What smart money is saying about S&P Global Inc.
5 funds in our archive have pitched S&P Global Inc. — most recently Baron Global Durable Advantage Strategy in June 2026.
S&P Global Inc., together with its subsidiaries, provides benchmarks, data, analytics, and workflow solutions in the global capital, energy and commodity, and automotive markets. It operates through five segments: S&P Global Market Intelligence, S&P Global Ratings, S&P Global Energy, S&P Global Mobility, and S&P Dow Jones Indices. The S&P Global Market Intelligence segment provides multi-asset-class data and analytics integrated with purpose-built workflow solutions. This segment offers Data, Analytics & Insights, a desktop product suite that provides data, analytics, and third-party research for global finance and corporate professionals; research, reference data, market data, derived analytics, and valuation services; enterprise solutions, such as software and workflow solutions; and credit and risk solutions for selling Ratings' credit ratings and related data and research, analytics, and financial risk solutions. The S&P Global Ratings segment operates as an independent provider of credit ratings, research, and analytics offering investors information and independent benchmarks for their investment and financial decisions as well as access to the capital markets. The S&P Global Energy segment provides information and benchmark prices for the energy and commodity markets. The S&P Global Mobility segment offers solutions for the full automotive value chain, including vehicle manufacturers, automotive suppliers, mobility service providers, retailers, consumers, and finance and insurance companies. The S&P Dow Jones Indices segment operates as an index provider that maintains various valuation and index benchmarks for investment advisors, wealth managers, and institutional investors. It has operations in the United States, European region, Asia, and internationally. S&P Global Inc. was founded in 1860 and is headquartered in New York, New York.
Get an email when a fund writes about it
Position history
Between Q4 2025 and Q3 2026, 14 fund letters reported a position in S&P Global Inc. — 2 opened or added to the position, 2 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 0 | 0 |
| Q2 2026 | 12 | 2 | 2 | 3 |
| Q1 2026 | 1 | 0 | 0 | 1 |
| Q4 2025 | 0 | 0 | 0 | 1 |
Fund activity · 14 positions · 4 moves
- July 2026
Listed in WS Lindsell Train North American Equity Fund’s reported holdings.
S&P Global Inc. - June 2026
Listed in Montaka Global (Montaka Global Fund’s reported holdings.
S&P Global Inc. - 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.”
S&P Global Inc. - June 2026
“S&P Global is the company behind the S&P 500 and the Dow Jones Industrial Indices. It is also a major ratings agency, responsible for rating the debt of corporations around the world. Together, those are two sterling businesses. S&P Global also owns three data businesses, and it’s here that the market has started doubting the company, leading it to trading for a ‘normal’ multiple at the price we bought. One of those data businesses is centered on energy, and is based on proprietary data and viewed as fairly safe from AI. Another is based on cars, including primarily CarFax. S&P Global is spinning this off as Mobility Global, and depending on how this trades after its July 1 st spin-off, we may buy more of those shares. The last is market intelligence, which is viewed as the Achilles’ heel. I’m cautious of continuing to bet against AI with the AI losers basket trade. I have a fondness if not a weakness for that basket. S&P’s good businesses are so good, though, and the threat from AI is at this stage still theoretical, and so I think it’s worth investing in.”
S&P Global Inc. - HoldsAve Maria FundsJune 2026
Listed in Ave Maria Funds’s reported holdings.
S&P Global Inc. - June 2026
“It was an unusual quarter from a performance attribution perspective. Information Technology (IT) was the only sector in the Index to outperform the Index, accounting for two-thirds of its total gain. The Fund’s entire 156bps shortfall relative to the Index could be attributed either to weak stock selection in IT, which detracted 279bps, or to weak stock selection in Financials, which cost an additional 227bps. Somehow, all 11 of our holdings classified as Financials, including Visa and Mastercard , which we view as digital railroads, and MSCI , Moody’s , and S&P Global , which we view as business services, detracted from our relative returns during the quarter.”
