SPGI β€” S&PGlobalInc.

Ownership history in FAYEZ SAROFIM & CO  Β·  39 quarters on record

AI Ownership Summary

FAYEZ SAROFIM & CO reported S&PGlobalInc. (SPGI) in 39 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.01% in 2024 Q3. The latest visible filing shows SPGI at 1.90% 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 FAYEZ SAROFIM & CO's position in S&PGlobalInc., 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 1.90% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.01% in 2024 Q3

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.

How FAYEZ SAROFIM & CO held SPGI β€” position size vs. price
% of Fund (quarterly)    SPGI price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 1,511,587 +10,102 +0.7% 1.90% $789.9M 2026-02-14 (Est.) $408.59
2025 Q3 ADDED 1,501,485 +6,857 +0.5% 1.71% $735.3M 2025-11-14 $491.79
2025 Q2 REDUCED 1,494,628 -43,948 -2.9% 1.90% $792.6M 2025-08-14 $560.76
2025 Q1 REDUCED 1,538,576 -23,703 -1.5% 1.96% $786.9M 2025-05-12 $514.29
2024 Q4 ADDED 1,562,279 +34,808 +2.3% 1.90% $783.2M 2025-02-14 $534.49
2024 Q3 ADDED 1,527,471 +17,177 +1.1% 2.01% $789.1M 2024-11-14 $504.83
2024 Q2 ADDED 1,510,294 +52,153 +3.6% 1.82% $673.6M 2024-08-14 $486.16
2024 Q1 ADDED 1,458,141 +8,435 +0.6% 1.85% $620.4M 2024-05-14 $421.50
2023 Q4 REDUCED 1,449,706 -8,997 -0.6% 1.94% $634.8M 2024-02-15 $417.15
30 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About FAYEZ SAROFIM & CO and SPGI

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

How long has FAYEZ SAROFIM & CO reported owning SPGI?

FAYEZ SAROFIM & CO reported SPGI across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported SPGI position in FAYEZ SAROFIM & CO's portfolio?

The largest reported portfolio weight for SPGI was 2.01% in 2024 Q3.

What is the latest reported SPGI position on this page?

The most recent filing on this page is 2025 Q4, when FAYEZ SAROFIM & CO reported 1,511,587 shares, equal to 1.90% of portfolio, with an estimated market value of $789.9M.

What does the chart on this SPGI ownership page compare?

The chart compares FAYEZ SAROFIM & CO'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.

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