Position in SPGI
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$2,260,700
-$134,814 QoQ
Shares Held
5,867
-1.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#829
of 1,991 holders
Holding Since
Mar 2020
26 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, 2026Williams Jones Wealth Management, LLC. holds $8,303,845 across 6 Financial Data & Stock Exchanges names. SPGI ranks #2 (27.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCO |
Moodys Corp /De/
|
5,397 | $2,444,409 | |
| 2 | SPGI |
S&P Global Inc.
This page
|
5,867 | $2,260,700 | |
| 3 | ICE |
Intercontinental Exchange, Inc.
|
14,935 | $1,838,647 | |
| 4 | CBOE |
Cboe Global Markets, Inc.
|
3,590 | $871,185 | |
| 5 | CME |
Cme Group Inc.
|
2,950 | $651,448 | |
| 6 | MSCI |
MSCI Inc.
|
424 | $237,456 |
All Filings in SPGI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,260,700 | 5,551 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $2,395,514 | 5,632 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $3,093,732 | 5,920 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,955,789 | 6,073 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,182,195 | 6,035 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,131,420 | 6,163 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,064,876 | 6,154 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,969,191 | 7,683 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,375,773 | 7,569 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $3,177,686 | 7,469 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $3,253,680 | 7,386 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,706,226 | 7,406 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,992,643 | 7,465 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,374,086 | 6,886 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,311,421 | 6,901 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,147,831 | 7,034 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,171,003 | 6,441 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $858,096 | 2,092 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $424,265 | 899 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $381,976 | 899 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $372,278 | 907 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $318,994 | 904 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $301,445 | 917 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $332,473 | 922 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $310,040 | 941 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $225,200 | 919 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||