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What smart money is saying about S&P GlobalUnited States flag

SPGI · Financial Services · Financial - Data & Stock Exchanges · Market cap $132.51B

2 funds in our archive have pitched S&P Global — most recently Eagle Capital Management in March 2026.

Company profile

S&P Global Inc., through its affiliated entities, delivers crucial services like credit assessments, market benchmarks, advanced analytics, and comprehensive workflow tools. Their reach extends across the worldwide capital, commodity, and automotive industries. The company is structured into six key operating segments: S&P Global Ratings, S&P Dow Jones Indices, S&P Global Commodity Insights, S&P Global Market Intelligence, S&P Global Mobility, and S&P Global Engineering Solutions. S&P Global Ratings functions as an independent authority, supplying credit assessments, research, and analytical insights. It equips investors and other market players with essential data, ratings, and comparative metrics. S&P Dow Jones Indices specializes in crafting and upholding diverse valuation and index benchmarks. These are vital resources for investment advisors, wealth managers, and large institutional investors. S&P Global Commodity Insights delivers critical data and intelligence pertaining to global energy and commodity markets, empowering clients to make informed decisions. S&P Global Market Intelligence provides advanced data and technological tools, furnishing customers with insights crucial for strategic choices. Its extensive portfolio encompasses end-to-end workflow solutions, addressing areas such as capital structuring, data dissemination, ESG practices, leveraged finance, private equity, industry-specific analysis, supply chain management, issuer support, and comprehensive credit, risk, and regulatory compliance solutions. S&P Global Mobility leverages unparalleled automotive data to generate foresight, helping clients foresee market shifts and execute sound business decisions. S&P Global Engineering Solutions supplies specialized engineering knowledge and remedies across various sectors, including aerospace, defense, energy, architecture, construction, and transportation. Its offerings enable both business and technical leaders to optimize processes and make effective determinations. Established in 1860, S&P Global Inc. maintains its primary corporate offices in New York, New York.

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Summarize with Warren AI
3
Reported positions
0
Bought
1
Sold
6
Letters

Position history

Between Q4 2025 and Q2 2026, 3 fund letters reported a position in S&P Global1 trimmed or exited.

Fund letters reporting a position in S&P Global, by quarter
QuarterLettersBoughtSoldTheses
Q2 20263010
Q1 20260001
Q4 20250001

Fund activity · 3 positions · 1 move

  • HoldsMontaka Global (Montaka Global Fund
    June 2026

    Listed in Montaka Global (Montaka Global Fund’s reported holdings.

    Read the letterS&P Global
  • ExitedClearBridge Investments Large Cap Growth Strategy
    June 2026
    we initiated a position in Boston Scientific in the health care sector and closed out of Parker- Hannifin in the industrials sector and S&P Global in the financials sector.
    Read the letterS&P Global
  • HoldsAve Maria Funds
    June 2026

    Listed in Ave Maria Funds’s reported holdings.

    Read the letterS&P Global

Also mentioned · 1

These funds discuss S&P Global — as a competitor, benchmark or comparable — without disclosing a position in it.

  • MentionedMerion Road Capital Merion Road Small Cap Fund
    July 2026
    The letter has since been picked up by 2 several news outlets including S&P Global and American Banker.
    Read the letterS&P Global

Fund coverage · 2 theses

  • Eagle Capital Management
    March 2026

    S&P Global is a critical financial infrastructure company with dominant franchises, high margins, and AI-driven upside.

    Read the full thesis
  • Baron Financials ETF
    December 2025

    S&P Global Inc. is a leading ratings and data provider with strong tailwinds from issuance and data demand, supporting sustained organic growth, margin expansion, and double-digit EPS growth.

    Read the full thesis

Read every full thesis on S&P Global

Unlock all 2 theses — the full reasoning behind what funds are buying, plus unlimited access to the entire archive.

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