Jefferies Group's SPGI Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 1,985 shares of S&P Global Inc. (SPGI) worth $844,300, representing 0.01% of the portfolio. First purchased in 2023-Q4, this medium-term investment has been held for 9 quarters.
Based on 13F filings, Jefferies Group has maintained a strategic position in SPGI, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2024, adding 5,183 shares. Largest reduction occurred in Q4 2024, reducing 5,183 shares.
Analysis based on 13F filings available since 2013 Q2
Jefferies Group's S&P Global (SPGI) Holding Value Over Time
Track share changes against reported price movement
Quarterly S&P Global (SPGI) Trades by Jefferies Group
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +879 | Add 79.48% | 1,985 | $425.34 |
| Q4 2025 | +106 | Add 10.60% | 1,106 | $522.59 |
| Q3 2025 | -200 | Reduce 16.67% | 1,000 | $486.71 |
| Q2 2025 | +1,200 | New Buy | 1,200 | $527.29 |
| Q4 2024 | -5,183 | Sold Out | 0 | $0.00 |
| Q3 2024 | +5,183 | New Buy | 5,183 | $516.62 |
| Q2 2024 | -1,100 | Sold Out | 0 | $0.00 |
| Q1 2024 | -753 | Reduce 40.64% | 1,100 | $425.45 |
| Q4 2023 | +1,853 | New Buy | 1,853 | $440.52 |
Jefferies Group's S&P Global Investment FAQs
Jefferies Group first purchased S&P Global Inc. (SPGI) in Q4 2023, acquiring 1,853 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group has held S&P Global Inc. (SPGI) for 9 quarters since Q4 2023.
Jefferies Group's largest addition to S&P Global Inc. (SPGI) was in Q3 2024, adding 5,183 shares worth $2.68 M.
According to the latest 13F filing for Q1 2026, Jefferies Group's firm, Jefferies Financial Group Inc., owns 1,985 shares of S&P Global Inc. (SPGI), valued at approximately $844,300.
As of the Q1 2026 filing, S&P Global Inc. (SPGI) represents approximately 0.01% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings.
Jefferies Group's peak holding in S&P Global Inc. (SPGI) was 5,183 shares, as reported at the end of Q3 2024.