Montag & Caldwell, LLC
- SEC CIK
- 0000067698
- Latest filing
- Aug 15, 2025
SPGI holding history
S&P Global Inc. in every 13F filed by Montag & Caldwell, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
SPGI overviewAll 13F holders of SPGIFull Q2 2025 holdings
- Shares (Q2 2025)
- 23,826
- Value
- $12.6M
- % of portfolio
- 2.8%
- Quarters held
- 13
- Since Q1 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2025 | 23,826 | $12.6M | 2.8% | −1,191−4.8% | Reduced | Holders |
| Q1 2025 | 25,017 | $12.7M | 2.9% | −1,671−6.3% | Reduced | Holders |
| Q4 2024 | 26,688 | $13.3M | 2.8% | −6,798−20.3% | Reduced | Holders |
| Q3 2024 | 33,486 | $17.3M | 3.5% | −1,620−4.6% | Reduced | Holders |
| Q2 2024 | 35,106 | $15.7M | 3.2% | −1,792−4.9% | Reduced | Holders |
| Q1 2024 | 36,898 | $15.7M | 2.7% | −666−1.8% | Reduced | Holders |
| Q4 2023 | 37,564 | $16.5M | 2.9% | +4,931+15.1% | Added | Holders |
| Q3 2023 | 32,633 | $11.9M | 1.5% | +32,633 | New | Holders |
| Q2 2022 | 0 | $0 | 0.0% | −689−100.0% | Sold out | Holders |
| Q1 2022 | 689 | $283.0K | <0.1% | −191−21.7% | Reduced | Holders |
| Q4 2021 | 880 | $415.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2021 | 880 | $374.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2021 | 880 | $361.0K | <0.1% | −469−34.8% | Reduced | Holders |
| Q1 2021 | 1,349 | $476.0K | <0.1% | – | – | Holders |
Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.