Position in SPGI
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$200,791,448
-$50,735,020 QoQ
Shares Held
498,981
-1.9% QoQ
Ownership
0.169%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 87.4899044252186.ToString("F0")%
Shared 1.3691904100556935.ToString("F0")%
None 11.14090516472571.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, 2026STIFEL FINANCIAL CORP holds $703,047,268 across 11 Financial Data & Stock Exchanges names. SPGI ranks #2 (28.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCO |
Moodys Corp /De/
|
655,920 | $286,145,098 | |
| 2 | SPGI |
S&P Global Inc.
This page
|
498,981 | $200,791,448 | |
| 3 | CME |
Cme Group Inc.
|
221,457 | $65,407,323 | |
| 4 | ICE |
Intercontinental Exchange, Inc.
|
386,754 | $60,828,666 | |
| 5 | NDAQ |
Nasdaq, Inc.
|
378,655 | $32,144,021 | |
| 6 | COIN |
Coinbase Global, Inc.
|
75,580 | $13,197,022 | |
| 7 | MSCI |
MSCI Inc.
|
22,342 | $12,042,559 | |
| 8 | MORN |
Morningstar, Inc.
|
63,101 | $10,667,222 |
All Filings in SPGI
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $200,791,448 | 498,981 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $251,526,468 | 508,742 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $246,329,143 | 534,959 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $265,629,470 | 532,478 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $257,550,938 | 535,783 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $244,862,531 | 519,687 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $265,571,545 | 543,357 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $227,872,655 | 540,048 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $201,131,586 | 499,697 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $198,350,678 | 475,930 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $162,772,682 | 470,843 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $164,678,546 | 434,197 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $140,360,545 | 430,319 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $139,735,591 | 440,976 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $127,091,159 | 439,939 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $123,555,912 | 387,464 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $139,782,106 | 360,207 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $117,916,417 | 264,102 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $101,518,962 | 252,549 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $100,694,608 | 259,311 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $85,931,031 | 257,401 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $77,948,185 | 250,635 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $89,367,727 | 261,957 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $79,509,102 | 255,072 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $60,205,332 | 259,690 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||