Position in SPGI
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$7,657,302
+$405,256 QoQ
Shares Held
19,874
+10.3% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#530
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, 2026Atria Investments, Inc holds $34,203,924 across 10 Financial Data & Stock Exchanges names. SPGI ranks #2 (22.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CME |
Cme Group Inc.
|
40,390 | $8,919,323 | |
| 2 | SPGI |
S&P Global Inc.
This page
|
19,874 | $7,657,302 | |
| 3 | ICE |
Intercontinental Exchange, Inc.
|
36,000 | $4,431,960 | |
| 4 | MSCI |
MSCI Inc.
|
6,426 | $3,598,817 | |
| 5 | MCO |
Moodys Corp /De/
|
7,706 | $3,490,201 | |
| 6 | NDAQ |
Nasdaq, Inc.
|
36,511 | $2,877,797 | |
| 7 | FDS |
Factset Research Systems Inc
|
7,417 | $1,706,503 | |
| 8 | CBOE |
Cboe Global Markets, Inc.
|
3,271 | $793,773 |
All Filings in SPGI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,657,302 | 18,802 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $7,252,046 | 17,050 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $10,127,794 | 19,380 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $10,058,349 | 20,666 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $11,018,780 | 20,897 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $11,935,777 | 23,491 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $14,512,095 | 29,139 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $15,438,673 | 29,884 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $13,793,887 | 30,928 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $12,865,608 | 30,240 | Shares | Sole | 2024-05-21 | |
| 2023-12-31 | $14,179,456 | 32,188 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $11,884,593 | 32,524 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $12,302,110 | 30,687 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $10,184,506 | 29,540 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $9,527,034 | 28,444 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $7,866,425 | 25,762 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $9,099,270 | 26,996 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $12,154,862 | 29,633 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $6,973,237 | 14,776 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $6,931,655 | 16,314 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $8,503,292 | 20,717 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $8,597,678 | 24,365 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $11,377,672 | 34,611 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $5,657,453 | 15,689 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $4,026,904 | 12,222 | Shares | Sole | 2020-09-22 | |
| 2020-03-31 | $2,763,184 | 11,276 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||