DEARBORN PARTNERS LLC SPGI — S&P Global Inc

Ownership history in DEARBORN PARTNERS LLC  ·  20 quarters on record

AI Ownership Summary

DEARBORN PARTNERS LLC reported S&P Global Inc (SPGI) in 20 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.59% in 2023 Q4. The latest visible filing shows SPGI at 1.44% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SPGI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was DEARBORN PARTNERS LLC's position in S&P Global Inc, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

SPGI was reported at 1.44% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.59% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SPGI stock page DEARBORN PARTNERS LLC fund profile DEARBORN PARTNERS LLC full holdings
How DEARBORN PARTNERS LLC held SPGI — position size vs. price
% of Fund (quarterly)    SPGI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 8.8% -18.4% ✅ 55,269 -5,358 -8.8% 1.44% $28.9M 2026-02-14 (Est.) $408.59
2025 Q3 REDUCED — — — 60,627 -582 -1.0% 1.38% $29.5M 2025-11-10 $491.73
2025 Q2 ADDED — — — 61,209 +5,255 +9.4% 1.53% $32.3M 2025-08-14 $560.76
2025 Q1 REDUCED 20.5% +4.0% ❌ 55,954 -14,400 -20.5% 1.36% $28.4M 2025-05-08 $503.62
2024 Q4 REDUCED — — — 70,354 -1,181 -1.7% 1.47% $35.0M 2025-02-07 $514.14
2024 Q3 REDUCED — — — 71,535 -3,279 -4.4% 1.50% $37.0M 2024-11-06 $484.42
2024 Q2 REDUCED — — — 74,814 -379 -0.5% 1.44% $33.4M 2024-07-26 $483.37
2024 Q1 REDUCED 24.1% +5.1% ❌ 75,193 -23,917 -24.1% 1.37% $32.0M 2024-05-08 $422.67
2023 Q4 REDUCED — — — 99,110 -1,943 -1.9% 1.59% $43.7M 2024-01-26 $438.88
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding SPGI

As of 2026 Q1 — sorted by position size

Milestone Resources Group Ltd 3Y 7Y 12.98% BLS CAPITAL FONDSMAEGLERSELSKAB A/S 3Y 7Y 12.75% Laurus Global Equity Management Inc. 3Y 10.9% JACKSON HILL ADVISORS, LLC 3Y 10.23% Rothschild & Co Wealth Management UK Ltd 3Y 8.74% STERLING INVESTMENT MANAGEMENT, LLC 3Y 7Y 5.12% DELTA ASSET MANAGEMENT LLC/TN 3Y 7Y 4.89% Hingham Institution for Savings 4.51% CANTILLON CAPITAL MANAGEMENT LLC 3Y 7Y 4.37% CULLINAN ASSOCIATES INC 3Y 7Y 4.19%

FAQ About DEARBORN PARTNERS LLC and SPGI

These are the practical questions this page is built to answer before you even open the full history table.

How long has DEARBORN PARTNERS LLC reported owning SPGI?

DEARBORN PARTNERS LLC reported SPGI across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported SPGI position in DEARBORN PARTNERS LLC's portfolio?

The largest reported portfolio weight for SPGI was 1.59% in 2023 Q4.

What is the latest reported SPGI position on this page?

The most recent filing on this page is 2025 Q4, when DEARBORN PARTNERS LLC reported 55,269 shares, equal to 1.44% of portfolio, with an estimated market value of $28.9M.

What does the chart on this SPGI ownership page compare?

The chart compares DEARBORN PARTNERS LLC's quarterly SPGI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did DEARBORN PARTNERS LLC time their SPGI position?

Based on 13F filing dates vs. subsequent SPGI price moves, DEARBORN PARTNERS LLC correctly timed 12 out of 19 reported position changes (63%). The annualised alpha on SPGI relative to SPY over the holding period was -9.3%.

← Back to DEARBORN PARTNERS LLC Holdings