Obermeyer Wealth Partners

Position in SPGI — S&P Global Inc.

CIK 1349654 ASPEN, CO

Position in SPGI

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$605,188

-$30,695 QoQ

Shares Held

1,571

-0.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,201

of 1,991 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Obermeyer Wealth Partners holds $49,986,697 across 4 Financial Data & Stock Exchanges names. SPGI ranks #3 (1.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCO	Moodys Corp /De/	54,772	$24,807,334
2	CME	Cme Group Inc.	110,040	$24,300,133
3	SPGI	S&P Global Inc. This page	1,571	$605,188
4	ICE	Intercontinental Exchange, Inc.	2,226	$274,042

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$605,188	1,486	-0.6%	Shares	Sole	2026-07-29
2026-03-31	$635,883	1,495	-0.6%	Shares	Sole	2026-04-21
2025-12-31	$785,975	1,504	0.0%	Shares	Sole	2026-01-29
2025-09-30	$732,011	1,504	-60.1%	Shares	Sole	2025-10-27
2025-06-30	$1,985,774	3,766	+1.6%	Shares	Sole	2025-08-05
2025-03-31	$1,882,510	3,705	+1.1%	Shares	Sole	2025-05-06
2024-12-31	$1,825,279	3,665	+150.5%	Shares	Sole	2025-02-14
2024-09-30	$755,815	1,463	0.0%	Shares	Sole	2024-11-05
2024-06-30	$652,497	1,463	+46.0%	Shares	Sole	2024-08-01
2024-03-31	$426,300	1,002	+1.4%	Shares	Sole	2024-05-07
2023-12-31	$435,233	988	+10.9%	Shares	Sole	2024-01-31
2023-09-30	$325,580	891	0.0%	Shares	Sole	2023-11-08
2023-06-30	$357,192	891	0.0%	Shares	Sole	2023-08-07
2023-03-31	$307,190	891	-5.2%	Shares	Sole	2023-05-09
2022-12-31	$314,843	940	-3.4%	Shares	Sole	2023-02-08
2022-09-30	$297,105	973	+4.2%	Shares	Sole	2022-12-09
2022-06-30	$314,814	934	0.0%	Shares	Sole	2022-08-15
2022-03-31	$383,108	934	—	Shares	Sole	2022-05-16
No filing history on record for this holder in this stock.