AIM
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Allen Investment Management’s S&P Global SPGI Stock Holding History

Allen Investment 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
Q1 		$285M Sell
670,616
-34,076
-5% -$15.8M 3.53% 10
2025
Q4 		$368M Sell
704,692
-33,570
-5% -$16.6M 4.08% 7
2025
Q3 		$359M Sell
738,262
-116,585
-14% -$62.4M 3.99% 6
2025
Q2 		$451M Sell
854,847
-54,205
-6% -$27.1M 4.91% 6
2025
Q1 		$462M Sell
909,052
-4,310
-0.5% -$2.2M 5.39% 6
2024
Q4 		$455M Sell
913,362
-20,402
-2% -$10.4M 5.25% 7
2024
Q3 		$482M Sell
933,764
-23,984
-3% -$11.9M 5.73% 7
2024
Q2 		$427M Buy
957,748
+54,701
+6% +$23.5M 5.19% 7
2024
Q1 		$384M Buy
903,047
+77,885
+9% +$33.8M 4.82% 8
2023
Q4 		$364M Buy
825,162
+60,316
+8% +$23.8M 4.86% 7
2023
Q3 		$279M Buy
764,846
+11,530
+2% +$4.53M 4.09% 9
2023
Q2 		$302M Buy
753,316
+85,853
+13% +$31.4M 4.44% 9
2023
Q1 		$230M Buy
667,463
+10,307
+2% +$3.63M 3.86% 12
2022
Q4 		$220M Buy
657,156
+118,905
+22% +$39.2M 3.54% 13
2022
Q3 		$164M Buy
538,251
+94,760
+21% +$33.9M 2.84% 14
2022
Q2 		$149M Buy
443,491
+72,909
+20% +$26M 2.42% 16
2022
Q1 		$152M Buy
370,582
+93,883
+34% +$38.2M 2.04% 16
2021
Q4 		$131M Sell
276,699
-16,915
-6% -$7.74M 1.64% 17
2021
Q3 		$125M Sell
293,614
-360
-0.1% -$156K 1.71% 18
2021
Q2 		$121M Buy
293,974
+3,078
+1% +$1.18M 1.62% 18
2021
Q1 		$103M Sell
290,896
-3,242
-1% -$1.08M 1.58% 18
2020
Q4 		$96.7M Buy
294,138
+2
+0% +$675 1.64% 19
2020
Q3 		$106M Sell
294,136
-288
-0.1% -$102K 1.97% 17
2020
Q2 		$97M Buy
294,424
+99,692
+51% +$30M 2.04% 17
2020
Q1 		$47.7M Buy
194,732
+13,947
+8% +$3.83M 1.43% 20
2019
Q4 		$49.4M Hold
180,785
– – 1.18% 22
2019
Q3 		$44.3M Hold
180,785
– – 1.17% 24
2019
Q2 		$41.2M Buy
180,785
+3,689
+2% +$806K 1.18% 22
2019
Q1 		$37.3M Buy
177,096
+915
+0.5% +$177K 1.17% 24
2018
Q4 		$29.9M Sell
176,181
-57
-0% -$10.2K 1.21% 24
2018
Q3 		$34.4M Buy
176,238
+55,158
+46% +$11.4M 1.18% 26
2018
Q2 		$24.7M Sell
121,080
-6,597
-5% -$1.3M 0.94% 26
2018
Q1 		$24.4M Hold
127,677
– – 1.02% 28
2017
Q4 		$21.6M Buy
127,677
+1,973
+2% +$322K 0.97% 25
2017
Q3 		$19.6M Hold
125,704
– – 0.9% 27
2017
Q2 		$18.4M Hold
125,704
– – 0.88% 28
2017
Q1 		$16.4M Sell
125,704
-11,964
-9% -$1.49M 0.85% 28
2016
Q4 		$14.8M Sell
137,668
-12,807
-9% -$1.53M 0.89% 28
2016
Q3 		$19M Hold
150,475
– – 1.22% 23
2016
Q2 		$16.1M Buy
+150,475
New +$16.1M 1.12% 28

Other funds holding SPGI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Allen Investment Management's SPGI Position: Q1 2026 in Review

Allen Investment Management reduced its S&P Global (SPGI) stake by 4.8% in Q1 2026, selling an estimated $15.8M and leaving 670,616 shares worth $285M. The position accounts for 3.53% of the portfolio, ranked #10.

Allen Investment Management first reported a position in SPGI in Q2 2016 and has held it in 40 quarters since. The position peaked at $482M in Q3 2024. 2,108 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Allen Investment Management held 670,616 shares of S&P Global worth $285M as of Q1 2026.
  • Allen Investment Management sold 34,076 S&P Global shares in Q1 2026, an estimated $15.8M.
  • S&P Global made up 3.53% of Allen Investment Management's portfolio in Q1 2026, its #10 holding.
  • Allen Investment Management first reported a position in S&P Global in Q2 2016 and has held it in 40 quarters since.
  • Allen Investment Management's S&P Global position peaked at $482M in Q3 2024.
  • 2,108 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Allen Investment Management's 13F filing for Q1 2026, filed 7 May 2026.