MCM
SPGI icon

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
Q2 		$17.2M Buy
42,338
+10,268
+32% +$4.34M 0.06% 237
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 $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

MAI Capital Management's SPGI Position: Q2 2026 in Review

MAI Capital Management increased its S&P Global (SPGI) stake by 32% in Q2 2026, buying an estimated $4.34M and bringing the position to 42,338 shares worth $17.2M. The position accounts for 0.06% of the portfolio, ranked #237.

MAI Capital Management first reported a position in SPGI in Q2 2021 and has held it in 21 quarters since. 2,018 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • MAI Capital Management held 42,338 shares of S&P Global worth $17.2M as of Q2 2026.
  • MAI Capital Management bought 10,268 S&P Global shares in Q2 2026, an estimated $4.34M.
  • S&P Global made up 0.06% of MAI Capital Management's portfolio in Q2 2026, its #237 holding.
  • MAI Capital Management first reported a position in S&P Global in Q2 2021 and has held it in 21 quarters since.
  • 2,018 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.