Position in SPGI
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$318,675,007
-$82,325,551 QoQ
Shares Held
791,930
-2.4% QoQ
Ownership
0.268%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.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, 2026ENVESTNET ASSET MANAGEMENT INC holds $1,730,370,545 across 11 Financial Data & Stock Exchanges names. SPGI ranks #2 (18.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CME |
Cme Group Inc.
|
1,981,500 | $585,236,025 | |
| 2 | SPGI |
S&P Global Inc.
This page
|
791,930 | $318,675,007 | |
| 3 | NDAQ |
Nasdaq, Inc.
|
2,462,655 | $209,054,782 | |
| 4 | ICE |
Intercontinental Exchange, Inc.
|
1,274,191 | $200,404,760 | |
| 5 | MCO |
Moodys Corp /De/
|
427,526 | $186,508,217 | |
| 6 | MSCI |
MSCI Inc.
|
137,670 | $74,205,506 | |
| 7 | CBOE |
Cboe Global Markets, Inc.
|
247,432 | $69,545,712 | |
| 8 | TRU |
TransUnion
|
471,886 | $32,649,792 |
All Filings in SPGI
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $318,675,007 | 791,930 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $401,000,558 | 811,071 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $432,030,433 | 938,251 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $453,045,916 | 908,171 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $445,487,856 | 926,748 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $510,663,531 | 1,083,813 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $528,509,163 | 1,081,325 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $452,288,291 | 1,071,903 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $418,228,222 | 1,039,058 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $421,852,259 | 1,012,208 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $357,266,205 | 1,033,443 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $274,713,932 | 724,320 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $230,777,713 | 707,521 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $226,087,699 | 713,485 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $208,212,565 | 720,749 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $243,777,583 | 764,472 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $293,361,708 | 755,969 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $255,817,756 | 572,965 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $226,025,806 | 562,285 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $195,909,693 | 504,511 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $126,185,592 | 377,981 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $88,475,631 | 284,485 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $93,443,841 | 273,905 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $84,694,441 | 271,707 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $31,158,214 | 134,398 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||