Position in SPGI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$38,488,104
-$17,713,342 QoQ
Shares Held
99,892
-28.5% QoQ
Ownership
0.032%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#256
of 1,991 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 88%
Shared 0%
None 12%
Common Shares in SPGI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026EP Wealth Advisors, LLC holds $53,697,882 across 8 Financial Data & Stock Exchanges names. SPGI ranks #1 (71.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
This page
|
99,892 | $38,488,104 | |
| 2 | CME |
Cme Group Inc.
|
30,603 | $6,758,060 | |
| 3 | ICE |
Intercontinental Exchange, Inc.
|
32,613 | $4,014,986 | |
| 4 | MSCI |
MSCI Inc.
|
3,882 | $2,174,075 | |
| 5 | CBOE |
Cboe Global Markets, Inc.
|
3,117 | $756,402 | |
| 6 | COIN |
Coinbase Global, Inc.
|
5,089 | $743,960 | |
| 7 | NDAQ |
Nasdaq, Inc.
|
5,573 | $439,263 | |
| 8 | FDS |
Factset Research Systems Inc
|
1,404 | $323,032 |
All Filings in SPGI
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $38,488,104 | 94,505 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $56,201,446 | 132,133 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $67,388,502 | 128,951 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $64,474,918 | 122,276 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $55,761,435 | 109,745 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $54,159,264 | 108,747 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $56,718,166 | 109,787 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $47,235,858 | 105,910 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $43,428,660 | 102,077 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $43,690,770 | 99,180 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 | $35,551,467 | 97,292 | Shares | Sole | 2023-11-24 | |
| 2023-06-30 | $26,246,667 | 65,471 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $331,892 | 9,724 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $29,014,181 | 86,625 | Shares | Sole | 2023-06-12 | |
| 2022-09-30 | $25,053,964 | 82,050 | Shares | Sole | 2022-12-02 | |
| 2022-06-30 | $26,523,922 | 78,692 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $30,578,094 | 74,548 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $33,263,041 | 70,483 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $29,460,173 | 69,336 | Shares | Sole | 2021-11-23 | |
| 2021-06-30 | $27,111,044 | 66,052 | Shares | Sole | 2021-08-24 | |
| 2021-03-31 | $21,646,812 | 61,345 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $18,154,112 | 55,225 | Shares | Sole | 2021-02-18 | |
| 2020-09-30 | $18,780,408 | 52,081 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $17,377,434 | 52,742 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $13,387,082 | 54,630 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||