P Global Inc.

Financials COM Equity as of 2026 Q2 among managers we track

  • 21 Owners
  • #16
  • Max 19.9%
  • Master 0.52%
  • $8.8B
  • 5 new 7 add 6 reduce 2 exits

Who owns this now

Largest portfolio weights among featured holders · max 19.9% (Dev Kantesaria - Valley Forge Capital Management) · not free-float ownership

  1. Dev Kantesaria reduce 19.9%
  2. Chris Hohn add 10.9%
  3. Pat Dorsey add 8.3%
  4. Chris James add 8.0%
  5. Bill Ackman new 5.4%
  6. William Von Mueffling reduce 4.4%

holders

sorted by value · long equity only · current book 2026 Q2 · open a manager for their book

history
Chris Hohn - Tci Fund Management 2026 Q2 10.9% Add +0.3% 14,081,957 $5.7B history
Bill Ackman - Pershing Square 2026 Q2 5.4% New 5.4% 2,593,155 $1.1B history
Eric Mandelblatt - Soroban Capital Partners 2026 Q2 1.5% Add +2.5% 1,731,643 $705M history
Dev Kantesaria - Valley Forge Capital Management 2026 Q2 19.9% Reduce −13.3% 1,524,036 $621M history
Chris James - Meritage Group 2026 Q2 8.0% Add +0.6% 507,635 $207M history
John Armitage - Egerton Capital (UK) 2026 Q2 1.4% New 1.4% 351,920 $143M history
Pat Dorsey - Dorsey Asset Management 2026 Q2 8.3% Add +42.1% 316,413 $129M history
Thomas Gayner - Markel Group 2026 Q2 0.37% Hold 117,690 $48M history
Triple Frond Partners 2026 Q2 4.2% New 4.2% 116,700 $48M history
George Soros - Soros Fund Management 2026 Q2 0.50% Add +509.9% 100,834 $41M history
William Von Mueffling - Cantillon Capital Management 2026 Q2 4.4% Reduce −95.4% 71,249 $29M history
Christopher Bloomstran - Semper Augustus Investments Group 2026 Q2 2.1% New 2.1% 45,989 $19M history
Ron Baron - Bamco Inc. (Baron Capital) 2026 Q2 0.02% Reduce −6.6% 36,576 $15M history
David Rolfe - Wedgewood Partners 2026 Q2 2.6% Reduce −3.2% 31,339 $13M history
Lindsell Train 2026 Q2 0.11% Add +1.4% 7,400 $3M history
Wallace Weitz - Weitz Investment Management 2026 Q2 0.20% Add +1.4% 7,150 $3M history
Dodge & Cox 2026 Q2 <0.01% Reduce −3.7% 5,200 $2M history
Murray Stahl - Horizon Kinetics Asset Management 2026 Q2 0.01% Reduce −20.8% 2,970 $1M history
Glenn Greenberg - Brave Warrior Advisors 2026 Q2 0.01% New 0.01% 1,401 $571K history
Kentucky Trust Co. - Kentucky Trust 2026 Q2 0.12% Hold 590 $240K history
Ruane, Cunniff & Goldfarb 2026 Q2 <0.01% Hold 531 $216K history
Li Lu - Himalaya Capital Management exited 2026 Q2 last 2026 Q1 1.6% Exit −1.61 pp 121,463 $52M history
Farallon Capital Management exited 2026 Q2 last 2026 Q1 0.03% Exit −0.03 pp 12,000 $5M history

21 current · 2 exited last period · options excluded

SEC filings

Recent issuer filings from EDGAR · 16 shown · open Filing / Doc on SEC.gov

Filed Form Detail Links
10-Q Filing Doc
8-K 2.02,7.01,9.01 Filing Doc
424B3 Filing Doc
8-K/A 7.01,9.01 Filing Doc
8-K 5.02,7.01,9.01 Filing Doc
8-K 1.01,2.01,8.01,9.01 Filing Doc
8-K 5.02,7.01,9.01 Filing Doc
8-K 8.01,9.01 Filing Doc
8-K 5.07 Filing Doc
8-K 8.01,9.01 Filing Doc
8-K 8.01,9.01 Filing Doc
8-K 7.01,9.01 Filing Doc
8-K 7.01,9.01 Filing Doc
8-K 2.02,7.01,9.01 Filing Doc
10-Q Filing Doc
DEFA14A Filing Doc

Insider forms

Form 3 / 4 / 5 from EDGAR · 9 rows shown

Filed Form Detail Links
4 Period Aug 1, 2026 Filing Doc
4 Period Jul 1, 2026 Filing Doc
4 Period May 1, 2026 Filing Doc
4 Period May 1, 2026 Filing Doc
4 Period Apr 30, 2026 Filing Doc
4 Period Apr 29, 2026 Filing Doc
4 Period Apr 1, 2026 Filing Doc
4 Period Mar 1, 2026 · 12 forms Filing Doc
4 Period Feb 24, 2026 · 5 forms Filing Doc

Updated 24 days ago Source: SEC EDGAR submissions All on EDGAR

financials

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

Income statement

Metric 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

Metric 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

Metric 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

ownership over time

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