Ray Dalio's SPGI Position Overview
Ray Dalio (via Bridgewater Associates, Lp) currently holds 78,134 shares of S&P Global Inc. (SPGI) worth $40.83 M, representing 0.15% of the portfolio. First purchased in 2016-Q2, this long-term strategic position has been held for 28 quarters.
Based on 13F filings, Ray Dalio has maintained a strategic position in SPGI, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2024, adding 82,637 shares. Largest reduction occurred in Q2 2025, reducing 80,328 shares.
Analysis based on 13F filings available since 2013 Q2
Ray Dalio's S&P Global (SPGI) Holding Value Over Time
Track share changes against reported price movement
Quarterly S&P Global (SPGI) Trades by Ray Dalio
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +50,178 | Add 179.49% | 78,134 | $522.59 |
| Q3 2025 | -36,197 | Reduce 56.42% | 27,956 | $486.71 |
| Q2 2025 | -80,328 | Reduce 55.60% | 64,153 | $527.29 |
| Q1 2025 | +49,281 | Add 51.77% | 144,481 | $508.10 |
| Q4 2024 | +43,639 | Add 84.64% | 95,200 | $498.03 |
| Q3 2024 | -40,964 | Reduce 44.27% | 51,561 | $516.62 |
| Q2 2024 | +9,888 | Add 11.97% | 92,525 | $446.00 |
| Q1 2024 | +82,637 | New Buy | 82,637 | $425.45 |
| Q2 2022 | -2,533 | Sold Out | 0 | $0.00 |
| Q1 2022 | +1,867 | Add 280.33% | 2,533 | $410.19 |
| Q4 2021 | +666 | New Buy | 666 | $471.47 |
| Q1 2021 | -17,000 | Sold Out | 0 | $0.00 |
| Q4 2020 | +3,739 | Add 28.20% | 17,000 | $328.71 |
| Q3 2020 | +6,598 | Add 99.02% | 13,261 | $360.61 |
| Q2 2020 | -10,971 | Reduce 62.22% | 6,663 | $329.43 |
| Q1 2020 | +17,634 | New Buy | 17,634 | $245.04 |
| Q4 2019 | -13,735 | Sold Out | 0 | $0.00 |
| Q3 2019 | +13,735 | New Buy | 13,735 | $244.99 |
| Q3 2018 | -3,443 | Sold Out | 0 | $0.00 |
| Q2 2018 | -13,622 | Reduce 79.82% | 3,443 | $203.89 |
| Q1 2018 | +17,065 | New Buy | 17,065 | $191.03 |
| Q4 2017 | -73,830 | Sold Out | 0 | $0.00 |
| Q3 2017 | +49,736 | Add 206.42% | 73,830 | $156.31 |
| Q2 2017 | -5,430 | Reduce 18.39% | 24,094 | $145.97 |
| Q1 2017 | +29,524 | New Buy | 29,524 | $130.74 |
| Q4 2016 | -31,100 | Sold Out | 0 | $0.00 |
| Q3 2016 | -23,143 | Reduce 42.67% | 31,100 | $126.56 |
| Q2 2016 | +54,243 | New Buy | 54,243 | $107.26 |
Ray Dalio's S&P Global Investment FAQs
Ray Dalio first purchased S&P Global Inc. (SPGI) in Q2 2016, acquiring 54,243 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ray Dalio has held S&P Global Inc. (SPGI) for 28 quarters since Q2 2016.
Ray Dalio's largest addition to S&P Global Inc. (SPGI) was in Q1 2024, adding 82,637 shares worth $35.16 M.
According to the latest 13F filing for Q4 2025, Ray Dalio's firm, Bridgewater Associates, Lp, owns 78,134 shares of S&P Global Inc. (SPGI), valued at approximately $40.83 M.
As of the Q4 2025 filing, S&P Global Inc. (SPGI) represents approximately 0.15% of Ray Dalio's publicly disclosed stock portfolio, making it one of their key holdings.
Ray Dalio's peak holding in S&P Global Inc. (SPGI) was 144,481 shares, as reported at the end of Q1 2025.