Heritage Trust Co

Bank

Position in SPGI — S&P Global Inc.

CIK 1706028 OKLAHOMA CITY, OK

Position in SPGI

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

Position Value

$481,380

-$44,339 QoQ

Shares Held

1,249

-4.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#1,286

of 1,991 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Heritage Trust Co holds $5,291,580 across 5 Financial Data & Stock Exchanges names. SPGI ranks #2 (9.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ICE	Intercontinental Exchange, Inc.	32,121	$3,954,415
2	SPGI	S&P Global Inc. This page	1,249	$481,380
3	MCO	Moodys Corp /De/	777	$351,918
4	CME	Cme Group Inc.	1,269	$280,233
5	TRU	TransUnion	3,100	$223,634

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$481,380	1,182	-4.4%	Shares	Sole	2026-08-06
2026-03-31	$525,719	1,236	0.0%	Shares	Sole	2026-05-13
2025-12-31	$645,920	1,236	-1.0%	Shares	Sole	2026-02-10
2025-09-30	$607,413	1,248	+1.5%	Shares	Sole	2025-11-12
2025-06-30	$648,566	1,230	-1.8%	Shares	Other	2025-08-12
2025-03-31	$636,140	1,252	0.0%	Shares	Other	2025-05-09
2024-12-31	$623,532	1,252	-9.9%	Shares	Other	2025-02-13
2024-06-30	$619,938	1,390	-35.4%	Shares	Other	2024-08-12
2024-03-31	$915,567	2,152	-1.9%	Shares	Other	2024-05-10
2023-12-31	$966,500	2,194	-3.1%	Shares	Other	2024-02-09
2023-09-30	$827,287	2,264	-16.7%	Shares	Other	2023-11-08
2023-06-30	$1,089,618	2,718	-8.8%	Shares	Other	2023-08-11
2023-03-31	$1,027,414	2,980	-4.7%	Shares	Sole	2023-05-12
2022-12-31	$1,047,022	3,126	-1.3%	Shares	Other	2023-02-10
2022-09-30	$967,042	3,167	+0.3%	Shares	Other	2022-11-10
2022-06-30	$1,064,435	3,158	+0.6%	Shares	Other	2022-08-11
2022-03-31	$1,287,964	3,140	+199.9%	Shares	Other	2022-05-11
2021-12-31	$494,110	1,047	0.0%	Shares	Sole	2022-02-09
2021-09-30	$444,859	1,047	+2.0%	Shares	Sole	2021-11-09
2021-06-30	$421,121	1,026	0.0%	Shares	Sole	2021-08-09
2021-03-31	$362,044	1,026	-2.3%	Shares	Sole	2021-05-12
2020-12-31	$345,166	1,050	0.0%	Shares	Sole	2021-02-11
2020-09-30	$378,629	1,050	0.0%	Shares	Sole	2020-11-13
2020-06-30	$345,954	1,050	0.0%	Shares	Sole	2020-08-04
2020-03-31	$257,302	1,050	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.