Egerton Capital (UK)’s S&P Global SPGI Stock Holding History

Egerton Capital (UK)’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	$143M	Buy	+351,920	New	+$149M	1.38%	21
2020 Q2	–	Sell	-505,106	Closed	-$124M	–	31
2020 Q1	$124M	Sell	505,106 -1,160,638	-70%	-$318M	1.28%	22
2019 Q4	$455M	Sell	1,665,744 -251,737	-13%	-$65.4M	3.26%	12
2019 Q3	$470M	Sell	1,917,481 -1,314,198	-41%	-$328M	3.36%	13
2019 Q2	$736M	Sell	3,231,679 -108,247	-3%	-$23.6M	5.39%	7
2019 Q1	$703M	Buy	3,339,926 +330,142	+11%	+$63.9M	4.97%	8
2018 Q4	$511M	Sell	3,009,784 -155,481	-5%	-$27.9M	4.26%	10
2018 Q3	$618M	Sell	3,165,265 -114,156	-3%	-$23.6M	4.59%	9
2018 Q2	$669M	Buy	3,279,421 +6,704	+0.2%	+$1.32M	5.11%	5
2018 Q1	$625M	Buy	3,272,717 +734,833	+29%	+$136M	5.09%	5
2017 Q4	$430M	Sell	2,537,884 -1,660,564	-40%	-$271M	3.76%	13
2017 Q3	$656M	Buy	4,198,448 +34,484	+0.8%	+$5.24M	5.87%	4
2017 Q2	$608M	Sell	4,163,964 -1,447,433	-26%	-$201M	6.09%	3
2017 Q1	$734M	Sell	5,611,397 -126,596	-2%	-$15.7M	7.93%	3
2016 Q4	$617M	Buy	5,737,993 +743,971	+15%	+$88.9M	7.5%	3
2016 Q3	$632M	Sell	4,994,022 -706,066	-12%	-$84.8M	7.16%	3
2016 Q2	$611M	Buy	+5,700,088	New	+$612M	6.86%	5

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

Egerton Capital (UK)'s SPGI Position: Q2 2026 in Review

Egerton Capital (UK) opened a new position in S&P Global (SPGI) in Q2 2026: 351,920 shares worth $143M. The stake represents 1.38% of the portfolio and ranks #21 among its holdings. This is a return to the name: Egerton Capital (UK) previously reported a position in SPGI as recently as Q1 2020.

Egerton Capital (UK) first reported a position in SPGI in Q2 2016 and has held it in 17 quarters since. The position peaked at $736M in Q2 2019. 2,016 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Egerton Capital (UK) held 351,920 shares of S&P Global worth $143M as of Q2 2026.
S&P Global was a new Egerton Capital (UK) position in Q2 2026.
S&P Global made up 1.38% of Egerton Capital (UK)'s portfolio in Q2 2026, its #21 holding.
Egerton Capital (UK) first reported a position in S&P Global in Q2 2016 and has held it in 17 quarters since.
Egerton Capital (UK)'s S&P Global position peaked at $736M in Q2 2019.
2,016 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Egerton Capital (UK)'s 13F filing for Q2 2026, filed 21 Jul 2026.