Pinnacle Associates
SPGI icon

Pinnacle Associates’s S&P Global SPGI Stock Holding History

Pinnacle Associates’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
Q3 		$2.18M Buy
5,532
+600
+12% +$254K 0.02% 393
2026
Q2 		$2.01M Sell
4,932
-812
-14% -$343K 0.02% 411
2026
Q1 		$2.44M Buy
5,744
+406
+8% +$188K 0.03% 368
2025
Q4 		$2.79M Buy
5,338
+232
+5% +$115K 0.04% 341
2025
Q3 		$2.48M Buy
5,106
+23
+0.5% +$12.3K 0.03% 358
2025
Q2 		$2.68M Buy
5,083
+110
+2% +$54.9K 0.04% 338
2025
Q1 		$2.53M Buy
4,973
+1,048
+27% +$535K 0.04% 338
2024
Q4 		$1.95M Buy
3,925
+1,408
+56% +$714K 0.03% 372
2024
Q3 		$1.11M Buy
2,517
+184
+8% +$91.1K 0.02% 453
2024
Q2 		$1.04M Sell
2,333
-246
-10% -$106K 0.02% 460
2024
Q1 		$1.1M Buy
2,579
+62
+2% +$26.9K 0.02% 465
2023
Q4 		$1.11M Buy
2,517
+387
+18% +$153K 0.02% 461
2023
Q3 		$778K Buy
2,130
+539
+34% +$212K 0.01% 490
2023
Q2 		$638K Buy
1,591
+19
+1% +$6.94K 0.01% 536
2023
Q1 		$542K Buy
1,572
+226
+17% +$79.5K 0.01% 504
2022
Q4 		$451K Buy
1,346
+398
+42% +$131K 0.01% 520
2022
Q3 		$289K Buy
948
+126
+15% +$45.1K 0.01% 607
2022
Q2 		$277K Buy
+822
New +$293K 0.01% 629

Other funds holding SPGI

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Pinnacle Associates's SPGI Position: Q3 2026 in Review

Pinnacle Associates increased its S&P Global (SPGI) stake by 12% in Q3 2026, buying an estimated $254K and bringing the position to 5,532 shares worth $2.18M. The position accounts for 0.02% of the portfolio, ranked #393.

Pinnacle Associates first reported a position in SPGI in Q2 2022 and has held it in 18 quarters since. The position peaked at $2.79M in Q4 2025. 1,227 funds tracked by Wall St. Rank hold SPGI as of Q3 2026.

  • Pinnacle Associates held 5,532 shares of S&P Global worth $2.18M as of Q3 2026.
  • Pinnacle Associates bought 600 S&P Global shares in Q3 2026, an estimated $254K.
  • S&P Global made up 0.02% of Pinnacle Associates's portfolio in Q3 2026, its #393 holding.
  • Pinnacle Associates first reported a position in S&P Global in Q2 2022 and has held it in 18 quarters since.
  • Pinnacle Associates's S&P Global position peaked at $2.79M in Q4 2025.
  • 1,227 funds tracked by Wall St. Rank held S&P Global as of Q3 2026.

Based on Pinnacle Associates's 13F filing for Q3 2026, filed 20 Oct 2026.