CONFLUENCE INVESTMENT MANAGEMENT LLC

Position in SPGI — S&P Global Inc.

CIK 1442056 ST. LOUIS, MO

Position in SPGI

as of Jun 30, 2026 · filed Jul 1, 2026 Compact

Position Value

$57,670,866

+$556,216 QoQ

Shares Held

149,679

+5.5% QoQ

Ownership

0.048%

of shares outstanding

% of Portfolio

1.10%

of 13F equity value

Holder Rank

#199

of 1,991 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

CONFLUENCE INVESTMENT MANAGEMENT LLC holds $83,582,019 across 2 Financial Data & Stock Exchanges names. SPGI ranks #1 (69.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	SPGI	S&P Global Inc. This page	149,679	$57,670,866
2	MORN	Morningstar, Inc.	166,257	$25,911,153

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$57,670,866	141,607	+5.5%	Shares	Sole	2026-07-01
2026-03-31	$57,114,650	134,280	-4.2%	Shares	Sole	2026-04-01
2025-12-31	$73,245,690	140,159	-3.3%	Shares	Sole	2026-01-05
2025-09-30	$70,513,087	144,877	-2.2%	Shares	Sole	2025-10-14
2025-06-30	$78,092,183	148,101	-1.2%	Shares	Sole	2025-07-01
2025-03-31	$76,131,164	149,835	-2.1%	Shares	Sole	2025-04-01
2024-12-31	$76,218,008	153,039	-1.6%	Shares	Sole	2025-01-02
2024-09-30	$80,339,068	155,509	-17.0%	Shares	Sole	2024-10-31
2024-06-30	$83,602,251	187,449	-1.3%	Shares	Sole	2024-07-01
2024-03-31	$80,778,065	189,865	-1.8%	Shares	Sole	2024-04-01
2023-12-31	$85,153,391	193,302	-2.3%	Shares	Sole	2024-11-05
2023-09-30	$72,332,173	197,948	-1.7%	Shares	Sole	2023-10-10
2023-06-30	$80,766,100	201,467	-1.5%	Shares	Sole	2023-07-03
2023-03-31	$70,486,166	204,444	-2.3%	Shares	Sole	2023-04-04
2022-12-31	$70,054,385	209,155	-0.4%	Shares	Sole	2023-01-04
2022-09-30	$64,141,813	210,060	-0.6%	Shares	Sole	2022-10-03
2022-06-30	$71,235,264	211,343	+37.8%	Shares	Sole	2022-07-12
2022-03-31	$62,918,322	153,392	—	Shares	Sole	2022-04-04
No filing history on record for this holder in this stock.