BOSTON FAMILY OFFICE LLC

Family Office

Position in SPGI — S&P Global Inc.

CIK 1039807 BOSTON, MA

Position in SPGI

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$23,241,512

-$1,197,246 QoQ

Shares Held

60,321

-0.7% QoQ

Ownership

0.019%

of shares outstanding

% of Portfolio

1.66%

of 13F equity value

Holder Rank

#322

of 1,991 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

BOSTON FAMILY OFFICE LLC holds $24,111,806 across 3 Financial Data & Stock Exchanges names. SPGI ranks #1 (96.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPGI	S&P Global Inc. This page	60,321	$23,241,512
2	MCO	Moodys Corp /De/	1,454	$658,545
3	ICE	Intercontinental Exchange, Inc.	1,720	$211,749

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$23,241,512	57,068	-0.7%	Shares	Sole	2026-08-12
2026-03-31	$24,438,758	57,457	+3.2%	Shares	Sole	2026-05-13
2025-12-31	$29,109,307	55,702	+1.3%	Shares	Sole	2026-02-13
2025-09-30	$26,752,989	54,967	+3.4%	Shares	Sole	2025-11-12
2025-06-30	$28,041,812	53,181	+0.9%	Shares	Sole	2025-08-13
2025-03-31	$26,783,983	52,714	-0.1%	Shares	Sole	2025-05-13
2024-12-31	$26,287,515	52,783	+0.7%	Shares	Sole	2025-02-12
2024-09-30	$27,066,758	52,392	+0.2%	Shares	Sole	2024-11-13
2024-06-30	$23,312,419	52,270	+1.8%	Shares	Sole	2024-08-12
2024-03-31	$21,848,134	51,353	+2.8%	Shares	Sole	2024-05-13
2023-12-31	$22,010,139	49,964	+0.8%	Shares	Sole	2024-02-12
2023-09-30	$18,109,352	49,559	-0.2%	Shares	Sole	2023-11-13
2023-06-30	$19,898,975	49,637	+2.5%	Shares	Sole	2023-08-14
2023-03-31	$16,697,557	48,431	+1.9%	Shares	Sole	2023-05-10
2022-12-31	$15,924,389	47,544	-9.2%	Shares	Sole	2023-02-07
2022-09-30	$15,996,979	52,389	+14.3%	Shares	Sole	2022-11-08
2022-06-30	$15,451,165	45,841	-5.7%	Shares	Sole	2022-08-11
2022-03-31	$19,936,796	48,605	+7.3%	Shares	Sole	2022-05-11
2021-12-31	$21,373,237	45,289	+4.4%	Shares	Sole	2022-02-14
2021-09-30	$18,424,505	43,363	+2.4%	Shares	Sole	2021-11-15
2021-06-30	$17,380,916	42,346	+23.0%	Shares	Sole	2021-08-12
2021-03-31	$12,152,138	34,438	+26.2%	Shares	Sole	2021-05-07
2020-12-31	$8,971,040	27,290	-2.1%	Shares	Sole	2021-02-16
2020-09-30	$10,048,118	27,865	-0.2%	Shares	Sole	2020-11-10
2020-06-30	$9,200,399	27,924	-1.0%	Shares	Sole	2020-08-06
2020-03-31	$6,911,880	28,206	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.