Menora Mivtachim Holdings’s S&P Global SPGI Stock Holding History

Menora Mivtachim Holdings’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	$198M	Buy	465,211 +175,500	+61%	+$81.5M	0.94%	33
2025 Q4	$151M	Buy	289,711 +65,700	+29%	+$32.5M	0.71%	47
2025 Q3	$109M	Hold	224,011	–	–	0.55%	54
2025 Q2	$118M	Hold	224,011	–	–	0.68%	45
2025 Q1	$114M	Hold	224,011	–	–	0.74%	45
2024 Q4	$112M	Sell	224,011 -161,122	-42%	-$81.8M	0.7%	46
2024 Q3	$199M	Hold	385,133	–	–	1.25%	31
2024 Q2	$172M	Buy	385,133 +9,810	+3%	+$4.21M	1.17%	28
2024 Q1	$160M	Sell	375,323 -9,014	-2%	-$3.91M	1.2%	29
2023 Q4	$169M	Hold	384,337	–	–	1.43%	28
2023 Q3	$140M	Buy	384,337 +138,050	+56%	+$54.3M	1.27%	34
2023 Q2	$98.7M	Buy	246,287 +126,597	+106%	+$46.3M	0.91%	39
2023 Q1	$41.3M	Buy	+119,690	New	+$42.1M	0.43%	52

Other funds holding SPGI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Menora Mivtachim Holdings's SPGI Position: Q1 2026 in Review

Menora Mivtachim Holdings increased its S&P Global (SPGI) stake by 61% in Q1 2026, buying an estimated $81.5M and bringing the position to 465,211 shares worth $198M. The position accounts for 0.94% of the portfolio, ranked #33.

Menora Mivtachim Holdings first reported a position in SPGI in Q1 2023 and has held it in 13 quarters since. The position peaked at $199M in Q3 2024. 2,109 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

Menora Mivtachim Holdings held 465,211 shares of S&P Global worth $198M as of Q1 2026.
Menora Mivtachim Holdings bought 175,500 S&P Global shares in Q1 2026, an estimated $81.5M.
S&P Global made up 0.94% of Menora Mivtachim Holdings's portfolio in Q1 2026, its #33 holding.
Menora Mivtachim Holdings first reported a position in S&P Global in Q1 2023 and has held it in 13 quarters since.
Menora Mivtachim Holdings's S&P Global position peaked at $199M in Q3 2024.
2,109 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Menora Mivtachim Holdings's 13F filing for Q1 2026, filed 14 May 2026.