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LB Partners’s S&P Global SPGI Stock Holding History

LB 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
Q3 		$296K Hold
750
– – 0.19% 29
2026
Q2 		$305K Hold
750
– – 0.21% 27
2026
Q1 		$319K Hold
750
– – 0.29% 30
2025
Q4 		$392K Hold
750
– – 0.36% 22
2025
Q3 		$365K Hold
750
– – 0.23% 25
2025
Q2 		$395K Hold
750
– – 0.25% 19
2025
Q1 		$382K Hold
750
– – 0.28% 18
2024
Q4 		$374K Hold
750
– – 0.28% 18
2024
Q3 		$387K Hold
750
– – 0.34% 17
2024
Q2 		$334K Hold
750
– – 0.28% 22
2024
Q1 		$319K Hold
750
– – 0.33% 19
2023
Q4 		$330K Buy
+750
New +$296K 0.36% 22

Other funds holding SPGI

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Rothschild & Co Wealth Management (UK)
Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

LB Partners's SPGI Position: Q3 2026 in Review

LB Partners held its S&P Global (SPGI) position steady in Q3 2026 at 750 shares worth $296K. The position accounts for 0.19% of the portfolio, ranked #29.

LB Partners first reported a position in SPGI in Q4 2023 and has held it in 12 quarters since. The position peaked at $395K in Q2 2025. 1,075 funds tracked by Wall St. Rank hold SPGI as of Q3 2026.

  • LB Partners held 750 shares of S&P Global worth $296K as of Q3 2026.
  • LB Partners left its S&P Global share count unchanged in Q3 2026.
  • S&P Global made up 0.19% of LB Partners's portfolio in Q3 2026, its #29 holding.
  • LB Partners first reported a position in S&P Global in Q4 2023 and has held it in 12 quarters since.
  • LB Partners's S&P Global position peaked at $395K in Q2 2025.
  • 1,075 funds tracked by Wall St. Rank held S&P Global as of Q3 2026.

Based on LB Partners's 13F filing for Q3 2026, filed 5 Nov 2026.