Evelyn Partners Investment Management Services Ltd

Position in SPGI — S&P Global Inc.

CIK 2065205 London, X0

Back to SPGI Full portfolio

Position in SPGI

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$6,770,986

-$1,419,044 QoQ

Shares Held

16,826

+1.6% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.83%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2024

6 quarters on record

Voting authority Sole 99% Shared 1% None 0%

Common Shares in SPGI Over Time

Shares Held

Position Value (USD)

Position in Financial Data & Stock Exchanges

Financial Services · as of Mar 31, 2026

Evelyn Partners Investment Management Services Ltd holds $20,135,354 across 6 Financial Data & Stock Exchanges names. SPGI ranks #1 (33.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPGI	S&P Global Inc. This page	16,826	$6,770,986
2	NDAQ	Nasdaq, Inc.	77,843	$6,608,092
3	CME	Cme Group Inc.	17,910	$5,289,718
4	MSCI	MSCI Inc.	1,907	$1,027,892
5	ICE	Intercontinental Exchange, Inc.	2,355	$370,394
6	COIN	Coinbase Global, Inc.	391	$68,272

All Filings in SPGI

Export CSV

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$6,770,986	15,919	+1.6%	Shares	Sole	2026-05-15
2025-12-31	$8,190,030	15,672	+22.4%	Shares	Sole	2026-02-13
2025-09-30	$6,229,401	12,799	+25.5%	Shares	Sole	2025-11-14
2025-06-30	$5,379,413	10,202	+21.7%	Shares	Sole	2025-11-26
2025-03-31	$4,260,418	8,385	+10.5%	Shares	Sole	2025-12-08
2024-12-31	$3,780,545	7,591	—	Shares	Sole	2025-12-11
No filing history on record for this holder in this stock.