SPGI — S&P GLOBAL INC

Ownership history in Phoenix Financial Ltd.  ·  12 quarters on record

This page tracks every 13F SEC filing in which Phoenix Financial Ltd. reported a position in S&P GLOBAL INC (SPGI). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.15% (2020 Q4)
Avg. % of fund
0.06%
First filed
2020 Q1
Last filed
2025 Q3
Quarters held
12
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 2,588 — 0% 0.02% $1.4M $484.63
2025 Q2 ADDED 2,588 +1,067 +70.2% 0.02% $1.3M $524.12
2022 Q3 REDUCED 1,521 -536 -26.1% 0.01% $477K $296.49
2022 Q2 REDUCED 2,057 -1,316 -39.0% 0.01% $682K $326.54
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SPGI price (monthly, adj. close)

Other funds also holding SPGI

As of 2025 Q4 — sorted by position size

Valley Forge Capital Management, LP 3Y 7Y 20.83% C Partners Holding GmbH 3Y 7Y 16.23% Spear Holdings RSC Ltd 13.64% PBCay One RSC Ltd 13.64% Milestone Resources Group Ltd 3Y 7Y 12.76% Totem Point Management, LLC 3Y 7Y 11.77% Atalan Capital Partners, LP 3Y 7Y 11.53% TCI Fund Management Ltd 3Y 7Y 11.48% Laurus Global Equity Management Inc. 3Y 11.13% SHERMAN PORFOLIOS, LLC 11.12%
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