Position in SPGI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$185,346,053
-$26,890,507 QoQ
Shares Held
481,046
-8.8% QoQ
Ownership
0.154%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#95
of 1,991 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 87%
Shared 1%
None 12%
Common Shares in SPGI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026STIFEL FINANCIAL CORP holds $631,828,407 across 11 Financial Data & Stock Exchanges names. SPGI ranks #2 (29.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCO |
Moodys Corp /De/
|
614,280 | $278,219,696 | |
| 2 | SPGI |
S&P Global Inc.
This page
|
481,046 | $185,346,053 | |
| 3 | CME |
Cme Group Inc.
|
213,416 | $47,128,652 | |
| 4 | ICE |
Intercontinental Exchange, Inc.
|
344,647 | $42,429,488 | |
| 5 | NDAQ |
Nasdaq, Inc.
|
344,915 | $27,186,198 | |
| 6 | MSCI |
MSCI Inc.
|
20,651 | $11,565,385 | |
| 7 | MORN |
Morningstar, Inc.
|
67,188 | $10,482,670 | |
| 8 | COIN |
Coinbase Global, Inc.
|
69,388 | $10,143,830 |
All Filings in SPGI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $185,346,053 | 455,105 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $212,236,560 | 498,981 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $265,863,476 | 508,742 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $260,369,905 | 534,959 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $280,770,348 | 532,478 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $272,231,343 | 535,783 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $258,819,695 | 519,687 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $280,709,121 | 543,357 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $240,861,396 | 540,048 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $212,596,088 | 499,697 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $209,656,666 | 475,930 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $172,050,725 | 470,843 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $174,065,221 | 434,197 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $148,361,096 | 430,319 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $147,700,519 | 440,976 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $134,335,355 | 439,939 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $130,598,599 | 387,464 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $147,749,686 | 360,207 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $124,637,652 | 264,102 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $107,305,543 | 252,549 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $106,434,200 | 259,311 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $90,829,099 | 257,401 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $82,391,231 | 250,635 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $94,461,688 | 261,957 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $84,041,121 | 255,072 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $63,637,035 | 259,690 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||