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SPGI icon

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

Horizon 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
Q1 		$8.85M Sell
20,797
-1,039
-5% -$482K 0.1% 175
2025
Q4 		$11.4M Buy
21,836
+2,549
+13% +$1.26M 0.14% 118
2025
Q3 		$9.39M Buy
19,287
+1,646
+9% +$881K 0.12% 133
2025
Q2 		$9.3M Buy
17,641
+10,464
+146% +$5.22M 0.15% 108
2025
Q1 		$3.65M Buy
7,177
+394
+6% +$201K 0.11% 113
2024
Q4 		$3.38M Buy
6,783
+147
+2% +$74.6K 0.1% 125
2024
Q3 		$3.43M Sell
6,636
-36
-0.5% -$17.8K 0.09% 114
2024
Q2 		$2.98M Buy
6,672
+79
+1% +$33.9K 0.08% 123
2024
Q1 		$2.8M Sell
6,593
-141
-2% -$61.1K 0.07% 126
2023
Q4 		$2.97M Buy
6,734
+862
+15% +$340K 0.08% 109
2023
Q3 		$2.15M Buy
5,872
+133
+2% +$52.3K 0.07% 114
2023
Q2 		$2.3M Buy
5,739
+405
+8% +$148K 0.07% 114
2023
Q1 		$1.84M Sell
5,334
-1,506
-22% -$530K 0.05% 122
2022
Q4 		$2.29M Buy
6,840
+2,243
+49% +$739K 0.06% 127
2022
Q3 		$1.4M Buy
4,597
+474
+11% +$170K 0.04% 151
2022
Q2 		$1.39M Sell
4,123
-1,866
-31% -$665K 0.04% 149
2022
Q1 		$2.46M Buy
5,989
+4,284
+251% +$1.74M 0.07% 131
2021
Q4 		$803K Buy
1,705
+147
+9% +$67.2K 0.02% 241
2021
Q3 		$662K Buy
1,558
+92
+6% +$39.9K 0.02% 273
2021
Q2 		$602K Buy
1,466
+39
+3% +$15K 0.02% 286
2021
Q1 		$504K Buy
+1,427
New +$475K 0.02% 297
2020
Q4 		– Sell
-6,338
Closed -$2.29M – 354
2020
Q3 		$2.29M Sell
6,338
-4,250
-40% -$1.5M 0.08% 116
2020
Q2 		$3.49M Buy
10,588
+7,771
+276% +$2.34M 0.09% 107
2020
Q1 		$690K Buy
2,817
+380
+16% +$104K 0.03% 151
2019
Q4 		$665K Buy
2,437
+681
+39% +$177K 0.03% 230
2019
Q3 		$430K Sell
1,756
-1,662
-49% -$415K 0.02% 175
2019
Q2 		$779K Buy
3,418
+2,301
+206% +$503K 0.02% 174
2019
Q1 		$235K Buy
+1,117
New +$216K 0.01% 325

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

Horizon Investments's SPGI Position: Q1 2026 in Review

Horizon Investments reduced its S&P Global (SPGI) stake by 4.8% in Q1 2026, selling an estimated $482K and leaving 20,797 shares worth $8.85M. The position accounts for 0.1% of the portfolio, ranked #175.

Horizon Investments first reported a position in SPGI in Q1 2019 and has held it in 28 quarters since. The position peaked at $11.4M in Q4 2025. 2,114 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Horizon Investments held 20,797 shares of S&P Global worth $8.85M as of Q1 2026.
  • Horizon Investments sold 1,039 S&P Global shares in Q1 2026, an estimated $482K.
  • S&P Global made up 0.1% of Horizon Investments's portfolio in Q1 2026, its #175 holding.
  • Horizon Investments first reported a position in S&P Global in Q1 2019 and has held it in 28 quarters since.
  • Horizon Investments's S&P Global position peaked at $11.4M in Q4 2025.
  • 2,114 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Horizon Investments's 13F filing for Q1 2026, filed 15 May 2026.