Position in SPGI
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$6,838,652
+$6,682,127 QoQ
Shares Held
18,761
-0.2% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.95%
of 13F equity value
Holder Rank
#555
of 1,991 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SPGI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026LRI Investments, LLC holds $10,021,167 across 11 Financial Data & Stock Exchanges names. SPGI ranks #1 (68.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
This page
|
18,761 | $6,838,652 | |
| 2 | ICE |
Intercontinental Exchange, Inc.
|
24,766 | $3,048,942 | |
| 3 | NDAQ |
Nasdaq, Inc.
|
684 | $53,912 | |
| 4 | MSCI |
MSCI Inc.
|
56 | $31,361 | |
| 5 | MCO |
Moodys Corp /De/
|
54 | $24,457 | |
| 6 | CME |
Cme Group Inc.
|
73 | $16,120 | |
| 7 | FDS |
Factset Research Systems Inc
|
21 | $4,831 | |
| 8 | CBOE |
Cboe Global Markets, Inc.
|
5 | $1,213 |
All Filings in SPGI
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,838,652 | 17,749 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $156,525 | 17,777 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $62,925 | 17,537 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $58,001 | 17,534 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $63,657 | 17,538 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $51,145 | 17,517 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $36,375 | 17,488 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $37,004 | 17,488 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $11,149 | 25 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $13,614 | 32 | Shares | Sole | 2024-05-21 | |
| No filing history on record for this holder in this stock. | ||||||