Position in SPGI
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$698,408
-$159,684 QoQ
Shares Held
1,642
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SPGI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Mar 31, 2026EVERETT HARRIS & CO /CA/ holds $33,840,809 across 2 Financial Data & Stock Exchanges names. SPGI ranks #2 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FDS |
Factset Research Systems Inc
|
152,737 | $33,142,401 | |
| 2 | SPGI |
S&P Global Inc.
This page
|
1,642 | $698,408 |
All Filings in SPGI
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $698,408 | 1,642 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $858,092 | 1,642 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $975,853 | 2,005 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,057,216 | 2,005 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $709,815 | 1,397 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $695,747 | 1,397 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $694,853 | 1,345 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $599,869 | 1,345 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $377,799 | 888 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $391,181 | 888 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $321,560 | 880 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $352,783 | 880 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $303,397 | 880 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $294,747 | 880 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $268,707 | 880 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $313,465 | 930 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $381,467 | 930 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $438,894 | 930 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $395,147 | 930 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $381,718 | 930 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $328,169 | 930 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $305,718 | 930 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $335,357 | 930 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $306,416 | 930 | Shares | Sole | 2020-07-29 | |
| No filing history on record for this holder in this stock. | ||||||