中文
Value GiantsValue investors’ 13F holdings, as a whole
Q2 2026 13FData as of Aug 18, 2026
SPGI · Financials

S&P Global Inc

Q2 2026: held by 12 giants, composite weight 0.94%, consensus rank 15; this quarter 6 bought and 4 sold. Quarter-end price $407.26 (Jun 30, 2026).

Giants holding
12
previous quarter 10
Composite weight
0.94%
consensus rank 15
Quarter-end price
$407.26
Jun 30, 2026
Avg est. costest.
$333.51
vs quarter-end price +22%
I

Held by 12 Giants

Sorted by portfolio weight; click a name for that giant’s holding history.

How to Read This

Est. average cost: shares bought each quarter × (start + end price) ÷ 2, weighted; positions held before Q1 1999 (or the giant’s earliest electronic filing) start from that quarter’s price. 13F does not show actual trade prices.

GiantWeightSharesValueFirst boughtQuarters heldEst. avg costvs costThis quarter
Dev Kantesaria19.9%1.52M$620.7MQ4 201639$312.77est.start point+30%Trimmed
Chris Hohn10.9%14.08M$5.7BQ1 201738$397.79est.+2%Held
Pat Dorsey8.3%316.4K$128.9MQ1 20262$456.88est.−11%Added
Bill Ackman5.4%2.59M$1.1BQ2 20261$416.30est.−2%New
William von Mueffling4.4%71.2K$29.0MQ1 201546$127.35est.+220%Trimmed
David Rolfe2.6%31.3K$12.8MQ4 201927$341.96est.+19%Trimmed
Christopher Bloomstran2.1%46.0K$18.7MQ2 20261$416.30est.−2%New
Tom Gayner0.4%117.7K$47.9MQ4 201351$87.62est.+365%Held
Wally Weitz0.2%7.2K$2.9MQ1 202026$280.32est.+45%Added
Nick Train0.1%7.4K$3.0MQ2 202025$345.60est.+18%Added
Glenn Greenberg0.0%1.4K$571KQ2 20261$416.30est.−2%New
Ruane, Cunniff & Goldfarb0.0%531$216KQ4 202311$402.97est.+1%Held
II

Cost Map: 8 of 12 Giants Have an Estimated Cost Below the Quarter-End Price

One row per giant: the dot is the estimated average cost (bigger = heavier weight); the gold line is the latest quarter-end price.

cost below price (paper gain)cost above price (paper loss)quarter-end price
Cost Map$200.00$400.00Tom GaynerWilliam von Mueffli…Wally WeitzDev KantesariaDavid RolfeNick TrainChris HohnRuane, Cunniff & Go…Bill AckmanChristopher Bloomst…Glenn GreenbergPat Dorsey
III

Quarter-End Price (Split-Adjusted)

From Q3 2003, the first quarter a giant held it; hover for holders, buyers and sellers that quarter.

How to Read This

Prices are 13F quarter-end value ÷ shares, roughly the quarter’s closing price, not live prices; prices before splits are converted to today’s share count.

Quarter-End Price$0.00$200.00$400.00Q3 2003Q1 2006Q3 2008Q1 2011Q3 2013Q1 2016Q3 2018Q1 2021Q3 2023Q2 2026
IV

More Giants or Fewer

Giants Holding

Giants Holding0510Q3 2003Q1 2006Q3 2008Q1 2011Q3 2013Q1 2016Q3 2018Q1 2021Q3 2023Q2 2026

Buyers and Sellers (Last 20 Quarters)

BoughtSold
Buyers and Sellers Each Quarter505Q3 2021Q1 2022Q3 2022Q1 2023Q3 2023Q1 2024Q3 2024Q1 2025Q3 2025Q2 2026

Composite Weight (Hover for Rank)

Composite Weight0.0%0.2%0.5%0.8%Q3 2003Q1 2006Q3 2008Q1 2011Q3 2013Q1 2016Q3 2018Q1 2021Q3 2023Q2 2026
V

Holding History

Open a giant: when the holding began, which quarters it changed, and how the estimated cost moved. The table lists quarters with trades plus the latest quarter.

How to Read This

In the chart, prices and cost are converted to today’s share count (split-adjusted); the table shows each quarter’s own figures. Est. trade price = (start + end price) ÷ 2, only a rough level.

