Position in SPGI
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$2,293,007
-$490,829 QoQ
Shares Held
5,391
+1.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SPGI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Mar 31, 2026OPPENHEIMER & CO INC holds $35,050,718 across 11 Financial Data & Stock Exchanges names. SPGI ranks #4 (6.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CME |
Cme Group Inc.
|
34,647 | $10,232,991 | |
| 2 | MCO |
Moodys Corp /De/
|
23,292 | $10,161,135 | |
| 3 | COIN |
Coinbase Global, Inc.
|
29,353 | $5,125,327 | |
| 4 | SPGI |
S&P Global Inc.
This page
|
5,391 | $2,293,007 | |
| 5 | CBOE |
Cboe Global Markets, Inc.
|
6,942 | $1,951,187 | |
| 6 | MSCI |
MSCI Inc.
|
2,984 | $1,608,405 | |
| 7 | FDS |
Factset Research Systems Inc
|
4,378 | $949,982 | |
| 8 | NDAQ |
Nasdaq, Inc.
|
11,190 | $949,919 |
All Filings in SPGI
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,293,007 | 5,391 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $2,783,836 | 5,327 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $2,690,533 | 5,528 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $3,478,532 | 6,597 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $3,319,925 | 6,534 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $2,803,410 | 5,629 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $2,216,816 | 4,291 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $1,808,975 | 4,056 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,518,431 | 3,569 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $1,772,652 | 4,024 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,354,574 | 3,707 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,301,689 | 3,247 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $965,011 | 2,799 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $998,456 | 2,981 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $959,104 | 3,141 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,039,155 | 3,083 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $1,185,830 | 2,891 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $1,765,018 | 3,740 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $678,124 | 1,596 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $563,958 | 1,374 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $436,147 | 1,236 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $384,942 | 1,171 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,509,110 | 4,185 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,407,868 | 4,273 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $1,183,101 | 4,828 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||