WIC
SPGI icon

Willis Investment Counsel’s S&P Global SPGI Stock Holding History

Willis Investment Counsel’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 		$6.82M Buy
16,757
+3,012
+22% +$1.27M 0.33% 75
2026
Q1 		$5.85M Buy
+13,745
New +$6.38M 0.32% 68

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 $3.37T AUM 44.26% 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

Willis Investment Counsel's SPGI Position: Q2 2026 in Review

Willis Investment Counsel increased its S&P Global (SPGI) stake by 22% in Q2 2026, buying an estimated $1.27M and bringing the position to 16,757 shares worth $6.82M. The position accounts for 0.33% of the portfolio, ranked #75.

Willis Investment Counsel first reported a position in SPGI in Q1 2026 and has held it in 2 quarters since. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Willis Investment Counsel held 16,757 shares of S&P Global worth $6.82M as of Q2 2026.
  • Willis Investment Counsel bought 3,012 S&P Global shares in Q2 2026, an estimated $1.27M.
  • S&P Global made up 0.33% of Willis Investment Counsel's portfolio in Q2 2026, its #75 holding.
  • Willis Investment Counsel first reported a position in S&P Global in Q1 2026 and has held it in 2 quarters since.
  • 2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Willis Investment Counsel's 13F filing for Q2 2026, filed 3 Aug 2026.