Position in SPGI
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$51,951,032
-$28,424,001 QoQ
Shares Held
129,102
-20.6% QoQ
Ownership
0.044%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SPGI Over Time
Shares Held
Position Value (USD)
Derivatives in SPGI
reported options exposure · as of Jun 30, 2025CallValue
$0
CallShares
0
PutValue
$263,645
PutShares
500
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Financial Data & Stock Exchanges
Financial Services · as of Mar 31, 2026HighTower Advisors, LLC holds $413,997,241 across 11 Financial Data & Stock Exchanges names. SPGI ranks #3 (12.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CME |
Cme Group Inc.
|
374,178 | $110,513,472 | |
| 2 | MCO |
Moodys Corp /De/
|
227,463 | $99,230,733 | |
| 3 | SPGI |
S&P Global Inc.
This page
|
129,102 | $51,951,032 | |
| 4 | MSCI |
MSCI Inc.
|
77,146 | $41,582,465 | |
| 5 | ICE |
Intercontinental Exchange, Inc.
|
175,024 | $27,527,774 | |
| 6 | FDS |
Factset Research Systems Inc
|
118,815 | $25,781,666 | |
| 7 | CBOE |
Cboe Global Markets, Inc.
|
80,729 | $22,690,500 | |
| 8 | NDAQ |
Nasdaq, Inc.
|
236,574 | $20,082,766 |
All Filings in SPGI
Export CSV
44 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $51,951,032 | 129,102 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $80,375,033 | 162,568 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $74,351,057 | 161,470 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $263,645 | 500 | Put | Sole | 2025-08-11 | |
| 2025-06-30 | $87,919,815 | 166,739 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $85,504,593 | 168,283 | Shares | Sole | 2025-05-13 | |
| 2025-03-31 | $254,050 | 500 | Put | Sole | 2025-05-13 | |
| 2024-12-31 | $87,918,226 | 176,532 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $89,789,599 | 173,802 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $178,399 | 400 | Put | Sole | 2024-08-13 | |
| 2024-06-30 | $72,021,415 | 161,483 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $170,180 | 400 | Put | Sole | 2024-05-06 | |
| 2024-03-31 | $68,386,833 | 160,740 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $71,705,197 | 162,774 | Shares | Sole | 2024-02-12 | |
| 2023-12-31 | $220,259 | 500 | Put | Sole | 2024-02-12 | |
| 2023-09-30 | $1,827 | 5 | Put | Sole | 2023-11-08 | |
| 2023-09-30 | $49,332,538 | 135,006 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $2,405 | 6 | Put | Sole | 2023-08-14 | |
| 2023-06-30 | $52,494,938 | 130,946 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $42,014,711 | 121,863 | Shares | Sole | 2023-05-12 | |
| 2023-03-31 | $206,862 | 600 | Put | Sole | 2023-05-12 | |
| 2022-12-31 | $25,333,525 | 75,636 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $23,855,466 | 78,125 | Shares | Sole | 2022-11-09 | |
| 2022-09-30 | $916 | 3 | Put | Sole | 2022-11-09 | |
| 2022-06-30 | $101,117 | 300 | Put | Sole | 2022-08-10 | |
| 2022-06-30 | $28,371,685 | 84,174 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $36,736,536 | 89,562 | Shares | Sole | 2022-05-12 | |
| 2022-03-31 | $1,640 | 4 | Put | Sole | 2022-05-12 | |
| 2022-03-31 | $410 | 1 | Call | Sole | 2022-05-12 | |
| 2021-12-31 | $1,887 | 4 | Put | Sole | 2022-02-10 | |
| 2021-12-31 | $17,888,034 | 37,904 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $19,305,302 | 45,436 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $19,154,881 | 46,668 | Shares | Sole | 2021-08-06 | |
| 2021-06-30 | $205,225 | 500 | Put | Sole | 2021-08-06 | |
| 2021-03-31 | $14,974,746 | 42,437 | Shares | Sole | 2021-05-10 | |
| 2021-03-31 | $1,764 | 5 | Put | Sole | 2021-05-10 | |
| 2020-12-31 | $14,065,697 | 42,788 | Shares | Sole | 2021-02-10 | |
| 2020-12-31 | $1,643 | 5 | Put | Sole | 2021-02-10 | |
| 2020-09-30 | $14,341,061 | 39,770 | Shares | Sole | 2020-11-13 | |
| 2020-09-30 | $288,479 | 800 | Put | Sole | 2020-11-13 | |
| 2020-06-30 | $13,408,188 | 40,695 | Shares | Sole | 2020-08-10 | |
| 2020-06-30 | $197,688 | 600 | Put | Sole | 2020-08-10 | |
| 2020-03-31 | $147,030 | 600 | Put | Sole | 2020-05-21 | |
| 2020-03-31 | $9,311,165 | 37,997 | Shares | Sole | 2020-05-21 | |
| No filing history on record for this holder in this stock. | ||||||