Position in SPGI
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,163,541
-$49,103 QoQ
Shares Held
3,020
+0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#993
of 1,991 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 20%
Shared 0%
None 80%
Common Shares in SPGI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026CARRET ASSET MANAGEMENT, LLC holds $1,163,541 across 1 Financial Data & Stock Exchanges name. SPGI ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
This page
|
3,020 | $1,163,541 |
All Filings in SPGI
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,163,541 | 2,857 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,212,644 | 2,851 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,403,154 | 2,685 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,323,364 | 2,719 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,296,606 | 2,459 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,251,958 | 2,464 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $1,127,041 | 2,263 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,028,073 | 1,990 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $500,857 | 1,123 | Shares | Sole | 2024-08-01 | |
| No filing history on record for this holder in this stock. | ||||||