Position in FDS
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$9,809,680
-$2,940,685 QoQ
Shares Held
45,208
+2.9% QoQ
Ownership
0.127%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in FDS Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Mar 31, 2026STIFEL FINANCIAL CORP holds $703,047,268 across 11 Financial Data & Stock Exchanges names. FDS ranks #9 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCO |
Moodys Corp /De/
|
655,920 | $286,145,098 | |
| 2 | SPGI |
S&P Global Inc.
|
498,981 | $200,791,448 | |
| 3 | CME |
Cme Group Inc.
|
221,457 | $65,407,323 | |
| 4 | ICE |
Intercontinental Exchange, Inc.
|
386,754 | $60,828,666 | |
| 5 | NDAQ |
Nasdaq, Inc.
|
378,655 | $32,144,021 | |
| 6 | COIN |
Coinbase Global, Inc.
|
75,580 | $13,197,022 | |
| 7 | MSCI |
MSCI Inc.
|
22,342 | $12,042,559 | |
| 8 | MORN |
Morningstar, Inc.
|
63,101 | $10,667,222 |
All Filings in FDS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,809,680 | 45,208 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $12,750,365 | 43,938 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $11,791,926 | 41,160 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $18,929,781 | 42,322 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $19,188,988 | 42,207 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $21,490,606 | 44,746 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $19,731,701 | 42,909 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $17,936,931 | 43,934 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $20,064,952 | 44,158 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $21,007,849 | 44,037 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $18,294,956 | 41,840 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $16,143,790 | 40,294 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $16,596,126 | 39,982 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $15,040,559 | 37,488 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $15,197,776 | 37,984 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $15,006,690 | 39,022 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $16,850,663 | 38,813 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $22,757,902 | 46,826 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $16,722,089 | 42,358 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $12,200,764 | 36,354 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $11,148,737 | 36,128 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $10,819,549 | 32,540 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $10,581,201 | 31,597 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $9,322,962 | 28,383 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $6,897,331 | 26,459 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||