Academy Capital Management
SPGI icon

Academy Capital Management’s S&P Global SPGI Stock Holding History

Academy Capital Management’s Portfolio SPGI Stock Details SPGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$16M Sell
40,637
-480
-1% -$203K 2.16% 15
2026
Q2 		$16.7M Sell
41,117
-34
-0.1% -$14.4K 2.21% 15
2026
Q1 		$17.5M Buy
41,151
+21,618
+111% +$10M 2.5% 16
2025
Q4 		$10.2M Sell
19,533
-125
-0.6% -$61.8K 1.36% 17
2025
Q3 		$9.6M Sell
19,658
-146
-0.7% -$78.2K 1.36% 16
2025
Q2 		$10.4M Buy
19,804
+1,565
+9% +$781K 1.49% 15
2025
Q1 		$9.27M Sell
18,239
-147
-0.8% -$75.1K 1.6% 14
2024
Q4 		$9.16M Sell
18,386
-93
-0.5% -$47.2K 1.5% 15
2024
Q3 		$9.5M Sell
18,479
-58
-0.3% -$28.7K 1.65% 14
2024
Q2 		$8.27M Sell
18,537
-47
-0.3% -$20.2K 1.49% 14
2024
Q1 		$7.91M Sell
18,584
-38
-0.2% -$16.5K 1.5% 15
2023
Q4 		$8.2M Sell
18,622
-226
-1% -$89.2K 1.67% 13
2023
Q3 		$6.89M Sell
18,848
-215
-1% -$84.5K 1.46% 16
2023
Q2 		$7.64M Sell
19,063
-120
-0.6% -$43.8K 1.53% 16
2023
Q1 		$6.61M Sell
19,183
-16,601
-46% -$5.84M 1.42% 17
2022
Q4 		$12M Sell
35,784
-787
-2% -$259K 2.56% 17
2022
Q3 		$11.2M Sell
36,571
-11,332
-24% -$4.05M 2.42% 19
2022
Q2 		$16.1M Buy
47,903
+20,869
+77% +$7.44M 3.07% 18
2022
Q1 		$11.1M Buy
27,034
+380
+1% +$155K 1.77% 21
2021
Q4 		$12.6M Sell
26,654
-151
-0.6% -$69.1K 1.96% 23
2021
Q3 		$11.4M Buy
26,805
+1,347
+5% +$584K 1.83% 24
2021
Q2 		$10.4M Buy
25,458
+772
+3% +$297K 4.26% 12
2021
Q1 		$8.71M Buy
24,686
+20
+0.1% +$6.66K 1.68% 23
2020
Q4 		$8.11M Sell
24,666
-58
-0.2% -$19.6K 1.74% 21
2020
Q3 		$8.92M Sell
24,724
-342
-1% -$121K 1.94% 22
2020
Q2 		$8.26M Buy
+25,066
New +$7.54M 1.88% 24

Other funds holding SPGI

Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Rothschild & Co Wealth Management (UK)
Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return

Academy Capital Management's SPGI Position: Q3 2026 in Review

Academy Capital Management reduced its S&P Global (SPGI) stake by 1.2% in Q3 2026, selling an estimated $203K and leaving 40,637 shares worth $16M. The position accounts for 2.16% of the portfolio, ranked #15.

Academy Capital Management first reported a position in SPGI in Q2 2020 and has held it in 26 quarters since. The position peaked at $17.5M in Q1 2026. 1,006 funds tracked by Wall St. Rank hold SPGI as of Q3 2026.

  • Academy Capital Management held 40,637 shares of S&P Global worth $16M as of Q3 2026.
  • Academy Capital Management sold 480 S&P Global shares in Q3 2026, an estimated $203K.
  • S&P Global made up 2.16% of Academy Capital Management's portfolio in Q3 2026, its #15 holding.
  • Academy Capital Management first reported a position in S&P Global in Q2 2020 and has held it in 26 quarters since.
  • Academy Capital Management's S&P Global position peaked at $17.5M in Q1 2026.
  • 1,006 funds tracked by Wall St. Rank held S&P Global as of Q3 2026.

Based on Academy Capital Management's 13F filing for Q3 2026, filed 5 Nov 2026.