Mackenzie Financial
SPGI icon

Mackenzie Financial’s S&P Global SPGI Stock Holding History

Mackenzie Financial’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 		$295M Sell
694,600
-200,409
-22% -$93M 0.35% 66
2025
Q4 		$471M Sell
895,009
-241,597
-21% -$120M 0.56% 38
2025
Q3 		$553M Sell
1,136,606
-34,207
-3% -$18.3M 0.67% 27
2025
Q2 		$617M Buy
1,170,813
+16,498
+1% +$8.23M 0.8% 30
2025
Q1 		$587M Sell
1,154,315
-10,411
-0.9% -$5.32M 0.83% 26
2024
Q4 		$580M Sell
1,164,726
-293,001
-20% -$149M 0.79% 28
2024
Q3 		$753M Buy
1,457,727
+61,423
+4% +$30.4M 1.05% 17
2024
Q2 		$623M Buy
1,396,304
+57,159
+4% +$24.5M 0.93% 24
2024
Q1 		$570M Sell
1,339,145
-163,653
-11% -$70.9M 0.82% 34
2023
Q4 		$662M Buy
1,502,798
+294,896
+24% +$116M 1% 22
2023
Q3 		$431M Buy
1,207,902
+56,404
+5% +$22.2M 0.72% 36
2023
Q2 		$457M Buy
1,151,498
+442,956
+63% +$162M 0.69% 38
2023
Q1 		$244M Buy
708,542
+337,778
+91% +$119M 0.38% 67
2022
Q4 		$124M Sell
370,764
-26,057
-7% -$8.59M 0.21% 117
2022
Q3 		$121M Sell
396,821
-8,600
-2% -$3.08M 0.21% 119
2022
Q2 		$137M Sell
405,421
-12,659
-3% -$4.51M 0.22% 113
2022
Q1 		$171M Buy
418,080
+53,620
+15% +$21.8M 0.23% 109
2021
Q4 		$172M Buy
364,460
+14,164
+4% +$6.48M 0.23% 107
2021
Q3 		$149M Buy
350,296
+8,491
+2% +$3.68M 0.21% 116
2021
Q2 		$140M Buy
341,805
+16,681
+5% +$6.41M 0.2% 128
2021
Q1 		$115M Sell
325,124
-108,294
-25% -$36M 0.17% 135
2020
Q4 		$142M Sell
433,418
-6,577
-1% -$2.22M 0.31% 102
2020
Q3 		$159M Sell
439,995
-142,449
-24% -$50.3M 0.39% 74
2020
Q2 		$192M Sell
582,444
-47,208
-7% -$14.2M 0.51% 53
2020
Q1 		$154M Buy
629,652
+556,703
+763% +$153M 0.5% 54
2019
Q4 		$19.9M Sell
72,949
-24,880
-25% -$6.46M 0.05% 247
2019
Q3 		$24M Sell
97,829
-103,580
-51% -$25.9M 0.06% 226
2019
Q2 		$45.9M Sell
201,409
-197,323
-49% -$43.1M 0.12% 180
2019
Q1 		$84M Sell
398,732
-541,141
-58% -$105M 0.2% 117
2018
Q4 		$160M Buy
939,873
+206,851
+28% +$37.1M 0.42% 65
2018
Q3 		$143M Buy
733,022
+36,277
+5% +$7.49M 0.35% 81
2018
Q2 		$142M Buy
696,745
+126,432
+22% +$25M 0.36% 75
2018
Q1 		$109M Sell
570,313
-64,062
-10% -$11.8M 0.28% 73
2017
Q4 		$107M Buy
634,375
+301,701
+91% +$49.3M 0.26% 81
2017
Q3 		$52M Sell
332,674
-30,000
-8% -$4.56M 0.28% 104
2017
Q2 		$52.9M Buy
362,674
+83,109
+30% +$11.5M 0.29% 98
2017
Q1 		$36.5M Sell
279,565
-95,500
-25% -$11.9M 0.21% 120
2016
Q4 		$40.3M Sell
375,065
-65,000
-15% -$7.76M 0.24% 118
2016
Q3 		$55.7M Buy
440,065
+127,900
+41% +$15.4M 0.35% 81
2016
Q2 		$33.5M Buy
+312,165
New +$33.5M 0.19% 137

Other funds holding SPGI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Mackenzie Financial's SPGI Position: Q1 2026 in Review

Mackenzie Financial reduced its S&P Global (SPGI) stake by 22% in Q1 2026, selling an estimated $93M and leaving 694,600 shares worth $295M. The position accounts for 0.35% of the portfolio, ranked #66.

Mackenzie Financial first reported a position in SPGI in Q2 2016 and has held it in 40 quarters since. The position peaked at $753M in Q3 2024. 2,106 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Mackenzie Financial held 694,600 shares of S&P Global worth $295M as of Q1 2026.
  • Mackenzie Financial sold 200,409 S&P Global shares in Q1 2026, an estimated $93M.
  • S&P Global made up 0.35% of Mackenzie Financial's portfolio in Q1 2026, its #66 holding.
  • Mackenzie Financial first reported a position in S&P Global in Q2 2016 and has held it in 40 quarters since.
  • Mackenzie Financial's S&P Global position peaked at $753M in Q3 2024.
  • 2,106 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Mackenzie Financial's 13F filing for Q1 2026, filed 13 May 2026.