Pettee Investors, Inc.

Position in SPGI — S&P Global Inc.

CIK 1596901 ROWAYTON, CT

Position in SPGI

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$2,209,385

-$98,084 QoQ

Shares Held

5,734

0.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.49%

of 13F equity value

Holder Rank

#834

of 1,991 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 11% Shared 0% None 89%

Financial Services · as of Jun 30, 2026

Pettee Investors, Inc. holds $3,157,947 across 3 Financial Data & Stock Exchanges names. SPGI ranks #1 (70.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPGI	S&P Global Inc. This page	5,734	$2,209,385
2	NDAQ	Nasdaq, Inc.	6,725	$530,064
3	MCO	Moodys Corp /De/	924	$418,498

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,209,385	5,425	0.0%	Shares	Sole	2026-08-06
2026-03-31	$2,307,469	5,425	+17.2%	Shares	Sole	2026-05-04
2025-12-31	$2,419,069	4,629	0.0%	Shares	Sole	2026-02-02
2025-09-30	$2,252,980	4,629	0.0%	Shares	Sole	2025-11-04
2025-06-30	$2,440,825	4,629	-3.7%	Shares	Sole	2025-08-01
2025-03-31	$2,442,436	4,807	-30.1%	Shares	Sole	2025-05-02
2024-12-31	$3,423,956	6,875	-0.5%	Shares	Sole	2025-02-07
2024-09-30	$3,569,844	6,910	0.0%	Shares	Sole	2024-11-05
2024-06-30	$3,081,859	6,910	-9.5%	Shares	Sole	2024-08-02
2024-03-31	$3,247,885	7,634	0.0%	Shares	Sole	2024-05-09
2023-12-31	$3,362,929	7,634	-1.8%	Shares	Sole	2024-02-07
2023-09-30	$2,841,793	7,777	0.0%	Shares	Sole	2023-10-20
2023-06-30	$3,117,721	7,777	0.0%	Shares	Sole	2023-08-08
2023-03-31	$2,681,276	7,777	0.0%	Shares	Sole	2023-05-05
2022-12-31	$2,604,828	7,777	-4.8%	Shares	Sole	2023-01-25
2022-09-30	$2,494,403	8,169	0.0%	Shares	Sole	2022-11-09
2022-06-30	$2,753,442	8,169	0.0%	Shares	Sole	2022-07-25
2022-03-31	$3,350,759	8,169	0.0%	Shares	Sole	2022-05-16
2021-12-31	$3,855,196	8,169	-2.4%	Shares	Sole	2022-02-11
2021-09-30	$3,555,904	8,369	-0.2%	Shares	Sole	2021-11-02
2021-06-30	$3,441,212	8,384	-1.7%	Shares	Sole	2021-08-02
2021-03-31	$3,008,922	8,527	+10.3%	Shares	Sole	2021-05-03
2020-12-31	$2,541,740	7,732	+0.7%	Shares	Sole	2021-02-08
2020-09-30	$2,770,129	7,682	-4.2%	Shares	Sole	2020-11-12
2020-06-30	$2,643,088	8,022	-0.2%	Shares	Sole	2020-08-04
2020-03-31	$1,970,692	8,042	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.