Position in SPGI
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$540,197,859
+$14,968,710 QoQ
Shares Held
1,342,430
+26.4% QoQ
Ownership
0.454%
of shares outstanding
% of Portfolio
9.40%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in SPGI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Mar 31, 2026Rothschild & Co Wealth Management UK Ltd holds $1,023,970,316 across 2 Financial Data & Stock Exchanges names. SPGI ranks #1 (52.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
This page
|
1,342,430 | $540,197,859 | |
| 2 | MCO |
Moodys Corp /De/
|
1,108,934 | $483,772,457 |
All Filings in SPGI
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $540,197,859 | 1,342,430 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $525,229,149 | 1,062,338 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $483,978,555 | 1,051,068 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $516,432,466 | 1,035,235 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $488,537,915 | 1,016,305 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $477,250,290 | 1,012,898 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $615,879,537 | 1,260,084 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $545,817,906 | 1,293,564 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $552,221,628 | 1,371,955 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $572,124,999 | 1,372,778 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $482,034,870 | 1,394,354 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $522,978,609 | 1,378,903 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $519,832,981 | 1,593,710 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $492,301,977 | 1,553,601 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $414,120,707 | 1,433,521 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $452,295,250 | 1,418,371 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $546,427,601 | 1,408,099 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $673,102,990 | 1,507,575 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $605,079,546 | 1,505,258 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $575,851,658 | 1,482,946 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $479,144,437 | 1,435,247 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $430,801,389 | 1,385,201 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $470,789,384 | 1,379,990 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $466,755,030 | 1,497,390 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $374,933,714 | 1,617,241 | Shares | Sole | 2020-04-14 | |
| No filing history on record for this holder in this stock. | ||||||