SEC 13F Intelligence

Allen Investment Management, LLC / SPGI

Allen Investment Management, LLC’s S&P Global Inc Position

Does Allen Investment Management, LLC own S&P Global Inc (SPGI)? Yes — 670.6K shares worth $285M (+3.53% of its 13F portfolio) as of Q1 2026, down from 704.7K shares the prior filed quarter.

Position Value
$285M
Q1 2026
Shares
670.6K
% of Portfolio
+3.53%
Quarters Held
30
currently held

Position History SPGI

Reported value by quarter
Q4 ’18: $30MQ4 ’18Q1 ’19: $37MQ2 ’19: $41MQ3 ’19: $44MQ4 ’19: $49MQ4 ’19Q1 ’20: $48MQ2 ’20: $97MQ3 ’20: $106MQ4 ’20: $97MQ4 ’20Q1 ’21: $103MQ2 ’21: $121MQ3 ’21: $125MQ4 ’21: $131MQ4 ’21Q1 ’22: $152MQ2 ’22: $149MQ3 ’22: $164MQ4 ’22: $220MQ4 ’22Q1 ’23: $230MQ2 ’23: $302MQ3 ’23: $279MQ4 ’23: $364MQ4 ’23Q1 ’24: $384MQ2 ’24: $427MQ3 ’24: $482MQ4 ’24: $455MQ4 ’24Q1 ’25: $462MQ2 ’25: $451MQ3 ’25: $359MQ4 ’25: $368MQ4 ’25Q1 ’26: $285Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026670.6K$285M+3.53%
Q4 2025704.7K$368M+4.08%
Q3 2025738.3K$359M+3.99%
Q2 2025854.8K$451M+4.91%
Q1 2025909.1K$462M+5.39%
Q4 2024913.4K$455M+5.25%
Q3 2024933.8K$482M+5.73%
Q2 2024957.7K$427M+5.19%
Q1 2024903.0K$384M+4.82%
Q4 2023825.2K$364M+4.86%
Q3 2023764.8K$279M+4.09%
Q2 2023753.3K$302M+4.44%
Q1 2023667.5K$230M+3.86%
Q4 2022657.2K$220M+3.54%
Q3 2022538.3K$164M+2.84%
Q2 2022443.5K$149M+2.42%
Q1 2022370.6K$152M+2.04%
Q4 2021276.7K$131M+1.64%
Q3 2021293.6K$125M+1.71%
Q2 2021294.0K$121M+1.62%
Q1 2021290.9K$103M+1.58%
Q4 2020294.1K$97M+1.64%
Q3 2020294.1K$106M+1.97%
Q2 2020294.4K$97M+2.04%
Q1 2020194.7K$48M+1.43%
Q4 2019180.8K$49M+1.18%
Q3 2019180.8K$44M+1.17%
Q2 2019180.8K$41M+1.18%
Q1 2019177.1K$37M+1.17%
Q4 2018176.2K$30M+1.21%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Allen Investment Management, LLC’s full portfolio or all institutional holders of SPGI.