Position in SPGI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$89,021,330
-$7,234,805 QoQ
Shares Held
231,045
-3.4% QoQ
Ownership
0.074%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#152
of 1,991 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 47%
Shared 31%
None 22%
Common Shares in SPGI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Cerity Partners LLC holds $225,341,293 across 11 Financial Data & Stock Exchanges names. SPGI ranks #1 (39.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
This page
|
231,045 | $89,021,330 | |
| 2 | ICE |
Intercontinental Exchange, Inc.
|
300,343 | $36,975,225 | |
| 3 | MCO |
Moodys Corp /De/
|
62,645 | $28,373,172 | |
| 4 | CME |
Cme Group Inc.
|
95,497 | $21,088,601 | |
| 5 | MSCI |
MSCI Inc.
|
26,486 | $14,833,218 | |
| 6 | NDAQ |
Nasdaq, Inc.
|
171,627 | $13,527,638 | |
| 7 | FDS |
Factset Research Systems Inc
|
46,932 | $10,798,111 | |
| 8 | MORN |
Morningstar, Inc.
|
22,838 | $3,563,183 |
All Filings in SPGI
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $89,021,330 | 218,586 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $96,256,135 | 226,304 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $104,131,803 | 199,261 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $94,491,831 | 194,144 | Shares | Other | 2025-10-22 | |
| 2025-06-30 | $102,482,512 | 194,357 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $88,633,981 | 174,442 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $88,834,103 | 178,371 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $93,956,657 | 181,868 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $65,631,574 | 147,156 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $69,601,068 | 163,594 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $42,095,207 | 95,558 | Shares | Other | 2024-01-26 | |
| 2023-09-30 | $25,372,972 | 69,437 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $31,947,723 | 79,692 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $22,060,455 | 63,986 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $20,654,747 | 61,667 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $13,052,794 | 42,747 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $18,314,153 | 54,335 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $18,122,980 | 44,183 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $16,031,933 | 33,971 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $13,594,355 | 31,995 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $13,215,259 | 32,197 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $11,295,370 | 32,010 | Shares | Sole | 2021-08-11 | |
| 2020-12-31 | $1,292,566 | 3,932 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,359,461 | 3,770 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,186,457 | 3,601 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $923,348 | 3,768 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||