Position in SPGI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$493,599
-$22,763 QoQ
Shares Held
1,281
-0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,270
of 1,991 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SPGI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026WESTWOOD HOLDINGS GROUP INC holds $66,298,306 across 6 Financial Data & Stock Exchanges names. SPGI ranks #5 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSCI |
MSCI Inc.
|
54,324 | $30,423,612 | |
| 2 | ICE |
Intercontinental Exchange, Inc.
|
176,730 | $21,757,230 | |
| 3 | FDS |
Factset Research Systems Inc
|
54,429 | $12,523,024 | |
| 4 | CME |
Cme Group Inc.
|
3,007 | $664,035 | |
| 5 | SPGI |
S&P Global Inc.
This page
|
1,281 | $493,599 | |
| 6 | CBOE |
Cboe Global Markets, Inc.
|
1,800 | $436,806 |
All Filings in SPGI
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $493,599 | 1,212 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $516,362 | 1,214 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $634,424 | 1,214 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $595,246 | 1,223 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $656,476 | 1,245 | Shares | Defined | 2025-10-08 | |
| 2025-03-31 | $623,946 | 1,228 | Shares | Defined | 2025-05-09 | |
| 2024-12-31 | $1,861,137 | 3,737 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $645,258 | 1,249 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $547,687 | 1,228 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $519,899 | 1,222 | Shares | Defined | 2024-06-06 | |
| 2023-12-31 | $537,434 | 1,220 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $455,300 | 1,246 | Shares | Defined | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||