Taylor Hoffman Capital Management
SPGI icon

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

Taylor Hoffman Capital 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
Q3 		$4.57M Buy
11,591
+863
+8% +$365K 1.14% 33
2026
Q2 		$4.37M Buy
10,728
+652
+6% +$275K 1.06% 30
2026
Q1 		$4.29M Buy
10,076
+206
+2% +$95.6K 1.32% 26
2025
Q4 		$5.16M Buy
9,870
+41
+0.4% +$20.3K 1.57% 22
2025
Q3 		$4.78M Buy
9,829
+96
+1% +$51.4K 1.51% 25
2025
Q2 		$5.13M Buy
9,733
+246
+3% +$123K 1.75% 21
2025
Q1 		$4.85M Buy
9,487
+64
+0.7% +$32.7K 1.8% 20
2024
Q4 		$4.69M Buy
9,423
+62
+0.7% +$31.5K 1.7% 21
2024
Q3 		$4.5M Buy
+9,361
New +$4.63M 1.72% 19

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

Taylor Hoffman Capital Management's SPGI Position: Q3 2026 in Review

Taylor Hoffman Capital Management increased its S&P Global (SPGI) stake by 8% in Q3 2026, buying an estimated $365K and bringing the position to 11,591 shares worth $4.57M. The position accounts for 1.14% of the portfolio, ranked #33.

Taylor Hoffman Capital Management first reported a position in SPGI in Q3 2024 and has held it in 9 quarters since. The position peaked at $5.16M in Q4 2025. 1,268 funds tracked by Wall St. Rank hold SPGI as of Q3 2026.

  • Taylor Hoffman Capital Management held 11,591 shares of S&P Global worth $4.57M as of Q3 2026.
  • Taylor Hoffman Capital Management bought 863 S&P Global shares in Q3 2026, an estimated $365K.
  • S&P Global made up 1.14% of Taylor Hoffman Capital Management's portfolio in Q3 2026, its #33 holding.
  • Taylor Hoffman Capital Management first reported a position in S&P Global in Q3 2024 and has held it in 9 quarters since.
  • Taylor Hoffman Capital Management's S&P Global position peaked at $5.16M in Q4 2025.
  • 1,268 funds tracked by Wall St. Rank held S&P Global as of Q3 2026.

Based on Taylor Hoffman Capital Management's 13F filing for Q3 2026, filed 10 Nov 2026.