OCBV
SPGI icon

Ownership Capital B.V.’s S&P Global SPGI Stock Holding History

Ownership Capital B.V.’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
2025
Q3 		$4.61M Sell
9,479
-79,212
-89% -$42.4M 2.6% 17
2025
Q2 		$46.8M Sell
88,691
-28,154
-24% -$14.1M 2.72% 17
2025
Q1 		$59.4M Sell
116,845
-21,763
-16% -$11.1M 2.72% 16
2024
Q4 		$69M Sell
138,608
-10,112
-7% -$5.13M 2.54% 18
2024
Q3 		$76.8M Buy
+148,720
New +$73.6M 2.46% 19

Other funds holding SPGI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ownership Capital B.V.'s SPGI Position: Q3 2025 in Review

Ownership Capital B.V. reduced its S&P Global (SPGI) stake by 89% in Q3 2025, selling an estimated $42.4M and leaving 9,479 shares worth $4.61M. The position accounts for 2.6% of the portfolio, ranked #17.

Ownership Capital B.V. first reported a position in SPGI in Q3 2024 and has held it in 5 quarters since. The position peaked at $76.8M in Q3 2024. 2,052 funds tracked by Wall St. Rank hold SPGI as of Q3 2025.

  • Ownership Capital B.V. held 9,479 shares of S&P Global worth $4.61M as of Q3 2025.
  • Ownership Capital B.V. sold 79,212 S&P Global shares in Q3 2025, an estimated $42.4M.
  • S&P Global made up 2.6% of Ownership Capital B.V.'s portfolio in Q3 2025, its #17 holding.
  • Ownership Capital B.V. first reported a position in S&P Global in Q3 2024 and has held it in 5 quarters since.
  • Ownership Capital B.V.'s S&P Global position peaked at $76.8M in Q3 2024.
  • 2,052 funds tracked by Wall St. Rank held S&P Global as of Q3 2025.

Based on Ownership Capital B.V.'s 13F filing for Q3 2025, filed 3 Nov 2025.