Position in SPGI
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$420,360
+$49,464 QoQ
Shares Held
1,153
+25.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,343
of 1,991 holders
Holding Since
Mar 2020
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SPGI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026ASPIRIANT, LLC holds $649,537 across 2 Financial Data & Stock Exchanges names. SPGI ranks #1 (64.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
This page
|
1,153 | $420,360 | |
| 2 | MCO |
Moodys Corp /De/
|
506 | $229,177 |
All Filings in SPGI
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $420,360 | 1,091 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $370,896 | 872 | Shares | Sole | 2026-05-12 | |
| 2025-06-30 | $222,516 | 422 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $247,444 | 487 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $244,034 | 490 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $203,548 | 394 | Shares | Sole | 2024-10-17 | |
| 2024-03-31 | $397,370 | 934 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $398,230 | 904 | Shares | Sole | 2024-01-26 | |
| 2020-03-31 | $293,814 | 1,199 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||