Joel Greenblatt's SPGI Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 26.2K shares of S&P Global Inc. (SPGI) worth $12.77 M, representing 0.06% of the portfolio. First purchased in 2016-Q2, this long-term strategic position has been held for 38 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 46.4K shares. Largest reduction occurred in Q4 2018, reducing 51.8K 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
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2016 | +2,942 | New Buy | 2,942 | $107.41 |
| Q3 2016 | +11,239 | Add 382.02% | 14,181 | $126.58 |
| Q4 2016 | +14,246 | Add 100.46% | 28,427 | $107.54 |
| Q1 2017 | -23,882 | Reduce 84.01% | 4,545 | $130.69 |
| Q2 2017 | +9,618 | Add 211.62% | 14,163 | $146.01 |
| Q3 2017 | -320 | Reduce 2.26% | 13,843 | $156.32 |
| Q4 2017 | -3,005 | Reduce 21.71% | 10,838 | $169.40 |
| Q1 2018 | +20,654 | Add 190.57% | 31,492 | $191.06 |
| Q2 2018 | +22,011 | Add 69.89% | 53,503 | $203.90 |
| Q3 2018 | +10,480 | Add 19.59% | 63,983 | $195.40 |
| Q4 2018 | -51,802 | Reduce 80.96% | 12,181 | $169.94 |
| Q1 2019 | -556 | Reduce 4.56% | 11,625 | $210.58 |
| Q2 2019 | +19,019 | Add 163.60% | 30,644 | $227.78 |
| Q3 2019 | +46,372 | Add 151.32% | 77,016 | $244.98 |
| Q4 2019 | -26,475 | Reduce 34.38% | 50,541 | $273.05 |
| Q1 2020 | -34,308 | Reduce 67.88% | 16,233 | $245.06 |
| Q2 2020 | -564 | Reduce 3.47% | 15,669 | $329.50 |
| Q3 2020 | +15,647 | Add 99.86% | 31,316 | $360.61 |
| Q4 2020 | +14,519 | Add 46.36% | 45,835 | $328.72 |
| Q1 2021 | -27,786 | Reduce 60.62% | 18,049 | $352.87 |
| Q2 2021 | -10,376 | Reduce 57.49% | 7,673 | $410.40 |
| Q3 2021 | +1,846 | Add 24.06% | 9,519 | $424.94 |
| Q4 2021 | +4,930 | Add 51.79% | 14,449 | $471.94 |
| Q1 2022 | -6,819 | Reduce 47.19% | 7,630 | $410.22 |
| Q2 2022 | -5,979 | Reduce 78.36% | 1,651 | $336.77 |
| Q3 2022 | +4,818 | Add 291.82% | 6,469 | $305.30 |
| Q4 2022 | +1,600 | Add 24.73% | 8,069 | $334.94 |
| Q1 2023 | -4,088 | Reduce 50.66% | 3,981 | $344.77 |
| Q2 2023 | -201 | Reduce 5.05% | 3,780 | $400.89 |
| Q3 2023 | +436 | Add 11.53% | 4,216 | $365.41 |
| Q4 2023 | -38 | Reduce 0.90% | 4,178 | $440.52 |
| Q1 2024 | +6,174 | Add 147.77% | 10,352 | $425.45 |
| Q2 2024 | +3,886 | Add 37.54% | 14,238 | $446.00 |
| Q3 2024 | +7,435 | Add 52.22% | 21,673 | $516.62 |
| Q4 2024 | -819 | Reduce 3.78% | 20,854 | $498.03 |
| Q1 2025 | +4,568 | Add 21.90% | 25,422 | $508.10 |
| Q2 2025 | -2,697 | Reduce 10.61% | 22,725 | $527.29 |
| Q3 2025 | +3,509 | Add 15.44% | 26,234 | $486.71 |
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 38 quarters since Q2 2016. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt's largest addition to S&P Global Inc. (SPGI) was in Q3 2019, adding 77,016 shares worth $18.87 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 26,234 shares of S&P Global Inc. (SPGI), valued at approximately $12.77 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, S&P Global Inc. (SPGI) represents approximately 0.06% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt's peak holding in S&P Global Inc. (SPGI) was 77,016 shares, as reported at the end of Q3 2019. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.