Position in SPGI
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$9,392,782
-$52,723,310 QoQ
Shares Held
22,083
-81.4% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 8.458995607480869.ToString("F0")%
Shared 91.54100439251913.ToString("F0")%
None 0.ToString("F0")%
Common Shares in SPGI Over Time
Shares Held
Position Value (USD)
Derivatives in SPGI
reported options exposure · as of Mar 31, 2024CallValue
$4,254,500
CallShares
10,000
PutValue
$7,700,645
PutShares
18,100
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Financial Data & Stock Exchanges
Financial Services · as of Mar 31, 2026MARSHALL WACE, LLP holds $542,319,440 across 7 Financial Data & Stock Exchanges names. SPGI ranks #6 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CME |
Cme Group Inc.
|
804,218 | $237,525,784 | |
| 2 | FDS |
Factset Research Systems Inc
|
790,829 | $171,601,984 | |
| 3 | MCO |
Moodys Corp /De/
|
131,265 | $57,264,355 | |
| 4 | CBOE |
Cboe Global Markets, Inc.
|
155,221 | $43,627,966 | |
| 5 | ICE |
Intercontinental Exchange, Inc.
|
134,267 | $21,117,513 | |
| 6 | SPGI |
S&P Global Inc.
This page
|
22,083 | $9,392,782 | |
| 7 | MORN |
Morningstar, Inc.
|
10,583 | $1,789,056 |
All Filings in SPGI
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,392,782 | 22,083 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $62,116,092 | 118,862 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $49,202,973 | 101,093 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $84,480,821 | 160,217 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $103,492,856 | 203,686 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $98,246,376 | 197,270 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $54,048,783 | 104,620 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $173,631,368 | 389,308 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $7,700,645 | 18,100 | Put | Other | 2024-05-15 | |
| 2024-03-31 | $4,254,500 | 10,000 | Call | Other | 2024-05-15 | |
| 2024-03-31 | $128,488,877 | 302,007 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $52,465,050 | 119,098 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $25,006,833 | 68,435 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $191,489,516 | 477,661 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $242,753,245 | 704,102 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $171,042,804 | 510,667 | Shares | Other | 2023-02-14 | |
| 2022-09-30 | $10,992,600 | 36,000 | Call | Other | 2022-11-14 | |
| 2022-09-30 | $62,689,881 | 205,305 | Shares | Other | 2022-11-14 | |
| 2022-09-30 | $12,855,235 | 42,100 | Put | Other | 2022-11-14 | |
| 2022-06-30 | $129,137,122 | 383,128 | Shares | Other | 2022-08-15 | |
| 2022-03-31 | $632,210,432 | 1,541,300 | Shares | Other | 2022-05-16 | |
| 2021-12-31 | $413,823,617 | 876,875 | Shares | Other | 2022-02-14 | |
| 2021-09-30 | $75,117,577 | 176,793 | Shares | Sole | 2021-11-15 | |
| 2021-03-31 | $40,778,362 | 115,562 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $35,154,714 | 106,941 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $39,084,712 | 108,388 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $419,428 | 1,273 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $160,262 | 654 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||