UNIVEST FINANCIAL Corp

Position in SPGI — S&P Global Inc.

CIK 102212 SOUDERTON, PA

Position in SPGI

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$20,450,966

+$831,735 QoQ

Shares Held

53,078

+8.9% QoQ

Ownership

0.017%

of shares outstanding

% of Portfolio

1.34%

of 13F equity value

Holder Rank

#345

of 1,991 holders

Holding Since

Mar 2021

22 quarters on record

Voting authority Sole 31% Shared 0% None 69%

Financial Services · as of Jun 30, 2026

UNIVEST FINANCIAL Corp holds $29,278,597 across 4 Financial Data & Stock Exchanges names. SPGI ranks #1 (69.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPGI	S&P Global Inc. This page	53,078	$20,450,966
2	ICE	Intercontinental Exchange, Inc.	45,554	$5,608,152
3	CME	Cme Group Inc.	8,264	$1,824,939
4	MCO	Moodys Corp /De/	3,079	$1,394,540

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$20,450,966	50,216	+8.9%	Shares	Other	2026-08-07
2026-03-31	$19,619,231	46,126	+29.6%	Shares	Other	2026-05-01
2025-12-31	$18,605,248	35,602	+0.1%	Shares	Defined	2026-02-04
2025-09-30	$17,316,168	35,578	-5.3%	Shares	Defined	2025-10-30
2025-06-30	$19,800,267	37,551	+10.5%	Shares	Defined	2025-08-04
2025-03-31	$17,273,367	33,996	+0.7%	Shares	Defined	2025-05-08
2024-12-31	$16,818,470	33,770	+2.4%	Shares	Other	2025-02-12
2024-09-30	$17,044,844	32,993	+225.9%	Shares	Other	2024-11-14
2024-06-30	$4,515,748	10,125	+3.6%	Shares	Other	2024-08-05
2024-03-31	$4,159,624	9,777	-5.1%	Shares	Other	2024-05-08
2023-12-31	$4,539,998	10,306	+0.4%	Shares	Other	2024-02-06
2023-09-30	$3,749,836	10,262	-7.9%	Shares	Sole	2023-11-08
2023-06-30	$4,469,121	11,148	+2.3%	Shares	Sole	2023-08-08
2023-03-31	$3,755,924	10,894	-4.5%	Shares	Other	2023-05-08
2022-12-31	$3,822,000	11,411	+0.7%	Shares	Sole	2023-02-10
2022-09-30	$3,461,141	11,335	+1.2%	Shares	Other	2022-11-04
2022-06-30	$3,774,059	11,197	+3.8%	Shares	Other	2022-08-05
2022-03-31	$4,426,251	10,791	-7.0%	Shares	Sole	2022-05-05
2021-12-31	$5,477,219	11,606	-4.5%	Shares	Sole	2022-02-08
2021-09-30	$5,164,537	12,155	-2.6%	Shares	Sole	2021-11-12
2021-06-30	$5,123,236	12,482	+1.4%	Shares	Other	2021-07-20
2021-03-31	$4,341,712	12,304	—	Shares	Sole	2021-04-14
No filing history on record for this holder in this stock.