Position in SPGI
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$17,246,992
+$1,143,112 QoQ
Shares Held
42,860
+31.6% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 47.928138124125056.ToString("F0")%
Shared 0.ToString("F0")%
None 52.07186187587494.ToString("F0")%
Common Shares in SPGI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Mar 31, 2026CAPTRUST FINANCIAL ADVISORS holds $333,769,928 across 11 Financial Data & Stock Exchanges names. SPGI ranks #5 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CME |
Cme Group Inc.
|
535,366 | $158,120,348 | |
| 2 | MCO |
Moodys Corp /De/
|
145,331 | $63,400,648 | |
| 3 | ICE |
Intercontinental Exchange, Inc.
|
361,993 | $56,934,259 | |
| 4 | MSCI |
MSCI Inc.
|
43,055 | $23,207,075 | |
| 5 | SPGI |
S&P Global Inc.
This page
|
42,860 | $17,246,992 | |
| 6 | NDAQ |
Nasdaq, Inc.
|
82,323 | $6,988,399 | |
| 7 | COIN |
Coinbase Global, Inc.
|
12,811 | $2,236,928 | |
| 8 | FDS |
Factset Research Systems Inc
|
8,952 | $1,942,494 |
All Filings in SPGI
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $17,246,992 | 42,860 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $16,103,880 | 32,572 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $14,289,106 | 31,032 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $15,239,031 | 30,548 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $15,076,197 | 31,363 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $10,568,883 | 22,431 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $10,642,275 | 21,774 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $10,157,153 | 24,072 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $9,204,129 | 22,867 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $13,686,126 | 32,839 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $11,053,219 | 31,973 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $12,124,172 | 31,967 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $13,030,154 | 39,948 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $14,834,960 | 46,816 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $15,911,419 | 55,079 | Shares | Sole | 2022-11-16 | |
| 2022-06-30 | $50,193,554 | 157,404 | Shares | Sole | 2022-08-23 | |
| 2022-03-31 | $54,718,470 | 141,005 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $57,191,039 | 128,093 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $48,898,930 | 121,646 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $42,694,179 | 109,947 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $31,204,127 | 93,470 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $27,466,523 | 88,316 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $9,817,735 | 28,778 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $6,442,471 | 20,668 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $800,991 | 3,455 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||