Massachusetts Financial Services
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Massachusetts Financial Services’s S&P Global SPGI Stock Holding History

Massachusetts Financial Services’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 		$101M Sell
238,892
-226
-0.1% -$105K 0.03% 361
2025
Q4 		$125M Buy
239,118
+75,200
+46% +$37.2M 0.04% 348
2025
Q3 		$79.8M Sell
163,918
-11,608
-7% -$6.22M 0.02% 399
2025
Q2 		$92.6M Buy
175,526
+129,016
+277% +$64.4M 0.03% 389
2025
Q1 		$23.6M Buy
46,510
+3,483
+8% +$1.78M 0.01% 581
2024
Q4 		$21.4M Sell
43,027
-37,678
-47% -$19.1M 0.01% 592
2024
Q3 		$41.7M Sell
80,705
-129,859
-62% -$64.3M 0.01% 493
2024
Q2 		$93.9M Sell
210,564
-3,349
-2% -$1.44M 0.03% 385
2024
Q1 		$91M Sell
213,913
-3,639
-2% -$1.58M 0.03% 395
2023
Q4 		$95.8M Sell
217,552
-29,045
-12% -$11.5M 0.03% 382
2023
Q3 		$90.1M Sell
246,597
-110,409
-31% -$43.4M 0.03% 373
2023
Q2 		$143M Sell
357,006
-8,553
-2% -$3.13M 0.05% 303
2023
Q1 		$126M Sell
365,559
-43,261
-11% -$15.2M 0.04% 325
2022
Q4 		$137M Sell
408,820
-40,402
-9% -$13.3M 0.05% 301
2022
Q3 		$137M Sell
449,222
-11,823
-3% -$4.23M 0.05% 282
2022
Q2 		$155M Sell
461,045
-3,588
-0.8% -$1.28M 0.05% 288
2022
Q1 		$191M Buy
464,633
+156,341
+51% +$63.7M 0.06% 280
2021
Q4 		$145M Buy
308,292
+5,175
+2% +$2.37M 0.04% 332
2021
Q3 		$129M Buy
303,117
+6,193
+2% +$2.68M 0.04% 343
2021
Q2 		$122M Sell
296,924
-51,819
-15% -$19.9M 0.04% 361
2021
Q1 		$123M Buy
348,743
+250,683
+256% +$83.4M 0.04% 350
2020
Q4 		$32.2M Sell
98,060
-82,943
-46% -$28M 0.01% 536
2020
Q3 		$65.3M Buy
181,003
+45,114
+33% +$15.9M 0.02% 404
2020
Q2 		$44.8M Buy
135,889
+56,294
+71% +$16.9M 0.02% 436
2020
Q1 		$19.5M Buy
+79,595
New +$21.8M 0.01% 516
2019
Q2 		– Sell
-1,787
Closed -$376K – 868
2019
Q1 		$376K Sell
1,787
-1,014
-36% -$196K ﹤0.01% 821
2018
Q4 		$476K Buy
2,801
+543
+24% +$97.3K ﹤0.01% 816
2018
Q3 		$441K Buy
+2,258
New +$466K ﹤0.01% 830
2017
Q4 		– Sell
-678,413
Closed -$106M – 869
2017
Q3 		$106M Sell
678,413
-402,191
-37% -$61.1M 0.05% 264
2017
Q2 		$158M Buy
1,080,604
+3,885
+0.4% +$539K 0.07% 211
2017
Q1 		$141M Sell
1,076,719
-852
-0.1% -$106K 0.07% 213
2016
Q4 		$116M Sell
1,077,571
-29,825
-3% -$3.56M 0.06% 238
2016
Q3 		$140M Buy
1,107,396
+10,966
+1% +$1.32M 0.07% 220
2016
Q2 		$118M Buy
+1,096,430
New +$118M 0.06% 228

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

Massachusetts Financial Services's SPGI Position: Q1 2026 in Review

Massachusetts Financial Services reduced its S&P Global (SPGI) stake by 0.09% in Q1 2026, selling an estimated $105K and leaving 238,892 shares worth $101M. The position accounts for 0.03% of the portfolio, ranked #361.

Massachusetts Financial Services first reported a position in SPGI in Q2 2016 and has held it in 34 quarters since. The position peaked at $191M in Q1 2022. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Massachusetts Financial Services held 238,892 shares of S&P Global worth $101M as of Q1 2026.
  • Massachusetts Financial Services sold 226 S&P Global shares in Q1 2026, an estimated $105K.
  • S&P Global made up 0.03% of Massachusetts Financial Services's portfolio in Q1 2026, its #361 holding.
  • Massachusetts Financial Services first reported a position in S&P Global in Q2 2016 and has held it in 34 quarters since.
  • Massachusetts Financial Services's S&P Global position peaked at $191M in Q1 2022.
  • 2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Massachusetts Financial Services's 13F filing for Q1 2026, filed 14 May 2026.