Wellington Management Group
SPGI icon

Wellington Management Group’s S&P Global SPGI Stock Holding History

Wellington Management Group’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 		$2.58B Buy
6,062,632
+1,280,753
+27% +$595M 0.48% 39
2025
Q4 		$2.5B Sell
4,781,879
-1,449,765
-23% -$717M 0.44% 43
2025
Q3 		$3.03B Buy
6,231,644
+274,285
+5% +$147M 0.53% 34
2025
Q2 		$3.14B Sell
5,957,359
-489,434
-8% -$244M 0.57% 34
2025
Q1 		$3.28B Sell
6,446,793
-1,344,288
-17% -$687M 0.63% 36
2024
Q4 		$3.88B Sell
7,791,081
-1,077,294
-12% -$547M 0.71% 23
2024
Q3 		$4.58B Buy
8,868,375
+292,436
+3% +$145M 0.8% 17
2024
Q2 		$3.82B Buy
8,575,939
+1,570,188
+22% +$674M 0.68% 23
2024
Q1 		$2.98B Sell
7,005,751
-94,643
-1% -$41M 0.53% 41
2023
Q4 		$3.13B Sell
7,100,394
-479,549
-6% -$189M 0.58% 36
2023
Q3 		$2.77B Buy
7,579,943
+881,215
+13% +$346M 0.55% 39
2023
Q2 		$2.69B Buy
6,698,728
+1,577,012
+31% +$576M 0.51% 42
2023
Q1 		$1.77B Sell
5,121,716
-173,831
-3% -$61.2M 0.35% 72
2022
Q4 		$1.77B Sell
5,295,547
-1,377,039
-21% -$454M 0.36% 67
2022
Q3 		$2.04B Buy
6,672,586
+167,986
+3% +$60.1M 0.43% 59
2022
Q2 		$2.19B Sell
6,504,600
-1,971,609
-23% -$703M 0.44% 62
2022
Q1 		$3.48B Buy
8,476,209
+2,742,007
+48% +$1.12B 0.6% 42
2021
Q4 		$2.71B Sell
5,734,202
-184,071
-3% -$84.2M 0.43% 59
2021
Q3 		$2.51B Buy
5,918,273
+245,047
+4% +$106M 0.43% 57
2021
Q2 		$2.33B Buy
5,673,226
+555,664
+11% +$214M 0.39% 67
2021
Q1 		$1.81B Buy
5,117,562
+3,671,382
+254% +$1.22B 0.32% 79
2020
Q4 		$475M Buy
1,446,180
+548,523
+61% +$185M 0.09% 223
2020
Q3 		$324M Sell
897,657
-1,067
-0.1% -$376K 0.07% 253
2020
Q2 		$296M Buy
898,724
+159,647
+22% +$48M 0.07% 256
2020
Q1 		$181M Sell
739,077
-33,932
-4% -$9.31M 0.05% 324
2019
Q4 		$211M Sell
773,009
-795,857
-51% -$207M 0.04% 392
2019
Q3 		$384M Buy
1,568,866
+224,958
+17% +$56.2M 0.09% 233
2019
Q2 		$306M Sell
1,343,908
-35,764
-3% -$7.81M 0.07% 272
2019
Q1 		$290M Buy
1,379,672
+1,943
+0.1% +$376K 0.07% 287
2018
Q4 		$234M Buy
1,377,729
+402,840
+41% +$72.2M 0.06% 301
2018
Q3 		$190M Buy
974,889
+89,575
+10% +$18.5M 0.04% 397
2018
Q2 		$181M Buy
885,314
+251,007
+40% +$49.6M 0.04% 401
2018
Q1 		$121M Buy
634,307
+625,705
+7,274% +$115M 0.03% 518
2017
Q4 		$1.46M Sell
8,602
-9,941
-54% -$1.62M ﹤0.01% 1815
2017
Q3 		$2.9M Sell
18,543
-2,549
-12% -$387K ﹤0.01% 1624
2017
Q2 		$3.08M Sell
21,092
-5,579
-21% -$775K ﹤0.01% 1582
2017
Q1 		$3.49M Sell
26,671
-426,552
-94% -$53M ﹤0.01% 1577
2016
Q4 		$48.7M Sell
453,223
-4,392,536
-91% -$525M 0.01% 720
2016
Q3 		$613M Buy
4,845,759
+660,468
+16% +$79.3M 0.15% 143
2016
Q2 		$449M Buy
+4,185,291
New +$449M 0.12% 187

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group's SPGI Position: Q1 2026 in Review

Wellington Management Group increased its S&P Global (SPGI) stake by 27% in Q1 2026, buying an estimated $595M and bringing the position to 6,062,632 shares worth $2.58B. The position accounts for 0.48% of the portfolio, ranked #39.

Wellington Management Group first reported a position in SPGI in Q2 2016 and has held it in 40 quarters since. The position peaked at $4.58B in Q3 2024. 2,106 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Wellington Management Group held 6,062,632 shares of S&P Global worth $2.58B as of Q1 2026.
  • Wellington Management Group bought 1,280,753 S&P Global shares in Q1 2026, an estimated $595M.
  • S&P Global made up 0.48% of Wellington Management Group's portfolio in Q1 2026, its #39 holding.
  • Wellington Management Group first reported a position in S&P Global in Q2 2016 and has held it in 40 quarters since.
  • Wellington Management Group's S&P Global position peaked at $4.58B in Q3 2024.
  • 2,106 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Wellington Management Group's 13F filing for Q1 2026, filed 15 May 2026.