Steward Partners Investment Advisory, LLC
Position in SPGI — S&P Global Inc.
CIK 1723397
STAMFORD, CT
Position in SPGI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$23,401,158
+$4,286,380 QoQ
Shares Held
60,735
+27.9% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#323
of 2,001 holders
Holding Since
Mar 2020
26 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, 2026Steward Partners Investment Advisory, LLC holds $68,788,341 across 11 Financial Data & Stock Exchanges names. SPGI ranks #1 (34.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
This page
|
60,735 | $23,401,158 | |
| 2 | CME |
Cme Group Inc.
|
93,732 | $20,698,837 | |
| 3 | ICE |
Intercontinental Exchange, Inc.
|
118,484 | $14,586,565 | |
| 4 | FDS |
Factset Research Systems Inc
|
13,492 | $3,104,239 | |
| 5 | MCO |
Moodys Corp /De/
|
4,434 | $2,008,247 | |
| 6 | CBOE |
Cboe Global Markets, Inc.
|
6,428 | $1,559,882 | |
| 7 | NDAQ |
Nasdaq, Inc.
|
18,818 | $1,483,234 | |
| 8 | MSCI |
MSCI Inc.
|
2,133 | $1,194,565 |
All Filings in SPGI
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,401,158 | 57,460 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $19,114,778 | 44,940 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $18,732,760 | 35,846 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $20,178,997 | 41,460 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $20,991,416 | 39,810 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $19,100,495 | 37,592 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $18,092,432 | 36,328 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $17,637,408 | 34,140 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $14,968,205 | 33,561 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $13,961,141 | 32,815 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $11,617,392 | 26,372 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $9,401,633 | 25,729 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $10,611,557 | 26,470 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $9,122,270 | 26,459 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $8,809,258 | 26,301 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $8,663,083 | 28,371 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $9,185,221 | 27,251 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $11,154,433 | 27,194 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $3,294,071 | 6,980 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $2,948,736 | 6,940 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $2,633,857 | 6,417 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $2,410,808 | 6,832 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,862,912 | 5,667 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $2,087,873 | 5,790 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $1,849,700 | 5,614 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $1,302,685 | 5,316 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||