Position in SPGI
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$336,925,189
-$61,525,208 QoQ
Shares Held
837,283
+3.9% QoQ
Ownership
0.283%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 76.38241789215833.ToString("F0")%
Shared 8.537256817587362.ToString("F0")%
None 15.08032529025431.ToString("F0")%
Common Shares in SPGI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Mar 31, 2026DIMENSIONAL FUND ADVISORS LP holds $2,453,910,366 across 12 Financial Data & Stock Exchanges names. SPGI ranks #4 (13.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCO |
Moodys Corp /De/
|
882,973 | $385,196,969 | |
| 2 | ICE |
Intercontinental Exchange, Inc.
|
2,257,040 | $354,987,249 | |
| 3 | CME |
Cme Group Inc.
|
1,159,966 | $342,595,955 | |
| 4 | SPGI |
S&P Global Inc.
This page
|
837,283 | $336,925,189 | |
| 5 | NDAQ |
Nasdaq, Inc.
|
2,671,609 | $226,792,886 | |
| 6 | CBOE |
Cboe Global Markets, Inc.
|
672,704 | $189,076,911 | |
| 7 | TRU |
TransUnion
|
2,498,573 | $172,876,263 | |
| 8 | MSCI |
MSCI Inc.
|
280,912 | $151,414,374 |
All Filings in SPGI
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $336,925,189 | 837,283 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $398,450,397 | 805,913 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $354,427,119 | 769,718 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $371,770,414 | 745,247 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $364,897,520 | 759,096 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $358,764,389 | 761,428 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $378,468,913 | 774,344 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $331,568,709 | 785,803 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $294,882,736 | 732,615 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $304,475,983 | 730,571 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $251,497,820 | 727,493 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $281,151,306 | 741,293 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $244,802,382 | 750,518 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $237,386,617 | 749,142 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $218,589,262 | 756,669 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $257,990,224 | 809,042 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $376,727,581 | 970,796 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $361,070,200 | 808,703 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $323,884,767 | 805,729 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $313,317,812 | 806,863 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $260,843,738 | 781,341 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $243,797,582 | 783,908 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $265,636,306 | 778,640 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $242,277,839 | 777,248 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $201,694,479 | 869,990 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||