Position in SPGI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$71,000,076
-$3,715,143 QoQ
Shares Held
184,273
-0.8% QoQ
Ownership
0.059%
of shares outstanding
% of Portfolio
1.07%
of 13F equity value
Holder Rank
#174
of 1,991 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 95%
Shared 3%
None 2%
Common Shares in SPGI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026BRISTOL JOHN W & CO INC /NY/ holds $174,467,837 across 2 Financial Data & Stock Exchanges names. SPGI ranks #2 (40.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCO |
Moodys Corp /De/
|
228,446 | $103,467,761 | |
| 2 | SPGI |
S&P Global Inc.
This page
|
184,273 | $71,000,076 |
All Filings in SPGI
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $71,000,076 | 174,336 | Shares | Other | 2026-08-13 | |
| 2026-03-31 | $74,715,219 | 175,660 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $92,845,428 | 177,664 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $87,992,305 | 180,790 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $79,633,451 | 151,024 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $77,485,758 | 152,501 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $77,130,896 | 154,872 | Shares | Other | 2025-02-26 | |
| 2024-09-30 | $81,761,323 | 158,262 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $71,954,069 | 161,332 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $69,965,677 | 164,451 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $72,543,946 | 164,678 | Shares | Other | 2024-01-30 | |
| 2023-09-30 | $63,150,516 | 172,821 | Shares | Other | 2023-11-08 | |
| 2023-06-30 | $69,992,983 | 174,594 | Shares | Other | 2023-07-28 | |
| 2023-03-31 | $60,564,028 | 175,665 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $58,683,840 | 175,207 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $53,616,094 | 175,589 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $59,094,364 | 175,323 | Shares | Other | 2022-08-02 | |
| 2022-03-31 | $73,712,207 | 179,707 | Shares | Other | 2022-05-10 | |
| 2021-12-31 | $86,410,853 | 183,101 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $104,779,150 | 246,603 | Shares | Other | 2021-10-29 | |
| 2021-06-30 | $123,694,857 | 301,364 | Shares | Other | 2021-07-23 | |
| 2021-03-31 | $107,248,144 | 303,931 | Shares | Other | 2021-04-27 | |
| 2020-12-31 | $124,630,402 | 379,127 | Shares | Other | 2021-02-05 | |
| 2020-09-30 | $137,035,928 | 380,022 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $125,589,540 | 381,175 | Shares | Sole | 2020-08-18 | |
| 2020-03-31 | $94,912,527 | 387,319 | Shares | Other | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||