Nisa Investment Advisors
SPGI icon

Nisa Investment Advisors’s S&P Global SPGI Stock Holding History

Nisa Investment Advisors’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 		$28.3M Sell
66,460
-120,021
-64% -$55.7M 0.1% 123
2025
Q4 		$97.5M Buy
186,481
+3,009
+2% +$1.49M 0.32% 29
2025
Q3 		$89.3M Sell
183,472
-5,450
-3% -$2.92M 0.34% 29
2025
Q2 		$99.6M Buy
188,922
+108,546
+135% +$54.2M 0.45% 29
2025
Q1 		$40.8M Sell
80,376
-414
-0.5% -$212K 0.2% 84
2024
Q4 		$40.2M Buy
80,790
+92
+0.1% +$46.7K 0.16% 103
2024
Q3 		$41.7M Sell
80,698
-3,468
-4% -$1.72M 0.25% 82
2024
Q2 		$37.5M Sell
84,166
-4,093
-5% -$1.76M 0.24% 79
2024
Q1 		$37.5M Sell
88,259
-3,320
-4% -$1.44M 0.24% 87
2023
Q4 		$40.3M Buy
91,579
+1,231
+1% +$486K 0.29% 71
2023
Q3 		$33M Sell
90,348
-133
-0.1% -$52.3K 0.25% 81
2023
Q2 		$36.3M Buy
90,481
+2,903
+3% +$1.06M 0.27% 80
2023
Q1 		$30.2M Sell
87,578
-4,357
-5% -$1.53M 0.24% 96
2022
Q4 		$30.8M Buy
91,935
+1,091
+1% +$360K 0.24% 96
2022
Q3 		$27.8M Sell
90,844
-3,789
-4% -$1.36M 0.24% 90
2022
Q2 		$31.9M Buy
94,633
+3,278
+4% +$1.17M 0.28% 76
2022
Q1 		$37.5M Buy
91,355
+27,986
+44% +$11.4M 0.26% 83
2021
Q4 		$26.3M Sell
63,369
-18,657
-23% -$8.53M 0.2% 119
2021
Q3 		$34.9K Sell
82,026
-5,747
-7% -$2.49M 0.21% 97
2021
Q2 		$36K Sell
87,773
-20,815
-19% -$8M 0.22% 89
2021
Q1 		$38.3K Buy
108,588
+1,480
+1% +$493K 0.24% 84
2020
Q4 		$35.2M Buy
107,108
+19,212
+22% +$6.48M 0.23% 102
2020
Q3 		$31.7M Buy
87,896
+5,133
+6% +$1.81M 0.26% 85
2020
Q2 		$27.3M Sell
82,763
-5,866
-7% -$1.76M 0.25% 88
2020
Q1 		$21.7M Buy
88,629
+2,720
+3% +$746K 0.24% 97
2019
Q4 		$23.5M Buy
85,909
+99
+0.1% +$25.7K 0.2% 113
2019
Q3 		$21M Buy
85,810
+4,525
+6% +$1.13M 0.19% 120
2019
Q2 		$18.5M Buy
81,285
+2,406
+3% +$526K 0.18% 124
2019
Q1 		$16.6M Sell
78,879
-900
-1% -$174K 0.16% 139
2018
Q4 		$13.6M Sell
79,779
-21,710
-21% -$3.89M 0.15% 149
2018
Q3 		$19.8M Buy
101,489
+18,919
+23% +$3.91M 0.18% 128
2018
Q2 		$16.8M Sell
82,570
-3,552
-4% -$702K 0.17% 134
2018
Q1 		$16.5M Buy
86,122
+4,752
+6% +$877K 0.17% 136
2017
Q4 		$13.8M Sell
81,370
-900
-1% -$147K 0.14% 161
2017
Q3 		$12.9M Buy
82,270
+9,089
+12% +$1.38M 0.14% 160
2017
Q2 		$10.7M Sell
73,181
-2,584
-3% -$359K 0.13% 180
2017
Q1 		$9.91M Sell
75,765
-5,676
-7% -$706K 0.12% 194
2016
Q4 		$8.76M Buy
81,441
+456
+0.6% +$54.5K 0.11% 206
2016
Q3 		$10.2M Buy
80,985
+9,564
+13% +$1.15M 0.13% 182
2016
Q2 		$7.66M Buy
+71,421
New +$7.66M 0.1% 220

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

Nisa Investment Advisors's SPGI Position: Q1 2026 in Review

Nisa Investment Advisors reduced its S&P Global (SPGI) stake by 64% in Q1 2026, selling an estimated $55.7M and leaving 66,460 shares worth $28.3M. The position accounts for 0.1% of the portfolio, ranked #123.

Nisa Investment Advisors first reported a position in SPGI in Q2 2016 and has held it in 40 quarters since. The position peaked at $99.6M in Q2 2025. 2,106 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Nisa Investment Advisors held 66,460 shares of S&P Global worth $28.3M as of Q1 2026.
  • Nisa Investment Advisors sold 120,021 S&P Global shares in Q1 2026, an estimated $55.7M.
  • S&P Global made up 0.1% of Nisa Investment Advisors's portfolio in Q1 2026, its #123 holding.
  • Nisa Investment Advisors first reported a position in S&P Global in Q2 2016 and has held it in 40 quarters since.
  • Nisa Investment Advisors's S&P Global position peaked at $99.6M in Q2 2025.
  • 2,106 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Nisa Investment Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.