Position in SPGI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$45,619,634
-$3,906,951 QoQ
Shares Held
118,401
-3.8% QoQ
Ownership
0.038%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#231
of 1,991 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in SPGI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Creative Planning holds $170,316,620 across 11 Financial Data & Stock Exchanges names. SPGI ranks #1 (26.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
This page
|
118,401 | $45,619,634 | |
| 2 | MCO |
Moodys Corp /De/
|
51,572 | $23,357,989 | |
| 3 | ICE |
Intercontinental Exchange, Inc.
|
184,209 | $22,677,969 | |
| 4 | CME |
Cme Group Inc.
|
94,635 | $20,898,246 | |
| 5 | FDS |
Factset Research Systems Inc
|
60,404 | $13,897,752 | |
| 6 | MSCI |
MSCI Inc.
|
22,182 | $12,422,806 | |
| 7 | NDAQ |
Nasdaq, Inc.
|
136,276 | $10,741,273 | |
| 8 | COIN |
Coinbase Global, Inc.
|
57,319 | $8,379,464 |
All Filings in SPGI
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $45,619,634 | 112,016 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $49,526,585 | 116,440 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $53,364,276 | 102,115 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $44,141,191 | 90,693 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $46,070,913 | 87,373 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $43,655,443 | 85,919 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $27,692,955 | 55,605 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $26,637,446 | 51,561 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $20,358,983 | 45,648 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $18,105,449 | 42,556 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $18,130,479 | 41,157 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $14,026,626 | 38,386 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $14,564,332 | 36,330 | Shares | Defined | 2023-07-21 | |
| 2023-03-31 | $10,356,546 | 30,039 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $10,537,548 | 31,461 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $8,886,294 | 29,102 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $8,607,500 | 25,537 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $10,335,304 | 25,197 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $10,195,575 | 21,604 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $9,131,311 | 21,491 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $8,729,040 | 21,267 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $7,653,398 | 21,689 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $8,916,142 | 27,123 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $9,423,920 | 26,134 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $8,062,705 | 24,471 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $5,960,351 | 24,323 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||