EXENCIAL WEALTH ADVISORS, LLC

Position in SPGI — S&P Global Inc.

CIK 1576151 OKLAHOMA CITY, OK

Position in SPGI

as of Mar 31, 2026 · filed Apr 28, 2026 Compact

Position Value

$11,558,613

-$3,705,718 QoQ

Shares Held

28,724

-7.0% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.73%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 97% Shared 0% None 3%

Financial Services · as of Mar 31, 2026

EXENCIAL WEALTH ADVISORS, LLC holds $39,818,193 across 5 Financial Data & Stock Exchanges names. SPGI ranks #2 (29.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ICE	Intercontinental Exchange, Inc.	147,023	$23,123,777
2	SPGI	S&P Global Inc. This page	28,724	$11,558,613
3	TRU	TransUnion	41,618	$2,879,549
4	MORN	Morningstar, Inc.	6,736	$1,138,720
5	CBOE	Cboe Global Markets, Inc.	3,976	$1,117,534

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$11,558,613	27,175	-7.0%	Shares	Sole	2026-04-28
2025-12-31	$15,264,331	29,209	-2.3%	Shares	Sole	2026-01-30
2025-09-30	$14,556,036	29,907	-1.5%	Shares	Sole	2025-10-27
2025-06-30	$16,002,198	30,348	-3.7%	Shares	Sole	2025-07-30
2025-03-31	$16,008,706	31,507	-25.1%	Shares	Sole	2025-05-09
2024-12-31	$20,948,634	42,063	-2.1%	Shares	Sole	2025-02-06
2024-09-30	$22,194,514	42,961	-1.6%	Shares	Sole	2024-10-31
2024-06-30	$19,466,561	43,647	-5.1%	Shares	Sole	2024-08-12
2024-03-31	$19,569,423	45,997	+0.4%	Shares	Sole	2024-05-10
2023-12-31	$20,173,612	45,795	+1.5%	Shares	Sole	2024-02-13
2023-09-30	$16,485,470	45,115	-2.0%	Shares	Sole	2023-11-08
2023-06-30	$18,454,970	46,035	+0.4%	Shares	Sole	2023-08-10
2023-03-31	$15,813,567	45,867	-1.3%	Shares	Sole	2023-05-02
2022-12-31	$15,567,678	46,479	-22.2%	Shares	Sole	2023-02-14
2022-09-30	$18,239,774	59,734	+1.8%	Shares	Sole	2022-11-08
2022-06-30	$19,772,948	58,663	+4.3%	Shares	Sole	2022-08-11
2022-03-31	$23,076,313	56,259	+1.0%	Shares	Sole	2022-05-12
2021-12-31	$26,297,826	55,724	-12.6%	Shares	Sole	2022-02-10
2021-09-30	$27,105,008	63,793	+20.5%	Shares	Sole	2021-11-04
2021-06-30	$21,733,328	52,950	+2.1%	Shares	Sole	2021-08-16
2021-03-31	$18,302,662	51,868	+10.3%	Shares	Sole	2021-05-06
2020-12-31	$15,456,225	47,018	-35.5%	Shares	Sole	2021-02-11
2020-09-30	$26,298,917	72,931	+60.9%	Shares	Sole	2020-11-13
2020-06-30	$14,930,715	45,316	+116.1%	Shares	Sole	2020-08-17
2020-03-31	$5,139,188	20,972	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.