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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
2020
Q4 		– Sell
-23,100
Closed -$8.33M – 59
2020
Q3 		$8.33M Sell
23,100
-20,400
-47% -$7.2M 0.54% 46
2020
Q2 		$14.3M Sell
43,500
-1,000
-2% -$301K 0.89% 38
2020
Q1 		$10.9M Buy
+44,500
New +$12.2M 0.92% 34

Other funds holding SPGI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return

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. 1,476 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.
  • 1,476 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.