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Locust Wood Capital Advisers’s S&P Global SPGI Stock Holding History

Locust Wood Capital Advisers’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 		$187M Buy
458,435
+82,259
+22% +$34.7M 4.5% 8
2026
Q1 		$160M Buy
376,176
+64,244
+21% +$29.8M 4.05% 10
2025
Q4 		$163M Buy
311,932
+25,699
+9% +$12.7M 3.94% 9
2025
Q3 		$139M Buy
286,233
+63,685
+29% +$34.1M 3.48% 11
2025
Q2 		$117M Buy
222,548
+31,139
+16% +$15.5M 3.13% 13
2025
Q1 		$97.3M Buy
191,409
+21,382
+13% +$10.9M 3.08% 15
2024
Q4 		$84.7M Sell
170,027
-6,077
-3% -$3.08M 2.92% 18
2024
Q3 		$91M Sell
176,104
-48,268
-22% -$23.9M 3.04% 17
2024
Q2 		$100M Buy
224,372
+12,458
+6% +$5.34M 3.58% 12
2024
Q1 		$90.2M Sell
211,914
-36,019
-15% -$15.6M 3.23% 15
2023
Q4 		$109M Buy
247,933
+5,603
+2% +$2.21M 4.15% 7
2023
Q3 		$88.5M Buy
242,330
+25,445
+12% +$10M 3.77% 10
2023
Q2 		$86.9M Buy
216,885
+8,386
+4% +$3.06M 4.04% 6
2023
Q1 		$71.9M Sell
208,499
-37,809
-15% -$13.3M 4.21% 5
2022
Q4 		$82.5M Buy
246,308
+20,650
+9% +$6.81M 4.63% 3
2022
Q3 		$68.9M Buy
225,658
+6,920
+3% +$2.48M 4.75% 3
2022
Q2 		$73.7M Buy
218,738
+74,369
+52% +$26.5M 4.56% 4
2022
Q1 		$59.2M Buy
144,369
+40,841
+39% +$16.6M 3.25% 11
2021
Q4 		$48.9M Buy
103,528
+1,763
+2% +$806K 2.44% 21
2021
Q3 		$43.2M Sell
101,765
-10,263
-9% -$4.45M 2.35% 23
2021
Q2 		$46M Sell
112,028
-3,550
-3% -$1.36M 2.64% 19
2021
Q1 		$40.8M Buy
115,578
+20,016
+21% +$6.66M 2.4% 24
2020
Q4 		$31.4M Buy
95,562
+9,850
+11% +$3.32M 1.79% 22
2020
Q3 		$30.9M Sell
85,712
-29,335
-25% -$10.3M 1.99% 21
2020
Q2 		$37.9M Sell
115,047
-13,493
-10% -$4.06M 2.35% 14
2020
Q1 		$31.5M Buy
128,540
+76,805
+148% +$21.1M 2.66% 14
2019
Q4 		$14.1M Buy
+51,735
New +$13.4M 1.05% 34
2019
Q3 		– Sell
-28,565
Closed -$6.51M – 54
2019
Q2 		$6.51M Buy
+28,565
New +$6.24M 0.48% 46

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

Locust Wood Capital Advisers's SPGI Position: Q2 2026 in Review

Locust Wood Capital Advisers increased its S&P Global (SPGI) stake by 22% in Q2 2026, buying an estimated $34.7M and bringing the position to 458,435 shares worth $187M. The position accounts for 4.5% of the portfolio, ranked #8.

Locust Wood Capital Advisers first reported a position in SPGI in Q2 2019 and has held it in 28 quarters since. 2,004 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Locust Wood Capital Advisers held 458,435 shares of S&P Global worth $187M as of Q2 2026.
  • Locust Wood Capital Advisers bought 82,259 S&P Global shares in Q2 2026, an estimated $34.7M.
  • S&P Global made up 4.5% of Locust Wood Capital Advisers's portfolio in Q2 2026, its #8 holding.
  • Locust Wood Capital Advisers first reported a position in S&P Global in Q2 2019 and has held it in 28 quarters since.
  • 2,004 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Locust Wood Capital Advisers's 13F filing for Q2 2026, filed 10 Aug 2026.