14 hedge funds and family offices disclose a SPGI position in their latest SEC 13F filing — combined $1.18B in market value. Of those, 2 are classified as value investors.
| # | Investor | Fund | Shares | Value | % of Portfolio | Filed |
|---|---|---|---|---|---|---|
| 1 | Dev Kantesaria | Valley Forge Capital Management | 1,758,179 | $918.8M | 20.83% | 2025-12-31 |
| 2 | Daniel Loeb | Third Point LLC | 335,000 | $142.5M | 1.82% | 2024-03-31 |
| 3 | Tom Gayner | Markel Group Inc. | 117,690 | $50.1M | 0.42% | 2026-03-31 |
| 4 | Ray Dalio | Bridgewater Associates LP | 78,134 | $40.8M | 0.15% | 2025-12-31 |
| 5 | David Rolfe | Wedgewood Partners Inc | 33,764 | $17.6M | 3.29% | 2025-12-31 |
| 6 | George Soros | Soros Fund Management LLC | 31,602 | $8.6M | 0.29% | 2019-12-31 |
| 7 | Lindsell Train | Lindsell Train Ltd | 6,800 | $3.6M | 0.09% | 2025-12-31 |
| 8 | Lee Ainslie | Maverick Capital Ltd | 1,198 | $632K | 0.01% | 2025-06-30 |
| 9 | Stephen Mandel | Lone Pine Capital LLC | 1,724,511 | $422K | 2.49% | 2019-09-30 |
| 10 | Steven Romick | First Pacific Advisors LP | 744 | $298K | 0.00% | 2023-06-30 |
| 11 | Egerton Capital | Egerton Capital (UK) LLP | 505,106 | $124K | 1.28% | 2020-03-31 |
| 12 | Christopher Bloomstran | Semper Augustus Investments Group LLC | 168 | $88K | 0.01% | 2025-12-31 |
| 13 | Christopher Davis | Davis Selected Advisers, LP | 180,638 | $28K | 0.12% | 2017-09-30 |
| 14 | Olstein Capital Management | Olstein Capital Management LP | 7,800 | $4K | 0.84% | 2025-12-31 |
As of the latest 13F window, 14 tracked superinvestors hold SPGI. The largest disclosed position is Dev Kantesaria at $918.8M (20.8% of portfolio).
13F filings are due 45 days after each quarter end and capture long-equity positions held by U.S. institutional managers with $100M+ AUM. Use this page to see exactly who is buying SPGI, how concentrated each position is, and the implied conviction level relative to the rest of each investor's book.
Key takeaways
