Marshall Wace
SPGI icon

Marshall Wace’s S&P Global SPGI Stock Holding History

Marshall Wace’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 		$9.39M Sell
22,083
-96,779
-81% -$44.9M 0.01% 1008
2025
Q4 		$62.1M Buy
118,862
+17,769
+18% +$8.79M 0.06% 294
2025
Q3 		$49.2M Sell
101,093
-59,124
-37% -$31.7M 0.05% 324
2025
Q2 		$84.5M Sell
160,217
-43,469
-21% -$21.7M 0.1% 199
2025
Q1 		$103M Buy
203,686
+6,416
+3% +$3.28M 0.13% 133
2024
Q4 		$98.2M Buy
197,270
+92,650
+89% +$47M 0.12% 154
2024
Q3 		$54M Sell
104,620
-284,688
-73% -$141M 0.07% 259
2024
Q2 		$174M Buy
389,308
+87,301
+29% +$37.5M 0.23% 70
2024
Q1 		$128M Buy
302,007
+182,909
+154% +$79.3M 0.2% 97
2023
Q4 		$52.5M Buy
119,098
+50,663
+74% +$20M 0.09% 224
2023
Q3 		$25M Sell
68,435
-409,226
-86% -$161M 0.05% 367
2023
Q2 		$191M Sell
477,661
-226,441
-32% -$82.7M 0.37% 43
2023
Q1 		$243M Buy
704,102
+193,435
+38% +$68.1M 0.52% 29
2022
Q4 		$171M Buy
510,667
+305,362
+149% +$101M 0.38% 46
2022
Q3 		$62.7M Sell
205,305
-177,823
-46% -$63.6M 0.14% 151
2022
Q2 		$129M Sell
383,128
-1,158,172
-75% -$413M 0.27% 75
2022
Q1 		$632M Buy
1,541,300
+664,425
+76% +$271M 1.2% 5
2021
Q4 		$414M Buy
876,875
+700,082
+396% +$320M 0.76% 13
2021
Q3 		$75.1M Buy
176,793
+101,370
+134% +$43.9M 0.31% 44
2021
Q2 		$31M Sell
75,423
-40,139
-35% -$15.4M 0.14% 151
2021
Q1 		$40.8M Buy
115,562
+8,621
+8% +$2.87M 0.19% 107
2020
Q4 		$35.2M Sell
106,941
-1,447
-1% -$488K 0.19% 112
2020
Q3 		$39.1M Buy
108,388
+107,115
+8,414% +$37.8M 0.25% 88
2020
Q2 		$419K Buy
1,273
+619
+95% +$186K ﹤0.01% 1249
2020
Q1 		$160K Sell
654
-11,634
-95% -$3.19M ﹤0.01% 1224
2019
Q4 		$3.35M Sell
12,288
-68,925
-85% -$17.9M 0.02% 659
2019
Q3 		$19.9M Sell
81,213
-246,267
-75% -$61.6M 0.16% 152
2019
Q2 		$74.6M Buy
327,480
+28,177
+9% +$6.15M 0.61% 18
2019
Q1 		$63M Sell
299,303
-98,332
-25% -$19M 0.59% 19
2018
Q4 		$67.6M Sell
397,635
-332,825
-46% -$59.6M 0.69% 14
2018
Q3 		$143M Buy
730,460
+340,660
+87% +$70.3M 1.21% 6
2018
Q2 		$79.5M Buy
389,800
+380,258
+3,985% +$75.1M 1.19% 7
2018
Q1 		$1.82M Sell
9,542
-19,082
-67% -$3.52M 0.08% 202
2017
Q4 		$4.85M Buy
28,624
+20,590
+256% +$3.36M 0.2% 116
2017
Q3 		$1.25M Sell
8,034
-19,887
-71% -$3.02M 0.06% 200
2017
Q2 		$4.08M Sell
27,921
-38,791
-58% -$5.39M 0.18% 105
2017
Q1 		$8.74M Sell
66,712
-1,310,879
-95% -$163M 0.42% 62
2016
Q4 		$148M Buy
1,377,591
+5,563
+0.4% +$665K 0.97% 10
2016
Q3 		$174M Sell
1,372,028
-43,722
-3% -$5.25M 1.23% 9
2016
Q2 		$152M Buy
+1,415,750
New +$152M 1.28% 8

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

Marshall Wace's SPGI Position: Q1 2026 in Review

Marshall Wace reduced its S&P Global (SPGI) stake by 81% in Q1 2026, selling an estimated $44.9M and leaving 22,083 shares worth $9.39M. The position accounts for 0.01% of the portfolio, ranked #1008.

Marshall Wace first reported a position in SPGI in Q2 2016 and has held it in 40 quarters since. The position peaked at $632M in Q1 2022. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Marshall Wace held 22,083 shares of S&P Global worth $9.39M as of Q1 2026.
  • Marshall Wace sold 96,779 S&P Global shares in Q1 2026, an estimated $44.9M.
  • S&P Global made up 0.01% of Marshall Wace's portfolio in Q1 2026, its #1008 holding.
  • Marshall Wace first reported a position in S&P Global in Q2 2016 and has held it in 40 quarters since.
  • Marshall Wace's S&P Global position peaked at $632M in Q1 2022.
  • 2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.