Position in SPGI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$641,027
+$40,022 QoQ
Shares Held
1,664
+11.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,174
of 1,991 holders
Holding Since
Dec 2021
18 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, 2026Larson Financial Group LLC holds $4,274,936 across 11 Financial Data & Stock Exchanges names. SPGI ranks #2 (15.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCO |
Moodys Corp /De/
|
1,915 | $867,341 | |
| 2 | SPGI |
S&P Global Inc.
This page
|
1,664 | $641,027 | |
| 3 | MSCI |
MSCI Inc.
|
875 | $490,035 | |
| 4 | CME |
Cme Group Inc.
|
2,182 | $481,851 | |
| 5 | MORN |
Morningstar, Inc.
|
3,050 | $475,861 | |
| 6 | ICE |
Intercontinental Exchange, Inc.
|
2,373 | $292,140 | |
| 7 | COIN |
Coinbase Global, Inc.
|
1,922 | $280,977 | |
| 8 | FDS |
Factset Research Systems Inc
|
928 | $213,514 |
All Filings in SPGI
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $641,027 | 1,574 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $601,005 | 1,413 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $720,129 | 1,378 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $551,929 | 1,134 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $609,020 | 1,155 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $340,427 | 670 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $113,550 | 228 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $112,106 | 217 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $16,947 | 38 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $19,145 | 45 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $28,193 | 64 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $20,462 | 56 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $18,440 | 46 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $15,859 | 46 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $15,407 | 46 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $11,908 | 39 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $4,381 | 13 | Shares | Sole | 2022-08-04 | |
| 2021-12-31 | $1,887 | 4 | Shares | Sole | 2022-02-03 | |
| No filing history on record for this holder in this stock. | ||||||