Position in SPGI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$9,640,658
-$942,650 QoQ
Shares Held
25,021
-4.9% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#486
of 1,991 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 61%
Shared 0%
None 39%
Common Shares in SPGI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Orion Porfolio Solutions, LLC holds $30,069,812 across 10 Financial Data & Stock Exchanges names. SPGI ranks #1 (32.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
This page
|
25,021 | $9,640,658 | |
| 2 | NDAQ |
Nasdaq, Inc.
|
56,964 | $4,489,902 | |
| 3 | ICE |
Intercontinental Exchange, Inc.
|
36,073 | $4,440,947 | |
| 4 | CME |
Cme Group Inc.
|
13,383 | $2,955,367 | |
| 5 | MCO |
Moodys Corp /De/
|
5,450 | $2,468,414 | |
| 6 | MSCI |
MSCI Inc.
|
4,162 | $2,330,886 | |
| 7 | FDS |
Factset Research Systems Inc
|
8,877 | $2,042,420 | |
| 8 | COIN |
Coinbase Global, Inc.
|
5,990 | $875,678 |
All Filings in SPGI
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,640,658 | 23,672 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $10,583,308 | 24,882 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $16,866,592 | 32,275 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $17,818,454 | 36,610 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $20,991,944 | 39,811 | Shares | Sole | 2025-08-27 | |
| 2025-03-31 | $20,360,583 | 40,072 | Shares | Sole | 2025-08-01 | |
| 2024-12-31 | $19,766,809 | 39,690 | Shares | Sole | 2025-08-01 | |
| 2024-09-30 | $21,024,369 | 40,696 | Shares | Sole | 2025-07-31 | |
| 2024-06-30 | $20,581,115 | 46,146 | Shares | Sole | 2025-07-31 | |
| 2024-03-31 | $20,891,297 | 49,104 | Shares | Sole | 2025-07-31 | |
| 2023-12-31 | $22,848,008 | 51,866 | Shares | Sole | 2025-07-31 | |
| 2023-09-30 | $20,326,295 | 55,626 | Shares | Sole | 2025-07-31 | |
| 2023-06-30 | $23,594,780 | 58,856 | Shares | Sole | 2025-07-31 | |
| 2023-03-31 | $21,430,905 | 62,160 | Shares | Sole | 2025-07-31 | |
| 2022-12-31 | $18,946,218 | 56,566 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $18,189,697 | 59,570 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $20,201,014 | 59,933 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $24,559,114 | 59,874 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $12,235,257 | 25,926 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $7,962,438 | 18,740 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $7,691,833 | 18,740 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $8,858,096 | 25,103 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $12,025,270 | 36,581 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $7,607,577 | 21,097 | Shares | Sole | 2020-12-03 | |
| No filing history on record for this holder in this stock. | ||||||