
What smart money is saying about S&P Global
2 funds in our archive have pitched S&P Global — most recently Eagle Capital Management in March 2026.
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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Position history
Between Q4 2025 and Q2 2026, 3 fund letters reported a position in S&P Global — 1 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 3 | 0 | 1 | 0 |
| Q1 2026 | 0 | 0 | 0 | 1 |
| Q4 2025 | 0 | 0 | 0 | 1 |
Fund activity · 3 positions · 1 move
- HoldsMontaka Global (Montaka Global FundJune 2026
Listed in Montaka Global (Montaka Global Fund’s reported holdings.
Read the letterS&P Global - ExitedClearBridge Investments Large Cap Growth StrategyJune 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 FundsJune 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 FundJuly 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 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
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