IGM
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Incline Global Management’s S&P Global SPGI Stock Holding History

Incline Global 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
Q1 		– Sell
-26,745
Closed -$14M – 31
2025
Q4 		$14M Buy
26,745
+16,852
+170% +$8.34M 4.78% 8
2025
Q3 		$4.82M Buy
+9,893
New +$5.3M 1.43% 25
2023
Q2 		– Sell
-52,860
Closed -$18.2M – 27
2023
Q1 		$18.2M Buy
52,860
+37,875
+253% +$13.3M 5.24% 12
2022
Q4 		$5.02M Buy
+14,985
New +$4.94M 1.85% 16
2021
Q4 		– Sell
-11,405
Closed -$4.85M – 27
2021
Q3 		$4.85M Sell
11,405
-93,122
-89% -$40.4M 0.68% 18
2021
Q2 		$42.9M Buy
104,527
+25,175
+32% +$9.68M 4.81% 14
2021
Q1 		$28M Sell
79,352
-47,122
-37% -$15.7M 5.66% 11
2020
Q4 		$41.6M Buy
+126,474
New +$42.7M 7.64% 2
2019
Q1 		– Sell
-212,056
Closed -$36M – 31
2018
Q4 		$36M Buy
212,056
+63,873
+43% +$11.4M 6.99% 8
2018
Q3 		$29M Buy
148,183
+9,272
+7% +$1.91M 2.07% 23
2018
Q2 		$28.3M Sell
138,911
-142,370
-51% -$28.1M 1.77% 27
2018
Q1 		$53.7M Sell
281,281
-84,274
-23% -$15.6M 2.91% 18
2017
Q4 		$61.9M Buy
365,555
+32,674
+10% +$5.33M 3.44% 8
2017
Q3 		$52M Buy
332,881
+102,700
+45% +$15.6M 4.3% 8
2017
Q2 		$33.6M Buy
+230,181
New +$32M 2.74% 19

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

Incline Global Management's SPGI Position: Q1 2026 in Review

Incline Global Management sold out of S&P Global (SPGI) in Q1 2026, closing a stake of 26,745 shares — an estimated $14M sold.

Incline Global Management first reported a position in SPGI in Q2 2017 and held it in 15 quarters. The position peaked at $61.9M in Q4 2017. 2,114 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Incline Global Management reported no remaining S&P Global position as of Q1 2026 after selling out during the quarter.
  • Incline Global Management sold 26,745 S&P Global shares in Q1 2026, an estimated $14M.
  • Incline Global Management first reported a position in S&P Global in Q2 2017 and held it in 15 quarters.
  • Incline Global Management's S&P Global position peaked at $61.9M in Q4 2017.
  • 2,114 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Incline Global Management's 13F filing for Q1 2026, filed 15 May 2026.