Position in SPGI
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$125,183,574
-$5,563,381 QoQ
Shares Held
324,901
-0.0% QoQ
Ownership
0.104%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#127
of 1,991 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 17%
Shared 0%
None 83%
Common Shares in SPGI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026LPL Financial LLC holds $475,217,563 across 11 Financial Data & Stock Exchanges names. SPGI ranks #1 (26.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
This page
|
324,901 | $125,183,574 | |
| 2 | CME |
Cme Group Inc.
|
475,144 | $104,926,049 | |
| 3 | ICE |
Intercontinental Exchange, Inc.
|
420,542 | $51,772,925 | |
| 4 | COIN |
Coinbase Global, Inc.
|
337,563 | $49,348,334 | |
| 5 | CBOE |
Cboe Global Markets, Inc.
|
173,097 | $42,005,448 | |
| 6 | NDAQ |
Nasdaq, Inc.
|
504,772 | $39,786,129 | |
| 7 | MCO |
Moodys Corp /De/
|
59,327 | $26,870,384 | |
| 8 | MSCI |
MSCI Inc.
|
37,769 | $21,152,150 |
All Filings in SPGI
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $125,183,574 | 307,380 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $130,746,955 | 307,394 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $167,353,175 | 320,238 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $153,319,985 | 315,013 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $157,098,161 | 297,935 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $149,646,121 | 294,521 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $134,517,395 | 270,099 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $130,879,492 | 253,338 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $103,105,831 | 231,179 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $93,530,929 | 219,840 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $89,555,947 | 203,296 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $62,157,698 | 170,104 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $58,096,173 | 144,918 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $43,143,488 | 125,137 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $38,690,264 | 115,514 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $26,958,432 | 88,287 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $29,129,733 | 86,423 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $31,468,185 | 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 | $10,689,139 | 30,292 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $14,335,913 | 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. | ||||||