Position in SPGI
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$130,746,963
-$36,606,213 QoQ
Shares Held
307,394
-4.0% QoQ
Ownership
0.104%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 18.516301554356946.ToString("F0")%
Shared 0.ToString("F0")%
None 81.48369844564304.ToString("F0")%
Common Shares in SPGI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Mar 31, 2026LPL Financial LLC holds $553,034,869 across 11 Financial Data & Stock Exchanges names. SPGI ranks #2 (23.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CME |
Cme Group Inc.
|
482,517 | $142,511,395 | |
| 2 | SPGI |
S&P Global Inc.
This page
|
307,394 | $130,746,963 | |
| 3 | ICE |
Intercontinental Exchange, Inc.
|
390,023 | $61,342,817 | |
| 4 | COIN |
Coinbase Global, Inc.
|
330,381 | $57,687,826 | |
| 5 | CBOE |
Cboe Global Markets, Inc.
|
186,069 | $52,298,413 | |
| 6 | NDAQ |
Nasdaq, Inc.
|
496,645 | $42,160,194 | |
| 7 | MCO |
Moodys Corp /De/
|
61,152 | $26,677,560 | |
| 8 | MSCI |
MSCI Inc.
|
40,153 | $21,642,868 |
All Filings in SPGI
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $130,746,963 | 307,394 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $167,353,176 | 320,238 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $153,319,977 | 315,013 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $157,098,146 | 297,935 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $149,646,120 | 294,521 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $134,517,404 | 270,099 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $130,879,477 | 253,338 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $103,105,834 | 231,179 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $93,530,928 | 219,840 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $89,555,953 | 203,296 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $62,157,702 | 170,104 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $58,096,177 | 144,918 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $43,143,483 | 125,137 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $38,690,259 | 115,514 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $26,958,435 | 88,287 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $29,129,736 | 86,423 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $31,468,189 | 76,718 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $20,001,337 | 42,382 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $16,082,511 | 37,851 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $13,367,946 | 32,569 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $10,689,138 | 30,292 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $14,335,915 | 43,610 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $14,004,261 | 38,836 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $12,421,396 | 37,700 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $7,851,892 | 32,042 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||