Marks Group Wealth Management, Inc

Position in SPGI — S&P Global Inc.

CIK 1802473 MINNETONKA, MN

Position in SPGI

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$391,376

+$2,191 QoQ

Shares Held

1,016

+5.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#1,376

of 1,991 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 4% Shared 96% None 0%

Financial Services · as of Jun 30, 2026

Marks Group Wealth Management, Inc holds $11,819,187 across 5 Financial Data & Stock Exchanges names. SPGI ranks #4 (3.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ICE	Intercontinental Exchange, Inc.	55,098	$6,783,114
2	FDS	Factset Research Systems Inc	15,590	$3,586,947
3	MSCI	MSCI Inc.	1,397	$782,375
4	SPGI	S&P Global Inc. This page	1,016	$391,376
5	MCO	Moodys Corp /De/	608	$275,375

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$391,376	961	+5.0%	Shares	Sole	2026-07-28
2026-03-31	$389,185	915	-87.0%	Shares	Other	2026-05-05
2025-12-31	$3,680,601	7,043	-60.1%	Shares	Other	2026-02-11
2025-09-30	$8,593,837	17,657	-4.6%	Shares	Other	2025-11-10
2025-06-30	$9,760,665	18,511	+0.3%	Shares	Other	2025-07-22
2025-03-31	$9,373,936	18,449	+2.5%	Shares	Other	2025-05-01
2024-12-31	$8,963,044	17,997	+2.0%	Shares	Other	2025-01-29
2024-09-30	$9,112,660	17,639	+1.2%	Shares	Other	2024-10-30
2024-06-30	$7,777,346	17,438	+3.1%	Shares	Other	2024-08-14
2024-03-31	$7,193,508	16,908	+4.2%	Shares	Other	2024-04-29
2023-12-31	$7,150,079	16,231	+2.8%	Shares	Other	2024-02-01
2023-09-30	$5,771,284	15,794	-0.6%	Shares	Other	2023-10-30
2023-06-30	$6,371,344	15,893	-0.3%	Shares	Other	2023-07-19
2023-03-31	$5,495,289	15,939	+1.1%	Shares	Other	2023-05-03
2022-12-31	$5,280,329	15,765	+1.6%	Shares	Sole	2023-02-06
2022-09-30	$4,737,810	15,516	+23.9%	Shares	Sole	2022-11-14
2022-06-30	$4,222,013	12,526	+3.7%	Shares	Sole	2022-08-09
2022-03-31	$4,953,333	12,076	+9.4%	Shares	Sole	2022-05-10
2021-12-31	$5,208,691	11,037	+0.4%	Shares	Sole	2022-03-03
2021-09-30	$4,671,240	10,994	+0.2%	Shares	Other	2021-11-15
2021-06-30	$4,503,456	10,972	+1.3%	Shares	Sole	2021-08-10
2021-03-31	$3,823,346	10,835	+6.1%	Shares	Sole	2021-05-17
2020-12-31	$3,356,332	10,210	+7.2%	Shares	Other	2021-02-08
2020-09-30	$3,433,272	9,521	-7.8%	Shares	Sole	2020-11-10
2020-06-30	$3,403,198	10,329	-3.8%	Shares	Other	2020-08-10
2020-03-31	$2,632,326	10,742	—	Shares	Sole	2020-04-23
No filing history on record for this holder in this stock.