HKAM
SPGI icon

Horizon Kinetics Asset Management’s S&P Global SPGI Stock Holding History

Horizon Kinetics Asset Management’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 		$1.21M Sell
2,970
-780
-21% -$329K 0.01% 153
2026
Q1 		$1.6M Sell
3,750
-528
-12% -$245K 0.02% 135
2025
Q4 		$2.24M Sell
4,278
-3,834
-47% -$1.9M 0.03% 105
2025
Q3 		$3.95M Sell
8,112
-2,074
-20% -$1.11M 0.05% 78
2025
Q2 		$5.37M Sell
10,186
-5,384
-35% -$2.69M 0.06% 70
2025
Q1 		$7.91M Sell
15,570
-2,424
-13% -$1.24M 0.09% 58
2024
Q4 		$8.96M Sell
17,994
-471
-3% -$239K 0.11% 55
2024
Q3 		$9.54M Sell
18,465
-171
-0.9% -$84.6K 0.14% 50
2024
Q2 		$8.31M Sell
18,636
-170
-0.9% -$72.9K 0.15% 52
2024
Q1 		$8M Sell
18,806
-1,981
-10% -$859K 0.15% 54
2023
Q4 		$9.16M Sell
20,787
-5,354
-20% -$2.11M 0.19% 49
2023
Q3 		$9.55M Sell
26,141
-1,647
-6% -$648K 0.19% 50
2023
Q2 		$11.1M Sell
27,788
-264
-0.9% -$96.5K 0.24% 50
2023
Q1 		$9.67M Sell
28,052
-12,294
-30% -$4.33M 0.19% 54
2022
Q4 		$13.5M Sell
40,346
-2,608
-6% -$860K 0.22% 45
2022
Q3 		$13.1M Sell
42,954
-6,920
-14% -$2.48M 0.26% 42
2022
Q2 		$16.8M Sell
49,874
-3,126
-6% -$1.11M 0.35% 39
2022
Q1 		$21.7M Buy
53,000
+51,685
+3,930% +$21.1M 0.44% 38
2021
Q4 		$621K Hold
1,315
– – 0.01% 223
2021
Q3 		$559K Sell
1,315
-130
-9% -$56.3K 0.01% 234
2021
Q2 		$593K Hold
1,445
– – 0.01% 227
2021
Q1 		$510K Hold
1,445
– – 0.01% 240
2020
Q4 		$475K Sell
1,445
-100
-6% -$33.7K 0.02% 242
2020
Q3 		$557K Sell
1,545
-18
-1% -$6.35K 0.02% 231
2020
Q2 		$515K Sell
1,563
-1,055
-40% -$317K 0.02% 234
2020
Q1 		$642K Sell
2,618
-506
-16% -$139K 0.03% 184
2019
Q4 		$853K Hold
3,124
– – 0.02% 185
2019
Q3 		$765K Sell
3,124
-152
-5% -$38K 0.02% 197
2019
Q2 		$746K Hold
3,276
– – 0.02% 212
2019
Q1 		$690K Buy
+3,276
New +$634K 0.02% 223

Other funds holding SPGI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T 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 $52.8B AUM 12.71% 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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Horizon Kinetics Asset Management's SPGI Position: Q2 2026 in Review

Horizon Kinetics Asset Management reduced its S&P Global (SPGI) stake by 21% in Q2 2026, selling an estimated $329K and leaving 2,970 shares worth $1.21M. The position accounts for 0.01% of the portfolio, ranked #153.

Horizon Kinetics Asset Management first reported a position in SPGI in Q1 2019 and has held it in 30 quarters since. The position peaked at $21.7M in Q1 2022. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Horizon Kinetics Asset Management held 2,970 shares of S&P Global worth $1.21M as of Q2 2026.
  • Horizon Kinetics Asset Management sold 780 S&P Global shares in Q2 2026, an estimated $329K.
  • S&P Global made up 0.01% of Horizon Kinetics Asset Management's portfolio in Q2 2026, its #153 holding.
  • Horizon Kinetics Asset Management first reported a position in S&P Global in Q1 2019 and has held it in 30 quarters since.
  • Horizon Kinetics Asset Management's S&P Global position peaked at $21.7M in Q1 2022.
  • 2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Horizon Kinetics Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.