Balyasny Asset Management’s S&P Global SPGI Stock Holding History

Balyasny Asset 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	$3.53M	Buy	8,300 +4,500	+118%	+$2.09M	﹤0.01%	1525
2025 Q4	$1.99M	Sell	3,800 -3,400	-47%	-$1.68M	﹤0.01%	1869
2025 Q3	$3.5M	Buy	7,200 +800	+13%	+$428K	﹤0.01%	1544
2025 Q2	$3.37M	Sell	6,400 -2,100	-25%	-$1.05M	0.01%	1485
2025 Q1	$4.32M	Buy	8,500 +6,100	+254%	+$3.12M	0.01%	1318
2024 Q4	$1.2M	Buy	2,400 +1,100	+85%	+$558K	﹤0.01%	1869
2024 Q3	$672K	Buy	+1,300	New	+$643K	﹤0.01%	2132
2024 Q2	–	Sell	-10,000	Closed	-$4.25M	–	3077
2024 Q1	$4.25M	Sell	10,000 -900	-8%	-$390K	0.01%	1285
2023 Q4	$4.8M	Buy	+10,900	New	+$4.3M	0.01%	1129
2023 Q2	–	Sell	-2,800	Closed	-$965K	–	2763
2023 Q1	$965K	Hold	2,800	–	–	﹤0.01%	1748
2022 Q4	$938K	Sell	2,800 -33,200	-92%	-$10.9M	﹤0.01%	1683
2022 Q3	$11M	Buy	+36,000	New	+$12.9M	0.03%	649
2022 Q1	–	Sell	-15,500	Closed	-$7.32M	–	2819
2021 Q4	$7.32M	Buy	+15,500	New	+$7.09M	0.03%	723

Other funds holding SPGI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Balyasny Asset Management's SPGI Position: Q1 2026 in Review

Balyasny Asset Management increased its S&P Global (SPGI) stake by 70% in Q1 2026, buying an estimated $25.6M and bringing the position to 134,379 shares worth $57.2M. The position accounts for 0.07% of the portfolio, ranked #307.

Balyasny Asset Management first reported a position in SPGI in Q2 2016 and has held it in 32 quarters since. The position peaked at $149M in Q2 2023. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

Balyasny Asset Management held 134,379 shares of S&P Global worth $57.2M as of Q1 2026.
Balyasny Asset Management bought 55,190 S&P Global shares in Q1 2026, an estimated $25.6M.
S&P Global made up 0.07% of Balyasny Asset Management's portfolio in Q1 2026, its #307 holding.
Balyasny Asset Management first reported a position in S&P Global in Q2 2016 and has held it in 32 quarters since.
Balyasny Asset Management's S&P Global position peaked at $149M in Q2 2023.
2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Balyasny Asset Management's 13F filing for Q1 2026, filed 15 May 2026.