S&P Global
SPGI
Source: the SEC Form 13F filings of the managers we follow, latest for Q3 2026. How we use them
Managers holding
15
In their latest 13F (Q3 2026)
See who
Value held
$7.7bn
Combined value at quarter end
Last quarter
8 bought
6 sold or trimmed
Price at Q2 ’26 end
$407.26
-4.3% in the quarter
Share price change by quarter
+15.8%Q3 ’24
-3.6%Q4 ’24
+2.0%Q1 ’25
+3.8%Q2 ’25
-7.7%Q3 ’25
+7.4%Q4 ’25
-18.6%Q1 ’26
-4.3%Q2 ’26
Managers holding it, by quarter
12Q4 ’23
12Q1 ’24
12Q2 ’24
13Q3 ’24
12Q4 ’24
13Q1 ’25
12Q2 ’25
11Q3 ’25
12Q4 ’25
13Q1 ’26
15Q2 ’26
0Q3 ’26
Who holds it
| Valley Forge Capital Management | 19.9%$621m | Trimmed -13% |
| TCI Fund Management | 10.9%$5.7bn | Added +0.3% |
| Dorsey Asset Management | 8.3%$129m | Added +42% |
| Pershing Square | 5.4%$1.1bn | New |
| Cantillon Capital Management | 4.4%$29.0m | Trimmed -95% |
| Wedgewood Partners | 2.6%$12.8m | Trimmed -3.2% |
| Semper Augustus | 2.1%$18.7m | New |
| Troy Asset Management | 0.5%$18.5m | Added +10% |
| Markel Group | 0.4%$47.9m | Unchanged |
| Weitz Investment Management | 0.2%$2.9m | Added +1.4% |
| Lindsell Train | 0.1%$3.0m | Added +1.4% |
| Brave Warrior Advisors | 0.0%$571k | New |
| Horizon Kinetics | 0.0%$1.2m | Trimmed -21% |
| Dodge & Cox | 0.0%$2.1m | Trimmed -3.7% |
| Ruane, Cunniff & Goldfarb (Sequoia) | 0.0%$216k | Unchanged |
About the company
- Sector
- Financials · Services-Consumer Credit Reporting, Collection Agencies
- Incorporated in
- New York
- Financial year ends
- 31 December
- Shares outstanding
- 295m at 24 Jul 2026
- SEC filings
- Annual reports and other filings on EDGAR
Revenue and profit
$4.7bn2013
$5.3bn2015
$6.1bn2017
$6.7bn2019
$8.3bn2021
$12bn2023
$15bn2025
| Year | Revenue | Net income |
|---|---|---|
| 2025 | $15bn | $4.5bn |
| 2024 | $14bn | $3.9bn |
| 2023 | $12bn | $2.6bn |
| 2022 | $11bn | $3.2bn |
| 2021 | $8.3bn | $3.0bn |
| 2020 | $7.4bn | $2.3bn |
| 2019 | $6.7bn | $2.1bn |
| 2018 | $6.3bn | $2.0bn |
| 2017 | $6.1bn | $1.5bn |
| 2016 | $5.7bn | $2.1bn |
| 2015 | $5.3bn | $1.2bn |
| 2014 | $5.1bn | −$115m |
| 2013 | $4.7bn | $1.4bn |
Sold out last quarter
- Himalaya Capital in Q2 2026