Position in SPGI
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$7,944,844
-$413,085 QoQ
Shares Held
21,795
+4.9% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#522
of 1,991 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in SPGI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026GHP Investment Advisors, Inc. holds $64,039,344 across 9 Financial Data & Stock Exchanges names. SPGI ranks #4 (12.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCO |
Moodys Corp /De/
|
34,662 | $15,699,113 | |
| 2 | NDAQ |
Nasdaq, Inc.
|
191,286 | $15,077,161 | |
| 3 | CME |
Cme Group Inc.
|
40,765 | $9,002,134 | |
| 4 | SPGI |
S&P Global Inc.
This page
|
21,795 | $7,944,844 | |
| 5 | FDS |
Factset Research Systems Inc
|
33,187 | $7,635,664 | |
| 6 | ICE |
Intercontinental Exchange, Inc.
|
47,228 | $5,814,238 | |
| 7 | MORN |
Morningstar, Inc.
|
18,361 | $2,864,682 | |
| 8 | COIN |
Coinbase Global, Inc.
|
7 | $1,023 |
All Filings in SPGI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,944,844 | 20,620 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $8,357,929 | 19,650 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $7,971,064 | 15,253 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $7,214,501 | 14,823 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $7,527,065 | 14,275 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $6,938,613 | 13,656 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $6,722,906 | 13,499 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $6,910,825 | 13,377 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $5,610,233 | 12,579 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $5,098,167 | 11,983 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $5,010,033 | 11,373 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $4,033,760 | 11,039 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $4,373,709 | 10,910 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $3,582,850 | 10,392 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $3,417,393 | 10,203 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $3,331,368 | 10,910 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,661,145 | 10,862 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $4,247,003 | 10,354 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $4,904,296 | 10,392 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $4,429,478 | 10,425 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $4,088,082 | 9,960 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $3,501,176 | 9,922 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $3,458,239 | 10,520 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $3,699,395 | 10,259 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $3,487,545 | 10,585 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $2,592,384 | 10,579 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||