Position in SPGI
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$96,615,752
+$61,233,888 QoQ
Shares Held
240,097
+235.5% QoQ
Ownership
0.081%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 98.89003656840124.ToString("F0")%
Shared 0.ToString("F0")%
None 1.1099634315987639.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, 2026JONES FINANCIAL COMPANIES LLLP holds $583,124,057 across 13 Financial Data & Stock Exchanges names. SPGI ranks #3 (16.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ICE |
Intercontinental Exchange, Inc.
|
1,644,956 | $258,718,678 | |
| 2 | MCO |
Moodys Corp /De/
|
222,694 | $97,150,256 | |
| 3 | SPGI |
S&P Global Inc.
This page
|
240,097 | $96,615,752 | |
| 4 | NDAQ |
Nasdaq, Inc.
|
648,865 | $55,082,149 | |
| 5 | CME |
Cme Group Inc.
|
115,195 | $34,022,842 | |
| 6 | MSCI |
MSCI Inc.
|
30,968 | $16,692,060 | |
| 7 | CBOE |
Cboe Global Markets, Inc.
|
32,292 | $9,076,312 | |
| 8 | COIN |
Coinbase Global, Inc.
|
42,948 | $7,499,150 |
All Filings in SPGI
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $96,615,752 | 240,097 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $35,381,864 | 71,564 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $30,763,112 | 66,809 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $28,317,520 | 56,765 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $19,927,421 | 41,455 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $14,548,411 | 30,877 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $11,512,758 | 23,555 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $6,801,393 | 16,119 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $3,449,484 | 8,570 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,867,520 | 4,481 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $70,869 | 205 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $61,062 | 161 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $50,231 | 154 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $23,132 | 73 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $20,221 | 70 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $77,807 | 244 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $98,179 | 253 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $155,821 | 349 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $137,878 | 343 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $72,615 | 187 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $119,515 | 358 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $90,812 | 292 | Shares | Sole | 2021-02-08 | |
| No filing history on record for this holder in this stock. | ||||||