Dmitry Balyasny’s S&P Global SPGI Stock Holding History

Dmitry Balyasny’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	$3.18M	Buy	7,800 +3,700	+90%	+$1.56M	﹤0.01%	1598
2026 Q1	$1.74M	Sell	4,100 -97,600	-96%	-$45.3M	﹤0.01%	1847
2025 Q4	$53.1M	Sell	101,700 -205,300	-67%	-$102M	0.07%	336
2025 Q3	$149M	Buy	307,000 +305,900	+27,809%	+$164M	0.19%	100
2025 Q2	$580K	Sell	1,100 -3,700	-77%	-$1.85M	﹤0.01%	2229
2025 Q1	$2.44M	Buy	4,800 +1,200	+33%	+$613K	﹤0.01%	1613
2024 Q4	$1.79M	Sell	3,600 -1,200	-25%	-$609K	﹤0.01%	1711
2024 Q3	$2.48M	Buy	+4,800	New	+$2.38M	﹤0.01%	1587
2024 Q2	–	Sell	-4,300	Closed	-$1.83M	–	3076
2024 Q1	$1.83M	Sell	4,300 -1,900	-31%	-$824K	﹤0.01%	1568
2023 Q4	$2.73M	Buy	6,200 +5,600	+933%	+$2.21M	0.01%	1353
2023 Q3	$219K	Buy	+600	New	+$236K	﹤0.01%	2004
2021 Q2	–	Sell	-10,000	Closed	-$3.53M	–	2321
2021 Q1	$3.53M	Buy	+10,000	New	+$3.33M	0.02%	826

Other funds holding SPGI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Dmitry Balyasny's SPGI Position: Q2 2026 in Review

Dmitry Balyasny reduced its S&P Global (SPGI) stake by 95% in Q2 2026, selling an estimated $53.7M and leaving 7,148 shares worth $2.91M. The position accounts for ﹤0.01% of the portfolio, ranked #1641.

Dmitry Balyasny first reported a position in SPGI in Q2 2016 and has held it in 33 quarters since. The position peaked at $149M in Q2 2023. 2,009 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Dmitry Balyasny held 7,148 shares of S&P Global worth $2.91M as of Q2 2026.
Dmitry Balyasny sold 127,231 S&P Global shares in Q2 2026, an estimated $53.7M.
S&P Global made up ﹤0.01% of Dmitry Balyasny's portfolio in Q2 2026, its #1641 holding.
Dmitry Balyasny first reported a position in S&P Global in Q2 2016 and has held it in 33 quarters since.
Dmitry Balyasny's S&P Global position peaked at $149M in Q2 2023.
2,009 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Balyasny Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.