Current position

Ray Dalio’s S&P Global Inc (SPGI) position

Reported position history, portfolio importance and verified filing changes from public SEC disclosures.

Bridgewater Associates, LPVerified through Q2 2026
Relationship snapshot

At a glance

The full verified relationship, including prior ownership episodes and exits where supported.

First reportedQ2 2016Earliest verified positive filing snapshot
Latest statusCurrent positionBased on the latest supported relationship state
Peak shares144.48KHighest verified quarter-end share count
Quarters reported24Verified quarters with shares above zero
What happened?

Bridgewater Associates, LP first reported S&P Global Inc in Q2 2016. After an earlier exit, the position later appeared again in a verified filing. The reported position was increased and reduced across later filings. Bridgewater Associates, LP currently reports 95.01K shares. The latest verified filing showed: Bought 190.6% more.

Verified SEC history

Position over time

See the same verified relationship through reported shares, portfolio weight or reported value.

Metric

Gaps indicate periods that cannot be safely connected or where a verified corporate action changes the raw share scale. Stock price, when available, is market context and not a transaction price.

Key filing events

What changed

Latest filing plus the most meaningful reported changes. Unchanged quarters are collapsed by default.

Q2 2026
Bought 190.6% more+62.31K shares · 95.01K shares reported after the change
Filing context

Quarter-end price $407.26 · Estimated holding basis $441.26

Q1 2026
Sold 58.2% of the position−45.44K shares · 32.70K shares remained
Filing context

Quarter-end price $425.34 · Estimated holding basis $506.04

Q4 2025
Bought 179.5% more+50.18K shares · 78.13K shares reported after the change
Filing context

Quarter-end price $522.59 · Estimated holding basis $506.04

Q3 2025
Sold 56.4% of the position−36.20K shares · 27.96K shares remained
Filing context

Quarter-end price $486.71 · Estimated holding basis $476.35

Q2 2025
Sold 55.6% of the position−80.33K shares · 64.15K shares remained
Filing context

Quarter-end price $527.29 · Estimated holding basis $476.35

Q1 2025
Bought 51.8% more+49.28K shares · 144.48K shares reported after the change
Filing context

Quarter-end price $508.10 · Estimated holding basis $476.35

Portfolio importance

How important is S&P Global Inc in Bridgewater Associates, LP’s reported portfolio?

Relative importance is measured only within the verified primary non-option reported portfolio for each quarter.

Current portfolio weight0.2%Q2 2026
Current rank#104of 997 reported positions
Peak portfolio weight0.3%Q1 2025
Best historical rank#66Q3 2017
At peak importanceQ1 2025
SPGI
0.3%
Largest holding
8.7%
Cross-investor discovery

Who else owns S&P Global Inc?

Also reported by 7 other tracked investors in their latest verified filings.

Dev KantesariaValley Forge Capital Management
SPGI19.9% of reported portfolio
Chris HohnTCI Fund Management Ltd
SPGI10.9% of reported portfolio
Pat DorseyDorsey Asset Management LLC
SPGI8.3% of reported portfolio
Explore S&P Global Inc across all tracked investors →
SEC evidence & methodology

SEC filing evidence

Market context and filing-derived values are kept separate from actual transaction prices, which 13F filings do not disclose.

Latest verified stock price$405.322026-09-18

Market context only; not an investor transaction price.

Latest filing quarter-end price$407.26Q2 2026

Derived from validated reported value and shares where supported.

Estimated holding basis$441.26Historical reference — not actual purchase price

Calculated from supported filing history.

Latest verified investor filingQ2 2026 · filed 2026-08-14
Open SEC filing ↗

This tracker follows Bridgewater Associates, LP’s Form 13F disclosures, not Ray Dalio’s personal brokerage account. Form 13F reports quarter-end positions later and does not reveal exact trade dates or execution prices.