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

Advisors 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
Q2 		$4.62M Buy
11,342
+160
+1% +$67.6K 0.05% 225
2026
Q1 		$4.76M Sell
11,182
-281
-2% -$130K 0.06% 212
2025
Q4 		$5.99M Buy
11,463
+9,592
+513% +$4.75M 0.07% 197
2025
Q3 		$911K Buy
1,871
+14
+0.8% +$7.5K 0.01% 325
2025
Q2 		$979K Buy
1,857
+78
+4% +$38.9K 0.01% 300
2025
Q1 		$904K Buy
1,779
+186
+12% +$95K 0.01% 300
2024
Q4 		$793K Buy
1,593
+105
+7% +$53.3K 0.01% 325
2024
Q3 		$769K Sell
1,488
-118
-7% -$58.4K 0.01% 318
2024
Q2 		$716K Buy
1,606
+204
+15% +$87.5K 0.01% 319
2024
Q1 		$597K Sell
1,402
-7,311
-84% -$3.17M 0.01% 338
2023
Q4 		$3.84M Buy
8,713
+1,431
+20% +$565K 0.08% 201
2023
Q3 		$2.66M Buy
7,282
+6,314
+652% +$2.48M 0.07% 202
2023
Q2 		$388K Buy
968
+30
+3% +$11K 0.01% 345
2023
Q1 		$323K Sell
938
-47
-5% -$16.5K 0.01% 360
2022
Q4 		$330K Sell
985
-196
-17% -$64.6K 0.01% 362
2022
Q3 		$411K Sell
1,181
-328
-22% -$117K 0.01% 341
2022
Q2 		$509K Buy
1,509
+117
+8% +$41.7K 0.02% 298
2022
Q1 		$571K Buy
1,392
+126
+10% +$51.3K 0.02% 295
2021
Q4 		$598K Buy
1,266
+31
+3% +$14.2K 0.02% 303
2021
Q3 		$525K Buy
1,235
+45
+4% +$19.5K 0.02% 292
2021
Q2 		$489K Sell
1,190
-32
-3% -$12.3K 0.02% 287
2021
Q1 		$431K Buy
+1,222
New +$407K 0.02% 282

Other funds holding SPGI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Advisors Capital Management's SPGI Position: Q2 2026 in Review

Advisors Capital Management increased its S&P Global (SPGI) stake by 1.4% in Q2 2026, buying an estimated $67.6K and bringing the position to 11,342 shares worth $4.62M. The position accounts for 0.05% of the portfolio, ranked #225.

Advisors Capital Management first reported a position in SPGI in Q1 2021 and has held it in 22 quarters since. The position peaked at $5.99M in Q4 2025. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Advisors Capital Management held 11,342 shares of S&P Global worth $4.62M as of Q2 2026.
  • Advisors Capital Management bought 160 S&P Global shares in Q2 2026, an estimated $67.6K.
  • S&P Global made up 0.05% of Advisors Capital Management's portfolio in Q2 2026, its #225 holding.
  • Advisors Capital Management first reported a position in S&P Global in Q1 2021 and has held it in 22 quarters since.
  • Advisors Capital Management's S&P Global position peaked at $5.99M in Q4 2025.
  • 2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Advisors Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.