S&P Global Inc. - June 2026
“Our largest additions included the following names: CME Group, TSMC, Amazon, NVIDIA, Alphabet, Visa, ASML, S&P Global, Stevanato Group, and Brookfield.”
S&P Global Inc. - June 2026
“As at June 30, 2026, S&P Global Inc. securities were held in EdgePoint Global Portfolio, EdgePoint Canadian Portfolio, EdgePoint Global Growth & Income Portfolio and EdgePoint Canadian Growth & Income Portfolio.”
S&P Global Inc. - New positionPershing SquareJune 2026
“Earlier this year, we initiated a position in S&P Global, a business we have admired for decades and previously owned in 2017.”
S&P Global Inc. - TrimmedBaron Financials ETFJune 2026
“Top net sales for the quarter Quarter End Market Cap ($B) Net Amount Sold ($M) Intuit Inc. 71.4 1.0 S&P Global Inc. 123.5 0.6 Fair Isaac Corporation 27.7 0.5 Guidewire Software, Inc. 10.2 0.4 Alkami Technology Inc. 1.8 0.2 We trimmed Intuit Inc. due to concerns about market share loss in the consumer tax market. We trimmed S&P Global Inc. to manage the position size and fund purchases elsewhere.”
S&P Global Inc. - June 2026
“An example of divergence between narrative and fundamentals was in rating agencies such as S&P Global, where investors were concerned that it would be disrupted by AI, even though fundamentals have been robust with no negative impact from AI.”
S&P Global Inc. - HoldsMontaka Global FundJune 2026
Listed in Montaka Global Fund’s reported holdings.
S&P Global Inc. - June 2026
“Notable 2Q Detractors Information services companies remained squarely in the AI penalty box, as investors grappled with the potential impact of AI on a wide array of business models. In that vein, Accenture, Equifax, and S&P Global were among the Fund’s top detractors for the quarter.”
S&P Global Inc. - March 2026
“London Stock Exchange Group (“LSEG”) and S&P Global operate critical financial market infrastructure.”
S&P Global Inc.
Also mentioned · 3
These funds discuss S&P Global Inc. — as a competitor, benchmark or comparable — without disclosing a position in it.
- MentionedLoomis Sayles Municipal SectorAugust 2026
“Utilities with stronger balance sheets and more competitive rates have also expanded rate stabilization funds to mitigate future affordability pressure. According to S&P Global, there is currently no observable correlation between five-year growth in data center power demand and residential rates, although that could become more challenging as wholesale power market/grid operators move closer to capacity limits.”
S&P Global Inc. - July 2026
“The letter has since been picked up by 2 several news outlets including S&P Global and American Banker.”
S&P Global Inc. - June 2026
“Why Quality Businesses Matter Now | YCG Wealth Management Skip to main content About Us Wealth Management Asset Management Insights Log In Let's Talk Home / Insights / Investment Letters Q2: Why owning quality businesses matters more than ever. June 30, 2026 By: Elliott Savage Our Q2 2026 Investment Letter examines why the market is more expensive and concentrated than ever, and explains why quality businesses trading at a discount represent a compelling opportunity. The S&P 500 Index returned 15.20% and the S&P Global Broad Market Index returned 14.93% in the quarter ended June 30, 2026. 1”
S&P Global Inc.
Fund coverage · 5 theses
S&P Global benefits from resilient fundamentals, potential AI-driven tailwinds, and an unusually depressed valuation relative to its historical premium.
Read the full thesis- Pershing SquareJune 2026
S&P Global has dominant benchmark franchises, strong moat characteristics, and long-term earnings compounding potential despite AI concerns.
Read the full thesis - EdgePoint Global PortfolioJune 2026
S&P Global is viewed as a high-quality business that could see AI-driven growth acceleration, while trading at a discount to its historical valuation.
Read the full thesis - Eagle Capital ManagementMarch 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 ETFDecember 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 Inc.
Unlock all 5 theses — the full reasoning behind what funds are buying, plus unlimited access to the entire archive.
View plans→