Position in SPGI
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$39,480,330
-$5,528,720 QoQ
Shares Held
108,308
-3.2% QoQ
Ownership
0.035%
of shares outstanding
% of Portfolio
1.75%
of 13F equity value
Holder Rank
#252
of 1,991 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SPGI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Birch Hill Investment Advisors LLC holds $39,761,140 across 2 Financial Data & Stock Exchanges names. SPGI ranks #1 (99.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
This page
|
108,308 | $39,480,330 | |
| 2 | MCO |
Moodys Corp /De/
|
620 | $280,810 |
All Filings in SPGI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $39,480,330 | 102,467 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $45,009,050 | 105,819 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $55,504,806 | 106,211 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $51,369,809 | 105,545 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $55,428,202 | 105,119 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $52,802,768 | 103,922 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $51,168,096 | 102,741 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $52,030,872 | 100,714 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $44,820,322 | 100,494 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $40,148,866 | 94,368 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $7,887,069 | 17,904 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $6,357,768 | 17,399 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $6,963,458 | 17,370 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $5,902,463 | 17,120 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $5,740,872 | 17,140 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $5,513,093 | 18,055 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $6,955,232 | 20,635 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $9,177,776 | 22,375 | Shares | Sole | 2022-04-08 | |
| 2021-12-31 | $9,770,366 | 20,703 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $8,800,746 | 20,713 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $8,659,674 | 21,098 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $7,117,741 | 20,171 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $4,324,442 | 13,155 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $3,265,232 | 9,055 | Shares | Sole | 2020-10-22 | |
| 2020-06-30 | $2,983,441 | 9,055 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $2,108,655 | 8,605 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||