Concurrent Investment Advisors, LLC

Position in SPGI — S&P Global Inc.

CIK 2001015 Tampa, FL

Position in SPGI

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$5,720,904

-$397,611 QoQ

Shares Held

15,694

+3.2% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#600

of 1,991 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Concurrent Investment Advisors, LLC holds $30,940,367 across 9 Financial Data & Stock Exchanges names. SPGI ranks #2 (18.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CME	Cme Group Inc.	75,674	$16,711,089
2	SPGI	S&P Global Inc. This page	15,694	$5,720,904
3	ICE	Intercontinental Exchange, Inc.	26,439	$3,254,904
4	NDAQ	Nasdaq, Inc.	29,094	$2,293,188
5	MSCI	MSCI Inc.	1,619	$906,704
6	MCO	Moodys Corp /De/	1,481	$670,773
7	COIN	Coinbase Global, Inc.	3,689	$539,294
8	FDS	Factset Research Systems Inc	2,198	$505,715

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,720,904	14,848	+3.2%	Shares	Sole	2026-07-27
2026-03-31	$6,118,515	14,385	-4.1%	Shares	Sole	2026-04-21
2025-12-31	$7,841,461	15,005	+39.5%	Shares	Sole	2026-01-29
2025-09-30	$5,233,592	10,753	-0.2%	Shares	Sole	2025-10-27
2025-06-30	$5,683,132	10,778	+5.2%	Shares	Sole	2025-07-25
2025-03-31	$5,204,468	10,243	+28.8%	Shares	Sole	2025-04-29
2024-12-31	$3,960,334	7,952	+9.4%	Shares	Sole	2025-02-03
2024-09-30	$3,754,277	7,267	+0.8%	Shares	Sole	2024-10-30
2024-06-30	$3,215,213	7,209	+4.9%	Shares	Sole	2024-07-30
2024-03-31	$2,924,968	6,875	-19.6%	Shares	Sole	2024-05-07
2023-12-31	$3,767,767	8,553	—	Shares	Sole	2024-04-15
No filing history on record for this holder in this stock.