Position in SPGI
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$271,407,141
-$43,096,615 QoQ
Shares Held
674,466
+6.0% QoQ
Ownership
0.228%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 80%
Shared 0%
None 20%
Common Shares in SPGI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Mar 31, 2026LOOMIS SAYLES & CO L P holds $666,877,123 across 10 Financial Data & Stock Exchanges names. SPGI ranks #2 (40.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FDS |
Factset Research Systems Inc
|
1,478,028 | $320,717,295 | |
| 2 | SPGI |
S&P Global Inc.
This page
|
674,466 | $271,407,141 | |
| 3 | MSCI |
MSCI Inc.
|
62,356 | $33,610,506 | |
| 4 | TRU |
TransUnion
|
237,724 | $16,448,123 | |
| 5 | MCO |
Moodys Corp /De/
|
20,046 | $8,745,067 | |
| 6 | MORN |
Morningstar, Inc.
|
48,981 | $8,280,237 | |
| 7 | CME |
Cme Group Inc.
|
14,377 | $4,246,246 | |
| 8 | CBOE |
Cboe Global Markets, Inc.
|
11,955 | $3,360,191 |
All Filings in SPGI
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $271,407,141 | 674,466 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $314,503,756 | 636,121 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $309,242,288 | 671,589 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $338,790,592 | 679,136 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $325,287,834 | 676,696 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $430,079,266 | 912,784 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $474,346,169 | 970,508 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $432,524,626 | 1,025,064 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $390,095,390 | 969,164 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $401,194,914 | 962,642 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $300,799,820 | 870,106 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $323,485,591 | 852,913 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $289,597,374 | 887,851 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $283,957,544 | 896,110 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $272,605,008 | 943,650 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $305,523,014 | 958,102 | Shares | Defined | 2022-08-05 | |
| 2022-03-31 | $319,759,134 | 823,993 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $366,916,863 | 821,798 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $339,235,878 | 843,918 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $326,370,666 | 840,477 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $268,979,779 | 805,712 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $207,085,567 | 665,864 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $223,631,012 | 655,513 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $194,488,899 | 623,937 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $189,214,390 | 772,146 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||