Dev Kantesaria 19.9% · since Q4 2016

Giant page →

quarter-end pricerunning est. costest. trade price (buy / sell)
Holding History$0.00$200.00$400.00Q3 2018Q3 2019Q3 2020Q3 2021Q3 2022Q3 2023Q3 2024Q2 2026
QuarterMoveChangeShares heldWeightStart → end priceEst. trade priceRunning est. cost
Q2 2026Trimmed−234.0K1.52M19.9%$425.34 → $407.26$416.30$312.77
Q4 2024Added+49.2K1.76M19.3%$516.62 → $498.03$507.32$312.77
Q3 2024Added+50.3K1.71M19.6%$446.00 → $516.62$481.31$307.16
Q2 2023Added+262.9K1.66M22.5%$344.77 → $400.89$372.83$301.87
Q4 2022Added+97.4K1.39M18.9%$305.35 → $334.94$320.14$288.47
Q2 2022Added+105.9K1.30M19.5%$410.18 → $337.06$373.62$286.09
Q1 2022Added+76.4K1.19M18.6%$471.93 → $410.18$441.05$278.29
Q4 2021Trimmed−163.6K1.11M19.9%$424.89 → $471.93$448.41$267.11
Q1 2021Added+627.0K1.27M21.2%$328.73 → $352.87$340.80$267.11
Q4 2020Added+11.5K645.5K19.7%$360.60 → $328.73$344.66$195.54
Q3 2020Added+86.5K634.0K24.8%$329.48 → $360.60$345.04$192.83
Q2 2020Added+109.5K547.5K21.9%$245.05 → $329.48$287.27$168.78
Q1 2020Added+16.6K438.0K22.7%$273.05 → $245.05$259.05$139.15
Q2 2019Added+14.0K421.4K22.8%$210.55 → $227.79$219.17$134.44
Q4 2018Added+37.9K407.4K26.2%$195.39 → $169.94$182.67$131.53
Q3 2018Added+67.3K369.5K24.0%$203.89 → $195.39$199.64$126.29
Chris Hohn 10.9% · since Q1 2017

Giant page →

quarter-end pricerunning est. costest. trade price (buy / sell)
Holding History$0.00$200.00$400.00Q1 2017Q1 2018Q1 2019Q1 2020Q1 2021Q1 2022Q1 2023Q1 2024Q1 2025Q2 2026
QuarterMoveChangeShares heldWeightStart → end priceEst. trade priceRunning est. cost
Q2 2026Held—14.08M10.9%$425.34 → $407.26—$397.79
Q1 2026Added+2.25M14.04M13.2%$522.59 → $425.34$473.96$397.79
Q4 2025Added+600.4K11.79M11.5%$486.71 → $522.59$504.65$383.29
Q3 2025Added+98.2K11.19M10.3%$527.29 → $486.71$507.00$376.77
Q2 2025Added+730.4K11.09M11.5%$508.10 → $527.29$517.70$375.62
Q2 2024Added+1.37M10.40M11.3%$425.45 → $446.00$435.73$365.60
Q3 2023Trimmed−271.0K9.06M12.0%$400.89 → $365.41$383.15$354.99
Q1 2023Added+145.0K9.33M11.0%$334.94 → $344.77$339.85$354.99
Q4 2022Added+416.3K9.18M10.3%$305.35 → $334.94$320.14$355.23
Q2 2022Added+1.95M8.77M9.4%$410.18 → $337.06$373.62$356.89
Q1 2022Added+3.08M6.82M7.6%$471.93 → $410.18$441.05$352.12
Q4 2021Trimmed−1.07M3.75M4.0%$424.89 → $471.93$448.41$279.13
Q3 2021Trimmed−1.04M4.81M4.9%$410.45 → $424.89$417.67$279.13
Q1 2021Added+3.49M5.85M6.0%$328.73 → $352.87$340.80$279.13
Q3 2020Trimmed−62.7K2.36M3.1%$329.48 → $360.60$345.04$187.99
Q1 2020Added+442.5K2.42M2.8%$273.05 → $245.05$259.05$187.99
Q1 2019Trimmed−58.5K1.98M2.7%$169.94 → $210.55$190.25$172.13
Q4 2018Added+1.60M2.04M1.7%$195.39 → $169.94$182.67$172.13
Q1 2018Added+28.0K444.6K0.5%$169.40 → $191.06$180.23$134.29
Q3 2017Trimmed−74.1K416.6K0.5%$145.99 → $156.31$151.15$131.20
Q2 2017Added+307.8K490.7K0.5%$130.74 → $145.99$138.37$131.20
Q1 2017New+182.9K182.9K0.2%$107.54 → $130.74$119.14$119.14
Pat Dorsey 8.3% · since Q1 2026

