Position in SPGI
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$1,143,949
-$172,477 QoQ
Shares Held
3,138
-4.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,000
of 1,991 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 9%
Shared 0%
None 91%
Common Shares in SPGI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Diversified Trust Co holds $6,651,704 across 8 Financial Data & Stock Exchanges names. SPGI ranks #3 (17.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSCI |
MSCI Inc.
|
3,290 | $1,842,531 | |
| 2 | COIN |
Coinbase Global, Inc.
|
9,207 | $1,345,971 | |
| 3 | SPGI |
S&P Global Inc.
This page
|
3,138 | $1,143,949 | |
| 4 | CBOE |
Cboe Global Markets, Inc.
|
3,278 | $795,472 | |
| 5 | MCO |
Moodys Corp /De/
|
1,077 | $487,794 | |
| 6 | NDAQ |
Nasdaq, Inc.
|
5,385 | $424,445 | |
| 7 | ICE |
Intercontinental Exchange, Inc.
|
2,971 | $365,759 | |
| 8 | CME |
Cme Group Inc.
|
1,113 | $245,783 |
All Filings in SPGI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,143,949 | 2,969 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $1,316,426 | 3,095 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $488,621 | 935 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $404,455 | 831 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $394,939 | 749 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $384,123 | 756 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $551,817 | 1,108 | Shares | Sole | 2025-01-07 | |
| 2024-09-30 | $872,570 | 1,689 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $533,860 | 1,197 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $521,175 | 1,225 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $1,341,823 | 3,046 | Shares | Sole | 2024-01-08 | |
| 2023-09-30 | $6,772,142 | 18,533 | Shares | Sole | 2023-11-17 | |
| 2023-06-30 | $5,795,264 | 14,456 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $5,013,300 | 14,541 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $4,867,683 | 14,533 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $4,053,215 | 13,274 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $4,645,023 | 13,781 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $6,437,774 | 15,695 | Shares | Sole | 2022-04-07 | |
| 2021-12-31 | $5,828,335 | 12,350 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $5,284,357 | 12,437 | Shares | Sole | 2022-01-13 | |
| 2021-06-30 | $4,824,018 | 11,753 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $4,681,173 | 13,266 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $4,378,025 | 13,318 | Shares | Sole | 2021-01-08 | |
| 2020-09-30 | $5,360,318 | 14,865 | Shares | Sole | 2020-10-15 | |
| 2020-06-30 | $4,715,188 | 14,311 | Shares | Sole | 2020-07-07 | |
| 2020-03-31 | $3,608,116 | 14,724 | Shares | Sole | 2020-04-10 | |
| No filing history on record for this holder in this stock. | ||||||