Position in SPGI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$11,698,543
+$732,003 QoQ
Shares Held
30,362
+11.4% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#447
of 1,991 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 88%
Shared 0%
None 12%
Common Shares in SPGI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Cresset Asset Management, LLC holds $52,846,016 across 9 Financial Data & Stock Exchanges names. SPGI ranks #2 (22.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ICE |
Intercontinental Exchange, Inc.
|
201,842 | $24,848,768 | |
| 2 | SPGI |
S&P Global Inc.
This page
|
30,362 | $11,698,543 | |
| 3 | COIN |
Coinbase Global, Inc.
|
41,319 | $6,040,424 | |
| 4 | CME |
Cme Group Inc.
|
23,401 | $5,167,642 | |
| 5 | MCO |
Moodys Corp /De/
|
5,972 | $2,704,838 | |
| 6 | NDAQ |
Nasdaq, Inc.
|
12,795 | $1,008,501 | |
| 7 | MSCI |
MSCI Inc.
|
1,291 | $723,011 | |
| 8 | CBOE |
Cboe Global Markets, Inc.
|
1,366 | $331,487 |
All Filings in SPGI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,698,543 | 28,725 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $10,966,540 | 25,783 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $7,616,749 | 14,575 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $6,820,754 | 14,014 | Shares | Sole | 2026-01-22 | |
| 2025-06-30 | $7,176,417 | 13,610 | Shares | Sole | 2026-01-22 | |
| 2025-03-31 | $8,017,818 | 15,780 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $11,086,147 | 22,260 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $32,944,859 | 63,770 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $27,309,915 | 61,233 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $23,531,213 | 55,309 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $22,199,563 | 50,394 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $18,390,353 | 50,328 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $19,379,422 | 48,341 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $675,404 | 1,959 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,388,661 | 4,146 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,149,031 | 3,763 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,589,911 | 4,717 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $2,874,541 | 7,008 | Shares | Other | 2022-05-16 | |
| 2021-12-31 | $4,327,598 | 9,170 | Shares | Other | 2022-02-10 | |
| 2021-09-30 | $2,324,573 | 5,471 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $1,695,158 | 4,130 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,216,343 | 3,447 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $526,625 | 1,602 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $488,252 | 1,354 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $451,717 | 1,371 | Shares | Defined | 2020-08-04 | |
| 2020-03-31 | $220,299 | 899 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||