Position in SPGI
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$7,790,340
-$1,449,745 QoQ
Shares Held
21,371
-6.9% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#526
of 1,991 holders
Holding Since
Mar 2022
18 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, 2026LMCG INVESTMENTS, LLC holds $12,617,711 across 4 Financial Data & Stock Exchanges names. SPGI ranks #1 (61.7% of the industry book) .
All Filings in SPGI
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,790,340 | 20,219 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $9,240,085 | 21,724 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $12,204,566 | 23,354 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $11,833,867 | 24,314 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $10,039,602 | 19,040 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $10,097,979 | 19,874 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $10,321,671 | 20,725 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $11,388,889 | 22,045 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $8,882,089 | 19,915 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $8,578,348 | 20,163 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $8,971,189 | 20,365 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $6,918,307 | 18,933 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $8,010,984 | 19,983 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $7,037,790 | 20,413 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $6,931,584 | 20,695 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $6,346,699 | 20,785 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $5,122,974 | 15,199 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $5,298,704 | 12,918 | Shares | Sole | 2022-05-10 | |
| No filing history on record for this holder in this stock. | ||||||