Position in SPGI
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$38,074,377
-$7,217,949 QoQ
Shares Held
104,451
-7.2% QoQ
Ownership
0.033%
of shares outstanding
% of Portfolio
0.65%
of 13F equity value
Holder Rank
#259
of 1,991 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 82%
Shared 0%
None 18%
Common Shares in SPGI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026BARTLETT & CO. WEALTH MANAGEMENT LLC holds $39,733,648 across 9 Financial Data & Stock Exchanges names. SPGI ranks #1 (95.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
This page
|
104,451 | $38,074,377 | |
| 2 | MCO |
Moodys Corp /De/
|
1,468 | $664,886 | |
| 3 | ICE |
Intercontinental Exchange, Inc.
|
4,805 | $591,543 | |
| 4 | CME |
Cme Group Inc.
|
1,364 | $301,212 | |
| 5 | COIN |
Coinbase Global, Inc.
|
325 | $47,511 | |
| 6 | NDAQ |
Nasdaq, Inc.
|
540 | $42,562 | |
| 7 | FDS |
Factset Research Systems Inc
|
22 | $5,061 | |
| 8 | MSCI |
MSCI Inc.
|
9 | $5,040 |
All Filings in SPGI
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $38,074,377 | 98,818 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $45,292,326 | 106,485 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $63,046,302 | 120,642 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $57,417,181 | 117,970 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $62,702,696 | 118,915 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $60,406,993 | 118,888 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $59,054,899 | 118,577 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $61,382,212 | 118,815 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $53,938,346 | 120,938 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $52,019,346 | 122,269 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $55,298,471 | 125,530 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $45,135,074 | 123,519 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $49,315,881 | 123,016 | Shares | Sole | 2024-02-14 | |
| 2023-03-31 | $41,421,362 | 120,142 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $39,594,602 | 118,214 | Shares | Sole | 2024-02-14 | |
| 2022-09-30 | $40,960,865 | 134,144 | Shares | Sole | 2024-02-14 | |
| 2022-06-30 | $44,008,908 | 130,567 | Shares | Sole | 2024-02-14 | |
| 2022-03-31 | $50,180,594 | 122,338 | Shares | Sole | 2024-02-14 | |
| 2021-12-31 | $31,958,627 | 67,719 | Shares | Sole | 2024-02-14 | |
| 2021-09-30 | $26,078,898 | 61,378 | Shares | Sole | 2024-02-14 | |
| 2021-06-30 | $14,541,012 | 35,427 | Shares | Sole | 2024-02-14 | |
| 2021-03-31 | $2,822 | 8 | Shares | Sole | 2024-02-14 | |
| 2020-12-31 | $2,629 | 8 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||