ZIM
SPGI icon

Zacks Investment Management’s S&P Global SPGI Stock Holding History

Zacks Investment 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
Q2 		$487K Buy
1,195
+311
+35% +$131K ﹤0.01% 512
2026
Q1 		$376K Buy
884
+4
+0.5% +$1.86K ﹤0.01% 540
2025
Q4 		$460K Sell
880
-72
-8% -$35.6K ﹤0.01% 522
2025
Q3 		$463K Buy
952
+473
+99% +$253K ﹤0.01% 504
2025
Q2 		$253K Sell
479
-160
-25% -$79.9K ﹤0.01% 585
2025
Q1 		$324K Buy
639
+1
+0.2% +$511 ﹤0.01% 537
2024
Q4 		$318K Buy
638
+117
+22% +$59.4K ﹤0.01% 541
2024
Q3 		$269K Buy
+521
New +$258K ﹤0.01% 578
2021
Q1 		– Sell
-12,645
Closed -$4.16M – 577
2020
Q4 		$4.16M Buy
12,645
+1,065
+9% +$359K 0.08% 179
2020
Q3 		$4.18M Buy
11,580
+410
+4% +$145K 0.08% 157
2020
Q2 		$3.68M Buy
11,170
+411
+4% +$124K 0.08% 154
2020
Q1 		$2.64M Buy
+10,759
New +$2.95M 0.06% 161
2017
Q3 		– Sell
-2,402
Closed -$351K – 656
2017
Q2 		$351K Buy
+2,402
New +$334K 0.01% 479

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

Zacks Investment Management's SPGI Position: Q2 2026 in Review

Zacks Investment Management increased its S&P Global (SPGI) stake by 35% in Q2 2026, buying an estimated $131K and bringing the position to 1,195 shares worth $487K. The position accounts for ﹤0.01% of the portfolio, ranked #512.

Zacks Investment Management first reported a position in SPGI in Q2 2017 and has held it in 13 quarters since. The position peaked at $4.18M in Q3 2020. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Zacks Investment Management held 1,195 shares of S&P Global worth $487K as of Q2 2026.
  • Zacks Investment Management bought 311 S&P Global shares in Q2 2026, an estimated $131K.
  • S&P Global made up ﹤0.01% of Zacks Investment Management's portfolio in Q2 2026, its #512 holding.
  • Zacks Investment Management first reported a position in S&P Global in Q2 2017 and has held it in 13 quarters since.
  • Zacks Investment Management's S&P Global position peaked at $4.18M in Q3 2020.
  • 2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Zacks Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.