ClearBridge Investments
SPGI icon

ClearBridge Investments’s S&P Global SPGI Stock Holding History

ClearBridge Investments’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 		$5.12M Sell
12,567
-729,891
-98% -$308M ﹤0.01% 570
2026
Q1 		$316M Sell
742,458
-190,571
-20% -$88.5M 0.27% 98
2025
Q4 		$488M Sell
933,029
-152,769
-14% -$75.6M 0.39% 64
2025
Q3 		$528M Sell
1,085,798
-13,103
-1% -$7.02M 0.4% 65
2025
Q2 		$579M Sell
1,098,901
-218,825
-17% -$109M 0.47% 59
2025
Q1 		$670M Sell
1,317,726
-12,700
-1% -$6.49M 0.59% 44
2024
Q4 		$663M Sell
1,330,426
-118,114
-8% -$59.9M 0.54% 48
2024
Q3 		$748M Sell
1,448,540
-12,629
-0.9% -$6.25M 0.59% 44
2024
Q2 		$652M Buy
1,461,169
+20,624
+1% +$8.85M 0.53% 51
2024
Q1 		$613M Sell
1,440,545
-213,749
-13% -$92.6M 0.49% 56
2023
Q4 		$729M Buy
1,654,294
+19,874
+1% +$7.84M 0.63% 36
2023
Q3 		$597M Sell
1,634,420
-372,091
-19% -$146M 0.57% 44
2023
Q2 		$804M Sell
2,006,511
-87,687
-4% -$32M 0.73% 28
2023
Q1 		$722M Sell
2,094,198
-158,327
-7% -$55.7M 0.69% 32
2022
Q4 		$754M Sell
2,252,525
-262,947
-10% -$86.7M 0.75% 26
2022
Q3 		$768M Sell
2,515,472
-150,423
-6% -$53.8M 0.77% 22
2022
Q2 		$899M Buy
2,665,895
+435,668
+20% +$155M 0.84% 22
2022
Q1 		$915M Buy
2,230,227
+2,210,296
+11,090% +$900M 0.69% 26
2021
Q4 		$9.41M Hold
19,931
– – 0.01% 575
2021
Q3 		$8.47M Sell
19,931
-75
-0.4% -$32.5K 0.01% 586
2021
Q2 		$8.21M Buy
20,006
+4,425
+28% +$1.7M 0.01% 595
2021
Q1 		$5.5M Buy
15,581
+31
+0.2% +$10.3K ﹤0.01% 588
2020
Q4 		$5.11M Sell
15,550
-10
-0.1% -$3.37K ﹤0.01% 584
2020
Q3 		$5.61M Sell
15,560
-51
-0.3% -$18K ﹤0.01% 570
2020
Q2 		$5.14M Buy
15,611
+94
+0.6% +$28.3K ﹤0.01% 556
2020
Q1 		$3.8M Buy
15,517
+54
+0.3% +$14.8K ﹤0.01% 563
2019
Q4 		$4.3M Buy
15,463
+23
+0.1% +$5.98K ﹤0.01% 594
2019
Q3 		$3.78M Sell
15,440
-172
-1% -$43K ﹤0.01% 603
2019
Q2 		$3.56M Buy
15,612
+109
+0.7% +$23.8K ﹤0.01% 593
2019
Q1 		$3.26M Sell
15,503
-483
-3% -$93.5K ﹤0.01% 602
2018
Q4 		$2.72M Buy
15,986
+504
+3% +$90.3K ﹤0.01% 619
2018
Q3 		$3.02M Sell
15,482
-471
-3% -$97.2K ﹤0.01% 633
2018
Q2 		$3.25M Buy
15,953
+538
+3% +$106K ﹤0.01% 548
2018
Q1 		$2.94M Buy
15,415
+8
+0.1% +$1.48K ﹤0.01% 539
2017
Q4 		$2.61M Buy
15,407
+480
+3% +$78.4K ﹤0.01% 565
2017
Q3 		$2.33M Buy
14,927
+190
+1% +$28.9K ﹤0.01% 577
2017
Q2 		$2.15M Hold
14,737
– – ﹤0.01% 580
2017
Q1 		$1.93M Hold
14,737
– – ﹤0.01% 624
2016
Q4 		$1.58M Hold
14,737
– – ﹤0.01% 645
2016
Q3 		$1.86M Hold
14,737
– – ﹤0.01% 627
2016
Q2 		$1.58M Buy
+14,737
New +$1.58M ﹤0.01% 654

Other funds holding SPGI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

ClearBridge Investments's SPGI Position: Q2 2026 in Review

ClearBridge Investments reduced its S&P Global (SPGI) stake by 98% in Q2 2026, selling an estimated $308M and leaving 12,567 shares worth $5.12M. The position accounts for ﹤0.01% of the portfolio, ranked #570.

ClearBridge Investments first reported a position in SPGI in Q2 2016 and has held it in 41 quarters since. The position peaked at $915M in Q1 2022. 1,626 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • ClearBridge Investments held 12,567 shares of S&P Global worth $5.12M as of Q2 2026.
  • ClearBridge Investments sold 729,891 S&P Global shares in Q2 2026, an estimated $308M.
  • S&P Global made up ﹤0.01% of ClearBridge Investments's portfolio in Q2 2026, its #570 holding.
  • ClearBridge Investments first reported a position in S&P Global in Q2 2016 and has held it in 41 quarters since.
  • ClearBridge Investments's S&P Global position peaked at $915M in Q1 2022.
  • 1,626 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on ClearBridge Investments's 13F filing for Q2 2026, filed 13 Aug 2026.