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

LMR 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 Q2	$353K	Buy	+867	New	+$366K	﹤0.01%	1236
2023 Q4	–	Sell	-14,495	Closed	-$5.72M	–	1121
2023 Q3	$5.3M	Sell	14,495 -84,978	-85%	-$33.4M	0.06%	247
2023 Q2	$39.9M	Buy	99,473 +38,450	+63%	+$14M	0.44%	52
2023 Q1	$21M	Sell	61,023 -30,413	-33%	-$10.7M	0.33%	82
2022 Q4	$30.6M	Buy	91,436 +47,781	+109%	+$15.8M	0.53%	35
2022 Q3	$13.3M	Buy	+43,655	New	+$15.6M	0.25%	88
2022 Q2	–	Sell	-79,156	Closed	-$32.5M	–	1454
2022 Q1	$32.5M	Buy	+79,156	New	+$32.2M	0.38%	50
2020 Q3	–	Sell	-31,632	Closed	-$10.4M	–	614
2020 Q2	$10.4M	Buy	+31,632	New	+$9.51M	0.26%	64
2020 Q1	–	Sell	-4,320	Closed	-$1.18M	–	422
2019 Q4	$1.18M	Buy	+4,320	New	+$1.12M	﹤0.01%	192
2019 Q3	–	Sell	-5,465	Closed	-$1.25M	–	505
2019 Q2	$1.25M	Buy	+5,465	New	+$1.19M	0.05%	200
2018 Q3	–	Sell	-6,985	Closed	-$1.42M	–	486
2018 Q2	$1.42M	Sell	6,985 -11,280	-62%	-$2.23M	0.07%	145
2018 Q1	$3.09M	Hold	18,265	–	–	0.32%	55
2017 Q4	$3.09M	Buy	18,265 +10,247	+128%	+$1.67M	0.32%	55
2017 Q3	$1.25M	Sell	8,018 -364	-4%	-$55.3K	0.14%	86
2017 Q2	$1.22M	Buy	+8,382	New	+$1.16M	0.08%	268

Other funds holding SPGI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

LMR Partners's SPGI Position: Q2 2026 in Review

LMR Partners opened a new position in S&P Global (SPGI) in Q2 2026: 867 shares worth $353K. The stake represents ﹤0.01% of the portfolio and ranks #1236 among its holdings. This is a return to the name: LMR Partners previously reported a position in SPGI as recently as Q3 2023.

LMR Partners first reported a position in SPGI in Q2 2017 and has held it in 15 quarters since. The position peaked at $39.9M in Q2 2023. 2,018 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

LMR Partners held 867 shares of S&P Global worth $353K as of Q2 2026.
S&P Global was a new LMR Partners position in Q2 2026.
S&P Global made up ﹤0.01% of LMR Partners's portfolio in Q2 2026, its #1236 holding.
LMR Partners first reported a position in S&P Global in Q2 2017 and has held it in 15 quarters since.
LMR Partners's S&P Global position peaked at $39.9M in Q2 2023.
2,018 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on LMR Partners's 13F filing for Q2 2026, filed 14 Aug 2026.