Bailard, Inc.

SEC CIK: 0000750641
Latest filing: Jul 30, 2026

SEC filings (opens in a new tab)

SPGI holding history

S&P Global Inc. in every 13F filed by Bailard, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SPGI overview All 13F holders of SPGI Full Q2 2026 holdings

Shares (Q2 2026): 31,329
Value: $12.8M
% of portfolio: 0.3%
Quarters held: 22; Since Q1 2021

Holdings of SPGI by Bailard, Inc., by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	31,329	$12.8M	0.3%	−441−1.4%	Reduced	Holders
Q1 2026	31,770	$13.5M	0.3%	+22+0.1%	Added	Holders
Q4 2025	31,748	$16.6M	0.4%	+376+1.2%	Added	Holders
Q3 2025	31,372	$15.3M	0.3%	+691+2.3%	Added	Holders
Q2 2025	30,681	$16.2M	0.4%	+661+2.2%	Added	Holders
Q1 2025	30,020	$15.3M	0.4%	+153+0.5%	Added	Holders
Q4 2024	29,867	$14.9M	0.4%	+87+0.3%	Added	Holders
Q3 2024	29,780	$15.4M	0.4%	+125+0.4%	Added	Holders
Q2 2024	29,655	$13.2M	0.4%	−140.0%	Reduced	Holders
Q1 2024	29,669	$12.6M	0.3%	−63−0.2%	Reduced	Holders
Q4 2023	29,732	$13.1M	0.4%	+759+2.6%	Added	Holders
Q3 2023	28,973	$10.6M	0.4%	+39+0.1%	Added	Holders
Q2 2023	28,934	$11.6M	0.4%	−484−1.6%	Reduced	Holders
Q1 2023	29,418	$10.1M	0.4%	+130.0%	Added	Holders
Q4 2022	29,405	$9.85M	0.4%	−2,760−8.6%	Reduced	Holders
Q3 2022	32,165	$9.82M	0.4%	−1,567−4.6%	Reduced	Holders
Q2 2022	33,732	$11.4M	0.4%	−601−1.8%	Reduced	Holders
Q1 2022	34,333	$14.1M	0.5%	+235+0.7%	Added	Holders
Q4 2021	34,098	$16.1M	0.5%	+60+0.2%	Added	Holders
Q3 2021	34,038	$14.5M	0.5%	+224+0.7%	Added	Holders
Q2 2021	33,814	$13.9M	0.5%	+30.0%	Added	Holders
Q1 2021	33,811	$11.9M	0.4%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.