MCM
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MAI Capital Management’s S&P Global SPGI Stock Holding History

MAI Capital Management’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 		$13.6M Buy
32,070
+585
+2% +$272K 0.08% 226
2025
Q4 		$16.5M Buy
31,485
+16,368
+108% +$8.1M 0.09% 182
2025
Q3 		$7.36M Buy
15,117
+2,599
+21% +$1.39M 0.05% 301
2025
Q2 		$6.6M Buy
12,518
+773
+7% +$386K 0.05% 295
2025
Q1 		$5.97M Sell
11,745
-493
-4% -$252K 0.05% 299
2024
Q4 		$6.1M Buy
12,238
+633
+5% +$321K 0.05% 298
2024
Q3 		$6M Sell
11,605
-1,829
-14% -$905K 0.06% 229
2024
Q2 		$5.99M Buy
13,434
+47
+0.4% +$20.2K 0.06% 235
2024
Q1 		$5.7M Buy
13,387
+10,203
+320% +$4.42M 0.06% 234
2023
Q4 		$1.4M Buy
3,184
+45
+1% +$17.8K 0.02% 390
2023
Q3 		$1.15M Buy
3,139
+90
+3% +$35.4K 0.02% 403
2023
Q2 		$1.22M Sell
3,049
-8
-0.3% -$2.92K 0.02% 395
2023
Q1 		$1.05M Sell
3,057
-458
-13% -$161K 0.02% 413
2022
Q4 		$1.18M Buy
3,515
+494
+16% +$163K 0.02% 375
2022
Q3 		$922K Buy
3,021
+1,835
+155% +$656K 0.02% 390
2022
Q2 		$400K Sell
1,186
-503
-30% -$179K 0.01% 612
2022
Q1 		$693K Buy
1,689
+102
+6% +$41.5K 0.01% 475
2021
Q4 		$749K Buy
1,587
+502
+46% +$230K 0.01% 468
2021
Q3 		$461K Buy
1,085
+6
+0.6% +$2.6K 0.01% 532
2021
Q2 		$443K Buy
+1,079
New +$415K 0.01% 516

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

MAI Capital Management's SPGI Position: Q1 2026 in Review

MAI Capital Management increased its S&P Global (SPGI) stake by 1.9% in Q1 2026, buying an estimated $272K and bringing the position to 32,070 shares worth $13.6M. The position accounts for 0.08% of the portfolio, ranked #226.

MAI Capital Management first reported a position in SPGI in Q2 2021 and has held it in 20 quarters since. The position peaked at $16.5M in Q4 2025. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • MAI Capital Management held 32,070 shares of S&P Global worth $13.6M as of Q1 2026.
  • MAI Capital Management bought 585 S&P Global shares in Q1 2026, an estimated $272K.
  • S&P Global made up 0.08% of MAI Capital Management's portfolio in Q1 2026, its #226 holding.
  • MAI Capital Management first reported a position in S&P Global in Q2 2021 and has held it in 20 quarters since.
  • MAI Capital Management's S&P Global position peaked at $16.5M in Q4 2025.
  • 2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on MAI Capital Management's 13F filing for Q1 2026, filed 15 May 2026.