Giant page →

quarter-end pricerunning est. costest. trade price (buy / sell)
Holding History$400.00$420.00$440.00$460.00Q1 2026Q2 2026
QuarterMoveChangeShares heldWeightStart → end priceEst. trade priceRunning est. cost
Q2 2026Added+93.7K316.4K8.3%$425.34 → $407.26$416.30$456.88
Q1 2026New+222.7K222.7K7.5%$522.59 → $425.34$473.96$473.96
Bill Ackman 5.4% · since Q2 2026

Giant page →

QuarterMoveChangeShares heldWeightStart → end priceEst. trade priceRunning est. cost
Q2 2026New+2.59M2.59M5.4%$425.34 → $407.26$416.30$416.30
William von Mueffling 4.4% · since Q1 2015

Giant page →

quarter-end pricerunning est. costest. trade price (buy / sell)
Holding History$0.00$200.00$400.00Q1 2015Q2 2016Q3 2017Q4 2018Q1 2020Q2 2021Q3 2022Q4 2023Q1 2025Q2 2026
QuarterMoveChangeShares heldWeightStart → end priceEst. trade priceRunning est. cost
Q2 2026Trimmed−1.48M71.2K4.4%$425.34 → $407.26$416.30$127.35
Q1 2026Trimmed−208.3K1.55M4.4%$522.59 → $425.34$473.96$127.35
Q4 2025Added+13.2K1.76M5.0%$486.71 → $522.59$504.65$127.35
Q3 2025Trimmed−19.2K1.74M4.7%$527.29 → $486.71$507.00$124.49
Q2 2025Trimmed−51.2K1.76M5.4%$508.10 → $527.29$517.70$124.49
Q1 2025Trimmed−56.0K1.81M6.0%$498.03 → $508.10$503.06$124.49
Q4 2024Added+9.9K1.87M5.6%$516.62 → $498.03$507.32$124.49
Q3 2024Trimmed−55.4K1.86M5.9%$446.00 → $516.62$481.31$122.46
Q2 2024Trimmed−157.2K1.91M5.7%$425.45 → $446.00$435.73$122.46
Q1 2024Trimmed−41.5K2.07M5.5%$440.52 → $425.45$432.99$122.46
Q4 2023Trimmed−51.6K2.11M6.2%$365.41 → $440.52$402.97$122.46
Q2 2023Added+129.9K2.17M6.1%$344.77 → $400.89$372.83$122.46
Q1 2023Trimmed−33.7K2.04M5.7%$334.94 → $344.77$339.85$106.53
Q4 2022Trimmed−39.2K2.08M5.9%$305.35 → $334.94$320.14$106.53
Q3 2022Trimmed−18.8K2.12M5.9%$337.06 → $305.35$321.21$106.53
Q1 2022Added+58.7K2.14M6.3%$471.93 → $410.18$441.05$106.53
Q4 2021Trimmed−242.9K2.08M6.5%$424.89 → $471.93$448.41$97.11
Q3 2021Trimmed−39.7K2.33M6.7%$410.45 → $424.89$417.67$97.11
Q2 2021Trimmed−29.6K2.37M6.5%$352.87 → $410.45$381.66$97.11
Q1 2021Trimmed−199.0K2.40M6.2%$328.73 → $352.87$340.80$97.11
Q3 2020Trimmed−30.5K2.61M7.9%$329.48 → $360.60$345.04$97.11
Q2 2020Added+26.5K2.64M7.6%$245.05 → $329.48$287.27$97.11
Q4 2019Trimmed−192.7K2.62M6.6%$244.98 → $273.05$259.01$95.18
Q3 2019Trimmed−19.0K2.81M6.7%$227.79 → $244.98$236.39$95.18
Q2 2019Trimmed−57.3K2.83M6.5%$210.55 → $227.79$219.17$95.18
Q4 2018Added+22.0K2.90M5.9%$195.39 → $169.94$182.67$95.18
Q3 2018Trimmed−184.9K2.88M6.3%$203.89 → $195.39$199.64$94.51
Q2 2018Trimmed−86.8K3.06M6.7%$191.06 → $203.89$197.48$94.51
Q1 2018Trimmed−78.5K3.15M6.8%$169.40 → $191.06$180.23$94.51
Q4 2017Trimmed−221.2K3.23M6.5%$156.31 → $169.40$162.86$94.51
Q3 2017Trimmed−109.0K3.45M6.3%$145.99 → $156.31$151.15$94.51
Q2 2017Trimmed−154.4K3.56M6.5%$130.74 → $145.99$138.37$94.51
Q1 2017Trimmed−29.3K3.71M6.2%$107.54 → $130.74$119.14$94.51
Q4 2016Trimmed−123.8K3.74M5.6%$126.56 → $107.54$117.05$94.51
Q2 2016Trimmed−97.1K3.88M7.0%$98.98 → $107.26$103.12$94.51
Q1 2016Added+619.6K3.98M6.9%$98.58 → $98.98$98.78$94.51
Q4 2015Added+1.44M3.36M6.2%$86.50 → $98.58$92.54$93.73
Q3 2015Added+1.11M1.92M3.5%$100.45 → $86.50$93.47$94.62
Q2 2015Trimmed−16.3K811.5K1.6%$103.40 → $100.45$101.93$96.19
Q1 2015New+827.8K827.8K1.7%$88.98 → $103.40$96.19$96.19
David Rolfe 2.6% · since Q4 2019

