Position in SPGI
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$47,271,073
-$1,221,937 QoQ
Shares Held
122,687
+1.8% QoQ
Ownership
0.039%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#225
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, 2026Janney Montgomery Scott LLC holds $146,855,626 across 10 Financial Data & Stock Exchanges names. SPGI ranks #1 (32.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
This page
|
122,687 | $47,271,073 | |
| 2 | COIN |
Coinbase Global, Inc.
|
205,437 | $30,032,835 | |
| 3 | MCO |
Moodys Corp /De/
|
40,400 | $18,297,968 | |
| 4 | CME |
Cme Group Inc.
|
72,758 | $16,067,149 | |
| 5 | MSCI |
MSCI Inc.
|
25,111 | $14,063,164 | |
| 6 | FDS |
Factset Research Systems Inc
|
34,568 | $7,953,405 | |
| 7 | ICE |
Intercontinental Exchange, Inc.
|
47,071 | $5,794,910 | |
| 8 | NDAQ |
Nasdaq, Inc.
|
45,199 | $3,562,585 |
All Filings in SPGI
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $47,271,073 | 116,071 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $48,493,010 | 114,010 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $47,255,722 | 90,426 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $44,419,590 | 91,265 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $44,995,242 | 85,333 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $43,170,208 | 84,964 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $41,993,886 | 84,320 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $43,324,274 | 83,861 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $28,100,229 | 63,005 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $27,443,652 | 64,505 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $30,220,989 | 68,603 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $25,050,313 | 68,554 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $25,945,599 | 64,720 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $21,853,938 | 63,387 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $21,334,341 | 63,696 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $17,436,398 | 57,103 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $18,758,397 | 55,653 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $28,251,143 | 68,875 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $23,812,171 | 50,457 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $20,943,252 | 49,291 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $17,329,199 | 42,220 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $15,083,077 | 42,744 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $12,544,992 | 38,162 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $12,249,581 | 33,970 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $10,990,464 | 33,357 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $6,938,346 | 28,314 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||