Allen Investment Management, LLC

Position in SPGI — S&P Global Inc.

CIK 1326234 NEW YORK, NY

Back to SPGI Full portfolio

Position in SPGI

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$3,746,791

-$281,492,998 QoQ

Shares Held

9,724

-98.6% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#710

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, 2026

Allen Investment Management, LLC holds $270,764,085 across 3 Financial Data & Stock Exchanges names. SPGI ranks #3 (1.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCO	Moodys Corp /De/	544,862	$246,778,897
2	COIN	Coinbase Global, Inc.	138,439	$20,238,397
3	SPGI	S&P Global Inc. This page	9,724	$3,746,791

All Filings in SPGI

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,746,791	9,200	-98.6%	Shares	Defined	2026-08-05
2026-03-31	$285,239,789	670,616	-4.8%	Shares	Defined	2026-05-07
2025-12-31	$368,264,989	704,692	-4.5%	Shares	Defined	2026-02-10
2025-09-30	$359,319,516	738,262	-13.6%	Shares	Defined	2025-11-06
2025-06-30	$450,752,319	854,847	-6.0%	Shares	Defined	2025-08-07
2025-03-31	$461,889,326	909,052	-0.5%	Shares	Defined	2025-05-07
2024-12-31	$454,881,646	913,362	-2.2%	Shares	Defined	2025-02-10
2024-09-30	$482,401,213	933,764	-2.5%	Shares	Defined	2024-11-07
2024-06-30	$427,155,595	957,748	+6.1%	Shares	Defined	2024-08-08
2024-03-31	$384,201,350	903,047	+9.4%	Shares	Defined	2024-05-07
2023-12-31	$363,500,340	825,162	+7.9%	Shares	Defined	2024-02-14
2023-09-30	$279,482,356	764,846	+1.5%	Shares	Defined	2023-11-13
2023-06-30	$301,996,832	753,316	+12.9%	Shares	Defined	2023-08-07
2023-03-31	$230,121,245	667,463	+1.6%	Shares	Defined	2023-05-09
2022-12-31	$220,107,860	657,156	+22.1%	Shares	Defined	2023-02-13
2022-09-30	$164,354,924	538,251	+21.4%	Shares	Defined	2022-11-07
2022-06-30	$149,483,061	443,491	+19.7%	Shares	Defined	2022-08-08
2022-03-31	$152,005,305	370,582	+33.9%	Shares	Defined	2022-05-05
2021-12-31	$130,582,557	276,699	-5.8%	Shares	Defined	2022-02-10
2021-09-30	$124,753,654	293,614	-0.1%	Shares	Defined	2021-11-05
2021-06-30	$120,661,631	293,974	+1.1%	Shares	Defined	2021-08-11
2021-03-31	$102,648,483	290,896	-1.1%	Shares	Defined	2021-05-17
2020-12-31	$96,691,972	294,138	+0.0%	Shares	Defined	2021-02-03
2020-09-30	$106,065,438	294,136	-0.1%	Shares	Defined	2020-11-03
2020-06-30	$97,006,821	294,424	+51.2%	Shares	Defined	2020-08-10
2020-03-31	$47,719,080	194,732	—	Shares	Defined	2020-05-07
No filing history on record for this holder in this stock.