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

Plato 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 		$3.96M Buy
9,773
+12
+0.1% +$5.07K 0.23% 100
2026
Q1 		$4.15M Sell
9,761
-1,599
-14% -$742K 0.28% 84
2025
Q4 		$5.97M Buy
11,360
+541
+5% +$268K 0.39% 56
2025
Q3 		$5.23M Buy
10,819
+562
+5% +$301K 0.35% 60
2025
Q2 		$5.39M Buy
10,257
+2,799
+38% +$1.4M 0.41% 49
2025
Q1 		$3.83M Buy
7,458
+72
+1% +$36.8K 0.32% 79
2024
Q4 		$3.69M Buy
7,386
+1,347
+22% +$683K 0.27% 88
2024
Q3 		$3.12M Buy
6,039
+633
+12% +$313K 0.25% 98
2024
Q2 		$2.41M Buy
5,406
+1,137
+27% +$488K 0.22% 105
2024
Q1 		$1.82M Buy
4,269
+4,184
+4,922% +$1.81M 0.19% 132
2023
Q4 		$37.4K Buy
+85
New +$33.5K 0.05% 261

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 $3.38T AUM 44.17% 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

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

Plato Investment Management increased its S&P Global (SPGI) stake by 0.12% in Q2 2026, buying an estimated $5.07K and bringing the position to 9,773 shares worth $3.96M. The position accounts for 0.23% of the portfolio, ranked #100.

Plato Investment Management first reported a position in SPGI in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.97M in Q4 2025. 2,027 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Plato Investment Management held 9,773 shares of S&P Global worth $3.96M as of Q2 2026.
  • Plato Investment Management bought 12 S&P Global shares in Q2 2026, an estimated $5.07K.
  • S&P Global made up 0.23% of Plato Investment Management's portfolio in Q2 2026, its #100 holding.
  • Plato Investment Management first reported a position in S&P Global in Q4 2023 and has held it in 11 quarters since.
  • Plato Investment Management's S&P Global position peaked at $5.97M in Q4 2025.
  • 2,027 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Plato Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.