Rockefeller Capital Management’s S&P Global SPGI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$40.7M Buy
95,710
+14,504
+18% +$6.73M 0.07% 262
2025
Q4
$42.4M Buy
81,206
+17,278
+27% +$8.55M 0.08% 242
2025
Q3
$31.1M Buy
63,928
+1,110
+2% +$594K 0.06% 290
2025
Q2
$33.1M Buy
62,818
+9,115
+17% +$4.55M 0.07% 253
2025
Q1
$27.3M Sell
53,703
-6,388
-11% -$3.26M 0.07% 273
2024
Q4
$29.9M Buy
60,091
+8,128
+16% +$4.12M 0.08% 248
2024
Q3
$26.8M Sell
51,963
-1,370
-3% -$678K 0.07% 265
2024
Q2
$23.8M Buy
53,333
+5,383
+11% +$2.31M 0.07% 275
2024
Q1
$20.4M Buy
47,950
+10,560
+28% +$4.58M 0.06% 319
2023
Q4
$16.5M Sell
37,390
-74,007
-66% -$29.2M 0.06% 333
2023
Q3
$40.7M Buy
111,397
+1,810
+2% +$712K 0.16% 151
2023
Q2
$43.9M Buy
109,587
+1,012
+0.9% +$370K 0.17% 149
2023
Q1
$37.4M Buy
108,575
+56,633
+109% +$19.9M 0.16% 146
2022
Q4
$17.4M Buy
51,942
+21,743
+72% +$7.17M 0.09% 259
2022
Q3
$9.22M Buy
30,199
+21,397
+243% +$7.66M 0.05% 374
2022
Q2
$2.97M Sell
8,802
-940
-10% -$335K 0.02% 655
2022
Q1
$4M Buy
9,742
+1,446
+17% +$589K 0.02% 593
2021
Q4
$3.92M Buy
8,296
+533
+7% +$244K 0.02% 609
2021
Q3
$3.3M Sell
7,763
-442
-5% -$192K 0.02% 607
2021
Q2
$3.37M Buy
8,205
+13
+0.2% +$5K 0.02% 569
2021
Q1
$2.89M Buy
8,192
+286
+4% +$95.2K 0.02% 486
2020
Q4
$2.6M Buy
7,906
+1,325
+20% +$447K 0.02% 452
2020
Q3
$2.37M Sell
6,581
-358
-5% -$126K 0.02% 386
2020
Q2
$2.29M Sell
6,939
-21,106
-75% -$6.35M 0.02% 374
2020
Q1
$6.87M Buy
28,045
+4,378
+18% +$1.2M 0.09% 194
2019
Q4
$6.46M Sell
23,667
-311
-1% -$80.8K 0.08% 195
2019
Q3
$5.87M Sell
23,978
-9,646
-29% -$2.41M 0.08% 176
2019
Q2
$7.66M Buy
33,624
+11,138
+50% +$2.43M 0.11% 135
2019
Q1
$4.74M Buy
22,486
+298
+1% +$57.7K 0.07% 169
2018
Q4
$3.77M Hold
22,188
0.07% 145
2018
Q3
$4.33M Sell
22,188
-29,412
-57% -$6.07M 0.07% 126
2018
Q2
$10.5M Sell
51,600
-6,880
-12% -$1.36M 0.17% 104
2018
Q1
$11.2M Buy
+58,480
New +$10.8M 0.18% 103

Other funds holding SPGI

Rockefeller Capital Management's SPGI Position: Q1 2026 in Review

Rockefeller Capital Management increased its S&P Global (SPGI) stake by 18% in Q1 2026, buying an estimated $6.73M and bringing the position to 95,710 shares worth $40.7M. The position accounts for 0.07% of the portfolio, ranked #262.

Rockefeller Capital Management first reported a position in SPGI in Q1 2018 and has held it in 33 quarters since. The position peaked at $43.9M in Q2 2023. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Rockefeller Capital Management held 95,710 shares of S&P Global worth $40.7M as of Q1 2026.
  • Rockefeller Capital Management bought 14,504 S&P Global shares in Q1 2026, an estimated $6.73M.
  • S&P Global made up 0.07% of Rockefeller Capital Management's portfolio in Q1 2026, its #262 holding.
  • Rockefeller Capital Management first reported a position in S&P Global in Q1 2018 and has held it in 33 quarters since.
  • Rockefeller Capital Management's S&P Global position peaked at $43.9M in Q2 2023.
  • 2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.