SEC 13F Intelligence

Rothschild & Co Wealth Management UK Ltd / SPGI

Rothschild & Co Wealth Management UK Ltd’s S&P Global Inc Position

Does Rothschild & Co Wealth Management UK Ltd own S&P Global Inc (SPGI)? Yes — 1.34M shares worth $571M (+8.74% of its 13F portfolio) as of Q1 2026, up from 1.06M shares the prior filed quarter.

Position Value
$571M
Q1 2026
Shares
1.34M
% of Portfolio
+8.74%
Quarters Held
27
currently held

Position History SPGI

Reported value by quarter
Q3 ’19: $365MQ3 ’19Q4 ’19: $433MQ1 ’20: $396MQ2 ’20: $493MQ3 ’20: $498MQ3 ’20Q4 ’20: $455MQ1 ’21: $506MQ2 ’21: $609MQ3 ’21: $640MQ3 ’21Q4 ’21: $711MQ1 ’22: $578MQ2 ’22: $478MQ3 ’22: $438MQ3 ’22Q4 ’22: $520MQ1 ’23: $549MQ2 ’23: $553MQ3 ’23: $510MQ3 ’23Q4 ’23: $605MQ1 ’24: $584MQ2 ’24: $577MQ3 ’24: $651MQ3 ’24Q4 ’24: $504MQ1 ’25: $516MQ2 ’25: $546MQ3 ’25: $512MQ3 ’25Q4 ’25: $555MQ1 ’26: $571Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20261.34M$571M+8.74%
Q4 20251.06M$555M+8.73%
Q3 20251.05M$512M+8.23%
Q2 20251.04M$546M+8.11%
Q1 20251.02M$516M+8.69%
Q4 20241.01M$504M+8.86%
Q3 20241.26M$651M+10.34%
Q2 20241.29M$577M+9.83%
Q1 20241.37M$584M+9.68%
Q4 20231.37M$605M+9.92%
Q3 20231.39M$510M+8.97%
Q2 20231.38M$553M+9.96%
Q1 20231.59M$549M+10.93%
Q4 20221.55M$520M+11.54%
Q3 20221.43M$438M+10.60%
Q2 20221.42M$478M+10.80%
Q1 20221.41M$578M+10.42%
Q4 20211.51M$711M+11.81%
Q3 20211.51M$640M+10.84%
Q2 20211.48M$609M+10.38%
Q1 20211.44M$506M+9.07%
Q4 20201.39M$455M+8.82%
Q3 20201.38M$498M+10.43%
Q2 20201.50M$493M+11.28%
Q1 20201.62M$396M+10.62%
Q4 20191.59M$433M+9.65%
Q3 20191.60M$365M+26.16%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Rothschild & Co Wealth Management UK Ltd’s full portfolio or all institutional holders of SPGI.