Position in SPGI
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$6,581,320
-$2,798,276 QoQ
Shares Held
17,081
-26.7% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.63%
of 13F equity value
Holder Rank
#565
of 1,991 holders
Holding Since
Mar 2020
26 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, 2026MOTCO holds $16,033,579 across 9 Financial Data & Stock Exchanges names. SPGI ranks #1 (41.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
This page
|
17,081 | $6,581,320 | |
| 2 | ICE |
Intercontinental Exchange, Inc.
|
45,617 | $5,615,908 | |
| 3 | CME |
Cme Group Inc.
|
17,162 | $3,789,883 | |
| 4 | NDAQ |
Nasdaq, Inc.
|
305 | $24,040 | |
| 5 | FDS |
Factset Research Systems Inc
|
67 | $15,415 | |
| 6 | MCO |
Moodys Corp /De/
|
12 | $5,435 | |
| 7 | COIN |
Coinbase Global, Inc.
|
5 | $730 | |
| 8 | MSCI |
MSCI Inc.
|
1 | $560 |
All Filings in SPGI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,581,320 | 16,160 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $9,379,596 | 22,052 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $10,941,988 | 20,938 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $10,123,080 | 20,799 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $10,961,305 | 20,788 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $10,219,415 | 20,113 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $9,917,270 | 19,913 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $10,529,749 | 20,382 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $9,824,932 | 22,029 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $9,146,749 | 21,499 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $9,105,547 | 20,670 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $7,588,468 | 20,767 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $8,286,395 | 20,670 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $7,109,157 | 20,620 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $56,939 | 170 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $51,909 | 170 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $59,996 | 178 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $64,398 | 157 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $65,126 | 138 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $58,634 | 138 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $434,666 | 1,059 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $367,690 | 1,042 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $23,339 | 71 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $18,029 | 50 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $16,474 | 50 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $12,252 | 50 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||