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Baron Capital: SPGI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Baron Capital on SPGI, newest first. How the timeline and the estimate are built.

Baron Capital held 36,576 SPGI shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 36,576 shares
    Change vs previous 13F -2,601 shares

    0.02% of the 13F portfolio, value $14,895,942.

    13F-HR 0001017918-26-000067 filed by BAMCO INC /NY/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 39,177 shares
    Change vs previous 13F +270 shares

    0.05% of the 13F portfolio, value $16,663,545.

    13F-HR 0001017918-26-000043 filed by BAMCO INC /NY/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 38,907 shares
    Change vs previous 13F -6,219 shares

    0.06% of the 13F portfolio, value $20,332,409.

    13F-HR 0001017918-26-000015 filed by BAMCO INC /NY/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 45,126 shares
    Change vs previous 13F +15 shares

    0.06% of the 13F portfolio, value $21,963,275.

    13F-HR 0001017918-25-000059 filed by BAMCO INC /NY/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 45,111 shares
    Change vs previous 13F +100 shares

    0.06% of the 13F portfolio, value $23,786,579.

    13F-HR 0001017918-25-000041 filed by BAMCO INC /NY/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 45,011 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $22,870,089.

    13F-HR 0001017918-25-000031 filed by BAMCO INC /NY/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 45,011 shares
    Change vs previous 13F -230 shares

    0.06% of the 13F portfolio, value $22,416,828.

    13F-HR 0001017918-25-000019 filed by BAMCO INC /NY/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 45,241 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $23,372,405.

    13F-HR 0001017918-24-000083 filed by BAMCO INC /NY/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).