Position in SPGI
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$32,717,638
-$366,155 QoQ
Shares Held
84,915
+3.3% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#278
of 1,991 holders
Holding Since
Mar 2020
26 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, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $73,584,401 across 9 Financial Data & Stock Exchanges names. SPGI ranks #1 (44.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
This page
|
84,915 | $32,717,638 | |
| 2 | NDAQ |
Nasdaq, Inc.
|
166,604 | $13,131,727 | |
| 3 | MSCI |
MSCI Inc.
|
18,737 | $10,493,469 | |
| 4 | CME |
Cme Group Inc.
|
44,570 | $9,842,393 | |
| 5 | MCO |
Moodys Corp /De/
|
5,506 | $2,493,777 | |
| 6 | ICE |
Intercontinental Exchange, Inc.
|
19,151 | $2,357,679 | |
| 7 | COIN |
Coinbase Global, Inc.
|
6,053 | $884,888 | |
| 8 | CBOE |
Cboe Global Markets, Inc.
|
3,567 | $865,603 |
All Filings in SPGI
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $32,717,638 | 80,336 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $33,083,793 | 77,782 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $46,201,136 | 88,408 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $44,229,773 | 90,875 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $49,105,467 | 93,128 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $48,272,549 | 95,006 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $51,209,931 | 102,825 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $57,772,071 | 111,827 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $50,928,738 | 114,190 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $54,760,946 | 128,713 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $55,842,954 | 126,766 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $64,880,733 | 177,556 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $76,601,254 | 191,078 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $61,403,544 | 178,100 | Shares | Defined | 2023-08-15 | |
| 2022-12-31 | $62,214,108 | 185,747 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 | $56,777,383 | 185,942 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $65,907,020 | 195,535 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $79,985,910 | 195,002 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $77,539,513 | 164,303 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $68,535,607 | 161,302 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $65,665,845 | 159,985 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $56,125,391 | 159,054 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $47,859,794 | 145,590 | Shares | Defined | 2021-02-17 | |
| 2020-09-30 | $27,554,526 | 76,413 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $24,625,994 | 74,742 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $2,329,690 | 9,507 | Shares | Defined | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||