Giant page →

quarter-end pricerunning est. costest. trade price (buy / sell)
Holding History$200.00$300.00$400.00$500.00Q4 2019Q3 2020Q2 2021Q1 2022Q4 2022Q3 2023Q2 2024Q1 2025Q2 2026
QuarterMoveChangeShares heldWeightStart → end priceEst. trade priceRunning est. cost
Q2 2026Trimmed−1.0K31.3K2.6%$425.34 → $407.26$416.30$341.96
Q1 2026Trimmed−1.4K32.4K2.8%$522.59 → $425.34$473.96$341.96
Q4 2025Trimmed−96033.8K3.3%$486.71 → $522.59$504.65$341.96
Q3 2025Added+1.2K34.7K3.1%$527.29 → $486.71$507.00$341.96
Q2 2025Trimmed−60933.5K3.7%$508.10 → $527.29$517.70$335.84
Q1 2025Added+10.7K34.1K3.5%$498.03 → $508.10$503.06$335.84
Q4 2024Trimmed−1.0K23.4K2.3%$516.62 → $498.03$507.32$259.01
Q3 2024Trimmed−26224.4K2.3%$446.00 → $516.62$481.31$259.01
Q2 2024Trimmed−50724.6K2.4%$425.45 → $446.00$435.73$259.01
Q1 2024Trimmed−45425.2K2.2%$440.52 → $425.45$432.99$259.01
Q4 2023Trimmed−64225.6K2.3%$365.41 → $440.52$402.97$259.01
Q3 2023Trimmed−10.7K26.2K2.3%$400.89 → $365.41$383.15$259.01
Q2 2023Trimmed−1.7K37.0K2.4%$344.77 → $400.89$372.83$259.01
Q1 2023Trimmed−32038.7K2.3%$334.94 → $344.77$339.85$259.01
Q4 2022Trimmed−26339.0K2.4%$305.35 → $334.94$320.14$259.01
Q3 2022Trimmed−1.0K39.3K2.3%$337.06 → $305.35$321.21$259.01
Q2 2022Trimmed−45240.3K2.3%$410.18 → $337.06$373.62$259.01
Q4 2021Trimmed−33540.8K2.6%$424.89 → $471.93$448.41$259.01
Q3 2021Trimmed−43941.1K2.5%$410.45 → $424.89$417.67$259.01
Q2 2021Trimmed−2.2K41.6K2.5%$352.87 → $410.45$381.66$259.01
Q1 2021Trimmed−3.0K43.8K2.4%$328.73 → $352.87$340.80$259.01
Q4 2020Trimmed−2.7K46.8K2.3%$360.60 → $328.73$344.66$259.01
Q3 2020Trimmed−2.5K49.5K2.8%$329.48 → $360.60$345.04$259.01
Q2 2020Trimmed−3.9K52.0K2.9%$245.05 → $329.48$287.27$259.01
Q1 2020Trimmed−30.1K56.0K2.6%$273.05 → $245.05$259.05$259.01
Q4 2019New+86.0K86.0K2.4%$244.98 → $273.05$259.01$259.01
Christopher Bloomstran 2.1% · since Q2 2026

Giant page →

QuarterMoveChangeShares heldWeightStart → end priceEst. trade priceRunning est. cost
Q2 2026New+46.0K46.0K2.1%$425.34 → $407.26$416.30$416.30
Tom Gayner 0.4% · since Q4 2013

