Capstone Investment Advisors
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Capstone Investment Advisors’s S&P Global SPGI Stock Holding History

Capstone Investment Advisors’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 		$5.27M Buy
12,401
+10,344
+503% +$4.8M 0.01% 407
2025
Q4 		$1.07M Sell
2,057
-5,219
-72% -$2.58M ﹤0.01% 841
2025
Q3 		$3.54M Buy
7,276
+6,891
+1,790% +$3.69M 0.01% 576
2025
Q2 		$203K Sell
385
-1,389
-78% -$693K ﹤0.01% 1529
2025
Q1 		$901K Sell
1,774
-580
-25% -$296K ﹤0.01% 916
2024
Q4 		$1.17M Buy
2,354
+1,213
+106% +$615K ﹤0.01% 1014
2024
Q3 		$589K Sell
1,141
-3,375
-75% -$1.67M ﹤0.01% 1155
2024
Q2 		$2.01M Sell
4,516
-3,249
-42% -$1.39M 0.01% 724
2024
Q1 		$3.3M Buy
+7,765
New +$3.37M 0.01% 588
2023
Q4 		– Sell
-8,724
Closed -$3.44M – 2382
2023
Q3 		$3.19M Buy
8,724
+5,998
+220% +$2.36M 0.01% 564
2023
Q2 		$1.09M Sell
2,726
-9,833
-78% -$3.59M 0.01% 845
2023
Q1 		$4.33M Sell
12,559
-3,306
-21% -$1.16M 0.02% 391
2022
Q4 		$5.31M Sell
15,865
-18,798
-54% -$6.2M 0.04% 367
2022
Q3 		$10.6M Buy
34,663
+22,481
+185% +$8.04M 0.06% 217
2022
Q2 		$4.11M Buy
12,182
+11,746
+2,694% +$4.19M 0.02% 473
2022
Q1 		$179K Buy
+436
New +$178K ﹤0.01% 1783
2021
Q1 		– Sell
-7,422
Closed -$2.47M – 1920
2020
Q4 		$2.44M Buy
+7,422
New +$2.5M 0.01% 819
2020
Q1 		– Sell
-11,456
Closed -$3.14M – 1374
2019
Q4 		$3.13M Buy
11,456
+10,270
+866% +$2.67M 0.02% 711
2019
Q3 		$291K Sell
1,186
-1,021
-46% -$255K ﹤0.01% 1183
2019
Q2 		$503K Buy
2,207
+2,156
+4,227% +$471K ﹤0.01% 1108
2019
Q1 		$11K Sell
51
-384
-88% -$74.4K ﹤0.01% 1259
2018
Q4 		$74K Sell
435
-3,691
-89% -$661K ﹤0.01% 1160
2018
Q3 		$806K Buy
+4,126
New +$852K 0.01% 664
2017
Q2 		– Sell
-23,200
Closed -$3.03M – 911
2017
Q1 		$3.03M Sell
23,200
-41,688
-64% -$5.18M 0.08% 213
2016
Q4 		$6.98M Buy
+64,888
New +$7.75M 0.22% 91

Other funds holding SPGI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T 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 $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

Capstone Investment Advisors's SPGI Position: Q1 2026 in Review

Capstone Investment Advisors increased its S&P Global (SPGI) stake by 503% in Q1 2026, buying an estimated $4.8M and bringing the position to 12,401 shares worth $5.27M. The position accounts for 0.01% of the portfolio, ranked #407.

Capstone Investment Advisors first reported a position in SPGI in Q4 2016 and has held it in 25 quarters since. The position peaked at $10.6M in Q3 2022. 2,115 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Capstone Investment Advisors held 12,401 shares of S&P Global worth $5.27M as of Q1 2026.
  • Capstone Investment Advisors bought 10,344 S&P Global shares in Q1 2026, an estimated $4.8M.
  • S&P Global made up 0.01% of Capstone Investment Advisors's portfolio in Q1 2026, its #407 holding.
  • Capstone Investment Advisors first reported a position in S&P Global in Q4 2016 and has held it in 25 quarters since.
  • Capstone Investment Advisors's S&P Global position peaked at $10.6M in Q3 2022.
  • 2,115 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.