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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
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

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

Pinnacle Associates's SPGI Position: Q1 2026 in Review

Pinnacle Associates increased its S&P Global (SPGI) stake by 7.6% in Q1 2026, buying an estimated $188K and bringing the position to 5,744 shares worth $2.44M. The position accounts for 0.03% of the portfolio, ranked #368.

Pinnacle Associates first reported a position in SPGI in Q2 2022 and has held it in 16 quarters since. The position peaked at $2.79M in Q4 2025. 2,108 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Pinnacle Associates held 5,744 shares of S&P Global worth $2.44M as of Q1 2026.
  • Pinnacle Associates bought 406 S&P Global shares in Q1 2026, an estimated $188K.
  • S&P Global made up 0.03% of Pinnacle Associates's portfolio in Q1 2026, its #368 holding.
  • Pinnacle Associates first reported a position in S&P Global in Q2 2022 and has held it in 16 quarters since.
  • Pinnacle Associates's S&P Global position peaked at $2.79M in Q4 2025.
  • 2,108 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Pinnacle Associates's 13F filing for Q1 2026, filed 22 Apr 2026.