Position in SPGI
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$372,396,493
+$16,266,570 QoQ
Shares Held
966,516
+9.2% QoQ
Ownership
0.309%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#56
of 1,998 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 73%
Shared 12%
None 15%
Common Shares in SPGI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026DIMENSIONAL FUND ADVISORS LP holds $2,494,096,022 across 12 Financial Data & Stock Exchanges names. SPGI ranks #2 (14.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCO |
Moodys Corp /De/
|
1,070,784 | $484,979,488 | |
| 2 | SPGI |
S&P Global Inc.
This page
|
966,516 | $372,396,493 | |
| 3 | ICE |
Intercontinental Exchange, Inc.
|
2,515,386 | $309,669,168 | |
| 4 | CME |
Cme Group Inc.
|
1,170,911 | $258,572,274 | |
| 5 | TRU |
TransUnion
|
3,280,251 | $236,637,305 | |
| 6 | NDAQ |
Nasdaq, Inc.
|
2,801,910 | $220,846,544 | |
| 7 | CBOE |
Cboe Global Markets, Inc.
|
677,679 | $164,452,361 | |
| 8 | MSCI |
MSCI Inc.
|
290,499 | $162,691,059 |
All Filings in SPGI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $372,396,493 | 914,395 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $356,129,923 | 837,283 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $421,162,070 | 805,913 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $374,629,465 | 769,718 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $392,961,327 | 745,247 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $385,696,679 | 759,096 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $379,213,959 | 761,428 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $400,041,640 | 774,344 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $350,468,124 | 785,803 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $311,691,053 | 732,615 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $321,831,113 | 730,571 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $265,833,196 | 727,493 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $297,176,930 | 741,293 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $258,756,119 | 750,518 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $250,917,653 | 749,142 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $231,048,850 | 756,669 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $272,695,666 | 809,042 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $398,201,053 | 970,796 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $381,651,202 | 808,703 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $342,346,199 | 805,729 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $331,176,928 | 806,863 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $275,711,832 | 781,341 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $257,694,045 | 783,908 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $280,777,575 | 778,640 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $256,087,676 | 777,248 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $213,191,064 | 869,990 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||