Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

S&P Global Inc (SPGI)

2K + Investors. Track Smart Money conviction in SPGI. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -65
Streak
1Q ▼
Buyers last Q
46%

Smart Money Signals — SPGI

Based on 2105 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their SPGI positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (97% of max)

97% of all-time peak
2,105 hedge funds hold SPGI right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +4% more funds vs a year ago

fund count last 6Q
+74 new funds entered over the past year (+4% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 46% buying

991 buying1175 selling
Last quarter: 1,175 funds reduced or exited vs 991 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-89 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 150 → 155 → 317 → 228. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

66% of holders stayed for 2+ years

■ 66% conviction (2yr+) ■ 17% medium ■ 17% new
1,380 out of 2,105 hedge funds have held SPGI for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares -6%, value -24%

Value
-23%
Shares
-6%
Last quarter: funds added -6% more shares while total portfolio value only changed -24%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
🚀

Acceleration phase — new buyers rushing in

206 → 150 → 155 → 317 → 228 new funds/Q
New funds entering each quarter: 150 → 155 → 317 → 228. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Veteran-anchored — 67% veterans vs 21% newcomers

■ 67% veterans ■ 12% 1-2yr ■ 21% new
Entry-cohort mix of 2,154 holders: 1,445 (67%) are 2+ year veterans, 256 entered 1–2 years ago, and 453 (21%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 40% AUM from top-100 funds

40% from top-100 AUM funds
67 of 2097 holders are among the 100 largest funds by AUM, controlling 40% of total institutional value in SPGI. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — SPGI

In 2026 Q1, 991 hedge funds were net buyers of SPGI (228 opened a new position, 763 added to an existing one), while 1175 reduced or exited (882 trimmed, 293 sold completely) — a 46% buyer ratio, indicating roughly balanced activity. 40% of total institutional value in SPGI is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -65 funds (more exits than new entries). Total institutional holders: 2105.

Hedge Fund Ownership: SPGI

How many hedge funds hold SPGI — quarterly history vs. share price
Quarterly hedge fund ownership of SPGI vs. share price

Market Analysis: SPGI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SPGI

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy S&P Global Inc (SPGI) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much SPGI has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 75d ago
SPGI
-1.5%
XLF
+8.0%

SPGI outperformed XLF by -9.5% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 30d ago
SPGI
+4.2%
XLF
+4.4%

Since the filing became public, SPGI outperformed XLF by -0.2% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

95 top-rated funds 33 high-conviction
Consensus
8.6
/ 10
breadth
×
Elite
5.0
/ 10
conviction
Hedge Fund Positioning: SPGI
2K + Investors

Track Smart Money conviction in SPGI. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 2082 2170 -4.06%
13F Shares 255M 271M -6.09%
Total Value $105.74B $138.64B -23.73%
New Positions 219 317 -98
Increased Positions 744 763 -19
Closed Positions 307 159 +148
Reduced Positions 862 795 +67
Total Calls 27 31 -12.9%
Total Puts 30 32 -6.25%
PUT/CALL Ratio 1.11 1.03 Neutral

Statistics: SPGI

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Total Cash (mrq) --
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Institutional Holders (2026 Q1)

2K + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in SPGI. Verified SEC 13F-HR filings.

QUARTER:
Top 25 SPGI holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Valley Forge Capital Management, LP 22.15% 1,758,074 $747.8M
2 C Partners Holding GmbH 16.92% 126,089 $53.6M
3 TCI Fund Management Ltd 13.22% 14,035,310 $5.97B
4 Alfreton Capital LLP 13.12% 95,000 $40.4M
5 Explore Capital Management, LLC 12.82% 32,175 $13.7M
6 Bls Capital Fondsmaeglerselskab A/S 12.75% 880,640 $374.6M
7 Camrose Capital Investment Partners LLP 11.74% 210,885 $89.7M
8 Laurus Global Equity Management Inc. 10.90% 26,165 $11.1M
9 Coalescence Partners Investment Management, LP 10.82% 117,678 $50.1M
10 Jackson Hill Advisors, LLC 10.23% 46,500 $19.8M
11 BlueSpruce Investments, LP 9.62% 142,795 $60.7M
12 Lrz Capital LLC 9.49% 44,580 $19.0M
13 Rothschild & Co Wealth Management UK Ltd 8.74% 1,342,430 $571.0M
14 Lionstone Capital Management LLC 8.65% 84,000 $35.7M
15 Rit Capital Partners plc 8.64% 76,000 $32.3M
16 GCQ FUNDS MANAGEMENT PTY Ltd 8.49% 150,274 $63.9M
17 Meritage Group LP 8.10% 504,410 $214.5M
18 Unisphere Establishment 7.62% 2,130,050 $906.0M
19 Dorsey Asset Management, LLC 7.54% 222,683 $94.7M
20 Spear Holdings RSC Ltd 7.45% 175,576 $74.7M
21 Hudson Way Capital Management LLC 6.90% 169,675 $72.2M
22 Round Hill Asset Management 6.88% 24,703 $10.5M
23 OAKMONT Corp 6.79% 84,037 $35.7M
24 Triveni Capital Investments LP 6.63% 15,728 $6.7M
25 Stonehage Fleming Financial Services Holdings Ltd 6.56% 423,617 $180.2M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — S&P Global Inc (SPGI)

What does the Smart Money Trend signal show for SPGI?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their SPGI positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for SPGI?

More sellers than buyers — 46% buying: Last quarter: 1,175 funds reduced or exited vs 991 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for SPGI holders?

Elite ownership — 40% AUM from top-100 funds: 67 of 2097 holders are among the 100 largest funds by AUM, controlling 40% of total institutional value in SPGI. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held SPGI?

66% of holders stayed for 2+ years: 1,380 out of 2,105 hedge funds have held SPGI for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy S&P Global Inc (SPGI) following the 2026 Q1 hedge fund 13F filings?

As of today, SPGI has moved +4.2% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.4% for the XLF sector ETF — an outperformance of -0.2%. Since the quarter end (March 31, 2026), SPGI has gained -1.5% vs +8.0% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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