Morgan Stanley
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Morgan Stanley’s S&P Global SPGI Stock Holding History

Morgan Stanley’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 		$3.36B Sell
7,908,180
-424,919
-5% -$197M 0.2% 79
2025
Q4 		$4.35B Buy
8,333,099
+263,051
+3% +$130M 0.26% 62
2025
Q3 		$3.93B Buy
8,070,048
+74,970
+0.9% +$40.1M 0.24% 73
2025
Q2 		$4.22B Buy
7,995,078
+132,970
+2% +$66.4M 0.27% 64
2025
Q1 		$3.99B Buy
7,862,108
+1,628,069
+26% +$832M 0.29% 57
2024
Q4 		$3.1B Sell
6,234,039
-41,627
-0.7% -$21.1M 0.22% 75
2024
Q3 		$3.24B Buy
6,275,666
+979,307
+18% +$485M 0.24% 71
2024
Q2 		$2.36B Buy
5,296,359
+55,846
+1% +$24M 0.18% 96
2024
Q1 		$2.23B Sell
5,240,513
-4,759,801
-48% -$2.06B 0.18% 107
2023
Q4 		$4.41B Buy
10,000,314
+4,341,449
+77% +$1.71B 0.19% 100
2023
Q3 		$2.07B Buy
5,658,865
+428,737
+8% +$169M 0.21% 90
2023
Q2 		$2.1B Buy
5,230,128
+153,741
+3% +$56.2M 0.21% 93
2023
Q1 		$1.75B Buy
5,076,387
+757,969
+18% +$267M 0.19% 108
2022
Q4 		$1.45B Buy
4,318,418
+1,437,116
+50% +$474M 0.16% 130
2022
Q3 		$880M Sell
2,881,302
-212,086
-7% -$75.9M 0.12% 176
2022
Q2 		$1.04B Buy
3,093,388
+546,757
+21% +$195M 0.14% 152
2022
Q1 		$1.04B Buy
2,546,631
+869,564
+52% +$354M 0.14% 157
2021
Q4 		$791M Buy
1,677,067
+53,685
+3% +$24.6M 0.1% 208
2021
Q3 		$690M Sell
1,623,382
-46
-0% -$19.9K 0.09% 206
2021
Q2 		$666M Sell
1,623,428
-80,427
-5% -$30.9M 0.09% 209
2021
Q1 		$601M Buy
1,703,855
+11,985
+0.7% +$3.99M 0.09% 209
2020
Q4 		$556M Buy
1,691,870
+431,491
+34% +$146M 0.09% 209
2020
Q3 		$454M Buy
1,260,379
+62,162
+5% +$21.9M 0.09% 207
2020
Q2 		$395M Sell
1,198,217
-8,719
-0.7% -$2.62M 0.09% 212
2020
Q1 		$296M Sell
1,206,936
-417,638
-26% -$115M 0.08% 219
2019
Q4 		$444M Sell
1,624,574
-61,853
-4% -$16.1M 0.1% 190
2019
Q3 		$413M Sell
1,686,427
-72,476
-4% -$18.1M 0.11% 184
2019
Q2 		$401M Buy
1,758,903
+206,218
+13% +$45M 0.11% 188
2019
Q1 		$327M Sell
1,552,685
-88,785
-5% -$17.2M 0.09% 229
2018
Q4 		$279M Buy
1,641,470
+30,612
+2% +$5.48M 0.08% 242
2018
Q3 		$315M Sell
1,610,858
-343,450
-18% -$70.9M 0.08% 251
2018
Q2 		$398M Sell
1,954,308
-481,931
-20% -$95.2M 0.11% 195
2018
Q1 		$465M Sell
2,436,239
-1,385,624
-36% -$256M 0.13% 158
2017
Q4 		$647M Sell
3,821,863
-2,691,216
-41% -$439M 0.18% 119
2017
Q3 		$1.02B Sell
6,513,079
-76,807
-1% -$11.7M 0.3% 61
2017
Q2 		$962M Buy
6,589,886
+320,505
+5% +$44.5M 0.29% 67
2017
Q1 		$820M Sell
6,269,381
-2,372,202
-27% -$295M 0.25% 82
2016
Q4 		$929M Buy
8,641,583
+292,400
+4% +$34.9M 0.3% 57
2016
Q3 		$1.06B Sell
8,349,183
-993,488
-11% -$119M 0.36% 43
2016
Q2 		$1B Buy
+9,342,671
New +$1B 0.36% 43

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley's SPGI Position: Q1 2026 in Review

Morgan Stanley reduced its S&P Global (SPGI) stake by 5.1% in Q1 2026, selling an estimated $197M and leaving 7,908,180 shares worth $3.36B. The position accounts for 0.2% of the portfolio, ranked #79.

Morgan Stanley first reported a position in SPGI in Q2 2016 and has held it in 40 quarters since. The position peaked at $4.41B in Q4 2023. 2,106 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Morgan Stanley held 7,908,180 shares of S&P Global worth $3.36B as of Q1 2026.
  • Morgan Stanley sold 424,919 S&P Global shares in Q1 2026, an estimated $197M.
  • S&P Global made up 0.2% of Morgan Stanley's portfolio in Q1 2026, its #79 holding.
  • Morgan Stanley first reported a position in S&P Global in Q2 2016 and has held it in 40 quarters since.
  • Morgan Stanley's S&P Global position peaked at $4.41B in Q4 2023.
  • 2,106 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.