Position in SPGI
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$1,010,471,353
-$572,174,896 QoQ
Shares Held
2,511,093
-21.6% QoQ
Ownership
0.848%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 98.46106854664482.ToString("F0")%
Shared 0.ToString("F0")%
None 1.5389314533551726.ToString("F0")%
Common Shares in SPGI Over Time
Shares Held
Position Value (USD)
Derivatives in SPGI
reported options exposure · as of Dec 31, 2025CallValue
$0
CallShares
0
PutValue
$573,514,092
PutShares
1,160,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Financial Data & Stock Exchanges
Financial Services · as of Mar 31, 2026WELLS FARGO & COMPANY/MN holds $2,385,545,074 across 14 Financial Data & Stock Exchanges names. SPGI ranks #1 (42.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
This page
|
2,511,093 | $1,010,471,353 | |
| 2 | ICE |
Intercontinental Exchange, Inc.
|
2,802,347 | $440,753,134 | |
| 3 | CME |
Cme Group Inc.
|
1,136,518 | $335,670,588 | |
| 4 | MSCI |
MSCI Inc.
|
279,727 | $150,775,648 | |
| 5 | FDS |
Factset Research Systems Inc
|
693,231 | $150,424,191 | |
| 6 | COIN |
Coinbase Global, Inc.
|
475,261 | $82,985,321 | |
| 7 | NDAQ |
Nasdaq, Inc.
|
975,358 | $82,798,139 | |
| 8 | MCO |
Moodys Corp /De/
|
168,933 | $73,697,020 |
All Filings in SPGI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,010,471,353 | 2,511,093 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $1,582,646,249 | 3,201,089 | Shares | Defined | 2026-02-13 | |
| 2025-12-31 | $573,514,092 | 1,160,000 | Put | Defined | 2026-02-13 | |
| 2025-09-30 | $1,275,730,518 | 2,770,535 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $1,388,326,270 | 2,783,024 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,335,070,496 | 2,777,346 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $1,256,268,103 | 2,666,256 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $1,305,457,832 | 2,670,955 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $1,106,055,493 | 2,621,302 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $1,061,653,529 | 2,637,602 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $1,093,718,146 | 2,624,308 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $810,565,399 | 2,344,675 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $517,655,912 | 1,364,869 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $441,445,580 | 1,353,389 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $407,735,793 | 1,286,728 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $371,612,061 | 1,286,373 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $428,138,221 | 1,342,616 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $515,128,192 | 1,327,443 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $453,142,534 | 1,014,921 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $496,943,229 | 1,236,247 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $501,275,954 | 1,290,897 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $431,950,318 | 1,293,880 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $538,371,967 | 1,731,084 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $569,176,205 | 1,668,384 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $522,099,251 | 1,674,939 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $368,422,382 | 1,589,155 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||