WorldQuant Millennium Advisors’s S&P Global SPGI Stock Holding History

WorldQuant Millennium Advisors’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	$89.9M	Buy	211,395 +129,103	+157%	+$59.9M	0.35%	78
2025 Q4	$43M	Buy	+82,292	New	+$40.7M	0.17%	147
2025 Q3	–	Sell	-139,010	Closed	-$73.3M	–	604
2025 Q2	$73.3M	Sell	139,010 -71,740	-34%	-$35.8M	0.36%	71
2025 Q1	$107M	Buy	210,750 +108,258	+106%	+$55.3M	0.67%	36
2024 Q4	$51M	Buy	102,492 +74,611	+268%	+$37.9M	0.33%	86
2024 Q3	$14.4M	Sell	27,881 -104,132	-79%	-$51.5M	0.11%	203
2024 Q2	$58.9M	Buy	132,013 +32,222	+32%	+$13.8M	0.54%	44
2024 Q1	$42.5M	Buy	99,791 +92,089	+1,196%	+$39.9M	0.52%	55
2023 Q4	$3.39M	Buy	+7,702	New	+$3.04M	0.05%	248
2022 Q2	–	Sell	-68,762	Closed	-$28.2M	–	349
2022 Q1	$28.2M	Sell	68,762 -43,370	-39%	-$17.7M	0.69%	29
2021 Q4	$52.9M	Sell	112,132 -2,512	-2%	-$1.15M	1.05%	13
2021 Q3	$48.7M	Buy	+114,644	New	+$49.7M	1.07%	13
2021 Q2	–	Sell	-141,027	Closed	-$49.8M	–	403
2021 Q1	$49.8M	Hold	141,027	–	–	1.06%	7
2020 Q4	$46.4M	Sell	141,027 -799	-0.6%	-$270K	1.01%	10
2020 Q3	$51.1M	Sell	141,826 -68,776	-33%	-$24.3M	1.21%	9
2020 Q2	$69.4M	Sell	210,602 -66,517	-24%	-$20M	1.6%	6
2020 Q1	$67.9M	Sell	277,119 -16,394	-6%	-$4.5M	1.65%	5
2019 Q4	$80.1M	Sell	293,513 -18,967	-6%	-$4.93M	1.53%	3
2019 Q3	$76.6M	Sell	312,480 -10,000	-3%	-$2.5M	1.49%	4
2019 Q2	$73.5M	Buy	322,480 +51,221	+19%	+$11.2M	1.4%	10
2019 Q1	$57.1M	Buy	271,259 +34,193	+14%	+$6.62M	1.35%	9
2018 Q4	$40.3M	Buy	237,066 +61,910	+35%	+$11.1M	1.19%	13
2018 Q3	$34.2M	Buy	175,156 +6,232	+4%	+$1.29M	1.15%	15
2018 Q2	$34.4M	Buy	+168,924	New	+$33.4M	1.32%	8

Other funds holding SPGI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

WorldQuant Millennium Advisors's SPGI Position: Q1 2026 in Review

WorldQuant Millennium Advisors increased its S&P Global (SPGI) stake by 157% in Q1 2026, buying an estimated $59.9M and bringing the position to 211,395 shares worth $89.9M. The position accounts for 0.35% of the portfolio, ranked #78.

WorldQuant Millennium Advisors first reported a position in SPGI in Q2 2018 and has held it in 24 quarters since. The position peaked at $107M in Q1 2025. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

WorldQuant Millennium Advisors held 211,395 shares of S&P Global worth $89.9M as of Q1 2026.
WorldQuant Millennium Advisors bought 129,103 S&P Global shares in Q1 2026, an estimated $59.9M.
S&P Global made up 0.35% of WorldQuant Millennium Advisors's portfolio in Q1 2026, its #78 holding.
WorldQuant Millennium Advisors first reported a position in S&P Global in Q2 2018 and has held it in 24 quarters since.
WorldQuant Millennium Advisors's S&P Global position peaked at $107M in Q1 2025.
2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on WorldQuant Millennium Advisors's 13F filing for Q1 2026, filed 15 May 2026.