Position in SPGI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$4,826,845
-$314,239 QoQ
Shares Held
12,528
-1.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#648
of 1,991 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, 2026Integrated Wealth Concepts LLC holds $14,108,696 across 14 Financial Data & Stock Exchanges names. SPGI ranks #1 (34.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
This page
|
12,528 | $4,826,845 | |
| 2 | MCO |
Moodys Corp /De/
|
3,925 | $1,777,711 | |
| 3 | CME |
Cme Group Inc.
|
7,430 | $1,640,766 | |
| 4 | FDS |
Factset Research Systems Inc
|
6,100 | $1,403,488 | |
| 5 | COIN |
Coinbase Global, Inc.
|
6,518 | $952,866 | |
| 6 | ICE |
Intercontinental Exchange, Inc.
|
6,859 | $844,411 | |
| 7 | NDAQ |
Nasdaq, Inc.
|
10,116 | $797,343 | |
| 8 | MORN |
Morningstar, Inc.
|
4,076 | $635,937 |
All Filings in SPGI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,826,845 | 11,852 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $5,141,084 | 12,087 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $2,357,926 | 4,512 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $3,417,191 | 7,021 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $3,612,464 | 6,851 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $2,338,784 | 4,603 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $2,155,473 | 4,328 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $2,054,081 | 3,976 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $1,804,961 | 4,047 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $1,529,067 | 3,594 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $1,449,751 | 3,291 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $1,885,150 | 5,159 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $2,060,173 | 5,139 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $1,589,389 | 4,610 | Shares | Other | 2023-05-03 | |
| 2022-12-31 | $745,241 | 2,225 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $664,441 | 2,176 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $685,242 | 2,033 | Shares | Other | 2022-08-08 | |
| 2022-03-31 | $1,157,527 | 2,822 | Shares | Other | 2022-05-12 | |
| 2021-12-31 | $531,393 | 1,126 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $401,096 | 944 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $306,195 | 746 | Shares | Other | 2021-08-13 | |
| 2021-03-31 | $226,895 | 643 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $1,033,526 | 3,144 | Shares | Other | 2021-02-12 | |
| 2020-09-30 | $1,136,250 | 3,151 | Shares | Other | 2020-11-13 | |
| 2020-06-30 | $1,035,555 | 3,143 | Shares | Other | 2020-07-30 | |
| 2020-03-31 | $665,555 | 2,716 | Shares | Other | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||