Giant page →

quarter-end pricerunning est. costest. trade price (buy / sell)
Holding History$0.00$200.00$400.00Q4 2013Q1 2015Q2 2016Q3 2017Q4 2018Q2 2020Q3 2021Q4 2022Q2 2026
QuarterMoveChangeShares heldWeightStart → end priceEst. trade priceRunning est. cost
Q2 2026Held—117.7K0.4%$425.34 → $407.26—$87.62
Q1 2026Trimmed−33.0K117.7K0.4%$522.59 → $425.34$473.96$87.62
Q1 2022Added+1.2K149.8K0.7%$471.93 → $410.18$441.05$87.62
Q1 2021Added+980148.2K0.7%$328.73 → $352.87$340.80$84.65
Q3 2015Added+12.0K147.0K0.3%$100.45 → $86.50$93.47$82.94
Q2 2015Added+11.0K135.0K0.3%$103.40 → $100.45$101.93$82.01
Q1 2015Added+13.0K124.0K0.3%$88.98 → $103.40$96.19$80.24
Q4 2014Added+12.0K111.0K0.3%$84.45 → $88.98$86.72$78.37
Q3 2014Added+19.0K99.0K0.2%$83.03 → $84.45$83.74$77.36
Q2 2014Added+20.0K80.0K0.2%$76.30 → $83.03$79.66$75.85
Q1 2014Added+30.0K60.0K0.1%$78.20 → $76.30$77.25$74.57
Q4 2013New+30.0K30.0K0.1%$65.59 → $78.20$71.90$71.90
Wally Weitz 0.2% · since Q1 2020

Giant page →

quarter-end pricerunning est. costest. trade price (buy / sell)
Holding History$200.00$300.00$400.00$500.00Q1 2020Q4 2020Q3 2021Q2 2022Q1 2023Q4 2023Q3 2024Q2 2025Q2 2026
QuarterMoveChangeShares heldWeightStart → end priceEst. trade priceRunning est. cost
Q2 2026Added+1007.2K0.2%$425.34 → $407.26$416.30$280.32
Q1 2026Trimmed−907.0K0.2%$522.59 → $425.34$473.96$278.39
Q1 2025Trimmed−40.0K7.1K0.2%$498.03 → $508.10$503.06$278.39
Q4 2024Trimmed−7.1K47.1K1.2%$516.62 → $498.03$507.32$278.39
Q3 2024Trimmed−14.7K54.2K1.4%$446.00 → $516.62$481.31$278.39
Q1 2024Trimmed−2.5K68.9K1.5%$440.52 → $425.45$432.99$278.39
Q3 2023Trimmed−2.5K71.4K1.4%$400.89 → $365.41$383.15$278.39
Q3 2022Trimmed−5.0K73.9K1.3%$337.06 → $305.35$321.21$278.39
Q2 2022Added+4.6K78.9K1.4%$410.18 → $337.06$373.62$278.39
Q1 2022Added+5.5K74.3K1.4%$471.93 → $410.18$441.05$272.53
Q1 2020New+68.5K68.5K0.9%$273.05 → $245.05$259.05$259.05
Nick Train 0.1% · since Q2 2020

Giant page →

quarter-end pricerunning est. costest. trade price (buy / sell)
Holding History$200.00$300.00$400.00$500.00Q2 2020Q1 2021Q4 2021Q3 2022Q2 2023Q1 2024Q4 2024Q3 2025Q2 2026
QuarterMoveChangeShares heldWeightStart → end priceEst. trade priceRunning est. cost
Q2 2026Added+1007.4K0.1%$425.34 → $407.26$416.30$345.60
Q1 2026Added+5007.3K0.1%$522.59 → $425.34$473.96$344.63
Q4 2025Added+3006.8K0.1%$486.71 → $522.59$504.65$335.12
Q3 2025Added+6006.5K0.1%$527.29 → $486.71$507.00$327.29
Q2 2023Added+1.5K5.9K0.0%$344.77 → $400.89$372.83$309.02
Q2 2020New+4.4K4.4K0.0%$245.05 → $329.48$287.27$287.27
Glenn Greenberg 0.0% · since Q2 2026

Giant page →

QuarterMoveChangeShares heldWeightStart → end priceEst. trade priceRunning est. cost
Q2 2026New+1.4K1.4K0.0%$425.34 → $407.26$416.30$416.30
Ruane, Cunniff & Goldfarb 0.0% · since Q4 2023

Giant page →

quarter-end pricerunning est. costest. trade price (buy / sell)
Holding History$400.00$450.00$500.00Q4 2023Q2 2024Q4 2024Q2 2025Q4 2025Q2 2026
QuarterMoveChangeShares heldWeightStart → end priceEst. trade priceRunning est. cost
Q2 2026Held—5310.0%$425.34 → $407.26—$402.97
Q4 2023New+5315310.0%$365.41 → $440.52$402.97$402.97
VI

Giants Who Sold Out in the Last 8 Quarters