Position in SPGI
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$9,505,448
-$335,217 QoQ
Shares Held
24,670
+0.9% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#490
of 1,991 holders
Holding Since
Jun 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 Jun 30, 2026Beacon Pointe Advisors, LLC holds $19,774,267 across 8 Financial Data & Stock Exchanges names. SPGI ranks #1 (48.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
This page
|
24,670 | $9,505,448 | |
| 2 | CME |
Cme Group Inc.
|
13,046 | $2,880,948 | |
| 3 | MCO |
Moodys Corp /De/
|
5,761 | $2,609,272 | |
| 4 | MSCI |
MSCI Inc.
|
2,748 | $1,538,989 | |
| 5 | COIN |
Coinbase Global, Inc.
|
9,166 | $1,339,977 | |
| 6 | ICE |
Intercontinental Exchange, Inc.
|
10,359 | $1,275,296 | |
| 7 | NDAQ |
Nasdaq, Inc.
|
4,636 | $365,409 | |
| 8 | CBOE |
Cboe Global Markets, Inc.
|
1,067 | $258,928 |
All Filings in SPGI
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,505,448 | 23,340 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $9,840,665 | 23,136 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,593,851 | 6,877 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $3,390,422 | 6,966 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,815,998 | 7,237 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $3,234,564 | 6,366 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $3,760,624 | 7,551 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $4,570,537 | 8,847 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $5,061,653 | 11,349 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $10,394,169 | 24,431 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $5,073,468 | 11,517 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $4,277,489 | 11,706 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,001,062 | 7,486 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $3,579,747 | 10,383 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,906,944 | 8,679 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,846,145 | 6,046 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $2,324,028 | 6,895 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $5,737,597 | 13,988 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $2,830,164 | 5,997 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,019,077 | 4,752 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,985,757 | 4,838 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $476,727 | 1,351 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $325,771 | 991 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $223,932 | 621 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $201,971 | 613 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||