Joel Greenblatt's SPGI Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 20,217 shares of S&P Global Inc. (SPGI) worth $10.57 M, representing 0.04% of the portfolio. First purchased in 2016-Q2, this long-term strategic position has been held for 39 quarters.
Based on 13F filings, Joel Greenblatt has maintained a strategic position in SPGI, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2019, adding 46,372 shares. Largest reduction occurred in Q4 2018, reducing 51,802 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's S&P Global (SPGI) Holding Value Over Time
Track share changes against reported price movement
Quarterly S&P Global (SPGI) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -6,017 | Reduce 22.94% | 20,217 | $522.59 |
| Q3 2025 | +3,509 | Add 15.44% | 26,234 | $486.71 |
| Q2 2025 | -2,697 | Reduce 10.61% | 22,725 | $527.29 |
| Q1 2025 | +4,568 | Add 21.90% | 25,422 | $508.10 |
| Q4 2024 | -819 | Reduce 3.78% | 20,854 | $498.03 |
| Q3 2024 | +7,435 | Add 52.22% | 21,673 | $516.62 |
| Q2 2024 | +3,886 | Add 37.54% | 14,238 | $446.00 |
| Q1 2024 | +6,174 | Add 147.77% | 10,352 | $425.45 |
| Q4 2023 | -38 | Reduce 0.90% | 4,178 | $440.52 |
| Q3 2023 | +436 | Add 11.53% | 4,216 | $365.41 |
| Q2 2023 | -201 | Reduce 5.05% | 3,780 | $400.89 |
| Q1 2023 | -4,088 | Reduce 50.66% | 3,981 | $344.77 |
| Q4 2022 | +1,600 | Add 24.73% | 8,069 | $334.94 |
| Q3 2022 | +4,818 | Add 291.82% | 6,469 | $305.30 |
| Q2 2022 | -5,979 | Reduce 78.36% | 1,651 | $336.77 |
| Q1 2022 | -6,819 | Reduce 47.19% | 7,630 | $410.22 |
| Q4 2021 | +4,930 | Add 51.79% | 14,449 | $471.94 |
| Q3 2021 | +1,846 | Add 24.06% | 9,519 | $424.94 |
| Q2 2021 | -10,376 | Reduce 57.49% | 7,673 | $410.40 |
| Q1 2021 | -27,786 | Reduce 60.62% | 18,049 | $352.87 |
| Q4 2020 | +14,519 | Add 46.36% | 45,835 | $328.72 |
| Q3 2020 | +15,647 | Add 99.86% | 31,316 | $360.61 |
| Q2 2020 | -564 | Reduce 3.47% | 15,669 | $329.50 |
| Q1 2020 | -34,308 | Reduce 67.88% | 16,233 | $245.06 |
| Q4 2019 | -26,475 | Reduce 34.38% | 50,541 | $273.05 |
| Q3 2019 | +46,372 | Add 151.32% | 77,016 | $244.98 |
| Q2 2019 | +19,019 | Add 163.60% | 30,644 | $227.78 |
| Q1 2019 | -556 | Reduce 4.56% | 11,625 | $210.58 |
| Q4 2018 | -51,802 | Reduce 80.96% | 12,181 | $169.94 |
| Q3 2018 | +10,480 | Add 19.59% | 63,983 | $195.40 |
| Q2 2018 | +22,011 | Add 69.89% | 53,503 | $203.90 |
| Q1 2018 | +20,654 | Add 190.57% | 31,492 | $191.06 |
| Q4 2017 | -3,005 | Reduce 21.71% | 10,838 | $169.40 |
| Q3 2017 | -320 | Reduce 2.26% | 13,843 | $156.32 |
| Q2 2017 | +9,618 | Add 211.62% | 14,163 | $146.01 |
| Q1 2017 | -23,882 | Reduce 84.01% | 4,545 | $130.69 |
| Q4 2016 | +14,246 | Add 100.46% | 28,427 | $107.54 |
| Q3 2016 | +11,239 | Add 382.02% | 14,181 | $126.58 |
| Q2 2016 | +2,942 | New Buy | 2,942 | $107.41 |
Joel Greenblatt's S&P Global Investment FAQs
Joel Greenblatt first purchased S&P Global Inc. (SPGI) in Q2 2016, acquiring 2,942 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held S&P Global Inc. (SPGI) for 39 quarters since Q2 2016.
Joel Greenblatt's largest addition to S&P Global Inc. (SPGI) was in Q3 2019, adding 77,016 shares worth $18.87 M.
According to the latest 13F filing for Q4 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 20,217 shares of S&P Global Inc. (SPGI), valued at approximately $10.57 M.
As of the Q4 2025 filing, S&P Global Inc. (SPGI) represents approximately 0.04% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in S&P Global Inc. (SPGI) was 77,016 shares, as reported at the end of Q3 2019.