Steward Partners Investment Advisory, LLC
Position in SPGI — S&P Global Inc.
CIK 1723397
STAMFORD, CT
Position in SPGI
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$18,083,990
+$361,416 QoQ
Shares Held
44,940
+25.4% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026Steward Partners Investment Advisory, LLC holds $70,497,043 across 13 Financial Data & Stock Exchanges names. SPGI ranks #2 (25.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CME |
Cme Group Inc.
|
85,704 | $25,312,676 | |
| 2 | SPGI |
S&P Global Inc.
This page
|
44,940 | $18,083,990 | |
| 3 | ICE |
Intercontinental Exchange, Inc.
|
111,561 | $17,546,314 | |
| 4 | NDAQ |
Nasdaq, Inc.
|
24,413 | $2,072,419 | |
| 5 | COIN |
Coinbase Global, Inc.
|
10,590 | $1,849,119 | |
| 6 | MSCI |
MSCI Inc.
|
2,523 | $1,359,922 | |
| 7 | MCO |
Moodys Corp /De/
|
3,022 | $1,318,347 | |
| 8 | FDS |
Factset Research Systems Inc
|
5,970 | $1,295,430 |
All Filings in SPGI
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $18,083,990 | 44,940 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $17,722,574 | 35,846 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $19,090,820 | 41,460 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $19,859,429 | 39,810 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $18,070,478 | 37,592 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $17,116,776 | 36,328 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $16,686,290 | 34,140 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $14,161,027 | 33,561 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $13,208,270 | 32,815 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $10,990,910 | 26,372 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $8,894,638 | 25,729 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $10,039,316 | 26,470 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $8,630,341 | 26,459 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $8,334,208 | 26,301 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $8,195,916 | 28,371 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $8,689,896 | 27,251 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $10,552,917 | 27,194 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $3,116,434 | 6,980 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $2,789,722 | 6,940 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $2,491,823 | 6,417 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $2,280,802 | 6,832 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,762,452 | 5,667 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,975,282 | 5,790 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $1,749,953 | 5,614 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $1,232,436 | 5,316 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||