Position in SPGI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$44,688,637
+$35,295,855 QoQ
Shares Held
115,985
+396.9% QoQ
Ownership
0.037%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#233
of 1,991 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
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
10,570
PutValue
$7,700,645
PutShares
19,132
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 Jun 30, 2026MARSHALL WACE, LLP holds $731,841,161 across 9 Financial Data & Stock Exchanges names. SPGI ranks #4 (6.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CME |
Cme Group Inc.
|
2,241,304 | $494,947,161 | |
| 2 | FDS |
Factset Research Systems Inc
|
403,312 | $92,794,024 | |
| 3 | CBOE |
Cboe Global Markets, Inc.
|
336,699 | $81,706,745 | |
| 4 | SPGI |
S&P Global Inc.
This page
|
115,985 | $44,688,637 | |
| 5 | NDAQ |
Nasdaq, Inc.
|
87,684 | $6,911,252 | |
| 6 | MCO |
Moodys Corp /De/
|
8,615 | $3,901,905 | |
| 7 | MORN |
Morningstar, Inc.
|
21,114 | $3,294,205 | |
| 8 | ICE |
Intercontinental Exchange, Inc.
|
22,487 | $2,768,374 |
All Filings in SPGI
Export CSV
30 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $44,688,637 | 109,730 | Shares | Sole | 2026-08-13 | |
| 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 | $49,202,975 | 101,093 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $84,480,829 | 160,217 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $103,492,857 | 203,686 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $98,246,370 | 197,270 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $54,048,789 | 104,620 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $173,631,362 | 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 | $128,488,878 | 302,007 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $52,465,047 | 119,098 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $25,006,830 | 68,435 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $191,489,505 | 477,661 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $242,753,273 | 704,102 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $171,042,827 | 510,667 | Shares | Other | 2023-02-14 | |
| 2022-09-30 | $10,992,598 | 36,000 | Call | Other | 2022-11-14 | |
| 2022-09-30 | $62,689,874 | 205,305 | Shares | Other | 2022-11-14 | |
| 2022-09-30 | $12,855,233 | 42,100 | Put | Other | 2022-11-14 | |
| 2022-06-30 | $129,137,110 | 383,128 | Shares | Other | 2022-08-15 | |
| 2022-03-31 | $632,210,353 | 1,541,300 | Shares | Other | 2022-05-16 | |
| 2021-12-31 | $413,823,612 | 876,875 | Shares | Other | 2022-02-14 | |
| 2021-09-30 | $75,117,578 | 176,793 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $30,957,371 | 75,423 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $40,778,367 | 115,562 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $35,154,710 | 106,941 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $39,084,711 | 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. | ||||||