← Top Holdings

SPGIS&P GLOBAL INC

CUSIP: 78409V104

🔥 Bought by 3 superinvestors this quarter

14

Guru Owners

$8.18B

Total Value Held

15.7M

Total Shares

$6.16B
11.48%
$918.8M
20.83%
$917.5M
4.96%
$78.7M
0.63%
$40.8M
0.15%
$33.2M
0.08%
$17.6M
3.30%
$4.1M
0.84%
$3.7M
0.22%
$3.6M
0.09%
$2.8M
0.00%
$277K
0.00%
$265K
0.01%
$210K
0.00%

📊 Fundamentals

Market Cap$134.5B
P/E Ratio30.7x
Above market avg
Forward P/E20.4x
P/FCF27.6x
EPS (TTM)$14.65
Revenue (TTM)$15.3B
Profit Margin29.15%
Div Yield0.88%
Beta1.20

52-Week Range

$381.61
$579.05

Current: $450.16

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 30.7x trailing earnings → 20.4x forward · 29.2% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

$0$2.05B$4.09B$6.14B$8.18BQ1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25

Quarter-by-Quarter Activity

Q4 '2514 owners · $8.18B
INCREASEDChris Hohn$6.16B
INCREASEDValley Forge Capital$918.8M
INCREASEDWilliam Von Mueffling$917.5M
INCREASEDRay Dalio$40.8M
NEWPhilippe Laffont$33.2M
REDUCEDDavid Rolfe$17.6M
INCREASEDLindsell Train$3.6M
REDUCEDFPA Queens Road$265K
NEWGlenn Greenberg$210K
Q3 '2512 owners · $7.27B
INCREASEDChris Hohn$5.45B
REDUCEDWilliam Von Mueffling$848.1M
INCREASEDDavid Rolfe$16.9M
REDUCEDRay Dalio$13.6M
INCREASEDRobert Olstein$3.8M
INCREASEDLindsell Train$3.2M
REDUCEDFPA Queens Road$254K
SOLDLee Ainslie
SOLDGlenn Greenberg
Q2 '2514 owners · $7.85B
INCREASEDChris Hohn$5.85B
REDUCEDWilliam Von Mueffling$928.9M
INCREASEDRay Dalio$33.8M
REDUCEDDavid Rolfe$18.9M
INCREASEDFPA Queens Road$277K
SOLDBill Nygren
Q1 '2515 owners · $7.26B
REDUCEDChris Hohn$5.26B
NEWWilliam Von Mueffling$921.1M
NEWValley Forge Capital$891.8M
REDUCEDRay Dalio$73.4M
INCREASEDDavid Rolfe$17.5M
INCREASEDWallace Weitz$3.6M
REDUCEDLee Ainslie$609K
NEWFPA Queens Road$265K
NEWBill Nygren$254K
NEWGlenn Greenberg$204K
Q4 '2410 owners · $5.35B
INCREASEDRay Dalio$47.4M
REDUCEDWallace Weitz$23.5M
REDUCEDDavid Rolfe$11.6M
NEWDodge & Cox$2.7M
INCREASEDLee Ainslie$278K
SOLDGlenn Greenberg
Q3 '2410 owners · $5.53B
REDUCEDWallace Weitz$28.0M
REDUCEDRay Dalio$26.6M
REDUCEDDavid Rolfe$12.4M
REDUCEDRobert Olstein$2.8M
NEWLee Ainslie$1.2M
NEWGlenn Greenberg$207K
SOLDDodge & Cox

💰 DCF Calculator

DCF model · 10-yr forecast

Estimates depend entirely on your assumptions. Adjust the inputs below to explore scenarios.

📊 Adjust the assumptions below to calculate an estimated fair value
Projection Period
Revenue Growth Rate
7%analyst est. 7.3%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
31.8%current: 31.8%
1%50%
Discount Rate (WACC)
8.0%typical: 8% large caps · 10% growth
5%20%

Model: 10-year DCF · 3.0% terminal growth · Based on Yahoo Finance data

🏛️ Congressional Trades

SPGI: Held by 14 superinvestors · 19 congress member trades

BUYRo KhannaD
$15,001 - $50,0002025-11-10
BUYRo KhannaD
$15,001 - $50,0002025-11-03
SELLRo KhannaD
$15,001 - $50,0002025-10-07
BUYRo KhannaD
$1,001 - $15,0002025-08-26
BUYDan NewhouseR
$1,001 - $15,0002025-08-18
BUYRo KhannaD
$15,001 - $50,0002025-08-04
BUYRo KhannaD
$1,001 - $15,0002025-07-25
SELLRo KhannaD
$15,001 - $50,0002025-07-01
SELLRo KhannaD
$15,001 - $50,0002025-06-23
SELLJefferson ShreveR
$50,001 - $100,0002025-05-12
BUYJefferson ShreveR
$50,001 - $100,0002025-04-17
SELLRo KhannaD
$1,001 - $15,0002025-04-15
SELLRo KhannaD
$1,001 - $15,0002025-04-09
BUYRob BresnahanR
$15,001 - $50,0002025-04-08
SELLJulie JohnsonD
$1,001 - $15,0002025-04-07
SELLDaniel S. GoldmanD
$15,001 - $50,0002025-02-11
BUYRo KhannaD
$1,001 - $15,0002025-01-22
BUYRo KhannaD
$1,001 - $15,0002024-11-12
BUYVal HoyleD
$1,001 - $15,0002024-10-29
SPGI Institutional Ownership — Superinvestor Holdings | Superinvestor 13F Tracker