Kovitz Investment Group Partners
SPGI icon

Kovitz Investment Group Partners’s S&P Global SPGI Stock Holding History

Kovitz Investment Group Partners’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 		$1.37M Sell
3,222
-66
-2% -$30.6K 0.03% 278
2025
Q4 		$1.72M Sell
3,288
-12,222
-79% -$6.05M 0.04% 250
2025
Q3 		$7.55M Sell
15,510
-2,712
-15% -$1.45M 0.03% 377
2025
Q2 		$9.61M Sell
18,222
-17,007
-48% -$8.49M 0.04% 318
2025
Q1 		$17.9M Buy
35,229
+2,493
+8% +$1.27M 0.09% 186
2024
Q4 		$16.3M Buy
32,736
+17,047
+109% +$8.65M 0.08% 202
2024
Q3 		$6.01M Buy
15,689
+3,073
+24% +$1.52M 0.04% 316
2024
Q2 		$5.63M Buy
12,616
+11,830
+1,505% +$5.08M 0.05% 266
2024
Q1 		$334K Buy
786
+209
+36% +$90.6K ﹤0.01% 570
2023
Q4 		$254K Buy
+577
New +$228K ﹤0.01% 376
2023
Q2 		– Sell
-774
Closed -$267K – 438
2023
Q1 		$267K Sell
774
-19
-2% -$6.69K ﹤0.01% 381
2022
Q4 		$266K Buy
+793
New +$261K 0.01% 368
2022
Q3 		– Sell
-713
Closed -$240K – 411
2022
Q2 		$240K Buy
713
+66
+10% +$23.5K 0.01% 383
2022
Q1 		$265K Buy
+647
New +$264K 0.01% 387
2020
Q4 		– Sell
-3,375
Closed -$1.22M – 426
2020
Q3 		$1.22M Buy
+3,375
New +$1.19M 0.03% 243

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

Kovitz Investment Group Partners's SPGI Position: Q1 2026 in Review

Kovitz Investment Group Partners reduced its S&P Global (SPGI) stake by 2% in Q1 2026, selling an estimated $30.6K and leaving 3,222 shares worth $1.37M. The position accounts for 0.03% of the portfolio, ranked #278.

Kovitz Investment Group Partners first reported a position in SPGI in Q3 2020 and has held it in 15 quarters since. The position peaked at $17.9M in Q1 2025. 2,114 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Kovitz Investment Group Partners held 3,222 shares of S&P Global worth $1.37M as of Q1 2026.
  • Kovitz Investment Group Partners sold 66 S&P Global shares in Q1 2026, an estimated $30.6K.
  • S&P Global made up 0.03% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #278 holding.
  • Kovitz Investment Group Partners first reported a position in S&P Global in Q3 2020 and has held it in 15 quarters since.
  • Kovitz Investment Group Partners's S&P Global position peaked at $17.9M in Q1 2025.
  • 2,114 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.