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NEOS Investment Management’s S&P Global SPGI Stock Holding History

NEOS Investment 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 		$20.2M Buy
49,481
+5,543
+13% +$2.34M 0.07% 187
2026
Q1 		$18.7M Sell
43,938
-1,609
-4% -$747K 0.09% 164
2025
Q4 		$23.8M Buy
45,547
+3,411
+8% +$1.69M 0.14% 126
2025
Q3 		$20.5M Buy
42,136
+13,354
+46% +$7.15M 0.15% 123
2025
Q2 		$15.2M Buy
28,782
+4,065
+16% +$2.03M 0.19% 105
2025
Q1 		$12.6M Buy
24,717
+6,513
+36% +$3.33M 0.24% 84
2024
Q4 		$9.07M Buy
18,204
+4,569
+34% +$2.32M 0.21% 92
2024
Q3 		$7.04M Buy
13,635
+2,726
+25% +$1.35M 0.21% 95
2024
Q2 		$4.87M Buy
10,909
+3,066
+39% +$1.32M 0.2% 93
2024
Q1 		$3.34M Buy
7,843
+2,768
+55% +$1.2M 0.21% 95
2023
Q4 		$2.24M Buy
5,075
+1,233
+32% +$487K 0.21% 97
2023
Q3 		$1.4M Buy
+3,842
New +$1.51M 0.18% 118

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

NEOS Investment Management's SPGI Position: Q2 2026 in Review

NEOS Investment Management increased its S&P Global (SPGI) stake by 13% in Q2 2026, buying an estimated $2.34M and bringing the position to 49,481 shares worth $20.2M. The position accounts for 0.07% of the portfolio, ranked #187.

NEOS Investment Management first reported a position in SPGI in Q3 2023 and has held it in 12 quarters since. The position peaked at $23.8M in Q4 2025. 2,023 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • NEOS Investment Management held 49,481 shares of S&P Global worth $20.2M as of Q2 2026.
  • NEOS Investment Management bought 5,543 S&P Global shares in Q2 2026, an estimated $2.34M.
  • S&P Global made up 0.07% of NEOS Investment Management's portfolio in Q2 2026, its #187 holding.
  • NEOS Investment Management first reported a position in S&P Global in Q3 2023 and has held it in 12 quarters since.
  • NEOS Investment Management's S&P Global position peaked at $23.8M in Q4 2025.
  • 2,023 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on NEOS Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.