Position in SPGI
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$9,444,420
-$3,944,004 QoQ
Shares Held
25,909
-22.1% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#493
of 1,991 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SPGI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Merit Financial Group, LLC holds $28,286,980 across 10 Financial Data & Stock Exchanges names. SPGI ranks #1 (33.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
This page
|
25,909 | $9,444,420 | |
| 2 | MCO |
Moodys Corp /De/
|
11,014 | $4,988,455 | |
| 3 | CME |
Cme Group Inc.
|
13,654 | $3,015,207 | |
| 4 | FDS |
Factset Research Systems Inc
|
11,166 | $2,569,070 | |
| 5 | MSCI |
MSCI Inc.
|
4,579 | $2,564,420 | |
| 6 | ICE |
Intercontinental Exchange, Inc.
|
14,916 | $1,836,303 | |
| 7 | CBOE |
Cboe Global Markets, Inc.
|
5,595 | $1,357,736 | |
| 8 | NDAQ |
Nasdaq, Inc.
|
16,706 | $1,316,762 |
All Filings in SPGI
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,444,420 | 24,512 | Shares | Other | 2026-07-20 | |
| 2026-03-31 | $13,388,424 | 31,477 | Shares | Other | 2026-04-15 | |
| 2025-12-31 | $14,279,246 | 27,324 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $13,222,935 | 27,168 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $13,285,600 | 25,196 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $11,849,400 | 23,321 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $9,995,461 | 20,070 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $9,344,623 | 18,088 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $8,238,065 | 18,471 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $7,480,261 | 17,582 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $5,895,919 | 13,384 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $5,298,079 | 14,499 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $5,602,437 | 13,975 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $4,577,167 | 13,276 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $3,785,157 | 11,301 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $2,563,107 | 8,394 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $340,430 | 1,010 | Shares | Sole | 2022-08-08 | |
| No filing history on record for this holder in this stock. | ||||||