Position in SPGI
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$33,562,301
-$8,481,631 QoQ
Shares Held
83,405
-1.9% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
0.92%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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 Mar 31, 2026Evelyn Partners Investment Management LLP holds $82,092,489 across 8 Financial Data & Stock Exchanges names. SPGI ranks #2 (40.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NDAQ |
Nasdaq, Inc.
|
428,067 | $36,338,607 | |
| 2 | SPGI |
S&P Global Inc.
This page
|
83,405 | $33,562,301 | |
| 3 | CME |
Cme Group Inc.
|
25,372 | $7,493,620 | |
| 4 | MSCI |
MSCI Inc.
|
4,961 | $2,674,028 | |
| 5 | COIN |
Coinbase Global, Inc.
|
10,997 | $1,920,186 | |
| 6 | MCO |
Moodys Corp /De/
|
170 | $74,162 | |
| 7 | ICE |
Intercontinental Exchange, Inc.
|
145 | $22,805 | |
| 8 | TRU |
TransUnion
|
98 | $6,780 |
All Filings in SPGI
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $33,562,301 | 78,907 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $42,043,932 | 80,453 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $37,996,478 | 78,068 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $39,253,053 | 74,443 | Shares | Sole | 2025-11-26 | |
| 2025-03-31 | $18,608,146 | 36,623 | Shares | Sole | 2025-12-08 | |
| 2024-12-31 | $17,620,300 | 35,380 | Shares | Sole | 2025-12-11 | |
| No filing history on record for this holder in this stock. | ||||||