Position in SPGI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,605,820
-$53,851 QoQ
Shares Held
4,168
+1.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#908
of 1,991 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SPGI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Dorsey & Whitney Trust CO LLC holds $6,778,442 across 7 Financial Data & Stock Exchanges names. SPGI ranks #2 (23.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CME |
Cme Group Inc.
|
7,278 | $1,607,193 | |
| 2 | SPGI |
S&P Global Inc.
This page
|
4,168 | $1,605,820 | |
| 3 | ICE |
Intercontinental Exchange, Inc.
|
9,207 | $1,133,468 | |
| 4 | NDAQ |
Nasdaq, Inc.
|
13,200 | $1,040,419 | |
| 5 | MCO |
Moodys Corp /De/
|
1,283 | $581,092 | |
| 6 | CBOE |
Cboe Global Markets, Inc.
|
2,162 | $524,651 | |
| 7 | COIN |
Coinbase Global, Inc.
|
1,955 | $285,799 |
All Filings in SPGI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,605,820 | 3,943 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $1,659,671 | 3,902 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $1,692,663 | 3,239 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $1,568,661 | 3,223 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $1,688,902 | 3,203 | Shares | Other | 2025-08-11 | |
| 2025-03-31 | $1,721,946 | 3,389 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $1,788,421 | 3,591 | Shares | Other | 2025-02-07 | |
| 2024-09-30 | $1,642,847 | 3,180 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $1,326,394 | 2,974 | Shares | Other | 2024-08-07 | |
| 2024-03-31 | $1,309,106 | 3,077 | Shares | Other | 2024-05-09 | |
| 2023-12-31 | $1,342,259 | 3,047 | Shares | Other | 2024-02-12 | |
| 2023-09-30 | $1,158,345 | 3,170 | Shares | Other | 2023-11-08 | |
| 2023-06-30 | $1,206,273 | 3,009 | Shares | Other | 2023-08-10 | |
| 2023-03-31 | $930,530 | 2,699 | Shares | Other | 2023-05-11 | |
| 2022-12-31 | $791,460 | 2,363 | Shares | Other | 2023-02-09 | |
| 2022-09-30 | $738,639 | 2,419 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $747,260 | 2,217 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $929,054 | 2,265 | Shares | Other | 2022-05-11 | |
| 2021-12-31 | $922,147 | 1,954 | Shares | Other | 2022-02-08 | |
| 2021-09-30 | $770,748 | 1,814 | Shares | Other | 2021-11-10 | |
| 2021-06-30 | $744,554 | 1,814 | Shares | Other | 2021-08-11 | |
| 2021-03-31 | $660,218 | 1,871 | Shares | Other | 2021-05-11 | |
| 2020-12-31 | $610,449 | 1,857 | Shares | Other | 2021-02-05 | |
| 2020-09-30 | $694,872 | 1,927 | Shares | Other | 2020-11-12 | |
| 2020-06-30 | $665,547 | 2,020 | Shares | Other | 2020-08-13 | |
| 2020-03-31 | $517,543 | 2,112 | Shares | Other | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||