Position in SPGI
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$543,366,680
-$27,622,457 QoQ
Shares Held
1,410,250
-0.6% QoQ
Ownership
0.451%
of shares outstanding
% of Portfolio
7.89%
of 13F equity value
Holder Rank
#42
of 1,991 holders
Holding Since
Mar 2020
26 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, 2026Rothschild & Co Wealth Management UK Ltd holds $1,043,813,840 across 2 Financial Data & Stock Exchanges names. SPGI ranks #1 (52.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
This page
|
1,410,250 | $543,366,680 | |
| 2 | MCO |
Moodys Corp /De/
|
1,104,935 | $500,447,160 |
All Filings in SPGI
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $543,366,680 | 1,334,201 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $570,989,137 | 1,342,430 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $555,167,211 | 1,062,338 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $511,565,332 | 1,051,068 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $545,869,117 | 1,035,235 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $516,384,576 | 1,016,305 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $504,453,557 | 1,012,898 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $650,984,671 | 1,260,084 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $576,929,527 | 1,293,564 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $583,698,261 | 1,371,955 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $604,736,124 | 1,372,778 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $509,510,858 | 1,394,354 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $552,788,389 | 1,378,903 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $549,463,460 | 1,593,710 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $520,363,190 | 1,553,601 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $437,725,587 | 1,433,521 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $478,076,079 | 1,418,371 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $577,573,975 | 1,408,099 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $711,469,861 | 1,507,575 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $639,569,080 | 1,505,258 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $608,675,203 | 1,482,946 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $506,455,670 | 1,435,247 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $455,357,068 | 1,385,201 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $497,624,379 | 1,379,990 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $493,360,067 | 1,497,390 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $396,304,935 | 1,617,241 | Shares | Sole | 2020-04-14 | |
| No filing history on record for this holder in this stock. | ||||||