Position in SPGI
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$22,888,825
-$16,639,718 QoQ
Shares Held
59,406
-39.5% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#326
of 1,991 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SPGI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026IEQ CAPITAL, LLC holds $132,265,001 across 9 Financial Data & Stock Exchanges names. SPGI ranks #2 (17.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COIN |
Coinbase Global, Inc.
|
268,920 | $39,313,414 | |
| 2 | SPGI |
S&P Global Inc.
This page
|
59,406 | $22,888,825 | |
| 3 | MCO |
Moodys Corp /De/
|
37,900 | $17,165,668 | |
| 4 | FDS |
Factset Research Systems Inc
|
74,386 | $17,114,730 | |
| 5 | MSCI |
MSCI Inc.
|
22,717 | $12,722,428 | |
| 6 | NDAQ |
Nasdaq, Inc.
|
129,736 | $10,225,791 | |
| 7 | MORN |
Morningstar, Inc.
|
53,907 | $8,410,570 | |
| 8 | CME |
Cme Group Inc.
|
15,371 | $3,394,377 |
All Filings in SPGI
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,888,825 | 56,202 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $39,528,543 | 92,934 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $12,412,034 | 23,751 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $12,566,365 | 25,819 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $15,764,390 | 29,897 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $10,752,920 | 21,163 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $8,311,621 | 16,689 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $8,788,739 | 17,012 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $7,082,032 | 15,879 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $6,025,222 | 14,162 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $5,716,627 | 12,977 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $4,252,640 | 11,638 | Shares | Other | 2023-11-06 | |
| 2023-06-30 | $4,566,135 | 11,390 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $2,695,066 | 7,817 | Shares | Other | 2023-05-02 | |
| 2022-12-31 | $2,441,043 | 7,288 | Shares | Other | 2023-02-06 | |
| 2022-09-30 | $3,249,839 | 10,643 | Shares | Other | 2022-11-04 | |
| 2022-06-30 | $2,258,638 | 6,701 | Shares | Other | 2022-07-27 | |
| 2022-03-31 | $2,807,681 | 6,845 | Shares | Other | 2022-04-26 | |
| 2021-12-31 | $2,197,306 | 4,656 | Shares | Other | 2022-01-31 | |
| 2021-09-30 | $1,827,026 | 4,300 | Shares | Other | 2021-11-09 | |
| 2021-06-30 | $1,386,910 | 3,379 | Shares | Other | 2021-07-29 | |
| 2021-03-31 | $911,463 | 2,583 | Shares | Other | 2021-05-04 | |
| 2020-09-30 | $885,272 | 2,455 | Shares | Other | 2020-11-03 | |
| 2020-06-30 | $756,815 | 2,297 | Shares | Other | 2020-07-31 | |
| 2020-03-31 | $519,995 | 2,122 | Shares | Other | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||